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Documentation Index

Fetch the complete documentation index at: https://docs.maple.inc/llms.txt

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Connect Maple directly to your Toast POS system for seamless order processing. Orders taken via phone or SMS appear instantly in your Toast system.
Toast integration requires KYC verification, which typically takes 2-3 business days.

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Prerequisites

Before starting, ensure you have:
  • ✅ Admin access to Toast
  • ✅ Maple Voice Core configured
  • ✅ Business documentation for KYC
  • ✅ Bank account information
  • ✅ Toast location ID(s)

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Setup Process

1

Start KYC Verification

Submit business verification documents
2

Connect Toast Account

Authorize Maple to access your Toast system
3

Select Locations

Choose which locations to enable
4

Configure Payment Settings

Set up payment methods and rules
5

Test Integration

Place test orders to verify setup

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Step 1: KYC Verification

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Required Documents

  • Business registration (LLC, Corp, etc.)
  • EIN or Tax ID letter
  • Owner’s government-issued ID
  • Bank statement or voided check
  • Business address verification
KYC processing takes 2-3 business days. Start this immediately to avoid delays.

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Submit Documents

  1. Navigate to Orders Module → Setup
  2. Click Start KYC Verification
  3. Upload required documents
  4. Complete owner information
  5. Submit for review

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Step 2: Connect Toast Account

Once KYC is approved:
  1. Go to Orders Module → POS Integration
  2. Select Toast from the options
  3. Click Connect Toast Account
  4. You’ll be redirected to Toast login
  5. Enter your Toast credentials
  6. Approve Maple’s access request
  7. Return to Maple dashboard
You need Toast admin permissions to authorize the integration. Contact your Toast administrator if you don’t have access.

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Step 3: Configure Locations

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Single Location

  1. Your location will auto-populate
  2. Verify the information is correct
  3. Enable order processing
  4. Set default prep times

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Multiple Locations

  1. All locations will be listed
  2. Toggle each location on/off
  3. Configure settings per location:
    • Prep times
    • Payment methods
    • Delivery zones (if applicable)
    • Operating hours

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Step 4: Menu Sync

Your Toast menu will automatically sync to Maple:

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What Syncs Automatically

  • ✅ All menu items and prices
  • ✅ Modifiers and options
  • ✅ Categories and organization
  • ✅ 86’d items (real-time)
  • ✅ Price changes
  • ✅ Availability schedules

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Sync Timing

  • Initial sync: 5-10 minutes
  • Updates: Within 5 minutes
  • 86’d items: Real-time
Menu changes must be made in Toast. Changes sync to Maple automatically.

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Step 5: Payment Configuration

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Payment Methods

Configure which payment types to accept:
  • Credit/Debit Cards: Via phone
  • Cash: For pickup orders only
  • Gift Cards: Toast gift cards supported
  • House Accounts: If enabled in Toast

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Payment Rules

Set when customers pay:
Order TypePayment Options
DeliveryAlways pay upfront
PickupPay now or pay in store
Dine-inNot applicable

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Step 6: Order Flow Settings

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Prep Times

Set realistic prep times by order type:
  • Pickup orders: Default 15-20 minutes
  • Delivery orders: Default 30-45 minutes
  • Large orders: Automatic adjustment

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Order Confirmation

Configure confirmation settings:
  • Enable order readback
  • Set confirmation method (number or email)
  • Configure receipt delivery

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Special Requests

Define how to handle:
  • Allergy notifications
  • Special preparations
  • Custom modifications
  • Notes to kitchen

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Step 7: Testing

Before going live, test thoroughly:

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Test Checklist

  1. Place Test Order
    • Call your Maple number
    • Order a few items with modifications
    • Verify order appears in Toast
  2. Check Order Details
    • Correct items and quantities
    • Modifications captured
    • Pricing accurate
    • Payment processed correctly
  3. Test Edge Cases
    • 86’d items handled properly
    • Large orders
    • Special requests
    • Different payment methods
Use Toast’s training mode for testing without affecting real inventory or reports.

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Going Live

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Launch Checklist

  • ✅ Staff trained on new orders appearing
  • ✅ Kitchen knows about Maple orders
  • ✅ Phone number updated on website/Google
  • ✅ Test orders successful
  • ✅ Payment processing verified

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Soft Launch Strategy

  1. Start with limited hours
  2. Monitor first few orders closely
  3. Gather staff feedback
  4. Adjust settings as needed
  5. Expand to full hours

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Managing Orders

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In Toast POS

Maple orders appear as:
  • Source: “Maple - Phone” or “Maple - SMS”
  • Standard Toast orders
  • All normal Toast features available
  • Reports include Maple orders

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In Maple Dashboard

View and manage:
  • Call recordings and transcripts
  • Order history
  • Failed order reasons
  • Customer information
  • Performance metrics

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Common Issues & Solutions

  • Verify integration is active - Check Toast is online - Confirm location is selected - Review error logs in dashboard
  • Verify payment settings - Check processor connection - Review decline reasons - Confirm customer card details
  • Update prices in Toast - Wait for sync (5 minutes) - Check for active promotions - Verify price levels

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Advanced Features

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Multi-Revenue Centers

If using multiple revenue centers:
  • Configure per revenue center
  • Set different menus/hours
  • Route orders appropriately

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Loyalty Integration

Toast loyalty programs:
  • Customer lookup by phone
  • Points accumulation
  • Reward redemption
  • Member pricing

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Catering Orders

For large/advance orders:
  • Extended prep times
  • Deposit requirements
  • Special instructions
  • Scheduled ordering

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Best Practices

Menu Optimization: Keep menu item names clear and pronunciation-friendly for voice ordering.
Modifier Management: Limit modifiers to essential options to reduce complexity.
Regular Testing: Make monthly test orders to ensure everything works smoothly.

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Support Resources

  • Toast Support: For POS-specific issues
  • Maple Support: hello@maple.inc
  • Integration Status: Check dashboard for real-time status
  • Documentation: Toast API Docs

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Next Steps

Configure Payments

Set up payment processing

Delivery Settings

Configure delivery zones

Menu Management

Manage your menu

Go Live

Launch to customers