Toast

Connect Maple directly to your Toast POS system for seamless order processing. Orders taken via phone or SMS appear instantly in your Toast system.

​

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)

​

Setup Process

​

Step 1: KYC Verification

​

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

​

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

​

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

​

Step 3: Configure Locations

​

Single Location

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

​

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

​

Step 4: Menu Sync

Your Toast menu will automatically sync to Maple:

​

What Syncs Automatically

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

​

Sync Timing

• Initial sync: 5-10 minutes
• Updates: Within 5 minutes
• 86’d items: Real-time

​

Step 5: Payment Configuration

​

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

​

Payment Rules

Set when customers pay:

​

Step 6: Order Flow Settings

​

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

​

Order Confirmation

Configure confirmation settings:

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

​

Special Requests

Define how to handle:

• Allergy notifications
• Special preparations
• Custom modifications
• Notes to kitchen

​

Step 7: Testing

Before going live, test thoroughly:

​

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

​

Going Live

​

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

​

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

​

Managing Orders

​

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

​

In Maple Dashboard

View and manage:

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

​

Common Issues & Solutions

​

Advanced Features

​

Multi-Revenue Centers

If using multiple revenue centers:

• Configure per revenue center
• Set different menus/hours
• Route orders appropriately

​

Loyalty Integration

Toast loyalty programs:

• Customer lookup by phone
• Points accumulation
• Reward redemption
• Member pricing

​

Catering Orders

For large/advance orders:

• Extended prep times
• Deposit requirements
• Special instructions
• Scheduled ordering

​

Best Practices

​

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

​

Next Steps