Onboarding Checklist: Setting Up Budvue for the First Time

A step-by-step guide to getting Budvue fully set up in your store.

Phase 1 — Before You Start

Complete these steps before setting up any hardware.

• Confirm your POS integration  Make sure your POS system is one of Budvue's supported platforms (Dutchie, FlowHub, Cova, Blaze/Greenline, TechPOS, Treez, or Profitek). If you're unsure, email tvsupport@budvue.com.

• Request your Dashboard login  Your login credentials are provided by Budvue. See: How to Request Your Dashboard Login.

• Review hardware requirements  Confirm you have a compatible media player for each screen. See: Budvue Compatible Hardware.

• Check your network  Ensure your store has a reliable Wi-Fi or wired internet connection at each screen location. See: System & Network Requirements.

Phase 2 — Hardware Setup

For each screen in your store:

• Connect the media player  Plug the device into your TV via HDMI and connect power. See: BuzzTV/DS1: Hardware Connection & Initial Setup  or  FireStick: Initial Setup & Configuration.

• Connect to Wi-Fi  Connect the device to your store's Wi-Fi network. See: BuzzTV/DS1: Connect to WiFi  or  FireStick: Connect to Wi-Fi.

• Install the Budvue app  Download and launch the Budvue app on the device. See: BuzzTV/DS1: Installing the Budvue App  or  FireStick: Initial Setup & Configuration.

• Confirm the screen is live  The Budvue screen should display your products within a few minutes of app launch. If it shows a setup screen or remains blank, see Device Troubleshooting.

Phase 3 — Dashboard Setup

Log in to your Budvue Dashboard and complete the following:

• Log in and explore  Visit your Budvue Dashboard and familiarise yourself with the layout. See: Understanding Your Budvue Dashboard.

• Verify your product catalogue  Go to the Products page and confirm your inventory has synced from your POS. Products should appear automatically within 30 minutes of your POS connection being active.

• Set up your first Promo TV menu  Create your first promotional menu using Smart Tags. See: How-to: Create a Smart Tag Promo Slide.

• Schedule your promotion  Set display dates and times for your menu. See: How to Edit Scheduling on Current Promotions.

• Check your screen  Confirm the promotion is displaying correctly on your in-store screen.

Phase 4 — Optional Features

• Set up BudGuide (if applicable)  If your plan includes BudGuide, set up your budtender tablet. See: BudGuide: Setup & Installation.

• Review Smart Ads  If Smart Ads are enabled on your account, review your ad playlists. See: View the Status of My Smart Ad Playlists.

• Add additional locations  If you operate more than one store, add them to your account. See: Adding a New Location.

Related Articles

→  System & Network Requirements

→  Budvue Compatible Hardware

→  How to Request Your Dashboard Login

→  Understanding Your Budvue Dashboard

→  BuzzTV/DS1: Hardware Connection & Initial Setup

→  FireStick: Initial Setup & Configuration