UpBoard Pilot Onboarding

Intake Form for Store Managers

Store Information

Basic details about your store

Store Location (City, State)

Time Zone

Daily Auto-Reset Time

When should daily stats reset?

Manager Contact

Primary admin for this store

Manager Name

Manager Email

Operations Setup

Customize for your store

Daily Report Recipients

Who receives end-of-day reports?

Product Categories to Track

Leave blank for default categories

Additional Notes

Anything else we should know?

Note: Share this form link with your store managers. They can fill it out and download or email the summary directly to you.