New Client Onboarding Form

Everything Mise needs to get you running.

This should take about 10 minutes.

Fill out what you can. If you're unsure about anything, leave it blank and we'll figure it out together during setup. Your progress saves automatically.

Section 1: About Your Business

Business Name

Address

Days Open e.g., Mon–Sun, Tue–Sat

Contact Full Name

Contact Phone

Contact Email

Pay Period

Starts e.g. Monday

Ends e.g. Sunday

Section 2: Your Team

Mise uses voice recordings to process payroll. We need your team's names so we can accurately recognize them from audio. Include everyone who works tipped shifts.

Easiest option

Export your Employee List from Toast and email it to jon@getmise.io. That gives us names and IDs instantly. Then just add nicknames below.

Servers

How Do You Calculate Tipouts?

What metric do you use to calculate tipouts for support staff?

% of total sales

% of food sales

% of other metric

Specify the metric below

Other

Explain below

Who Tips Out Whom?

Help us understand how tips flow from servers to support staff.

Servers tip out support

Servers pay support staff directly from their tips

Tip pool tips out support

Tipout comes from the pooled total before server splits

House handles all tipouts

Management calculates and distributes all tipouts

Other

Explain below

Support Roles & Tipout %

What do you call your support roles?

e.g., Busser, Expo, Runner, Barback, Utility, Food Runner, etc.

Support Staff

Kitchen Staff Who Receive Tips

If any kitchen staff receive a share of tips, list them here.

Who Will Record Payroll?

Section 3: Your Shifts

AM Start

AM End

PM Start

PM End

Variable Closing Times

Does your PM closing time change by day of the week?

No, same every day

Yes — varies by day

Sunday close

Monday close

Tuesday close

Wednesday close

Thursday close

Friday close

Saturday close

Section 4: Tip Rules

Tip Pooling

When 2 or more servers work the same shift, what happens to their tips?

Pool

Tips are combined and split evenly between servers

Individual

Each server keeps their own tips

Other

Explain below

Unequal Hours in Tip Pool

If a server gets cut early or works fewer hours, how do you handle their share of the pool?

Even split regardless of hours worked

Pro-rate by hours worked

Other

Explain below

Support Staff Tipout — Unequal Hours

If a support staff member gets cut early, how do you adjust their tipout?

Full tipout regardless of hours worked

Pro-rate by hours worked

Other

Explain below

Anything Else About Tips?

Describe any special rules, exceptions, or "the way we've always done it" here.

Section 5: Seasonality

Is This a Seasonal Market?

Does your expected level of business fluctuate significantly throughout the year?

Business is pretty consistent year-round

Yes

We have clear busy seasons and slow seasons

When Are You Busy vs. Slow?

Busy months

Slow months

How Much Does It Affect Your Business?

Moderate

Noticeable difference but we stay busy

Significant

Major swing — slow season is really slow

Extreme

We close or operate skeleton crew in off-season

Do Your Hours Change by Season?

No, hours stay consistent all year

Yes, we adjust hours seasonally

Do You Staff Differently by Season?

No, staffing stays about the same

Yes, we adjust staffing seasonally

Ready to submit?

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What happens next

We set Mise up with you from what you sent here. Then you're live.

You just talk. We handle the rest.