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Getting started

From your first demo to a configured shop.

Start with the problem you want to solve. We demonstrate the relevant workflow, assess your systems and follow up with a subscription proposal before arranging configuration.

A demonstration first. A scoped subscription proposal before configuration.

From first conversation to a configured start.

01 / Demonstrate

See your workflow.

Request a demo and receive preparation information. We reply to arrange the conversation around your priorities. A request is not a confirmed appointment.

02 / Agree the proposal

Understand the full scope.

If IntakeBolt fits, your subscription proposal sets out the plan, allowances, required add-ons and configuration scope, along with responsibilities and costs.

03 / Configure and invite

Get your team ready.

After agreement, we arrange setup and the agreed workflow checks. Your team joins through invitations as part of onboarding; submitting a demo request does not create an account.

Share the essentials. We will help with the rest.

The form asks for your email, business or shop name, number of shops, POS answer and main interest. Choose Not sure if you do not know your POS. Extra notes and the POS version are optional.

Required to request a demo

  • Your email address, so we can reply.
  • Your business or shop name.
  • The number of shops you want to include.
  • Your POS system, or Not sure.
  • Your main interest, so we can focus the conversation.

Optional details that help

  • Your POS version, if you know it.
  • Extra notes about the task or handover you want to improve.
  • Rough invoice or delivery volumes and the people involved.
  • Accounting systems, receiving devices or your POS support contact.

No technical preparation is needed. Do not send credentials, customer records or real supplier invoices through the public form. If documents are needed later, we will agree how to provide them.

Know what the proposal covers.

Your decision should account for the full setup, not just a headline subscription. The proposal confirms what is included and identifies additional costs before you decide.

Subscription and capacity

The selected plan, usage allowances, required add-ons, additional capacity and agreed billing terms.

Configuration and devices

The agreed integration scope, setup responsibilities, training and any hardware or other one-off costs.

Readiness and support

The checks needed for your workflows, the people responsible and the support arrangements agreed for rollout.

Semtek is the currently supported POS connection. Xero and QuickBooks Online require configuration and agreed add-ons. Check the current integration scope.

Choose a useful starting point.

Already invited? Sign in to IntakeBolt or read the account setup guide.

Your next step

See how it fits your shop.

Tell us the part of your working day you want to improve. We will arrange a demo, check your systems and explain the proposed scope and costs.

Request a tailored demo