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Getting Started with ShelfSpace

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Getting Started

At a Glance

  • ShelfSpace setup for your dispensary takes less than a week
  • We handle POS integration, vendor onboarding, and contract configuration
  • Your team's only job: review and approve
  • Free 60-day pilot with no commitment

ShelfSpace Setup for Your Dispensary

Getting started with ShelfSpace setup for your dispensary is straightforward because we do almost all of the work. There's no software to install, no training courses to complete, and no database migration to manage. We connect to your existing POS, import your vendor list, and configure your terms — then you're live.

The entire onboarding process typically takes three to five business days. Most of that time is spent on our side, not yours.

What we handle: POS connection, vendor imports, contract setup, split configuration, bank account linking, QuickBooks integration, and your first test settlement. You provide access credentials and review the results.

What Happens During Onboarding

Day 1 — Kickoff call. We learn which services you need (consignment, accounts payable, credit recovery, or all three). We collect POS credentials and a vendor list — a spreadsheet works fine.

Days 2–3 — We build your account. We connect your POS, import vendors, set up category-level profit splits, and configure aging discount tiers. If you use QuickBooks, we link that too.

Day 4 — Test settlement. We run a test settlement using real POS data so you can see exactly how the math works. You review the settlement report and confirm everything looks right.

Day 5 — Go live. We invite your vendors to the vendor portal, activate weekly settlement cycles, and your first real settlement runs the following week.

What You Handle vs. What We Handle

You provide:

We take care of everything else:

The 60-Day Pilot

Every new account starts with a free 60-day pilot. During the pilot, you get full access to the platform with no fees. We run real settlements, cut real checks, and sync real data — so you can evaluate ShelfSpace with zero risk. If it's not the right fit, you walk away with nothing owed.

Ready for a free 60-day pilot? Let's talk.

Talk to Us
Free 60-day pilot. We handle setup.