Setting Up Restaurant Locations & Global Settings for your Account

If using this guide while making account changes, be sure to save your progress along the way!

STEP 1: CREATE A RESTAURANT LOCATION

(If a location is already created, please proceed to Step 2)

After you've signed up with a new account, the first step to setting up your online ordering site is to create a location. You can press the button below for additional help, if needed.

CREATING A NEW LOCATION

There is a chance you have already created your location or we created it when we helped to input your menu and account settings. If so, then please move forward.

STEP 2: ACCESS LOCATION SETTINGS

Once you have created a location it is time to set it up. In your Online Ordering Console, you can set up your restaurant locations by selecting "Restaurant Manager" from the top navigation menu, and then selecting "Restaurant Locations" under the "RESTAURANT SETTINGS" heading, as shown below.

Location Address and Phone Number

If you need to change or update any basic information about your location click Change This next to your Current Contact Info for this Location. This is the information that will show under "How to Contact Us" on the right side of your online ordering website.

Here you can edit your basic information for the selected location. An email is actually required here, but it won't show to the public. Be sure to scroll to the bottom and click Save Changes when you are done!

Set Time Zone and Tax Rate

To set your Time Zone and Tax Rate click Change This to the right of Time Zone and Tax Rate for this Location.

In the image below, you can find and select your time zone from the drop down.

You may notice two spaces for sales tax, you only need to fill in the top on if you are required to charge sales tax, but depending where you are located it may be helpful to separate out State/Province and City rates.

Be sure to click Save Changes when you are done!

STEP 3: EDIT/VIEW ADDITIONAL SETTINGS

The rest of the settings are under Edit/View Additional Details for this Location.

Location Settings

Click on the Settings tab, and you will see the Location Name. You can use the same name as your restaurant or if needed provide additional detail, especially if you have two locations.

For example: You may have 2 locations, and they are in different cities. Therefore, you might want to use the following Location Names.

1st Location Name: Gordon Pizzeria - Orlando

2nd Location Name: Gordon Pizzeria - Tampa

The URL tag will auto-populate, there is no need to change this unless you need to.

In the image below, under URL tag, it says "Change the text of the order button on the Location & Hours tab for this location". The default button text is "Order from here". For this, just leave the field blank. If you want a change, you could input something like "Order from our Orlando Location" (or whatever fits your location name). Often, going with a short & sweet version might be best, such as "Gordon Pizzeria - Orlando"

Here is what you will see on the online ordering customer side:

The next area is Cuisine type. This is a required field and the information you add may help with Search Engine Optimization. In our newest design template, this does not show on the customer end of your site. In our Standard Design template, this will show with special SEO wording at the bottom of each page. (This can be removed upon request)

Order Types

Your customers need to know all the ways they can order, plus you don't want a customer to be able to select delivery, if you don't deliver.

In the image below, you can see "Online Ordering is available for:". Our basic order types are Pick-up, Dine-in and Delivery. We now also offer "Custom Order Types" that you can create and name whatever you need. Some examples include: Curbside Pickup, Drive-Thru Window, Delivery within Building or anything that you need.

You must offer at least one Order Type in order for customers to be able to place an order.

(All Order Types are shown for both locations, but you might offer Pickup & Delivery at one location and only Pickup at the other location)

Note: You can drag an drop the order types to change the order in which they appear!

Below the Order Types is the option to "Set a default, pre-selected order type when checking out:"

This is a great option to use, especially if you have only one order type, such as Pickup. This way, the customer won't have to actually click "Pickup" at checkout, it will be pre-selected.

DISABLING ORDERING OPTIONS

In the top section of the image below, you can choose to completely deactivate your online ordering, which will also hide your menu. For this select "Online Ordering Module is totally deactivated".

If you would like for your menu to still be displayed to the public, you can select "Disable Online Ordering for the public." and select a time period option such as "Rest of day" OR select to Disable Indefinitely for an unknown amount of time.

If you choose a "time period option", your online ordering will automatically re-enable after that amount of time or on the next Open Day at regular time if you selected "Rest of day".

Important Note: These are manual settings you can use to disable your ordering on a temporary basis or for an extended period of time. If you choose to "...totally deactivate" your ordering or "Disable Indefinitely", please remember to enable those options when you want to offer ordering again. The only automatic re-enable options are the time periods you can select.

You can also set Holiday Hours or Temporary Closings that will re-enable automatically by proceeding to our "How can I set Holiday Hours or Close My Store for The Day?" article.

WHEN SHOULD WE SEND YOUR ORDERS?

If you would like to be notified immediately when an order comes in (even if it is for a future time or date) select yes, as seen in the checkbox below. If you want to receive your orders according to the Prep Time/Order Times, then leave this unchecked. (Please Note: Most clients DO check this box so they can receive an order as soon as it is submitted by the customer.)

ALLOW TIPS AT CHECKOUT

Below, you can select yes if you would like customers to be prompted with the option to add a tip when they are checking out online. Additional options are shown after you Select this box, if you choose.

PRE-SELECT A SPECIFIC MENU

Usually, customers choose which menu they want to look at, even if that menu is not available at that time. If you select yes for the area in red below, the system will automatically select the appropriate menu for the time of day. The system would select the "Menu Time" (i.e. Breakfast, Lunch, Dinner) according to the availability set for each menu time.

By default, customers can mix and match menu items from any menus available at the time they are ordering for. If you want to limit customers to create orders from only one menu, select yes for the option below.

Ex: Customers who add items to their cart from the breakfast menu could NOT also add items from the lunch menu, even if both are available at the same time.

For the section below, the default image will be the image you have uploaded as your Logo Box Image. You can choose a different image to show on the Location & Hours Page, if you would like.

Below is where the above image will show if you choose to download a new one, or your logo will show by default.

DON'T FORGET! Make sure to Click "Save This Information" at the bottom of each settings page.

Payment Settings

If you select Pay at Pickup/Delivery you can then select cash and/or checks as a payment option. If you also select any of the available credit card types, the system will list those as available options for Pay at Pickup/Delivery. (You will be given the option to NOT accept credit card payments at Delivery, on location, further down the page.)

If you do not want to accept Cash at Delivery (at the door), then you will need to use "Add A Custom Payment Type" to create a way to Pay with Cash at Pickup. If you offer Delivery and select Pay at Pick up/Delivery, as shown below, then your customer will be able to choose "Pay with Cash at Delivery" at checkout.

If you would like to accept credit cards online, you will first need to add your Payment Processor to your account before you are able to select this payment option. You can only check this option if you will offer Real-Time online credit card processing and have a gateway set up in the Payment Processing section. (We do not automatically have a payment processor setup for your account.)

You may need to first see our Credit Card Processor Options article at this link.

You also have the option to accept Paypal Online, which is a separate integration apart from a credit card processor, so you could have both options. Visit our article here for more information on setting up Paypal. You will also want to see "How Do I find my Paypal API Credentials?"

You are also required to enter your Paypal Credentials before you are able to select to "Pay Online by Paypal"

You can also offer customers the option to pay by a house account, as seen below. This does require a special manual setup for each allowed customer, please view the article "How to Setup a House Account".

Below you can select which types of credit cards you want to accept.

We suggest adding this information that relates to the above options and then proceed to the first "Save This Information" button and click that to save your general payment settings, BEFORE using "Add a Custom Payment Type"

(Note: The types of credit cards allowed are determined by your payment processing account, selecting or not selecting one of the payment types is only to show the customer a visual of what you offer. Your Payment processor will allow or not allow a credit card type based on what your account allows)

Custom Payment Type Setup

If you offer a payment type not already covered, click Add A Custom Payment Type to set it up.

Here you can enter a Name of Custom Payment for your custom payment type.

Select this box if you would like to prompt the customer to an account number or membership card number. (Please note: This will be for your information only. Our system won't have a way to validate account numbers of any kind, including gift cards. You would have to manually validate and manage any custom payment options you choose.)

Finally you can select which order types you would like this custom payment type available for! Be sure to click Save This Information when you are done.

Credit Card Fees

You can opt to add an additional fee for orders payed for with a credit card. Either a percentage or a flat rate will do! You can also always leave it blank if you don't want to have an additional fee.

(Note: It is important that you check with your payment processor or merchant services before adding a fee. Many card companies require you to send them a notice 30 days in advance and have several other policies for charging a fee. They also charge large fines without much notice. You may want to consider creating a Per Order Processing Fee, instead.)

Select the box below if you do not accept credit cards at the time of delivery. Selecting this box means that you DO NOT allow customers to pay with a credit card at the door or at the actual time of delivery. (Please Note: You would need a way to swipe the customer's card in order to allow them to pay at the door.)

There is an option available to"Require [the] customer to pay by credit card or Paypal if the order subtotal is over" a specific amount input by you. You can see the feature in the image below and you would need to input the amount that would enable this feature.

If you enable this feature, other payment methods will be hidden when the order subtotal value exceeds the amount. Only Credit Cards & Paypal (if Enabled) will remain available for payment.

And finally, here are a few additional options available. Many processing companies now require or suggest that you make the customer input their CVV from their Credit Card (usually the 3 digit number on the back, also known as the security code). To enable this feature, select Yes below.

A zip code is always required for credit cards, but you can also select the box below to "Show full Billing Address form for credit cards" in order to require a customer to input their street address for AVS purposes.

(Note: At this time, not all our processor integrations have the ability to require the full address, please check with your support team for more information)

Additional Fee Options

This fee option was added to accommodate states that now require a "Bag Fee" or to give you the option to add other flat rate dollar or cent amounts to specific order types. (Note: This section does not have a way to charge additional percentage fees)

Hours

(Also known as Global Hours or Restaurant Online Ordering Hours)

Here you can set your online ordering hours for each day including multiple sets per day and different hours for Delivery vs Dine-In/Pickup.

Setting Hours

Here you can set your available hours for each day. If you are closed certain days simply click the closed box next to those days.

Note: If you have similar hours most days you can enter the hours in the Monday slot and click Copy to all Days for faster entry!

Be sure to click Save This Information when you are done!

Multiple Sets of Hours Per Day (Split Hours)

Click the box next to There are 2 sets of hours for each day and a second set of boxes will appear on the right for you to enter your 2nd set of hours. This is useful if you are closed for a few hours in the middle of the day.

Click Save This Information when you are done!

Different Hours for Dine-In/Pick-Up and Delivery

Click the box next to Delivery Hours are different that Dine-In/Pick-Up Hours. This will open a new set of hours so you can enter different hours that you are available for delivery vs. people coming to your location for pick-up or to dine-in.

Click Save This Information when you are done!

Multiple Sets of Hours for Different Order Types

Note that you can have both! If you check both boxes you can have two sets of hours for both the Delivery and the Pick-Up/Dine-In options. Click Save This Information when you are done!

HOLIDAY HOURS & CLOSED TIMES SETTINGS

To set up Holiday Hours & Closed Times whether those be temporary, long term or more permanent you can click the image below to visit our article that provides this information.

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Order Notifications

Here you can choose how you are notified when orders come in. Please select the button below for "How to Setup Order Notifications"

How to Setup Order Notifications

Prep Times (Order Times)

Also known as "Order Prep Times" or "Food Prep Times"

Here you can enter the time required for you to prepare orders and settings related to orders placed in advance.

The best way to calculate estimated prep times is to consider the following:

For Pickup: How much time do we need to prepare the food from the time the customer places their order to the time they are allowed to choose their Pickup Due Time.

For Delivery: How much time do we need to prepare the food + deliver the food from the time the customer places their order to the time they are allowed to choose for their Delivery Due Time.

You have the choice of 2 different formula options, but you can only pick one and the other one needs to remain as all 0's or the default. If you try to use both, the system will automatically use Option 1, so Option 2 would be obsolete. All fields can be left blank if you don't want a prep time. Not adding a prep time will allow a customer to select a time that is 2 minutes after they place their order and it could take that time to receive all your order notifications. (We do suggest that you DO include a prep time, so as not to confuse customers)

Option 1: You can calculate the prep time according to an amount for every chosen increment of cost.

The formula for this option is: Require X minutes for every $X.XX dollars spent

(Note: You must enter in an amount of time for the minutes and a dollar amount in order for the prep time to apply to the order. Otherwise, the system will not apply a prep time.)

Example, shown below:

Require 20 minutes for every $20.00 dollars

This means if an order's grand total is $41.99, then the prep time provided to the customer will be 40 minutes. (The customer will not be allowed to choose a time that is earlier than 40 minutes at checkout)

The formula for this option is: Require X minutes for orders under $X.XX dollars, and X minutes for all others.

(Note: You must enter in an amount of time for the minutes and a dollar amount in order for the prep time to apply to the order. Otherwise, the system will not apply a prep time.)

Example, shown below:

Require 30 minutes for orders under $50.00 dollars, and 45 minutes for all others.

This means that any order grand total under $50 dollars will give a 30 minutes prep time to the customer. Any order over $50 dollars will have a 45 minute prep time.

(Note: If you want ALL pickup orders to have the same prep time regardless of the order amount, then you will want to use Option 2 and input the same amount of time for each minutes box. Example: Require 30 minutes for orders under $50.00 dollars, and 30 minutes for all others.)

If you offer Delivery, make sure to set your prep times for those orders accordingly using the same options above.

Other Prep Time Options

"Require the minimum calculated prep time to be added to the "open" time for all applicable orders"

Enabling this option by CHECKING the box below, you are telling the system to add the online ordering "Open" time to the prep time you have added. This means if you open at 11 am, but don't want your first order DUE at 11 am, then you will want to check this box. If your prep time is 30 min, then the first available Due time the customer can choose would be 11:30 am, if this box is checked.

(Please Note: If you are using a prep time of 5 hours or more, you will want to make sure this box is UNCHECKED or problems will occur at checkout)

By default orders will not go through if the prep time would take the order past the time you close. Check this box to allow orders to be placed right up until closing time, even if this means an order would be ready after you are technically closed.

FUTURE ORDERS OR ASAP ONLY ORDER OPTIONS

Below you can choose to allow ONLY ASAP ("As Soon as Possible") orders, so no orders can be placed for future dates or times. This also means that customers will only be able to place an order during your actual open hours that you have set in the Hours section. (Online ordering will not be available before your open time or after your closing time.)

Along with choosing to allow ONLY ASAP orders, you can select the option for "Do not show a time when the customer places an "As Soon As Possible" Order by checking the checkbox in the lower red box below. (If this is enabled, the customer will NOT see an order Ready Time (or Due Time) on the checkout page, confirmation page or email they receive. It will simply say "As Soon As Possible")

You can choose to only allow orders for the rest of the day or set the maximum number of days in advance that a customer can order for Future Orders.

Below you can set the prep times for group orders.

(Important Note: Group ordering is being removed from our system. It is currently available in our legacy accounts, but will soon be removed from all accounts)

Below you can choose to attach a "FUTURE ORDER" warning to orders that are for a future date/time so it is more clear without having to inspect the date on each order that comes in. The warning will show on orders according to the number of minutes you have entered before the order is due to be ready.

ORDER THROTTLING

DON'T FORGET! Be sure to click the "Save This Information" button before you proceed.

ADVANCED GLOBAL PREP TIME SETTINGS

Click the image below to go to our Advanced Global Prep Time Settings article!

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Delivery & Minimums

Here you can set the minimum for orders, processing fees, delivery charges, and delivery areas (delivery zones).

Below you can enter the minimum that must be spent to qualify for different types of orders.

Note: You can also configure different minimums for different delivery distances, determined by Zip codes or miles/kilometers.

Processing Fee

You can also include a per-order processing fee if you desire. Here you can set the percent or dollar amount, name of the fee, when the fee applies, and if it is taxable.

You can also choose to "configure processing fees for order amount ranges", but first make sure you input your highest Base Fee above and click "Save This Information" at the bottom of the page!

For Example: If you wanted to charge a higher fee for a higher dollar amount, then you will enter the Base Fee as your highest fee. An Example might be that you want to charge 15% on any order that is over $200.00.After you have saved the Base Fee. Click "Configure processing fees for order amount ranges"

Let's Say you want the following fees and ranges:$0.00 - $100.00 Fee 5%$100.01 - $200.00 Fee 10%Over $200.01 Fee 15% (This is pulled from your Base Fee that you added above)

First input the Order range upper value of $200.00 with a processing fee of 10% and click Add Range.Next input the Order range upper value of $100.00 with a processing fee of 5% and click Add Range.

DELIVERY FEE (DELIVERY CHARGE)

In a similar way to the above you can set up a Delivery Charge. You can select a flat amount in dollars or as a percentage, or set it for different zip codes, distances, and order amounts. Choose a custom name (optional), whether to include the delivery charge in taxes, and a minimum dollar amount if you are using percentages to determine the fee. (Note: If you configure the Delivery Charge using one of the specific links for Zip, distance or amount - then be sure to leave the Delivery Charge as $0.00 and the system will use the specific option you set up)

We suggest scrolling down to click Save This Information before proceeding.

DELIVERY ZONE

Here you can set up your Delivery Zone, either by zip codes, miles radius, or drawing your own custom/irregularly shaped zone.

Note: Below you can also opt to use the driving distance to determine the delivery radius instead of the default "as the crow flies" method.

DON'T FORGET! Click "Save This Information" before you proceed.

If you choose to draw your own Delivery zone, click the link to the right of Option 3: Create/Edit custom delivery zones to begin. Here you can begin drawing your delivery zone.

Move around the map of your area using the small hand icon. The map will automatically show your location near the center.

To start, select the irregular shape icon near the top to the right of the hand icon. Simply click where you would like to begin your zone and a point will be marked on the map. Click again to drop another point and a line will appear between them, as seen below.

Continue dropping points until you have the shape of zone you desire. When you are done, the area will be filled with color.

Note: You can make multiple zones if desired.

At the top of the page you will now see your zone listed. Here you can name the zone, set the delivery rate, choose a color for the zone, or remove the zone if you would like to start again.

Be sure to click Save Delivery Zones when you are done! (If you leave the page without saving, the zone will be lost)