Onboarding In a Nutshell
Complete all in this section:
- Intro/kickoff call - Tableside Order & Pay will set you up in the backend and send an account setup link.
- Log into the Tableside Order & Pay Owner Panel
- Complete PreBot
- POS integration (If applicable): Toast / Omnivore (Tableside Order & Pay will complete the integration when the listed steps are done)
- Menu Entry: Menu CSV / Toast Menu / Omnivore Menu (under the section "Adding Your Menu to Tableside Order & Pay"
- Set store hours and menu times
- If desired, add employees
- Training Call - Tableside Order & Pay will schedule this for you when the above is complete
If you offer On Premise Server Delivery, complete this checklist:
- Send list/map of location codes (table numbers/hotel rooms/bar chairs/etc.) Tableside Order & Pay will input your location codes
- Signage
If you offer Off Premise Delivery (Self Delivery or Delivery by third party)
- Configure delivery integration: DoorDash Drive / Relay
- Set delivery fee
If you purchased hardware, complete this checklist:
- Read Network Requirements and Pre Install Requirements
- Fill out Pre Install Checklist and send back (Tableside Order & Pay will provide this document)
Tableside Order & Pay will ship out hardware when above is complete
Additional features you may be interested in:
- Create Promo/Discount Codes
- Add messages on menu pages
- Add alphabetical prefix to order number (helpful for merchants with multiple vendors)
- Adjust name of charge on guests credit card statements
- Reporting
- Set ‘cart’ required fields
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