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Online Ordering Order Fulfillment (Dine In, Pickup or Curbside)

January 29, 2024

Description

How to enable options for how an online order is received by the customer.

What's in this article?

Online ordering offers three delivery options when ordering online: 

  • Pickup allows customers to order and pay online, as well as pick up their items in person at your restaurant location.
  • Dine In allows customers to order, select their table, and pay for their meal from the convenience and safety of their own device.
  • Curbside prompts the customer to enter their vehicle type, make and color so customers never have to leave their car.

IMPORTANT!
Taxes must be configured and synchronized before order fulfillment options can be set up.

  • Pickup Settings
  • Dine In Settings
  • Curbside Settings
  • To enable Pickup orders

    1. In Back Office, select the Online Order tab.
    2. In the left navigation select Pickup Settings.
    3. Enable Pickup.

      IMPORTANT!  If not flagged, your customers will not be able to place orders online.

    4. Customize the Pickup message your customers will see at checkout by editing the message header and sub header.
    5. (Optional) Select the Allow Future Pickup to enable customers to place orders at a date in the future. Select how many days in advance a customer can select to pick up their order. 
    6. Select the time within the Pickup Start and End columns to edit the times. Type the desired time, and when you are done, press Enter.
    7. Select the + icon under the Edit Pickup Blocks column to add a new time block. You can add up to 4 different time blocks.
    8. The Time Slice Length will divide your order hours into segments to help you determine how many orders you can take within a given time slice. 
      • You can divide your day into time slices of 15, 30, 45 or 60 minutes. 
      • Click the time slice length for a given day to edit the length. Press Enter on your keyboard when complete.  
    9. Click the Max Orders number to edit the maximum amount of orders you can fulfill within a time slice.

      NOTE:  Keep in mind you will also have the Max Order settings for Curbside orders. You will need to take into consideration not only the Pickup orders but also the incoming Curbside orders when setting your Max Orders for that Time Slice Length you have selected. For example, if you have your day segmented in 30 minute slices and you have entered 2 as your max orders, from 2:00 p.m. -2:30 p.m. (a 30 minute time slice) for Pickup orders and also have 2 entered as you max orders in Curbside orders, you would only take 4 orders. When they are checking out on your Online Ordering site, customers will only see and can select from pickup times that have not met their maximum orders.  

    10. (Optional) Enable No Pickup Today to prevent order placement for this day on the Online Ordering site.
    11. Click  Save.


    Enabling Dine In as an order fulfillment option creates a contactless dine-in experience. Customers will be prompted to enter their Table ID when placing their Dine In Online Order, so food runners know what table to bring the food to. At checkout customers are prompted to pay online, as well as tip.

    To enable dine in orders

    • In Back Office, select the Online Order tab. 
    • In the left navigation, select Orders > Dine In Settings.
    • Enable Dine In for this store.
    • Create tables. The system will auto-generate a Table ID for the customer to use:
      • Click + to add a table 
      • Click the pencil icon to edit a table 
      • Click - to remove a table.
    • In the Edit Dine In Blocks column, click  + icon to add a new time block. You can add up to 4 different time blocks.
    • Customize the Dine In message your customers will see at checkout by editing the message header and sub header.
    • Click Save.


    Curbside pickup allows customers order their food ahead, enter their vehicle information and have their order delivered to their car instead of going into the restaurant. You can customize a message to be displayed on the customer-facing checkout screen. 

    To enable Curbside dining

    1. In Back Office, select the Online Order tab. 
    2. In the left navigation, select Curbside Settings.
    3. Enable Curbside.
    4. (Optional) Enable Display Curbside date & time dropdown on checkout page?.
    5. Customize your Curbside message by editing the Header and SubHeader to say whatever you would like customers to see on your checkout screen.
    6. (Optional) Select the Allow Future Pickup to enable customers to place orders at a date in the future. 
      • Select how many days in advance a customer can select to pick up their order. 
    7. Set the time within the Curbside Start and End columns to edit the times, then press Enter. The Curbside Start time is the time the first order will be ready for pickup. Keep in mind, that you may not want your first available curbside pickup time to be the same time your store opens.  For example, if your store opens at 8 a.m. and they are food service, you may want to set you first available curbside pickup time at 8:30 a.m. to give time to prep.
    8. Select the + icon under the Edit Curbside Blocks column to add a new time block. This feature allows you to have up to 4 different time blocks.

      NOTE:  See Essentials: Online Ordering Order Mode Settings for steps on how to setup Product Availability Times.

    9. The Time Slice Length will divide your order hours into segments to help you determine how many orders you can take within a given time slice. You can divide your day into time slices of 15, 30, 45 or 60 minutes. You can click the time slice length listed for a given day to edit the length. Press enter on your keyboard when complete.  
    10. Enter the maximum amount of orders you can fulfill within a time slice. Click the number listed in the Max Orders Column to edit the amount. Press enter on your keyboard when complete.

      NOTE:  Keep in mind you will also have the Max Order settings for Pickup orders. You will need to take into consideration not only the Curbside orders but also the incoming Pickup orders when setting your Max Orders for that Time Slice Length you have selected.

      • For example, if you have your day segmented in 30 minute slices and you have entered 2 as your max orders, from 2:00 p.m. -2:30 p.m. (a 30 minute time slice) for Curbside orders and also have 2 entered as you max orders in Pickup orders, you would only take 4 orders.
      • When they are checking out on your Online Ordering site, customers will only see and can select from curbside pickup times that have not met their maximum orders. 
    11. (Optional) You can enable No Curbside Today to prevent customers from placing curbside orders for this day.
    12. Select Save when you are done making edits to the page.


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