Within the Onboarding Portal, a new step, Ordering Platform Setup, has been added that allows users to add the desired Ordering Platform for integration.
Add an Ordering Platform via Onboarding Portal
Follow the given steps to add an Ordering Platform for integration:
Step 1: Login here to access the Checkmate Portal using your user’s login credentials.
Step 2: Select the Onboarding Portal button.
Step 3: Select the brand the location is in. You need to add the desired Ordering Platform for integration. Select the View Tasks button.
Step 4: Select Step 2, i.e., Ordering Platform Setup, from the Onboarding Task List. Select the LET’S GO! Button to add the desired Ordering Platform for integration.
Step 5: Select the desired Ordering Platform for integration and add it to the respective location by selecting the “Add” button present along with the Ordering Platforms. You can also see more by clicking on “Browse All”
Note: Users can also search the desired Ordering Platform using the search bar shown below.
Step 6: A new Add Ordering Platform dialog box, shown below, will appear on the screen. Click the “Continue” button to direct you to a Success dialog box confirming that the desired Ordering Platform has been added. Click the “I’M DONE” button to complete the process successfully.
Note: Users can also add the desired information for the Ordering Platform(s) selected for integration.
Note: Select the ADD MORE button to add more Ordering Platforms for that respective location.
Remove an Ordering Platform
Follow the given steps to remove an Ordering Platform:
Step 1: Within the Onboarding Portal Setup window, click on "My Integrations". Then, select the ordering platform you want to remove and click on the three dots to the right. This will open a menu from which you should choose "Remove".
Step 2: Type REMOVE in the dialog box on the screen. Select the Remove button to successfully remove the desired Ordering Platform.
Add an Ordering Platform not available in the Marketplace
Follow the given steps to add an Ordering Platform that is not available in the Onboarding Portal:
Step 1: Click on the “Want us to support a new Ordering Platform?” button in the “Browse All” section
Step 2: A new Request for Supporting a New Ordering Platform dialog box will appear on the screen. The user can provide the name of the desired Ordering Platform and a note for our internal team. Select the “SEND EMAIL” button to successfully place the request for adding a new Ordering Platform.
View details for an Ordering Platform
Follow the given steps to view information added for an Ordering Platform:
Step 1: Within the Onboarding Portal Setup window, on the “My Integrations” tab, select the Ordering Platform for which you would like to view the information. Then, select the View Details button.
Step 2: A new window, shown below, will appear on the screen, where the user can view or edit the information entered for that respective Ordering Platform.
Note: You can only add ordering platforms from the Onboarding Portal for new locations. To add an ordering platform for an existing location, follow the steps here.
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