How to add an Ordering Platform for Integration 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 and 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”

Step 6: A new Add Ordering Platform dialog box shown below will appear on the screen. Select the Continue button to direct you to a Success dialog box confirming that the desired Ordering Platform has been added. Select the I’M DONE button to complete the process successfully.

How to 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 that appears on the screen. Select the Remove button to remove the desired Ordering Platform successfully.

How to add an Ordering Platform not available in the Ordering Platform Setup UI?

Follow the given steps to add an Ordering Platform that is not available in the Ordering Platform Setup UI:

Step 1: Select the Want us to support a new Ordering Platform? button in “Browse All” section

Step 2: A new Request for supporting a new Ordering Platform dialog box will appear on the screen where the user can provide the name of the desired Ordering Platform that he would like to add along with a note for our internal team. Select the SEND EMAIL button to place the request for adding a new Ordering Platform successfully.

How to view information added 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 that has been entered for that respective Ordering Platform.