Introduction & Getting Started
Admin Panel & Account Access
User Management
Stores & Locations
- Adding a Directions Link for a Store Location
- Editing the Online Ordering Logo URL
- Location Sorting and Display on the Direct Ordering Website
- Managing Store Hours
- Setting the Customer-Facing Hours Description
- Resolving Address Lookup Issues with Google Maps
Menu Setup
- How Direct Ordering Syncs Menu Information from Checkmate
- Menu Item Names and Internal Names
- Editing a Menu Item
- Managing Menu Descriptions and Images
- Using Tags and Allergens
- Menu Recommendations (Upsells)
Direct Ordering App
Internal Communications
Customer Management & Experience
- Adding a Customer to the Customer Database
- Editing Customer Details
- Updating Customer Email Addresses
- Resetting a Customer Password
- Blocking Customers
- Enabling Favorites for Quick Reordering
Order Management
- Finding an Order
- When Orders Are Sent to the POS
- Order Throttling
- Large Order Notifications to the POS
- Editing a Future Order
- Adjusting the Tip on an Order
Catering & Events
- Managing Catering Orders
- Adding a Catering Order
- Creating and Converting Catering Quotes
- Managing Catering Orders on the Order Management Page
- Edit Catering Orders
- Approving a Future Catering Order
Order Types & Fulfillment
- Order Types Available to Customers
- Group Ordering
- Scan Order Pay
- Tableside Ordering
- Downloading Custom QR Codes for In-Store Guests
- Setting Up Curbside Pickup
Customer Communications
- Configuring the Sender Email Address
- Setting the Footer Email Address
- Customer Confirmation Emails
- Final Confirmation Emails
- Resending a Confirmation Email to a Customer
- Sending Updated Receipts to Customers
Charges, Fees & Taxes
Loyalty & Marketing
- Types of Loyalty Programs Supported by Direct Ordering
- Rewards
- Reward Events
- Setting Up Bonus Periods
- Setting Up the Third-Party Loyalty Sign-Up Message
- Earning and Redeeming Loyalty with Toast In-Store
Payments & Refunds
- How Credit Card Payments Work
- How Online and In-Store Payment Processing Differ
- How Credit Card Deposits and Settlement Work
- How Card Verification and Authorization Work
- Managing Saved Credit Cards for Logged-In Guests
- Setting Up a Payment Processor
Reporting & Analytics
- Accessing Direct Ordering Reporting
- Receipts Report
- Tenders Summary
- Tenders
- Credit Cards Summary
- Order Ratings