Introduction
Direct Ordering - Account Management
- Direct Ordering - Admin Overview
- Logging in to your Direct Ordering Admin Panel
- Intro to the Direct Ordering Admin
- When to use the Direct Ordering Admin Panel vs the Checkmate Admin Panel
- Reset Password
- Why has my account been deactivated?
User Management
Internal Communications
Customer Management
Order Management
- Placing an order on behalf of a customer
- Reordering a past order on behalf of a customer
- Editing an existing Future Order
- How to Cancel (Void) an Order
- Adjusting the tip on an order
- Order Throttling
Customer Charges & Refunds
- How credit card deposits work
- How to handle Chargebacks
- How are taxes calculated in Direct Ordering?
- Enable Tax Exemptions at a Store Location
- How to process a Full or Partial Refund
- Calculating Refunds in Direct Ordering
Customer Communications
- Updating Customer email addresses
- Customer Confirmation Emails
- How to resend an Email Confirmation to a customer
- Avoiding spam filters
- Final Confirmation Emails
- Sending updated receipts to customers
Customer Experience
- Add a Video to the Guest or Account Page
- Why do customers get an "incorrect zip code" error message on the checkout page?
- Why customers may see charges on their credit cards when orders don't go through
- How easily can customers Reorder a past order, really?
- How do I update the customer-facing Store image that appears on my Locations page?
- Edit the URL of your online ordering Logo
Onboarding & Setup
- Domain Name System (DNS)
- Establishing the payment types accepted at my restaurant
- Setting default suggested gratuity percentages by Store or Revenue Center
- Where do I find my online ordering URL?
- Setting up Apple Pay & Google Pay for your Direct Ordering website or mobile app
- Placing Test Orders on Direct Ordering Demo site & Mobile app
Menu Setup & Updates
- Discounted Items
- Recommendations (Upsells)
- What's the benefit of managing descriptions, images, etc. in Direct Ordering?
- What's the difference between a Name and an Internal name?
- How to update menu item and modifier images in Open Tender
- What type of menu information does Direct Ordering receive from Checkmate?
Take-out, Curbside, & Delivery
- Pickup Notes for Uber Direct Orders
- Managing Store Hours
- How to add a Directions Link for a Store location
- Setting up Delivery Zones
- Curbside Pick-Up customer journey
- How to enable/disable Curbside Pick-Up
Scan Order Pay & Tableside Ordering
Group Ordering
Catering & Events
Loyalty & Marketing
- Marketing Campaign Overview
- Creating a new Email Campaign
- Editing a Campaign
- Saved Content
- Automated Email Campaigns
- Creating a Segment
Payments
- Using Digital Gift Cards with Toast POS
- How rounding works
- How Credit Card Payments Work
- How to Retry Charging an Uncharged Order
- How Online vs. In-Store payment processing differ
- Uncharged Orders
Reporting
- Accessing Direct Ordering Reporting
- Where do I find a list of my top selling items? - Product Mix Report
- Direct Ordering - Receipts Report
- Direct Ordering - Tenders Summary
- Direct Ordering - Tenders
- Direct Ordering - Order Ratings