Introduction
Direct Ordering - Account Management
- What to do if Google Maps can’t find your address
- Why has my account been deactivated?
- Logging in to your Direct Ordering Admin Panel
- Launching a custom branded mobile app with Direct Ordering
- Intro to the Direct Ordering Admin
- Store Groups
User Management
Financial Management
Internal Communications
Customer Management
Order Management
- Reordering a past order on behalf of a customer
- How to alert your POS when a customer places a large order
- Editing an existing Future Order
- Adjusting the tip on an order
- Placing an order on behalf of a customer
- How to find an order in the Direct Ordering Admin Panel
Customer Charges & Refunds
Customer Communications
- Updating Customer email addresses
- Avoiding spam filters
- Customer Confirmation Emails
- Final Confirmation Emails
- How to resend an Email Confirmation to a customer
- What should I list as my "sender" email address?
Customer Experience
- 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
- How to enable "Favorites" so customers can easily reorder them
Onboarding & Setup
- 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
- What are all the ways a customer can order from my restaurant?
Menu Setup & Updates
- 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 Direct Ordering
- What type of menu information does Direct Ordering receive from Checkmate?
- Can my restaurant have one dedicated 1st-Party ordering menu for Direct Ordering and a different one for 3rd-Party ordering platforms?
Take-out, Curbside, & Delivery
- How to add a Directions Link for a Store location
- Setting up Delivery Zones
- How to view your pickup & delivery hours
- Curbside Pick-Up customer journey
- How to enable/disable Curbside Pick-Up
- Setting up Delivery Zone Priorities
Scan Order Pay & Tableside Ordering
Group Ordering
Catering & Events
Loyalty & Marketing
- Marketing Campaign Overview
- Creating a new Email Campaign
- Editing a Campaign
- Automated Email Campaigns
- Creating a Segment
- Rescheduling a Scheduled Campaign