Hi. How can we help?

Creating and customizing ordering profiles

Create and customize Order Anywhere ordering profiles to enable and enhance the ordering experience for your customers. Depending on the profile you select, customers can order for pickup, at their table, or just browse your menu online.

Creating ordering profiles

The type of ordering profile you create sets the tone for how your customers will interact with Order Anywhere. Pickup profiles allow customers to place takeaway or pickup orders before coming to your restaurant, table profiles allow customers to order from within your restaurant, and menu browsing profiles allow your customers to read your menu online.

To create ordering profiles:

  1. Log in to the Order Anywhere Back Office.
  2. From the navigation menu, go to My profiles.
  3. Click Create profile.K-series-OA-profiles-create-profile.png
  4. Select an order type by clicking one of the tiles.
    • Pickup: Pickup profiles allow customers to place takeaway or pickup orders before coming to your restaurant. Customers can choose to pick up their order as soon as possible or schedule it for a later date or time.
    • Table: Table profiles allow customers to place dine-in orders at your restaurant.
    • Menu browsing: Menu browsing profiles combined with Scan and Pay allow customers to read your menu online through the Order Anywhere application, without placing an order.K-series-OA-profiles-new-profiles-tiles.png
  5. Enter a name for the profile.
  6. Select a menu from the Profile menu drop-down menu.K-series-OA-profiles-new-profiles-name.png
  7. Click Create.

Once you’ve completed creating ordering profiles, you’re ready to customize your ordering profiles.

Customizing ordering profiles

After you've created your ordering profiles, customize them by configuring the settings to better represent your restaurant. Settings vary according to the type of profile you've just created. Click on the corresponding type tab to learn more about customizing ordering profiles. 

Payments must be enabled in order for Payment settings to appear in ordering profiles.

  • Customizing pickup and delivery profiles:

    1. Click the Details tab and fill in the appropriate information.
      • Menu to use with this profile: Select the menu that will be linked to this profile from the drop-down menu.
      • Set average time for food preparation (in minutes): Use the + and - buttons to indicate the amount of time it typically takes to prepare an order. Customers will see the average food preparation time on their device.Order Anywhere pickup profile page open to the details tab.png
    2. Click the Pickup settings tab and fill in the appropriate information.
      • Limit ordering ahead: Select how far in advance customers can place orders by clicking the amount of time (ASAP, same day only, or one to seven days ahead) from the drop-down menu. If Ordering ahead is enabled, customize time slots by adjusting time slot duration and orders per time slot settings.
      • Time slot duration: Select the amount of time of each available ordering time slot.
      • Orders per time slot: Enter the amount of maximum orders to be accepted within each time slot. K-series-OA-pickup-settings-custom-time-slots.png
      • (North America only) Curbside pickup: Toggle on to enable curbside pickup to give customers the option to ask for their order to be brought to their car when they pick it up.
      • (Optional) Include a note: Add a note to be displayed in the confirmation message to customers.K-series-OA-profiles-pickup-pickup-settings.png
    3. Click the Payment tab and fill in the appropriate information.
      • In-person payments: Toggle on to enable in-person payments and select which payment methods to offer. To edit which payment methods are offered, click Add and select your desired payment method from the menu.
      • Online payments: Toggle on to enable online payments.K-series-OA-profiles-pickup-payment-settings.png
    4. Click the Checkout settings tab and fill in the appropriate information.
      • Customer note: Allow customers to add a note at checkout, like if they’d like to edit one of the items or request a substitute.
      • Tipping: Allow customers to add a tip to their total. To edit which tipping options to offer customers, click Add and select your desired tipping percentages.
      • Cutlery opt-in: Toggle on to allow customers to request cutlery with their orders.K-series-OA-profiles-pickup-checkout-settings.png
    5. Click the Delivery tab and fill in the appropriate information.

      Beta disclaimer: At this time, Delivery is only available to certain accounts.

      • Enable delivery: Toggle on to enable delivery.Screenshot 2023-11-10 at 4.16.43 PM.png
      • Delivery area: Enter the distance from the restaurant to the delivery location.
      • Estimated delivery time: Select the estimated amount of time it should take to complete a delivery.
      • Minimum order value for delivery: Enter minimum order value to qualify for delivery.
      • Delivery fee: Enter delivery fee.Screenshot 2023-11-10 at 4.53.16 PM.png
    6. Click the Ordering hours tab and fill in the appropriate information.
      • Online ordering hours: Toggle on to override your restaurant's current business hours so customers will be able to order during a specified time period. Click the days you'd like to enable online ordering hours for, then select the time frame you'd like to make online ordering available. To add multiple online ordering shifts, click Add shift, and repeat setting up online ordering hours.K-series-OA-profiles-pickup-ordering-hours.png
    7. Click Save.
  • Customizing table profiles:

    1. Click the Details tab and fill in the appropriate information.
      • Menu to use with this profile: Select the menu that will be linked to this profile from the drop-down menu.
      • Set average time for food preparation (in minutes): Use the + and - buttons to indicate the amount of time it typically takes to prepare an order. Customers will see the average food preparation time on their device.Screenshot of Table profiles Details page.png
    2. Click the Payment tab and fill in the appropriate information.
      • In-person payments: Toggle on to enable in-person payments and select which payment methods to offer. To edit which payment methods are offered, click Add and select your desired payment method from the menu.K-series-OA-profiles-table-payment-settings.png
    3. Click the Checkout settings tab and fill in the appropriate information.
      • Tipping: Allow customers to add a tip to their total. To edit which tipping options to offer customers, click Add and select your desired tipping percentages.
      • Customer contact information: Toggle on the contact fields to collect from your customers at checkout (email address, first name, last name, and phone number).
    4. (Optional) Click the Set as required box next to an enabled contact field to require customers to provide their contact information before submitting their order.K-series-OA-profiles-table-checkout-settings.png
    5. Click the Ordering hours tab and fill in the appropriate information.
      • Online ordering hours: Toggle on to override your restaurant's current business hours so customers will be able to order during a specified time period. Click the days you'd like to enable online ordering hours for, then select the time frame you'd like to make online ordering available. To add multiple online ordering shifts, click Add shift, and repeat setting up online ordering hours.K-series-OA-profiles-table-ordering-hours.png
    6. Click Save.
  • Customizing menu browsing profiles:

    1. Click the Details tab and fill in the appropriate information.
      • Menu to use with this profile: Select the menu that will be linked to this profile from the drop-down menu.
      • Set average time for food preparation (in minutes): Use the + and - buttons to indicate the amount of time it typically takes to prepare an order. Customers will see the average food preparation time on their device.Screenshot of Browsing profile Details page.png
    2. Click Save.

Once you’ve completed customizing ordering profiles, you’re ready to share your ordering profiles by generating custom QR codes and locating the link to your website.

Sharing ordering profiles

After you've created and customized your ordering profiles, share them with your customers. The custom QR codes and link to your website allow customers to access your Order Anywhere page to place orders both inside and outside the restaurant or read through your menu as they plan their next visit.

Generating custom QR codes

Customers can conveniently place orders by scanning your ordering profile’s QR code using the camera on their mobile phone or tablet. Generate unique QR codes for your profile, print them, and add them to your menus or signs for easy access to your Order Anywhere page.

  1. Log in to the Order Anywhere Back Office.
  2. From the navigation menu, go to My profiles.
  3. Click the name of the profile you want to generate QR codes for.
  4. Click Generate QR codes.
  5. Fill in the appropriate information according to the profile’s order type.
    • Arrange the QR code, header text, and logo: Select if you’d like the QR code to display vertically or horizontally.
    • Personalize the header text: Write the text you’d like displayed on your QR codes. For example, “Scan to browse, order, and pay!”
    • (Table and Menu browsing profiles only) Display the table number: Toggle on to display the table number.
    • Display the restaurant logo: Toggle on to display the restaurant logo.
    • Choose a font: Select your preferred font from the drop-down menu.
    • Choose a background color: Select your preferred background color from the available options.Generating QR codes
  6. Click Next.
  7. Fill in the appropriate information according to the profile’s order type.
    • (Table and Menu browsing profiles only) Floor plan: Select the relevant floor plan to your QR codes.
    • Export settings: Select which file format you’d like to export your QR codes into.
    • Size: Select your preferred QR code size from the drop-down menu.
  8. Click Export.K-series-export-QR-codes.png
  9. (Table and Menu browsing profiles only) Print the QR codes.
  10. Add the QR codes to their matching table, a physical takeaway menu, or on your website for customers to scan.

Locating the link to your website

Spread the word about your Order Anywhere pickup and menu browsing profiles by placing a custom button on your website or sharing the link to your website on social media.

  1. Log in to the Order Anywhere Back Office.
  2. From the navigation menu, go to My profiles.
  3. Click the name of an existing profile.
  4. Click the copy to clipboard button next the link to your website.
  5. Add the link to your website to customer-facing pages, such as physical menus or your social media.

What's next?

Enabling payments for Order Anywhere

Enable online and in-person payments, as well as set up Scan and Pay, allowing customers to conveniently pay for their orders through Order Anywhere.

Learn more

Editing Order Anywhere profiles

Manage Order Anywhere profiles by editing, pausing, refreshing their menus, or deleting them as necessary.

Learn more

Was this article helpful?

0 out of 1 found this helpful