An account profile button is a button in your menu that manually assigns an existing account profile to an order. When this button is selected on the POS, the account profile is then applied to the order
For instance, the account profile is set with a service charge which is then applied to the order by tapping on the account profile button.
We currently support two Back Offices: the Back Office 2.0 (sidebar navigation) and the Console Back Office (top-level navigation).
The updated Back Office offers new and updated features including adding buttons to menus.
To use the Back Office 2.0 click here and log in with your current Back Office credentials.
To add an account profile button in your menu, an account profile must have been created previously. If you haven’t created an account profile yet, see Adding account profiles.
Select your Back Office to filter the setup steps:
- From the navigation menu, select Menu management > Menus.
- Click the name of the menu where you want to create the account profile button.
- Select a main screen to add the button to.
- Click Add button and choose Account Profile from the drop-down.
- Enable account profiles from the list or search for an account profile and enable it.
- Click Add button to add the button to the menu.
What’s next?
If you need to edit existing account profiles, feel free to do so from the Back Office.
- From the navigation menu, select Configuration > Items > Menus.
- Click Edit next to the menu where you want to create the account profile button.
- Click Editor next to the top-level screen where you will add the button.
- Click Account profile in the Add a new button section.
- Choose the account profile to use via the drop-down.
- Click Add button to add the button to the menu.
What’s next?
If you need to edit existing account profiles, feel free to do so from the Back Office.