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Managing Order Anywhere service profiles

Service profiles can be edited at any time to change settings, update your menu, and change profile type. You can also pause a profile so customers temporarily can't order from it, or delete unneeded profiles.

Editing service profiles

Edit a service profile to rename it, customize ordering preferences, or modify payment settings. From the edit page you can also pause orders, access the link to share your profile, view your menu, rename your profile, or delete it.

  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 edit.
  4. Make your desired changes to the profile.
  5. Click Save.

Settings for service profiles

Service profile settings are split into sections for Details, Order ahead, Delivery, Payment, Checkout, and Ordering hours. To view and edit all available settings, click All settings.

Details

Edit your profile settings, set order preparation times, and generate QR codes and PDF menus.

  • Select order type: Click this button to switch between Pickup and delivery, Table, and Menu browsing profiles.
  • Primary menu: Use this dropdown menu to change the menu assigned to this profile.
  • Refresh menu: Click Refresh menu to apply any changes you've made in the Back Office to the selected menu.
  • Manage menus: Click this link to edit the selected menu in the Back Office.
  • Order preparation time: Choose to set an average preparation time in minutes or omit any time estimate and show the customer only a Your order will be ready soon message.
  • QR codes and online menu: Click these buttons to generate QR codes your customers can scan, or a PDF version of your menu.
  • Activate happy hour on this service profile (Table only): Toggle this button on to create a Happy Hour order profile for Order Anywhere. You can then edit the order profile to set a schedule for it and set up multiple-pricing schemes on menu items to charge a different price when the profile is in effect.

The Details page

Order ahead

Allow customers to schedule future orders for pickup or delivery by toggling on this button. This option is not available for the Table profile.

  • Maximum days ahead: The maximum number of days into the future the customer can order. For example, you could set it to only allow same-day orders.
  • Time slot duration: The time in minutes between future orders.
  • Limited orders: Click this option to restrict the number of orders taken. In the Orders per time-slot field, enter the number of orders accepted in each time slot duration. For example, accept only five orders every 15 minutes.
  • Unlimited orders: Click this option to allow unrestricted ordering.

The Order ahead page

Delivery

Allow for delivery to customers and set your delivery area by toggling on this button. You can choose to offer delivery using your own staff or through Uber Direct. Set one or multiple zones to deliver within by clicking Create new and entering the required information.

This option is not available for the Table profile.

  • Radius: Choose this option to create a delivery area based on distance.
  • Custom shape: Choose this option to draw a custom delivery area on the map.
  • Name: Give this delivery zone a name, like Delivery Area.
  • Distance: Enter the maximum distance you'll deliver, such as 10 km.
  • Delivery fee: Enter a delivery fee to be applied to each order.
  • Minimum order: Enter a minimum amount an order needs to reach before you'll deliver.
  • Estimated delivery time: Enter an estimated delivery time in minutes to display to the customer.

The Delivery page

Payment

Select the payment methods you'll accept. You can offer online payment, in-person payments, or both.

To accept online payments, you will need a payment processor like Lightspeed Payments.

For in-person payments, click Add and check off the boxes for each payment method you'll allow: Amex, Cash, Credit card, Debit card, and/or Gift card.

The Payment page

Checkout

Customize your customer's checkout options.

  • Customer note: Allow customers to add a note at checkout. You can turn this off completely, make it optional, or make it required (Pickup and delivery only).
  • Tipping: Toggle this button on to allow the customer to tip at checkout.
  • Default tip selection: Choose the default tip recommended to the customer. You can click the percentage buttons to allow other percentages the customer can choose from.
  • Cutlery opt-in: Toggle on this button to allow the customer to request cutlery (Pickup and delivery only).
  • Upload custom terms and conditions PDF: Click Upload to add a link to your custom terms and conditions to the checkout page. When a PDF has been uploaded, the button will change to allow you to delete the PDF.
  • Collect customer contact information: Choose settings for collecting contact information. First name and email are mandatory for Pickup and delivery. Choose from Off, Optional, or Required for each option.

The Checkout page

Ordering hours

Set custom hours for your Order Anywhere profile from this section by toggling on this button. Check off each day you want your Order Anywhere menu to be available, and set your shift hours. Click the + symbol to add multiple shifts.

If no custom schedule is set, or you turn this option off, Order Anywhere will use your business's regular hours configured in your Order Anywhere settings.

You can also set the schedule to your business hours by clicking Set to business hours or choose custom hours for one day and click Copy to all to set the same hours for every day of the week.

The Ordering hours page

Pausing service profiles

Pause specific service profiles to temporarily prevent customers from placing orders. Pausing service profiles only determines whether customers can see and use the profile, so you can pause and resume at any time without affecting your Back Office data. For example, seasonal profiles could be paused after that season ends, and then resumed the following year.

  1. Log in to the Order Anywhere Back Office.
  2. From the navigation menu, go to My profiles.
  3. Click Pause orders beside the profile you want to pause. Once enabled, Pause orders changes to Resume orders.

    Paused orders highlighted

  4. Click Save.

Deleting service profiles

Deleting a service profile is useful when your restaurant no longer provides a specific ordering type, discontinues a particular service, or when you simply want to remove outdated or irrelevant ordering profiles.

Once you delete a service profile, it cannot be undone. All data associated with the deleted profile will be permanently lost.

  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 delete.
  4. Click More actions, then click Delete profile.

    The Delete profile button highlighted

  5. Review the pop-up warning.
  6. Click Delete to confirm.

What's next?

Setting up and using Item availability

Set up and use item availability, including enabling it, adding the web extension, snoozing items to make them temporarily unavailable, and unsnoozing items when they're ready to be sold again.

Learn more

Fulfilling orders from Order Anywhere

Prepare your restaurant for fulfilling orders from Order Anywhere, including syncing online-paid and paid in-person orders, adjusting covers for table orders, processing payments, and optionally turning off online ordering.

Learn more

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