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How Online Ordering Works

Learn to set up menus, configure schedules, accept payments, share the order link, and manage orders seamlessly.

Updated over 10 months ago

Follow these steps to set up and effectively launch your Online Ordering with Sociavore.

1. Create a Menu

First, you need a menu full of attractive items for guests to order off of. You can create one (or many!) using our own menu editor. You can also sync menus through Cuboh, Deliverect, or Square if you already have established menus on other platforms.

Create new menu button on Sociavore

We support live general and daily Inventory Management, Order Pacing (Order Throttling) to control how many orders you allow at a time, and menu item Modifiers for add-ons or complex menu items. All of these tools are designed to help you run your online ordering system in the the way that works best for you and your guests.

Inventory management, order pacing, and modifier samples

2. Enable Ordering Channels

"In what ways can customers order off this menu?"

Once you have a menu, guests need a channel to access it. On Sociavore, there are many options for how you can bring your guests and your food together.

Pickup Schedules: Guests order online, then pick up in-store at a designated time.

Delivery Schedules: Guests order online, and you deliver it to them. If you do not have your own delivery drivers, DoorDash Drive is built right in to Sociavore. In supported locations, you can leverage on-demand delivery drivers through our automated system. They'll show up right at your door to take the order without you having to do a thing!

Tableside Schedules: Take orders and collect payments directly from a table, hotel rooms, or poolside lounges - any place you can assign a code to.

Drop-Off: Create a batch delivery schedule that brings your food to specific community drop-off locations at set times for maximum convenience for your guests and corporate clients. Some restaurant brands call this "Outpost Ordering."

3. Fill in Ecommerce Settings

To enable Ecommerce on your website, navigate to Ecommerce Settings. For guests to be able to order online, you must toggle the store status to ACTIVE and fill out the settings that appear below. This includes your confirmation message, refund policy, currency, and other essentials.

4. Connect Payment Gateway

Within the same Store settings as the previous step, the Payments tab is where you must connect Square Payments in order to accept payments from guests. After connecting your Square account, you can also enable convenient checkout options like Apple Pay.

5. Share Your "/order" Link

Once your online ordering is set up, there is one ("power!") link that directs guests to access all of your active ordering channels. If your website is "retaurant.com", then any customer directed to "restaurant.com/order" will be prompted to order from an automatically managed selection of your options for pickup, delivery, or any available channels.

6. Get Guests Hooked With Promo Codes

Create promo codes to share when you launch your online ordering to get your guests interested! This is also a great way to collect email addresses to use for future marketing campaigns. You can learn how to create discount codes here!

7. Get Orders to the Kitchen

Orders can be received both physically and/or digitally.

Printing Orders

You can connect a Cloud Printer that can automatically print any orders you receive. We have guides on how to do this using the Square POS app for both iOS and for Android devices. [iOS Guide] [Android Guide]

Orders Viewed On a Computer

All your orders can be viewed and fulfilled on your Sociavore dashboard at any time from any standard computer. You can also use a mobile device (such as an iPad or other tablet) to receive orders and audio notifications. Alternatively, you can use Cuboh to aggregate orders to your POS, or do similar with Deliverect.

Run a Test

You can run test orders to put yourself in the guest's shoes and try out the entire system. [Guide on how to run a test purchase]

8. Use "/feedback" to Improve

Every Sociavore website comes with a built-in feedback form. It can be accessed with the "/feedback" power link. If your website is "restaurant.com", then "restaurant.com/feedback" will open the feedback prompt.

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