This article will walk you through the various "settings" available to enhance your restaurant’s digital presence and streamline operations. From managing your restaurant’s general information, opening hours & look to customizing payment options and employee management, each section is designed to optimize customer interactions and improve efficiency. Let’s dive into the key settings you can configure to create a seamless experience for both your staff and customers.
In this article, you will learn how to configure:
- General information
- Restaurant / Hotel Image
- Opening Hours
- Price level
- Tables & Reservations
- Color And Font Settings
- Your Tables
- Payment Processor Setting
- Reviews
- Pay Later
- Pick Up Orders
- Remote Pick Up Orders
- POS / Integrator System
- Waiter Requests
- Manage Employees
- Auto Close
- Social Media Links
- Call To Action Text
- Bottom Of the menu Text
- Customer Email Collection
- Modifier Settings
- Recommended Items
- Notification emails
- WebsiteUse this section to configure your website settings.
- Menu Styling & Fonts
- Menu Sorting
- Delivery Settings
- Welcome Screen
- Menu POPUP
- Promo Banner
- Merchant Directory
- Order Grouping
Each section in Settings allows you to make specific adjustments to optimize customer interactions and streamline operational processes. Once you have finished all configurations, please remember to save or update the settings accordingly.
You can start by accessing these settings via your "Admin Panel" > "Settings" tab.
Below, you can find more details on each section and how to set it.
General information
-This section allows you to edit the Restaurant main information such as Name, URL, Address and contact information
Choose General information to edit all the information below.
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-After Setting all the information, click on Update
Restaurant / Hotel Image
-Choose a cover image for your restaurant / hotel. This image will show up on your restaurant's / hotel's URL once the customer accesses the QR code, as well as in the app.
-Upload your preferred image and then click on Choose Image to update it.
Opening Hours
-Select the opening and closing times for your facility during the whole week.
-First, move the cursor to select the operational days, as shown below. Then, select the closing and opening times for each day and click on "update opening hours".
Price level
-Select the price range for your restaurant. We recommend matching with the same range of Google or Yelp range.
-Once you choose the price level and click on "update price level".
Tables & Reservations
Step 1: Tables: Enter the total number of tables you have for this size/capacity, as this will be used for reservations and to generate QR codes for each table. Make sure to provide accurate information. For each table, specify its seating capacity by clicking on it and selecting the appropriate number.
Example: if you have 4 tables that accommodate 2 people each, go to the "Tables for 2" section and enter 4 in the "Number of Tables" field.
Step 2: Reservations
Manage the reservation Duration by changing the duration in the table below.
For example, if you chose 1 h, it means that the table reservation will be for one hour only and then it will be ready to receive other reservations.
Step 3: click on Save Table Details.
Color And Font Settings
Your Tables
-Use this section to view the tables you have currently set up and edit the number of customers, and number of the table.
-You can also disable/enable individual tables here. For any editing, refer to the Tables & Reservations section above.
Note: Disabling a table means that users will no longer be able to use this table or place orders on it.
Payment Processor Setting
In this section you can integrate your payment gateway with the product, after filling the information (Payment Processor name, Profile ID & Server Key), click on "Save Payment Settings".
Reviews
-This section allows you to enable the automated reviews and edit the review page.
-You can send the review via email and/or directly through the checkout page by enabling the option as shown below. Make sure to enable the option that you want.
-You can customize your review page by editing the below options
- Review Platform
- Custom Email Subject
- Custom Email Heading
- Custom Email Text
- How many hours after the order is placed should the email be sent?
- Google Review Button Text
- Google Place ID Find Your Google Place ID *
** Click on this link to learn more about Google place ID
- After finishing filling in all the information, you can request to receive a" Sample Review Email" or "Save Review Settings" you have done directly.
Pay Later
-This section enables the paying later option. This allows clients to place an order without any payment involved. After they get served, the customer returns to the menu by scanning the QR and makes the payment.
By enabling this feature, customers will see the "Pay Later" option when placing their order. You are responsible for ensuring customers pay for their food before leaving the venue.
If you choose to handle payments offline, the "Pay Now" option will be disabled. You will be responsible for handling all customer payments.
Pick Up Orders
In case you would like to enable Pick-Up orders instead of being served at the table, make sure to enable the feature here to allow customers to collect their orders in-store.
-A code will be generated. Customers will scan the QR code at your venue to place the order.
-Once the order is ready, you can send an SMS notification to inform the customer that the order ready for pick-up, with SMS notifications and an added fee for SMS processing.
- Make sure to confirm if you want to accept Orders outside the working hours or not.
Remote Pick Up Orders
This section allows customers to place an order from a remote location to your business location.
-Enable remote pickup orders to let customers place orders in advance and select a preferred pickup time at your venue.
-Choose the minimum order preparation time. In this way, the customer must select a pick-up time from the order time and the preparation time.
For example, if choosing 30 minutes, a customer placing an order at 06:00 PM will be able to collect it from 06:30 PM onwards.
-The link generated below the section must be shared with the customers. This link is generated when enabling the Remote Pickup Orders section and pressed the button “Update Remote Pickup Settings”.
-The link can be placed on your website or any place of your choosing.
POS / Integrator System
This option allows you to connect your point-of-sale (POS) with the TAPn'GO to streamline transactions, inventory, and order management, you can choose your provider from the menu and then click Connect to POS.
For POS Connection or issues, please contact our support team.
Waiter Requests
Enable waiter requests to let customers make service requests directly from their phones, like asking for extra ketchup.
It can be enabled or disabled
Here is how the customer can click on the related button to request a waiter.
Manage Employees
This section allows to add employees to the business account. This allows to distribute tips among the waiters, allowing them to log in with PINs and collect their tips.
-It can be enabled or disabled.
-You can add employees by clicking on "Add New Employee".
Auto Close
Enable automatic ordering control based on your opening hours to prevent customers from placing orders outside the times configured in the "Opening Hours" settings.
Social Media Links
Use this section to share your social media profiles & website links with your customers.
-Input the link of the restaurant website and social media links in the corresponding field.
-Enable the tick symbol if you want the link to be visible in the indicated place, including on order confirmation pages and review emails, to drive traffic to your profiles.
Default Tip
You can use this section to specify a default tip you would like your customers to see on the checkout page. Customers will be able to adjust the tip or just enter a custom amount, however the value provided here will be a pre-selected option.
If you set 1%, when the customer places an order of $10, the tip by default will be $0.10.
Call To Action Text
You can use this section to specify the call-to-action text you would like to show on the menu. This can inform customers of surcharges, prompt them to place an order or inform them of anything else not already on the menu.
-Add the desired text and click on “Update Call To Action Text”. The text will reflect immediately on the menu.
Bottom Of the menu Text
Use this section to add optional text at the bottom of your menu, such as notifying customers about surcharges, allergens, service charges, or other important information.
-Add the desired text and click on “Update Bottom of the Menu Text”. The text will reflect immediately on the menu.
Customer Email Collection
This feature displays a banner on your menu, inviting customers to enter their email for a discount code or other incentive. Customers will receive a unique code via email, which they can use to redeem their reward. This enables you to collect emails for future marketing, with one code provided per email.
- Menu Banner: Display the banner with your offer on the menu.
- Email Template: Customize the email customers will receive with their unique code.
- Email Code: Customers can use this code to claim their reward.
- Prize Draw Sticky Header: Collect customer data by allowing them to enter a monthly prize draw for a chance to win $100. The entry form is available on the menu's sticky header.
- Review Emails: Send automated emails requesting reviews from customers who provided their email via the menu banner. In the "Reviews" settings, configure the email content and select your preferred review platforms.
Here is A Step-by-Step guide:- Click "Customer Email Collection" in the "Settings" tab.
- Click on "Show Menu Bar" to enable it.
- Fill in the "Menu Banner Heading" field and "Menu Banner Text" with the proper text:
Note: This is how the banner will show on the customer's side. - Proceed to the "Email Template" section and:
-Fill in the "Custom Email Subject" field to enter the subject line of the email that the customer will receive.
-Then go to "Custom Email Heading" field and enter the text.
-Next, go to "Email Code" field and enter a code of your choice. This will be needed if you decide to offer a discount to your customers as it's a way to validate their email.
-Go to "Do Not Verify Emails" and select your preference.
Note: Check the box if the "Menu Banner Heading" is a newsletter option or for creating marketing lists (Such as "Become a VIP Member) and not a discount offered to your customer
In another meaning, if you are not sending a discount code, mark the box “Do Not Send Verification Code”
6.Then go to "Review Emails" section, to choose if you want to send automated emails asking for reviews to customers after they subscribe, asking them for a review on your Google or any other listing.
Important: To automatically send automated reviews to customers, you must initially enable this feature in the “Reviews” section from "Settings".
-Optional: You can also collect Customer's Emails by allowing them to enter a monthly prize draw for a chance to win $100. Customers can enter the details via a sticky header on the menu if you enabled this option from "Prize Draw Sticky Header" Check box.
7. Click on " Update Email Collection Settings" to save your changes.
-Note: You can also send yourself a Sample Email to test it.
- Click "Customer Email Collection" in the "Settings" tab.
Modifier Settings
Enable this option to display modifier items directly on the menu page; otherwise, they will only appear when customers add an item to their basket and proceed to checkout.
-Enable “Show Modifiers on Menu Page” to make the available modifiers visible on the menu. Customers will click on “Show” to see the list of modifiers.
-Also, you can enable “Automatically Expand Modifier Groups” to automatically expand the options of the modifier without the customer needing to click on “Show”. The options will be visible for each menu item.
-You can update the modifiers directly from the admin panel > Menu
-Please make sure you click on “Update Modifier Settings” to save the changes.
Recommended Items
You can enable this option to display recommended items on the menu page; otherwise, they will only appear after customers add an item to their basket and proceed to checkout.
-You can update the recommended items directly from the admin panel > Menu
Notification emails
-Enable this option to receive notification emails for new orders or when customer emails are collected through the "Customer Email Collection" feature.
Website
Use this section to configure your website settings.
Menu Styling & Fonts
Via Menu Styling & Fonts, you can control some menu feature such as:
1-Enable "Use Infinite Scroll View" to display all menu items continuously, allowing users to browse by scrolling down instead of tapping through sections.
2- You can also choose to hide the table code from the menu by disabling the "Hide Table Code" button.
3- Select the Menu font by choosing the desired font from the dropdown list.
Menu Sorting
Choose to sort your menu items by price, alphabetically, or by the custom order set on the menu page.
By default, items are sorted alphabetically.
Delivery Settings
-The "Delivery Settings" section enables delivery orders, sets a delivery fee split by covering a fixed amount or percentage, and specifies a minimum order value.
-You can set the preparation time needed for orders and specify pickup instructions.
Note: Check with your account manager if this option is available in your country.
Welcome Screen
In this section you can control customize the welcome screen look and features (if you chose to enable it), such as Welcome Text, Image, Logo and also choose to allow Menu type selection at the welcome screen, choose language, and show Delivery & Pick Up Menus: