In this article:
- Set up Mobile Digital Menu
- Set up Guest Check-In
To help with contact tracing, you can get customers to check in on their mobile phones when they visit your store.
There are three ways to use check-in:
- Check in only: let your guests check into a table with their contact details
- Check in + Mobile Digital Menu: let your guests check in and browse your menu, but not place an order
- Check in + Online Ordering: let your guests check in, browse your menu, and pay. Contact our sales team to get started, then follow "Guest Check-In" in this guide instead.
If you don't have a menu uploaded to your account, your customers who check in will only see the "Check In Restaurant" button, not the "Order Now" button.
If you don't use a specific QR code for each table, and just direct customers to your generic online ordering URL, your customers who access your site will just see the "Order Now" button, but not "Check In".
Set up Mobile Digital Menu
You will first need to add products to your database.
- Go to your Products page
- Click Quick Add
- Add a Product Code, a Name, and a Price for your products, as well as its Taxable status (taxable or non-taxable)
Check out part 7 of our backend training series for more information about adding products.
When you've finished adding your products, you should have a list that looks something like this-
Now, you can add them to a mobile digital menu:
- Go to Online Ordering > Menu
- Select Create a new online menu from scratch then click Create
Once you've clicked Create, the name of your menu will appear at the top of the page.
3. Under Menu List, click Add and create a name for the listing. Each listing corresponds to a different tab in your online ordering platform.
Select a tab under Menu List and click Add to add products within that tab.
You will only be able to search for products that are already created in your product database.
3. When you are satisfied with your menu layout, click Save.
Please note that if you move away from the page without saving, you will lose your changes.
4. To add dietary tags, descriptions, or product images, check out our more detailed Online Ordering Menu article.
Set up Guest Check-In
- Go to Online Ordering > Configuration, set your "store" to Open
2. Scroll down to Order Types.
Make sure that all order types are unticked (delivery, pick up, eat in).
This means that if you have a menu, the customer will be able to view it but not check out. Please note that checking out an order (for delivery, pickup, or dining in) is part of our Online Ordering module and requires subscription - please speak with our sales team if this option interests you.
3. Click Save.
4. Go to Online Ordering > Opening Hours. Tick each day that you are open and fill out the start and end times, then Save.
NOTE: It is important that you save on this page, even if you already have opening hours set. This is what will make your online platform appear!
5. Go to Customers > Guest Check-In and click Download QR Code.
6. This will download a sample QR code to your computer.
You have two options:
- Use the QR code as it is
This means that all customers can scan the same QR code to "check in", but they will need to input the table number that they are sitting at
- Use the QR code as a model for creating your own QR codes
This means that all customers would have to scan the QR code specific for their table, and the right table will be pre-selected when they check in. You would have 1 QR code per table.
How to make a QR code for each table
- Scan the downloaded sample QR code with your phone
- You will be directed to your online mobile ordering site.
You will see that Table Number 0 is selected. This is because in the sample, we have
?table=0 at the end of the URL.
Whatever number you place at the end of that URL will become the table number that is registered when the user scans its QR code from their mobile phone.
3. Using the sample as a starting point, you will need to make a unique URL for each table.
You will end up with a list that looks something like:
(Instead of xxxxxx, you will have your own unique company ID)
You can use any numbers or letters for your table, such as "1A", or even "bar".
4. Now, you need to create a QR code for each of those URLs. This is so customers can quickly scan the QR code using their phone, rather than having to type in that whole URL on their phones.
We recommend you use https://qrd.by/
5. Print your QR codes and display them on each of your tables. Make sure that each QR code's URL ends in the correct number for that table, e.g. Table 2 should have the QR code with URL ending in
Now, when your guest checks in using the QR code, it will record what table they were at! They will then be able to browse your menu, if you have one set up.
The contact details added to the Customers > Guest Check-In page.
Only guests which have opted in to receive information and marketing promotions will appear on your Customer Database.