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Enable Area for Mobile Ordering
Club Admins have full access to configure the mobile ordering experience for their members within the Clubessential Office software (CMA) via the Areas setup.
To configure Mobile Ordering for an area, go to Settings, Areas.
During Implementation, your trainer will have created a new Area for you, specifically used to configure the menus shown in the Mobile Ordering tool. Depending on the locations at the Club that will be accepting mobile orders, an example new Area might be Pool Snack Bar (Mobile Ordering) if the Club is accepting orders in their Pool Snack Bar. The purpose of creating a new Area for each location accepting Mobile Orders is to enable the Club to obtain sales demographics, based on all orders coming from the Mobile Ordering tool.
Select the Area created during your Implementation process to configure your menus.
Please Note: The Mobile Ordering setting must be enabled in POS Options. This step will have been checked during Implementation. To verify this setting is configured, go to POS options, and enable (check) the Mobile Ordering setting.
Configure Mobile Ordering Area Settings
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Name - Enter the name of the Menu (ie - Pool Shack) as you would like it to appear on the Mobile Ordering screen.
Minutes before pickup to send - This setting determines how soon before an order is to be picked up, that it will fire to the kitchen. For instance, if an order is placed at 11:20am, to be picked up at Noon, and this setting is set to 15 minutes, the order will auto-fire to the kitchen at 11:45am, 15 minutes before the time it is to be picked up.
Is Kiosk Menu - Enables this menu to be visible in Kiosk Mode.
- Is Future Order Menu - Allows members to select a future date when placing their order via Mobile Ordering (often used for catering). When this box is checked, Minutes before pickup to send will be updated to Minimum hours to prep. This determines how many hours before an order is picked up, that it will fire to the kitchen for prep.
Confirmation Email Ticket Template - If set to none, will default to the settings of the Settle Ticket associated with the Area. Option to choose a different template if desired. Template will feed the confirmation email sent to the Member, if Member chooses email notifications when ordering.
Background Image - Select an image from a list of available options to display on the homepage of Mobile Ordering.
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Next on the Menu tab, establish the categories that will house the Menu Items. To establish a Category/Grouping, type a name for the Category here, and press Enter.
Then, search for an Item (from the list of existing Items), to add to the category. Click on the Search icon to launch the Item selector.
Start typing the name of the Item in the Search box to find the item. To simplify the search, limit the results to F&B items by clicking the F&B filter. Additionally, remove columns that may not be useful to you by right-clicking on the column, and choose Remove this Column.
Or, to add useful columns, right-click in the grid, and then select Choose Columns to launch the column selection box. Double-click or drag and drop any additional field to display in the columns (Item Category, Active, etc).
Double-click on the Item desired to add to the Menu under this category.
Once selected, Item will be populated in the grid.
Please Note: Best practice for adding Items would be to select existing Item categories, filter based on Active Items, and then click Select All to add all Items at once if appropriate.
Rename the Item for Mobile Ordering display (if desired) and add a description to show on the Mobile Ordering screen (optional).
When all Categories and Items have been added as desired, click Save and Close.
Edit Modifiers
If an Item exists on the Mobile Menu, and you wish to override (perhaps to limit) the modifiers that appear on the Mobile Menu, go to Manage Items, select the Item with the Modifiers to edit, select Modifiers, and click the Override Mobile Ordering Modifier Groups option.
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Another way to edit the Modifier Groups attached to an Item is to go to Manage Item Modifier Groups. Select the Modifier Group to edit. Highlight the Modifier to hide, and uncheck Show in Mobile Ordering option. Option will no longer display for selection in the Mobile Ordering application.
Edit an Existing Menu
To edit an existing Menu, select the Menu to edit, and click the Edit icon.
Edit as required. If an Item on a menu needs deleted. Click on the Arrow next to the Item, and then click the Delete key on your keyboard.
Similarly, to delete an entire Category on the Menu, click on the arrow next to the Category, and then click Delete on your keyboard.
Confirm deletion.
When complete, click Save and Close.
Delete an Existing Menu
To delete an existing Menu, select the Menu to edit, and click the Delete icon.
Menu will no longer be available for selection on Mobile Ordering.
On the Excluded Member Types tab you will select any member type that should not have the ability to see this menu.
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When all settings have been configured for the area, click Save and Close to finalize configuration.
Device Settings - Ticket Printing (Mobile Ordering)
Users have the ability to change Printer settings for Mobile Ordering in CMA, POS Menu, then Devices (as seen below), to allow tickets to print twice. This setting allows Users a clean copy of the Member’s Mobile Order ticket to help ensure accuracy.
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Member Access - Mobile Ordering on the App
From the Clubessential App, Members can click Order Food from the main navigation window, or click Menu, and choose Order Food.
Members will be taken to a personalized landing page, where they can choose from various menus/locations to order from, defined by your Mobile Ordering configuration settings. See examples below.
Please Note: Background Images shown behind each menu location on the landing page can be selected from the back Office Software from a list of stock images. Please see the Club Admin Access via Back Office Software section for more detail.
Placing an Order
From the Main Screen, Members will select the menu/location they wish to order from, and will be taken to the Menu selected. Top level Menu Categories will appear for selection. Member will tap the top level menu category to see a list of Items contained within the category.
Please Note: Number of Items in each Category are listed next to the Menu Categories.
Once an Item is selected, modifier options associated with the Item will prompt for user selection (i.e. - cooking temperature, sides, etc). Once selections are made, and additional special instructions are added (if required), Member will click Add to Cart. Note: Special instructions will print on the prep ticket that goes to the kitchen.
Once clicked, Member will receive confirmation that Item was added to cart, and screen will then return to main menu for additional selections. Note that number of items currently in cart will will display in upper-right hand corner. When all Items have been selected, Member may tap either the Cart icon, or the View Cart button at the bottom to review the order details and finalize the order.
Checking Out
Once the Cart Icon, or View Cart button has been selected, the Member’s Cart will load for review and finalization. Tap on the Quantity box to edit quantity of items ordered. Tap delete to eliminate an item from the order. When order is proper, tap Checkout to continue finalizing order.
The Checkout screen will load with the options below (depending on the menu settings within CMA).
- Order Preferences - Members may choose one of two options if configured for both Pickup and Delivery.
- The Pickup option will allow for the member to pick up their order from the location they ordered from, at the time they specify (as allowable by the configuration settings).
The Delivery option (if enabled) will allow for the Member to choose from a predefined Delivery Location at the Club where they wish to have their items delivered to at the time they specify (as allowable by the configuration settings, as seen below).
Please Note: Club Locations can be added, edited, and removed from Area Information then Mobile Ordering menu.
Members can select a time by clicking next to the Clock Icon, and selecting from available times (as allowable based on configuration). To select a location for delivery, Members will tap next to the Location icon, and enter location (ie - Pool), and then will click Done when finished.
If the menu is configured as a Future Order menu, the member will also see an option to select a date.
- Message - Allows members to add a general message to a Mobile Order on the checkout screen.
- Cover - Allows members to add a cover count to their Mobile Order and enter how many individuals their order will serve.
- Notifications - Allows members to decide how they would like to be notified when their order is ready. Members may choose not to receive a notification (None), to receive an SMS (Text Message), or an Email notification. Member’s contact information will automatically populate into these fields based on Member Profile in Office, however, may be edited if desired by tapping on the information to edit. When finished, Member will select Place Order.
Please Note: The Member will receive the SMS notification from a number with the same area code as the Club. These confirmation texts will always come from the same phone number, allowing members to save the number if they prefer.
Confirmation on the ordering screen will appear. Additionally, Member will receive a notification that the order has been received. Click Place Another order if desired.
Club Access via Mobile POS
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