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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 - Provide the Mobile Menu Ordering Location with a Name. This may be the same or different name as the Area, and is the name Members will see for the Area on the Mobile Ordering application.
Pick Up Interval - This field determines how many times show in the available Pickup time for the order. If set at 5 minutes, available times will be 9:30, 9:35, 9:40, etc. If set at 15 minutes, available times will be 9:30, 9:45, 10:00, etc.
Orders per Interval - Checking this box will allow for the number of orders per interval to be limited to allow for an even flow of tickets to the kitchen, ensuring all orders taken can be completed. Marking zero (0) orders per interval will leave the amount unlimited.
Server Employee - This will be the Employee responsible for the Mobile Orders. Choose an available employee from the list.
Please Note: Best practice is to create an account solely for this purpose.- Terminal Device - Set to the appropriate device that employees will sign in to view the Mobile Ordering tickets.
- Admin Notification Email - Define an admin email address to receive an automatic email each time a new Mobile Order is placed.
- Allow Carry Out - Check this box to allow pickup from this location. If this box is not checked, the option to select Pickup will not be provided to Members when placing their order.
- Allow Delivery to Club Location - Allows for delivery to predefined locations as set in CMA. Please see Member Access - Mobile Ordering on the App for more detail.
- Allow Gratuity on Checkout - Allows members to add gratuity when checking out in Mobile Ordering.
- Allow Message on Checkout - Allows members to add a general message to a Mobile Order on the checkout screen.
- Allow Cover on Checkout - Allows members to add a cover count to their Mobile Order and enter how many individuals their order will serve.
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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.
Please Note: Checking this setting will remove this menu visibility from the mobile app and this menu will only be available on Mobile Ordering kiosk devices.- 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. in advance an order must be placed for pickup.
Please Note: Future orders do not currently print automatically, and must be manually sent to the kitchen from the "Mobile Orders" tab within Mobile POS.
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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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).
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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.
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- 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.
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Within the Mobile POS, users can view, print, edit orders, notify Members, and/or settle the ticket from the Mobile Ordering tab. When viewing Mobile Order Tickets, users will see the screen below.
Please Note: Navigating back to the Mobile Orders tab you will see a pick-up time. This pick-up time will determine when orders are sent to the kitchen. The send frequency configured on the menu in the back Office system will automatically send orders to the kitchen, dependent upon the send frequency entered (in Minutes). For example, if the send frequency is set to 15 minutes and the order is scheduled to be picked up at 12:35 p.m. the order will automatically send to the kitchen at 12:20 p.m. Please refer to the Add a Menu section for more information on setting up your send frequency.
Once food is ready, send order notification to Member. Click box next to the member name, and then click Notify. Notification mechanism selected by Member when they ordered (SMS or email) will fire, and they will be alerted their order is ready.
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