Quick Links
Settings
An overview of the Account Settings & User Settings pages where all administrative work can be completed.
Account Settings
This page displays navigation to the following settings with bullets explaining the options within each page:
Business Information
General Information
Phone & Time Zone
Business Hours
Profile Photo
Mobile Hero Image
Security
Change Password
Two-factor Authentication
Taxes & Fees
Tax Settings
Fee Settings
Discounts
Standard Discounts
By Tender Type
Orders & Tips
Tip Settings
Action | Display |
---|---|
Create a Tax1. Select the + New Tax button. | |
2. An Add New Tax prompt will display fields to enter the following:
3. Select Save to complete the tax creation. | |
4. A banner will notify the tax was successfully created. | |
Edit/Delete a Tax1. Select the pencil icon on the right side of a tax to edit it. 2. Select the trash can icon on the far right side of a tax to delete it. |
Action | Display |
---|---|
Create a Fee1. Select the + New Fee button. | |
2. An Add New Fee prompt will display fields to enter the following:
3. Select Save to complete the fee creation. | |
4. A banner will notify the fee was successfully created. | |
Edit/Delete a Fee1. Select the pencil icon on the right side of a fee to edit it. 2. Select the trash can icon on the far right side of a fee to delete it. |
Action | Display |
---|---|
Create a Discount1. Select the + New Discount button. | |
2. An Add New Discount prompt will display fields to enter the following:
3. Select Save to complete the fee creation. | |
4. A banner will notify the discount was successfully created. | |
Edit/Delete a Discount1. Select the pencil icon on the right side of a discount to edit it. 2. Select the trash can icon on the far right side of a discount to delete it. |
Action | Display |
---|---|
Accept Tips1. To enable tips, select the checkbox next to Accept Tips. 2. Enter up to 3 Tip Presets to be presented to customers upon checkout. Tip options will also include none and a custom amount. 3. Toggle the tip to be calculated on either:
4. Select Save, at the top right, to complete the tipping setup. |
User Settings
Create Users and assign Permissions based on their role.
Action | Display |
---|---|
Add New User1. Select the Add New User button. | |
2. A panel will display the following fields:
Select Save to complete the user setup. | |
Edit/Delete a User1. Select the View option to the right of a user to edit their information. 2. Select the trash can icon on the far right to delete a user. | |
Reset User Password1. Select the Password dropdown. 2. Select Reset Password. | |
3. A prompt to enter the following is displayed:
4. Fill out the fields and select Reset Password. | |
Send Forgot Password Email to User1. Select the Password dropdown. 2. Select Send Forgot Password Email. | |
3. A banner is displayed alerting the Forgot password email was successfully sent. | |
Deactivate a User1. Select the toggle located at the top right corner of the desired user. 2. A prompt displays option to confirm the deactivation or cancel. |