Settings
Use Settings for per-location toggles, payment methods, loyalty, SMS events, cloud printers, terminals, tags, and floor layout editing.
Recommended setup order
- Overview - you are here.
- Quick Actions - turn online ordering, delivery, gift cards, and email alerts on or off per location.
- Payment Methods - add custom payment types; core methods are system-managed.
- Loyalty Settings - tenant-wide earn and redeem rules (plan add-on).
- SMS Event Settings - enable SMS per event type per location (plan add-on).
- Cloud Printing - register cloud kitchen/receipt printers per outlet.
- Terminals - register POS devices (plan terminal limits apply).
- Tags - general-purpose tag labels.
- Table Planner - drag-and-drop floor layout for tables and areas.
Quick Actions
Menu path: Quick Actions
Per-restaurant toggle cards for online orders, delivery, takeaway, pay at store, gift cards, cashup email, operating-hours report, and Uber Eats order emails. Pick a location first.
Full guide: Quick Actions.
Payment Methods
Menu path: Payment Methods
Paginated list of payment types with Add Method, edit (where allowed), and Active / Inactive status.
Full guide: Payment Methods.
Loyalty Settings
Menu path: Loyalty Settings
Tenant-level Loyalty Program switch plus points earn, expiry, conversion, and loyalty gift-card expiry. Requires Customer loyalty on your plan.
Full guide: Loyalty Settings.
SMS Event Settings
Menu path: SMS Event Settings
Per location: add or edit which event types send SMS and whether each is Enabled. Requires campaign tools (SMS & email) on your plan.
Full guide: SMS Event Settings.
Cloud Printing
Menu path: Cloud Printing
Per restaurant: filter, search, add, edit, and delete cloud printers (serial number, order types, print/announce flags).
Full guide: Cloud Printing.
Terminals
Menu path: Terminals
Register and manage POS terminals per outlet — split list/detail view, plan limit banner, add/edit/delete.
Full guide: Terminals.
Tags
Menu path: Tags
Simple tag name list with search, add, edit, and delete. Not the same as Item Tags under Master Data.
Full guide: Tags.
Table Planner
Menu path: Table Planner
Konva floor canvas: areas, tables, drag layout, Save Layout. Used by reservations and floor views — not gated on the table-reservation add-on.
Full guide: Table Planner.
Tips
- Quick Actions and Cloud Printing are per restaurant — pick the outlet before changing toggles.
- Loyalty Settings apply tenant-wide; coordinate rule changes with staff before go-live.
- After Payment Methods or Terminals changes, run a small test transaction on a quiet period.
- Table Planner changes are not live until you tap Save Layout.
- For reservation booking rules and timeline, see Table Reservation Management.
