Guides
How each channel works, and how your team runs day-to-day: catering, delivery, marketing, loyalty, staff, and hardware.
Birthday Rewards: Set Up the Highest-Conversion Trigger
Birthday rewards have a 28–35% conversion rate, by far the highest of any loyalty trigger. Here's how to configure yours.
Cash Handling: Online vs. In-Store, Cash Drawers, End-of-Day Reconciliation
How Eatsy handles cash payments, when to use cash on delivery vs. pickup, end-of-day reconciliation.
Branded App Setup: From Brand Assets to App Store Live
What we need from you, what we do on our end, and what to expect during Apple/Google review.
iPad Kiosk Setup: Self-Order at the Counter
Hardware, the Eatsy iPad app, kiosk lockdown, and the printer/card reader pairing your onboarding manager handles.
In-House Fleet: Run Your Own Delivery Drivers
If you have your own drivers, Eatsy's in-house fleet dispatch routes orders to them efficiently. Setup, dispatch logic, and per-driver tracking.
Order Management Training for Kitchen Staff
The Eatsy Order Management product runs on a kitchen tablet, separate from admin.eatsyorders.com. Train your team on the kanban in 20 minutes.
Microsite Design Customization
Brand colors, logo, splash screens, social links, and templates: what you can change in Channels → Brand config and what stays fixed.
Corporate Accounts: Net-30 Invoicing for Catering Customers
Set up corporate accounts so repeat catering customers (offices, hospitals, schools) can book without paying upfront and pay monthly instead.
Loyalty Program Design: Pick the Right Type for Your Business
Points, visits, or tiers: which loyalty model fits your operation, and how to configure it without over-engineering.
Catering Menu Setup: Separate Menu, Lead Times, Deposits
Configure catering as its own ordering flow: different menu, forced lead times, deposits at booking. The full workflow.
Multi-Location Setup: Run 2–25 Locations from One Dashboard
Per-location catalog overrides, hours, delivery footprint, employees. How adding a new location works: staff-led, with what you control yourself in admin.
How QR Table Ordering Works
What your guests experience when they scan a QR at the table, and what your onboarding manager configures behind the scenes.
Receipt Printers: Pairing, Configuration, and Daily Operations
Supported models, USB vs. Bluetooth setup, dual-printer configurations, common issues.
Push Notifications: Compose, Segment, Send
Push notifications drive 5–10× the engagement of email. Here's how to use them without becoming the customer who unsubscribed.
WhatsApp Campaigns: Setup and US Compliance
How to launch WhatsApp Business campaigns from your dashboard, what's pre-approved by Meta, and how to stay compliant.
Staff Permissions: Employees, Roles, and Per-Location Access
Add employees in Users → Employees. Define roles in Users → Roles. Assign granular permissions in Users → Permissions. Per-location scoping included.
IHD Delivery Setup: Eatsy's Aggregated Driver Network
How to enable IHD: Eatsy's delivery aggregator that routes orders to Uber Direct, DoorDash Drive, and Routemasters. No marketplace commission. Configure zones, fees, and routing.
Win-Back Automation: Recover Lapsed Customers Automatically
Customer who hasn't ordered in 30/60/90 days? Win-back automations recover 12–18% of them. Here's how to configure yours.
Migrating from Toast or Olo to Eatsy
What to gather, how your menu comes across, what we handle at go-live, and how to switch your links without a gap in service. Keep your current provider running until Eatsy is live.
