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Getting started

Find a dashboard setting

Find menus, ordering controls, team settings and billing in the dashboard.

On this page

Choose your location

Use the location dropdown in the dashboard's left sidebar before opening settings. The controls available depend on your workspace, enabled products and permissions. Ask your administrator if you cannot find a setting you need.

To manageOpen
CataloguesMenu management → Catalogues
MenusMenu management → Menus
CategoriesMenu management → Categories
SubcategoriesMenu management → Subcategories
ItemsMenu management → Items
Modifier groupsMenu management → Items → Modifier groups
ModifiersMenu management → Items → Modifiers
VariationsMenu management → Items → Variations

An item or group shown for one location can be shared with others. Check its other uses before editing.

Online ordering and website

To manageOpen
Website designOnline ordering → Website
Online menusOnline ordering → Website → Settings → Menus → Select menus
Website domainOnline ordering → Website → Domain
Website publicationOnline ordering → Website → Settings
Storefront time formatOnline ordering → Website → Settings → Time format
Public telephone visibilityOnline ordering → Website → Settings → Contact details → Show telephone number
Delivery zonesOnline ordering → Delivery → Zones
Free deliveryOnline ordering → Delivery → Delivery settings → Free delivery
Delivery cash thresholdOnline ordering → Delivery → Delivery settings → Cash payments
Automatic order acceptanceOnline ordering → Delivery → Delivery settings → Auto accept orders
Pickup hoursSettings → Delivery → Pickup hours
Delivery hoursSettings → Delivery → Delivery hours

Use Save changes where shown. Ordering settings affect live ordering when saved; website design edits still need publication. Close store pauses online ordering until you reopen it without replacing the weekly schedules. Zone-specific free-delivery thresholds are configured for each zone.

Location settings

To manageOpen
LocationsLocations
Location name and addressSettings → General → Location information
Business detailsSettings → General → Business information
Timezone, currency and display formatsSettings → General → Regional settings
Service chargeSettings → General → Service charge
Reporting periods and shiftsSettings → General → Reporting hours
Test dataSettings → General → Test mode
Payment accountSettings → Payments
TaxesSettings → Taxes
Subscription and billingSettings → Billing & Usage

Use Save settings for the applicable section. Show test data saves immediately. General reporting hours, pickup hours and delivery hours are separate.

Orders, customers and money

Overview, Orders, Transactions, Customers and Balances have their own dashboard entries. Use Orders for the service details, Transactions for payment records and Balances for available and pending funds.

Payment, billing and payout actions can require additional access. See Payment account access.

Team and marketing

To manageOpen
StaffTeam members
Staff rolesTeam members → Roles
CompensationTeam members → Compensation groups
ShiftsTeam schedule
Discounts and offersMarketing → Campaigns

Use Invite team member to open the Add team member form. For campaigns, review whether you are saving a draft or activating the offer.

Other workspaces

Partner and staff workspaces have different menus. Staff can find their schedule and settings in their own workspace. If the destination you need is missing, check your selected organization or location and ask an administrator to confirm your permissions.

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