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Creating profiles

Profiles in Order Anywhere control which Lightspeed Restaurant menus customers can access and what they can do with them. Create separate profiles to allow customers to contactlessly place takeaway or pickup orders outside your restaurant, place dine-in table orders within the restaurant, or view menus without the ability to order. Generate QR codes or share the profile URL to enable customers to visit the Order Anywhere page for a specific profile.

Table of contents:

Creating a new profile

Create a new Order Anywhere profile to give customers the ability to place pickup orders outside your restaurant, place dine-in table orders within the restaurant, or view menus without ordering.

  1. Log in to the Order Anywhere Back Office. For help, see Logging in to Order Anywhere.
  2. Select My profiles on the navigation bar.
  3. Click Create profile.
  4. Enter a name for the profile.
  5. Choose an existing Lightspeed Restaurant menu from the Menu to use for the profile drop-down to determine the products customers will be able to order.
  6. Select an order type from the Select order type drop-down:
    • Pickup: Customers can place pickup orders from anywhere outside the restaurant.
    • Table: Customers can place dine-in orders from within the restaurant.
    • Menu browsing: Customers can view the menu but cannot place an order.
  7. (Optional - Pickup profiles only) Select an option from the Limit ordering ahead drop-down to set how far in advance customers can place orders for pickup.
    Important: Future orders are sent to the Restaurant POS app immediately after they are placed by the customer. To learn how to view which specific orders are due for future days, see Order reporting for Order Anywhere.
  8. (Optional - Pickup and Table profiles only) Configure payment settings:
    Payment settings will only appear for a profile after enabling online and in-person payments.
    1. To allow customers to pay for their order online with a credit or debit card, toggle Online payments on.
    2. To allow customers to pay for their order at the POS, toggle In-person payments on. Select payment methods to accept, drag them into the display order for the ordering page, and click Save.
  9. (Optional - Pickup profiles only) Toggle Customer note on to allow customers to enter notes for their order at checkout.
  10. (Optional - Pickup and Table profiles only) Enable tipping:
    1. Toggle Tipping on to allow customers to add a tip to their order total.
    2. Click Add to configure the tipping options shown to customers at checkout.
    3. Check the box next to each tip option to display to customers.
    4. Click the star icon to preselect a specific option by default.
    5. Click Save to save changes.
  11. (Optional - Table profiles only) Customize which contact information the customer will be asked to provide at checkout:
    1. Click the switch for a contact field to enable or disable it on the Order Anywhere checkout page.
      • Available contact fields include Email address, First name, Last name, and Phone number.
      • Customers will not have to enter their information unless you mark the field as required (see step 11b).
    2. (Optional) Check the Set as required box next to an enabled contact field to require customers complete the field before submitting their order.
  12. (Optional - Pickup profiles only) Toggle Cutlery opt-in on to enable customers to request disposable utensils at checkout.
  13. Click Create to finish creating the profile.
order-anywhere-back-office-create-profile-3.png

Generating QR codes for a profile

Customers can scan QR codes to access the customer-facing Order Anywhere page where they place an order or view the menu. Generate unique QR codes for each profile, print them, and add them to physical tables to give customers the ability to use Order Anywhere. For Table profiles, scanning a QR code will automatically link the order a customer places to the specific table where they are seated.

Note: To generate QR codes, at least one floor plan must be set up in Restaurant Manager. See About floor plans to learn about floor plans.

  1. Log in to the Order Anywhere Back Office. For help, see Logging in to Order Anywhere.
  2. Select My profiles on the navigation bar.
  3. Click the name of an existing profile.
    order-anywhere-back-office-select-profile-3.png
  4. Click Generate QR codes.
    order-anywhere-back-office-profile-generate-qr-codes.png
  5. Select an existing floor plan from the Floor plan drop-down.
  6. Click Download PDF to download a PDF file containing QR codes for each table in the floor plan.
    order-anywhere-back-office-profile-download-qr-codes.png
  7. Print the QR codes and add them to physical tables in the restaurant.

Locating the URL for a profile

In addition to scanning QR codes, customers can also visit a URL to access the Order Anywhere page for a specific profile. After locating the URL for a profile, share it with customers by adding it to physical menus, your website, or anywhere else they will see it.

Important: When visiting the URL for a Table profile, customers will only be able to view the menu and will not be able to place orders. To place an order using a Table profile, customers must scan a generated QR code.

  1. Log in to the Order Anywhere Back Office. For help, see Logging in to Order Anywhere.
  2. Select My profiles on the navigation bar.
  3. Click the name of an existing profile.
  4. Click the copy button next to the profile’s URL to copy it to the clipboard.
    order-anywhere-back-office-profile-copy-url-3.png
  5. Add the URL to customer-facing pages, such as physical menus or your website.

What's next?

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