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Collect pre-orders and dietary notes for a group

Collect a group's dish choices and dietary notes before the day, with pre-orders from an Ordering menu or with a form.

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In short: with Ordering and Square, guests pre-order from a menu with Pre-ordering on. Without them, collect choices with a form and note them on the booking.

With pre-orders

where to find it
  1. Set up the menu: set up pre-orders.
  2. Go to Bookings › Pre-orders to see them. Filters narrows them by Order status or Payment status.
  3. Print for the kitchen: pre-order run sheet.

If one will not create, see a pre-order failed.

Without pre-orders

  1. Go to Marketing › Forms.
  2. Create a form for dish choices and dietary notes.
  3. Send its link to the lead booker.
  4. Add the answers to the booking as an internal note. Form answers do not attach to bookings.
without pre-orders

Check it worked

Pre-orders show on Pre-orders and on the booking. Form answers show under the form's Submissions, and your note shows on the booking.

Good to know

  • Pre-orders need Ordering and a venue linked to Square. Menus are built in Ordering › Menus.
  • Pre-orders also show in Ordering › Orders, under the Pre-orders channel, with the booking date.
  • Matching form answers to bookings is manual, so a form only suits a few bookings.
  • Only Admin, Moderator and Marketing can see Marketing, so one of them makes the form.
  • Only Admin, Moderator, General Manager and Reports can see Pre-orders. FOH and Bookings Manager cannot.
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