To send a pre-order menu to a customer, navigate to the enquiry/booking and choose the Pre-Orders section:
> Once in the Pre-Orders section, scroll down to ‘Customer Pre-Orders’ and from the drop-down list select the menus you wish to send out.
> Once the menu has been selected, you will have several options to choose from such as:
- choosing whether payment is required (full amount, fixed amount or a % of the total)
- selecting who pays (lead booker or group members)
- choosing to hide price from the group
> By Clicking on the Cog button on the far right of the selected menu, you can also add some advanced options, for example:
To order in multiples i.e. really handy when sending out canape menus and the options chosen apply for the whole group
To order one menu per person i.e. really handy when sending out Set Menus as ensures that a name is given to each set menu ordered placed
To add a discount
> Before sending a menu out, you can add a service charge, a close pre-orders date and you can restrict total orders
When happy with all the menu details, click the purple SAVE button and then ‘Send Pre-Orders Email’ button which will automatically take you through to Messages section with the digital menu attached.
> After taking you through to the Messages section, you will be able to add a personal message which will be sent with your menu. You could add this as a message template to save repeatedly writing this out every time a menu is sent out. For example:
“Please find attached our food menu along with a separate link to send out to the rest of the members in your group. Once you have received all the orders please mark the order as complete. Please fill out 2 weeks before the date of your booking.”
> Once happy with the message, click SEND.
To see a video tutorial on How to Send a Pre-order Menu, please click here.