Booking Types - Setting up a Mandatory Pre-Order with Payment booking type

If you require a pre-order and payment at the point of booking from the customer, you can create a booking type that requires both of these for the booking to be confirmed.

In order to create this booking type, you will need to have already created a Pre-Order Menu within your Pre-Order settings tab. You will require our Collins Pre-Orders Bolt-On to create this booking type, speak to your account manager to activate this excellent feature.

This booking type will need to be set up as Auto-confirm only. Take a look at the following article to do so: Booking Types - Setting up an auto-confirm only booking type

Once you have set up your Auto-confirm rules, you’ll need to Add a Pre-Order Menu:

  • Within the booking type, scroll down to Pre-Order Settings. You can then set the payment required to “Full Amount” (i.e they must pay for everything they order on the menu) or “% of Total” (i.e they only need to pay for a percentage of what they have chosen to pre-order, and they can pay the remaining balance in person)

  • Input a service charge amount if you so wish which will be visible and editable/removable when the customer makes their Pre-Orders from the online menu.

“Make Pre-Orders Available” - here you must tick ‘While booking’ to ensure you must receive a Pre-Order with every new booking.  


Next, you need to set up Menu Rules, to begin, select “Add Menu Rules”:

  • Menu - Select the Menu you would like the customer to order from for this booking type. (You can add in Multiple Menus by clicking on “Add Menu Rules” Button underneath and repeating this process)

  • Minimum Order - If you wish to set a minimum spend either per booking (per order), or per head (the number of guests in the booking) add in your rules here.

  • Number of guests, leave blank if you wish to allow this rule to work for all group sizes up to your auto-confirm/availability maximum group size. (You can add in multiple Menu Rules depending on guest amount, for example guests 1-5 minimum order £15 per booking and another menu rule of 6-10 guests minimum order £30 per booking)

  • Weekdays - Tick all of the days you want this menu to appear when customers enquire. This will usually be the same as your availability/auto-confirm days.

  • Between dates and Between times can be left blank to work from your availability rules.

  • Days before booking can be left blank so customers can Pre-Order for a same day enquiry. Alternatively, if you require pre-orders in advance of the booking, set the limit here.

Be sure to SAVE your new booking type when you have completed these steps.  

Settings - Booking Types FAQs

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