Dashboard - Locations: Pickup Settings

Pickup

To enable or disable pickup at a given location, toggle it on and off under the location information card at the top of the screen, next to Pickup Accepted:

 

General

Pickup configurations include settings that can be quicky adjusted by operators, including:

• Pickup closed today: This will temporarily disable online ordering for the current day, and resume based on the standard hours the following day.
• Allow customers to order 7+ days in advance: By default, ordering will be allowed up to 7 days in advance. However, with this feature enabled, we can support allowing customer orders up to 365 days in advance.
  

Min/Max Order Value

Minimum/maximum order value allows brands to set limits on the size of orders at the location level.

• Minimum order value: The minimum total a customer’s basket must reach to place an order, most often used for delivery and catering orders. Total includes subtotal, tax and service charges (like delivery fee).
• Maximum order value: The maximum subtotal a customer's basket can reach and still be able to place their order online.
• Notification Message: A custom message that will display on the location card to alert customers of any min/max order value limits.
  
• Error Message: A custom message that will display if customers do not meet or exceed the minimum/maximum order value set. It will pop up if they try to select the checkout button while their basket value is out of the set range.

Order Options

Order options allow you to create custom order options that guests can choose from when placing an order (such as in-store pickup, curbside pickup, etc.)

When creating a new order option, there are a number of options to help customize the ordering experience for your guests:

• Internal Title: This is strictly for internal use and will not be shown to customers.
• Option Name: This is the title that customers will see when placing an order.
• Instructions: This is a custom message that customers will see after selecting their pickup option, such as where in the store they should go to pick up their order.
• Information Text: This enables an open-response text box to gather information from customers, such as their car make and model for curbside pickup.
  • Information: This is the prompt that customers will see, such as "Enter your car's make/model."
  • Make Information Field Required: This requires that the customer must complete this field before proceeding with their order.
  • Information Field Error Message: The error message that will pop up if they do not complete the field.
• I'm Here (Tablet App Only): This enables guests to select a button on the app when they arrive. This will ping the tablet in-store to alert teams that customers have arrived for their curbside order.
• Order Received Email: This will trigger an email after customers place an order, confirming that their order has been received.
• Order Received SMS: This will trigger a SMS after customers place an order, confirming that their order has been received.
  Please note: It is necessary to enable SMS on your account before using SMS order notifications. Reach out to your Customer Success Manager or our Technical Support Team at [e-mail] to enable this.
• Order Complete Email (Tablet App Only): This will trigger an email after a customer's order is marked as Complete on the Incentivio Tablet App.
• Order Complete SMS (Tablet App Only): This will trigger a SMS after a customer's order is marked as Complete on the Incentivio Tablet App.

Pickup Availability

Pickup availability controls the prep time needed and the distance between time slots in online ordering.

• ASAP: Customers can pick up an order as soon as possible. When placing an order, the due time is the time the order is placed + the prep time. For example, an ASAP order placed at 11:47 AM, with a 15-minute prep time, will be ready at 12:02 PM.
• Time Slots: Customers can select a specific time slot later in the day to pick up their order.
• Pickup Order Prep Time: The time needed to prep a standard-size order.
• Time Slot Interval: The time between each time slot. For example, 15 minutes would set 11:00, 11:15, 11:30, etc.
• Pickup Order Notice Period: Primarily used for catering orders that require advanced notice. Amount of advance notice that a location requires for an order.
  The first available time slot a customer sees would be the order notice period + prep time, within available business hours.

Payment Settings

Payment settings allow brands to control whether payment is required and whether guest checkout can be used at the location level.