Pre-orders are a powerful way to generate excitement and secure sales before a product launches. In this article, we’ll show you how to set up pre-order items and menus and manage bookings efficiently.
If you don't have pre-orders enabled yet, please reach out to your account manager.
We’ll guide you through creating pre-order items and menus, ensuring a smooth experience for your customers.
Whether you’re launching a new product or a limited edition item, this guide equips you with everything you need for a successful pre-order campaign.
Pre-order setups
Learn how to define and organize pre-order items and menus, set tailored pre-order rules by booking type, establish minimum order quantities, and set cutoff dates for pre-orders.
Discover how to automate reminder emails, enable self-service pre-orders at booking, create and download kitchen sheets, develop pre-order packages, and integrate PLU codes with the Access EPoS system.
Set up your pre-order rules per booking type.
Explanation of how pre-order menu rules and limits work.
Set up a minimum order for pre-order menus.
Create a cutoff date for pre-orders.
Set up an automated pre-order reminder email.
Make pre-orders available at the point of booking so that customers can order themselves.
Create and download kitchen sheet.
Create pre-order packages.
Enable PLU for the Access EPoS integration.
Dietary requirements
Learn how to add and update dietary requirements, including diet types, allergies, and additional settings, to ensure your items meet diverse customer needs.
Add dietary requirements.
Add diet types, allergies, and extra settings to your items.
Manage bookings
Discover how to send a pre-order menu to customers, delete outdated pre-orders, manually add fixed price menus, and add a pre-order as a lead booker for yourself and other guests.
Send a pre-order menu to a customer.
Add a pre-order as a lead booker and order for yourself and other guests.
Payments
Learn how to set up and request payments for pre-orders within bookings, and apply discounts to pre-order items from your menu.
Set up payments for pre-orders.
Request a payment for pre-orders within the booking.
Apply discounts for pre-order items from a menu.
Reports
See the total value of all your completed pre-orders and the list of all customers that have pre-ordered on a specified date range.
For more information about pre-orders, register for our pre-order webinar, and also check our Pre-orders FAQ.