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Service Type Overview

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Written by Marija Golubovic
Updated over a week ago

Overview

Service Types are dining options used to manage settings for Pickup, Delivery, Catering Pickup, Catering Delivery, Curbside pickup, but also 3PD Order Aggregation, and Gift cards. Depending on the service type availability, users can select food ordering options and start their order on a restaurant's ordering site or app.

3PD and Gift cards are treated as service types, even tho they can not be selected on the Ordering site or app, simply because they have to be enabled as a service type to work properly.


Service Type page

To get to the Service Type page,

  1. Select Operate in the left sidebar

  2. Select Service types


Global and local service type settings

What you see on the Service Type page depends on your role and permissions in the organization. Some team members will only see local setup options, while others with broader access can view and manage global settings.

Local setup

Team members with the local setup options won't be able to select different locations, they will only have visibility into the location they manage. On the Service type page, they will be able to:

  • Select their store location

  • View the service types

  • Edit local service type

  • After choosing a location and selecting a service type (without selecting the Edit or Delete buttons), they will see the note about editing service type for the selected location

Global Setup

Team members with broader access will be able to:

  • View the service type IDs sorted by their service type ID

  • View and set up the global level Service Types:

    • Edit Global Service Types

    • Delete Global Service Types

  • Without selecting a location, they can view and select the Add Global Service Type button

  • Select different locations to view and set up, but in this case, the Add Global Service Type button will not be available. The Add Global Service Type button is only available when no location is selected.

  • After choosing a location and selecting a service type (without selecting the Edit Global or Delete Global buttons), they will see the note about editing service type for the selected location


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