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Lunchbox 1.0 to 2.0 Migration Best Practices

Joyce D. avatar
Written by Joyce D.
Updated this week

Overview

Welcome to Lunchbox 2.0!

You are currently on Lunchbox’s 1.0 platform but are migrating to 2.0 on the date given to you for your restaurant group. We’re super excited to have you over here and can’t wait to deliver the engineering velocity and features you deserve. Let’s get started!

Guest Migration Experience

Once the user tries to log in to the 2.0 platform, whether on the app or the web, they will be able to use the same password from 1.0.

  • We are migrating loyalty data, stored value Lunchbox e-gift cards (when purchased), and passwords. Once they log in to their account, they should see the same loyalty points and loyalty rewards that they had on 1.0

  • We are not migrating stored payment card information and users will need to add them

Account re-verification

In general, users should not need to re-verify their phone numbers before ordering on the 2.0 app or web. If upon login users are prompted to enter the PIN code, they will receive a PIN code via SMS and they will be asked to verify their account by entering the PIN code

If a guest uses a landline. The number needs to be manually verified using the Lunchbox Command Center:

  1. Select Switch to Old Admin

  2. Select Call Center

  3. Look up the customer using their email or a phone number

  4. Select Search button

  5. When you find the account select Edit button

  6. Check verified under the phone number

  7. Select Save button

Login issues and recovery

Customers migrating from 1.0 to 2.0 may run into login issues when logging into 2.0. The most common reasons are the following:

  • users can't remember their password

  • users try to checkout as guests and they get an error saying that their phone number or email address already exists and they need to log in.

If a user can't remember their password, they can simply reset it. They need to follow the Reset password instructions on the sign-in page in the app or web. Here we'll present the web experience. When you open the website,

  1. Select the Login button in the top right corner to prompt the sign-in option

  2. Select Forgot Password button

  3. Enter your email address

  4. Select the Reset Password button. You should see the message "Password reset email sent" after selecting the Reset Password button

  5. Open your mailbox and find the email with password reset instructions

  6. Select the button Set New Password and you'll be navigated to the website. Alternatively, you can copy the link below the Set New Password button

  7. Enter a new password on the password reset page

  8. Select the Change Password button

You will be redirected to the website's Home page to log in and you'll see a notification "Password Changed"

Password reset restrictions

  • If a guest's email is a Gmail account and their account is on Lunchbox 1.0, advise them try signing in using Google SSO

  • If a guest's email ends with @privaterelay.appleid.com, they signed up using the Apple SSO and during the process, they've chosen to hide their original email address. Advise them to use Apple SSO and to hide their email address

  • If a guest's email is a regular email account and their account on Lunchbox 1.0 says that they are Apple verified have them try logging in using Apple SSO and not hide their email address.

    • If the user's account is Apple-verified you will see an "Apple Verified" note on their guest page in Admin 1.0. See Screenshot below.

    • Email addresses can be hidden or not hidden so when users log in, they simply hide or don't hide the email address upon sign up. Hidden or not, the account will still say Apple verified.

Reset password for a user

IMPORTANT NOTE: Before resetting password for a user, make sure the email with the verified phone is the user's primary account. Remove verification from any other account with the same phone number. Having multiple users with the same phone number verified causes Toast In Store loyalty to fail.

If the previously listed steps do not work, you can manually reset the user's password for them. Look up the customer's phone number associated with the account in Lunchbox Old Admin (Call Center). To do that, go to the client's ordering website, log in with your Admin account credentials and

  1. Select Jump to Admin

  2. In the New Admin, select Switch to Old Admin button

  3. In the Old Admin, select Call Center

  4. Search for a user by entering their phone number. Find the email the user is attempting to access by referencing the email they are using to log in.

  5. After finding the user's account select the Edit button

  6. Find the user’s account using their login email and check if their phone number is verified.

  7. Copy the email linked to the account

  8. Navigate to the Users Tab on Lunchbox Old Admin

  9. Search the email connected to this account

  10. Once you find the user's account, select the + (plus) button next to it

  11. Enter the temp password into both Password Fields

  12. Select Save button

  13. Provide the guest with their temporary password via email to the email they have on file.

Web Ordering

Restaurants will have to update their CNAME on the night of migration to their brand new Netlify site in tandem with Lunchbox uploading the SSL Certificate. If these are not done in tandem the site will not be accessible.

Lunchbox will upgrade your order.brandname.com (e.g., order.bareburger.com) website and all location pages to the new ordering website. The big upgrade to 2.0 is that the same link is used for catering on 2.0 as there is no longer a separate catering site as there was for Lunchbox 1.0

Restaurant Partners need to update the SPF Record and DNS. Without this step, emails will not be whitelisted. Read more about it here

IMPORTANT NOTE: Location-specific links will differ between 1.0 and 2.0. If you use any of these links from Google, Yelp, Apple My Business, Trip Advisor, Social Media or Paid Ads, these will need to be updated with the migration by the restaurant’s HQ Team. For example, Google Search Result for Astoria Bareburger currently links to the 1.0 location page URL for Astoria Bareburger

New Web Ordering Look & Feel

The new ordering website might look different but it will allow guests to place orders just the same. So what is new?

  • Packing Instructions have been streamlined down to a single checkbox in the cart where a guest can opt to include utensils or not include utensils.

  • Lunchbox now features a Jump to Admin button on your ordering URL that is only visible for managers and admins of your restaurant which is WEB ONLY. From here you easily access your restaurant's Admin Dashboard.

  • Locations in Lunchbox that are set to Test Locations will be visible in the UI with a Test Store Icon and are only visible to Admins. This is to help with testing new coupons and menu items in the future.

  • You can set your web popup notification! This is a great place to leverage comms for your new site! Consider adding text that educates your guest on how to log in after migration. To set it up,

  1. Select Design

  2. Select Web

  3. Select Custom Popup

  4. Set Toggle Enable Custom Popup to active

  5. Then, you'll need to set the Header, Body and optionally upload an image.

    1. You'll also have to set a toggle to view the notification only once (Show only once) or to present it every time the user visits the ordering page, and finally, choose whether or not to show a custom popup in the ordering app, too.

  6. Select Save to select your settings

App Ordering

The night before your given date for the new ordering platform launch, Lunchbox will push out the app update for 2.0

Most users will automatically upgrade to the new app, some will do it manually depending on the settings specific to each user's mobile device. There will be a small group of users that still have the 1.0 app if they are not upgrading.

Lunchbox will update the carousel image on the 1.0 app to encourage users to download the new app.

Please keep in mind that certain app design changes require a new build for changes to take effect, even tho we can now set them directly in the Admin channel, without sending an engineering request. When you make the following updates, please email [email protected] and cc your CSM to have a new app released:

  • App Icons

  • iOS & Android Identifier

  • Fonts and Font Files

  • Apple Pay & Google Pay

  • Social Sign On

  • Google Analytics Configuration

Loyalty migration

  • Users will be able to place orders on the 1.0 app and redeem available loyalty credits, or any active discounts on the 1.0 platform through the App Ordering experience.

  • Users will still accrue points for in-app ordering on the 1.0 App. Lunchbox migrates users' data before launch, however, in leaving both apps active, there might be a few users that don’t have the loyalty points match or credits show accurately from 1.0 to 2.0. Don’t worry, credits and points can easily be adjusted using the admin dashboard for guests with discrepancies and can be referenced by looking up the customer in the 1.0 Dashboard.

  • Upon Migration a user will still receive the tiered reward of what ever tier they are actively in upon first purchase.

New Ordering App Look & Feel

Locations that are set as Test Locations in the Admin dashboard will be visible in the UI on the app but are not indicated with a Test Store Icon.

Test Locations are only visible to Admins. Having the test location visible only to admins will help with testing new coupons and menu items post-migration.

Packing Instructions have been streamlined down to a single checkbox at the cart where a guest can opt to include utensils or not include utensils.

You can set the custom pop-up in the new 2.0 app. This is a great place to leverage comms for your new platform. Consider adding text that educates your guest on how to log in.

Custom pop-up has to be enabled in the Web section. The instructions are listed above, and you can find them by clicking here.

Set up of service types for internal use

If your restaurant runs internal use service types during your migration and you are attempting to test those service types. To get the internal user service types to display on the app follow these steps.

  1. login with your admin account in the app

  2. close the app

  3. open your 2.0 ordering website

  4. log in on the web, or if you are logged in refresh the page

  5. reopen app

  6. you should see the internal use service types now.

General Features

Checkout: Apple Pay & Google Pay

  • Apple Pay is available for app and web (mobile)

  • For desktop ordering, Apple Pay is only supported with the Safari Browser. This is a limitation on the Apple Side.

  • Google Pay will be enabled post-migration (requirement from Google Pay)

Guest Checkout

Guest Checkout is now available on Lunchbox 2.0, on apps and websites.

IMPORTANT NOTE: Guest Checkout is available only to non-registered email addresses / mobile phone numbers. If you have previously registered, you will be prompted to log in.

Scan to Pay and Scan for Loyalty

Use of Scan for Pay and Scan For Loyalty will no longer be available through the 1.0 App. Toast POS only allows one loyalty and tender integration at a time, and access will now be transferred to the 2.0 dashboard. To use these new features, the team in the restaurant should have the guest download the new app and sign in using their existing Lunchbox Credentials.

IMPORTANT NOTES:

For customers using Toast POS, it is highly recommended to reboot their terminals after the new 2.0 app publish has been made with the new Lunchbox V2 Tender enablement. Log out of the Toast app, power off the device. Turn the device back on and log back in.

Lunchbox 2.0 must apply the Lunchbox V2 Tender API integration to the same GUID that you are sending through your other payment transactions. This is different from 1.0 behavior. Please note that payments will now process through a single GUID. Completed in the API Integration email sent by your Implementation Project Manager. You will be CC'd on this.

As with Lunchbox 1.0, the guest can provide their mobile number (linked to their Lunchbox 2.0 account) to restaurant staff to be input into the POS Terminal for Loyalty Lookup and accrual for an order placed.

When a user wants to use Scan to Pay, they will automatically spend their Loyalty credits. If a user wants to use item-based rewards they should use scan for loyalty first by applying the item based reward, and then process payment using scan to pay.

If a Scan to Pay order is voided in Toast POS this will void the order in Lunchbox. This is the only order type that voids from POS to Lunchbox all other order types need to be adjusted in both Toast and Lunchbox. (App, Web Orders & Scan for Loyalty orders must be voided in both Lunchbox and Toast)

Users on 2.0 will only accrue loyalty on the subtotal of an order. Loyalty points are not granted for tips and tax.

On the app, under Scan tab, user can find Scan to Pay and Scan for Loyalty options, and show it to the staff in the restaurant during the trasaction. These are two different QR Codes, so recommend you users always to use Scan for Loyatly first and then Scan to Pay.

💡 If you want to learn more about Managing Lunchbox 2.0 Loyalty, follow this link https://support.lunchbox.io/en/articles/8755636-lb-2-0-operate-loyalty

And if you want to learn more about how In-Store Loyalty look up works, select the following article.
https://support.lunchbox.io/en/articles/8684393-2w-toast-in-store-lookup-guest-experience-lb-2-0

Customer Look Up

Using the Toast POS Terminal, we can look up for a user by typing in their email and phone. However, sometimes it's best to use the customer name due to the length of the email.

IMPORTANT NOTE: In the instance that the user uses a private relay email and no phone # is used, the lookup search is best done using the user name.

Currently there is no ability to edit information in the loyalty admin and a feature request has been submitted.

IMPORTANT NOTE: please note that any edits in the Call Center do not reflect over to Loyalty Admin.

For example, we looked up for "Kreg Leg" and we typed in the customer name as lookup criteria,

Catering Ordering

This feature is now available in the app and web!

  • App

  • Web

Catering & Loyalty

  • Loyalty points and rewards are now going to be accrued for Catering Orders unless otherwise specified. Notify your Implementation Project Manager on how you would like this to be configured.

  • The same Loyalty program applies for both native ordering and catering.

Admin Dashboard

Lunchbox is in the process of releasing a new version for the Admin dashboard. However, as we transition all the features from the old dashboard to the new, there are still some of the things that you'll still need to configure or look up in the Old Admin. We made swithcing between two system much easier, so in the new Admin there is an option called Jump to Admin that will take you to the login page of the Old Admin, until the transition process is over.

Here are some of the most important features available in the new Admin dashboard:

86ing

For Toast clients, to 86 an item on Lunchbox 2.0, please follow these steps described in

Business Hours

For Holiday Hours & Time Slots please follow the steps descibed in LB 2.0 Operate: Business Hours

Call Center & Order Dashboard

For creating and managing Catering orders for all locations LB 2.0 Catering: Editing Orders from Call Center

  • A new article coming soon!

Coupon / Discount Management:

IMPORTANT NOTE: We recommend placing test orders for all coupons end to end. It is very important that you see the coupon hit the point of sale and that you combine coupons that are meant to be combined

Emails

Transactional emails (not sent via Customer.io) are unable to be branded using the Lunchbox 2.0 Admin Dashboard. For example, the order confirmation email, password reset and order cancellation.

Google Tag Manager

Location Management

From the Locations tab, you have the ability to update location preferences including:

Menus

New Menu GUIDs require the intervention of Lunchbox Support to add menus into Lunchbox. Please email [email protected] and they will help to get the new menu added to Lunchbox.

Orders & Order Search

For managing orders and viewing order details

Refunds

Partial Refunds and Order Cancellations can only be completed on the next day in Lunchbox. Same day options only include cancelling the whole order.

Refunds must be completed both in the POS and on the Lunchbox Admin Dashboard for all orders except Scan to Pay Orders. Scan to Pay is the only order type that refunds the transaction in Lunchbox.

Check out this Help Center Article for more information on how to execute

Reporting

From Reports, you have the ability to easily search for orders by Order ID or External Order ID. There are number of detailed reports available to search, view and download for data tracking needs. Read below for more information:

Service Type Management

  • From the Service Types tab, you have the ability to:

    • Enable/Disable the status of the service

    • Enable/Disable Payment options

    • Set Lead and Prep times along with order minimums (Toast Clients - Native Ordering will import these values from Toast for Pickup & Delivery. (Catering is managed in Lunchbox))

    • Add/Edit Subtotal Prep Time rules

    • Manage Order Handling options

    • Set Tax Rules (tax rate is synched from the POS)

    • Set/Update Days/Hours of service

    • Read more in this article Service Type Management

    • A new article coming soon!

IMPORTANT NOTE: Catering Orders must have Hold Future Orders setting in place on the service type if you wish to continue making adjustments to orders before sending them to the POS.

To set up the system to Hold Future Order, in the left-hand sidebar select:

  1. Operate

  2. Service Types

  3. find Lunchbox Catering Takeout (or similar, depending on the nomenclature of client's restaurant)

  4. in the Edit section find Order Handling

  5. set Hold Future Orders toggle to active

Time Slots

Time Slots are used for Menu Categories, Items, Order Throttling Rules or Coupons:

User Management

For adding other brand admins, location managers, etc:

Migrated customers will share the same First Order Date. Avoid using First Order as a flag for an anniversary promotion. Otherwise you run the risk of sending your entire migrated user database a campaign.

  • Email Campaigns:

    • Email Campaigns & Triggers that were set up in http://Customer.io for Lunchbox 1.0 should carry over to Lunchbox 2.0 and are handled using the http://customer.io dashboard. We recommend that you test this out prior to the migration as well

  • Push Notifications:

    • Push notifications are now setup via http://Customer.io in Lunchbox 2.0 vs Lunchbox Admin

    • Any pre-scheduled push notifications that were set to go out on Lunchbox 1.0 need to be set up in http://Customer.io so that they are sent out in 2.0 post-migration. See the walk through video

    • We recommend that you test this out prior to the migration as well

Delivery Dispatch

DoorDash Drive

Moving from Lunchbox 1.0 to 2.0 will send Doordash an additional External Store ID which will create another instance of each location's DoorDash Drive in the DoorDash Merchant Portal. Once you turn off 1.0 you can request that DoorDash via telephone escalated support or through your DoorDash Rep to remove the older DoorDash Drive instance from your DoorDash Marketplace Dashboard.

Integrations

If you have any active integrations on Lunchbox 1.0 (Ex: Gift Card, Surveys), please be sure to test these out via test orders during your User Acceptance Testing and Friends and Family phase prior to migration

Payment Processing

Chargebacks will no longer be visible in the 2.0 dashboard. These will need to be handled using your access to your payment processor's dashboard.

Reconciliation will have to now be done using your Lunchbox Dashboard, Payment Processor Dashboard and POS reporting. Here is the list of the relevant articles:

Support Resources

Please be sure to look for Lunchbox 2.0-specific articles in the Lunchbox Help Center which are in the ‘Lunchbox 2.0 Platform’ section

Contact your HQ Help Desk team for assistance. They will escalate to Lunchbox Support if needed

  • Lunchbox Support can be reached at [email protected] or via Live Chat on the Lunchbox Help Center or Lunchbox 2.0 Admin Site which can be accessed via the ‘Jump to Admin’ link on the web ordering site which is not visible to customers. The best practice is to report each issue individually

Troubleshooting

If you are seeing issues with 1.0 to 2.0 system, visit Migration

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