Service Types Introduction
Service Types are dining options used to manage the settings for Pickup, Delivery, Catering Pickup, Catering Delivery & 3PD Order Aggregation. Guests select these options when they start their order on a restaurant's ordering site or app.
Manage Service Types
1. From the "Jump to Admin" Dashboard, navigate to Operate and click on Service Types
2. Select a Location to adjust Service Type settings
Note: You are not able to configure Service Type settings globally for all locations. If you see an option to + Add Global Service Type, please ignore it. This is for Lunchbox Configurations only.
3. Once a location is selected, all Active and Inactive Service Types
Click on any Service Type to Edit the settings
Warning: Do not Delete Service Types! This action is not reversible.
4. Click on an Active Service Type
For example, Pick-Up
Service Type Settings
On the right-hand side of Service Types, make changes and changes to the selected location Service Type (like Pick-Up)
1. Make changes to this location's Pick-Up Service Type
2. Status
Toggle statues on or off for Approved or Enabled
Approved: All Service Types must be approved by Lunchbox Configurations before any changes can be made
Enabled: This will enable or disable a Service Type from being visible from the location selector
3. Payment Processing
Toggle configured Payment Methods for this location. Typically "Credit Card" is always an option.
4. Order Fulfillment
Select the Lead Time, Prep Time, Group Order Prep Time (coming soon!) and Minimum Order amount for this location's Service Type.
Lead Time:
Used to determine the earliest available time food will be available based on size of the order and time of day. Lead Times are only used when the Customer starts an order
Prep Time:
Used to determine order ready time and is the general time it takes to prepare and package an order.
Calculated at check out after customer has added entire order to cart
Ensures the restaurant has enough time to prepare customer’s order
Determines the time that the order is fired to POS if you have a POS-integrated system
Consists of 4 cumulative components:
Prep time per service type - what we are setting here
Prep time by menu item - configurable at the global level
Prep time by order subtotal - configurable at local service type under Subtotal Prep Time Rules
Order throttling - configurable in Order Throttling rules and can be set global or local for all, multiple, or 1 specific Service Type
Group Order Prep Time:
This is used to determine the order-ready time, specifically for Group orders. It is the general time it takes to prepare and package the Group order.
Minimum Order Amount:
This is how much a guest must spend before checking out for non-delivery service-type orders.
5. Order Handling
Order Handling is used to determine when to fire orders to the POS.
Hold Same Day Future Orders: choose to hold an order based on order ready/firing time for same day future orders. Toggle the option to enable or disable Hold Future Same Day Orders
Hold Future Orders: choose to hold an order based on order ready/firing time for future orders (next day and beyond). Toggle the option to enable or disable Hold Future Orders
Auto Send to POS (For POS locations only): enabling this option automatically sends the order to the POS system. The order is held on the Lunchbox servers and the POS is not notified until the calculated firing time. Toggle the option to enable or disable Auto Send to POS
Allow Check In: Used for Curbside Pick-Up for customers to check in when they arrive at the location to alert the restaurant.
6. Tax Rules
Tax Rules apply here based on what is pulled into the Sales Tax tab and how taxes are configured in the POS for the menu items and location (if POS integrated)
7. Pick-Up Not Available
Allows users to set custom schedules when certain Service Types are not available. Can be recurring or 1 time. This is great if you don't want to receive orders right at opening or right before closing.
This is also helpful to use for holiday schedules that are specific to the service type.
8. Subtotal Prep Time Rules
Subtotal Prep Time Rules allow you to set different tiers of prep times based on how much an individual guest spends on an order. These rules will add to the Prep Time set in Order Fulfillment to increase the Prep Time and calculate a new Order Ready Time at checkout.
Note: The first tier will always be $.01 to your first entered amount.
9. Tax Classes
Tax Classes display the class and rate being applied to items for this specific service type.
10. External ID
Lunchbox configurations can set external IDs for a Service Type to connect to the POS globally. If a Service Type External ID is Local to a specific location, that would be configured here to overwrite the Global setting.
11. Save Changes
For any changes that you make to a location's Service Type, be sure to click Save at the bottom right
Enable Guest Count
As a Restaurant Operator (admin user), you can edit the guest count through the admin dashboard so you know how many napkins, knives, forks, etc. to provide. Plus, you can assess if the customer has ordered enough or too much food and drinks for that order.
Step 1: Log in to the Adm Dashboard < Select Operate < Service Types
Step 2: Chose the location you wish to select guest count for
Step 3: Select the Service Type you wish to edit and click "edit" on the top right
Note: Make sure to select "edit" when choosing the service type to enable guest count
Sept 4: Scroll down to enable "require guest count". Don't forget to hit save once done.
User Interface - Enable Guest Count
This is how the guest can type the Guest Count when ordering from your website or app.
Allow Tips per Service Type
Tips are configurable by service type. Each service type can have tips enabled/disabled and a different tip percentage suggestion. Standard tip options are 15%, 20%, and 25%. To enable "Allow Tip":
Step 1: Select Service Type on the drop-down menu
Step 2: Choose what service type you would like to enable "Allow Tip" for
Step 3: Click "edit".
Step 4: Scroll down to enable "Allow Tip."
Step 5: Choose Tip Options and Default Tip. The tip percentage suggestion ensures that whatever the restaurant enters is auto-selected for the guest at checkout.
