Getting Started with YourMenu on Clover
Welcome to YourMenu! This guide will walk you through the setup process, so you can start taking online orders ASAP. When you first download YourMenu, you'll be brought to the Setup Wizard.
Follow the guide below for help completing the Setup Wizard. Our specialists are always here to help, book a call with them here: Book Onboarding Call
Step 1: Verify and Update Your Business Information
It's important to make sure your business details are accurate. This information will appear on your public ordering page, so it’s essential that everything is correct.
Verify and update your business information before you click Next to move to the next step. Be sure to check Display Name, Address, and Phone.
Step 2: Configure Your Online Ordering Settings
Now that your business information is up to date, it’s time to configure the key settings for your online ordering system. These settings will help manage the flow of orders, control delivery options, and order accuracy. Taking a few minutes to adjust these options will make sure your restaurant is ready to handle online orders smoothly and efficiently.
We suggest reading through all of the settings, but at a minimum please check Preparation Time, Order Markup, and Accept Delivery Orders.
Here are some additional articles to help with this step:
Step 3: Sync Menu from Clover
With your ordering settings configured, the next step is to sync your restaurant’s menu from your Clover POS to YourMenu. This process ensures that your online ordering menu is up to date and consistent with what’s available in your restaurant.
You’ll also have the option to enable features like Auto Sync to keep your menu updated automatically, create a Popular Items category to highlight best-sellers, and activate Retail Mode for retail merchants.
Here are some additional articles to help with this step:
Step 4: Set Your Business Hours
Now that your menu is synced, it’s time to set your restaurant’s business hours. These are the hours that will appear on your online ordering page, letting customers know when they can place orders for pickup or delivery. Accurate business hours ensure that you’re receiving orders only when your kitchen is open and ready to prepare them.
Let’s configure your hours so your online ordering system is aligned with your restaurant’s availability.
Let’s configure your hours so your online ordering system is aligned with your restaurant’s availability.
Step 5: Enable SMS Marketing
Take your customer engagement to the next level by enabling SMS marketing through YourMenu. With SMS marketing, you can send promotions and updates directly to your customers’ phones, helping to drive repeat business.
In this step, you’ll set up SMS marketing by entering your Billing Information (if you haven’t already), selecting a dedicated SMS phone number for your business, and choosing a Marketing Billing Plan that fits your needs. Let’s get your SMS marketing up and running to start reaching your customers instantly!
Here are some additional articles to help with this step:
Step 5: Set Up Online Menu
Once you've completed the Setup Wizard, we suggest that you go through your online menu and make any necessary edits. You change Item availability so it does/doesn't show online, add pictures & descriptions, hide/show categories and modifiers, create item schedules, and much more. Here are a list of useful articles for getting your feet off the ground:
Step 6: Configure Printer and Run Test
Now that your menu is ready, you can run a test and go live! Before you run a test, we suggest checking your Printer settings on Clover to ensure orders will print properly.
Please follow the instructions here: https://help.yourmenu.com/portal/en/kb/articles/clover-pos-printer-settings-for-yourmenu
Once you're done, you can run a test by placing an order!
Step 7: Go Live
You're now ready to accept orders! We suggest adding an 'Order Online' button to your website as well as change the links on your social profiles so customers can find your new ordering page.
We also have an integration with Google Business. Simply go to the YourMenu Dashboard and click Link Google Business.
This will bring you to a Sign in with Google page. Please sign in or click on the account that has access to your Google Business Profile.
You will be prompted to allow YourMenu to make changes to your Google Profile.
Hit Continue. Now your YourMenu link will appear under the Menu link and Order Online link on your business profile!
Need help? Book a call with us today!
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