Set up click and collect

Click and collect lets customers browse your menu, pick a collection time, and submit an order online. They pay at the till when they arrive — there's no online payment. Open Click and collect in the sidebar.

Before you go live: the Takeaway capability

Collect orders are takeaway orders. For them to reach your till and be settled, the till's active mode must have the Takeaway capability switched on. Check this before you go live:

• Go to Store settings → Modes, open the mode your till runs, and confirm Takeaway is on. See Modes.
• With Takeaway off, online orders are still taken, but they won't appear on that till — with no error to tell you why.

Check it before anyone sees it

Every settings page can show you a live preview of what a customer will actually see — your menu, your colours, your logo.

Press Preview in the top bar to open it. On a wide screen it sits beside your settings so you can edit and watch at the same time; on a narrower one it opens over the page. Press the button again, or Esc, to put it away.

It starts closed, so the settings have the full width until you ask for it.

It updates as you type, before you save, so you can try a colour or hide a photo and see the result without publishing anything.

It opens on the page the section you're in affects. From Payment you land on the checkout, from Tables on the table screen, and everywhere else on the menu — so you're looking at the thing you're changing instead of walking there. The row of buttons above the preview moves it to another page without you leaving the section you're editing.

• It is the real customer page, not a picture of one. What you see is what they get.
• The checkout has a dish in it already — your own first one — because an empty basket shows £0 and hides the tip row, which is usually the thing you came to look at.
• Ordering and paying are switched off inside it. You can add things to a basket and walk all the way to the confirmation screen; no order is ever created and no card is ever charged.
• Phone / Tablet / Desktop switch the size, because your page looks genuinely different on each. The preview shrinks to fit whatever room it has, so it stays whole on a smaller laptop rather than running off the edge.
• New tab opens the preview on its own, so you can put it on a second screen and keep editing beside it. It keeps updating as you type.

Turn it on

Go to Click and collect → Settings.

1. 1

   Choose your public web address

   In the Your ordering page card, set the Web address that goes after the prefix shown next to the field. It must be 3 to 48 characters, lowercase letters, digits and hyphens, and start and end with a letter or digit.

   The prefix depends on which journey you're setting up: click & collect pages live at /collect/, and Collect now pages at /collect-now/. They're separate addresses, so the same word can be used for both.

2. 2

   Switch online orders on

   Tick Accepting online orders. The toggle stays greyed out until there's something in the address field.

3. 3

   Save

   Click Save in the bar at the top of the screen. Your page is now live, and the screen shows the full address with Copy and Open buttons.

If you have more than one site, each one gets its own collect page — its own address and on/off switch — under your main address.

Saving your changes

There is one Save button, in the bar at the top of the screen, and it covers this whole page — your web address, the Accepting online orders switch, and everything under Collection times. The separate Save buttons that used to sit inside those cards are gone.

• It stays greyed out until you actually change something, so a click always means "commit what I just edited".
• While you have unsaved edits, the top bar shows Unsaved changes.
• One click saves the lot together, so you can set your address and adjust the Advanced timings in the same visit — first-time setup included.

If your portal has an "Online ordering" menu

Newer accounts manage click and collect under Online ordering → Click and collect instead of the page described above, and that page is laid out differently: instead of one long list of cards, the settings are split into sections, with a row of buttons across the top to move between them.

| Section | What's in it | |---|---| | Menus | Which menus guests see, how the menu is laid out, dish photos, allergens, and the popular row | | Branding | Which branding profile this page uses, your logo, and the banner | | Links | Your web address and its QR code | | Payment | When guests pay, tips, terms, and the marketing opt-in. Paying online uses the Tillable online-payments account set up on the shared Settings page | | Availability | Pausing orders, and your collection times | | Locations | Each location's own address and on/off switch. Only if you have more than one location |

You land on Menus. Tap any button in the row to switch section, and change what you need in any of them.

One Save covers the lot. Your changes are kept as you move between sections, so you can edit your menus, your branding and your payment settings in one go and press Save once at the end. While anything is unsaved the top of the page says so.

Your web address is created for you. The first time anything on this page saves, we make an address from your business name if you haven't set one. You can change it whenever you like under Links. That's why you can open Payment first and save straight away — the error "Choose a public URL slug first." can no longer happen.

Choosing the colours guests see

Under Branding, three settings decide the colour of each surface on your ordering page:

| Setting | What it colours | |---|---| | Page | The background behind everything | | Cards | The panel each dish sits on | | Top bar | The bar that stays at the top as guests scroll |

Each one offers the same five choices: White, Black, or one of your three brand colours — Primary, Secondary or Accent. Every option shows a small square of the colour and its code, so you can see what you are picking without opening your branding.

They are three separate choices on purpose. A white bar over a coloured page frames the menu; a coloured bar over white cards puts your brand at the top and leaves the dishes clean. Neither was possible when one setting drove them all.

Text, dividers and buttons adjust themselves to stay readable on whatever you choose, so a dark page gets light writing and a bright one gets dark writing. You don't have to set them.

Letting customers leave a note

Let guests add a note puts one box on the checkout — "Anything we should know?" — for the whole order. It is off unless you turn it on.

Use it for the things that are about the order rather than a dish: where the customer is sitting, how to find them, an occasion. Notes are limited to 280 characters, and they show on the kitchen ticket and on the order in your Click and collect list.

Collect now works the same way

If you also use Collect now, it has the same row of sections, the same switch at the top, and the same settings as click and collect. Its settings are its own — turning one on doesn't turn the other on, and each has its own web address.

The one difference is inside Availability. Collect now has no slot timings, because collection is always straight away: the customer gets a 3-digit order number instead of picking a time. You can still pause ordering there, and it has its own opening-hours picker — opening hours are the one rule Collect now does not skip.

Opening hours

Pickup slots are only offered inside your opening hours. You build the hours themselves under My business → Opening hours, as named profiles ("All day", "Lunch only"), and add festive overrides there for special dates.

Which profile click and collect follows is set under Availability → Ordering hours. Leave it on your normal opening hours and it takes orders whenever you're open, which is what it has always done. Pick a profile and it follows that instead, so you can stop taking collection orders at 20:00 while the counter stays open until close.

If you have more than one location, you'll see one picker per location. Set them separately: your Kingston branch can take collection orders until 20:00 while Wimbledon takes them until close. A location you haven't changed follows its own opening hours.

Collect now has the same pickers on its own Availability tab, and the two are separate. Setting one does not change the other.

If a location has no opening hours at all, nobody can order there. Customers get no times to choose from.

What's next

• Slot timing and lead times — how often slots appear, minimum lead time, cutoff and kitchen fire-ahead.
• Manage collect orders — the order list for the day and its states.
• The collect page — what customers see.
• Click and collect troubleshooting — toggle won't turn on, no slots, missing items, orders not reaching the till.