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Set up table service from scratch

The end-to-end order for wiring up table service — locations, sections, tables, floor plans, modes, tabs, QR.

The pieces of table service — locations, sections, tables, floor plans, modes, tabs, QR codes — are each documented on their own. This guide is the spine: the order to do them in for a new venue. When you're done, use Verify table service on a terminal to confirm it works.

Step 0 — Check table service is switched on

Table service and the till are paid modules. Before anything else, confirm they're on for your account — you can tell from the sidebar:

  • Till and its children (Floor plans, Sections) appear only when the Till and Table service features are on.
  • Table Management (with Tables Served, Tables, Tabs) appears with Table service.
  • Table Ordering QR Code appears with QR ordering.

If those aren't in your sidebar, they aren't enabled yet — ask your account manager. For the symptom-by-symptom version, see Tables, Tabs, Floor plans or QR settings don't appear.

The order to set things up

Do these in sequence — each step uses what the one before created:

  1. 1

    Locations

    If you run more than one site, set up your locations first (Account & settings → Locations) — sections, tables and floor plans all belong to a location. With a single location it's chosen for you.

  2. 2

    Items and menus

    Build your items and menus under Items. Nothing can be rung up until it's on a menu, and QR ordering needs a default menu too.

  3. 3

    Sections

    Group your tables into sections (Bar, Dining room…) under Table Management → Sections. Sections feed the floor plan builder's tray. See Sections.

  4. 4

    Tables

    Create your tables under Table Management → Tables (or let a section create a batch for you). These become the tiles staff tap. See Set up your tables.

  5. 5

    Floor plan

    Lay the tables out on a floor plan under Table Management → Floor plans, and make sure it's assigned to the right location. See Floor plans.

  6. 6

    A mode with Floor plan

    Under Store settings → Modes, set up (or pick) a mode with the Floor plan and Dine in capabilities, then assign it to the device under Store settings → Devices. See Modes.

  7. 7

    Tabs (optional)

    Decide whether terminals run open tabs (running bills) or pay-as-you-go, under Table Management → Tabs. See Open tabs. Day to day, a forgotten tab can be cleared from the Tables page — see Close a tab that got left open.

  8. 8

    QR codes (optional)

    If customers will order from their phones, generate per-table QR codes and set how they pay. See Table ordering by QR code.

  9. 9

    PAC campaign (optional)

    Set an idle screen to show while a terminal waits to take payment, under Customers → Promotions → Terminal Campaigns. See PAC Campaigns.

What's next