Hotline

Owned by Patrick Birrell
Last updated: Jun 14, 2022 by Natalie Slaven (Unlicensed)
3 min read

With Hotline you can facilitate an order on the behalf of a customer placing orders over the phone. The customer should be on the phone with you while you are making the order to answer card payment questions, and to provide you the necessary details to create an account if they are new to your venue.

Hotline requires that you have a Global Dashboard which is an ‘umbrella’ Dashboard if you have more than one venue. Hotline is managed from the Global Dashboard, so if you haven’t got one you will be set up with one.

This is an additional paid feature, get in touch with us at support@qikserve.com if you would like to discuss enabling this

To carry out any of the tasks listed below, first sign into your Global Dashboard. It is distinguished from your individual dashboards by the globe symbol outlined below

 

Creating a new Customer

  1. Login into your Global Dashboard at app.preoday.com

  2. On the left hand toolbar at the very bottom, select Customers

     

  3. On the right hand side of the dashboard, select Create New Customer

     

  4. Enter the customer details into the box that appears on the right, then press Done

  5. Once you have created a customer, their details will be saved for any future orders they may place by phone

  6. The customer will be sent an email from welcome@preoday.com with the subject title: ‘Welcome’. Here they can finish the process of creating an account for themselves by entering a password

  7. Continue on the steps below

Placing a Customer Order through Hotline

  1. Login to your Global Dashboard

  2. On the left hand toolbar, select Customers

  3. On the right hand side of the dashboard, search for an existing customer in the bar at the top of the screen (the customer must have been created already - see previous steps)

     

  4. Once you have located the relevant customer, hover your mouse over the three dots at the top right of their customer details box

  5. Four option icons will be displayed. By selecting the shopping basket icon, you will be redirected to the ordering portal, where you can take the customers order

    The other option icons shown above allow you to edit the customers details, add customer notes, and view their order history.

  6. When on the ordering portal follow the journey as a customer would

  7. At Checkout you will need to enter the customer’s card payment details if your venue supports card payments. You can also add any Special Instructions as normal

  8. Click Place My Order

  9. If you see the confirmation page then the order is successful. The customer will get an email confirming the order and the venue will get the order to their Order Management page.