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General Information
Dashboard Home Page
- Dashboard Overview
- Dashboard Notification Banners
- Orders Placed
- Open Orders
- Offline Stores Tab in Dashboard
- Disabled Stores
Reference Materials
- 2020 PCI Attestation of Compliance
- Olo PCI Compliance Overview
- Olo's Position on Alcohol Sales
- Olo Terms for Partners
- Olo's W-9
- Skip the Line® Trademark Usage Guide
Account Information
- Dashboard Account Settings
- Signing Into Dashboard
- Forgot your password?
- Dashboard Permissions
- No account? Request one!
- Transferring ownership or launching a new store
Reports
- Reconciliation Guidelines & Reports
- Channel Report
- Transmission Success Rates Report
- POS Outages Report
- Brand Mismatch Report
- Customer Opt-In Reports
Google Tools
- Factors impacting your SEO rankings
- Google Analytics Overview
- Google Tag Manager
- Google Tag Manager Webinar
- Using Google My Business
Frequently Asked Questions
Release Notes
- Release Notes - January 13, 2021
- Release Notes - January 6, 2021
- Release Notes - December 23, 2020
- Release Notes - December 16, 2020
- Release Notes - December 2, 2020
- Release Notes - November 18, 2020
WalkMe
Loyalty
Developer Support
Settings
POS Settings
- POS: Vendor / store is not connecting to Olo (Traditional POS)
- Running the Price Updater
- Is my store online and ready to receive orders?
Fraud Protection
- Shield Overview
- Shield - Fraud Settings
- Shield - Blocked Fraud Orders Report
- Report Fraud
- Fraud Tools & Support Webinar
Store Settings
- Add a Customer-facing Message
- Adjust Basic Store Settings
- ASAP Order Throttling
- Disable online ordering for your store
- Enable Your Store for Online Ordering
- Find your store URL address
Store Hours
Delivery & Handoff
Menu
Company Menu Admin
- Getting to Company Menu Admin
- Adding a Category [With Video]
- Restricting a Category to Specific Stores
- Adding a Product [With Video]
- Duplicating Existing Products
- How to Edit a Category or Product Description
Store Menu Admin
- Getting to Store Menu Admin
- Add or Remove a Product from the Store Menu [With Video]
- Add or Remove Modifier Groups from a Store Menu [With Video]
- Add or Remove Modifier Choices from Store Menus [With Video]
- Store Level Menu Search [With Video]
- Store Level Menu Copy Tool
Menu Mapping
- POS Mapping in Company Menu Admin
- Aloha: Basic Menu Mapping Instructions
- Brink: Menu Mapping Instructions
- CBS Northstar: Menu Mapping Instructions
- Focus: Menu Mapping Instructions
- Micros [M3700]: Basic Menu Mapping Instructions
Menu Training Series
- Menu Training Introduction
- Part 1: Company Menu Admin
- Part 2: Menu Mapping
- Part 3: Store Menu Admin
- Part 4: Other Dashboard Tools
- Menu Training FAQ
Menu Best Practices
- Menu Tool Tips
- Checklist for Reviewing Menu Builds
- Menu Management Best Practices for POS Integrated Brands
- Menu Management Best Practices for SSOS/Non-POS Integrated Brands
- Menu Best Practices for POS Integrated Brands Live on Rails
Menu Troubleshooting
- Checking for Price Updates & Menu Mismatches
- Fixing Menu Mismatches
- Basket Testing & Troubleshooting Invalid Basket Tests
- Fixing "Invisible" Products on a Menu
- Menu Audit Log Overview
Menu Upsells
Menu Design
- Product Build Examples
- Modifier Quantities
- Input View of Modifier Quantities Using Metadata
- Menu Option Group Setup Using Metadata
- Formation Group/Tab View of Modifier Groups Using Metadata
- Hiding Modifiers on The Basket, Checkout Page, and Order Confirmation Email Using Metadata
Pricing
- Update Product Pricing
- Update Modifier Pricing
- Update Locked Base Price and Option Choice Prices
- Price Copying in Menu Admin
FDA
Orders
Ordering Overview
- Ordering Platform Overview
- Group ordering overview
- Order Lookup and Details
- Order Make Times
- Canceling Orders
- Issue a Full Refund
Chargebacks
Kiosks
Billing
Billing
Brand
User Management
- User Management: Introductory Overview
- User Management: User Search & Filter
- User Management: Store Assignment
- User Management: Role Assignment
- User Management: Role Creation
- User Management: User Status
Brand
- Location Attributes
- Logging In with Single Sign On
- Offline Notification Settings
- Customer Locations
- Customer Metrics
Front End
- Using a Custom Font on Olo Whitelabel
- Front End Style Guides: Serve (responsive web) & App
- Apple's Terms & Agreements
- Olo Front End Assets Checklist
- Using 'Sign In with Apple' on Olo Front Ends
- Front End Instructional Kickoff Video
Mobile Apps
Coupons
- Identify if a Location Can Allow Coupon Codes
- Coupon Manager: Coupon Creation Webinar
- Available Coupon Types
- View Coupons
- Create a Coupon Campaign
- Edit a Coupon Campaign
Fees
Dispatch
Get Started
- Delivery Cost Calculator
- Dispatch Overview
- Dispatch Testing Guide
- How to Request Dispatch
- Dispatch FAQ
- Dispatch Payment Flow
Your Delivery Network
Settings
- Dispatch Order Tracker Overview
- Dispatch Fee Scheduler
- Dispatch Pre-Check Delivery Feature
- Delivery Drop-off Instructions for Drivers
- Dispatch Store Settings
- Bulk Manage Dispatch Store Settings in Dashboard
Best Practices
- Delivery Guidelines
- Dispatch Operations and Best Practices [Video]
- Dispatch Optimization Webinar
- Create a Delivery Promotion
- Dispatch Best Practices Webinar
Billing & Invoicing
Reports
- Dispatch Customer Facing Survey
- Dispatch Coverage Report
- Delivery Information Report
- Support Ticket Report
Delivery Support
- What to do when I have an issue with a Dispatch order?
- Dispatch Accountability Matrix
- Dispatch Cancellations Guide
- Report a Dispatch Issue
- Refund a Delivery Order or Fee
- Cancel a Dispatch Delivery
Delivery Management
Rails
Get Started
Your Marketplace Network
Settings
- Rails Hours: How to setup unique hours for Rails orders
- Vendor Export Details
- Offline Store Matrix & How To Syndicate to Marketplaces
- Rails Pricing & Markup Tool
Marketplace Ordering Support
- Rails Reconciliation FAQ
- Marketplace Facilitator Laws FAQ
- Olo API Error Codes For Rails Ordering
- Why is my Store Being Deactivated on a Marketplace?
- How to find Rails orders on Dashboard
Onboarding
Rails Premium
Expo
Get Started
- Installing and Uninstalling Expo
- Expo Standalone Launch Requirements
- Expo Mode Comparison Chart
- Expo User Guide - Videos
- Expo Overview
- Who Is Expo Right For?
Settings & Tools
Switchboard
Overview
POS Integrations and SSOS
General POS
- Digicert Firewall Rules
- Error Message: 400 Bad Request
- FAQ: Virtual Kitchen Concepts
- Generating Passwords for Stores (Vendors)
- How to access the POS Health Matrix
- My Store is showing Mobovendor on Olo, not my POS.
NCR Cloud: Aloha
- Aloha POS: NCR Cloud - FAQs
- NCR Cloud : Failed Order Response at Checkout
- NCR Cloud: Discount via Comp is reduced in Olo but not in POS
- NCR Cloud: No Price Updates since MMDDYYYY but were previously working ( 401 Error )
- NCR Cloud: Orders failing when attempting to commit ( 403 Error )
CBS Northstar
Aloha
- Aloha POS or NCR Cloud: Coupon Setup and Discounts for Online Ordering via a Comp
- Aloha POS: 0x8007007E errors while using Aloha 15.1 - Interface Server won't stay started
- Aloha POS: Above Store and Above Olo - Marketplace Facilitator Tax Setup (0% tax in POS)
- Aloha POS: Aloha Stored Value Integration (Gift Cards)
- Aloha POS: Automatic Printing of Checks via an Interface Terminal
- Aloha POS: Balancing Refunds in Olo with Aloha POS
Brink
- How can I make Brink return no tax for Olo rails orders in Market Facilitator states?
- Brink POS: Rails Markup Tool POS Setup
- Brink POS: Custom Fees for Olo
- Brink: What can I do when I am seeing Code 101 POSisOffline errors when my POS is online with Brink
- Brink POS - Quicklinks to Olo Integration Articles
- POS: Brink - Configuration for Olo Rails
Focus
- Focus POS: Rails Price Markup Item Sent to POS
- Focus POS: Forms for Assistance or Configuration
- Focus POS: Olo Service Installation
InfoGenesis
Micros
- MICROS POS: Marketplace Facilitator Tax Setup (0% tax in POS)
- MICROS POS: Price Markup Item to send to POS
- MICROS POS: Custom Fees for Olo in POS
- MICROS POS: Setting up an Olo Expo Printer
- MICROS POS: Error- The level passed to the function does not match the definition information
- MICROS POS: Reference Entry not printing on checks or chits
NCR Silver & Silver Pro
- Silver / Silver Pro POS: How to delete a check or perform a refund in POS on a scheduled order
- Silver Pro/ Silver Essentials | Rails Markup Implementation in POS
- Silver Pro / Silver POS - Drive Thru Indicator Item in POS
- Silver Pro / Silver POS: Curbside Indicator Item Setup in POS
- Silver Essentials POS: Custom Fees Setup in POS
- Silver Pro POS: Custom Fees Setup in POS
Olo Cloud
PAR PixelPoint
Positouch
- POSitouch POS: Price Markup Item to Send to POS
- POSitouch POS: Using Name/Name Configuration for Customer Details
- POSitouch: Discounts for Olo Coupons
- POSitouch POS: Installation
Revel
- Revel POS: Rails Markup Tool POS Setup
- Revel POS : Variable Discount for Olo Coupons
- Revel POS: FAQs
- POS: Revel - Curbside Support
- POS: Revel - Setting Online Ordering Times
- Revel POS : Variable Discount for Loyalty Rewards.
RPOS for Hospitality
Simphony via Transaction Services (Oracle Hospitality)
- Simphony POS: Configurations for Olo
- Simphony POS: Olo Integration Flow
- Simphony POS: Service Installation
SSOS
- SSOS: Technical Overview
- SSOS: FAQ
- SSOS: Downloading the Installer from Dashboard
- SSOS: Prerequisites and Olo Service Installation Guide
- SSOS: Troubleshooting Scenarios
Treatware POS
- Treatware POS: Payment Tenders in POS
- Treatware POS: Treatware + Olo Offline Diagram
- Treatware POS: Discounts for Online Ordering
- Treatware POS: 86ing items in POS for Olo
- Treatware POS: Best Practices and Requirements
- Treatware POS: Olo Integration Diagram
Toast
- Toast: Special Instructions Printing Issue
- Toast POS: Curbside Options
- Toast POS: Custom Fees for Olo in POS
- Toast POS: Rails Markup Tool Requirements
- Toast POS: Rails Configurations
- Toast POS: Enabling Location for Olo
Xpient
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