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General Information
Frequently Asked Questions
Reference Materials
- 2021 PCI Attestation of Compliance (AOC)
- Configuring Custom Domains for Serve
- Olo PCI Compliance Overview
- Olo's Position on Alcohol Sales
- Olo Terms for Partners
- Olo's W-9
Google Tools
- Google Tag Manager & Templates
- Factors impacting your SEO rankings
- Google Analytics Overview
- Using Google My Business
Release Notes
- Release Notes - July 28, 2021
- Release Notes - July 14, 2021
- Release Notes - June 30, 2021
- Release Notes - June 23, 2021
- Release Notes - June 16, 2021
- Release Notes - June 9, 2021
WalkMe
Loyalty
Developer Support
Dashboard
Overview
- Dashboard Overview
- Dashboard Notification Banners
- Offline Stores Tab in Dashboard
- Orders Placed
- Open Orders
- Disabled Stores
Store Settings
- Add a Customer Facing Message
- Adjust Basic Store Settings
- Delivery Fee Tiers Overview
- Disable online ordering for your store
- Edit Delivery Area
- Edit Delivery Hours
Account Information
- Dashboard Account Settings
- Dashboard Permissions
- Signing into Dashboard
- Forgot your password?
- Transferring ownership or launching a new store
Store Hours
Handoff Modes
- How to enable Dine-In
- How to Enable Drive-Thru
- How to Enable Curbside
- Eligible Handoff Modes per Menu Product
Fraud Protection
- Shield Overview
- Shield - Fraud Settings
- Shield - Blocked Fraud Orders Report
- Report Fraud
- Fraud Tools & Support Webinar
Reporting
Billing
Overview
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 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 Mapping
- POS Mapping in Company Menu Admin
- Aloha: Basic Menu Mapping Instructions [With Video]
- Brink: Menu Mapping Instructions
- Brink: Combo Menu Mapping Instructions
- CBS Northstar: Menu Mapping Instructions
- Focus: Menu Mapping Instructions
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
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 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
Pricing
- Update Product Pricing
- Update Modifier Pricing
- Update Locked Base Price and Option Choice Prices
- Price Copying in Menu Admin
FDA
Brand
User Management
- User Management: Deactivating a User
- User Management Overview
- User Management: User Search & Filter
- User Management: Store Assignment
- User Management: Role Assignment
- User Management: Role Creation
Brand
- Location Attributes
- Logging In with Single Sign On
- Offline Notification Settings
- Customer Locations
- Customer Metrics
Front End
- Leveraging Serve URL Parameters
- Serve URL Parameters Overview
- Parking Location Notification for Serve and White Label Mobile Apps
- Menu Image Manager | Overriding Image Groups
- Generating an API key for an Olo white-label app
- How to view Sales Metrics Reports per viewport on Serve
Mobile Apps
Coupons
- Coupon Manager: Maximum Redemptions per Order
- Available Coupon Types
- View Coupons
- Create a Coupon Campaign
- Edit a Coupon Campaign
- Coupon Manager: Coupon Creation Webinar
Fees
Ordering
Ordering Overview
- Adjust a Sale Total (Partial Refunds)
- Order Scheduler
- Ordering Platform Overview
- Issue a Full Refund
- Canceling Orders
- Order Lookup and Details
Chargebacks
Kiosks
Network
- Network Overview
- Network FAQ
- Google Food Ordering Onboarding
- Google Food Ordering FAQ
- Google and Dispatch for Network
Order Throttling Strategies
- Order Throttling Strategies Overview
- Lead Time Strategies vs. Order Throttling Strategies
- ASAP Order Throttling
- Throttling Strategy: Orders Per Window
- Throttling Strategy: Make Time Minutes Per Period
Order Lead Time Strategies
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
- Setup unique hours for Rails orders
- Rails and Order Throttling
- Vendor Export Details
- Rails Management: Control access, markup pricing, and roundup
- Offline Store Matrix & How To Syndicate to Marketplaces
Reports
Marketplace Ordering Support
- Rails Reconciliation FAQ
- Marketplace Facilitator Laws FAQ
- API Error Codes For Rails
- Why is my Store Being Deactivated on a Marketplace?
- How to find Rails orders on Dashboard
Onboarding
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
- Need Help: Locating Important Expo Information
- Dispatch and Rails Orders on Expo
- Single Location Multiple Expo Standalone Support
- Expo Device Level Notification Configurations
- Expo Notifications Explained
- Providing Expo Feedback
Feature Guides
Switchboard
Overview
Settings
- Switchboard: Order Throttling
- Switchboard: User Types and Management
- Switchboard: Channel-level and Store-level Settings
- Switchboard Self-Service Settings
Features
- Switchboard: Dispatch Status Tracker
- Switchboard: Creating a Quote
- Switchboard: Single-Store Experience
- Switchboard Menu Visibility Filter
- Applying tips to Switchboard orders
- Switchboard: Internal Descriptions
Creating Orders
POS Integrations and SSOS
General POS
- Basic Menu Testing for POS Integrations
- Digicert Firewall Rules
- Error Message: 400 Bad Request
- FAQ: Virtual Kitchen Concepts
- Generating Passwords for Stores
- How to access the POS Health Matrix
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?
Aloha
- Aloha POS : Dispatch Service Provider Order Mode
- 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
Brink
- Brink - Balancing Refunds in Olo with Brink POS
- Brink: No tax for Olo rails orders in Market Facilitator states
- 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
- Brink - Configuration for Olo Rails
CBS Northstar
Focus
- Focus POS: FAQs
- Focus POS: Upgrade Olo Service Version by Brand
- Focus POS: Upgrade Olo Service Version by Store
- Focus POS: Rails Price Markup Item Sent to POS
- Focus POS: Forms for Assistance or Configuration
- Focus POS: Olo Service Installation
InfoGenesis
- InfoGenesis POS: Olo Installation Guide
- InfoGenesis POS: Forms for Assistance or Configuration
- InfoGenesis POS: Olo Service Installation
Micros
- MICROS POS: Non-Taxable Menu Item and Estimated Tax
- 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
NCR Cloud: Aloha
- Aloha POS: NCR Cloud - FAQs
- NCR Cloud - Aloha : ATO Setup for BSP Ordering
- NCR Cloud - Aloha : Discount via Comp is reduced in Olo but not in POS
- NCR Cloud - Aloha : Failed Order Response at Checkout
- NCR Cloud - Aloha : Items are all mismatching, but other stores have no mismatches
- NCR Cloud - Aloha : Cloud Connect Tenders
NCR Cloud: RPOS C-Store
- NCR Cloud: RPOS C-Store (BSP) Requirements
- NCR Cloud: RPOS C-Store via BSP FAQs
- NCR Cloud: RPOS for C-Store Data Flow Charts
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: FAQs
- POSitouch POS: Rails Price Markup Item to Send to POS
- POSitouch POS: Using Name/Name Configuration for Customer Details
- POSitouch: Discounts for Olo Coupons
- POSitouch POS: Forms for Assistance or Configuration
- POSitouch POS: Installation
Revel
- Revel Integration Article Links
- Revel POS - How to Configure Revel for a Marketplace Facilitator Tax
- Revel POS: Configuration for Olo Custom Fees.
- Revel POS: Rails Markup Tool POS Setup
- Revel POS : Variable Discount for Olo Coupons
- Revel POS: FAQs
RPOS for Hospitality
Simphony via Transaction Services (Oracle Hospitality)
- Simphony POS: Enabling New Handoff Modes
- Simphony POS: Setting up coupons
- SIMPHONY POS: Custom Fees for Olo in POS
- Simphony POS | Upgrade Olo Service Version by Brand
- Simphony POS: Upgrade Olo Service Version by Store
- Simphony POS: Menu Testing
SSOS
- SSOS: How to Upgrade the Olo SSOS Agent
- 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 POS: “NO” Prefix for Modifiers/Ingredients
- Toast POS: FAQs
- Toast: Memo Item
- Toast POS: Orders are showing with HOLD in red on the kitchen screen
- Toast POS: Curbside Options
- Toast POS: Custom Fees for Olo in POS
Xpient
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