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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 Terms for Partners
- Olo's W-9
- Skip the Line® Trademark Usage Guide
- Understanding the Ordering Process
- Webhooks Overview
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
Frequently Asked Questions
Release Notes
- Release Notes - November 11, 2019
- Release Notes - October 14, 2019
- Release Notes - September 16, 2019
- Release Notes - August 20, 2019
- Release Notes - August 5, 2019
- Release Notes - July 22, 2019
WalkMe
Settings
POS Settings
- POS: Vendor / store is not connecting to Olo
- 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
- Adjust Basic Store Settings
- Disable online ordering for your store
- Enable Your Store for Online Ordering
- Find your store URL address
- How to Add a Customer Facing Message
- Interactive Voice Response (IVR) Notifications
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 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 Troubleshooting
- Menu Management Best Practices for POS Integrated Brands
- Menu Management Best Practices for SSOS/Non-POS Integrated Brands
- Checking for price updates & menu mismatches
- Fixing Menu Mismatches
- Basket Testing
- Fixing "invisible" products on a menu
Menu Upsells
Menu Design
- Product Build Examples
- Menu Image Management Overview
- Modifier Quantities
- Input View of Modifier Quantities Using Metadata
- Menu Option Group Setup Using Metadata
- Folder View of Modifier Groups 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
- What happens when an order is modified?
- Setup Tipping by Handoff Method
- Suggested Tip Feature
- Group ordering overview
- Order Make Times
- Create a Customer Order History Report
Chargebacks
Kiosks
Brand
Brand
- Location Attributes
- Logging In with Single Sign On
- Offline Notification Settings
- Customer Locations
- Customer Metrics
Front End
- Menu Image Manager: Webinar
- How to set up Firebase Google Analytics for your Olo Mobile App
- Front End Style Guide
- How to Create an Apple Developer Account
- What is the American Disabilities Act (ADA)?
- Updating mobile apps to show a marketing opt-in toggle
Mobile Apps
Coupons
- Available Coupon Types
- View Coupons
- Create a Coupon Campaign
- Edit a Coupon Campaign
- Adding Stores to an Existing Coupon Campaign
- Focus: Item Setup for Olo Coupons
Fees
Dispatch
Get Started
Your Delivery Network
Settings
- Dispatch Store Settings
- Bulk Manage Dispatch Store Settings in Dashboard
- Dispatch Availability Store Hours
- Dispatch Fee Settings
- Disable a Delivery Service Provider for Store
- Dispatch Fee Rules & Types
Best Practices
Billing & Invoicing
Reports
Delivery Support
- What to do when I have an issue with a Dispatch order?
- Dispatch Accountability Matrix
- Delivery Cancellations Guide
- Report a Dispatch Issue
- Refund a Delivery Order or Fee
- Cancel a Delivery
Delivery Management
Rails
Get Started
Your Marketplace Network
Settings
Best Practices
Marketplace Ordering Support
- 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
Expo
Get Started
Switchboard
Overview
POS Integrations and SSOS
CBS Northstar
General POS
- Digicert Firewall Rules
- Error Message: 400 Bad Request
- Generating Passwords for Stores (Vendors)
- How to access the POS Health Matrix
- My Store is showing Mobovendor on Olo, not my POS.
- Olo IP Addresses and Ports for In-Store Firewall Whitelisting
Aloha
- Aloha POS: 0x8007007E errors while using Aloha 15.1 - Interface Server won't stay started
- Aloha POS: Aloha Stored Value Integration (Gift Cards)
- Aloha POS: Aloha version 6.7 and Windows 10 nuances
- Aloha POS: Automatic Printing of Checks via an Interface Terminal
- Aloha POS: Balancing Refunds in Olo with Aloha POS
- Aloha POS: Configure ATO and Olo to run simultaneously on the same machine
Brink
- Brink: Create Custom Fee for Olo in POS
- Brink POS - Quicklinks to Olo Integration Articles
- Brink POS : How to update the "For Table" header on Olo Orders
- Brink POS: Configuration for Olo Dispatch
- Brink POS: Forms for Assistance or Configuration
- Brink POS: Auto Added Modifiers
Focus
InfoGenesis
Micros
- MICROS: 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
- MICROS POS: Menu Testing
- MICROS POS: 3700 Forms for Assistance or Configuration
NCR Silver & Silver Pro
- Silver / Silver Pro POS: External ID for Modifier Groups
- Silver / Silver Pro POS: Error- client_id missing or invalid in the Http header.
- Silver / Silver Pro POS: Restaurant FAQs
- Silver / Silver Pro POS: Change prices in POS to update Olo
- Silver / Silver Pro POS: Discounts for Online Ordering
- Silver / Silver Pro POS: How to print a check from Silver BO
PAR PixelPoint
Positouch
Revel
- POS: Revel - Setting Online Ordering Times
- Revel POS : Variable Discount for Loyalty Rewards.
- Revel POS: Set Up for Rails
- Revel POS: Dispatch Configuration
- Revel POS: Configuration for Olo Integration
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: 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: Enabling Location for Olo
- Toast POS: Dispatch Fee and Tip Setup
- Toast - In-House Delivery Settings
- Toast POS: Discount Setup
- Toast POS: Enabling Toast Configurations for Olo
Xpient
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