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Switchboard: Channel-level and Store-level Settings


Introduction

This article outlines the available channel-level and store-level settings for Switchboard. Any adjustment to these settings will need to be made by your Customer Success Manager.

 

Channel-level Settings

  • Disable Same-Day Orders
    • Do you want to disable the ability to place orders for same-day pickup?
  • Show Special Instructions
    • Do you want to enable item-level special instructions?
  • Allow Users to Save Card on File
    • Do you want Switchboard agents to be able to save credit cards and gift cards to callers' accounts for later use?
      • NOTE: Olo does not recommend turning this on until you've been able to consider the security risks of this feature. Since there's no way of validating the caller's identity on the phone, there's a higher risk of unauthorized people using a card they shouldn't be.

 

Store-level Settings

  • Disable Billing Schemes
    • Do you want Credit Card, Pay in Store, or Gift Cards to be excluded from Switchboard?
      • Designated billing schemes will disabled for the store
  • Disable Same-Day Billing Schemes
    • Do you want Credit Card, Pay in Store, or Gift Cards to be excluded from Switchboard is same-day pickup is selected?
      • Designated billing schemes will be disabled for same-day orders

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