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Service Charges Tutorial

This guide explains how to set up and manage automated service charges based on party size or order type.

1. Navigating to Service Charges

  1. Log in to your Admin account.
  2. On the sidebar menu, click on Settings and then Service Charges.
  3. You will see a dashboard displaying your current service charge policies.

2. Creating a Service Charge Rule

  1. Click the + Add Rule button in the top right corner.
  2. A configuration window will open. Fill in the following details:
    • Description: Enter a clear name for the charge, such as "Large Group Service (6+)".
    • Percentage: Enter the percentage rate to be applied to the bill.
    • Operational Status: Toggle whether this rule should be active immediately.
  3. Configure the Guest Range:
    • Min Guests: Set the minimum number of guests required to trigger this charge.
    • Max Guests: (Optional) Set a maximum limit. Leave this blank if the rule applies to any group size above the minimum (e.g., 6+ guests).
  4. Select the Order Types:
    • Click to toggle which order types this charge applies to (e.g., Dine In, Takeaway, Delivery, or Online).
  5. Click Save to create the rule.

3. Editing or Deleting a Rule

  1. In the Service Charges dashboard, find the rule you wish to modify.
  2. Click the Edit (Pencil icon) to update the percentage, guest range, or applicable order types.
  3. Click the Delete (Trash bin icon) if you want to completely remove the rule from your system.