Creating a Holiday Special Menu on Toast for Online Preorders
Kate Woolverton
44 steps
4 minutes
Toast
Newtab
1
Log in to Toast, make sure you're logged into the correct location (most commonly Pastaria St. Louis). Scroll down and click "Edit Menus".
2
Scroll down and click "Special Menus"
3
Click "Add"
4
Type the "Holiday" name (or whichever Special Menu you're creating), then click "Save"
5
Click "Holiday"
6
Scroll down to "Items", click "Add Existing Items" (or "Create New Item" if applicable)
7
Click "Sardella Dinner Rolls (Half Dozen)" (or whichever existing menu item you'll be selling)
8
Click "Done"
9
Click "Save"
10
Click "Sardella Dinner Rolls (Half Dozen)"
11
Click "Quantity"
12
Add the total quantity available, then click "Save"
13
Click "Catering & events"
14
Click "Online ordering"
15
Click "New special menu"
16
Click the "\*Name" field and type "Easter" (or whichever holiday or special menu name applies)
17
If we want to offer these items alongside our regular catering site items, toggle to "Main catering site". If we want to offer these items separately, toggle to "Independent catering site".
18
Click the "Select dates" dropdown to choose the pick-up date window
19
In this example, the pick up dates are April 17th - 19th
20
Click the "Custom location takeout/delivery" field when the "Independent catering site" option is toggled. If it isn't, select "Takeout from restaurant" above it.
21
Click "Select location(s)"
22
Click "Previously used"
23
Click the "Pastaria / Pastaria Deli & Wine" option
24
Click "Add"
25
Under "Menus" select whether regular catering menu items will be available for preorder as well. Click the "No" field if they will not be available.
26
Click "Add menu"
27
Scroll down to find the "Special Menus" field and expand the submenu options
28
Click the "Easter" field (or whichever menu you want to feature)
29
Click "Add selected"
30
Next to "Hours", click "Override"
31
Click the pencil to edit
32
If items can be picked up at both Pastaria and Deli & Wine, extend the regular catering pick up hours to reflect Pastaria's closing hours
33
To apply to all days, click "Fri", "Sat", etc. and then click "OK"
34
Next to "Order type", click "Override"
35
Select "Retail Site"
36
Next to "Minimum lead time", click "Override"
37
Change settings depending on whether you want guests to order by a certain time...
38
...or by the amount of time prior to their selected pick up date/time. Click "Update" once the option is set accordingly.
39
Scroll back to the top and click the icon that looks like two rectangles on top of each other to copy the custom ordering site link.
40
Then, click "Save" to complete and exit
41
Make sure all your changes are published once the process is complete by clicking "Unpublished changes" at the top
42
Click "Publish Changes" to complete
43
To test that everything is set up as you intended, open a new tab, paste the special store link you copied, and press enter. Review the dates, times, items, etc. to make sure they look and function correctly from the guest perspective.
44
Double check the item/s look correct as well with images, descriptions, etc.\ \ If everything looks good, send the custom link to Suzie and Sammi for promotion.
Creating a Holiday Special Menu on Toast for Online Preorders
Kate Woolverton
44 steps
4 minutes
Toast
Newtab
1
Log in to Toast, make sure you're logged into the correct location (most commonly Pastaria St. Louis). Scroll down and click "Edit Menus".
2
Scroll down and click "Special Menus"
3
Click "Add"
4
Type the "Holiday" name (or whichever Special Menu you're creating), then click "Save"
5
Click "Holiday"
6
Scroll down to "Items", click "Add Existing Items" (or "Create New Item" if applicable)
7
Click "Sardella Dinner Rolls (Half Dozen)" (or whichever existing menu item you'll be selling)
8
Click "Done"
9
Click "Save"
10
Click "Sardella Dinner Rolls (Half Dozen)"
11
Click "Quantity"
12
Add the total quantity available, then click "Save"
13
Click "Catering & events"
14
Click "Online ordering"
15
Click "New special menu"
16
Click the "\*Name" field and type "Easter" (or whichever holiday or special menu name applies)
17
If we want to offer these items alongside our regular catering site items, toggle to "Main catering site". If we want to offer these items separately, toggle to "Independent catering site".
18
Click the "Select dates" dropdown to choose the pick-up date window
19
In this example, the pick up dates are April 17th - 19th
20
Click the "Custom location takeout/delivery" field when the "Independent catering site" option is toggled. If it isn't, select "Takeout from restaurant" above it.
21
Click "Select location(s)"
22
Click "Previously used"
23
Click the "Pastaria / Pastaria Deli & Wine" option
24
Click "Add"
25
Under "Menus" select whether regular catering menu items will be available for preorder as well. Click the "No" field if they will not be available.
26
Click "Add menu"
27
Scroll down to find the "Special Menus" field and expand the submenu options
28
Click the "Easter" field (or whichever menu you want to feature)
29
Click "Add selected"
30
Next to "Hours", click "Override"
31
Click the pencil to edit
32
If items can be picked up at both Pastaria and Deli & Wine, extend the regular catering pick up hours to reflect Pastaria's closing hours
33
To apply to all days, click "Fri", "Sat", etc. and then click "OK"
34
Next to "Order type", click "Override"
35
Select "Retail Site"
36
Next to "Minimum lead time", click "Override"
37
Change settings depending on whether you want guests to order by a certain time...
38
...or by the amount of time prior to their selected pick up date/time. Click "Update" once the option is set accordingly.
39
Scroll back to the top and click the icon that looks like two rectangles on top of each other to copy the custom ordering site link.
40
Then, click "Save" to complete and exit
41
Make sure all your changes are published once the process is complete by clicking "Unpublished changes" at the top
42
Click "Publish Changes" to complete
43
To test that everything is set up as you intended, open a new tab, paste the special store link you copied, and press enter. Review the dates, times, items, etc. to make sure they look and function correctly from the guest perspective.
44
Double check the item/s look correct as well with images, descriptions, etc.\ \ If everything looks good, send the custom link to Suzie and Sammi for promotion.
