How to set up preordering – complete guide

Location: Settings > Preordering > Products > Groups

Before setting up preordering, it’s a good idea to decide which products you want guests to choose from. This way, you can arrange the products into different categories or groups, making it easier to manage later on.

Step 1 – Set up product groups (Internal categories)

Navigate to Settings > Preordering > Products > Groups.

The groups allow you to categorize the products you’ll add later. The group names are for internal use and won’t be visible to guests. For example, you can create groups like “Menu” and “Add-on.”

Step 2 – Add Products

Navigate to Settings > Preordering > Products > Products.

The products are what guests will select when making a preorder. For example, you could create a menu priced at 60 EUR, complete with a picture and description. You can also add additional products, like an “Add-on.”

Step 3 – Section (External categories)

Navigate to Settings > Preordering > Products > Sections.

Sections help categorize products externally, making it easier for guests to find the right items, such as menus, add-ons, or drinks. For example, you can create sections like “Menus” and “Add-ons.”

Step 4 – Preorder setups

Name: The internal name for the setup, visible only in the backend.

Title: The title that will be visible to guests.

Description: The description that accompanies the title, visible to guests.

Required: If checked, the guest must select an item from the preorder setup to complete the booking. Otherwise, they can skip the preorder.

Requires prepayment: Requires guests to pay for the selected items before completing the booking. This requires integration with Stripe or Nets Easy.

Currency: The currency displayed to guests.

After setting up the general details, select the sections you want to include in your setup. For example, add your “Menus” and “Add-ons” sections.

Next, add the products to the relevant sections. For instance, place “Menu 1” in the “Menus” section and “Caviar” in the “Add-ons” section. Configure restrictions for each section and product as needed.

Restrictions Overview:

Fixed quantity: Pre-fills a set number of items. For example, setting this to 5 means the guest will receive exactly 5 of that item.

Pax fixed: Available only in general restrictions, requiring guests to select products equal to the number of people they are booking for. Ideal for menus.

Pax limited: Limits guests to selecting up to the number of guests but doesn’t require them to choose that exact number.

Unlimited: Guests can select as many items as they wish, often used for add-ons.

Products can be mixed: Allows guests to mix different product options within a section, such as vegan and non-vegan menu choices.

Step 5 – Add the setup to a booking type

For the final step, add the preorder setup to a booking type. If you need guidance on creating a booking type, refer to this guide.

Go to Settings > Booking types > Select the booking type > Select the preorder setup you wish to include.

Once the setup is complete, test it by navigating to Settings > Implementation > Booking link and code > Test online booking.

Final Result Preview
Final result as seen by the guest

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