Settings and Configuration

Complete guide to configure your Dinnify system

Accessing Settings

Settings are accessible from the main menu by clicking the gear icon (βš™οΈ) or from the user menu in the top right > "Settings".

Required Permissions

Only users with "Owner" or "Manager" role can access complete settings. Other roles have limited access to certain sections.

1. Restaurant Information

Configure basic information about your establishment.

General Information

  • Restaurant name: Name displayed on all your documents and interfaces (receipts, invoices, website)
  • Description: Presentation text of your establishment (250 characters max)
  • Cuisine type: French, Italian, Asian, Fast-food, etc.
  • Logo: PNG or JPG format, recommended size 500x500px, max 2MB
  • Cover photo: Main image, recommended 1920x1080px, max 5MB

Contact Details

  • Complete address: Street, postal code, city, country
  • Main phone: International format (+1 XXX XXX XXXX)
  • Contact email: Main email for customers
  • Website: Your site URL (optional)
  • Social media: Facebook, Instagram, TikTok links (optional)

Opening Hours

Configure your hours for each day of the week:

  1. Check "Open" for days when you're open
  2. Set lunch service hours (e.g., 12:00 PM - 2:30 PM)
  3. Set dinner service hours (e.g., 7:00 PM - 10:30 PM)
  4. Check "Continuous service" if you don't close between lunch and dinner
  5. Add special notes (e.g., "Closed on public holidays")

Legal Information

  • Business registration number: Required (e.g., EIN in US)
  • Tax ID: If applicable
  • Business activity code: Industry classification
  • Legal form: LLC, Corporation, Sole proprietorship, etc.
  • Share capital: Capital amount

2. Table Configuration

Floor Plan

Create and organize your visual floor plan:

  • Zones: Create zones (Patio, Main dining, Bar, VIP)
  • Tables: Add tables with number, capacity, shape (round, square, rectangular)
  • Layout: Drag and drop tables to reproduce your dining room
  • Colors: Assign a color per zone for easy identification

Settings per Table

For each table, configure:

  • Number/Name: Unique identifier (e.g., T1, T2, Patio 1)
  • Min/max capacity: E.g., 2-4 people (can accommodate 2, 3, or 4)
  • Type: Standard, VIP, Wheelchair accessible
  • QR Code: Automatically generated for contactless ordering
  • Default status: Available / Blocked / Reserved only

Zone Management

  • Zone name: E.g., "Heated patio", "Air-conditioned room"
  • Total capacity: Maximum number of covers in this zone
  • Assigned server: Assign a server per zone (optional)
  • Specific hours: E.g., Patio open only for lunch
  • Options: Smoking/Non-smoking, View, Quiet, Lively

3. Reservation Configuration

General Settings

  • Online reservations: Enable/Disable
  • Minimum notice: E.g., Reservations accepted minimum 2 hours in advance
  • Maximum advance: E.g., Reservations accepted up to 3 months in advance
  • Max party size: For online reservations (e.g., max 8 people)
  • Auto-validation: Or manual validation by restaurant

Services and Time Slots

Configure your reservation services:

Lunch Service

  • Hours: 12:00 PM - 2:30 PM
  • Slots: Every 15 minutes
  • Average duration: 1h30
  • Capacity: 40 covers max

Dinner Service

  • Hours: 7:00 PM - 10:00 PM
  • Slots: Every 30 minutes
  • Average duration: 2h00
  • Capacity: 50 covers max

Default Duration

Configure average meal duration by party size:

  • 1-2 people: 1h00
  • 3-4 people: 1h30
  • 5-6 people: 1h45
  • 7+ people: 2h00

Confirmations and Reminders

  • Confirmation email: Sent immediately after reservation
  • SMS reminder: Sent 24 hours before (cost per SMS)
  • Confirmation request: Sent 48 hours before with Yes/No link
  • Custom message: Add text in emails (parking instructions, etc.)

Reservation Policies

  • No-show: Policy for absences (block after X no-shows)
  • Deposits: Request deposit for groups (e.g., $10/person)
  • Cancellation: Free cancellation deadline (e.g., 24 hours before)
  • Modification: Allow modifications up to X hours before

4. Payment Configuration

Accepted Payment Methods

Enable payment methods you accept:

  • β˜‘ Cash: Always enabled by default
  • ☐ Credit card: Requires a card terminal
  • ☐ Mobile payments: Apple Pay, Google Pay (via compatible terminal)
  • ☐ Meal vouchers: Swile, Edenred, Sodexo, etc.
  • ☐ Checks: Only for certain establishments
  • ☐ Online payment: Via Stripe or PayPal

Stripe Configuration

To accept online payments:

  1. Create a Stripe account at stripe.com
  2. Copy your "Publishable key" from Stripe Dashboard
  3. Copy your "Secret key" from Stripe Dashboard
  4. Paste keys in Settings > Payments > Stripe
  5. Choose your currency (EUR, USD, etc.)
  6. Enable "Test mode" to test before going live
  7. Test with a Stripe test card
  8. Disable "Test mode" when ready

PayPal Configuration

  1. Create a PayPal Business account
  2. Access Developer Dashboard at developer.paypal.com
  3. Create a REST API application
  4. Copy the "Client ID"
  5. Copy the "Secret"
  6. Paste in Settings > Payments > PayPal
  7. Test in Sandbox mode before production

Card Terminal Configuration

  • Terminal type: Fixed, Portable, Integrated
  • Brand: Ingenico, Verifone, SumUp, Square, etc.
  • Connection mode: Bluetooth, WiFi, USB, Ethernet
  • Serial number: For identification
  • Bank commission: % charged by your bank (e.g., 1.5%)

Meal Vouchers

  • Daily limit: Max amount accepted per day (e.g., $19)
  • Accepted days: Monday to Friday only (regulation)
  • Accepted services: Dine-in only (no delivery)
  • Commission rate: % charged by issuer (e.g., 2%)

Cash Register Management

  • Opening float: Starting cash amount (e.g., $200)
  • Alert threshold: Alert if less than $X in register
  • Auto withdrawal: Suggest withdrawal if more than $X
  • Manager: Who is responsible for the register

5. Printer Configuration

Add a Printer

  1. Connect the printer (USB, WiFi or Ethernet)
  2. Go to Settings > Printers
  3. Click "Detect printers"
  4. Select the printer from the list
  5. Give it a name (e.g., "Main kitchen")
  6. Choose type: Customer receipts, Kitchen tickets, Reports
  7. Test print

Printer Types

Receipt Printer

Format: 80mm thermal

Usage: Customer receipts

Example: Epson TM-T20, Star TSP143

Kitchen Printer

Format: 80mm thermal

Usage: Order tickets

Example: Epson TM-U220, Star SP700

Print Routing

Configure where each order type prints:

  • Appetizers: β†’ Printer "Cold kitchen"
  • Hot dishes: β†’ Printer "Main kitchen"
  • Desserts: β†’ Printer "Pastry"
  • Drinks: β†’ Printer "Bar"
  • Customer receipts: β†’ Printer "Register"

Print Settings

  • Font size: Small (40 col), Normal (32 col), Large (24 col)
  • Number of copies: 1, 2 or 3 copies per ticket
  • Auto print: Print automatically on validation
  • Print sound: Beep when ticket prints
  • Paper cut: Automatic cut after each print

Receipt Customization

  • Logo: Display logo at top of receipt
  • Header: Custom text at top (name, address, phone)
  • Footer: Thank you message, website, social media
  • QR Code: For Google reviews or satisfaction link
  • Legal mentions: Business ID, tax info, required mentions

6. Staff Configuration

Roles and Permissions

Create and customize roles:

Role: Server

Permissions:

  • β˜‘ Take orders
  • β˜‘ Modify own orders
  • β˜‘ View floor plan
  • β˜‘ Process payments
  • ☐ Cancel orders
  • ☐ Apply discounts > 10%
  • ☐ View reports
  • ☐ Manage menu

Role: Manager

Permissions:

  • β˜‘ All Server permissions
  • β˜‘ Cancel orders
  • β˜‘ Apply any discount
  • β˜‘ Manage reservations
  • β˜‘ Edit menu
  • β˜‘ View reports
  • β˜‘ Manage schedules
  • ☐ Modify settings
  • ☐ Manage staff

Role: Owner

β˜‘ Full access to all features

Schedule Settings

  • Work week: 35h, 40h, other
  • Minimum shift duration: E.g., 4 hours
  • Required break: E.g., 30 min after 6h of work
  • Modification deadline: Modify schedule up to X days before
  • Alerts: Notify if understaffed or overtime

Time Clock

  • PIN code: 4 to 6 digits for each employee
  • Rounding: Round to nearest 5, 10 or 15 minutes
  • Late tolerance: E.g., up to 5 min late tolerated
  • Manager alert: Notify if absent or late > X minutes

7. Notification Configuration

Automatic Emails

Configure automatically sent emails:

Reservations

  • β˜‘ Reservation confirmation
  • β˜‘ Reminder 24h before
  • β˜‘ Confirmation request 48h before
  • β˜‘ Cancellation confirmation
  • β˜‘ Email if modified

Online Orders

  • β˜‘ Order confirmation
  • β˜‘ Order in preparation
  • β˜‘ Order ready for pickup
  • β˜‘ Driver on the way
  • β˜‘ Order delivered

Customers

  • β˜‘ Welcome email
  • β˜‘ Birthday email (with special offer)
  • β˜‘ Review request after visit
  • β˜‘ Loyalty points earned

Automatic SMS

⚠️ Cost per SMS sent

  • ☐ Reservation reminder ($0.05/SMS)
  • ☐ Order ready ($0.05/SMS)
  • ☐ Discount code ($0.05/SMS)

Push Notifications

For users of your mobile app:

  • β˜‘ New promotion
  • β˜‘ Daily special
  • β˜‘ Loyalty points
  • β˜‘ Order ready

Sending Settings

8. Appearance Configuration

Theme and Colors

  • Primary color: Used for buttons, headers (hex code)
  • Secondary color: Used for accents
  • Background color: Interface background color
  • Text color: Default text color
  • Dark mode: Enable dark theme for interface

Logo and Images

  • Main logo: 500x500px, PNG with transparent background recommended
  • Small logo: 100x100px for favicon and mobile app
  • Background image: For login page (1920x1080px)
  • Dish photos: Recommended 1200x800px for online menu

Ordering Website

Customize your online ordering site appearance:

  • Domain name: E.g., order.yourrestaurant.com
  • Page title: Meta title for SEO
  • Description: Meta description for SEO
  • Template: Choose design template (Modern, Classic, Minimalist)
  • Font: Choose character font

QR Code Menu

  • Display: List, Grid, Carousel
  • Show prices: Yes/No
  • Show photos: Yes/No (recommended)
  • Show allergens: Yes/No (highly recommended)
  • Default language: English, French, Multi-language

9. Tax and Accounting Configuration

Sales Tax

Configure applicable tax rates:

  • Standard rate: Applied to most items (varies by location)
  • Reduced rate: For specific food items (if applicable)
  • Zero rate: For non-taxable items
  • Tax exempt: If you qualify for tax exemption

Invoice Numbering

  • Prefix: E.g., "INV-" or "FACT-"
  • Format: E.g., INV-2024-0001
  • Next number: Next number to use
  • Reset: Each year / never

Accounting

  • Fiscal year: Start and end dates (e.g., 01/01 - 12/31)
  • Accountant: Email for automatic report sending
  • Accounting export: Format FEC, CSV, Excel
  • Auto backup: Export frequency (daily, weekly)

10. Integrations and API

Delivery Platforms

Connect your third-party platform accounts:

Uber Eats

  1. Log in to your Uber Eats Manager account
  2. Go to Integrations > Generate API key
  3. Copy the key to Dinnify > Settings > Integrations
  4. Enable automatic order sync

DoorDash / Deliveroo

  1. Contact your account manager
  2. Request API access
  3. Retrieve your API credentials
  4. Configure in Dinnify

Social Media

  • Facebook: Sync your page to display reviews
  • Instagram: Display your latest photos on your site
  • Google My Business: Sync hours and menu

Marketing Tools

  • Google Analytics: Tracking ID for web statistics
  • Facebook Pixel: For targeted advertising
  • Mailchimp: Sync your customer list

Dinnify API

For developers:

  • API Key: Generate a key to access your data
  • Webhook: URL to receive event notifications
  • API Documentation: api.dinnify.com/docs

11. Security and Backups

Security

  • Two-factor authentication: Enable for all Owner accounts
  • Session expiration: Auto logout after 30 min inactivity
  • Allowed IPs: Restrict access to certain IPs (optional)
  • Login history: View all recent logins
  • Security alerts: Email if login from new device

Backups

  • Automatic: Daily at 3 AM
  • Manual: Ability to backup anytime
  • Retention: Last 30 days kept
  • Restore: Restore to any date in last 30 days
  • Export: Download a complete copy of your data

GDPR

  • Privacy policy: Customize the text
  • Cookie consent: Consent banner on site
  • Right to erasure: Customer data deletion process
  • Data export: Allow customers to export their data

12. Advanced Settings

Multi-location

If you manage multiple restaurants:

  • Add location: Create as many locations as needed
  • Switch between locations: Menu in top right
  • Global settings: Apply same settings to all
  • Specific settings: Customize per location
  • Consolidated reports: View statistics for all your restaurants

Kiosk Mode

For self-service ordering kiosk:

  • Enable kiosk mode: Simplified interface for customers
  • Home screen: Time before returning to home (e.g., 60 seconds)
  • Available languages: Language selection by customer
  • Required payment: Card only or cash at counter

Developer Settings

  • Debug mode: Display detailed logs
  • Webhooks: URLs called on events
  • API rate limit: Maximum requests per hour
  • Test environment: Test data separate from production

Need help configuring?

Our support team is available to guide you through setting up your system. Contact us via live chat from your dashboard or by email at [email protected].