Customer Notifications
The Notify feature lets staff send pre-configured status messages to customers about their orders. This is commonly used for pickup readiness, delivery ETA updates, and order confirmation.
Notify Button
On the order header, the Notify button (email icon) appears when the device has enablePrepView set to true. Clicking it opens a dropdown with available message templates.
Two sets of templates are available depending on the order payment status:
- Paid orders (balance remaining = 0) — Templates with
Balance Is Zeroenabled (e.g., "Your order is ready for pickup") - Unpaid orders (balance remaining > 0) — Templates without the flag (e.g., "Please complete payment")
Each template appears as a button labeled with its subject line. Clicking sends the message to the customer and timestamps the order.
The View Messages link at the bottom of the dropdown opens the full message history for that order.
Communication Types
Messages can be sent via configured communication channels:
- SMS — Text message to the customer's phone number
- Email — Email with subject line and HTML body
The communication type is set per template in the Message Editor.
Message Editor (Admin)
Navigate to Settings → Messages to create and manage message templates.
Template Fields
| Field | Description |
|---|---|
| Name | Internal name for staff reference |
| Subject | Shown on the Notify button dropdown |
| Email Subject | Subject line for email messages |
| Message Body | HTML content (WYSIWYG editor with preview) |
| Communication Type | SMS, email, or other configured channel |
Template Toggles
- Archived — Removes the template from active use without deleting it
- Template — Marks as a broadcast template (can be sent to Employee, Manager, or All Staff)
- Balance Is Zero — Restricts visibility to paid orders only
Broadcast Messages
Templates marked as Template (broadcast) can be sent to staff groups:
- Employee — Sends to individual employees
- Manager — Sends to managers
- Staff — Sends to all staff members
Attachments
Templates support file attachments via the uploader widget. Attachments are included in email messages.
Funnel Step Details
For non-template (funnel) messages, additional fields configure automated delivery:
- Delay Minutes — Time delay before sending
- Phone Number — Target phone for SMS
- SMS button — Manual send trigger
Customer Order Status Flow
A typical notification workflow:
- Order placed — confirmation message sent
- Order enters prep — "Your order is being prepared"
- Order ready — "Your order is ready for pickup"
- Order delivered/picked up — "Thank you, order complete"
Messages are tied to the order and stored in the message history, accessible via View Messages on the order header.