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Knowledge Base
Portal
Portal
Portal Overview
Dashboard
Engagement
Menu Management
Customer Service
Finance
App Settings
Profile
Settings
Merchant Tablet
Order Management
Guides
Help Docs
Forms
Checklists
Payment Processors & POS Integrations.
Support & Troubleshooting
Web & Portal Issues
App Issues
Tablet Issues
Invoices & Billing
Add New Location/Transfer Ownership
Portal
Everything you need to know about out Merchant Portal, including how-to articles and FAQ documents.
How Do I Enable or Disable Delivery?
Portal Overview
How Do I Create a Free Item Offer?
How to efficiently manage Location-Selection Filtering
Dashboard
What is the Top Locations Dashboard?
What is the Transactions Dashboard?
What is the Users Dashboard?
In the Top Locations Dashboard, what does the Refunds by Location graph show?
In the Top Locations Dashboard, what does the Top Locations - Transactions graph show?
In the Users Dashboard, who is an active user?
In the three Dashboards, what are the available Time Period options?
In the three Dashboards, what does "previous period" mean?
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Engagement
How Do I Create A Card On My App Feed?
How Do I Edit A Card On My App Feed?
How do I Send a Mobile Message?
How Can I Delete An App Feed Layout?
How Do I Arrange App Feed Rows?
How do I add scan to pay connection for offers?
How do I create a coupon?
How do I set an expiry date and time for an offer?
How Do I Create a Discount Offer?
How Do I Create a Segment?
PROMO CAMPAIGNS: Coupon Codes Versus Offer Codes
How Do I Create An App Feed Layout?
What Is An App Feed?
How Do I Create a First Time Offer?
How do I delete a segment?
How do I edit a segment?
What is a segment?
How do I deactivate a coupon?
How do I edit a coupon?
How do I edit an offer?
How do I delete an offer?
How to Connect MailChimp to Smooth Commerce
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Menu Management
How Do I Assign A POS Mapping ID To A Product, Item, Sub-Item, Combo, Offer Or Coupon?
How do I create a combo-only product?
How do I reorder categories & products?
How Do I Create A Combo?
How do I edit a variant?
How do I arrange the order of my combos?
How do I delete a product?
How do I send loyalty points and credits to a customer?
How Do I Create A Product?
How Do I Assign A Price To An Option?
How do I add a label for combos with the same combo name?
How do I assign a date & time to products/combos?
How do I view location-based product availability from Merchant Portal?
How Do I Add Products To My Upsell Menu?
How Do I Create Options, Sub-Options, Items And Sub-Items?
How Do I Create A Variant?
How Do I Delete A Variant?
How Do I Edit A Category?
How Do I Create A Subcategory?
How Do I Create A Category?
How do I edit a combo?
What is a product business override?
How do I edit a product?
How do I create an option price business override?
What is an option price business override?
How do I delete an option?
How do I edit an option?
How do I reorder options for a product?
How Do I Configure Default Product Options?
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Customer Service
How do I refund a customer?
How Can I See My Order History?
How Do I See A List Of All My Customers?
How Do I View Customers’ Feedback?
How do I contact the customer, if necessary?
What if a customer comes to our store for an order, but we haven’t received one?
On the Account History page, can I refund a partial order?
How to reset customer password?
Editing Customer Information in the Merchant Portal
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Finance
How Do I Generate An Offer Report?
How do I generate a summary report?
How do I generate a transaction report?
How do I generate a customer report?
How do I generate a location report?
How do I generate a combo report?
How do I generate a product report?
How Do I Generate A Loyalty Report?
How do I generate a Coupon Report?
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App Settings
How do I edit my location hours?
How Do I Edit Location Information?
How Do I Create A New Location?
How do I create a tag?
How can I offer a free delivery promo?
How do I invite a new user to the Portal?
What Do The Different Roles And Permissions Do On The Portal?
How do I delete a user's role from the Portal?
How do I edit a user's role?
How do I delete a tag?
How do I edit a tag?
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Profile
How Do I Change My Merchant Portal Password?
Settings
How Do I Create a Service Fee?
