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Restaurants: your menu from Square, Toast or DoorDash

Give your agent your menu and tell it where customers pay, whether you use Square, Toast or DoorDash.

Written steps, 8 steps
Written steps

Follow the 8 steps below

This guide has written steps and no video. Each step is numbered, so you can come back to the one you were on.

Start at step 1

Steps

  1. Open Your agent, then Menu and ordering. How customers order shows the system you picked. To change it, open How customers pay you.
  2. Toast or DoorDash: under Checkout link, paste your ordering page link and click Save link. Toast links look like order.toasttab.com/online/your-restaurant. DoorDash links are your order.online store.
  3. Toast or DoorDash: under Add your whole menu, upload a PDF or photos of your menu, up to 10 files of 4MB each, or paste it in. Click Add these items.
  4. Check the prices in All menu items. Undo, right after an upload, takes that upload back.
  5. Square: pick Square under How customers pay you, then click Connect Square on Channels and Connect Square.
  6. Approve DM DESK on Square's page. Your menu loads from Square with sizes and add-ons.
  7. Changed your menu in Square? Go to Menu and ordering and click Refresh menu from Square.
  8. Once you're live, test an order in the chat bubble on Test your agent. Before that, use the typed test on the same page.

Good to know

  • Before you go live, your agent doesn't answer on your site, on Instagram or in the chat bubble on Test your agent. Until then, use the typed test on that page.
  • Toast and DoorDash don't let anyone fill their cart, so customers add the items from their checklist on your ordering page and pay there.
  • With more than one Square location, choose where orders go under Orders are booked to, on Channels.
  • Mark items sold out in DM DESK, since Toast doesn't share that with us.