Owner setup center

Set up your Restaurant Order & Reservation snapshot.

Work straight down this page after installing the snapshot. The workflows and booking are already built; these steps connect them to your restaurant and your Stripe account.

9 setup steps6 acceptance testsStripe test mode firstAgent stays off until you finish
START HEREOWNER SETUP

Restaurant
Activation

Menu and catalogRequired
Stripe key and webhookRequired
Table bookingRequired
SMS and emailRequired
01 · Restaurant globals

Tell the assistant about your restaurant.

VariablePurposeSet it to
restaurant_business_nameGreeting, texts and emails

Your restaurant name.

restaurant_timezoneReservations

Your time zone.

restaurant_team_emailOrder and reservation notices

The inbox your kitchen or host stand watches.

restaurant_review_urlReview requests

Your review page link.

Where: Settings, then Global Variables.
03 · Stripe

Get paid by link.

  • 1
    Create a price for each item

    In Stripe, one Price per orderable item or option.

  • 2
    Fill the Menu Price Catalog

    A JSON map of item name to Stripe Price ID. Only these items can be paid by link; anything else goes to staff.

  • 3
    Paste a restricted key

    Replace [Stripe Restricted Key] on the Create Stripe Payment Link step with a restricted key allowed to write Payment Links only. Start with a test-mode key.

04 · Webhook

Hear when payment clears.

  • 1
    Copy the Payment Confirmations URL

    From the Stripe Payment Event trigger.

  • 2
    Add it in Stripe

    Send the checkout.session.completed event to that URL. Keep the URL private.

05 · Table booking

Make tables bookable.

  • 1
    Assign staff and hours

    The snapshot ships with a Host Stand placeholder.

  • 2
    Set booking rules

    Notice, maximum per slot and how far ahead guests can book.

  • 3
    Publish

    Table Reservation ships as a draft.

06 · SMS and email

Reach customers and the kitchen.

  • 1
    Connect an SMS number

    For payment links, order confirmations and review requests.

  • 2
    Select an email sender

    On every email step.

  • 3
    Assign the agent

    To your phone number and website chat widget.

07 · Test and activate

Prove it in test mode, then go live.

Restaurant setup journey
Setup order. Switch to live keys only after the tests pass.
Text version of this diagram

Install the snapshot, set the restaurant globals, add the menu, hours and delivery area to the knowledge base, create Stripe prices and fill the Menu Price Catalog, paste a restricted Stripe key on the payment link step, point a Stripe webhook for completed checkouts at the Payment Confirmations URL, set up and publish Table Reservation, connect an SMS number and email sender and assign the agent to your line or chat, run the acceptance tests in Stripe test mode, then switch to live keys and activate.

TestExpected behaviorPass condition
Order menu items for pickup (Stripe test mode)Payment link

Link texted and emailed; restaurant email says awaiting payment.

Pay the test linkPaid

Customer gets payment received; restaurant gets PAID with the order and allergy notes.

Order something not on the menuStaff call

Customer told staff will call; order email and task.

Order for deliveryAddress

The address is asked once and appears on the restaurant email.

Mention a shellfish allergyFlagged

No safety guarantee; the note is on the order and PAID emails.

Book a tableBooked

Confirmation text and email; restaurant reservation email; review request after the visit.

Setup complete.

When the tests pass, swap in live Stripe keys and activate the agent.

Return to the review hub →