Guides
Find it fast (task lookup)
Jump straight to the section and sidebar path for common Eatsy Orders backoffice tasks.
Use this to jump straight to the section and sidebar path for a common task. "Tab" in a URL is shown as ?tab=....
| I want to… | Section / sidebar path |
|---|---|
| Log in or reset my password | Settings → Account → Security, plus Forgot password on the login screen · /account/settings?tab=account |
| Set my password on a brand-new account (first login) | "First-time login (set your password)" — login screen |
| Switch between my businesses (companies) | Account menu → Change organization (or /selectcompany) |
| Switch which location I'm managing | Sidebar location picker (top of menu) · any page |
| Preview my live customer-facing site | Home → Go to On Site Web, or the phone icon in the top navbar |
| Make my menu/site edits go live | Top navbar → Publish button |
| Change the admin interface to Spanish/English | Top navbar → language flag |
| See what's new in the app | Sidebar bottom → Release Notes · /release-notes |
| Send feedback to the Eatsy team | Sidebar bottom → Send feedback |
| Change my menu prices | Menu management → Menus → Products · /management?tab=products |
| Add a new dish/product (with photo) | Menu management → Menus → Products · /management?tab=products |
| Mark an item out of stock | Products → edit product → Status · /management?tab=products |
| Create a menu or category | Menu management → Menus / Categories · /management?tab=menus |
| Add size/topping options to a product | Menu management → Modifiers · /management?tab=modifiers |
| Generate or enhance a product photo with AI | Products → Product Gallery → Generate with AI (needs EatsyAI) |
| Translate my menu into another language | Per-item editor (curated) or Massive Upload → Translation tab |
| Recover something I deleted | Trash · /trash |
| Highlight my best dishes / top-rated list | Menu management → Featured products → Top Rated · /management/featured-products |
| Add a reels-style product video carousel | Menu management → Featured products → Featured · /management/featured-products |
| Make a lunch menu show only 11–3 | Menu management → Schedule · /management/schedule |
| Build a whole menu in bulk | Menu management → Massive upload · /management/massive-upload |
| Build menu from images / Catalog from image | Menu management → Massive upload → Catalog from image · /management/massive-upload?tab=catalog-from-image |
| Show a pop-up/promo to customers on a schedule | Menu management → Workflow · /management/workflow |
| See today's orders | Orders · /orders |
| Find a scheduled / future order | Orders → By Scheduled Date tab · /orders |
| Export my orders to a spreadsheet | Orders → Export to CSV file |
| See an order's items, customer, and payments | Orders → click a row (order detail drawer) |
| Refund or void an order | Order detail → Void / Refund / Partial Refund |
| Cancel a delivery in progress | Order detail → Cancel Delivery |
| Print a kitchen prep list for catering | Catering → select orders → Print Preparation List · /catering |
| Pay/reconcile my own drivers | Orders → Driver Payments tab |
| Configure Delivery Dispatch | Delivery Dispatch · /delivery-dispatch |
| See my sales for today at a glance | Home sales snapshot · /home |
| Add a staff member / employee | Users → Employees · /users?tab=employees |
| Give a staff member a login PIN | Users → employee form → Employee code |
| Create a custom role and pick its permissions | Users → Roles · /users?tab=roles |
| Look up what a permission does | Users → Permissions · /users?tab=permissions |
| Post a job opening | Jobs → Vacancies · /jobs?tab=vacancies |
| Review job applicants | Jobs → Candidates · /jobs?tab=candidates |
| See my customer database | Customers → Customers · /customers?tab=customers |
| Collect leads from my site (capture pop-up) | Customers → Manage Leads · /customers?tab=lead-manager |
| Send an after-delivery email with a coupon | Marketing → Campaigns · /marketing?tab=campaigns |
| Send a push notification to my app users | Marketing → Campaigns → Push Campaigns · /marketing?tab=push-campaigns |
| Create a discount code (coupon) | Marketing → Discounts → Coupons (needs Microsites) · /marketing/discounts?tab=coupons |
| Run a 2x1 / BOGO / % off promotion | Marketing → Discounts → Promotions · /marketing/discounts?tab=promotions |
| Suggest add-ons at checkout | Marketing → Cross-Selling · /marketing/cross-selling |
| Set up a loyalty points program | Marketing → Loyalty (needs Microsites) · /marketing/loyalty?tab=setup |
| Set splash screens / social / app links | Channels → Brand config · /channels/brand-config |
| Set the welcome/splash screen | Channels → Brand config → Splash Screens · /channels/brand-config?tab=splash-screens |
| Add my social-media links / tracking pixels | Channels → Brand config → Social Networks · /channels/brand-config?tab=social-networks |
| Add "download our app" links | Channels → Brand config → App Download Links · /channels/brand-config?tab=app-download-links |
| Build / edit my microsite (pages & sections) | Channels → Website builder (needs Microsites) · /channels/website?tab=pages |
| Build a marketing landing page from Google data | Channels → Website builder → Website builder tab |
| Publish an event on my microsite | Channels → Events (needs Microsites) · /channels/events |
| Upload images/videos for my TVs | Eatsy Orders Tv → Manage Content · /tv/manage-content |
| Build a TV playlist | Eatsy Orders Tv → Playlist · /tv/playlists |
| Connect a delivery service (Uber Direct / IHD / RouteMasters) | Marketplace · /marketplace |
| Connect my Shift4 POS and import its menu | Marketplace → Shift4 · /marketplace/details/shift4 |
| Turn on dual (cash/card) pricing | Settings → Billing → Dual Pricing · /account/settings?tab=billing |
| Choose my payment processor / enter NMI or Shift4 keys | Settings → Payment providers · /account/settings?tab=payment-providers |
| Set sales tax, tips, and gift cards | Settings → Payment (needs Microsites) · /account/settings?tab=payment |
| Configure takeout, delivery zones, fees and minimums | Settings → Takeout/Delivery (needs Microsites) · /account/settings?tab=takeout |
| Set opening hours for the location | Settings → Settings (location profile) · /account/settings?tab=settings |
| Set my menu's default and translation languages | Settings → Language · /account/settings?tab=language |
| Edit my own admin profile | Settings → Account → Profile · /account/settings?tab=account |
Still need a hand?
Our team supports you in English and Spanish. Book a quick demo and we will walk you through it live.