Savvory | Commission-Free Online Ordering for Restaurants

1 Sales → Service Handoff same day

Goal: capture all client info and book a kickoff call.

Create CRM record (legal/DBA, contacts, plan, POS/hardware, tax rate, hours, delivery radius). Add customer in Stripe and set subscription (monthly/annual). Send Welcome + Intake email with kickoff link.

Template subject: Welcome to Savvory — here’s what we need

2 Payments & Compliance Stripe Connect

Goal: Stripe connected; $1.99 convenience fee working; taxes/tips confirmed.

Send Stripe connection link (owner completes KYC). Configure $1.99 patron convenience fee as platform fee; restaurant pays their normal processing. Confirm taxes by locale; set tax rates per item/category; enable suggested tips (12/15/18%). Run $10 test order — verify your $1.99 fee and restaurant payout; test refund/void.

3 Ordering Platform Setup Oracle/GloriaFood

Goal: store created; menu + modifiers + promos configured; notifications & printing tested.

Create/claim store; address, phone, time zone. Enable Pickup and optional Delivery (zones, fees, minimums, prep times). Build menu: categories, items, photos, descriptions, modifiers, combos/upsells, dietary tags. Set coupons/promos (e.g., FIRST5), alerts (SMS/email), print routing to kitchen. Add holidays/closures and special hours. Optimization pass: Top 3 high‑margin items labeled “Recommended”; Popular Combos section; default helpful modifiers.

4 Website & Embed Duda

Goal: ordering visible above the fold with strong nav CTAs; SEO basics in place.

Create “Order Online” page and embed widget above the fold (primary buttons: Order Pickup / Order Delivery). Add persistent nav CTA; optional subdomain order.domain.com with SSL. SEO: Title “Order Online | [Restaurant]”, meta description for pickup/delivery, local schema if available.

5 Google & Social Entry Points traffic

Goal: add order link everywhere customers look.

Google Business Profile: set “Order online” link to your Order page. Facebook Page button → Start Order; Instagram bio link + “Order” Highlight. Generate QR codes (Order page, Pickup, Delivery) and place on table tents, door cling, menus, to‑go bags.

6 Hardware tablet & printer

Prep tablet (auto‑lock off, volume up, Wi‑Fi saved). Install printer; verify ticket format/length. Place tablet where alerts are visible/audible during service.

7 Internal QA before training

Two test orders (Pickup + Delivery) with different modifiers. Confirm tax, tips, fees, receipts, and printer output. 86 an item and confirm it’s hidden; verify hours/closures.

8 Staff Training 20–30 min

Accept/decline orders; set prep times; mark ready/picked‑up. Toggle items out‑of‑stock fast; reprint tickets; refunds/voids. Provide 1‑page cheat sheet + support contacts.

9 Go‑Live quiet weekday

Confirm team on deck for first 60 minutes. Toggle “Open for Orders”. Place one live order yourself to validate end‑to‑end.

10 Launch Marketing days 1–14

Email blast with promo code ( FIRST5) to house list. 3 social posts (launch, day 3, day 7) with food photos + QR. In‑store: table tents, window cling, bag stuffers. Optional: $10–$20/day FB/IG radius ad to 2–3 hero items.

Customer‑facing copy: Order pickup directly from [Restaurant]! Faster, accurate, and supports local. Use code FIRST5 for $5 off your first order: [link]

11 Reporting & Support ongoing

Enable weekly summary to owner (orders, AOV, top items). Add GA4/Meta pixels; track Order Completed event. 7‑day tune‑up; 30‑day review with 2–3 upsell ideas. Publish support hours & contacts; incident log per client.

✓ Tiny Master Checklist

Client Onboarding Guide