Configuring Customer Authentication & Portal
Control customer registration, phone or email login, guest checkout, portal visibility, and Connect banners.
Use Connect under Services to control how customers register and sign in, what they can do as guests, and which portal features they see. You can also manage banners that appear on the customer menu.
Before you start
- Decide whether guests may order without an account (Allow Guest Checkout).
- Decide whether customers sign in with phone, email, or both.
Open Connect Settings
- From the main sidebar, open Services, then select Connect.
- Open the Settings tab.
Authentication
Under Authentication, use these toggles:
- Customer Registration - allow customers to create a new account.
- Phone Login - let customers sign in with their phone number.
- Email Login - allow customers to sign in with email.
- Allow Guest Checkout - let customers order without an account.
Customer Portal
Under Customer Portal, turn on the features guests should see:
- Invoice Preview - let customers preview their invoice.
- Order History - show customers their past orders.
Scroll the same Customer Portal card for any additional visibility options your restaurant uses for past transactions and loyalty stamps.
Banners and promotions on the customer menu
- Open the Banners & Promotions tab.
- Review existing cards under Connect Banners. Each card can show a title, image, link, duration, toggle, edit, and delete.
- Select + Add Banner to create a new banner.
In Create Banner, fill:
- Banner Image (required)
- Banner title (required)
- Duration (seconds)
- On Tap Action: None or Open URL
- Select Create banner (or Cancel).
What happens next
Pair these rules with delivery and dine-in setup in Managing Delivery Services and Managing Dine-In Services. For grid or list dish views and more digital menu layout tips, see Setting Digital Menu Layouts.