[Beta] Create and manage HQ checkouts

Running a successful venue comes with its challenges, and those challenges are multiplied when you manage a group of venues. For example, when updating your checkouts one small change, like adding a new product, can result in hours of work as you make that change across each of your managed venues. Until now!

With HQ checkouts, you can build your checkouts in one, centralized place and publish your changes to all your managed venues with just a few simple clicks! This saves you time, reduces your administrative load and creates a consistent checkout experience across each of your venues.

This guide walks through how to create and manage HQ checkouts.

Key terms

You'll see these key terms used a lot throughout this guide:

• HQ venue: A centralized account that manages a group of venues.
• Managed venue: An individual venue managed by a central HQ venue.

How it works

1. Create your HQ checkout in your HQ venue and select which managed venues can use the checkout.
2. Your HQ-managed venues can then add the checkout to their venue’s list of checkouts.
3. Once venues have added the checkout, changes made in the HQ venue will automatically sync to each managed venue.
   Note: The HQ checkout can't be edited from managed venues.
4. HQ venue permissions can also be configured to control how managed venues are able to create and manage checkouts.
5. If you want to make changes to a checkout, such as adding a new product or section, edit the HQ checkout and publish the changes. This automatically syncs to all HQ-managed venues using the checkout.

Create your HQ checkout

To create a new HQ checkout, follow the steps below.

1. From your HQ Venue Manager, go to Apps > Progressive checkouts.
2. Select Create checkout and choose whether you want to create an online checkout or a food & beverage checkout (only available for premium and enterprise customers).
3. Give your checkout a unique Name. This is the name used at the end of your checkout URL and cannot be changed once saved.
4. Select which Venues can use the checkout. You do this by assigning venue tags.
5. Now, you can add your products and configure your checkout settings.
   For more information, read the guides Create your online checkout and Create your mobile food & beverage checkout.
6. Select Publish to make your checkout available to selected venues.

Your managed venues can easily recognize an HQ checkout because it will have an HQ label when they add it to their venue.

Restrict managed venues from creating their own checkouts

From your HQ venue, you can restrict some or all your venues from creating their own checkouts. This means they won't be able to create or edit any checkouts in their venue, but can add HQ checkouts to their venue.

To do this, you'll need to disable the venue permission Can create templates in the permissions group you've assigned to the venues. Read the guide Manage HQ venue permissions to learn how.

Add your checkout to managed venues

Once you’ve created your HQ checkout and selected which venues can use the checkout, each managed venue needs to add the checkout to their list of checkouts. To do so, follow the steps below.

1. From Venue Manager, go to Apps > Progressive checkouts > All checkouts.
2. Select Add HQ checkout and then select the HQ checkout you want to add.
3. Select Add checkout. If a checkout with this name already exists in the managed venue, then you’ll get an error message prompting you to select a new checkout or overwrite the existing checkout (more information on this below).
4. If you’re adding a mobile food & beverage checkout, you’ll also be asked to select which Devices you’d like to link to the checkout (this is so you can send food & beverage orders to either your print stations or KDS devices).
5. Finally, select Add checkout.

Once a HQ checkout has been added to a HQ-managed venue, the managed venue won’t be able to make any changes to the appearance of the checkout or the products that have been added. Managed venues can still configure their checkout options, operating hours and stock periods.

Overwrite an existing checkout

From HQ-managed venues, you can overwrite or replace an existing checkout with a HQ checkout. You can do this if you’d like to maintain the existing link for the checkout, which means you won’t have to replace the checkout links on your website or social media accounts and posts.

To overwrite an existing checkout, follow the steps below.

1. From Venue Manager, go to Apps > Progressive checkouts > All checkouts.
2. From the checkout list, select the Options menu (3 dots) to the right of a checkout row.
3. Select Overwrite with HQ checkout from the dropdown menu.
4. Then select which HQ checkout you’d like to overwrite the current checkout.
5. Select Overwrite checkout.

Update and sync HQ checkouts

When you need to update your checkouts, such as adding new products, simply edit the checkout in HQ and publish. The changes automatically apply to the venues using the checkout.

1. From your HQ Venue Manager, go to Apps > Progressive checkout.
2. Select the Options menu (3 dots) at the end of the row for the checkout your want to update, and then select Edit.
3. Edit the checkout.
4. Select Publish.

Any changes are instantly applied to both the checkout itself and all venues using it across your managed venues.

Allow managed venues to add their own stock variations

You can allow managed venues to add their own stock product variations to an HQ checkout by enabling the venue permission Can edit stock variations. The managed venue can duplicate an existing HQ stock variation and customize it for their venue (eg changing the variation name and price).

To do this in a managed venue follow the steps below.

1. Go to Products > Stock.
2. Select the stock product you want to create a new variation for.
3. Scroll down to the stock details section and then select a variation.
4. Select Duplicate to make a copy.
5. Make changes to the variation.
6. Save the new variation.

As long as the HQ stock product has been added to the checkout shared with the venue, the duplicated stock variation is automatically added to the checkout.