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How to get to the Onboarding Forms
Login to https://my.olo.com/ with your login credentials, if you cannot access it. Please click "Forgot Password".
On the top of your Olo Dashboard, there is a Filter tab located on the black bar. Filter out the Brand you are currently working on.
Click on the Onboarding tab. There you will be able to find your store and forms needed.
Each store will either have 1-3 onboarding form(s) to complete:
New Stores or Transfer Stores
New Store Activation Form - For New Stores not in Olo's system.
Transfers - For store transfers from old owner to new owner.
Store Activation Form - Requires billing & store details.
Olo Pay Merchant Form - Requires tax, identity, & ownership.
Form Status:
Not Started - This status means that the form has not yet been started by the store(s) Olo dashboard user.
In Progress - This status means the form has been opened but not completed & submitted by the store(s) Olo dashboard user.
Completed - This status means the form has been Completed by the store(s) Olo dashboard user.
After the onboarding forms have been completed, there are still a few steps on Olo's side to check if the store is ready for online ordering.
Olo Onboarding QA Checklist (2 week turnaround):
Onboarding Forms (Store Activation Form and/or Olo Pay Merchant Form)
Valid Merchant ID
Menu Assigned & Valid Basket Text or Expo Prices Set
Hours Assigned
Valid Phone Number
POS enabled/connected/online
Dispatch
Rails
Regular Onboarding Timeline(For store's already in Olo's system):
Store Activation Form: 14 business days to process
Olo Pay Merchant Form: 2 to 3 business days to process
Go Live Launch: 4-7 business days to process
New Store Activation Forms/Transfers Timeline:
Step 1
New Store Activation or Transfers: 10 business days to process
Step 2
Accept Dashboard Invite
Store Activation Form: 14 business days to process
Olo Pay Merchant Form: 2 to 3 business days to process
Step 3
Go Live Launch: 4-7 business days to process
Olo is a leading on-demand commerce platform powering the restaurant industry’s digital transformation. Millions of orders per day run on Olo’s enterprise SaaS platform to help restaurant brands maximize the convergence of digital and brick-and-mortar operations. Over 500 brands use Olo to grow digital sales, maximize profitability, and preserve direct consumer relationships.
Benefits:
Secure, swift, and reliable
In sync with your brand and operations
Accurate orders straight to your POS
Full menu and order management features
Features:
Power any platform
Mobile
Web
Social and messaging
In-car
Voice
Personal assistants
Kiosk
Staff use
Ready for any handoff
Whether it's for ASAP or scheduled for later, orders are fired right on time for prep and handoff at the counter, curbside, or in the drive-thru.
Enable delivery from your sites and apps. Dispatch allows your brand to satisfy growing customer demand for food delivery without the complications of managing your own drivers or contracts with multiple delivery providers. Open a new revenue channel of customers willing to pay for the convenience of delivery. Grow takeout ticket size – up to double the average pickup order – while staying in control.
By integrating third-party delivery couriers to your native online orders, Dispatch helps you grow customer loyalty while opening new revenue channels through a direct digital experience.
Here's a quick overview of how Dispatch works
Customer visits your existing digital ordering site or mobile app, builds an order, and pays ahead
At checkout, the customer selects Delivery
Upon selecting Delivery the customer enters their delivery address and receives the best-matched quote from available DSPs. They will then be able to view the delivery fee and estimated delivery time returned from the DSP and can continue with the order
The order is then sent to the store like all online orders and the DSP will pick up the food and deliver it to the customer
The customer can track the entire delivery process from the courier traveling to the restaurant to the order being delivered – all live from the digital ordering website/app
Direct digital experience
Orders are handled by your brand, under your control. You control the guest experience instead of sending customers to a marketplace
Integrate with loyalty programs so guests can continue to earn points and rewards
Integrated operations
No additional effort is required on your part - orders are processed just like all other online orders, with a delivery courier making the pickup instead of a customer
No commission paid on each delivery - customers pay for their deliveries in the Dispatch model eliminating the 20-30% commission fees that the DSPs require
Delivery at scale
Optimize delivery pricing and strategies to align with your business needs
Drive traffic to new dayparts, with higher average order size for delivery
Integrate and control third-party marketplaces. Rails is a unified program that enables digital orders from third-party marketplaces and other external ordering sources to be transmitted directly to restaurants where Rails has been set up.
Rails consolidates all digital orders into one location, regardless of the third-party marketplace they originate from. These orders can be sent directly to a restaurant’s POS system or a non-integrated source such as a centralized tablet, email, fax, or phone. Rails’ two-way integration benefits everyone involved in the delivery process: customers receive accurate and real-time menu, price, and location information, delivery couriers are able to conduct more deliveries per hour without any lag time, and the restaurant brands remain in control through a single integration to multiple marketplaces. It’s truly a win-win-win. Rails can be launched quickly and effectively, as there are not any front-end configurations. Olo brands can grant access at the store level to third-party marketplaces to receive a real-time menu, price, and location information through Dashboard.
Converting to Rails is proven to drive more orders from marketplaces and is much easier operationally.
What are the requirements for configuring Rails?
Rails is included in your Master Service Agreement (MSA)
If Rails is not included in your MSA, please contact your Sales representative
If you are unsure if Rails is included in your MSA, please contact your Deployment Manager or Customer Success Manager to verify
Stores have been built and configured in Olo
Menu has been built and assigned to stores
Agreements have been signed with third-party marketplaces
An order transmission mode has been established and configured with Olo (e.g., POS integration, Expo, Fax)
Provide marketplaces with access via the Rails Management tool
Billing information is on file with Olo
Online ordering is enabled in Olo
How Rails works:
A solution that drives sales, reduces fraud, and simplifies day-to-day payment processes.
Olo Pay offers an easy-to-launch payments solution that works on your behalf. Going beyond the core credit card processing functionality offered by current processors, Olo Pay provides new capabilities to improve the merchant and customer experiences.
This is a major benefit for stores as Stripe won't run the card, and decline rates drop. The other significant benefit is higher order completions due to Apple Pay and Google Pay. This results in higher sales for the stores.
This is only applicable for merchant processing for your online ordering system. This will not impact in-store transactions.
Benefits:
Simple checkout
Rapid onboarding
Powerful fraud protection & management
Transparent pricing
PCI Compliant
Features:
Grow digital ordering sales
Drive digital sales through a frictionless and simple checkout that includes mobile wallets, cards on file (across locations) and improved authorization rates.
Protect your business and prevent fraud
Every pending transaction is screened to improve authorization rates for valid transactions and uses risk-score-based screenings to automatically reject suspect transactions.
Improve operations with streamlined integration
Get ready for quick onboarding, reporting and chargebacks through the Olo Dashboard, and no more PCI compliance worries.
Borderless, seamless checkout across Olo Pay brands
Reduce the friction that happens for guests at checkout and drive more direct orders into your restaurant by making the checkout process as simple as possible.
Olo Pay, which uses Stripe, does a better job of identifying bad credit cards than most processors.
Please reach out to your brand admin contact with your Brand Name and External ID/Store Number you need a Dashboard Invite to.
Example:
Hello,
I'm reaching out because I never received a Dashboard Invite.
Here is my info below:
Brand Name: My Brand
Store Number: 123456
Email: 12345@gmail.com
Olo GUIDs are located in Store Settings tab or POS tab.
How to get to Olo GUID in Store Settings ( Store Settings > POS Settings > Basket Tester > Test Basket a category > Guid will be located under Retry Basket)
In your Olo Dashboard, there is a tab labeled Settings, click on Settings.
Click on Store Settings
Click on POS Settings
Click on Basket Tester
Click on an category to Test Basket
Guid will be located under Retry Basket.
How to get to Olo GUID in POS tab ( POS tab> Vendor Name > Basket Tester > Test Basket a category > Guid will be located under Retry Basket)
In your Olo Dashboard, there is a tab labeled POS, click on POS.
Click on Vendor Name you are needing GUID from
Click on Basket Tester
Click on an category to Test Basket
Guid will be located under Retry Basket.
Providing Olo's ACH Bank ID whitelists Olo as a verified automated clearing house vendor.
In order for Olo to successfully pull and retain funds from your bank account for contribution collection and invoicing, you will need to whitelist Olo ACH bank ID with your bank.
We recommend contacting your bank and providing the whitelist ACH ID below.
Olo ACH bank ID: 3383693141
Example: "I'm setting up my store for online ordering and need to provide the Olo ACH ID to you so that I’m able to get my deposits and debits from Olo."