Checkout Flow
Often times you'll want to request that your customers fill in some information in order to complete their order. For example, a fast casual restaurant might want to ask for an order name to call for the customer when their order is ready, a non-profit concept might want to ask for donations for a campaign that they're running, or you might want to ask for an email address to send the customer news and promotions.
KioskBuddy accomplishes this with the Custom Checkout Flow, a feature to script out exactly what information you need from your customer to complete their order when they check out on your self-service ordering kiosk. With the Checkout Flow, you can create as many steps as needed with each step having a specific type of data to ask the customer. This data is then passed on to downstream destinations like emails, receipts, and kitchen printers for your staff to complete the order.
Take a live tour
See how the Checkout Flow works in KioskBuddy
How to create a new checkout step link
Click the NEW CHECKOUT STEP button.
Select a checkout step type (see below for more info on the different types of checkout steps).
Click NEXT button.
Fill in settings for the selected checkout step type. Each checkout step type has its own options, so this step depends on what type of step you've selected, for example, a phone number step will have different options for configuration than a plain text step.
Click CREATE button to finish the process and create your new checkout step.
How to Rearrange the Order of Checkout Steps link
The order of steps dictates the order that the customers need to fill them in. You can drag and drop steps around to rearrange the order that they appear to customers. To do so, follow these steps:
Click and hold the "grip" icon (the icon with 6 dots) as seen below in red.
Drag and drop the checkout step to the desired order position.
Checkout Step Types link
There are a number of different types of checkout steps you can create depending on the data you'd like to ask of the customer, and each one has its own unique properties and settings. Note that all checkout step types have the following properties:
Checkout Step Title: This is the main text that the customer sees. We recommend using a short name here (e.g. 'Order Name') as this will be passed on to printed receipts.
Checkout Step Description: This is some additional text that the customer sees. It's optional, but we recommend using this to more fully describe the checkout step and what the customer should do (e.g. 'Fill in a name for your order!').
subject
Text link
A basic text field to ask the customer to type an answer to a question. For example, "What's your name? We'll call for you when your order is ready!".
Properties:
Required input: Enable this option to require the customer to fill in an answer before proceeding.
Show before customer starts their order: When this option is turned on, KioskBuddy will show this checkout flow step at the start of the order before the customer can browse the menu.
Use the customer's input as an order name: This is used when passing customer input as the order name for printed receipts and kitchen display systems.
dialpad
Phone Number link
A text field to ask the customer for a valid phone number. For example, "What's your phone number? We'll send you a text when your order is ready!".
Properties:
Required input: Enable this option to require the customer to fill in an answer before proceeding.
Show before customer starts their order: When this option is turned on, KioskBuddy will show this checkout flow step at the start of the order before the customer can browse the menu.
Pass phone number to kitchen display systems: KioskBuddy's kitchen display system (KDS) supports texting when an order is complete.
This checkout step includes a checkbox (automatically checked off) as shown in the image below, if customers enter their information an email receipt will be sent.
stars
Square Loyalty link
A special type of prompt that integrates with Square Loyalty. Customers will be prompted to input their loyalty phone number, and will be able to redeem awards on the current transaction. For example, "Do you have a loyalty account with us? If not, would you like to sign up to earn rewards?".
Take a tour to see how to set up Square Loyalty in KioskBuddy
Before being able to use a Square Loyalty step, you will need to have a Square Loyalty program created. KioskBuddy will integrate directly with your current program and customers. If you don't have a Loyalty program for your business yet, you can sign up here.
Properties:
Show all rewards to the customer: Enable this option to show all Loyalty rewards to the customer, even if they don't have enough points (they can only see the rewards, not redeem them).
local_offer
Promo Code link
A special type of prompt that lets a customer type in KioskBuddy Menu Promo Codes for their order. For example, "If you have a promo code, enter it here!". This type does not have any special properties.
dining
Dining Option link
A special type of prompt that asks the customer for their dining option selection ("For Here" or "To Go"). For example, "Would you like your order for here or to go?".
Properties:
Show before customer starts their order: When this option is turned on, KioskBuddy will show this checkout flow step at the start of the order before the customer can browse the menu.
Email link
A text field to ask the customer for a valid email address. For example, "If you'd like to join our email list for news and promotions, enter your email here!".
Properties:
Required input: Enable this option to require the customer to fill in an answer before proceeding.
Show before customer starts their order: When this option is turned on, KioskBuddy will show this checkout flow step at the start of the order before the customer can browse the menu.
This checkout step includes a checkbox (automatically checked off) as shown in the image below, if customers enter their information an email receipt will be sent.
paid
Monetary link
A special type of step to ask the customer if they'd like to add additional money to the transaction. Note that this amount is added to the order total. For example, "Would you like to donate to our campaign?".
Properties:
Required input: Enable this option to require the customer to fill in an answer before proceeding.
Show before customer starts their order: When this option is turned on, KioskBuddy will show this checkout flow step at the start of the order before the customer can browse the menu.
quiz
Yes / No Question link
A prompt with "Yes" and "No" buttons, typically to ask the customer a question. For example, "Did you enjoy your service at the restaurant today?".
Properties:
Required input: Enable this option to require the customer to fill in an answer before proceeding.
Show before customer starts their order: When this option is turned on, KioskBuddy will show this checkout flow step at the start of the order before the customer can browse the menu.
info
Informational link
A plain text informational display for general info that the customer needs to know. For example, "Terms of Service...".
Properties:
Show before customer starts their order: When this option is turned on, KioskBuddy will show this checkout flow step at the start of the order before the customer can browse the menu.
web
Web View link
A special type of view for displaying custom workflows via a website. Useful for collecting information in custom webpages like waiver forms, showing surveys, or even displaying video content.
Properties:
Required input: Enable this option to require the customer to fill in an answer before proceeding.
Show before customer starts their order: When this option is turned on, KioskBuddy will show this checkout flow step at the start of the order before the customer can browse the menu.
Website URL: The URL of the website that this checkout step will start at.
Completed Website URL: Only available if the checkout step is set to be required.
This is the URL of the website that tells KioskBuddy when the checkout step is completed. You can use a partial URL here as a wildcard search, KioskBuddy will check to see if this is included in the current URL.
event
Date link
A prompt to ask the customer to choose a date. For example, "Select a date for pickup!".
Properties:
Required input: Enable this option to require the customer to fill in an answer before proceeding.
Show before customer starts their order: When this option is turned on, KioskBuddy will show this checkout flow step at the start of the order before the customer can browse the menu.
Buffer: How far ahead, in days, must the customer choose? You can use a negative number if you'd like the customer to choose a date in the past.
Maximum Days Ahead: How far ahead, in days, can the customer choose?
Which days can the customer choose?: The days available to the customer for selection.
schedule
Time link
A prompt to ask the customer to choose a time. For example, "Select a time for pickup!".
Properties:
Required input: Enable this option to require the customer to fill in an answer before proceeding.
Show before customer starts their order: When this option is turned on, KioskBuddy will show this checkout flow step at the start of the order before the customer can browse the menu.
Interval: At what interval can the customer choose? (e.g. every 5 minutes, 10 minutes, 15 minutes, etc)
Earliest Time: Earliest time that a customer can possibly choose (in military style format, e.g. 08:00 for 8 am)
Latest Time: Latest time that a customer can possibly choose (in military style format, e.g. 22:00 for 10 pm)
event_note
Date and Time link
A prompt to ask the customer to choose a date and a time. For example, "Select a date and time to pick up your order!".
Properties:
Required input: Enable this option to require the customer to fill in an answer before proceeding.
Show before customer starts their order: When this option is turned on, KioskBuddy will show this checkout flow step at the start of the order before the customer can browse the menu.
Interval: At what interval can the customer choose? (e.g. every 5 minutes, 10 minutes, 15 minutes, etc)
Buffer: How far ahead, in minutes, must the customer choose? You can use a negative number if you'd like the customer to choose a date in the past.
Maximum Time Ahead: How far ahead, in minutes, can the customer choose?
Which days can the customer choose?: Check the desired days and define the earliest and latest times.
Earliest Time: Earliest time that a customer can possibly choose (in military style format, e.g. 08:00 for 8 am)
Latest Time: Latest time that a customer can possibly choose (in military style format, e.g. 22:00 for 10 pm)
dialpad
Numeric link
A special type of input that only allows the customer to key in numbers, such as for pager numbers or table numbers. For example, "Please pick up a table number and type it in here. We'll deliver your order soon!".
Properties:
Required input: Enable this option to require the customer to fill in an answer before proceeding.
Use the customer's input as an order name: This is used when passing customer input as the order name for printed receipts and kitchen display systems.
Minimum digits: The minimum number of digits that the customer can input. (minimum should be smaller than maximum)
Maximum digits: The maximum number of digits that the customer can input. (maximum should be larger than minimum)
credit_card
Credit Card Pre-authorization link
A special type of step for allowing a customer to swipe a credit card to be charged later. Credit card pre-authorization steps are always required and always show at the start of the order. Useful to open tab concepts, see this article for more details.