Customer Support

Use this guide to better understand the capabilities of monitoring orders through the Uber Direct portal.

Uber Direct Portal for Delivery

Use this guide to create a Google Ads conversion action so purchases can be tracked correctly for ad performance and reporting.

How to set up Tracking Tags for Google Ads

Use this guide when you or your team need help with ordering, loyalty, marketing, or account-related questions.

How your team can access support

Use this guide if your customers need need help with an order, rewards, or your account while using Open.

How to direct customers to support

Use this guide when you need to adjust order prep times so customers see accurate pickup or delivery estimates during busy periods.

How to Adjust Prep Time

Use this guide to understand how menu updates and out-of-stock items are handled in the Open app and online ordering.

Menu updates & out-of-stock items

Use this guide when you need to change your hours due to holidays, maintenance, private events, etc

Adding special or holiday hours

This guide explains how gift cards, credits and cash back loyalty are issued, redeemed, and how it impacts your restaurant's transactions and payouts.

How credits, gift cards, and loyalty work in open

Use this guide to understand how to read your payout report in the Open Merchant Portal and what impacts your final payout amount.

Understanding your payout report

Use this guide to learn how customers can sign up for loyalty and start earning rewards.

How customers join your loyalty program

Use this guide to understand how customers earn cash-back loyalty rewards.

How customers earn loyalty

Use this guide when a customer wants to redeem their loyalty rewards during an in-store checkout or online/in the app.

How customers redeem loyalty

Use this guide to understand how customers can purchase gift cards, whether they’re buying online / in the app or in store.

How customers redeem gift cards

How customers purchase gift cards

Use this guide when you need to send a digital gift card directly to a customer for comps, customer recovery, giveaways, or thank-you gestures.

How to send a gift card

Articles

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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