Skip to main content
← All guides
Direct ordering · 3 min read

Your direct-ordering launch checklist

Prepare your menu, agree who handles each order, and rehearse the customer journey before sharing your ordering link.

By GullyBite · Practical guide

1. Start with a menu you can reliably fulfil

Choose the items you can keep available during the hours you plan to accept orders. For each item, write a clear name, portion size, price and the choices a customer needs to make. Check that the person taking an order and the person preparing it use the same names.

Start with a manageable selection. A smaller, accurate menu is easier to operate than a large menu with substitutions your team has to explain after payment.

  • Confirm item availability, serving sizes and any extra charges.
  • Check images and descriptions against what you actually serve.
  • Document ingredient and dietary information with the team that prepares the food. Do not guess.

2. Agree who handles each handover

Name the person who watches incoming orders and the person who covers when they step away. Agree when staff should accept an order, when it is ready for handover, and who speaks to the customer if something changes.

For delivery, confirm which areas you serve and who arranges collection. For pickup, give a location and a realistic collection instruction. Review the process with the people working that shift.

  • Who checks an incoming order?
  • Who confirms an unavailable item or a delay?
  • Who verifies payment and hands over the order?
  • Who handles a customer asking for help afterwards?

3. Rehearse from the customer’s phone

Use an agreed test with your team and the setup your onboarding contact has confirmed. Open the ordering entry point on a phone, select items and check quantities, choices and the total. Follow the order through to the staff view and the final handover.

Check an unavailable item and an incorrect address as well as the straightforward path. If your test involves a real payment, agree the amount and how it will be handled before starting. Record what happened so everyone can review the same result.

4. Share the entry point, then review a shift

Once the rehearsal works, share the verified ordering link or QR in the places your customers already look. Check the destination again after printing a QR or updating a profile.

After the first shift, review missed orders, unavailable items and customer questions. Adjust the menu or handover process before expanding. Keep permission for promotional messages separate from a customer’s order.

In GullyBite, ask the onboarding team to confirm your outlet’s enabled ordering and fulfilment options before launch. Availability depends on your setup; this checklist is a preparation guide.