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Getting Started with OtoPoint

Running a restaurant means juggling a dozen things at once — taking orders, managing the kitchen, keeping customers happy, and trying to build loyalty so they come back. OtoPoint brings all of that into one platform, so you can focus on the food instead of the logistics.

OtoPoint is a restaurant management and loyalty platform. Your customers scan a QR code at their table, browse your menu on their phone, and place an order — no app download required. The order appears on your kitchen display instantly. Meanwhile, customers earn loyalty points, unlock vouchers, and engage with your brand through challenges and rewards.

What You Can Do with OtoPoint​

QR Code Ordering​

Place a QR code on each table, counter, or takeaway window. Customers scan it with their phone camera and your menu opens in their browser. They browse, customize their order (sizes, extras, special requests), and submit — all without waiting for a waiter to come by.

Kitchen and Order Management​

Orders appear on your kitchen display in real time. Your kitchen staff sees what to prepare, marks items as in progress, and flags them as ready. If you have waiters, they see which orders are ready for delivery. If you run a counter-service spot, customers get notified when their order is ready for pickup.

Loyalty and Rewards​

Customers earn points on every order. You decide the earning rate — for example, 1 point per dollar spent. Those points unlock vouchers (free items or discounts), surprise boxes (mystery rewards), challenges (goals that earn bonus rewards), and seasonal battle passes with tiered prizes. You control all of it from the CRM.

Customer Engagement​

Promote new items, seasonal specials, or events with promo stories that appear in the mobile app. Run reward wheels that customers spin after placing orders. Set up challenges that encourage repeat visits ("Order 5 coffees, get a free pastry").

First Steps​

Here is the order we recommend for setting up your restaurant. Each step builds on the previous one.

1. Create your account and workspace​

Sign up at crm.okeep.io, then create a workspace for your restaurant. You will enter your restaurant name, logo, location, working hours, and choose a workflow type that matches how your kitchen and service operate.

See First Steps for the full walkthrough, including how to choose the right workflow type.

2. Configure your merchant settings​

Review your business profile, enable payment methods (cash, card, BLIK), and turn on the delivery modes you support (table service, pickup, delivery). Set your points earning rate and any minimum order thresholds.

See Merchant Settings for details.

3. Set up your menu​

Add your menu items with names, prices, descriptions, and photos. Organize them into categories so customers can browse easily. Create option groups for sizes, extras, and customizations — build them once and attach them to any item.

See Set Up Your Menu to get started, then Adding Menu Items and Options & Extras for the details.

4. Create service points with QR codes​

A service point represents a physical location where customers order — a table, a counter, a terrace section. Each one gets a unique QR code. Print the QR codes and place them where customers will scan them.

See Service Points for setup instructions and QR Codes for printing and placement tips.

5. Invite your team​

Add your kitchen staff, waiters, and managers so they can access the CRM dashboards relevant to their role. Each team member gets their own login with permissions matched to their responsibilities.

See Manage Team for inviting staff and assigning roles.

6. Upload images​

Use the Asset Library to upload photos of your menu items, your restaurant logo, and any images for QR code templates or promotional materials. Good photos make your menu more appealing — customers are far more likely to order an item when they can see what it looks like.

See Manage Assets for the image library.

tip

You do not need to complete every step before going live. Once you have a menu, at least one service point with a QR code, and a payment method enabled, customers can start ordering. You can add loyalty features, promo stories, and team members at any time.

How It All Connects​

Here is the flow from setup to a real order:

  1. You set up your menu, create service points, and print QR codes
  2. A customer sits down, scans the QR code with their phone camera
  3. Their phone opens your menu in the browser — no app needed
  4. They browse, add items to their cart, choose a delivery mode, and place the order
  5. Your kitchen display shows the new order in real time
  6. Kitchen staff prepare the order and mark it as ready
  7. The customer picks it up (or a waiter delivers it to their table)
  8. Points are awarded automatically when the order is completed

Customers who download the OtoPoint mobile app get the full loyalty experience — points, vouchers, challenges, and order history. But the QR code ordering works in any browser, no download required.

What to Explore Next​

Once your restaurant is up and running, here are the features that help you grow:

  • Vouchers — create free item and discount rewards for loyal customers
  • Challenges — set goals that encourage repeat visits
  • Battle Pass — run seasonal tiered reward programs
  • Surprise Boxes — let customers spend points on mystery rewards
  • Promo Stories — promote specials and events in the mobile app
  • Reward Wheels — add a spin-the-wheel game after orders
  • Kitchen Display — configure your real-time kitchen order board
  • Dashboards — customize views for kitchen, waiters, and management