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Service Point Setup

Service points are the foundation of how OKeep connects customers to your kitchen. Each service point represents an ordering location -- a table, counter, terrace section, or any spot where customers scan a QR code to place orders.

Service points

What Is a Service Point?​

A service point is a virtual ordering location tied to a physical spot in your restaurant. When a customer scans the QR code for a service point, they see your menu and can place an order that goes straight to your kitchen display.

Each service point has:

  • A name that your staff sees on orders (e.g., "Table 5", "Terrace A")
  • A unique QR code that customers scan to start ordering
  • A delivery mode setting that controls how orders are fulfilled
  • A status that determines whether customers can order from it
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You may see the term "Printer" in some parts of the system. Service points were originally called printers -- they mean the same thing.

Creating a Service Point​

Service points are created through a guided wizard: choose a type, configure it, then download your QR codes -- all in one flow.

  1. Go to Service Points in the CRM sidebar
  2. Click Create Service Point in the top-right corner (or the big button on the empty state if this is your first service point)

Step 1: Choose a type​

The wizard opens with a short explainer of how service points work -- place a QR at each spot, the guest scans and orders, the order arrives labeled with the spot's name (e.g. "Table 4") -- followed by four type cards:

TypeWhat it creates
TablesMultiple numbered points at once -- one QR per table, guests order from their seat
CounterA single point for walk-up orders
Pickup windowA single point where customers collect orders
CustomA single point you name yourself -- for anything that doesn't fit the presets (bar, VIP room, private dining)

Picking Counter or Pickup window pre-selects a delivery mode; Tables pre-selects TABLE, and only Custom starts blank.

Step 2: Configure​

  • Tables -- set how many to create using the +/- steppers, the number field, or the quick-pick chips (4, 8, 12, 20). A live preview shows exactly which names will be created (e.g. "Table 9, Table 10 … Table 16"). Numbering always continues from the highest existing "Table N" name, so running the wizard again to add more tables never collides with the ones you already have.
  • Counter / Pickup window / Custom -- enter a Name for the point being created.
  • All types -- optionally set a Zone (see Zones below) and a Default Delivery Mode (see Default Delivery Mode below).

Step 3: Done​

The wizard creates everything in one step and shows a success screen listing every service point it created (and the zone, if you set one). From here you can:

  • Click Download QR Codes to immediately download QR codes for everything you just created
  • Click Done to return to the list
tip

Create all the service points for an area in one wizard run (e.g. all 12 tables with zone "Terrace") so you get one bulk QR download instead of downloading codes one at a time. You can always add more later -- numbering picks up where you left off.

Service Point Settings Reference​

Every service point has the following configurable fields. Each one is explained in detail below.

FieldRequiredDefaultDescription
NameYes--The label staff sees on orders and kitchen display
AvailableNoOn (Active)Whether customers can order from this point
ZoneNoNoneOptional grouping label (e.g., "Terrace") used for dashboard filters and notification grouping
Default Delivery ModeNoNo Default (App decides)Pre-selected delivery mode for orders
Auto-DisconnectNoVariesAutomatic session cleanup after inactivity
OTP VerificationNoOffOne-time password verification for customer identity

Name​

The name appears on every order from this service point. Your kitchen and wait staff use it to know where to deliver food, so choose clear, recognizable names.

Valid values: Any text. Short, recognizable labels work best (2--4 words).

Good NamesNames to Avoid
Table 1, Table 2, Table 3T1, T2, T3
Terrace A, Terrace BNew printer, Test
Counter, BarPrinter 47
VIP Room, Private Diningasdf, temp
tip

Use names your staff already use in conversation. If the kitchen calls it "the window table", name it "Window Table" -- not "Table 7B" or "SP-014".

Available Toggle​

Controls whether customers can order from this service point.

StatusBadge ColorQR Code BehaviorWhat Happens
Available (on)Green "ACTIVE"Scans normallyCustomers can browse menu and place orders
Unavailable (off)Gray "INACTIVE"Scans but shows unavailable messageCustomers cannot place orders

When to set unavailable:

  • Closing a section of your restaurant for the evening
  • A table is reserved for a private event
  • Maintenance or cleaning in progress
  • Seasonal areas (outdoor terrace closed in winter)
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Toggling a service point to unavailable does not affect orders that are already in progress. Existing orders continue through their normal lifecycle. Only new orders are blocked.

Zone​

An optional label used to group this service point with others -- "Terrace", "Main Hall", whatever matches how your team already talks about the restaurant's layout. See Zones below for what zones are used for and where they show up.

Valid values: Any short text, or leave blank for no zone. As you type, existing zone names show up as suggestions so "Terrace" and "terrace" don't end up as two different zones by accident.

Default Delivery Mode​

Each service point can have a pre-selected delivery mode that determines how customers receive their orders. Set it while creating the service point (wizard Step 2), or change it later from the edit form.

ModeValueBest ForWhat Happens
No DefaultApp decidesFlexible locationsThe customer chooses their delivery mode at checkout
Pickup / TakeawayPICKUPCounter QR codes, takeaway windowsCustomer picks up the order at the counter; pre-selected at checkout
Table ServiceTABLETable QR codesStaff delivers the order to the customer's table; pre-selected at checkout

How delivery modes affect the order flow:

  • Pickup: After the order is marked "Ready for Pickup" in the kitchen, the customer gets a push notification to come collect it. The kitchen display shows a pickup badge.
  • Table Service: After the order is marked "Ready for Pickup", wait staff see it on their waiter dashboard and deliver it to the table. The service point name tells them where to go.
  • No Default: The customer picks between Pickup and Table Service during checkout. Use this for shared QR codes that serve both walk-up and seated customers.
tip

Set Table Service for QR codes placed on individual tables. Set Pickup for QR codes at the counter or entrance. This way, customers do not need to choose every time -- the correct option is pre-selected for them.

To change the delivery mode later:

  1. Find the service point in the list
  2. Click the pencil icon in the row actions to open the edit form
  3. Select the desired delivery mode under Ordering
  4. Click Save Changes

Auto-Disconnect Settings​

Auto-disconnect controls what happens to a customer's session after a period of inactivity. When enabled, the system automatically disconnects idle users from the service point, freeing it for the next customer.

This is configured at the merchant level but applies per service point. Consult your Merchant Settings for the global auto-disconnect configuration.

Why auto-disconnect matters:

  • Prevents abandoned sessions from cluttering your active user list
  • Frees up service points for new customers
  • Cleans up incomplete carts

OTP Verification​

When OTP verification is enabled for a service point, customers must enter a one-time password (displayed on the table or provided by staff) before they can access the menu. This adds a layer of verification to ensure the customer is physically present at the location.

When to use OTP:

  • High-security service points (VIP areas)
  • Locations where you want to prevent remote ordering (someone scanning a photo of your QR code from home)

When to skip OTP:

  • Standard tables and counters where frictionless ordering is the priority
  • Takeaway windows where speed matters most

QR Codes​

Every service point gets a unique QR code. When scanned, it opens your menu for that specific location.

Viewing a QR Code​

  1. Find the service point in the list
  2. Click the QR code icon in the row actions
  3. The QR code appears in a popup

Downloading a QR Code​

From the QR code popup:

  1. Optionally customize the foreground and background colors using the color pickers
  2. Click Download QR
  3. The QR code saves as a PNG image
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If you have a custom QR template set up in Merchant Settings, the QR code popup will show your branded template instead of the simple colored version. You can edit the template directly from the popup by clicking Edit Template.

Bulk QR Download​

To download QR codes for multiple service points at once:

  1. Click Select in the top-right corner to enter selection mode
  2. Check the service points you want (or click Select All)
  3. Click Download QR Codes
  4. A progress indicator shows the download status
  5. All selected QR codes download as individual PNG files

This is especially useful when setting up a new location or reprinting all your QR codes after a template change.

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If you just created service points through the wizard, you don't need to do this -- the wizard's success screen has its own Download QR Codes button that downloads exactly what you just created. Use Select mode when you want QR codes for a mix of existing service points instead.

QR Code Printing Recommendations​

LocationRecommended SizeMaterialTip
Table surface5--7 cm (2--3 in)Laminated sticker or acrylic standWaterproof so spills do not damage it
Table tent/stand7--10 cm (3--4 in)Cardstock or acrylicPlace at eye level for easy scanning
Wall or pillar15--20 cm (6--8 in)Printed poster or vinylAdd brief text: "Scan to Order"
Counter7--10 cm (3--4 in)Acrylic standPosition where customers naturally look while waiting
Menu board10--15 cm (4--6 in)Integrated into the designWorks well next to the menu for counter-service spots

General printing tips:

  • Test after printing. Always scan the printed QR code with your phone before placing it. Printing at too small a size or on glossy surfaces can make codes unscannable.
  • Use high contrast. Dark QR code on a light background works best. Avoid low-contrast combinations (light gray on white, dark code on dark background).
  • Include a call to action. Add text like "Scan to order" or "Scan for menu" near the QR code so customers know what to do.
  • Avoid lamination bubbles. If laminating, smooth out any air bubbles over the QR code area. Bubbles distort the pattern and can prevent scanning.
caution

Replace damaged or faded QR codes immediately. A customer who cannot scan a code cannot order, which means lost revenue and a poor first impression.

QR Code Placement Strategy​

For table service restaurants:

  • One QR code per table, placed in a consistent location (center, near the condiments, on the table stand)
  • Customers should not have to move or reach to scan

For counter-service / fast-casual:

  • One QR code at the ordering counter
  • Consider an additional QR code at the entrance for customers who want to browse the menu while waiting in line

For mixed (table + takeaway):

  • Table QR codes set to Table Service delivery mode
  • Counter QR code set to Pickup delivery mode
  • This way customers at tables get table delivery by default, and counter customers get pickup by default

Delivery Modes Explained​

Delivery modes control how the order is handled after the kitchen prepares it. Understanding them is important for setting up service points correctly.

Pickup (Takeaway)​

The customer collects the order from the counter or a designated pickup area.

Order flow:

  1. Customer scans QR code and places order
  2. Kitchen prepares the order (status: Preparing)
  3. Kitchen marks the order as Ready for Pickup
  4. Customer receives a push notification: "Your order is ready!"
  5. Customer goes to the counter and collects the order
  6. Staff marks the order as Closed

Best for: Counters, takeaway windows, food trucks, cafeterias.

Table Service​

Staff delivers the order to the customer's table.

Order flow:

  1. Customer scans QR code at their table and places order
  2. Kitchen prepares the order (status: Preparing)
  3. Kitchen marks the order as Ready for Pickup
  4. The order appears on the waiter dashboard with the service point name (e.g., "Table 5")
  5. Waiter delivers the order to the table
  6. Waiter marks the order as Closed

Best for: Sit-down restaurants, cafes with table service, hotel dining.

No Default (Customer Chooses)​

The customer selects their preferred delivery mode during checkout.

Order flow:

  1. Customer scans QR code and places order
  2. At checkout, the customer chooses between Pickup and Table Service
  3. The rest of the flow follows the selected mode

Best for: Flexible locations that serve both walk-up and seated customers, shared QR codes in common areas.

Zones​

A zone is an optional free-text label you put on a service point to group it with others -- "Terrace", "Main Hall", "Upstairs" -- whatever matches how your team already talks about the restaurant's layout. Zones are not a separate list you create and manage: a zone exists simply because one or more service points reference that name, and it disappears on its own once no service point uses it anymore.

Set a zone while creating a service point through the wizard, or add or change it later from the edit form. Zones show up in three places:

  • Service Points list -- each row shows a colored zone badge, so you can scan the table and see at a glance which area every point belongs to.
  • Dashboards -- once at least one service point has a zone, the dashboard's service point filter shows zone chips alongside "All" and the individual service points. Clicking a zone chip scopes the whole dashboard -- orders, active users, everything -- to just that zone. This is the fastest way for a waiter working the terrace to see only terrace activity.
  • Mobile order notifications -- in the merchant app's notification settings, service points are grouped into sections by zone, each with its own toggle. Turning off notifications for "Terrace" mutes push notifications for every service point in that zone in one tap, without touching notifications for the rest of the restaurant.
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Zones are a grouping label, not an access boundary -- any staff member who can see the dashboard can filter to any zone, and the zone toggle in notification settings is a per-user preference, not a merchant-wide restriction.

Managing Service Points​

Editing a Service Point​

  1. Click the pencil icon on the service point row
  2. Update the Name, Zone, Available toggle, or Default Delivery Mode
  3. Click Save Changes

Name changes take effect immediately on new orders. Existing in-progress orders keep the old name.

Deleting a Service Point​

  1. Click the trash icon on the service point row
  2. Confirm the deletion
caution

Deleting a service point makes its QR code permanently invalid. Any printed codes for that service point will stop working. If you only need to temporarily stop orders, use the Available toggle instead.

Refreshing the List​

Click the refresh icon in the table header to reload service point data. This is helpful if another staff member has made changes.

Organizing Your Service Points​

By Area​

Create service points that match your physical layout:

  • Indoor: Table 1, Table 2, Table 3, ...
  • Terrace: Terrace A, Terrace B, Terrace C
  • Bar: Bar Left, Bar Right
  • Counter: Counter (single point for takeaway)

If an area has more than a few points, put them in a matching zone too (e.g. name each point "Table 1" through "Table 12" but set Zone to "Terrace" on all of them). Naming tells staff which exact spot an order came from; the zone lets you filter and group by area on top of that.

Naming Conventions​

Pick a consistent pattern and stick with it:

  • Use numbers for identical spots: "Table 1", "Table 2", "Table 3"
  • Use letters for sections: "Terrace A", "Terrace B"
  • Use descriptive names for unique areas: "VIP Room", "Private Dining", "Window Seat"

How Many Service Points Do You Need?​

SetupRecommendation
Small cafe (5--10 seats)1 counter point + 3--5 table points
Medium restaurant (20--40 seats)1 counter point + 10--20 table points
Large restaurant (50+ seats)1--2 counter points + tables grouped by section
Takeaway only1 counter point is enough
tip

It is better to have one service point per table than one per area. Individual table points let your kitchen and wait staff know exactly where to deliver each order.

Frequently Asked Questions​

Can I change the delivery mode later?​

Yes. Click the pencil icon on the service point row to open the edit form, select a new delivery mode under Ordering, and save. The change takes effect immediately for new orders. Orders already in progress are not affected.

Can I rename or remove a zone?​

There is no separate zone list to edit. To rename a zone, edit each service point that uses it and change the Zone field to the new name -- once every point is updated, the old zone name simply no longer appears anywhere (dashboard chips, notification sections, badges). To remove a zone entirely, clear the Zone field on every service point that had it.

What happens if I delete a service point?​

The service point's QR code becomes permanently invalid. Any printed QR codes for that service point will stop working -- customers who scan them will see an error. Orders that were already placed from that service point are not affected; they continue through their normal lifecycle.

If you might need the service point again, use the Available toggle to disable it instead of deleting.

How many service points do I need?​

One per physical ordering location is the recommendation. For a 15-table restaurant, create 15 table service points plus one counter service point. Having too few (one per "area") means your kitchen does not know which specific table to deliver to. Having too many (multiple per table) adds unnecessary complexity.

Can two tables share the same QR code?​

Technically, yes -- but it is not recommended. If two tables share a QR code, all orders from both tables appear under the same service point name. Your staff will not be able to tell which table the order belongs to. Use one QR code per table for clear delivery routing.

What happens to orders if I disable a service point?​

Orders that are already in progress continue normally. Only new orders are blocked. Customers who scan the QR code will see a message that the service point is currently unavailable.

Can I use service points without QR codes?​

Service points are designed around QR code scanning, but staff can also create orders manually through the CRM's order creation panel and assign them to a service point. This is useful for phone orders or walk-in customers who do not have a phone.

Do service points work with the customer web (browser ordering)?​

Yes. When a customer scans a service point's QR code, the menu opens in their phone's browser. No app download is required. The customer can browse, customize, and place an order directly from the browser. If they have the OKeep mobile app installed, the QR code can also open the menu in the app.

Troubleshooting​

QR code does not scan​

  1. Check the print quality. Faded, damaged, or too-small codes cannot be read. Reprint at the recommended size.
  2. Check the contrast. The QR code needs a clear contrast between foreground and background. Dark on light is best.
  3. Check for obstructions. Lamination bubbles, sticker edges, or shadows over the code can block scanning.
  4. Test with multiple phones. If only one phone cannot scan, the issue is with that phone's camera, not the QR code.

QR code scans but menu does not load​

  1. Check internet connection. The customer's phone needs an internet connection to load the menu.
  2. Check if the service point is available. If the Available toggle is off, the menu will not load for customers.
  3. Check if the service point was deleted. Deleted service points produce invalid QR codes. If the code was for a deleted point, create a new service point and reprint the code.

Orders showing wrong service point name​

If you renamed a service point, in-progress orders keep the old name. Only new orders use the updated name. This is by design to avoid confusion on orders that are already being prepared.

Best Practices​

  • Name service points for staff, not for the system -- use names your team already uses for tables and areas
  • Set delivery modes on every service point so customers do not have to choose manually
  • Test every QR code after printing by scanning it with your phone
  • Disable rather than delete service points you might use again later
  • Review your list regularly -- remove service points for tables that no longer exist
  • Print backup QR codes and keep them stored safely in case you need quick replacements
  • Use consistent naming across all service points so kitchen staff can immediately identify locations
  • Zone points that share an area so waiters can filter dashboards and mute notifications per section instead of all-or-nothing