Eatsy is a high-touch service. Some setup is fully self-serve in admin.eatsyorders.com; some is configured by your onboarding manager during the kickoff week. This article is the honest split — so you know exactly what to expect.
What your onboarding manager configures
Initial setup work that lands in our internal systems and isn't exposed as a self-serve form in admin:
- Hours of operation — restaurant hours, online ordering window, delivery hours, pickup hours, holiday closures. Tell us the schedule; we configure it.
- Delivery footprint — your delivery zones, fees, minimums per zone, estimated times. We use either IHD (Eatsy's delivery aggregator that fans out to Uber Direct, DoorDash Drive, and Routemasters) or your own in-house fleet.
- Tax rates — local sales tax per location. Different counties and states have different rates; we set them up per location.
- Payment gateway — connecting your account to Shift4 or NMI (the two gateway options Eatsy supports). Visible afterward in
Account → Settings → Payment providers. - 3D Secure — fraud protection toggle. On by default for high-risk markets.
- Initial staff seeding — we create the first employee accounts and roles based on your team list.
- POS sync — if you're on a supported POS, we connect and run the first sync.
- Domain & SSL — DNS records, certificate provisioning, email forwarding.
- Branded App submission — App Store and Google Play, if you're on the Branded App plan.
- Microsite go-live pipeline — publish, indexing, redirects (the "publish for mockups" pipeline).
What you configure yourself in admin.eatsyorders.com
Day-to-day surfaces you own:
- Brand & Microsite appearance —
Channels → Brand config(logo, colors, splash screens, social, templates). See Set Up Your Brand & Microsite. - Menu management —
Menu management(menus, categories, products, modifiers, featured products, schedule, massive upload). - Microsite page toggles —
Channels → Website(Home, Menu, Catering, Events, We're hiring — turn each on/off). - Catering —
Cateringtop-level for catering orders. - Marketing campaigns —
Marketing → Campaigns(email/WhatsApp/SMS campaigns). - Discounts —
Marketing → Discounts(promo codes, automatic discounts). - Cross-Selling —
Marketing → Cross-Selling(suggested items at checkout). - Loyalty —
Marketing → Loyalty(points program, rewards). - Employees & Roles —
Users → Employees / Roles / Permissions(add team members, define what each can access). See Staff Permissions. - Order monitoring —
Orders(a log view with By Creation Date, By Scheduled Date, Active Deliveries, Driver Payments tabs). - Online order surcharge —
Account → Settings → Takeout/Delivery(optional flat or percentage surcharge applied at checkout). - Credit card fee passthrough —
Account → Settings → Payment providers(toggle and pick a percentage). - Domain (free subdomain + custom domains) —
Account → Settings → Domain.
What runs on a separate device or app
- Order Management — Eatsy's kitchen-tablet product. Real-time order kanban (New → In Progress → Ready → Completed), audio alerts, language switching for staff. This is not the
/ordersadmin log — it's the dedicated kitchen surface that lives on a tablet in your line. See Order Management Training. - iPad Menu / Kiosk — the Eatsy iPad app for in-store self-order. Hardware sits at your counter, app config lives on the device. See iPad Kiosk Setup.
- Eatsy Orders TV — digital signage product (Manage Screens / Manage Content / Playlist / Schedules in the sidebar) for menu boards, promotional content, and queue displays. Optional add-on.
Test order before launch
Before going live, place a test order yourself. Walk through every step: browse the Microsite, customize an item, check out, get the confirmation, see it appear in your Orders log and on the Order Management tablet (if you have one). Fix anything weird before customers do.
This is the single highest-leverage action in the whole launch. Don't skip it.