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Customer accounts and addresses

What this is for

A guest can order without an account. Signing in gets them saved addresses, order history and faster re-ordering — and gets you a customer record that accumulates.

Nobody is forced to. Keep it that way: a required sign-up between a hungry person and their dinner costs orders.

Signing up

From your ordering site, a guest enters their details and receives a verification code by email — a six-digit number they type back in.

That's the whole flow. No password reset chains at the point of ordering, and a verified email you can actually reach them on.

Where SMS is set up, the code can be sent by text instead.

Saved addresses

Signed-in customers keep an address book, which is the main practical reason to have an account at all.

Each address has:

FieldNotes
Address LabelHome, Office, Mum's — how they'll pick it next time.
Full AddressThe delivery details.
LocationPicked on a map, or detected from their device.

They can add, edit and delete their own addresses. Deleting asks for confirmation and can't be undone.

Why the map pin matters

The map location isn't decoration — it's what your delivery fee is calculated from, and what your driver navigates to.

A typed address with no pin can be ambiguous. A pin is a point on the ground. Where you charge by distance, it's the difference between a fee that's right and one that's guessed. See Delivery zones and fees.

Order history and re-ordering

A signed-in customer sees My Orders — everything they've placed, with status and totals.

Re-ordering is the point. A regular Friday takeaway becomes two taps instead of rebuilding a basket from scratch, and that convenience is most of what keeps online ordering habitual.

Tracking an order

Once placed, a customer can follow their order through its statuses — confirmed, preparing, out for delivery, delivered. See The order journey.

This quietly removes a lot of phone calls. A customer who can see "out for delivery" doesn't ring to ask.

How accounts relate to your records

A customer who signs up creates a customer record — the same record type your staff create at the till.

That means:

  • Their online orders and their in-restaurant orders land against the same person, if the details match.
  • Staff can find them at the POS by name, phone or email.
  • Duplicates happen when someone signs up with one phone number and gives another at the counter. Search before creating.

Good to know

  • Accounts are optional. Guest checkout works, and most first orders come that way.
  • Accounts belong to the restaurant, so an account works across your branches.
  • Verification codes expire. A guest who waits too long asks for a new one.
  • Customers manage their own addresses; staff manage the address on a customer record. Both end up in the same place.
  • Emails only send if email is configured. If verification codes never arrive, that's the first thing to check.

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