A Direct Book Menu is a collection of items and packages you want to offer. To create this menu, navigate to Settings > Menus. Follow the steps below to create your menu.
1. Create New Items
Items are individual à la carte selections that a guest can choose from within a menu. These items do not belong to a package and can be used across multiple menus. To create items:
- Go to the Items tab and click the '+ New Item' button in the top right corner.
- Enter a name and price for the Item.
- If you want the price to adjust based on the number of people selecting the item, check the 'Price Per Person' box. This will automatically add a price and quantity when the item is selected.
- Select a Menu Item Category to apply to the item.
- Add a Description and photo (if necessary).
- Select the applicable locations.
- Click Save.
Repeat these steps to create as many items as needed.
2. Create New Packages
Packages are groups of food items, ideal for creating prix-fixe, tasting, or tiered menus. To create a package:
- Go to the Packages tab and click the '+ New Package' button in the top right corner.
- Enter a name and price for the Package
- If you want the price to adjust based on the number of people selecting the package, check the 'Price Per Person' box. This will automatically add a price and quantity when the package is selected.
- Select a Menu Item Category to apply to the package.
- Add a Description and photo (if needed).
- Select the applicable locations.
- Click Save.
After saving, you'll be taken to a new page. To begin creating groups within the package:
- Click the '+ New Item Group' button.
- Title the group (e.g., Appetizers, Entrées, Desserts) and apply any minimum or maximum selection requirements.
- Add descriptions and click 'Save'. This creates the "umbrella" group for your items.
- Click 'Add Item' to add individual items within the group. You can also add modifiers for each item.
- Repeat this process until the package is complete.
- Click 'Save'.
3. Assembling the Menu
Once your items and packages are created, you can assemble your full menu:
- Go to the Menus tab and click the '+ New Menu' button.
- Title your menu and select the applicable event styles, locations, and meal periods (if enabled).
- Click 'Save,' then select 'Items and Packages.'
- From here, you can click to add any items or packages you just created.
- Once your menu is complete, click 'Update'.
4. Adding the Menu to Forms
After completing your menu, you can add it to your forms:
- Go to Settings > Direct Book Forms and click the gear icon to edit.
- Scroll down to the 'Menus' section and check off your new menu as applicable.
- Click 'Update'.