How Do I Create a Direct Book Menu?

Direct Book Menus are collections of items and packages you want to offer. To create this menu, navigate to Settings> Menus. 

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:

1. Go to the Items tab and click the '+ New Item' button in the top right corner.
2. Enter a name and price for the Item. 
3. 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.
4. Select a Menu Item Category to apply to the item.
5. Add a Description and photo (if necessary).
6. Select the applicable locations.
7. Click Save.

Repeat these steps to create as many items as needed.

Add Item.mov

2. Create New Packages

Packages are groups of food items, ideal for creating prix-fixe, tasting, or tiered menus. To create a package:

1. Go to the Packages tab and click the '+ New Package' button in the top right corner.
2. Enter a name and price for the Package.
3. 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.
4. Select a Menu Item Category to apply to the package.
5. Add a Description and photo (if needed).
6. Select the applicable locations.
7. Click Save.

After saving, you'll be taken to a new page. To begin creating groups within the package:

1. Click the '+ New Item Group' button.
2. Title the group (e.g., Appetizers, Entrées, Desserts) and apply any minimum or maximum selection requirements.
3. Add descriptions and click 'Save'. This creates the "umbrella" group for your items.
4. Click 'Add Item' to add individual items within the group. You can also add modifiers for each item.
5. Repeat this process until the package is complete.
6. Click 'Save'.

Add Package.mov

3. Assembling the Menu

Once your items and packages are created, you can assemble the full menu:

1. Go to the Menus tab and click the '+ New Menu' button.
2. Title your menu and select the applicable event styles, locations, and meal periods (if enabled).
3. Click 'Save', then select 'Items and Packages'.
4. From here, you can click to add any items or packages you just created.
5. Once your menu is complete, click 'Update'.

Add Menu.mov

4. Adding the Menu to Forms

After completing your menu, you can add it to your forms:

1. Go to Settings > Direct Book Forms and click the gear icon to edit.
2. Scroll down to the 'Menus' section and check off your new menu as applicable.
3. Click 'Update'.