How do I set up Tipping?
What is Tipping?
It differs from Service Charge as it's voluntary and the option is presented to the customer on the card reader for EPOS transactions or during checkout if ordering online. Reports display Tips as a separate line to Service Charges.
How to set up Tipping
1. Log onto the Dines Partner Dashboard or open the iPad App
2. Navigate to Tipping in Checkout settings, then click New
If using the iPad App, tap Functions > Tipping to access the same settings
3. Enter Configuration name and select Type
-
Eg 'Restaurant Till'
-
Configuration Type is for tipping via EPOS or Mobile Ordering. You'll need to create separate configurations for EPOS and Mobile Ordering.
4. Select a Reader Location (EPOS configurations only)
Note: If some iPads need Tipping enabled while others don't, or you need different configurations on different iPads, then you can add multiple Locations and apply different Configurations to each.
-
If you need to set up Card Reader Locations, you can do so via the Functions tab on your iPad App
-
Here's a guide: How to add a Reader Location
5. Select a Tipping Mode
-
Percentage Tipping - suggest three different percentage values for the customer to choose from. Jump to step 6.
-
Fixed Tipping - suggest three fixed values for a customer to choose from. Jump to step 7.
-
Smart Tipping - any transaction below a threshold has Fixed Tipping applied; anything above automatically switches to Percentage Tipping. Jump to step 8.
Note: All Tipping Types give customers the option to enter a Custom Tip instead.
Did you know... Customers are most likely to pick the value in the middle? It's called the compromise effect.
6. FOR PERCENTAGE TIPPING
Enter three Percentage Tipping Values (%) to suggest to customers.
Notes
-
Customers can tip a custom value (£) or cancel the tip altogether if they wish
-
Values carry over to Smart Tipping if you enable that Mode
7. FOR FIXED TIPPING
Enter three Fixed Tipping Values (£) to suggest to customers.
Notes
-
Customers can tip a custom value (£) or cancel the tip altogether if they wish
-
Values carry over to Smart Tipping if you enable that Mode
8. FOR SMART TIPPING
-
Set a Smart Tipping Threshold (£) eg 10
-
Any transaction below the threshold has Fixed Tipping applied; anything above automatically switches to Percentage Tipping
-
-
Fill in Percentage and Fixed Values if they're blank
9. Review Configuration and click SAVE
10. Read the message, click Confirm (EPOS configurations only)
For EPOS configurations, disconnect and reconnect the associated Card Reader to ensure new Tipping settings sync correctly. This can be done in the Functions menu on the iPad App.
11. Add another Tipping Configuration (optional)
If you require another Tipping Configuration, click New and repeat step 3.
Note: You'll need to create separate configurations for Mobile Ordering and EPOS.
How to disable a Tipping Configuration
1. Click on the Configuration from the menu
2. Switch the toggle, then click SAVE