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Setting up Bopple

Bopple is an online ordering platform that lets your customers order and pay using their mobile devices. You can manage all your pick-ups, table service orders, and deliveries in one place. 

In this guide, you’ll learn how to set up Bopple, upload your menu, and manage orders directly from your POS.

What's in this guide?

What you'll need
Enabling Bopple 
Integrating with Bopple
Choosing your profile branding
Personalizing storefront URL
Importing your menu
Assigning subcategories to categories
Managing fulfilment options
Connecting stripe
Going online
Syncing products
Customizing online menu
Placing test orders
Frequently asked questions

What you'll need

  • A Lightspeed POS plan and a Bopple plan. 
  • Menu uploaded to Lightspeed Back Office.
  • A Stripe account (you can create this during the setup steps below). 
  • A printer or method to print QR codes. 

Enabling Bopple

To start integrating Bopple into your Lightspeed Restaurant POS, you'll need to enable the Bopple integration in Back Office. 

To enable Bopple: 

  1. Log in to Back Office with your Lightspeed credentials. 
  2. In the left-hand menu, click Integrations
  3. Select Bopple

image of the enable Bopple button Back Office

Integrating with Bopple

Bopple requires you to create a login and provide your account details. This is the step where you’ll connect the two platforms.

Ensure you’re still logged into your Lightspeed Back Office before starting this step. It's recommended that you’ve already filled in your address, website, phone number, and logo in your Lightspeed Site Information.

To integrate with Bopple:

  1. From the Bopple Log in page, click Create an account. 
  2. On the Create your Bopple business account page, fill in your Name, Phone Number, and Email.
  3. Create a password.
  4. Click Continue
  5. On the Help us personalise the setup experience page, fill in the following information:
    • Use Bopple with POS
    • Lightspeed Role
    • Reason
    • StoresLightspeed_ORdering_Create_Account.png
  6. Click Connect with Lightspeed.
  7. Click Grant Access to authorize access to your company. You’ll be back to the Bopple sign-up. 
  8. Select the Lightspeed Site you want to connect with Bopple.
  9. Click Continue.
  10. (Optional) If you have multiple sites, open the drop-down menu to select the site. 
    Connect_Lightspeed_Ordering_to_Lightspede_POS.gif
  11. Fill in the following details on the Tell customers about [Site Name] page to set up your account details that your customers can see. These cuisine categories surface on your menu and help your SEO ranking.
    • Store Description
    • Categories
    • Website 
    • Phone Number
  12. Click Finish.

Tell_Customers_about_Business.png

Launch Checklist

The Launch Checklist will guide the rest of the setup in Bopple’s Back Office. You can access this at any time by hitting the Rocket icon on the bottom left.

Choosing your profile branding

With Bopple’s customizable profile branding settings, you can set the look and feel of your store.

  1. Fill in the ABN/Tax number (if in NZ). By adding your ABN/Tax Number, you will be providing your customers with valid receipts that they can choose to claim on tax. 
    Screen_Shot_2021-10-19_at_11.21.09_am.png
  2. Add a cover image.
  3. Add a store card image. You can use the ResizePixel Chrome extension to resize, crop, optimize, or convert your images into JPEG, PNG, BMP, TIFF, or WebP formats.
    Screen_Shot_2021-10-19_at_11.38.22_am.png
    You can see the full specs for the image sizing from the How do I add my logos and branding? guide. 
  4. Add Logo. 
  5. Choose the Brand color.  Screen_Shot_2021-10-19_at_11.45.40_am.png

Personalizing storefront URL

You don’t need to be a developer to set a personalized URL for your store. Customize your URL to align with your brand. 

The store URL can only be set once and must be related to your store name. 

  1. Next to storefront URL, click Change URL.
  2. Enter your desired URL.
  3. Click Confirm and change URL.

Personalise_Storefront_URL.gifIf you have navigated away from the Launch checklist or want to set your URL at a later date, you can access it here:

  1. From the Ordering Back Office, select Store Settings
  2. Select Profile & Branding.
  3. Scroll down to storefront URL and follow the steps above.

Importing your menu

Since your products are already set up in Lightspeed Back Office, this is where the sync begins. Your products will be imported with their associated Option Sets, images, and any customer-friendly names you've added to Lightspeed Online Products. To customize your online menu and select which products appear online, refer to the Customize online menu section below.

  1. Click Import my menu. Screen_Shot_2021-10-19_at_12.02.21_pm.png

If you have navigated away from the Launch checklist and cannot see the Import menu from Lightspeed, click the Rocket in the bottom right to take you there.

Assigning subcategories to categories

Here you will learn how to organize your menu with categories. This is important for positioning how products show on your online menu. By default, your products will sync across and land in the Misc category. Your products will be housed in subcategories.

If you’d like to maintain the category order you have set out in Online products, keep them all in the Misc tab. 

Move subcategories to Food / Drink categories:

  1. Select Menu from the navigation bar.
  2. Select Categories.
  3. Choose the Misc tab. 
  4. To the right of each subcategory, click Move to Drinks or Move to Food as appropriate.

Screen_Shot_2021-10-19_at_12.06.09_pm.png

Managing Fulfilment options

Fulfilment options let you choose how customers can order. The options are Pick-up, Dine-in, and Delivery.

🚶 Pick-up: Serve more customers who are on the go with Bopple’s contactless ordering and checkout experience. Place your QR code in the window and turn foot traffic into grab-and-go sales.

🍽️  Dine-in: QR codes make table ordering and serving effortless. Put the power in the customers’ hands: they use their devices to view your online menu, pay upfront for their orders, and order at their cadence without having to wait for a staff member to ask, What can I get you?

🛵  Delivery: If you offer in-house delivery, you can manage delivery orders without turning to a third party. Advertise your menu online and let customers order from the comfort of their own homes.

  1. Click Edit Fulfilment options.
  2. Switch ON Pick-up, Dine-in, and Delivery ordering, as necessary. 

Screen_Shot_2021-10-19_at_12.15.57_pm.png

If you navigate away from the Launch checklist, you can access your Fulfilment options settings by going to Store Settings > Fulfilment.

Downloading and printing QR codes 

If you have switched ON Dine-in ordering, the best practice is to generate a QR code per table. To set this up during the Launch Checklist:

  1. Once Dine-in has been switched ON, from the information box, click the hyperlink: Download and print QR codes for my tables.
  2. Click the checkbox Generate a QR code for each table.
  3. Enter your table numbers, do this one at a time. 
  4. Click Print or Download.

Generate_Table_Ordering_QR_codes.gif

If you have navigated away from the Launch checklist, you can access the QR Code Generator from Dashboard > Share your store > QR code generator.

Setting minimum order value

If you’re likely to get slammed with sales, you can use minimum order types to your advantage. Rather than seeing your rails fill up with low-value dockets, such as 1 x flat white, $3.50, set a minimum order value to just above that to prompt customers to order a pastry too.

  1. Hit Edit fulfilment options
  2. Next to the fulfilment option, enter the minimum order value
  3. Click away to save

Set Pick-up/ Delivery availability

Want to remain open for dine-in all day, but only open for delivery in the afternoon? Availability is the key to get this sorted.

By default, pick-up orders can be fulfilled during your venue's trading hours. To change this:

  1. From Store Settings, select Fulfilment
  2. For each Pick-up/ Delivery fulfilment option, select Customise availability
  3. Select Custom hours and hit Add Service Period
  4. Enter the hours, hit Save once finished

All hours are set in 24-hour time.

Setting the delivery radius and delivery time

Controlling your delivery area is important for in-house delivery. The delivery radius sets the maximum distance from your store at which orders can be delivered. How well your food/drinks travel is an important factor when considering your delivery area. 

The delivery time is the average time required to deliver an order within your delivery radius. This information is used to calculate estimated wait times for customers.

  1. Select Store Setting.
  2. Select Fulfilment.
  3. Enter the estimated delivery time. 

Connecting Stripe

Get paid by connecting your existing Stripe account or creating a new account. You must have Stripe to receive payments. Stripe’s globally trusted payments platform enables secure, fast, and easy settlement of funds.

  1. From the Launch checklist, click Connect Stripe.
  2. Under the Payouts heading, click Connect next to Stripe. 
  3. You’ll be taken to the Stripe portal. If it asks you to enter your number to secure your account, follow the steps.

Follow Stripe's setup wizard to get started with Stripe payouts. Enter as much information regarding your entity as you have. This will help your account be processed faster and get you ready for payouts. Once you have connected your Stripe account, this will be made clear to you in Billing.

Going online

The home stretch is making your online menu available to your customers. Once you’re online, customers can start ordering (within your store hours), and you will receive the orders on your POS. 

  1. Click Launch Checklist.
  2. Click Go Online and start accepting orders.

Maintaining your online menu

Congratulations! You're online. It’s over to you to keep your menu polished and up-to-date. 

Syncing products

Bopple automatically syncs with Lightspeed at the start of each day (~30min prior to your open time.) However, if you'd like to make additional changes that need to be pushed out immediately, you can follow these steps. 

It’s best practice to make changes to your products and option sets in Lightspeed Back Office, then sync these changes to Bopple. If you have added customer-friendly names and images in Online Products, these will take precedent and appear in Bopple. 

  1. Log in to Bopple. 
  2. Navigate to the Menu tab and open Products
  3. Click Import menu from Lightspeed.

Customizing online menu

It’s likely you might want to tweak your Online menu so that it’s more customer-facing compared to what you have on the POS. From Lightspeed Back Office Online Products, you can aim your menu details towards your customers while keeping a more operational version in your POS. 

Set up customer-friendly names and descriptions.

You can edit product, category, and option sets’ information, such as the name, description, or the order they appear, to make the products, option sets, and categories customer-facing. e.g. your dish might be called “S.T Burger” in POS, but you want “Surf and Turf Burger” to show to customers.

This guide will walk you through how to set up customer-friendly names and descriptions.

Show / Do Not Show Online

You can also choose to hide products, option sets, or categories from your Online menu. e.g, You might have a product called “Tap Water” for your dine-in customers, but you don’t want to offer this to your takeaway customers.

  1. Navigate to the Back Office.
  2. Select Products.
  3. Click Online Products > Modify. 
  4. You will be able to see your Categories, untick Show Online to disable the entire category and its associated products from your online menu. 
  5. To turn off individual products, click the arrow to the right of each category. 
  6. Untick Show Online next to each product.

Placing test orders

After having built your menu, how do you test it? In Shortcuts, you can view your store and checkout. To avoid paying for a test order, you must generate a 100% discount code.

  1. From Bopple’s Back Office, select Discounts.
  2. Select + Promo Code. For help understanding discounts, visit How do I create discounts for customer orders?
  3. Select View Store in Shortcuts.
  4. Add products to the order.
  5. Continue to checkout and apply the discount.

Frequently asked questions

How long does it take for customer payments to reach my bank account?

Payments are deposited into your bank account within 2 business days.

How do I complete Bopple sales and reconcile online orders?

Once the sale appears in your POS, it’s already been paid by the customer. The Bopple payment type is auto-reconciled, and you’ll see the total in your Takings. Payments (minus commission and any processing fees, unless passed to the customer) will be deposited within 2 business days.

Where can I view Bopple orders, including customer names and items ordered?

All Bopple order details are available in the Sales Feed in your Lightspeed Back Office.

How do I refund a Bopple order?

You can issue full or partial refunds by following the steps on how to refund an order in the POS.

How can I pass card processing fees on to customers?

To set up surcharges and understand your ACCC obligations, see Bopple’s FAQ: Can I pass the payment processing fee onto customers?

What's next?

Learn more about driving more sales with Bopple and making the most of advanced settings to fine-tune your setup.

Driving Sales with Bopple

Learn how to get the most out of Bopple's advanced features. 

Advanced settings on Bopple
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