Dineplan Integration
Disclaimer
The Dineplan integration app for Commerce7 is owned and built by a 3rd party developer (Treefrog Digital). For questions regarding orders, reports, customers, setup, or support, please contact us at hello@treefrogdigital.com.
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Functionality
The Dineplan app allows Commerce7 stores to connect Dineplan to their stores for syncing customers and reservation data.
Setup
To get started, navigate to the app store in your Commerce7 admin panel and click on the Dineplan app.
Next, install your application. Once installed, the application will appear in your Store Menu Page from your admin panel.
Settings
Before you start syncing information from Dineplan, you must configure your API Key in the app’s General Settings.
On your admin panel, click on Store, scroll down until you see the Dineplan option, and click on it.
Once inside the Dineplan app, you’ll be able to see the main menu under the App by Treefrog Digital subtitle. Click on Settings, then click on General Settings.
Then under API Key, type in or paste your Dineplan API Key, and click on Save.
How to obtain a Dineplan API Key
To obtain your API Key, reach out to support@dineplan.com and request one.
How to view Dineplan Reservations
Once you have set up your API Key, data will start syncing automatically from Dineplan.
When importing a reservation, our integration will match a reservation with an existing customer; if no such customer exists, the integration will automatically create a new customer.
There are two ways to view customer reservations, from within the Dineplan App and from a customer (CRM) profile in Commerce7.
Viewing Reservations from the Dineplan App
On your admin panel, click on Store, scroll down until you see the Dineplan option, and click on it.
Once inside the Dineplan app, you’ll be able to see the main menu just under the App’s name. Click on Reservations.
Here you’ll be able to see all your reservations; if you like to see more information, just click on the desired reservation.
Viewing Reservations from a Customer (CRM) Profile
On your admin panel, click on CRM, then find the desired customer, and click on it.
From the customer profile, you can see a tab named Dineplan. Inside this tab, you’ll find any reservation a customer has made.
As mentioned before, when importing a reservation, our integration will match a reservation with an existing customer; if no such customer exists, the integration will automatically create a new customer.