These three modules (Menus, Products, and Services) all function the exact same way in the CMS and all appear in the same format to the end-user as well. Each module has the ability to hold more than one “menu”, each having it’s own categories and individual items. Just like the specials, you have the ability to create multiple sets that can assign to different locations.

To Get Started:

  1. Go to the CMS (content.totalloyalty.com)
  2. Login using your unique credentials.
  3. Click Menus/Products/Services in the left-hand navigation menu. (whichever you wish to edit)

The first thing you will see is any existing Menu/Products/Services Sets. Individual items or categories cannot be added without first having a Set. Most businesses will only need and use one but, some multi-location businesses, may need one for each location if all menus/lists don’t apply to all locations at the same time.

To Create a New Menu/Products/Services Set:

  1. Click Add New in the top right corner in the blue bar.
  2. Name your Set.
    1. The name of your Set will not be seen by your App users.
  3. Click Create.

Note: Sets can be reordered by simply clicking and dragging to the desired order and clicking Save Sort Order, when done.

Once your Set is created, it is time to add your Sections and individual items.

To Create a Section:

  1. Click on the Set you wish to work on, to open it.
  2. Click Add Section in the top right corner in the blue bar.
  3. Name your Section.
    1. Notes: This is equivalent to a category. For restaurants, this would be things like “Appetizers”, or “Entrees”, etc. For Salons, it may be “Women’s Cuts”, or “Color Services”.
  4. Click Save or Save & Add Another if you need to add more.
  5. Click Save Menu/Save in the top right corner in the blue bar.

Note: Sections can be reordered by clicking Sort Sections in the top right corner in the blue bar, clicking and dragging, then clicking Done.

To Add Individual Menu/Product/Service Items:

  1. Click Add Item in the top right corner in the blue bar.
  2. Select the Section the Item should be assigned to.
  3. Name your Item (Ex. French Fries, or Manicure, etc).
  4. Provide a description by including applicable details about your item such as the ingredients of the dish or what the service includes, and possible disclaimers, cost, etc.
    1. Price field may remain empty.
  5. Add your image.
    1. Image should be an exact square in order to avoid image distortion, and 400px by 400px is an ideal size for a clear picture without bogging down the App.
    2. You will also have the opportunity to add an image after you save your item.
    3. DISCLAIMER: We do not recommend applying an image to every item as this will increase the size of your App on your customers’ device and could slow it down.
  6. Click Save or Save & Add Another if you need to add more.
  7. Click Save Specials in the top right corner in the blue bar.

Note: Individual Items can be reordered by clicking and dragging within the section. To reassign an item to another section or to edit any of it’s other content, click the Edit icon to the right right of the item in question, edit the details, and click Save.

To Add or Change an Existing Item’s Image:

  1. Click on the existing image or the empty gray image icon of the image you wish to update.
  2. Upload your new image OR select from your existing uploaded image files.
  3. Click Save Menu/Save in the top right corner in the blue bar.

Assign the Set to a Location:

  1. Click Assign Locations in the top right corner in the blue bar.
  2. Check the boxes next to the applicable locations.
  3. Click Save.
  4. Click Save Menu/Save in the top right corner in the blue bar.

When you are all finished editing and saving your Menus/Products/Services, be sure to publish the changes so your customers will see the updates as well.