MenuConnect

How to use MenuConnect

With MenuConnect, you can now effortlessly create menus and contracts on the fly—right in the middle of a conversation with your customers. Imagine the power of being able to customize solutions in real time, ensuring your customers feel heard and valued.

But that’s not all. MenuConnect empowers you to do all of this remotely, during a screen share meeting. Whether your customers are across town or across the globe, you can deliver personalized, efficient service without the need for in-person interactions.

 

 

Getting Started

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1. Set up your packages and your rates on your Layout page. 
2. Once your packages and rates are set, use the MenuConnect button at the bottom of the Layout page. 
   
3. MenuConnect will open up. You can choose your camera and microphone settings and then click Join. 

   

    

   
   

   Connect Tab

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4. Your screen will look something like the following. You can then go ahead and select if you would like to text or email the customer the meeting invitation.
   
   
5. Once you have selected Text or Email, enter the phone number or email address. Once you have entered the meeting select the Send Meeting Invite button. 
   

6. You will get a Sent notification in the top left. The message in the center of the screen will change to "Waiting for Buyer to join Meeting..."

7. The customer will receive an email or text that looks something like the following. The email is sent from the address "noreply@menumetric.com". The subject line will be "Remote Meeting". The customer will select the Connect button to join the meeting with the Business Manager.

 

8. The customer can then choose their camera and microphone settings before clicking Join. 

 

9. The customer's screen will look like the following once they have joined. 

 

10. The Business Manager's screen will have a few changes once the customer has joined. 

• The satellite icon will turn green once the buyer has joined.

 

• The customer's video & audio profile box will appear.
• The message in the center of your screen will change to say "Use the tabs to the left to begin the meeting."

  

  
  

  Menu Tab

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11. Select the Menu tab on the left. The tools section will pull out from the side of your screen and will look something like the following.  The settings in this section will be pre-set based on what you had prepped within the Layout page before entering into MenuConnect in Step 1. 

Let's talk about each tool and field.

• At the top right of the toolbar is the Layout Page button. Selecting this button will cause the Layout page to open in a pop-up so that the customer can not see where you can re-adjust your packages and rates on the fly as needed. Be sure to click Save at the bottom right before clicking Close when you are done.
  
  

• Menu Style: You may choose from the paper menu styles available in your account. 

• Rounding: You can choose how you want the package payments to appear.

• Product Payment: You can choose the format in which you would like payments to appear for individual products on the menu.
• Menu Top & Bottom Color. You can use the color gradient to custom-select the colors you would like for your package headers. 
  
• Show Icons: If you would like icons to appear for individual products, leave this field checked. If you do not want the icons to appear on the menu, uncheck the box. 
  
• Menu Lines: Menu Lines provide separation between products when they are displayed on the menu. If you would like to have menu lines included, check this field. If you do not want them, uncheck this field. 
  
• Sale Columns: If you would like your packages extended to the edge of the menu page, check this field. If you would like the packages to be formatted to the center of the menu, leave this box unchecked. 

12. Once all of your settings are adjusted to your preferences, select Generate. Your page may look like the following. Your customer can now see the menu.

13. Click anywhere off the left toolbar to close the toolbar and view the menu in full. 

14. You can walk through your menu presentation with your customer. There are a couple of tools to keep in mind as you do this. 

• You will see a mouse icon with the customer's name. As the customer moves their mouse, you will be able to see their actions. The customer will likewise have a mouse with your name on their screen. You can use your mouse as a presentation pointer. 
•  When you or the customer scroll up or down the menu, your screens will sync up allowing you both to stay on track. 
• If you would like to prevent your customer from moving around the menu during your presentation, utilize the lock button found at the top right of your screen.  
• To put the customers into primary view, select the Video chat button found at the top right.
• The video console will extend out from the right side of the screen. You may use the X button to return to presentation mode. 
  
• When the customer has decided which package and payment they would like to proceed with, select the Set Coordinates button at the top right.
• Select from the drop-down, the type of field you would like to add to the menu. When the fields have been added and utilized, their contents will print and download with the menu pdf.
  • Buyer Signature: This option will prompt the customer to sign the menu. 
  • Buyer Initials: This option will prompt the customer to initial the menu.
  • Dealer Signature: This option will prompt the business manager to initial the menu.
  • Date: Will place today's date on the menu.
  • Input Text: Will put a free writing text box for the customer to fill out. 
• For today's example, we will use the Buyer Signature option. The field will pop up on your menu. There are a few things you can do to adjust this field to your needs. They are as follows. 
  • You can drag and drop the field to the signature section of the package the customer is selecting, by holding your left mouse button down until you would like to release it into position. 
  • You can expand the box by dragging one of the corner circles.
  • You can make another Buyer signature entry by using the blue copy icon.
  • To delete a field use the red X button.
    
    
• Once you have the field set to your preferences, click inside the box to unlock the field for the customer.
• The buyer will then click the field to sign.
• a pop-up will appear on the customer's screen where they can review the eSignature Agreement. They will use the checkbox at the bottom of the pop-up to move to the next step.
  
• They can now apply their signature and select Accept. 
  
• They will now click the Buyer Click to Apply field.
  
  
• The Business Manager will then select the Finalize button at the bottom right. 

Present Tab

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15. To access your product presentation and slideshows. Select the Present tab on the left toolbar.  Your custom presentations and slideshows will appear in a list. Select the one you want to display to the customer. To close the toolbar, click anywhere off of it. 

Forms Tab

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16. Select the Forms tab to open the Forms section of the toolbar.

 

17. Select the eForms button.

 

18. The Forms page will appear in a pop-up. The customer is still on the call, but can not see this pop-up. You will confirm your Payment Option and Lender. Select Save when you are done.

19. Under 2. Product Contracting, mark the products the customer is purchasing as sold.
20. Under 3. Additional Forms, mark any of your needed sales forms in the Select column. Your page may now look something like this. 

21. Select the Generate All button at the bottom right of the pop-up.  
22. Fill out any pre-contracting fields as needed. Once you have completed contracting your scene will look like the following. Notice the "Success" and the red PDF icons in the status columns.

23. You can click Close to the smaller pop-up.

24. When you are ready, click Close at the bottom right to exit the Forms page pop-up. Your toolbar has now been updated to include the contracts you created. 

25. Click Display All to present the contracts to the customer. The first contract will appear.

You can use the up and down arrow buttons at the top left to move between pages. You can also use the magnifying glass buttons to zoom in and out of a document to make it easier to read. 

26. When you are ready to have the customer sign, use the Sign Contracts found at the bottom right of the page. 

27. Since the customer signed the Menu page previously, their signature has already been saved. It will prompt the Business Manager to provide their signature. 

28. Once the Business Manager has completed signing, click Accept.

 

29. Click the Buyer Sign box and it will turn green, unlocking it for the customer to apply their signature. 

30. The customer can now click the signature box on their screen and their signature will appear on the contract. 

31. Once the customer has finished signing that contract, click Finalize. Repeat the signing process with each contract and additional form.  (Steps 29 -31.)

When you have completed all of the contracts, your screen and the customers will say "Thank You!".

32. Click the Forms tab on the left to open the toolbar again. You will now see the contracts under forms distribution. Using the checkboxes, decide which ones you would like to send to the customer. You may then either text or email the contracts to the customer. For today's example, we will use email. Click Send when you are ready.

• If your message was sent successfully, a pop-up message will appear at the top left of your screen.

• The customer will receive 2 emails. The first email will be a link where they can access their documents. The second will be a password to open the documents. 

• Once they have opened the documents, they can download them to their personal device or print their own copies. 

 

32. Once you and the customer are done with your session, you both may leave it by selecting the Leave Meeting button found at the top right of MenuConnect. 

33. Go to your Logging page and log your sale.