Create and Manage Catalogues
A catalogue is the top-level collection that guests browse before selecting items.
Quick Reference
| Field Area | Why It Matters | Check Before Publishing |
|---|---|---|
| Catalogue name | Helps guests choose the right catalogue. | Name is clear and current. |
| Description | Explains what the catalogue contains. | Guest-facing wording is approved. |
| Image | Shows the catalogue visually in guest views. | Image is approved, cropped correctly, and readable with the selected text style. |
| Visibility | Controls whether guests can open it. | Hidden until setup is complete. |
| Notice banner | Shows guest-facing catalogue notices at the top of the guest page. | Title and description are filled, and any image is approved. |
| Language fields | Controls translated guest text. | Required languages are filled. |
| In-house catalogue | Supports catalogues used for in-house guest ordering rules. | Validity days and email behavior match operations. |
| Settings | Controls checkout and operational behavior. | Matches the fulfillment process. |
| Staff assistance | Lets guests request help from the catalogue. | Enabled only when the property wants guest assistance requests. |
| Demo link | Lets managers test or share the guest URL. | Open and copy the link only after confirming setup is ready. |
Before You Start
- Confirm the catalogue purpose.
- Confirm categories and items that will belong to it.
- Confirm operating hours and payment requirements.
- Confirm whether the catalogue should show a guest notice banner.
- Confirm whether the catalogue should support staff assistance, guest checkout, or a no-payment flow.
- Prepare approved catalogue images and translated labels where required.
- Confirm whether auto setup is available for the property.
Create a Catalogue
- Go to Catalogue V3 -> Catalogues.
- Click Create.
- Enter the catalogue name, description, reference code, and guest-facing details.
- Upload and crop the catalogue image if the catalogue should show one.
- Configure visibility and basic settings.
- Configure subcategory use, additional notes, unavailable item visibility, notice banner content, staff assistance, and in-house catalogue behavior where applicable.
- Set payment, order confirmation email, and POS-related options if the property uses them.
- Save the catalogue.
- Add categories and items before publishing to guests.
Review the Catalogue List
Use the catalogue list to confirm the catalogue exists, open it for editing, copy or open the guest URL, and verify whether managers should continue setup through categories, items, payment, POS, or operating hours.
When reviewing the list:
- Search or scan for the catalogue name.
- Confirm the active or visible state matches the go-live plan.
- Open the catalogue before changing operational settings.
- Use the demo link or copy URL action for testing only after setup is ready.
Manage an Existing Catalogue
- Open the catalogue list.
- Select the catalogue.
- Update visible details, settings, or active state.
- Save changes.
- Confirm the guest-facing flow shows the expected content.
Image, Preview, and Languages
Catalogue setup includes guest-facing presentation. Managers should:
- Upload an approved image and crop it so important content remains visible on mobile.
- Check overlay and header text styling so the title remains readable.
- Use the language picker to review translated names, descriptions, button labels, and checkout text.
- Use the phone preview or demo link as a first guest-facing check.
- Reopen the live guest catalogue link after saving because previews do not replace real guest testing.
Configure Notice Banner
Use the notice banner when guests should see a catalogue-level notice at the top of the guest page.
- Open the catalogue.
- Enable the notice banner.
- Enter the notice title and description in each required language.
- Upload an optional notice image if the notice should include one.
- Save the catalogue.
- Open the guest link and confirm the banner appears above the catalogue content.
- Confirm the text still reads clearly when the notice is longer than one screen.
Behaviour Toggles
Review these catalogue-level settings before publishing:
| Toggle | Use It For | Staff Check |
|---|---|---|
| In-house catalogue | Catalogues intended for in-house guest usage. | Confirm item validity days and email expectations. |
| Subcategories | Guests browse categories with an extra subcategory layer. | Confirm categories and subcategories are both active. |
| Additional note | Guests can add order-level notes during checkout. | Confirm staff know where to read notes on order details. |
| Show unavailable items | Guests can still see unavailable items outside availability windows. | Confirm unavailable items are clearly marked. |
| Notice banner | Guests see a catalogue notice at the top of the guest page. | Confirm title, description, and optional image are ready. |
| Staff assistance | Guests can ask for staff help from the catalogue. | Confirm assistance requests route to the expected staff workflow. |
| Posting failure notification | Staff are notified when order posting fails. | Confirm the recipient team knows the manual recovery process. |
Order Confirmation Email
Use order confirmation email settings when guests or hotel recipients should receive email confirmation for placed orders.
- Confirm whether guest and hotel recipient emails are required.
- Review recipient addresses, subject, body, and template variables.
- Keep the message operational: order number, guest details, pickup or delivery context, and support path.
- Save and place a test order before go-live.
Auto Setup
Some properties may have automated catalogue setup actions.
- Use Auto Setup only when the property has approved the generated catalogue structure.
- Use Auto Setup From File only with the expected setup file format.
- After auto setup completes, manually review catalogues, categories, subcategories, items, images, operating hours, payment, and POS settings before publishing.
Troubleshooting
Catalogue does not appear for guests
What you see: Staff created a catalogue, but guests cannot open it.
Do this:
- Confirm the catalogue is active and visible.
- Confirm it has active categories and items.
- Confirm operating hours allow the current time.
- Confirm required guest-facing fields are filled.
- Confirm staff assistance or payment settings match the intended guest flow.
Demo link opens the wrong or incomplete catalogue
What you see: The copied guest URL opens a different catalogue or a catalogue that is not ready.
Do this:
- Reopen the catalogue from the catalogue list.
- Confirm the copied URL came from the intended catalogue.
- Confirm the catalogue has active categories and items.
- Save any pending settings changes and copy the URL again.
Notice banner does not appear
What you see: Guests open the catalogue, but the notice banner is missing.
Do this:
- Confirm the notice banner is enabled for the catalogue.
- Confirm the notice title and description are filled in the guest language.
- Confirm the catalogue was saved after the notice text or image changed.
- Reopen the guest link and check the top of the catalogue page again.