Introduction

Welcome to Scan and Dine — we’re excited to have you with us!

This user guide shows you how to easily create your QR code-based online menu and make it available to your customers. It will help you manage your menu by providing information on creating, editing and rearranging menu items and categories, as well as enabling available features that will make your menu stand out.

Let’s get started!

Selecting a menu template

The first time you sign in you will be greeted by the Start with a menu template window.

This is just a quick way to get you started — you will be able to create any type of menu, once you get the hang of it. These menu templates show you what’s possible and can provide inspiration, room for experimentation, and a starting point to create your own customized menu.

The available menu templates are:

Name	Description
Restaurant	Provides a menu outline geared towards dining venues. For example, this demo menu sets you up with categories such as Appetizers, Salads, Main Courses, Wines, Desserts and populates them with suitable demo menu items.
Cafe / Bar	Provides a menu outline geared towards coffee shops and bars. For example, this demo menu contains categories such as Coffee, Snacks, Beers, Drinks, Cocktails and populates them with suitable demo menu items.

After selecting a template, you’ll be able to explore the menu items and categories, along with all other features and options available to you on the Scan and Dine platform.

Exploring the menu

Before we get down into the details of creating your own menu, let’s actually see what a Scan and Dine menu looks like. The below example shows what a customer will see on their smartphone when scanning the QR code:

Quite fancy, isn’t it?

You’ll start creating such eye-catchy menus in a moment.

The above menu example is what we call the customer menu view. It’s a view that you set up for your customers, choosing what menu items to show, in what color theme, and with what extra options enabled or disabled (for example, Pet friendly badge, labels and allergens indicators, social media channels etc.).

We also have the owner menu view, in which you’ll spend your time setting up and customizing your menu. As an owner, you have access to all available features and options which enable you to define exactly how your menu will be displayed to your customers, including what they can do with it.

Here’s the above menu again — which, by the way, is using the Restaurant template — viewed from the owner’s perspective (that’s you!):

Note that we’re using a computer screen instead of a smartphone to view this menu, that’s why things are spread out a bit, giving more room for managing them. You can easily manage your menu from your smartphone or tablet, too. We just wanted to show that your menu is accessible by any device that has an internet connection.

Just from this view, you already have a good idea how your menu looks like and you can clearly see the basic similarity with the customer menu view. Impressive, right? But things will get even more interesting… so let’s continue.

Menus are separated into three main areas:

Toolbars
Menu category titles
Menu item cards

We’ll go into more details concerning each area in the following sections. To keep things simple, we’ll be covering things from the owner’s perspective, so the screenshots will be from the owner menu view.

💡 Don’t fret, though. The customer menu view will be covered later on in this user guide.

Toolbars

Your menu features two toolbars. The topmost toolbar — with the dark background — shows your business name (left-hand side) and two action buttons, the Add item and Options & settings buttons (right-hand side).

The second, less discrete toolbar, is just below the first one and contains two active spots: the Categories drop-down menu (left-hand side) and the Go to top arrow (right-hand side).

Here’s how they look:

Further down in this user guide you’ll find more information regarding the action buttons and the active spots of the toolbars.

Menu item cards

Menu items are displayed in so-called cards. Here’s an example menu item card from the owner’s perspective:

The owner’s view of menu item cards provides extra information and options such as editing, deactivating, deleting etc. of a menu item. We’ll cover these in detail later on.

And here’s the same example as a customer will see it:

As you can see, these cards provide a visually catchy way of showing your menu items to customers. At the same time, these cards bring forth all needed information a customer would like to have such as the item’s image, title, description, price, and any labels or allergens of importance.

Menu item cards are also interactive. Along with the eye-candy they offer, we wanted to motivate customers to explore them more — make them more playful. That’s why we have visual indicators such as the Like button as well as the List button. These provide a starting point to make customers think along the lines of “What would happen if I select this? Is that part also selectable? — Hmm, let me check…”. This gets them involved and they feel part of the process; it’s not just another static electronic menu for them.

Along this logic, we’ve made the cards’ images and text descriptions selectable. If someone selects a card’s image, they’ll see a full-blown version of it, as shown below:

Likewise, if a customer selects a card’s description they will see its full text — handy when you have long descriptions:

💡 Menu item cards can be without images, too. In some cases, this could be a desired approach. For example, you might not have yet an image to add; or some common menu items usually don’t need an image, such as sauces, dips, condiments etc. Keep in mind, though, that images do catch customers’ attention and bring to life your online menu — so, don’t neglect adding them when possible.

Creating & customizing the menu

With a menu template in place (see Selecting your menu template) you’re now ready to start adapting it to your needs. The first thing to do is make sure your menu categories are set up properly so you can start populating them with menu items. Let’s start with that then.

Managing menu categories

To create or make any changes to your menu categories, you’ll need to open the Manage Categories window by selecting the Options & settings button (at the top right) and then the Manage Categories menu entry.

This will bring up the following window:

You can now add or customize your menu categories in the following ways:

Action	Description
Add a category	Create a new category by inserting its name and selecting the blue and white plus icon. This will make it appear in the category list (at the bottom).
Rename a category	Select the pencil icon next to a category’s name to change its name.
Change a category’s position	Drag the category from the cross icon (located on the left of a category’s name) to change its position in the menu.
Delete a category	Select on the red trash can icon to delete a category. ⚠️ Warning! This action will also delete all menu items that belong to the category.

Categories drop-down menu

Note that any changes you make in this window will be reflected in the Categories drop-down menu:

You might be wondering what those green and gray number badges are doing there, next to the category names. The green ones show how many activated menu items you have in a category, while the gray ones indicate the deactivated menu items. Activated menu items mean that they are displayed in the customer menu, while deactivated menu items are not (unless your enable the option Show disabled items as ‘Unavailable’ instead of hiding them from the Settings menu — check here).

To find out how to activate and deactivate menu items and in which situations this makes sense to do so, check here.

With your categories set up, let’s start adding some items to your menu.

Adding menu items

You can start populating your menu with your own items by selecting the Add item button (the big plus sign at the top right, next to the Options & settings button ).

Once selected, you’ll be presented with the Add item window. It contains required and optional fields which allow you to properly present your menu items to your customers. Let’s go over its main sections.

Let’s start with the first part of the Add item window.

Here’s a breakdown of each field seen in this first part of the window:

Field	Description	Required
Name	The name of your menu item. Keep it short and to the point.	Yes
Description	The description of your menu item. Add meaningful information in a promotional tone.	No
Price	The price of your menu item. You can also set two or even three prices by enabling the respective toggles. Only one set of prices can be active at any time. For no price, insert a zero value.	Yes
Category	Choose the category in which the menu item will belong to. If the category doesn’t exist, you can quickly create it by selecting the Manage Categories button next to the field.	Yes
Image	Select an image for your menu item. Images catch customer attention and make your menu stand out, so we strongly recommend adding one.	No

Setting two prices

Let’s continue with the next part of the Add item window, and see how it looks like setting up a menu item with two prices.

As we can see, the Two Prices toggle is enabled, which activates some extra fields:

Field	Description	Required
Price 2	The second price of your menu item.	Yes
Price icon set	The two icons the customer will see next to each price. While not a required field, it has a preselected icon set, so make sure you choose the right icon set depending on your needs.	No

Setting three prices

Now let’s see what it looks like setting up a menu item with three prices.

In this case, the Three Prices toggle is enabled, which activates some extra fields, too:

Field	Description	Required
Price 3	The third price of your menu item.	Yes
Price icon set	The three icons the customer will see next to each price. While not a required field, it has a preselected icon set, so make sure you choose the right icon set depending on your needs.	No

Adding an image

While images are optional, it’s a good practice to include them if possible. Images make your menu items — and your menu as a whole — stand out. They catch your customers’ attention and provide them with a visual overview of how your menu items look like.

Here’s what the image field looks like, after you’ve selected an image:

As we can see, the following extra options are enabled when an image is selected.

Option	Description
Image position	Defines how the image will be shown in the menu item card. The available positions are on the top or on the left.
Mark as NEW! item	Adds a red badge with the text NEW! in the top left corner of the image. This allows you to highlight any new menu items.

We’ve already showed a menu item card with the image at the top (see here).

Here’s one with the image on the left:

💡 Don’t have professional photos of your menu items? No worries. We’ve created the Scan and Dine platform with you — the business owner — in mind. We know about the many responsibilities you have to deal with, so we’ve simplified as much as possible the creation of your menu.

You can easily take your own photos of your menu items with either your smartphone or digital camera. Just point and shoot, then add the images to your menu items. It’s that simple!

Labels & Allergens

In some cases, you may wish to add some special indicators to your menu items. For example, you might have spicy menu items or vegetarian/vegan ones that you’d like your customers to know about. Or, you’d like to highlight that some of your menu items are suitable for allergic persons etc.

This is where the respective section of the Add item window — titled Labels & Allergens — comes into play, and which looks like this:

Here’s a breakdown of each label and allergen:

Label / Allergen	Description
Spicy	Contains chili/heat. Intensity may range from mild to hot.
Vegetarian	No meat, poultry, fish, or seafood. May include dairy and/or eggs.
Vegan	No animal-derived ingredients (no meat, fish, dairy, eggs, honey, or gelatin).
Gluten free	Made without wheat, barley, or rye. Prepared to minimize gluten cross-contact.
Lactose free	Contains no lactose (milk sugar). May still include dairy if lactose-free products are used.
Egg free	Contains no eggs or egg-derived ingredients.
Nut free	Free from peanuts and tree nuts (almonds, walnuts, etc.).
Kosher	Ingredients and preparation follow Jewish dietary laws.
Halal	Ingredients and preparation follow Islamic dietary guidelines (no pork/alcohol; meat from halal sources).

When enabled, these visual indicators appear at the bottom of the menu item card. You can enable as many as you wish, but we recommend to use them where — and if — needed.

We already showed a menu item card that has a label enabled (see here).

Editing menu items

Now that you have menu items available, you can edit them whenever you want. For example, you might wish to update a price, add a more catchy description, upload a better image, or change the item’s category etc.

To do so, select the Edit item button (the blue icon with the pencil in the box) which is on the menu item card, below the price tag.

This action will open the Edit item window:

As you can see, this window is identical to the Add item window, but has the fields already pre-populated since it’s an existing menu item. To avoid repeating ourselves here, you can check section Adding menu items on how to deal with this window’s fields.

Deleting menu items

To remove a menu item, simply select the Delete item button (the red trash can icon) which you can find in every menu item card. Once selected, you’ll be presented with the Delete Confirmation window.

By selecting the red Delete button, you complete the action of removing the specific menu item from your menu. Note that this action cannot be undone.

💡 If you need to delete a lot of menu items at once, then group them under a specific category (using, per item, the button Edit item and then the field Categories) and then delete this category from the Manage Categories window.

Changing a menu item’s position

To rearrange a menu item’s position, for example, to put it before or after any other menu items, you can use the cross icon which is on the right of the menu item’s name.

You select and hold the cross icon and drag the menu item in the location you wish. You’ll get the hang of it quickly — just experiment a bit and you’ll see how easy and intuitive it really is.

Keep in mind that there are some rules for changing a menu item’s position:

You can change the position of a menu item only within the category it currently resides. For example, you cannot drag the menu item from the Appetizers category into the Salads category. (If you need to change a menu item’s category, then use its Edit item button)
If you have menu items with and without images, then you can only change the position between menu items of the same kind. For example, menu items with images can only be repositioned among other menu items with images. Likewise for menu items without images.

Managing menu announcements

An interesting feature of the Scan and Dine platform is the ability to create your own announcements for display in your menu. This helps you promote events and parties directly through your customer menu, without the need for your customers to reach out to your website or social media channels. What’s more, you can also create special announcements called Job alerts for when you’re looking to find personnel for your business; these announcements feature a badge to distinguish them from the regular ones.

To create or make any changes to your announcements, you’ll need to open the Manage Announcements window by selecting the Options & settings button (at the top right) and then the Manage Announcements menu entry.

This will bring up the following window:

You can now add or customize your menu announcements in the following ways:

Action	Description
Create an announcement	Select the Create announcement button (the blue and white plus icon) to add a new announcement. Insert a title and a description and select the Save button to add it in the Announcement List. If you want this announcement to be about an open position, then enable the Job alert toggle (on the right of the title field).
Edit an announcement	Select an existing announcement from the Announcement List and then select the Edit announcement button (the turquoise pencil in a box icon). Change as needed the text in either the title or description fields and select the Save button.
Delete an announcement	Select the Delete announcement button (the red trash can icon) which appears next to each announcement entry in the Announcement List. This action will instantly delete your announcement.

When you add an announcement to your menu, a bullhorn button is enabled in the customer menu view (placed on the right-hand side of the toolbar) to indicate its existence. Here’s how it looks like:

Each time you add a new announcement, the bullhorn button will feature a dot in its top right corner, to show that there’s a new announcement available to your customers. This dot will go away after the latest announcement is 2 weeks old.

And here’s what the customer will see when they select the bullhorn button:

Menu settings

You can further customize your menu from the Settings window. To access it, select the Options & settings button (at the top right) and then select the Settings menu entry.

This will bring up the Settings window. Here’s how it looks like (note that we’ve split it into two screenshots to better show the available options):

In the below sections we describe what each setting option does.

Color theme

Out of the box, we provide twelve color themes to match your artistic taste. These themes have been carefully selected and follow the latest best practices in user experience and user interface design. The colors and their variations per theme allow your menu to stand out in all types of screens, with special emphasis on mobile screens, since your customers will be scanning and accessing the menu through their smartphones.

When you start out, the pre-selected menu theme is the Golden Beige which gives a nice and soft paper tone to your menu. Feel free to try out all the color options, though! Below we showcase all twelve color themes so you can see how they look and compare to each other.


Golden Beige	Light	Dark	Monochrome

Red	Green	Blue	Purple

Brown	Light Blue	Purple / Pink Pastel	Blue / Green Pastel

Currency

The Currency field allows you to select the currency in which the menu prices will be displayed. We provide this flexibility knowing that some geographic regions may need to switch between currencies.

Currently, the following eight currencies are supported:

Euro (EUR) - €
US Dollar (USD) - $
British Pound (GBP) - £
Canadian Dollar (CAD) - $
Australian Dollar (AUD) - $
Mexican Peso (MXN) - $
Argentine Peso (ARS) - $
Brazilian Real (BRL) - R$

In practice, there is no difference when selecting a currency with the same symbol. For example, nothing stops you from using the Australian Dollar for your US-based menu — the dollar symbol ($) will be, in both cases, the same. It’s just for practicality reasons, and no currency conversions are involved — the currency symbol is simply displayed next to the price.

💡 To avoid any possible confusion, note that this setting has nothing to do with your monthly subscription’s payment currency — that will continue to be charged in the initial currency set during the first payment.

Like feature

You can enable — default setting — or disable the display of the Like button in the customer menu. Obviously, disabling the Like button will hide it from customers and they won’t be able to “like” anything on your menu.

💡 Note that if you disable the Like button after a period of which it was enabled — and customers have already “liked” some menu items — you won’t lose the statistics of existing “likes”. You will still be able to view these “likes” metrics in the owner’s menu view and from the Like Statistics window.

List feature

The List feature allows your customers to temporarily save their menu selections for quick retrieval later on. This is useful in situations where customers would like to keep track of what they’re ordering before the waiter comes to their table to take the final order. This benefits both sides — the customers can easily retrieve their selection and verify that their picks are good to go; you, as a business, won’t lose time at their table waiting for them to scroll up and down the menu to give you the order.

Customers can add a menu item to the List by selecting the plus icon that’s on the right of a menu item’s name. Here’s how it looks like:

When the customer adds an item to the List, the plus icon changes to a minus icon, which indicates that the menu item is already in the List:

If the customer selects the minus icon then the menu item will be removed from the List and the icon will change back to a plus icon.

Whenever a customer adds or removes a menu item from the List, the List counter increase or decreases accordingly. The List counter is displayed in the secondary toolbar, next to the Categories drop-down menu:

Customers can access their List selections by selecting the List counter. This will bring up the List window.

If no menu items have been added to the List, then the window looks like this:

On the other hand, if customers have added stuff, then the window looks like this:

In a populated List window they can quickly see — per menu category — the selections they’ve done. They can also update things by selectively removing entries that they don’t need anymore. And, if they wish, they could delete the whole list by selecting the Delete list button.

If, for any reason, you wish to not allow your customers to have this functionality, just disable this setting option. This will hide the List counter in the secondary toolbar and remove the plus icon located at the right of the menu items’ name.

💡 Note that the List is truly a temporary one. If the customer scans again the menu’s QR code, closes the menu, or refreshes the menu page, then the list is gone.

Disabled items

There are two ways of showing deactivated menu items (see here on how to activate/deactivate them). The default way — which you start with — is simply hiding them from the customer menu. The other way is to show them as Unavailable instead of hiding them.

If you apply the second way, then the deactivated menu item will appear in the customer menu with a dark transparent layer and the text “Unavailable” in the center of the card. The customer won’t be able to do anything else with the card — so no “liking” it or adding it to the List. Here’s how it looks:

💡 You may be wondering what’s the point of having this second way of showing deactivated menu items. Well, based on feedback from multiple businesses during our pilot phase of testing the Scan and Dine platform, some owners expressed this need. Their reasoning was that by showing menu items as “Unavailable” (but still visible), they provided a more correct picture of their menu without making customers think they never had such menu items in the first place.

Category item count

This option allows you to either show (default behavior) or hide the number that appears next to the category titles in the Categories drop-down menu. This number indicates the number of menu items per category (see here for more information).

Here’s how it looks to a customer, when enabled in its default setup:

If you decide you don’t need to show such information, then you can disable the option. In this case, here’s how the Categories drop-down menu will look now:

Pet Friendly badge

If your business allows pets and has suitable conditions for them, then you can enable this setting. Once enabled, it will place a paw badge next to your business name in the main toolbar. Here’s how it looks to a customer:

And, if customers select the paw badge they will see this window:

Translations

This setting (disabled by default) allows you to add — manually – translations to your menu. When we say “manually” we mean that you need to have the translations available and you need to insert them in the designated areas which we’ll cover below.

So, this is not a setting that enables what is generally called machine or automatic translations. And we do this for two good reasons:

Manual translations are of higher quality than machine translations. They are done by professional translators, or by people that know how to correctly translate your menu items in other languages. If you have a multilingual menu, then you already have the translations available — you just need to add them in the right place (which we’ll show shortly).
Nowadays, the feature of machine or automatic translation is freely available to all smartphone users. Even if you don’t have or provide your own manual translations for your menu, your customers will still be able to machine translate the menu through their smartphones. Once they visit your menu, their device will prompt them to translate it in their language.

Supported languages

Currently, the Scan and Dine platform supports the following languages (again, concerning manual insertion of translations):

English
Greek
French
Spanish
Portuguese

And, when we say supported languages, we mean that when you insert your translations in any of those languages and the customer selects them, they will experience a fully localized interface in the respective language.

Adding translations

With the translation setting enabled, your next step is to add the translations to your menu. Let’s see how this is done.

Translating menu categories

First, let’s start by translating the menu categories. This is important, since if you do not have a translated category, it will not show any translated menu items that reside under it. If you open the Manage Categories window (check here on how to do this) you’ll see this slightly different version:

Next to each category name we have badges with the supported languages. The badges are using the two-letter ISO language code, which are as follows:

EL → Greek
FR → French
ES → Spanish
PT → Portuguese

Note that since your menu’s source language is in English, we do not show the two-letter ISO code for it — which, for reference, is EN.

When the language badges have a gray background — as they do now — that means no translations have been added to the respective categories.

Let’s find out how we can add some translations.

We’ll start by adding a Greek and French translation to the Appetizers menu category. To do so, first select the EL badge — this will display a new field in which we can add our Greek translation:

Once we add our Greek translation and select the Save button, the EL badge changes its background to green:

The green badge indicates that we have a translation available for the given language. Repeat the process for the French translation — by selecting the FR badge and following the same process outlined above. At the end, we’ll have the following view for the Appetizers menu category:

You can continue adding translations to other menu categories and in as many of the supported languages.

The steps we took above have enabled the Appetizers menu category to display any of its menu items that have also been translated in the specific languages (EL and FR). Before we show you how to add translations to such menu items, here’s how the Appetizers category title appears now to you — the owner:

As you can see, two green outlined badges are displayed below the menu category title — this informs you that your menu category supports (and will display) menu items with translations in those languages.

💡 Reminder! You first need to add translations to a menu category in order to be able to display translated menu items that belong to that menu category.

Translating menu items

With our menu category now featuring translations, we can proceed and add the respective language translations to our menu items that belong to that menu category. To do so, we select the Edit item button of the menu item we want to translate. The Edit item window is slightly different now, introducing the familiar language badges on the right side of the menu item’s name:

Again here, the logic is the same for inserting our translations. By selecting the EL badge we’re presented with two extra fields (in a light blue background) — one for the Name and another for the Description. Obviously, in these new fields we are expected to insert our translations. Here’s how these fields look like:

Once we add our Greek translations and select the Save button, the EL badge changes its background to green. To see this, though, you’ll need to select the Edit item button again, since the save action also closes the window.

The green badge indicates that we have a translation available for the given language. Repeat the process for the French translations — by selecting the FR badge and following the same process outlined above. At the end, we’ll have the following view once your select the Edit item button again:

You can continue adding translations to other menu items and in as many of the supported languages.

💡 You can also add translations when creating totally new menu items. When you select the Add item button you’ll also be presented with the language badges, which will allow you to select them and add the respective language translations.

Here’s how your translated menu item card looks like when you view your menu as an owner:

We can see that the top part of the card now features a ribbon in which the available translations of this menu card are displayed (in the two-letter ISO code) — in this case, Greek (EL) and French (FR).

Customer view of translations

Now let’s see how your customers will view these translations. When you enable the translation feature and add the required translations (to a menu category and its menu items), the customer will see a new button appear in the main toolbar, on the right hand-side:

When the customer selects this button, they will be shown a list with the available translations:

In our case, we see Greek and French since we added translations for these languages. The last entry in this list will always be the source language of your menu (English, in this example) — this allows the customer to select it and revert back to the original menu language.

Here’s how our translated menu item will appear for each of the available translation languages:

Greek translation	French translation

Along with the translated menu item cards, the other elements of the menu will also appear in the supported languages, courtesy of the Scan and Dine platform. This means that the Categories drop-down menu, the List counter and window, and the Pet Friendly badge and window, will also appear — auto-magically — in the respective language. A notable exception to this is the business name, which we keep intact for branding purposes.

Preview the menu

You can preview your menu at any time. And by preview, we mean displaying the menu the way your customers will see it. To do so, select the Options & settings button (at the top right) and then select the Preview Menu menu entry.

This action will open your menu in another web browser tab where you’ll see a smartphone mockup with the customer menu displayed. You can interact with this smartphone mockup to scroll up and down the menu, select categories or icons etc.

If you’re managing your menu from your smartphone, then the preview will open in another tab or window on your smartphone, and you’ll experience the full customer menu experience.

Menu QR Code

Obviously, you need a way for your customers to reach your menu, right? This is where the Menu QR Code option comes handy. It generates a unique QR code for your menu and, when scanned with a smartphone, displays it to your customers.

To access it, select the Options & settings button (at the top right) and then select the Menu QR Code entry.

After selecting the Menu QR Code entry, you’ll be presented with the following window:

Here you can do any of the following:

Download an image version of your menu’s QR code (in the PNG file format) — this gives you full flexibility as you can give it to a graphic designer or print shop and produce stickers, coasters, signs etc. and place them somewhere easily accessible by your customers.
Download a page with pre-designed cards featuring your menu’s QR code (8 cards per page) — here you’ll only need to print out the pages with the cards and cut them out. Then purchase some L-shaped business card displays (with dimensions 90 × 60 mm or ≈3.54 × 2.36 in) and insert the cards in them.

If you’re wondering what this pre-designed card looks like, here’s an example:

It’s always a good practice to check that your QR code is correct before mass printing it on anything. So, make sure you scan it once from the Menu QR Code window to verify that it points to your menu.

💡 Tip! Evidently, the use of a QR code is a quick and easy way for customers to access your menu, especially when they’re on your business’s premises. But, keep in mind that you can also use your customer menu’s URL — a.k.a., web address, for the less technical — to share with friends, colleagues, customers etc. or place on your website or social media channels. Grab the customer menu URL from your web browser’s address bar and you’re good to go!

Like statistics

Over time, you’ll see that your menu items are picking up a steady flow of “likes” (assuming you have not disabled this feature; see here for details). You can view the statistics of these “likes” by accessing the Like Statistics window. To do so, select the Options & settings button (at the top right) and then select the Like Statistics menu entry.

This will open the respective window. Here’s an example:

‘Like Statistics’ window

The “like” statistics are grouped per menu category, and each menu category contains a breakdown of the number of “likes” per menu item.

Managing your account

You can manage your Scan and Dine account through the My Account window which you can access by selecting the Options & settings button (at the top right) and then the My Account menu entry.

‘My Account’ menu entry

This window is separated into four tabs and we’ll go over each one in the below sections (with the exception of the Web & social tab which is already covered here).

Details tab

The Details tab allows you to manage your account’s basic information such as email and password, and gives you the option to change the business name you show on the menu.

‘My Account’ window

Changing your email

To change your email select the Change email link that is below the Email field. This action will display some extra fields, as shown in this screenshot:

Change email

Here’s a breakdown of what each new field is about:

Field	Description
Current password	For security reasons, you need to insert your current password.
New email	Insert the new email you wish to use — make sure you have access there.
Send token (to new email)	Once selected, you will receive an email with a token. Note that this token will be sent to the new email you stated above.
Enter token	Insert the token you received at your new email.
Change email	Select to apply the change.

If everything goes as expected you will see the following confirmation window:

Change email - Success

If there is any problem with the process — for example, you inserted wrong information — then you will see the message “The token you entered is incorrect. Please check the relevant email you received with the token and try again.” In this case, try again, making sure you’re inserting correctly the new email and the received token.

Changing your password

To change your password select the Change password link below the Password field. This action will display some extra fields, as shown in this screenshot:

Change password

Here’s a breakdown of what each new field is about:

Field	Description
Current password	For security reasons, you need to insert your current password.
New password	Insert the new password you wish to use.
Retype new password	Insert again your new password for extra verification.
Change password	Select to apply the change.

💡 When choosing a password, use 8+ characters with a mix of uppercase and lowercase letters, at least one number, and one symbol (e.g., ! @ # $ % & *).

If everything goes as expected you will see the following confirmation window:

Change password - success

If there is any problem with the process — for example, you inserted wrong information — then you will see the following error window:

Change password - error

Forgot your password?

If you forgot your password then select the I forgot my password link below the Passoword field. This action will display the following window:

‘Forgot Password’ window

If you select the Confirm button you will be automatically signed out and a temporary password will be sent to you so you can sign in with it.

💡 For additional security, we recommend changing your password after signing in. See section Changing your password.

Changing your business name

To change your menu’s business name select the Change business name link below the Business Name field. This action will unlock the field, allowing you to insert the new business name you wish to show on your menu.

💡 Note that the business name you use here is only displayed on your Scan and Dine menu. It is independent — and not connected — to the business name you’re using for paying your Scan and Dine subscription.

An important warning message is also displayed when you attempt to change your menu’s business name — see red text in below screenshot:

Change business name

The message states: WARNING! Changing the business name will also change the QR Code for the customer menu.

And it’s a very important message — if you proceed with the business name change, a new QR code will be generated for your menu, making obsolete the previous QR code. This means that if you’re already using the old QR code, you’ll need to replace it with the new one (see Menu QR Code on how to obtain the QR code).

If you select the Apply change button, you’ll be warned one last time with the following window:

Change business name - Confirmation

Once you select this window’s Apply change button you’ll have to sign in again to see the new business name applied, and to obtain the new QR code.

Export & Import Menu tab

Keeping a backup copy of your menu is always a good practice. To do so, select the Export & Import Menu tab.

Here you have the options to export and import your menu. Below we cover each case.

Importing your menu

To import your menu, select the Import Menu button. This action will open a Files window from which you can select the menu file to import. If the process is successful, you’ll see the following message:

If the import process fails, you’ll see the following message instead:

When experiencing errors during import of your menu, make sure you’re importing the correct file. The file should contain your business name and a date stamp. For example, our demo menu has the business name Culinary Oasis and we exported it on September 25th, 2025. So, the file to import should have a filename like: Culinary_Oasis_2025-09-25_15-08-08.zip. The last group of digits (15-08-08) in the filename is the time stamp — in Greenwich Mean Time (GMT).

⚠️ WARNING! When you import a menu, the current menu will be permanently overwritten.

Subscription tab

This tab gives you an overview of your Scan and Dine subscription.

Subscription information

The following information is available to you:

Status — Indicates the state in which the subscription is in. The expected value is Active.
Renews on — Shows the date of the next subscription renewal. On the indicated date, the platform will attempt to charge you for the next monthly cycle.
Cancel Subscription — Cancels your subscription (see Canceling your subscription for details).

Canceling your subscription

You can cancel your subscription by selecting the Cancel Subscription button. This action will show the final confirmation window to cancel your subscription:

Cancel subscription window

By canceling your subscription, the following actions will take place immediately:

You will no longer be charged.
Your QR menu will be permanently deleted.
Your Scan and Dine account will be permanently deleted.

⚠️ WARNING! These actions are final and cannot be undone.

Before proceeding, we strongly recommend that you export a back up of your menu for future reference. See Exporting your menu on how to do this.