Uber Otter Benefits Guide

Overview

Uber Otter Benefits offers merchants the chance to use select Otter products for 1 year— empowering merchants to operate efficiently, save money, and grow their business. 

With Uber Otter Benefits, qualified merchants will be able to utilize the follow Otter products:

  • Online Ordering site
  • Order Manager (order aggregation)
  • Menu Manager
  • Otter Rebates
  • Delivery App Marketing

Follow the steps below to guide you through the onboarding process and learn how it all works.

NoteUber Otter Benefits Eligibility
Uber Otter Benefits are currently only available to select merchants.

 

 

Signing up for Uber Otter Benefits

To sign up for Uber Otter Benefits, follow the steps below to get started.

  • Step 1

    After clicking the offer to sign up, fill out your:

    • Business name
    • First and last name
    • Business phone number
    • Email address (typically your business email address)
    • Create password
       



    Check the box to agree to terms of the offer and click [Get Started] to continue.

  • Step 2

    Click [Start setup] to connect Uber Eats and other delivery platforms for order aggregation.

  • Step 3

    Click [+ Connect] for Uber Eats and enter your Uber Eats credentials in the pop-up window.

    Follow the prompts to select brand, location, and connect your Uber Eats account to Otter. 
     

  • Step 4

    Click [+ Connect] for DoorDash and/or Grubhub to connect the corresponding platform to Otter.

    Enter your DoorDash credentials in the pop-up window. Follow the prompts to select brand, location, and connect to Otter. 

  • Step 5

    After successfully connecting Uber Eats and DoorDash, pick whether you’ll be managing online orders through your POS or an Otter tablet.


     

     

success-notification.svgAfter Completing Initial Signup
Once you’ve selected POS or tablet, follow the corresponding steps below to complete your Uber Otter Benefits onboarding.

 

 

Third-party POS Onboarding

After selecting to manage online orders through Your POS, you’ll need to connect your POS. Follow the steps below to connect your corresponding POS system.

  • Step Process Image
    1 Click [Connect your POS].
    2 Select Toast for your POS system.
    3

    Click [Open Toast Web].

     

    InfoToast Web Actions
    Toast requires a few actions within their web portal in order to connect to Otter. There is a step reference guide within the Otter window to help guide you on those actions needed.

     
    4

    Login to Toast Web and go to the Integrations tab.

    Select Browse & purchase integrations.

    Toast Integrations tab

    Browse & Purchase Integrations
    5

    Search for Otter and click [Add Now].

     

    warning-notification.svgSubscription Required Alert
    If the Otter app requires a subscription, you must first set up Restaurant Suite. 

     

    Select locations and click [Confirm].

    Add Otter Integration

    Confirm Toast Location
    6 Click the gear icon next to Otter in My Integrations.
    7

    Copy and paste the provided Group ID (located in the Otter window step 6) for each location in Toast.

    Click [Apply].
    8 The Otter window will automatically load to connect to Toast once Group ID is added within Toast Web.

    Waiting for Toast Confirmation

    Connecting to Toast
    9

    From the drop down menu, select the dining option display for kitchen tickets.

    Click Add new order type to create a custom option.
    10 From the drop down menu, select the payment option display (how orders will appear on your Toast reports).
    11

    Confirmation will show that initial setup is complete.

    You will be redirected to the Otter Dashboard to finish setting up.

    Initial Setup Complete

    Otter Dashboard Page
  • Step Process Image
    1 Click [Connect your POS].
    Connect your POS.png
    2 Select Clover for your POS system.
    3

    Click [Connect] and select a location.

    Click [Authorize] to confirm selection.

    Connect Clover

    Authorize Location Selection
    4

    Use your Clover credentials to log into Clover from the pop-up window. 

    Enter validation code (if applicable).

    Log into Clover

    Validate Code Entry
    5 Select the merchant you would like to use by clicking the link in the Merchant column.
    6

    Connected status will show to confirm Clover connection.

    Click [Continue].
    7

    From the drop down menu, select the order type display for kitchen tickets.

    Click Add new order type to create a custom option.
    8 From the drop down menu, select the tender type display (how orders will appear on your Clover reports).
    9

    Confirmation will show that initial setup is complete.

    You will be redirected to the Otter Dashboard to finish setting up.

    Initial Setup Complete

    Otter Dashboard Page
  • Step Process Image
    1 Click [Connect your POS].
    Connect your POS.png
    2 Select Square for your POS system.
    3

    Click [Authorize] from the Square pop-up window.

    Sign into your Square account using Square credentials.

    Authorize Square

    Square Sign in
    4 Select locations and click [Connect # locations] to confirm.
    5

    Confirmation of connected locations will show. 

    Click [Done].
    6 You will be redirected to the Otter Dashboard to finish setting up.

    Initial Setup Complete

    Otter Dashboard Page
  • Step Process Image
    1 Click [Connect your POS].
    Connect your POS.png
    2 Click [Select] for corresponding POS system.
    3 Click [Confirm] to continue with POS selection.
    4

    Click [Get started with Otter] to be redirected to the Otter Dashboard to complete onboarding tasks within Otter.

     

    InfoFinish POS Setup
    If selecting a POS system other than Toast, Clover, and Square— an Otter teammate will reach out to help complete connecting your POS to Otter.

     

    Get started button to redirect

    image.png

    Otter Dashboard page
success-notification.svgNext Steps in Otter Dashboard
Once your POS system has been connected, you will be redirected to the Otter Dashboard to complete setup. 

Follow the steps under Otter Dashboard Onboarding to finish your Uber Otter Benefits onboarding.

 

 

Otter Tablet Onboarding

After selecting to manage online orders through Otter tablet, you’ll need to order the hardware. Follow the steps below to get an Otter tablet.

  • Step Process Image
    1 Click [Get a free tablet].
    2

    Check the box to confirm shipping information listed.

     

    InfoShip All Hardware to One Location
    Toggle the option at the top and enter shipping information to have all hardware shipped to one location— if you have multiple locations and wish for it to be shipped together to the same location.

     

    Click [Ship my hardware] to continue.

    Ship to multiple locations

    Ship to one location
    3 Confirmation will show with expected hardware arrival time frame.
    4

    Click [Get started with Otter] to be redirected to the Otter Dashboard to complete onboarding tasks within Otter.

     

    warning-notification.svgWait for Hardware to Complete Onboarding
    It’s recommended to wait for your hardware to arrive before completing your onboarding tasks within the Otter Dashboard.

     

    Get started button to redirect

    image.png

    Otter Dashboard page
warning-notification.svgWait for Hardware to Complete Onboarding
It’s recommended to wait for your hardware to arrive before completing your onboarding tasks within the Otter Dashboard.

Follow the steps under Otter Dashboard Onboarding to finish your Uber Otter Benefits onboarding once tablet has been received.

 

 

Otter Dashboard Onboarding Checklist

Once you have connected your POS system or ordered your Otter tablet, you’ll be redirected to the Otter Dashboard to complete your Otter Dashboard onboarding. 

There will be a Setup Guide checklist displayed to easily walk you through the process. From that Otter Dashboard checklist you’ll be guided to:

  • Set up order aggregation
  • Create (or import) your menu
  • Set up your ordering website
  • Activate Otter Rebates
  • Create a marketing campaign

 

Learn more about each checklist task below.

  • Otter’s Order Manager order aggregator allows you to view and manage all of your orders (including connected online ordering services, POS, and kiosk orders). 

    Learn more about Order Manager here.

    Step Process Image
    1 Click Activate your delivery channels from the Setup Guide or from the banner on the Otter Dashboard homepage.

    From Setup Guide checklist

    From homepage banner
    2 Click [Activate] for the delivery channel listed.
    3

    Select location(s) to activate.

    Click [Activate] to continue.
    4

    Click [Confirm] to acknowledge Otter will become primary order manager.

     

    warning-notification.svgIf previously using a different order aggregator…
    Confirming activation will potentially disrupt existing order manager connections.

     

     

    disclaimer-notification.svgDo not activate without Tablet  (for tablet order management)
    Do not activate delivery channels for order aggregation until you have received and set up your Otter tablet for order management.

     
    5 After all delivery channels are activated, click [Done].
    6

    After activating each delivery channel, the order aggregator tasks will be checked off on the Setup Guide checklist.

    Learn about handling orders through Otter here.

     

  • Otter’s Menu Manager gives you the ability to manage your restaurant’s menu for every digital platform from one place.

    This allows you to create, edit, update, and publish a menu across different channels from the Otter Dashboard— without having to log in and edit from each individual service your menu is offered on.

    Learn more about Menu Manager here.

    Step Process Image
    1 Click [Create menu] from the Setup Guide or top of the Otter Dashboard page.
    2 The menu tied to the connected POS system (if applicable) or delivery platform(s) will be automatically imported.
    3

    An import confirmation will show and prompt you to add menu hours.

    Click [Add hours] to continue.
    4 Click [Add hours].
    5

    Set Open and Close times or toggle Closed for corresponding days of operation.

     

    NoteBulk Copy Hours to All Days
    If your business operates the same hours every day of the week, you can quickly set the time for each day at once by setting the hours for one day, then clicking the 3 dots to select Copy to all days.

     

    Learn more about setting menu hours here.

    Selecting Menu Hours

    Bulk Copying Hours
    6 Click [Save] to confirm menu hours set.
    7

    Confirmation of menu hours saved will show.

    Click [Publish menu] to continue.
    8

    Select all locations & channels to publish the menu to.

    Click [Publish] for the menu to be published for selected locations & channels.

    Learn more about publishing a menu in the Otter Dashboard here.
    9 After publishing your menu, the menu tasks will be checked off on the Setup Guide checklist.

     

  • Otter’s Online Ordering allows you to publish your own online ordering website for eaters to place pick-up, delivery, and/or scheduled orders directly from your restaurant— commission free.

    Learn more about Otter’s Online Ordering here.

    Step Process Image
    1 Click [Publish & promote your website] from the Setup Guide or [Preview website] top of the Otter Dashboard page.
    2

    Click [Build ordering website].

     

    NoteActual Website Preview Shown
    The preview shown on the right-hand side is a real preview of your ordering website. You can scroll within the phone preview to view more of your menu.

     
    3 Online Order site build confirmation will show.
    4 A full site preview will show— you can switch between Desktop or Mobile view or click [Preview] for full window preview.
    5 Toggle to adjust fulfillment method options listed on the right-hand menu.
    6

    Uber Direct will be enabled as the courier for all online delivery orders for your online site. 

    Check that the phone number listed matches your desired phone number.
    7 Under Edit branding to add or change brand logo or banner image.
    8 Click [Publish] to continue.
    9

    A suggested checklist will show where to promote your live ordering site.

    Use the provided URL to link your order site on recommended listed sites.

    Click [Continue] when ready to move on.
    10

    Confirmation will show that online orders are now set up.

    Click [Done].

    Learn more about Online Ordering here.
    11

    In the Setup Guide, under ordering website, click Connect your Stripe account.

    Follow the prompts to connect your Stripe account in Payout Settings.

    Learn more about connecting Stripe here.
    12

    To set payment methods, tips, scheduling, service fees, minimum order amount, and delivery range for online orders— go to the Direct Orders app from the Otter Dashboard.

    Learn about online order settings here.

     

    disclaimer-notification.svgOnline Order Settings are NOT Auto-set
    The only online order setting that will be auto-set is delivery range (10 miles). All other online order settings will need to be manually set to fit your business needs/operations.

     
    InfoUber Direct Courier for Delivery
    Uber Direct will be set as the courier for your online ordering site (unless opted out of). You can adjust delivery settings (like payment methods, tips, delivery area range, & fees) from the Direct Order app within the Otter Dashboard.

    Learn more on Delivery Settings here.

  • Otter has partnered with Foodbuy, the nation’s largest foodservice Group Purchasing Organization (GPO), to help restaurant owners using Otter earn cash-back and savings on eligible purchases placed through food distributors—with no operational changes required.

    Learn more about Otter Rebates here.

    Step Process Image
    1 Click [Start] for Earn cash back on inventory from the Setup guide or [Unlock cash back] from the Otter Dashboard homepage.
    2 Click [Start earning cash back].
    3

    Confirm if you’re currently enrolled in another GPO program.

    Click [Continue].

    warning-notification.svgOtter Rebates Enrollment Eligibility
    If you are currently in another GPO program, you will not be eligible to earn rebates through Otter.

     
    4 Click [Connect] next to the corresponding food distributor you use/would like to use.
    Connect Distributor- Rebates
    5 Use food distributor credentials to sign in and connect for Rebates.
    6

    Once successfully connected, Connected confirmation will show next to the listed distributor.

    Click [Confirm].
    7

    Terms and Conditions will display to read and choose agreement for program enrollment.

    warning-notification.svgCompleting Signup
    Be sure to sign and click next to complete signup.

     
    Terms Rebates
    8

    Confirmation will show for Otter Rebates program.

    Click [Got it].
    9

    On Rebates homepage, click [+Add banking account] in order to receive cash-back payouts.

    Learn more about adding banking information for Otter Rebates here.
    Add Bank Info Button- Rebates

    Add bank account prompt

    Adding Bank Info- Rebates

    Adding bank information window

     

  • Delivery App Marketing allows restaurants to create, deploy, promote, and track campaigns for their business on delivery app platforms.

    Learn more about Delivery App Marketing within Otter here.

    Step Process Image
    1 Click [Start] for Create a marketing campaign from the Setup guide or [Build ad campaign] from the Otter Dashboard homepage.
    2 Click [Create campaign].
    3 Click [Create Smart Campaign] or select a listed “popular option” campaign listed for a specific offer.
    4

    Enter the Weekly budget for the campaign.

    Click [Connect channels].
    5

    Select [Enable permissions] for each applicable delivery platform.

    Follow the prompt to enter credentials to connect for marketing.
    6

    Confirmation will show successful connection.

    Click [Launch campaign].
    7

    Successful campaign launch notification will display.

    Click [View my campaign] to see the marketing campaign in the Marketing app in the Otter Dashboard.

    Learn more about Delivery App Marketing and managing campaigns here.

     

 

Once you have completed all tasks on the Setup Guide, a confirmation of Setup Complete will show at the top of the Otter Dashboard and within the Setup Guide.

Setup Guide 100% complete

Setup Complete notification

You’re all set! Learn more about the Otter Dashboard and navigating Otter here.

 

 

Using Otter Features

Below are video guides to share benefits of and show you how to utilize the Otter products included in the Uber Otter Benefits offer. 

Check out each product video to learn more about using each feature.

Otter Order Manager Video:

 

 

Otter Online Ordering Video:

 

 

Otter Rebates Video:

 

 

Otter Marketing Video:

 

 

 

 

Troubleshooting

  • If you’ve entered your information to create an account, but the button to continue is grayed out or keeps loading— just refresh the page. This should clear everything for you to retype your information and continue.

     

     

  • If you have pop-ups blocked for your browser, this will stop necessary pop-up windows from appearing during the onboarding process for Uber Otter Benefits. 

    Typically, when there is a pop-up blocked, from your browser you’re able to accept a specific pop-up or pop-up from a specific site. Accepting those pop-ups during the onboarding process should allow you to successfully continue the process.

     

     

  • If after you’ve entered your credentials in the pop-up sign in window and the window isn’t closing or showing an error— just close out of the pop-up window and click [Authorize] again.

     

     

  • If you’re stuck or need help at any point during the onboarding process, reach out to the Otter team by clicking Get support during initial signup, or the chat bubble within the Otter Dashboard.

    You can also reach out to the Otter team here for help.

 

 

FAQs

  • If you receive the “You don’t qualify” message during your Uber Otter Benefits onboarding, , if you have other Uber Eats credentials you can try again using those by clicking Try a different Uber Eats account. 

    If you still receive the qualifying message, an Otter teammate will be in touch to assist you with more information in regards to your account.

  • The default delivery area range will be set to 10 miles. You can adjust this setting within the delivery settings in the Direct Orders app on the Otter Dashboard. Learn how to do that here.

    warning-notification.svgUber Direct Delivery Range Limitations
    If using Uber Direct, the maximum delivery range is 10 miles. You can adjust the range to be a range less than 10 miles, however, you will not be able to increase the delivery range over 10 miles.

     

  • After your 1-year free access ends, your Otter subscription will automatically renew at the following rates (U.S. market only):
    Month to Month Renewal: $149/month + $20 POS Integration (if applicable)
    Annual Renewal: $1,499/year/annually (saves ~16% compared to monthly)

    InfoAdditional Subscription Add-ons
    Any additional add-ons you choose during the free period will be billed at their standard rates (during & after the free period).

     

  • No— There is no contract period. You can cancel at any time.

  • Tips added to orders from online ordering sites are allocated to the courier if for delivery— other fulfillment options, tips will go to the restaurant.

    This is indicated to the eater while placing an order at checkout when selecting delivery.

  • Once you order your Otter tablet, a confirmation will show— giving the time-frame to expect the hardware to be delivered (typically 2-3 business days). 

    If you do not receive your tablet within that given time-frame, reach out to the Otter team for help.
  • Yes— you can browse other Otter products, not included with your Uber Otter Benefits offer, in the Otter Shop within the Otter Dashboard here. 

    If you have any questions or need help getting a feature added to your subscription, reach out to the Otter team here.

 

 

 

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