Utilize Caller ID in Shift4 Dine

Description: Learn how to use Caller ID in Shift4 Dine.  

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To install Caller ID, please consult the Configure Shift4 Dine Caller ID.

Caller ID Screen 

1. From the login screen, select Caller ID.
   
   Note: A new Caller ID tab will also become available within Shift4 Dine along the top of the screen.
2. Caller ID will display: 
   • The phone number that called. 
   • The time the call occurred. 
   • The line the call came in on.

New Ticket 

A new ticket can be created from the log in screen or Caller ID tab using the caller’s information and Shift4 Dine's Customer Database feature.

Create a New Ticket From the Login Screen

1. Tap on the caller you want to create a ticket for.
2. Log in to the Workstation.
3. You will be taken to the Customer tab.
   • If a customer already exists with the caller’s information within your customer database, that customer will be displayed. Select that customer and select the Create Ticket for Customer button.
   • If a customer does not exist with the caller’s information within your customer database, select the New Customer button. The caller’s phone number will be placed into the new customer profile. Complete the remaining required fields and use the newly created customer to start a ticket via the Create Ticket for Customer button.

Create a New Ticket from Within Shift4 Dine

1. Log in to Shift4 Dine.
2. Select the Caller ID tab, touch on the caller you want to start a ticket for.
3. Select the Create Order button.
4. You will be taken to the Customer tab.
   • If a customer already exists with the caller’s information within your customer database, that customer will be displayed. Select that customer and select the Create Ticket for Customer button.
   • If a customer does not exist with the caller’s information within your customer database, select the New Customer button. The caller’s phone number will be placed into the new customer profile. Complete the remaining required fields and use the newly created customer to start a ticket via the Create Ticket for Customer button.