Schedule and Manage Future Orders on the Workstation for Shift4 Dine

Description: Learn how to schedule, view, edit, and manage Future Orders from a Workstation, including collecting additional payment, sending an order to the kitchen early, and canceling, voiding, or refunding an order.

---

Note: This feature is currently available only for Pilot users using Multi-Location Management (Customer Hub). Support for single-location merchants is planned for a future release.

Before You Begin

Before using Future Orders on a Workstation, verify that:

• Future Orders have been configured for your location. 
• Your user account has permission to schedule and manage Future Orders.

For setup instructions, visit the Configure Future Orders article.

Important: Although Handheld devices can schedule Future Orders, scheduled orders can only be managed from the Workstation.

Schedule a Future Order

1. Start a new order on the Workstation.
   
2. Select Schedule from the kebab menu.
   

3. Enter the date and time the order should be ready. If enabled, enter a Prep Lead Time for the order.
   

   

4. Collect payment based on your location's configured payment rules.

Depending on your location's configuration, the order may be:

• Unpaid
• Deposit required
• Paid in Full
  

View Scheduled Orders

Select the Scheduled tab to view Future Orders that have not yet been sent to the kitchen. Orders remain in this view until they reach their calculated Fire Time.

Once a Future Order is sent to the kitchen, it is removed from the Scheduled view and becomes an active ticket.

Edit a Scheduled Order

Before a Future Order reaches its Fire Time, you can update its scheduling information.

1. Select the Scheduled tab.
2. Select the future order.
3. Update one or both of the following:
   • Scheduled For date and time
   • Prep Lead Time

Collect Additional Payment

If a Future Order was booked with a deposit, you can collect the remaining balance before or during fulfillment.

1. Select the order from the Scheduled tab.
   • If the order has already been sent to the kitchen, select the active ticket instead.
2. Process the remaining payment.

Note: This option is not available for orders that were paid in full at the time of scheduling.

Send a Future Order to the Kitchen Early

Use Fire Now to send a Future Order to the kitchen before its scheduled Fire Time.

1. Select the order from the Scheduled tab.
2. Select the future order.
3. Select Fire Now.
4. Confirm the action by selecting Send.
   

The order is immediately removed from the Scheduled view and becomes an active kitchen ticket.

Cancel, Void, or Refund a Future Order

1. Select the order from the Scheduled tab.
2. Select the future order.
3. Select the appropriate action based on the order's payment status:
   • Cancel
   • Void
   • Refund

View Summary Information

You can view summary information for one or more scheduled Future Orders.

1. Select the order from the Scheduled tab.
2. Select one or more future orders.
3. Select Summary from the ticket preview.
   

Note: Future Orders cannot be split or combined with another ticket while they are in the Scheduled state. Split and combine functions become available after the order has been activated (In Prep) and remain available through payment completion.