Self‑service account updates
Store settings
Most day‑to‑day restaurant and location settings can be managed directly in the Partner Portal (web)
For self-service restaurant updates, navigate to Settings → Store Settings
If you have multiple locations, you can perform bulk edits for capacity limits, lead time, operating hours and temporary/holiday closures
For bulk edits, select the locations you'll be editing and perform the updates as shown below:
Store details
Click "edit" to add/update:
Store nickname (i.e. "Downtown")
Store number
Pickup instructions
Business demographic profile
Help customers more easily find what they're looking for by providing information about your restaurant ownership.
Collecting demographic data is to better understand our network and amplify small businesses and restaurant owners from underrepresented groups with search filters and carousels. You may opt to keep this data private and we will not share it without your consent
Daily capacity limits
Click "edit" to update:
Capacity limits
Set your limits for ezCater orders by either:
Daily total orders
Limits per mealtime (daypart)
Breakfast: Open → 11 AM
Lunch: 11 AM → 3:30 PM
Dinner: 3:30 PM → Close
When you accept your maximum number of orders for a day/mealtime, we will prompt you to either:
Set a temporary closure
OR
Choose to stay open
This allows you to be in control of your operations and prevent rejections and cancellations.
To set limits:
Choose limit type: daily total orders or limits per mealtime
Toggle on/off days where you'd like to have a limit enabled/disabled
Update limit counts as needed for each day/mealtime
Choose automatic/manual closure for when you reach capacity by clicking the toggle
Save changes
By default, daily capacity limit is turned on and set to 3 orders per day. Edit your settings as needed based on your specific operations
Auto-accept
Under the "daily capacity limit" setting you can enable/update auto-acceptance for your ezCater orders.
With this setting enabled:
All orders under a specified $ amount will automatically be accepted
Orders over this amount will need to be manually accepted
You will receive a notification that an order has been received and automatically accepted
Customer modifications will still need to be confirmed as normal
Reconfirmation is not bypassed
To enable:
Click to toggle the setting ON at the top of the daily capacity limit menu page under "Do you want to automatically accept orders?"
Set your auto-accept limit: orders under this value will automatically be accepted
Set/update your capacity limits as needed to ensure that we don't send orders that you can't fulfill
Save changes
Temporary closures
Here you can set a closure for any time period where you are unable to handle orders.
You may need to set a closure if you are:
At capacity with orders for a specific day/time
Closed for a local holiday, vacation or scheduled maintenance
Expecting inclement weather
Under renovation or construction
Having staffing or kitchen/equipment issues
To set a closure:
Click "edit" under the temporary closures setting
Click the "add a closure" button
Select a start date/time
Select an end date/time
Click "add another" if you need to create an additional closure
Save changes
To cancel or remove a temporary closure, click the red "X" on the right-hand side of an existing closure
Holiday closures
Set closures for recurring holidays when your business is closed.
To set:
Click "edit"
Check/uncheck boxes for holidays to indicate that you are open or closed
Save changes
List of holidays:
New year's eve
Martin Luther King Day
Cinco de Mayo
Mother's Day
Memorial Day
Independence Day
Labor Day
Thanksgiving
Christmas Eve
Christmas Day
Standard hours
Here you can set/update your operating hours for both delivery and takeout.
These times reflect when a customer can place an order to be fulfilled
For example, an opening delivery time of 11 AM mean that a customer can place an order to be delivered at their location by 11 AM
When setting hours, take into account prep and delivery time
To update your settings:
Click "edit"
Choose open/closed for each individual day
Use the copy function under Monday to apply hours to the rest of the days
Toggle takeout hours below to copy your delivery hours or to adjust manually
Partners using automatic Dispatch will not be able to update operating hours. Skip to assisted account updates to learn how to update operating hours when using automatic Dispatch
Recommended settings:
Set your opening delivery hours to at least 11 AM as 70% of our orders are fulfilled by 12 PM
Turn off or limit hours at peak times to avoid being overwhelmed and canceling/rejecting orders
Start conservative and adjust hours as needed
Ensure you have staff on-hand at least one hour before your open time to have time for prep and packaging
Lead time
This is one of the most important settings as it dictates how much advanced notice is needed for new ezCater orders and customer modifications
Lead time is based on how much notice you need:
Multiple days notice
13-72 hours
Accept same day orders
15 minutes-12 hours
Need to know the day before
AKA day before cutoff time
Recommended settings:
Start conservative, with a lead time between 12 and 24 hours and adjust as needed
Pick a lead time that reflects how much time you need to prepare our average order size ($420 serving 25 people)
Set a day before cutoff time for when your managers leave or when orders for the next day are due
A lower lead time will increase your visibility and potential for orders, but remember that our goal is to only send you orders you can accept and fulfill
Account
To update your personal account contact information and preferences navigate to Settings → Account
Here you can:
Request a password reset email
Update personal email address and phone number
Update notification preferences:
Turn on/off email and SMS order notifications
Turn on/off delivery management reminder emails (alerts reminding you to assign a driver)
Turn on/off billing statements (see below)
Billing statements:
Typically sent to financial contacts, alerting that payment has been deposited
The statement summarizes what was paid out in the billing cycle
The Payments permission must be enabled for your account to enable billing statements (this gives you access to the Financials tab)
If you don't have access to the Financials tab in the Partner Portal reach out to your account admin or Partner Success
Add new store
If you're an existing ezCater partner and need to add another location:
Login to your Partner Portal (web)
Navigate to Settings → Add new store
Follow the steps for providing your onboarding information
Once you have submitted all of the required onboarding information, typical turnaround time is 1 week; we'll send an email to confirm your submission. There are exceptions that require longer setups, in which case you'll hear from us to discuss requirements and next steps.
If adding more than 5 locations, please reach out to [email protected]
Assisted account updates
Certain updates you cannot make on your own through the Partner Portal. For the majority of these assisted updates you can
Use the ezCater Account Update Form
OR
Email Partner Success
Updates in the Account Update Form
Store information
Some store information including address, email address and phone number will need to be updated through Partner Success:
Use the ezCater Account Update Form
OR
Email Partner Success
Delivery Settings
To update your delivery settings:
Use the ezCater Account Update Form
OR
Email Partner Success
Hours of operation
For partners utilizing automatic Dispatch, to update hours of operation:
Use the ezCater Account Update Form
OR
Email Partner Success
Remove/close account
To remove your restaurant from our platform and close your account:
Use the ezCater Account Update Form
OR
Email Partner Success
You'll need to provide:
Reason for closing account
How you will handle existing orders
Confirmation of payment info for pending payments
Ownership Change
If you are a new owner looking to have a location changed to your ownership, fill out this form.
You'll need to provide:
Restaurant(s) information
New/previous owner information
Basic onboarding information
Once you submit this form, please allow up to 10 business days from the effective date of transfer for your ownership change to be completed
Other updates outside the Partner Portal
Payment & business information
Fill out our Direct Deposit form to update:
ACH/direct deposit banking information
Tax ID/TIN
Registered business information
This form must be submitted by the Financial Contact on your ezCater account and the contact details provided must match the Financial Contact's information on file with ezCater
Users & Permissions
Read here about updating Users & Permissions
Menus & Photos
Read here about updating your Menus & Photos
Tax updates
Email our Tax Team via [email protected] for any questions or sales tax rate update requests.
Dispatch settings
While you can request Dispatch on individual orders in the Partner Portal, to sign up for Automatic Dispatch, complete this form or email Partner Success.
The ezCater team will:
Confirm coverage in your markets
Confirm your order minimum and delivery radius
Update your delivery settings and confirm once live
For any other account updates not shown here, please email [email protected]