Resource guide

Customize Kwoot from A to Z.

A visual guide with 32 tutorials and 96 screenshots to cover settings available in the admin: identity, form, offers, spaces, payments, documents and customer follow-up.

Kwoot Personalization Settings
Summary

Each admin setting to prepare before launch.

General Enter restaurant information

Start with the information visible on documents, customer portal and emails: public name, country, address, telephone, email and website.

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Legal Add legal information

Legal numbers avoid incomplete documents. They are especially useful for quotes, invoices, T&Cs and formal exchanges with companies.

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Base Set currency and threshold for full private event

These two settings structure the entire process: the currency displayed everywhere and the number of guests from which the form switches to total private event.

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Appearance Add logo and main color

The logo and main color provide continuity between your site, the form, the quote, the customer portal and the emails.

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Appearance Customize the footer, acknowledgments and terms

Footer text, conditions and their visibility avoid generic messages. They can be displayed on quotes, invoices and emails according to your needs.

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Payment Configure bank details

Bank details are used for deposits, balances and invoices. They must be easy to read to avoid poorly referenced payments.

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Payment Pay deposit, balance, invoices and customer cancellation

This block defines what the customer must pay to confirm, when the balance is due and until when they can request a cancellation.

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Taxes Configure VAT, taxes and service charges

Tax rates change the calculation of menus, drinks and extras. They must be validated with your accountant before launch.

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Documents Prepare the commercial proposal

The commercial proposal makes the quote clearer for important events. It must reflect your style, your arguments and your conditions.

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Form Add an intro pop-up to the form

The pop-up serves to reassure the customer before they begin: response time, information requested, useful contact or clarification on private event.

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Form Activate, deactivate and rename quote wizard steps

You can keep only the steps useful to your sale: participants, event, meals, drinks, spaces, extras and confirmation.

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Form Modify field labels and placeholders

The words on the form should speak like your team. You can adapt the wording, examples and help to avoid questions afterwards.

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Form Customize the total private event form

When the customer exceeds your threshold, Kwoot can directly request the essential information for a complete private event, without too long a journey.

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Form Create the types of events offered

Birthday, seminar, cocktail, civil wedding, company dinner: these labels help the client to recognize themselves and the team to filter requests.

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Integration Share the direct link or embed the widget on your site

The form can be sent by direct link or integrated into your site. This is what makes it possible to replace a simple “contact us” button.

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Emails Control emails sent to the client and the team

The email tab allows you to understand what the customer receives at each stage: loan quote, deposit, balance, confirmation or internal notification.

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Meal Create menus and meal plans

Menus should be specific enough to sell, but not too long. Kwoot can display seated options, cocktails, tapas or specific requests.

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Meal Configure personalized menus, tapas and validity periods

For restaurants that create tailor-made menus, you can prepare items, validity periods and selection rules.

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Drinks Create drink packages

Drinks can be sold per person, as a package or with a specific request. The goal is for the customer to quickly understand what is included.

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Extras Add extras and additional services

Extras avoid forgotten quotes: technology, cloakroom, decoration, DJ, private event of terrace, additional staff or fixed costs.

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Spaces Create spaces, categories and capacities

Each zone must correspond to a real salable space: entire room, private lounge, terrace, bar, floor or combination of rooms.

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Spaces Set consumption minimums per space

The minimum spend must be configured in the right place to avoid unclear negotiations. Kwoot can display it and take it into account in the files.

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Spaces Create zone combos

Combos allow several spaces to be sold together: room + terrace, lounge + bar, full floor or larger partial private event.

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Spaces Prepare weather options for outdoor spaces

For a terrace or rooftop, the weather alert allows you to anticipate a fallback solution, another date or a marquee option.

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Diary Define available times and periods

Availability helps the client choose a realistic date and prevents the team from dealing with impossible requests.

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Diary Add exceptional closures

Closures avoid requests on blocked dates: holidays, work, internal events, private event already signed or seasonal closure.

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Pricing Create a price rule per day or period

Dynamic pricing allows you to increase the price during the most popular times: Friday evening, Saturday, December, brunch, high season.

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Pricing Create a seasonal rule

A seasonal rule covers an entire period: end-of-year celebrations, trade fairs, high tourist season or months of high demand.

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Estimate Check quotes, documents and statuses

After personalization, quotes must remain simple to follow: draft, sent, signed, deposit expected, paid or archived.

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Customer Control the experience in the customer portal

The client portal is the page that the client consults to follow their file, sign, find documents and verify payments.

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CRM Organize customer files and history

Even if it's not a design tweak, it's an important business customization: your customers, businesses and histories must remain clean.

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Follow up Customize your tracking routine

The dashboard and key figures cannot be adjusted like a logo, but they must become your routine: what to raise, what to sign, what to cash out.

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Help Center

Each card now opens a dedicated tutorial.

The details are separated into short pages to be easier to read, share and reference. This page remains the summary of all the customizations available in the admin.

Kwoot Personalization Help Center
Personalization FAQ

Questions that come up before configuration.

Does this guide cover all the settings available in the admin?

Yes, it covers the settings available today on the admin side: general, appearance, invoicing, form, offers, spaces, availability, pricing, quotes, customer portal and tracking.

In what order should Kwoot be configured?

The simplest: general settings, appearance, invoicing, form, menus, drinks, spaces, availability, pricing, then complete test with a quote.

Which settings are directly visible to the customer?

The customer mainly sees the logo, color, form texts, menus, drinks, extras, spaces, prices, conditions, payment instructions, documents and customer portal.

What settings should be tested before putting the form online?

Test at least a partial request, a total private event request, a signed quote, a deposit, a customer portal and an email received on the customer side.

Can we customize several establishments differently?

Yes on multi-establishment configurations. Each location may have its own information, rules, spaces, offers, availability and conditions.

Want to set up the first location with us?

We can use your menus, spaces, conditions, business rules and documents during onboarding.