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Donation Prompt

In this article we'll cover how to enable and configure GoTab's Donation Prompt, which automatically presents guests with a charitable giving option at the time of tab closure on the QR non-open tab flow, POS Guest Pay, and CFD.


**Recommended KB Section:** Manager Dashboard → Location Settings → Features

**Article Status:** New article

**Related articles to flag for cross-linking:** Location Settings overview, Product Catalog setup, Option Groups, Menu creation, Menu Zone Availability



Is This Right for My Location?


Before getting started, confirm the following:


  1. **Your location is on New Options.** The Donation Prompt is not available for locations on legacy options or in migration mode.
  2. **The feature has been enabled for your location.** This feature is currently activated on a per-location basis. Contact your GoTab Account Manager to request access.
  3. You have a charitable cause, nonprofit, or community fund you'd like to feature to guests.
  4. You use the QR non-open tab flow, POS Guest Pay, or CFD — or some combination of these.

If your location doesn't yet have the feature enabled or is on legacy options, reach out to your Account Manager before proceeding.



Setup Overview


Setting up the Donation Prompt involves four steps:

  1. Create the Donation product (with an option group)
  2. Create a Donation menu and configure zone availability
  3. Enable the feature in Location Settings and select your donation product
  4. Confirm the CFD tip setting (if using CFD)


Step 1: Create the Donation Product


Create a Category


  1. Go to your **Product Catalog**.
  2. Create a new category — we recommend naming it **Donation** or similar.
  3. Mark the category as **Available**.

[SCREENSHOT: Product Catalog → Add New Category screen with 'Donation' entered as the category name]


Create the Product


  1. Add a new product inside your Donation category.
  2. Set the **product name** — this will appear as the title on the donation prompt (e.g., "Donations").
  3. Add a **product description** — this text appears beneath the title on the prompt and tells guests who or what they're supporting. Be specific: include the organization's name and mission. You can update this anytime and changes go live immediately.
  4. Optionally, upload a **product image** — this will display on the donation prompt. A charity logo works well here.
  5. Set the **tax rate to 0%**. This is required.
  6. Set the **station** to **Default Station / No Print** (recommended).
  7. Assign a **GL account** for charitable contributions.
  8. Make sure **no schedule** is set on the product — it should be available at all times.
  9. Mark the product as **Available**.

[SCREENSHOT: Product editor showing Donation product — name field, description field, image upload area, 0% tax rate, Default Station, GL account assigned, no schedule set, Available toggle on]


> **Tip:** The product name, description, and image are what guests see on the prompt. A clear cause name and a recognizable logo make the ask feel more genuine and transparent.


Create and Attach an Option Group


The donation amount buttons guests see are configured via an option group.


  1. Create a new **option group** and attach it to your Donation product.
  2. Add your donation amount options (e.g., $5, $10, $15). You may add more than three, but **only the first three options will be shown** on the prompt.
  3. Set the option group's **minimum to 0** and **maximum to 1**. The minimum of 0 allows guests to skip without selecting an amount.
  4. For each option:

   - Set the **label** to the display text shown on the button (e.g., "5").

   - Set the **price** to the actual charge amount.

  1. Mark all options and the option group as **Available**.

[SCREENSHOT: Option group editor showing 3 options with prices set, min set to 0, max set to 1, all options marked Available]



Step 2: Create a Donation Menu and Configure Zones


  1. Create a new **menu** — name it something like "Donation Menu."
  2. Attach your **Donation category** to this menu.
  3. Make sure **no schedule** is set on the menu.
  4. In **Menu Zone Availability**, assign the menu to the zones where you want the prompt to appear. If you want the prompt to appear for all guests, assign it to all zones. To limit it to specific contexts (takeout, patio only, etc.), assign only those zones.

> **How zone logic works:** The prompt will appear at tab closure if at least one item on the tab originated from a zone where the Donation Menu is active — even if other items on the tab came from other zones.


[SCREENSHOT: Menu Zone Availability settings showing the Donation Menu assigned to multiple zones]



Step 3: Enable the Feature in Location Settings


  1. Go to **Manager Dashboard → Location Settings → Edit**.
  2. Locate the **Guest Donation Prompts** setting.
  3. Toggle it **On**.
  4. Use the product selector to choose the **Donation product** you just created.
  5. Select where the prompt should appear:

   - **QR flow** (QR non-open tab only)

   - **POS / CFD flow**

   - Or both

  1. Save your changes.

[SCREENSHOT: Location Settings → Edit — Guest Donation Prompts section showing the toggle ON, donation product selected in the dropdown, and both QR and POS/CFD options enabled]



Step 4: Confirm the CFD Tip Setting (CFD Only)


If you want the donation prompt to appear on the **CFD**, one additional setting is required:


  1. In your zone settings, confirm that **Zone Tip** (suggested tips) is enabled for any zone where you want the CFD donation prompt to appear.

> **Note:** The CFD donation prompt currently relies on the tip suggestions being active for the zone. If a zone does not have Zone Tip enabled, the donation prompt will not appear on the CFD for that zone. This is a known limitation that will be addressed in a future update.


[SCREENSHOT: Zone settings showing the Zone Tip / Suggested Tips setting toggled ON]



What Guests See


QR Non-Open Tab Flow

After the guest proceeds to payment and closes their tab, the donation prompt appears on their screen. They see the product name, the full description, and (if uploaded) the charity image, along with the donation amount buttons and a **"No Thanks"** option. If they select an amount, it is added to the tab as a $0-tax line item.


[SCREENSHOT: Guest-facing mobile QR flow — donation prompt showing charity name, description, logo image, amount buttons, and No Thanks option]


POS Guest Pay and CFD

The same prompt appears on the CFD during the POS Guest Pay flow. The modal overlay displays the cause name, full description paragraph, charity image, and amount buttons alongside a "No Thanks" button.


[SCREENSHOT: CFD donation prompt modal — 'Donations' title, charity description paragraph, charity logo image, and amount buttons (5, 10, 15) plus No Thanks button — dark background UI]


> **Important:** The donation prompt only appears at **tab closure**. It will not appear when opening or pre-authorizing a tab. It is also not currently available in the QR open tab flow.



Updating Your Featured Charity


To change the cause your guests see:

  1. In **Product Catalog**, open your Donation product.
  2. Edit the **name**, **description**, and/or **image** as needed.
  3. Save. Changes go live on the prompt immediately.


Frequently Asked Questions

**Q: Can I have different donation prompts for different zones?**

A: Not currently. A location supports one active donation product, and the same prompt displays across all active zones. You can control which zones trigger the prompt via Menu Zone Availability, but all will show the same donation.


**Q: Why isn't the donation prompt appearing on my CFD?**

A: Confirm that the **Zone Tip** (suggested tips) setting is enabled for the zone. The CFD donation prompt currently requires this setting to be active. Also confirm that your location has the feature enabled via your Account Manager.


**Q: Does this work with the QR open tab flow?**

A: Not yet. The Donation Prompt is currently available in the QR non-open tab flow, POS Guest Pay, and CFD only. Open tab QR support is planned for a future release.


**Q: Can guests enter a custom donation amount?**

A: Not at this time. Guests choose from the pre-set amounts configured in the option group, or select No Thanks. Custom amount entry and round-up options are on the roadmap.


**Q: My location is on legacy options — can I use this feature?**

A: No. The Donation Prompt requires New Options. Contact your Account Manager to discuss the migration path.