Combined all restaurant settings into a single drawer. This simplified onboarding and stopped users from asking managers for help.
New clients often started filling out the restaurant setup form but abandoned it midway, then reached out to account managers for help. This pattern surfaced through manager feedback and repeated observations during onboarding calls — the same steps kept causing drop-off. There's no hard data on exactly how far clients got on their own or how much the new flow improved completion, but the pattern was consistent enough across multiple onboardings to act on.
Before designing the widgets, I explored high-level layout mechanics to consolidate the scattered settings. The goal was to find a standard, reusable pattern that would speed up development and make configuration fast. I mapped out three conceptual approaches:
Full-page form: Handles massive amounts of data, but feels too heavy for quick, frequent edits.
Vertical Accordion: Works well for linear onboarding, but forces unnecessary scrolling when jumping between unrelated sections (e.g., from Location to Hours).
Slide-out Drawer (Selected): Keeps the main restaurant list visible in the background. It allows for quick, isolated edits without a page reload and naturally separates different contexts using tabs. The drawer layout was chosen together with the product manager, based on prior experience with similar B2B configuration flows — it wasn't user-tested before release.
I moved the scattered inputs from the legacy full-page form into a unified right-side drawer. To keep the panel compact and prevent vertical bloat, I organized the configurations into four clear tabs: General, Location, Hours, and Payments. This structured the data logically and allowed users to manage settings quickly without losing their operational context.
My initial design used individual day-toggles. While visually interesting, it was too heavy and took up excessive vertical space. In B2B dashboards, efficiency beats trendy UI. I replaced the tags with a standard multi-select dropdown, condensing the schedule into a single line and freeing up space for the pre-order logic below.
The 4-tab drawer architecture simplified the onboarding flow and made the configuration process predictable.
Condensed the layout by replacing bulky day-toggles with a single-line multi-select dropdown.
Eliminated full-page redirects, keeping users in their workspace during quick edits.
The narrow side-drawer structure naturally adapts to mobile screens without breaking the layout.