Marketing
What does the "Receive Email?" toggle on a contact do?
**Receive Email?** records whether the contact has consented to marketing emails. When it is off, the contact is skipped by every campaign...
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What does the "Redirect SMS?" option on a call-forwarding number do?
It is intended to forward texts that arrive on the number as a new SMS (prefixed with the sender's number) so you...
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What does the "Review & Confirm" window show, and why is the CONFIRM button sometimes missing?
The window summarises the campaign: **Recipients** (unique phone numbers after exclusions), **Total Cost** (recipients × message parts × rate), **Balance After**, the...
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What does the "Save as Template" toggle do, and why don't all my campaign designs appear in the Templates list?
Every campaign and every flow email has its own design, but the **Templates** page only lists designs that have **Save as Template**...
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Customer Dashboard
What does the "Reorder" option on a delivery date do?
When the business has the Subscription Reorder feature on, it works per weekday of your plan (e.g. every Monday you deliver), not...
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What does the "Select random meals" / "Swap all meals" button actually do?
It fills all of the current selection slots for you automatically, respecting your saved allergens/dislikes and your "My Preferences" diet-category filter —...
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What does the A la Carte quantity/item minimum mean and why can't I check out yet?
A la Carte can require a minimum dollar amount (**"A la Cart: Amount ($) Minimum Value (excluding tax)"**) and/or a minimum item...
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Delivery
What does the "Root Customer" link in the Customer Sync table open?
It opens that customer's (or pickup location's) record in the **Root Planner dashboard** in a new tab — the customer edit page...
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What does the "Tax Percentage (-1 to use the state tax)" field on a zip code do?
It overrides the state's default tax rate for orders delivered to this zip code. Leave it at **-1** (the default) to inherit...
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What does the "TTR:" line under a zip code's tax mean?
When a state uses the TTR tax system, the **Tax (%)** column on the Delivery Rates page shows an extra line for...
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Users
What does the "Select Wholesale Location" field on a customer's profile do?
It's a multi-select of your wholesale/retail pickup locations, shown as its own **Wholesale Settings** card on the customer's profile page (above the...
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What does the "Validate Email" button on a customer's profile do?
It appears only on a customer who hasn't yet confirmed their verification email (and only while the "Disable Email Validation Security" setting...
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Subscriptions
What does the "Show to Customer" toggle on a price row do?
Each price row has a **Show to Customer** switch. Turning it off hides that *days × meals* combination from the customer subscription...
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What does the "Weeks" field mean?
**Weeks** is the length of one billing cycle: the number of weeks of deliveries a customer pays for each time. A value...
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Kitchen
Catering & Proposals
What does the "Today's Menu" card do?
It's a large call-to-action card (shown only when the Catering module is on) that opens the Catering Menu builder for the same...
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What does the Account Receivable Report show?
**Catering > Reports > Account Receivable Report** (/admin/events/accountsreceivable) lists the events that still owe you money. Choose **Begin** and **End** dates (event...
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