Customer Dashboard
Marketing
What recipient groups can I choose from in the "To" selector?
The **Select Contacts** window groups options into categories: - **Plan Group Active** – All Users With Active Subscription, All Users With Paused...
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What shortkeys (merge fields) are available and how are they filled in?
The **@ Shortkeys** dropdown (on Compose, Templates and Sequences) inserts one of these placeholders at the cursor: - **Company Name**, **Company Phone**,...
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What statistics can I see for a sent campaign?
Open a campaign from the **Sent** (or Outbox) tab. It opens on **Stats overview** with a sub-navigation: **Stats overview**, **View email**, **Links...
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Orders
What refund options exist on the order page?
In **Quick Actions** (shown for orders that are Paid or Partial Refund): - **Refunds $X** — shown when the order has a...
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What settings change what is shown on the order page?
- **Business: Cart > Checkouts View Page: Show Subtotals** (default Yes) — shows a *Total* on each module section header. - **Business:...
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Real Time Ordering
Website
What SEO does a blog post get automatically?
Every post uses its **SEO Title**/**SEO Description** (or, if blank, the post title) for the page metadata and its **Social image** (or...
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What templates can I choose when creating a page, and what is "DIY"?
The template list shows every page layout available to your site: Sprwt's built-in templates for pages, any **(Client Custom)** templates built for...
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What Testimonial / Reviews modules can I add to a page, and can I pull in live Trustpilot or Yelp reviews?
In **+ Add New Module**, the **Testimonials** category has five modules: - **Testimonial V1 / Testimonial V2** – up to 10 customer...
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Hr Tools
What should a basic staff member's profile include so they can only clock in and pick up shifts?
Create an Employee Profile with just **Sign Up for Shift Requests** (for Available Shifts) and no other Employees-group permissions, then assign it...
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What task statuses exist and do they change automatically?
A task can be **Active**, **In Progress**, **Completed**, **Past Due** or **Canceled**. The status is set manually in the task window (or...
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Users
What shows up on the "Failed Login Logs" tab?
Every failed-password login attempt against an existing account — email attempted, failure reason, IP address, user agent, and when. Attempts against emails...
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What's on the "Orders & Payments" tab of a customer's profile?
Open the profile and stay on the default **Orders & Payments** tab (you need the "Edit Users" permission just to open a...
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Catering & Proposals
What sort orders are available when printing labels?
**Customer Name**, **Meal Name**, **Checkout Number**, **Label Type** (Container, Pickup, Delivery), **Delivery Route 1/2/3, or pickup location A/B/C**, and **Ordering System** (Chef...
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What views and filters does the calendar have?
There are three tabs at the top right: **Monthly**, **Weekly** and **Daily**. Use the left/right arrows to move one month, week or...
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Pos
What statuses can a checkout have?
**Unpaid** (0), **Paid** (1), **Total Refund** (2), **Pending Authentication** (3 — e.g. a Stripe 3-D Secure payment awaiting confirmation), **Partial Refund** (4),...
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What's different about "POS Shopping List By Supplier"?
Identical ingredient math to the plain Shopping List report, but grouped by **Supplier** instead of by ingredient category (with a "No supplier"...
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