Reports
Where do bags come from – do I have to create them in the report?
No. Bags are created automatically at checkout from your **Bag Types** (each with its capacity, return fee, not-returnable flag, weight and dimensions);...
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Where do I change which elements appear on each label type?
Click **Edit label settings** at the top of the Labels page (it jumps to the Labels group in Client Config) or open...
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Subscriptions
Where do customers and staff actually see the reasons, and how do I turn the reason step on or off?
Two Client Config settings on the **Order: Subscription** tab control the step: **Show Subscription Cancel Reasons** and **Show Subscription Pause Reasons** (both...
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Where do customers manage their members?
A logged-in customer who is not themselves a member sees a **Members** link in their dashboard menu (URL /subscriptionmembers). The page is...
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Where do I find and manage my customers' subscriptions in the admin panel?
Go to **Clients > Subscriptions** (`/admin/subscriptions`). You must have a kitchen location selected (the page sends you back to the Dashboard otherwise)...
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Marketing
Where do customers find the "Invite a friend" option, and what does the popup contain?
With **Allow Refer a Friend** = Yes, logged-in customers see an **Invite your Friends** banner on their profile page; with **Show Invite...
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Where do I find Email Marketing in the admin panel?
Open the left menu and go to **Marketing > Email**. The sub-menu contains **Dashboard**, **Campaigns**, **Flows**, **Tracking**, **Templates**, **Lists**, **Contacts**, **Billing** and...
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Real Time Ordering
Catering & Proposals
Where do I build the catering menu for a specific day?
**Catering Menu** in the left admin menu. Pick a date on the page's calendar (defaults to the next open date for your...
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Where do I edit the wording and layout of a contract, and can I reuse it across proposals?
Contract wording lives in the contract **template** (`/admin/events/contracts` > open the template). Edit its text modules there; changes apply to every proposal...
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Where do I find all the catering reports?
Left admin menu, under the **Catering** group, submenu **Reports**: Inventory List, Meals Report, Cooking Report, Sub-Recipe Report, Menu Breakdown Report, Catering Labels...
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Where do I find Catering Online Ordering in the admin menu?
Once the **Catering** module is enabled, a **Catering** group appears in the left admin menu (labeled **Events** instead if you only have...
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Retail
Delivery
Users
Where do I create or manage staff/admin roles?
Go to **Settings > Business Settings > Users Roles** in the left admin menu (`/admin/usersprofiles`), or go there directly by URL if...
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Where do I edit a customer's shipping/delivery address?
Open the **Preferences** tab and click **Edit** on the **Shipping Address** card. You can set Street Address, Apt/Unit/Suite, City, State (which also...
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Settings & Configuration
Where do I enter integration keys (Klaviyo, reCAPTCHA, Google Translate, Trustpilot, Yelp, Hotjar, Facebook)?
Those keys are managed on the dedicated **Integrations** page (`/admin/integrations`), where each integration has its own card and settings modal. The **Integrations**...
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Where do I enter my company name, address, phone and website, and where are they used?
**Tab:** Marketing > Website (the *Business: Website* tab). Text settings that can each be overridden per kitchen (reseller): **Company Name**, **Company Main...
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