Marketing
Which permissions control who can see or edit coupons?
Two role permissions govern coupons: - **List Coupons's** — required to see the Coupons menu entry and the coupon list. - **Edit...
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Which permissions control who can use Email Marketing?
The role permissions are grouped under **Marketing Campaigns** in the user-role editor: - **Marketing Campaign Billing** – see the Billing page and...
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Which settings configure the gift card page?
In Client Config, tab **Marketing: Giftcards**: - **Values (Separated by '|' Ex: 10.20|20|30 )** — the amounts offered as buttons (zero/invalid entries...
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Accounting
Real Time Ordering
Which pickup points can a customer choose for a Real Time order?
A pickup point is offered for a Real Time order on a given date if **any** of these is turned on for...
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Which refund methods are offered in the KDS cancel modal?
The **Refund Method** dropdown always has **No refund**, plus: - **Digital Wallet** — offered when the order belongs to a registered customer...
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Sprwt
Hr Tools
Catering & Proposals
Which portion sizes can I choose for a meal on a proposal?
The **Available Portions** dialog lists the meal's default portion plus every portion size enabled on that meal, grouped by portion type. With...
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Which proposal behaviours can I change in Catering > Settings > Proposals tab?
The **Proposals** tab groups the switches: - **Delivery Methods on Events**: *Allow Pickups*, *Allow Delivery*, *Allow Venues*. - **Display Options**: *Show Meals...
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Which proposals count as 'booked' when checking venue conflicts?
Only proposals whose status is in **Event Status to Include** (Catering > Settings > Proposals tab > Reports) block a venue. The...
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Which scheduled jobs (crons) does the proposals feature rely on?
Four background jobs run on the server to power proposal automation: (1) **mark proposals past due** — sets Past Due on unpaid/partially-paid...
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Website
Which role permissions control the website/CMS features?
When you edit a staff role (**Users > Roles**), these permissions apply: - **List Pages** / **Edit Pages** (group *Business Settings*) –...
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Which settings control the site-wide SEO name and description?
In **Settings > Business: Website** set **Website SEO Name** (used as the site name in titles, the sitemap/manifest and structured data) and...
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Retail
Reports
Which sales reports need a plan upgrade or the Business Intel. Unlocker?
The following reports show an upgrade page instead of data unless your account is on the **Base, Pro or Enterprise** plan or...
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Which settings change what the cooking reports display?
- **Theme: Kitchen › System Unit Weight (Metric vs Imperial)** – drives the *Conversion* column (Kg/L vs Lb/gal families). - **Theme: Kitchen...
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Which settings control label colours and the logo used on labels?
Under Client Config **Business: Labels**: **Company Labels Logo** (a separate logo just for labels; if empty the main company logo is used),...
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