Kitchen
Catering & Proposals
How do Custom Meals (Custom Meal Builder) work inside a proposal?
If you have the Custom Meal Builder module and **Proposals: Show Custom Meals in Events** is Yes, a **Custom Meals** card appears....
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How do customers add labor and equipment when ordering catering online?
When **Show Labor & Equipment on Catering Ordering** is turned on (Catering > Settings > Catering Online Ordering tab > Customer Experience),...
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How do customers reserve a venue when ordering catering online?
When the Venues module is on and **Allow Venues** is Yes, the Catering Online Ordering page starts with **1. Do you want...
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How do I actually export the data (Excel/CSV), and can I still print individual labels from here?
The results table has a DataTables export toolbar with **Copy**, **CSV**, **Excel**, **PDF**, and **Print** buttons for the whole list. Separately, each...
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Admin Dashboard
Marketing
How do customers enter a coupon or gift card code on the website?
On the cart's confirmation step, logged-in customers see the **Add Promo or Giftcard Code** section with an "Add promo code" box and...
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How do customers opt in to SMS, and how do I make the SMS consent box appear at registration?
In **Client Config > Business: Website**, add **Optin SMS** to **Fields to ask on Register** (it is included by default) — the...
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How do customers unsubscribe, and what happens when they do?
Every marketing email is sent with the provider's **subscription tracking** enabled. Designer emails should include the **Footer** module, whose *Unsubscribe Text* and...
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How do I activate Email Marketing for the first time?
Activation has two parts: 1. **Choose a plan** at Marketing > Email > **Billing** (/admin/marketingcampaigns/billing). Even the **Free** plan (150 emails/month) is...
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Settings & Configuration
How do customers reorder a custom meal they built before?
With **CMB: Reorder on Customer Checkout** at **Yes** (default), the customer's order page shows a **Reorder** button on the whole Custom Meal...
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How do customers reorder a previous By The Pounds order?
Keep **BTP: Reorder on Customer Checkout** at **Yes** (default). The customer's order page then shows a **Reorder** button on the By The...
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How do customers reorder a previous catering order?
With **Catering: Reorder on Customer Checkout** at **Yes** (default), the catering section of a customer's order page shows a **Reorder** button for...
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How do I add a banner image at the top of the View Menu page?
Upload a file in **View Menu: Header Image** (Theme > Navigation). The public View Menu page (`/currentmenu`) then shows that picture as...
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How do I add a call-to-action button at the bottom of the View Menu page?
In Theme > **View Menu**: 1. Set **Show CTA button on View Menu page** to **Yes**. 2. Enter **CTA Button Text** (e.g....
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Delivery
Hr Tools
How do employees sign up for an open shift?
Employees go to **HR Tools > HR > Available Shifts** (also reachable from the Dashboard's **Pick up a shift** card or the...
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How do I add a break rule?
1. Go to **HR Tools > HR > Settings** and click **+ Add Rule**. 2. Fill in **Trigger after** (hours worked, e.g....
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