Website
How do I add a CMS page to the header or footer menu?
Two ways: 1. **Quick (Theme: Navigation)** — put the page address (`pages/`) into **Custom Link 1** (or 2), give it a **Custom...
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How do I add a module (block/section) to a DIY page?
1. Open the page. In the default list view every module on the page is shown as a card. 2. Click **+...
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Customer Dashboard
How do I add a credit/debit card to my account?
On **My Profile**, under **My Cards**, click **Add new Card**, enter the card number, expiration date and CVC in the secure Stripe...
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How do I add a family member to my account?
On **Members** (`/subscriptionmembers`), open **Add member** — this is a short wizard: 1. **User Details** — First Name, Last Name, and (only...
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Catering & Proposals
Real Time Ordering
Accounting
How do I add a keyword rule to a category?
1. Go to **Accounting > Chart of Accounts** and find the category (for example *Purchases - Food & Beverage*). 2. Click the...
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How do I add a manual transaction (an expense or income entry)?
1. Go to **Accounting > Transactions** and click **+ Add Transaction** (or use *Create New > Transaction* on the dashboard). 2. In...
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How do I add a new account (category) to the Chart of Accounts?
1. Go to **Accounting > Chart of Accounts**. 2. Click **+ Add a New Account** at the top right, or click **Add...
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Kitchen
Users
How do I add a member to a customer's account?
1. Open the parent customer's profile > **Members** tab. 2. Click **Add Member** and search/select the user to add. 3. Configure their...
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How do I add a new customer or staff account?
1. Go to **Clients > Users** and click **Add User** (top right). 2. Fill in First Name, Last Name and Email (required)...
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How do I add a new referral source?
1. Go to **Registration Referrals** and click **Add Referral**. 2. Enter a **Name** (e.g. "Google Search"). 3. Leave **Is Active?** checked so...
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Subscriptions
How do I add a missing delivery date to a subscription?
The usual way is **Skip This Day** with **Create new day?** ticked on an existing open day, which appends a new date...
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How do I add a new cancel or pause reason?
1. Go to **Cancel/Pause Funnel Reasons** and click **Add new** (`/admin/subscriptionreasons/add`). 2. Enter the **Reason Name** (required; e.g. "Too expensive"). 3. Under...
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How do I add a paid extra (à la carte) meal to a customer's subscription day?
On an open delivery date, each day of the date has an **Add à la carte meal (Day N · paid extra)**...
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Admin Dashboard
Delivery
How do I add a new state?
1. Go to **Settings > Delivery Settings > States** and click **Add new** (or open `/admin/states/0`). 2. Fill in **State** (name), **Abbreviation**...
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How do I add a pickup location?
1. Make sure at least one **State** exists (otherwise a *States Missing* pop-up sends you to **Create a state**). 2. Go to...
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