How can we help you?

Reports

How do I add, remove or rearrange the cards on the Order Metrics dashboard?

Each of the Meal Prep, Catering and Retail sections has its own buttons: - **+ Add** opens the **Add Metric Cards** pop-up...

Few readers

Customer Dashboard

How do I apply a coupon code?

On the Delivery/Confirm step of checkout, enter it in the **"Add Promo or Giftcard Code"** box and click **Apply Code**. If it...

Few readers

Orders

How do I apply a coupon to a Checkout As order?

Either in the cart panel's **Coupons** row (pencil icon) or on the payment page under **Coupons > Edit**, the **Add Coupon** panel...

Few readers

Catering & Proposals

How do I apply a layout template to a specific proposal?

1. Open the proposal and go to its **Visual Proposal Builder**. 2. In the left panel click the **Templates** tab; templates are...

Few readers

How do I assign a category and a time to the meals on a proposal?

When you add a meal to a proposal via **Select Meals**, the **Available Portions** pop-up has a **Choose which event category** dropdown...

Few readers

How do I assign tasks for an event to my staff or to the customer?

The **Tasks** tab has two tables. **Employees Tasks** – click **Add**, enter a title, pick one or more employees, a due date/time,...

Few readers

How do I attach a contract to a proposal and require a signature?

Open the proposal's **Docs & Contract** tab. In the **Contracts** card choose a template under **Select A Contract**, switch on **Require signature**...

Few readers

Kitchen

How do I apply a preset menu to a delivery date?

1. Open the menu page (Meal Prep, Catering, POS, Real Time, In Store, Wholesale or Retail) and select the date. 2. Click...

Few readers

How do I assign a container to a meal or portion size?

Containers with usage *Meal only* or *Both* appear in two places: as **Default Container Type** on a portion size (Settings > Kitchen...

Few readers

How do I attach an add-on group to a meal?

Open the meal, find the **POS Addons** multi-select (next to Primary Category, under Categories) and choose one or more groups, then **Save**....

Few readers

Subscriptions

How do I apply a recurring coupon to a subscription so the discount applies on every renewal?

1. Create the coupon under Marketing > Coupons with the option to apply it to the subscription rate enabled; it must be...

Few readers

How do I ask customers for a Membership ID when they register?

1. Go to **Client Config > Business: Website**. 2. In **Fields to ask on Register** tick **Membership ID**. 3. To make it...

Few readers

Settings & Configuration

How do I ask new customers 'How did you hear about us?' at registration?

**Tab:** Marketing > Website. Three settings (global only): 1. **Register: Show How did you hear about us question** – Yes / No...

Few readers

Pos

How do I assign a meal to a specific POS Category?

Open the meal in **Admin > Meals**, edit it, and (when the POS module is on) use the **Primary Category** dropdown to...

Few readers

How do I attach a customer to a POS order?

Open the customer picker (from the checkout screen's customer area or the navigation menu > **Customers**). From there you can: - **Search**...

Few readers

Users

How do I assign a role to a user?

On the user's edit page, in the roles section of the sidebar card, set **Global User Role** (or leave it at "No...

Few readers

Delivery

How do I assign containers to a bag type?

In the **Containers** card of the bag form (visible once the bag type has been saved at least once): 1. Pick a...

Few readers

Hr Tools

How do I assign job roles and hourly rates to an employee?

On the employee page, under **Roles**: 1. Click **+ Add Role**. 2. Pick a **Job Role** (or "No assigned role") and type...

Few readers

Retail

How do I assign or remove a wholesale location on a customer account?

Open the customer under **Users**, scroll to the **Wholesale Settings** card (visible when the wholesale module is on and wholesale-flagged locations exist...

Few readers

Marketing

How do I attach my SMS number to the messaging service (step 3)?

Once the campaign is **VERIFIED**, the tab **3 - Add a New SMS Number to use for Composing Messages** appears. It lists...

Few readers