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How do I create a contract template?

1. Open `/admin/events/contracts` (Events Contracts Templates) and click **Add New**. 2. Enter a **Title** and draw **Your Signature** on the signature pad...

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How do I create a labor or equipment item?

1. Go to **Catering > Proposal Settings > Labor & Equipment** and click **Add New Expense**. 2. Optionally click the round image...

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How do I create a new customer account without leaving the proposal?

Click **Create New User** next to *Select Users*. Fill in **First Name**, **Last Name**, **Email** and **Phone** (all four are required —...

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How do I create a new event from a template?

1. Go to **Catering > Events** and click **Add New From Template** (next to **Add New From Scratch**). 2. A side panel...

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How do I create a coupon that permanently discounts a subscription's renewal price?

1. Create or edit a coupon and switch on **Apply Discount to Recurring Subscription Rate**. 2. **Type** must be **Amount in Cart...

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How do I create a coupon?

1. Go to **Marketing > Coupons** and click **Add Coupon** (or open `/admin/coupons/0`). 2. In **General**, enter a **Name** (internal label) and...

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How do I create a flow?

1. Go to Marketing > Email > **Flows** and click **+ Create Flow**. 2. Enter a **Flow name** (e.g. *Welcome Series*) and...

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How do I create a list and add customers or contacts to it?

1. Go to **Marketing > SMS > Contacts**, tab **Lists**, click **New List**, enter a **Name** and **Save**. 2. Open the list...

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How do I create a list and add people to it?

1. Go to Marketing > Email > **Lists** (the **Recipients** tab) and click **+ Add List**. Enter a **Name** and **Save**. 2....

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How do I create a new email template?

1. Go to Marketing > Email > **Templates** and click **+ Add New**. 2. Enter a **Title** and pick a **Starting Layout**...

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How do I create a Custom (portion-per-category) plan?

1. Make sure *Order: Subscription > Meal Plan: Portion Size per Category* is set to **Yes** (it is the default). 2. On...

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How do I create a Meal Pack?

1. Go to **Meal Packs** (`/admin/packs`) and click **Add new**. 2. **Pack details:** click the **Image** box to upload a picture; enter...

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How do I create a membership plan?

1. Go to **Marketing > Membership Plans**. 2. Click **+ Add Plan** (top right, or the **+ Add Plan** link in the...

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How do I create a delivery route?

1. Go to **Settings > Delivery Settings > Delivery Routes & Methods** and click **Add new Delivery Route**. 2. Enter a **Name**...

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How do I create a delivery rule?

1. Open `/admin/deliveryrules` and click **Add new**. 2. Enter a **Name** (required). 3. Tick the weekdays under **Allow on**. 4. Tick the...

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How do I Create a Hub

To use the Root Planner you need to create a hub that acts as your shipping station. You can have as many...

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How do I create a meal category and what does each field do?

Go to **Settings > Kitchen Settings > Meal Categories** and click the add button. - **Image** - optional picture for storefront category...

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How do I create a meal photo with AI?

On a saved meal click **Generate Meal Image with AI** above the main image box. Fill or accept **Dish Name**, **Ingredients Visible**,...

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How do I create a new customer account?

Go to **Sign Up** (`/register`) and fill in the form: 1. **First Name**, **Last Name** (if the business asks for them) 2....

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How do I create a new employee (staff member)?

1. Go to **HR Tools > Employees > Employees** and click **+ New Employee** (or open the new employee form directly). 2....

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