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Marketing

How do I edit an integration's settings?

1. Go to **Marketing > Integrations** and click a card's action button (usually **Edit integration**; a few cards show a different label...

How do I edit or delete contacts?

On Marketing > Email > **Contacts** click a contact's **#ID** or **Edit** to change its **Name**, **Email Contact** or **Receive Email?** toggle,...

How do I email everyone who has a delivery or pickup tomorrow (or on a specific date)?

In the **Send to** picker open the **Deliveries** or **Pickup** category. You will find ready-made entries for *yesterday*, *today*, *tomorrow* and the...

How do I enable and configure TTR Tax for a kitchen?

1. In Client Config, on the **Business: Cart** tab, set **Enable Custom Tax Calculation Systems** to *Yes* for the kitchen (it is...

Sprwt

How do I edit my Cancel/Pause Funnel Options

With Sprwt you can ask customers to answer why they are canceling or pausing a subscription and learn from the feedback. To...

How do I edit the links in my Header Nav Bar and Footer

With Sprwt you can control the links in your navigation bar and footer. To get started go to your admin dashboard >...

Payments & Billing

How do I edit my Stripe business information (name, website, support contact, statement descriptor, address)?

1. Go to **Stripe > Account Settings** and click **Edit Account Information** on the Account Information panel (this button only appears once...

Hr Tools

How do I edit or delete a task, and why won't the edit window load?

In the **Actions** column click the pencil to open **Edit Task** (change title, assignees, due date, reminder, status, proposal, description, then **Save...

How do I edit or move a shift?

Click the shift block on the calendar. The **Edit Shift** window opens with the employee and date locked; you can change the...

How do I edit, cancel or delete an open shift request?

Click the pencil in the request's **Actions** column to change the role, date, time or notes and **Save** (editing does not re-send...

Customer Dashboard

How do I edit or remove items from my cart?

Each module's cart section supports clearing the whole module for a date, clearing a whole date-less module, or removing specific items by...

Website

How do I edit the content and style of a module?

Click the module card (or the pencil icon when hovering it, also available on top of the Live edit preview). The **Edit...

Support & Account

How do I edit the Payment details, Your business details and Your branding fields in the wizard?

These sub-steps show a table of settings. Click a value (or **Click to set**) to edit it inline: text fields open a...

Subscriptions

How do I edit the portion mix of an existing Custom price row, and what are the rules?

Click the dashed text in the **Portions** column of the row. The pop-up (its title literally reads "Edit categoryportions" in the current...

Delivery

How do I edit the price, tax or county of a zip code quickly without opening the form?

On the Delivery Rates list every value in the **County**, **Price**, **Tax (%)** and **Allow To?** columns is a click-to-edit field. Click...

Reports

How do I email a purchase order to a supplier from the shopping list?

1. Make sure the supplier has an **email** on its record (Kitchen › Suppliers) – the button only appears for suppliers with...

Kitchen

How do I email a purchase order to a supplier?

1. Make sure the supplier has an **Email** set (Settings > Kitchen Settings > Suppliers); only suppliers with an email get a...

How do I enable ingredient stock tracking?

Ingredient stock is available on the **Base, Pro or Enterprise** plan, or on lower plans with the **Ingredients Stock** module. Once enabled,...

Settings & Configuration

How do I enable or disable an ordering module (e.g. turn Packs on)?

Ordering modules are switched on and off through the account-level **Modules to configure** list, not from the Order tabs. That list is...

How do I enable the 'recent sales' social-proof popup?

Set **Show Recent Sales Popup** (Marketing > Hub) to **Yes**. Public pages then show a small toast in the corner every 15,...