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Hr Tools

How do I see who signed up and assign the shift to one of them?

On **Open Shifts**, the **Signups** column shows "n signed up". Click it to open **Employees Signed Up**, listing **Employee, Email, Signed Up**...

Users

How do I see who's been blocked trying to register?

The **Recent blocked signups** section on the Signup Allowlist page lists the last 50 blocked attempts — when, email, name, which rule...

How do I send a text message to a customer from their profile?

Click **Send Message** near the top of their profile (disabled if you have no SMS numbers configured or the customer has no...

Subscriptions

How do I select or change the meals for a customer's delivery date from the admin panel?

1. Open the subscription and click the date in the **Subscription Dates** strip. 2. In the meals table click **Add ** /...

Orders

How do I select the customer in Checkout As?

Click the customer row in the cart panel (it reads **Guest Checkout** by default) to open the **Add Customer** modal: - Type...

Kitchen

How do I sell an ingredient By the Pound?

With the **By the Pound** module, the ingredient form shows a section titled with your By the Pound name. Enter **Price per...

How do I set or change the supplier of an ingredient?

There are three ways: (1) on the ingredient form choose **Supplier Default** (and optionally add a **Supplier IDs** row for that supplier...

Marketing

How do I send a one-off SMS campaign to a group of customers?

1. Go to **Marketing > SMS > Compose**. 2. Pick the **From** number. 3. Click the **+** in **To** and choose one...

How do I send a text to one customer?

Either: - Open **Marketing > SMS > Chat**, click the customer in the left list, type the message in **Write your message**,...

How do I send an SMS from a flow, and why is the SMS block disabled?

Add an **SMS** block and fill **Name***, **Sms number from*** (one of your active SMS numbers) and **Content**. The content box supports...

Catering & Proposals

How do I send a proposal to the customer?

1. Save the proposal, then click **Send Proposal** in the right column. 2. If no contract is attached you'll see **No Contracts...

How do I set a minimum order quantity for a catering meal?

There are two related minimum-quantity settings on a Meal Recipe's pricing table (Catering tab), and they're enforced differently: 1. **The default catering...

Settings & Configuration

How do I send customers to a specific page after they register or log in?

**Tab:** Marketing > Website (the *Business: Website* tab). Two text settings (global only), each taking a full URL or a site path:...

How do I set a minimum number of items or a minimum amount for A la Carte, Catering, Grab & Go or Realtime orders?

**Tab:** Business > Cart. Each ordering module that is active on your account gets two rows (global only): - **: Item Minimum...

How do I set an overall cart minimum order amount?

**Tab:** Business > Cart. Use the four **Cart:** settings together (global only): 1. **Cart: Amount Minimum Value (include delivery fee & exclude...

How do I set my website's SEO title, description and keywords?

**Tab:** Marketing > Website (the *Business: Website* tab). Three text settings, global only: - **Website SEO Name** – used as the site...

Pos

How do I set a Starting Delivery Date for a POS order?

At the top of the Checkout screen, tap the current delivery date shown under **Starting Delivery Date** to open the date picker...

Customer Dashboard

How do I set foods I dislike (not an allergy, just a preference)?

Same pattern as allergens: on **My Profile**, under **Select your dislikes**, click **Edit**, toggle each disliked ingredient, and **Save**. Dislikes and allergens...

Support & Account

How do I set my kitchen's delivery days and order cutoff in the wizard?

In **Business settings** the **Kitchen Location** task hosts the real Kitchen Locations list: open your kitchen (or **+ Add new**) and set...

How do I set my live domain on the Go Live page?

The first time you open the page it shows only **Step 1 – Setup your Domain**. Under **Add your Live Domain** type...