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Client Account Management

Client Account Management

Onboard, offboard, and communicate with your food businesses

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12 articles in this collection
Written by Gnomes

Help your client log-in

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Written by Gnomes
Updated over a week ago

Add kitchen and client Documents

The system will track all documents that are soon to expire, so you don't have to.
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Written by Gnomes
Updated over a week ago
Onboarding New Clients

Add a New Client to Your Kitchen

Quickly create accounts for your food business clients
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Written by Gnomes
Updated over a week ago

How do I navigate my Prospects tab?

Everything you need to know about how to navigate your Prospects tab
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Written by Gnomes
Updated over a week ago

How do I set up a new food business to join my kitchen?

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Written by Gnomes
Updated over a week ago

How can I set a custom hourly rate for a client?

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Written by Gnomes
Updated over a week ago

How can I set up a Client that pays nothing but can use the booking system?

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Written by Gnomes
Updated over a week ago

What are custom report fields?

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Written by Gnomes
Updated over a week ago
Auto Approved Clients

What does the “Automatically Approve Bookings” setting do?

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Written by Gnomes
Updated over a week ago
Client Accounts

What happens when a Client is set to "inactive"?

How to inactivate or delete a client
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Written by Gnomes
Updated over a week ago
Communication and Notifications

How do I message a kitchen or food business?

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Written by Gnomes
Updated over a week ago

Can a Kitchen Administrator send announcements to all Clients?

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Written by Gnomes
Updated over a week ago