For kitchens that have prospects to add to The Food Corridor, simply send your unique sign-up link to them so they can create their account by Clicking "Invite Client" at the top of your Clients tab to copy the link.
Follow the steps below to manually add each client:
1. Click "Invite Client" at the top of your Clients tab to copy your kitchen's unique sign-up link.
2. Open a new internet browser where you are not logged in to your kitchen's Food Corridor account (recommended for ease), OR log out of your kitchen's Food Corridor account.
3. Paste the copied link into your browser, fill out the fields, and click Create My Account. Remember the username and password you created for them.
4. Fill out the required information on the next page.
5. Go back to your kitchen account (or log out of the prospect account and log back into your kitchen account). You will now see a red dot notification next to the Prospects tab. The prospect will be displayed here.
Tip: If you need to switch back and forth between the prospect account and your kitchen account, it's helpful to use two different browsers.
6. Click Approve on the new prospect from your Prospects tab and select their billing plan.
7. Make any other setting changes by editing information in their Client Profile and then adding the appropriate storage and/or fees to their account.
8. Communicate the username and password to your new prospect, along with the log-in link https://app.thefoodcorridor.com/en/login.
Instruct them to add their payment method, change their password in their Account Settings, and complete their profile.
Share this getting started video tutorial with them to help them get onboarded onto the platform.
Once they add their payment method, they can begin booking space on your calendars!
9. Need an onboarding process for your new prospects? Onboarding Flows allows you to create custom checklists for prospects to work through actions necessary for onboarding to your kitchen. With Onboarding Flows, you can assign things like adding a payment method, changing their password, or even paying a deposit so they can get started in your kitchen.