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Client Account Management
Client Account Management
Onboard, offboard, and communicate with your food businesses
By Gnomes
1 author
20 articles
Help your client log-in
How to handle a dispute
Onboarding New Clients
Add Clients & Prospects to Your Kitchen
How do I manage my Prospects?
How do I set up a new food business to join my kitchen?
How can I set a custom hourly or percentage rate for a client?
How can I set up a Client that pays nothing but can use the booking system?
What is Custom Reporting?
Set up and use Onboarding Flows
Onboarding Flows: Getting Started
Onboarding Flows: How to Use it
Onboarding Flows: Example Checklist
Onboarding Flows: What is it?
Can I use Onboarding Flows for more than new clients?
Auto Approved Clients
What does the “Automatically Approve Bookings” setting do?
Client Accounts
What happens when a Client is set to "inactive"?
What does a food business account look like?
Add kitchen and client Documents
Communication and Notifications
Can a Kitchen Administrator send announcements to all Clients?
How can I message my clients?
Formatting guide for Messaging