Add a client

Click Add client on the Clients page. It's a two-step wizard:

1. Their details. Name, household size (packages size themselves to it), dietary needs, delivery address, phone. Only name is strictly required — you can fill in the rest later.
2. Their authorization. Service type, cap, dates — you can also skip this and add it later from their page.

The done screen has one button: Place their first order. That's the natural next step, and it takes about a minute.

Dietary needs matter here

Whatever you record — kosher, gluten-free, allergies — quietly filters every future order screen so unsuitable food simply never appears. Set it once, forget it. See How dietary needs work.