Getting started
Set up your agency in three steps
A brand-new workspace shows a three-step checklist on This Week. Each step takes about a minute.
- Add your first client. Name, household size, dietary needs, delivery address. See Add a client.
- Enter their authorization. Service type, dollar amount, dates — the app fills in your Lead Entity's defaults. See Add an authorization.
- Place their first order. Pick the food; the app keeps you inside the cap. See Place an order.
The checklist ticks itself off and disappears when you're done — after that, This Week becomes your working home screen.
Have a client list already?
Don't type them one by one — import your whole client list from a spreadsheet in one go.
That's the whole setup. That used to take you how long?