Merchant meeting guide · Merchant app · 43 screens
From signup to payout — every merchant flow
Plan less, Feast more.
Complete kitchen workspace: onboarding, Today action queue, Pipeline, quote builder, Scan menu (hero), packages, Ops, Business analytics & Stripe Connect payouts, growth, reviews, compliance, SLA. Shell tabs: Today · Pipeline · Catalog · Ops · Business.
Hero: Scan menu
Photograph a printed menu → on-device OCR for dishes & prices → optional AI structure → review → publish. Fastest path to a sellable catalog. Jump: Scan menu.
Acquire & auth
For Merchants landing
No monthly fee, CAD direct deposit, scan menu, growth tools. CTA → create vendor account.
iPhone · For Merchants
Merchant login
OTP-first auth; role routes to Today.
iPhone · Login
Vendor signup
Business name, contact, city, service-mode toggles that seed onboarding.
iPhone · Signup
OTP
Verify email/phone before onboarding.
iPhone · OTP
Onboarding
Onboarding hub
Gap checklist + progress %. Soft unlock when name + mode + location done. Submit for admin review → pending_review.
iPhone · Onboarding hub
Business profile
Story, photos, contacts hosts will see on your storefront.
iPhone · Business profile
Service modes
Pickup, delivery, live on-site, event space — what you offer.
iPhone · Service modes
Location basics
Kitchen / HQ location for matching and service areas.
iPhone · Location
Compliance start
Certificates and insurance path into the compliance vault.
iPhone · Compliance start
Today & pipeline
Today — what needs me now
KPI strip (open, expiring, quotes sent, reviews) + action queue + setup progress.
iPhone · Today
Pipeline — Inquiry → Quote → Booking → Fulfillment
One list for every deal. Filter chips + search. Tap → detail / quote builder.
iPhone · Pipeline
Inquiries filter
Just-arrived structured briefs waiting for a response.
iPhone · Inquiries
Inquiry detail
Date, guests, cuisine, budget, dietary. Send quote · Ask clarifying Q · Decline with reason. Time-left / SLA visible.
iPhone · Inquiry detail
Quote workspace
Line items from catalog, qty, unit price, fees, deposit %, templates. Message customer in-thread.
iPhone · Quote workspace
Orders / bookings
Locked-in bookings through prep and event day.
iPhone · Orders
Booking detail
Deep booking view from pipeline — status, contact, fulfillment.
iPhone · Booking detail
Catalog — Scan menu is the hero
Catalog hub
Packages · Scan · Items · Margins · Templates. Phone shows Packages + Scan primary; More for the rest.
iPhone · Catalog
Menu items
Dish-level inventory — name, photo, dietary, base price — after scan or manual add.
iPhone · Items
Margins & health
Margin snapshots; edit prices in package edit when needed.
iPhone · Margins
Quote templates
Reusable pricing for common event types — speed up Quote workspace.
iPhone · Templates
Packages list
Bundled offers hosts see on your profile — publish state matters for instant book.
iPhone · Packages
Create package
Build a new package from items / courses.
iPhone · Create package
Edit package / option groups
Courses, option groups, add-ons hosts customize in the builder.
iPhone · Edit package
Package pricing
Per-guest and tier pricing for the package.
iPhone · Package pricing
Ops
Ops hub
Availability, areas, venues, team, POS — how you fulfill.
iPhone · Ops
Availability calendar
Caps, blackouts — respected by quote / book engine.
iPhone · Availability
Service areas
Delivery zones, fees, free-delivery thresholds.
iPhone · Service areas
Venues
Event-space inventory when you offer spaces.
iPhone · Venues
Team
Invite Owner / Chef / Coordinator / Driver roles.
iPhone · Team
POS sync
Connect Square / Toast / Clover / Lightspeed for menu + order sync.
iPhone · POS
Business & growth
Business overview
KPI tiles and how the kitchen is performing.
iPhone · Business overview
Analytics
Funnel: views → inquiries → quotes → bookings; revenue by mode.
iPhone · Analytics
Payouts — Stripe Connect CAD
Schedule + history: gross, fees, net CAD, status. Direct deposit to your bank.
iPhone · Payouts
Pricing rules
Per-guest mins, surge, dietary upcharges, mode fees.
iPhone · Pricing rules
Subscription / plan
Feature tiers; upgrade when ready (no consumer monthly sub required to list).
iPhone · Subscription
Growth tools
Nudges, early-booking discounts, vendor referrals.
iPhone · Growth
Reviews inbox
Reply to host reviews from completed events.
iPhone · Reviews
Settings
Setup progress, deep editors, legal links, account controls.
iPhone · Settings
Plan checkout
Stripe checkout for plan upgrade / add-ons.
iPhone · Plan checkout
Trust & ops extras
Compliance vault
Food-safety certificates, insurance docs for admin review.
iPhone · Compliance
Dietary capabilities
Tags hosts filter on — allergens, cuisine constraints.
iPhone · Dietary
Response SLA
Target response times so inquiries don’t go cold.
iPhone · SLA
Pair with the host journey
Show how inquiries and bookings are created on the customer side.