Chef AntyO admin
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New sign-ups
People who picked this week’s menu on the website and want to start. Adding them creates their portal account, sets up their plan, saves the dishes they chose as their first order, and emails them a link to set a password.
Client tracker
Everyone you have talked to — leads, events and meal prep, both brands, in one list. A record starts at the first enquiry. It turns Active when you give them a portal login, and On hold when something they owe is more than a week past due.
Client record
Add an invoice
What a client sees in their portal. Amounts in plain dollars — 180 or 180.50, no dollar sign.
All invoices
Newest first. Mark one paid the moment the money lands — that is what lifts a delivery hold.
Incoming orders
What clients have picked for the week, newest first. This is your shopping list.