Orders
All orders submitted through the site, oldest first.
🟢 Live — checking for new orders every minute.
| Time | Customer | Items | Delivery Date | Delivery Address | Notes | Status |
|---|
Kitchen / Cook List
Every order for the day combined into one bake list — how many of each bagel to make, total.
Pick a date above to build the cook list.
Take Phone Order
For orders called in — this drops straight into Orders and the Route Planner just like a website order. Cash / check is collected on delivery up to $50 — larger orders must be paid by card here.
Route Planner
Finds the shortest round trip for your driver — shop to every stop and back — no matter how many orders are on the list for the day. Tap "Open in Google Maps" for turn-by-turn driving directions in that order.
Shows every order for the day in planned driving order — Pending and Preparing included, not just Ready/Completed — so you can see the route and decide on driver count before anything's marked Ready. Updates live as new orders come in.
Drivers for This Day
Every day starts with one driver running both lists: the regular loop route, plus the timed deliveries as pit stops they hit at the right times. Only split if you need a second driver — do it before they leave the kitchen. Each driver picks their route on the Ready for Delivery page once stops are marked Ready.
Stop Order
Pick a date above to build a route.
Tap any leg's distance to open turn-by-turn directions for just that stretch — more reliable than one giant multi-stop link, which Google Maps can silently truncate on longer routes.
Ready for Delivery
The driver's worklist — orders marked "Ready" in Orders show up here in the best driving order. Tap a stop's button once it's dropped off; it moves down into Delivered below.
Stops Left
Pick a date above.
Completed Deliveries
Every delivered order lands here automatically the moment it's marked delivered — nothing for staff to do. Still counts toward sales; this is just where to look one up later.
💵 Refunds
Pick a date range above.
🎁 Store Credits
Credits given instead of refunds. Customers use them by entering their phone number on the order form and unlocking with a code emailed to the address below; on phone orders they're applied automatically. They never expire.
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Pick a date range above.
No Sell List
People the shop has been asked not to sell to. This never blocks or cancels an order automatically — it only flags a matching order in red on the Orders tab so staff can decide how to handle it.
Add to No Sell List
Fill in whatever you have — only one field (name, phone, email, or address) is required. Family contact info and reason are optional and are never used to flag an order themselves.
Current List
No one on the list yet.
No Sell Order Log
Every time a matching order actually came in and staff handled it — a running record of how often this happens.
| Date | Client | Order | Matched On | Action | Notes | Handled By |
|---|
Client Notes
A standing reference for repeat clients with a preference worth remembering (e.g. Russ always wants caraway seeds added). Nothing here shows on the order form or to any customer — it's just for staff to check while taking a call. It never auto-attaches to an order; add the note to that specific order yourself from the Orders tab when it comes in.
Add a Client Note
Fill in whatever you have — only one field (name, phone, or email) is required.
Standing Client Notes
No client notes yet.
Analytics & Sales Reports
Revenue is counted when it's actually collected — card/PayPal orders count immediately, cash orders count once marked Delivered. Tips are shown separately and never counted toward sales.
Cottage Food Annual Cap
Florida cottage food operations are capped at $250,000/yr in sales. Tracked for the current calendar year, independent of the date range below.
Legal is the number that counts toward the cottage cap (money by charge date). Delivery Day regroups everything by when it actually went out, for checking a day's deliveries against what came in.
Pick a date range above.
Website Traffic & Order Steps
Pick a date range above.
Repeat Customers
Matched by phone number across every order ever placed (refunded orders left out), so this includes orders from before website tracking started.
Share Links (track where visitors come from)
Use these links when you post the site somewhere. Each one is tagged, so visits from it show up under that name in "Where visitors come from" above. They all open the normal order page.
By Payment Method
Card Tips by Driver
Who delivered it is recorded at Mark Delivered — attributes each card tip to whichever driver actually earned it. Orders delivered before a multi-driver split existed show under "Main Route".
Bagels Sold
Revenue Over Time
| Period | Orders | Bagel Sales | Delivery Fees | Total Sales | Tips |
|---|
Order Ledger
Every order in the range above, one row each — spot-check any single order instead of trusting only the totals. "Charged" differs from "Delivered" flags exactly the orders responsible for the Legal/Delivery Day gap.
| Customer | Delivered | Charged | Method | Bagels | Fee | Tip | Total |
|---|
Route Cash Log (owner-only)
Every Start/End Route, including voided/undone ones with the reason given — nothing here is ever deleted, only marked voided, so a pattern of undo-and-redo to hide a shortage stays visible.
| Date | Driver | Started With | Should Return | Actual Counted | Diff | Status |
|---|
Branding & Content
Edit anything on the public site. Changes go live for every visitor as soon as you save.
Business Identity
Change the placeholder name once your final business name is ready.
Timed Delivery Hours
When customers can book a timed delivery. “Until” is when every delivery has to be done, so the last time offered is 30 minutes before it. Click Save Changes at the bottom to put it live.
Hero Section
The big headline visitors see first. HTML tags like <em> are allowed in the headline for italics.
Our Story
Full text shown in the "Our Story" section. Blank lines create paragraph breaks.
Site Photos
Swap any photo currently on the site. Uploads go live as soon as you pick a file — no need to click Save for the photo itself, but captions still need Save Changes below.
Shown in the top nav bar and site footer. No caption — just the mark itself.
The large photo next to the headline at the top of the site.
The photo next to the "Our Story" text.
Future Products
Ideas we're thinking about adding. Customers see the visible ones in a Hole Lotta Ideas section (linked from the top bar of the site) and can join each idea's Round Table (name, phone, email) separately. Only staff can see who joined. These are not on the order form — to actually start selling one, add it in Menu Editor (you can limit it to certain weekdays there).
Add an Idea
Ideas & Interest
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Inventory
Ingredients and toppings on hand. − when one's opened or used up, + when you buy more. Whatever's above 0 shows as 1 open and the rest as backup stock.
Dough
Flavors
Paper Goods
Add Item
Promote
Get the word out in a few taps: ready-made posts, a printable flyer, an "order again" email to past customers, and friend referrals. Every link here is tagged, so Analytics shows where new orders come from.
Ready-to-post captions
Pick where you're posting. Tap Write with AI for a brand-new post every time, or Another idea for a ready-made one. Both use your live menu, so flavors and minimums are always current. Then Copy and paste it into the app (add a photo!). Edit the text first if you like.
Check AI status
The AI writer tries Google Gemini first, then NVIDIA, then Cerebras if one is busy or over its free daily limit. All of them get the same menu facts and rules.
Printable flyer
One page with your photo, flavors, delivery area, phone number and a QR code that opens the order page. Scans are counted as "Flyer / QR code" in Analytics. Good spots: community boards, coffee shops, gyms, churches, HOA clubhouses.
Google Business Profile
In Google Business Profile, set your Website to the link below, so Analytics counts visits from Google Maps and Search. Then get your "Ask for reviews" link (Google Business Profile → Read reviews → Get more reviews) and paste it here. It's added to the "Order again" email.
"Order again" email
Emails every past customer who gave an email address at checkout. Each email has an Unsubscribe link, and anyone who unsubscribes is skipped automatically. Once every week or two is plenty.
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Send automatically
"Once a month" sends on the first of your chosen day each month (e.g. the first Thursday). Saving also saves the subject and message above as the automatic email. With AI on, it's replaced by a fresh one the day before (you'll get the preview); if the AI can't write one, this saved one goes out.
Recent sends
Unsubscribed (0)
People who clicked Unsubscribe in one of these emails. They're skipped automatically and still get order confirmations.
Friend referrals
Every customer gets a share link on their order confirmation and confirmation email. When a brand-new customer orders with it and that order is marked delivered, the person who shared it gets 6 free mini bagels added to their next order (their flavor pick, or Plain). Each new customer can only count once, and someone ordering from an address or phone/email we've already delivered to doesn't count.
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Staff
Everyone who works here, their role, and — for drivers — which route they run. Once a driver's assigned a route here, their name replaces "Driver 1" / "Timed Delivery" on Route Planner, Ready for Delivery, and Analytics.
Staff List
Add Staff Member
Only one driver most days — that's fine, just assign them Main Route (and Timed Delivery too, in a second row, if they cover both). Add Driver 1/2/3 once you're splitting routes across more than one driver.
Subscriptions
Recurring bagel orders. PayPal auto-charges each cycle and a new delivery order appears in Orders automatically. Cancel here to stop future charges.