One of the key features of Foodee Plus is the Meal Plan. The Meal Plan feature allows customers to schedule recurring deliveries and curate restaurant selections based on team preference profiles.
Get your team to use the ordering portal
Before planning an order, you will want to set up your Members to set up an ordering profile with Foodee. This will allow your team to place their own orders each week and have individual control to receive deadline notifications.
To get started with adding People:
Navigate to the Company tab in the top navigation bar.
Click on the People tab in the side-bar navigation, here you will be shown those who are ready to order with Foodee.
Click into Invite Members and a pop-up window will appear. You will be prompted to enter the emails of all the members you would like to add to the organization - multiple emails can be entered into the text bar.
To remove members from the organization, simply click the gear icon to the right side of each members name to Remove From Organization
Once members are set up, their dashboard will look like this:
Create a new Meal Plan
On the Plan page, select Weekly Plans in the side navigation bar. From here you can select Create Another Weekly Plan.
Select Schedule Some Meals - this button may not show up if it is too late to schedule meals for the week you are on. Select a different week further in the future from the drop down calendar.
You can then begin to input meals within the plan by selecting a square on a day
Adjusting and approving restaurant selections
Before Members can begin ordering on their dashboard, you first need to approve the restaurant selection. You have the ability to approve an individual meal, the day or the entire week on the planner.
If you want to change the restaurant selection prior to approval there are three options:
For a new restaurant recommendation on a specific meal click the refresh icon
For new restaurant recommendations for the week click the Recommend New Restaurants button in the bottom left hand corner
If you want to browse the available restaurants with Foodee click the magnifying glass icon
Modify an existing Meal Plan
On the Plan page, select Weekly Plans in the side navigation bar. From here you can select an existing plan you want to modify.
If you want to modify an existing Meal Plan, simply click the plan you want to modify and you will be presented with this screen:
Note: Be sure to click Save within each setting and Update Plan Template to apply the changes to the existing plan
How do I add extra days to our weekly recurring orders?
Select a square on a day you want to place orders for. A pop-up window will appear where you can adjust the details of the order. You will be asked to specify whether the order is a single order or part of the recurring plan.
How do I adjust the dietary preferences of a meal plan?
Each meal plan has a settings template that is used to customize future orders. Within those settings are the dietary preferences. These are the steps to adjust those dietary preferences of a given meal plan.
Before following the how-to guide, navigate to your Meal Plan and click Dietary Preferences in the sidebar.
Add dietary preferences to a meal plan
In the Dietary Preferences in the sidebar, click Add Group to add a dietary group. A dietary group is any number of users who have the same dietary preferences as each other.
Select the relevant dietary preference group you'd like to add and then press done. In this example, a group of 4 vegetarians is being added.
All added dietary groups will appear in the list once they have been added.
Note: If users have specific dietary or allergen requirements, users have the ability to include dietary/allergen notes when they add their meal to an order.
Update the number of people to an existing dietary preferences
In the Dietary Preferences in the sidebar, click in the dietary group you would like to edit. For instance, the dietary group Vegetarian
This will show how many people are currently considered in this dietary group. In this example, the vegetarian dietary group currently consists of 4 people. Input the desired number that the dietary group applies to.
Simply click Done, and these settings will be saved.
Temporarily deactivate existing dietary preferences in a meal plan
In the Dietary Preferences in the sidebar when you add a group to a meal plan’s dietary preferences, the box beside the group will be checked by default. This means that the group is activated as a dietary preference.
If you would like to temporarily deactivate one of the groups, simply uncheck the box beside it. This might be because the people that the dietary group applies to are away on vacation, or are temporarily part of a different meal plan.
Permanently remove a dietary preference from a meal plan
In the Dietary Preferences in the sidebar Click into the dietary group you would like to delete. For instance, the dietary group Vegetarian.
To remove this group from your meal plan’s dietary preferences, click the Delete button.
Note: To confirm the dietary group has been successfully removed, you will no longer be able to see it in the meal plans’ list of dietary preferences
How do I manage Teams and Guests?
Foodee Plus customers have the ability to create teams within their Foodee account. This feature is especially useful when setting up different Meal Plans for different teams in the same company.
Navigate to the Company tab in the top navigation bar
Click Team Profiles on the left hand side of the page
Select Add Team where a popup will appear to add a new team name
Click into each team’s name where you will have the option to Add Users
Note: to add users to a team, they will need to have set up their Foodee profile successfully