Personal Profile SettingsSetting up your personal profile in SOUS includes adding your name, phone number, profile picture and timezone in SOUS.
Business Profile SettingsThis article provides information on how to configure your business profile in SOUS & this includes the following:
- Adding your Business Information
- Setting up your Team
- Setting up your Products/Services
- Configuring your Invoice Policy
- Opening a Merchant Account with Nuvei
ConnectivityThe Connected Apps section within the SOUS serves as a critical component of the initial configuration process. Within this section, we provide step-by-step instructions for performing three essential SOUS integrations.
These primary integrations are outlined below:
- Email ConnectivityConfiguring email connectivity within SOUS enables you to seamlessly send menus and invoices to your clients.You will find dedicated tiles for each of these providers on the "Connected Apps" page. Additionally, for email service providers like Zoho Mail, Proton Mail, and others not listed, there is a designated "Other Email" tile.Each tile is hyperlinked to a knowledge article providing instructions on how to configure the respective email service.The following list of email service providers is linked with our comprehensive knowledge articles detailing the configuration process.
Simply click on the respective email service provider to initiate the configuration:
- Installing your Inquiry Form
This Integration ensures that inquiries received through your website seamlessly appear in your SOUS account as "New Inquiries" and automatically creates the contact & details.
To enable this functionality, kindly click the below link for instructions on installing your custom form into your website to capture those inquiries directly within SOUS.
Click here for Installation Instructions.
- Calendar Integration
As you may be aware, SOUS features an integrated calendar that displays your current and past appointments.
Nevertheless, we understand that it would be more convenient for users to access their upcoming events through the calendar platforms they commonly use, such as Google Calendar, Outlook, etc.
To facilitate this, SOUS offers the capability to synchronize your SOUS calendar with these external calendars using a dedicated 'Shared Calendar' URL available within the SOUS application.
Click here for step-by-step guidance on connecting your SOUS calendar to other calendar services.
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Clients (CRM)The Contacts or Client Relationship Management (CRM) Database allows you to record all the data that will help you maintain a positive, productive relationship with your leads and clients and helps you provide them with the best experience possible.
Click the "+"icon to create a client and start capturing useful data about your new lead or client while talking to them.To update an existing client, simply click the 3 horizontal dots (ellipsis) next to the name and select Modify or Details (for a comprehensive view) and to Delete a client, choose Delete from the sub-menu.
Importing clients is easy. Click the 3 vertical dots and select Import Clients to pull in 10's or 100's of clients using a CSV file export from another CRM database provider.
Client InfoTo access client information, simply click on their name or the three horizontal dots (ellipsis) located next to the name in Clients page and choose the "Details" option.
This action will direct you to the "Client Info" screen, where you can find a wealth of client-related data and details.
View or enter your clients information and optionally Add Alternate Contacts (executive assistants, event planners, etc). Click the "+" button to add a New Event or New Appointment . View recent events, appointments, payments, and notifications of when your clients approve a menu or pay an invoice, all from their profile.
This section provides information of all past and ongoing events with a particular client.
Provides information of all the transactions for the particular client along with option to view the invoices.
Provides details of all past and ongoing consultation call events for the particular client.
Provides information of all notifications like menu card approval etc. done by particular client.
Events/Event TrackerThe event tracker serves as an ideal companion, presenting a comprehensive list of events and inquiries within your SOUS account. Simply click on the horizontal ellipsis to exert greater control over an event. This includes accessing additional details, sending event information to clients and team members, canceling events, skipping the current stage, and marking events as "Not Booked" or "Cancelled," among other options.SOUS additionally provides great feature for searching and filtering events.Event SearchThe search functionality in SOUS assists users in finding a client or event. In the following example, entering "J" yields a list of two events starting with "J."You can also search for a client's name, which will display all events associated with that specific client.Event FiltersThe Event tracker provides a diverse range of filtering options to help SOUS users identify the necessary steps for progressing to the next stage in a particular event.
There are 3 types of filtersStage FilterThis filter shows all events and inquiries using tiles for 6 different stages (Excluding Total).
- Consultation: Shows all new inquiries where a consultation call needs to be scheduled.
- Send Menu: Displays all events where a menu needs to be sent to the client.
- Send Menu - Pending: Shows all events where a menu is sent but the client hasn't approved it yet.
- Request Deposit: Highlights all events where the deposit amount needs to be requested, and an invoice needs to be sent.
- Request Deposit - Pending: Lists all events where the deposit invoice is sent, but the client has not yet paid the amount.
- Scheduled: Essentially shows all events that are scheduled.
- Final Payment: Displays all events where the final amount needs to be requested, and an invoice needs to be sent.
- Final Payment- Pending: Lists all events where the final payment invoice is sent, but the client has not yet paid the amount.
- Get Review: Displays all events where the final payment is made; users can reach out to their clients for feedback. In the future, we will update this with an email feature so that you can send out feedback emails within SOUS.
- Total: Reveals the total number of events. Please note that this doesn't include New inquiries.Clicking on each tile, lists events for that particular stage.Example :Clicking on the "Send Menu" tile displays all events where a menu needs to be sent to a client or a list of clients.More FiltersIn addition to stage filters, SOUS provides supplementary filters to assist users in monitoring events that are marked as Not Booked, Cancelled, and Past Due (events with payments overdue).
Filter By Date
The Date Filter proves valuable for SOUS users by enabling them to find an event based on a specific date or a range of events within a designated date period, such as from the first day to the end of the month.Creating / Adding an Event
In the Event Tracker, press the Add Event button to initiate event creation. Provide a title, input the necessary details, and select Save to generate the event.
The Event Details screen enhances organizational efficiency by presenting comprehensive information, including the number of guests, event type, menu service style and type, allergies, and grocery details, ensuring a well-organized experience. The top progression system keeps SOUS users informed about the next action required for the event to advance to the next stage.From this screen, you also have the option to either cancel the event or mark it as completed by selecting the "Cancel Event" or "Mark Completed" buttons.MenusUpload your menu to the event, Select it and send to your client with a customized email template that includes an Approval button for an easy client experience.
Provides brief information of important actions for the particular event.
To view more Information, Click See More
Provides information of all the transactions for this event.To view more Information, Click See MoreTeamShare your event details with your team members. Select the team member and send invite to send a customized email template to your team about the event.
See and Edit the details of every Event, Appointment, and Task at any moment. Click an entry in your calendar to see the quick-view of your event. You can also connect and sync the calendar in SOUS to external calendars such as Google, Outlook, Apple, etc.Schedule Events, Tasks, and AppointmentsClick on the 3 vertical dots for More Options to create a Task or schedule Events and Appointments.
SOUS provides a streamlined invoicing process for effortless management. Begin by navigating to the "Event Details" screen, where you can initiate the invoicing process by selecting "Send Invoice." This action will lead you to the Invoice Details page, were users can seamlessly add or modify products or services by interacting with the "Item" field.Once you've finalized the invoice details, save the invoice and click "Send Invoice" to email the invoice to your client, utilizing a customized email template for easy online payment using Nuvei, our payment technology partner.
In case if the clients are using a different payment option like cash in hand, SOUS offers a Record Payment option.This is available in the Invoice Details screen, allowing users to record cash transactions quickly and easily.
This section in the Invoice Details page provides information of all transactions for the particular event.Discounting & Tip
SOUS also provides a Discount feature that allows you to offer discounts to your clients by percentage (%) or dollar amount ($). Additionally, you can request a "TIP" from your clients when generating the Final Invoice.
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Our Help Center is built solely to assist and aid you in two important ways:- Self-Service through the use of our growing Knowledge Center of FAQs, guides, tutorials, and videos that address common questions provides you the ability to find answers quickly and easily without the wait.- Access to support options such as chat, email support, or submitting a ticket for assistance from a LIVE person.
Is SOUS easy to use?Yes! We know chefs care about ease, so we’ve built SOUS to be as user-friendly as possible.Do I have to install anything?No! We created SOUS so you wouldn't have to have a whole I.T. department to run your business! Just login, start clicking, and you can build your business.What if I already use another CRM?That’s great! Import your clients in minutes and instantly bring everything together in one place.Are there any hidden fees?NO! You have unlimited usage of all current features within SOUS. We don’t even require your credit card for the free trial!What happens after my free trial ends?If you decide to continue using SOUS, as a thanks for being a beta member, you will be able to continue your access for only $39/mo - That’s 64% OFF! OR unlock even greater savings (plus bonuses) with an annual membership.How long are your contracts?There are NO long term contracts or commitments. You can use SOUS month to month, and cancel at any time you'd like!If I don't like SOUS, how do I cancel?Simply login to your account, click on your profile and select My Subscription, then click "cancel subscription". No need to call, email, or talk to anyone!If I cancel my SOUS account, will I lose my data?As with most "Software-As-A-Service" platforms, when you cancel your account, your data will become inaccessible, but don't worry, before canceling you have the opportunity to download CSV files of your clients.Who owns the data / information / clients?You do! Any clients or event information is 100% owned by you.