Getting a Menu Approved

Once the menu is settled, you send it to the client to sign off. They see the full menu on a page of their own, and either approve it or ask for changes with a note explaining what they want. Their answer comes back onto the catering order.

This is separate from menu selection, where the client is choosing dishes. Approval is the step after: the menu is decided, and you want it agreed in writing before the kitchen builds a prep plan around it.

Sending it

On the catering order's Menu tab, find Menu Approval and choose Send to Client. They get an email with a link to a page showing the menu as it stands — sections, dishes, descriptions and dietary flags — with nothing to fill in beyond their decision.

The panel tracks where things stand:

When they answer

Approved stamps the time and the order is settled.

Revision Requested stores their note and shows it on the order under Client Revision Notes — their words, not a summary. You also get a notification saying which it was, so nobody has to keep checking the page.

Either way the answer is recorded before anything is confirmed to them, so a response that fails to save cannot leave you believing a menu was approved when it was not.

After changes

Adjust the menu, then use Send Updated Menu to ask again. An approval link is one decision: once a client has approved, that link will not take another answer, so a second sign-off means a fresh send.

Who can do this

Sending an approval and reading the response need manage access to catering orders — owner, manager and kitchen manager by default. Roles without it will not see the Menu Approval panel.