Soupy knowledge base
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Practical guides for the people running the place.
Find a workflow, understand a setting, or get unstuck.
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All guides · 36 guides
Getting started
Understand Soupy, choose your workspace and find the right help.
- 2 min read
Product and operating model
How Groups, businesses, Sites, Spaces and Brands fit together.
Read guide - 3 min read
Getting into the right workspace
Sign in, navigate Soupy and choose the workplace for your work.
Read guide - 4 min read
Access and permission behaviour
Understand access, invite people and enable products for a business.
Read guide - 2 min read
Website knowledge base
Browse help, search for an answer and move between related articles.
Read guide
Customers & sales
Bookings, tickets, menus, payments and customer relationships.
- 22 min read
Ticketing, Events and Series
Create events, sell tickets, manage admission and serve ticket buyers.
Read guide - 8 min read
Bookings, resources and private events
Manage reservations, bookable resources, private events and guest service.
Read guide - 3 min read
Menus, PDF import and pre-orders
Build and publish menus, import PDFs and collect guest choices.
Read guide - 5 min read
Shared Add-ons
Offer extras, explain seller charges and fulfil or refund a purchase.
Read guide - 4 min read
Orders, Payments, refunds and financial evidence
Read payment state, configure fees and manage supported refunds.
Read guide - 5 min read
CRM, audiences, campaigns and customer journeys
Serve customers and manage audiences, campaigns and automated journeys.
Read guide - 2 min read
Loyalty
Set up loyalty programmes and help members earn and redeem rewards.
Read guide - 2 min read
Passes and the Soupy Wallet
Issue passes and understand the customer Wallet and mobile credentials.
Read guide - 4 min read
Talent
Plan engagements, coordinate representatives and manage talent commitments.
Read guide - 2 min read
Sport
Browse broadcast listings and plan venue screenings, subject to availability.
Read guide
People & work
People, shifts, conversations, tasks and agreements.
- 2 min read
Contracts and private signing
Prepare agreements, issue private invitations and follow signing progress.
Read guide - 3 min read
People
Maintain people and employment records, contracts and reviews.
Read guide - 4 min read
Rotas and attendance
Prepare shifts, manage availability and review clocking and attendance.
Read guide - 4 min read
Messages, knowledge and training
Work in team conversations and share knowledge, files and learning.
Read guide - 3 min read
Tasks, checklists and My Work
Track tasks and checklists and find personal follow-ups in My Work.
Read guide
Venue operations
Run your venue, equipment, stock, purchasing and displays.
- 3 min read
Maintenance
Report faults, triage work and coordinate contractors and spending.
Read guide - 2 min read
Asset Management
Track assets, tags, custody and inspections with permission controls.
Read guide - 3 min read
Lost & Found
Record found items, review claims and arrange payment and return.
Read guide - 5 min read
Purchasing, suppliers and the product catalogue
Manage suppliers, compare products, place orders and review invoices.
Read guide - 2 min read
Stock
Manage counts, transfers, waste and stock valuation and traceability.
Read guide - 2 min read
Production
Maintain recipes and batches, review costing and publish allergen information.
Read guide - 4 min read
EPOS and food ordering
Connect tills and manage supported food ordering and dispatch workflows.
Read guide - 4 min read
Displays
Design and schedule screen content, with preview and device availability boundaries.
Read guide
Assistant & connections
Assistant, Inbox, automation and connected services.
- 4 min read
Assistant
Ask permission-aware questions and review supported Event and Booking proposals.
Read guide - 3 min read
External agents and published services
Understand staff agent connections and business participation in customer services.
Read guide - 6 min read
Inbox and Forms
Connect mailboxes, read and reply to conversations and review form submissions.
Read guide - 2 min read
Automation
Configure available recipes and follow approvals, outcomes and recovery.
Read guide - 3 min read
Communications and provider connections
Build structured emails, configure senders and read delivery outcomes.
Read guide - 3 min read
Integrations, webhooks, evidence and insights
Understand provider ownership, webhooks, audit evidence and reports.
Read guide
Settings & apps
Places, websites, privacy and Soupy across devices.
- 2 min read
Shared settings and Places
Manage business identity and the Sites and Spaces where you operate.
Read guide - 3 min read
Websites, public routes and privacy
Publish branded content and understand customer routes and privacy requests.
Read guide - 4 min read
Native mobile and desktop
Understand native work areas, offline behaviour, updates and desktop differences.
Read guide