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Overview

Every customer is different. Knead lets you store allergy information, dietary restrictions, and personal preferences on each client profile so the details follow the order from inbox to oven.

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Adding Notes to a Client Profile

  1. Tap Clients in the main navigation.
  2. Tap the client’s name to open their profile.
  3. Find the Notes section.
  4. Type your note and save.
Notes are free-text, so you can record anything useful. A few examples:
  • “Prefers less sweet frosting”
  • “Always orders for Saturday pickup”
  • “Referred by Sarah M.”
  • “Loved the lemon bars — wants them for every birthday”
Pro tip: Add notes right after a conversation or delivery while the details are fresh. Future-you will appreciate it.

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Tracking Allergies and Dietary Restrictions

Allergy tracking gets its own dedicated section on the client profile, separate from general notes. This ensures allergy info is always visible and never buried.
  1. Open the client’s profile.
  2. Find the Allergies & Dietary Restrictions section.
  3. Add each allergy or restriction (for example, “tree nuts,” “gluten-free,” “dairy-free”).
  4. Save the profile.
You can add multiple allergies to a single client. Each one is stored as a distinct tag for easy scanning.
Good to know: Allergy information is provided by your customers and stored as a reference. Always confirm allergies directly with your customer before fulfilling an order.

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How Allergy Info Appears on Orders

When a client with allergy flags places an order, those flags travel with the order through your workflow.
  • Order detail view — Allergy tags appear near the top of the order so you see them before you start baking.
  • The Pass — Items for clients with allergies display a visible warning flag. This catches your attention during production.
  • Invoice — Allergy info does not appear on invoices or customer-facing documents. It is for your eyes only.
This means you do not need to memorize which customers have restrictions. The information surfaces where you need it most.

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Recording Preferences

Beyond allergies, you can track any preference that helps you deliver a better experience. Common preferences to record:
  • Flavor favorites — “Always wants chocolate over vanilla”
  • Decoration style — “Prefers minimal frosting, no fondant”
  • Packaging — “Needs individually wrapped for school events”
  • Communication — “Prefers text over email for pickup reminders”
  • Past feedback — “Said the caramel was too soft last time”
Store these in the Notes section of the client profile. When the same customer orders again, review their notes before you start.

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Using Notes and Allergies Together

The best client profiles combine both features:
  1. Allergies section — Hard facts. Nut allergy. Gluten intolerance. These are safety-critical.
  2. Notes section — Soft preferences. Favorite flavors. Past feedback. Delivery instructions.
Keeping them separate means allergy flags get the urgent visibility they need, while preference notes stay available without cluttering the safety information.
Pro tip: When a customer mentions an allergy in a message or on The Board, add it to their profile right away. Do not rely on remembering it for the next order.
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