# Knead Help Center

## Docs

- [Cancellation and Data Export](https://help.kneadapp.co/account-and-billing/cancellation-and-data-export.md): Coming soon.
- [Knead Plans and Pricing](https://help.kneadapp.co/account-and-billing/knead-plans-and-pricing.md): Choose the right Knead plan for your home bakery — see what's included at each tier with no hidden fees.
- [Managing Your Subscription](https://help.kneadapp.co/account-and-billing/managing-your-subscription.md): Update your plan, payment method, or billing details.
- [Upgrading Your Plan](https://help.kneadapp.co/account-and-billing/upgrading-your-plan.md): Move to a higher plan to unlock more features for your bakery.
- [Setting Up Your Business Tax Identity](https://help.kneadapp.co/bookkeeping-and-taxes/business-tax-identity.md): Add your EIN and mailing address so 1099 and Schedule C worksheets are complete.
- [Contractors and 1099-NEC Forms](https://help.kneadapp.co/bookkeeping-and-taxes/contractors-and-1099s.md): Track contractor payments and generate 1099-NEC worksheets at year-end.
- [Expense Categories and Schedule C Mapping](https://help.kneadapp.co/bookkeeping-and-taxes/expense-categories-and-schedule-c.md): Map each expense category to its IRS Schedule C line for accurate tax reports.
- [Your Profit and Loss Report](https://help.kneadapp.co/bookkeeping-and-taxes/profit-and-loss-report.md): See your revenue, fees, and expenses for any period in one report.
- [The Schedule C Worksheet](https://help.kneadapp.co/bookkeeping-and-taxes/schedule-c-worksheet.md): A tax-time view of your income and expenses organized by IRS Schedule C line.
- [Snapping Receipts to Log Expenses](https://help.kneadapp.co/bookkeeping-and-taxes/snapping-receipts.md): Photograph a receipt and let Knead fill in the expense for you.
- [Tracking Business Expenses](https://help.kneadapp.co/bookkeeping-and-taxes/tracking-business-expenses.md): Log every business purchase in Knead so tax time isn't a scramble.
- [Tracking Mileage for Tax Deductions](https://help.kneadapp.co/bookkeeping-and-taxes/tracking-mileage.md): Log business trips and claim the IRS standard mileage deduction.
- [Building Your Starter Menu with AI](https://help.kneadapp.co/building-your-starter-menu-with-ai.md): Describe your bakery in a sentence and let Knead draft an editable starter menu during onboarding.
- [Blocking Off Dates and Unavailable Days](https://help.kneadapp.co/calendar-and-capacity/blocking-off-dates.md): Block dates on your calendar so customers cannot place orders for those days.
- [Can I Take This Order? — Checking Your Capacity](https://help.kneadapp.co/calendar-and-capacity/can-i-take-this-order.md): Use your capacity view to confidently accept or decline new orders — answer 'can I fit this in?' in seconds.
- [Setting Lead Time per Product](https://help.kneadapp.co/calendar-and-capacity/lead-time-per-product.md): Set how many days in advance each product needs to be ordered.
- [Setting Your Production Hours — Weekly Schedule Setup](https://help.kneadapp.co/calendar-and-capacity/setting-your-production-hours.md): Tell Knead when you bake so capacity calculations are accurate.
- [Understanding Sweet Spot — How Capacity Works](https://help.kneadapp.co/calendar-and-capacity/understanding-sweet-spot-capacity.md): Learn how Knead calculates your available baking capacity each day so you never overbook or turn away orders unnecessarily.
- [Using The Sweet Spot — Capacity Planning Calendar](https://help.kneadapp.co/calendar-and-capacity/using-the-sweet-spot.md): See your week at a glance and know if you have room for another cake order — capacity planning built for home bakers.
- [The What-If Toggle — Previewing Pending Orders](https://help.kneadapp.co/calendar-and-capacity/what-if-toggle.md): See what your calendar would look like if you accepted a pending order.
- [Canned Responses](https://help.kneadapp.co/communication/canned-responses.md): Save and reuse message templates for faster customer replies.
- [Connecting Gmail to Your Inbox](https://help.kneadapp.co/communication/connecting-gmail.md): Coming soon.
- [Customer Notification Emails](https://help.kneadapp.co/communication/customer-notification-emails.md): Understand what emails Knead sends to your customers and when.
- [Forwarding from Apple Mail — macOS & iCloud Setup](https://help.kneadapp.co/communication/forwarding-from-apple-mail.md): Step-by-step guide to forwarding customer emails from Apple Mail on your Mac or iCloud Mail to your Knead inbox.
- [Linking Conversations to Orders](https://help.kneadapp.co/communication/linking-conversations-to-orders.md): Connect inbox conversations to orders so context stays together.
- [Order Intent Detection — AI-Powered Inbox Intelligence](https://help.kneadapp.co/communication/order-intent-detection.md): Knead reads incoming messages and automatically detects delivery dates, products, quantities, and occasions — then tells you if you have capacity to take the order.
- [Setting Up Your Inbox — Customer Communication Hub](https://help.kneadapp.co/communication/setting-up-your-inbox.md): Your Knead inbox is ready to go the moment you sign up. Here's how to start receiving customer messages and make the most of it.
- [Creating Your First Product](https://help.kneadapp.co/creating-your-first-product.md): Add your first product to your catalog with pricing, variants, and a recipe.
- [Client Delivery Addresses](https://help.kneadapp.co/customers/client-delivery-addresses.md): Save delivery addresses for repeat customers.
- [Client Notes and Allergy Tracking](https://help.kneadapp.co/customers/client-notes-and-allergy-tracking.md): Keep track of allergies, preferences, and notes for each customer.
- [Client Tags](https://help.kneadapp.co/customers/client-tags.md): Tag clients to organize and filter your customer list.
- [Company and Corporate Clients](https://help.kneadapp.co/customers/company-and-corporate-clients.md): Group contacts under a company to track corporate orders and spending.
- [Importing Clients — Bulk Import from CSV or QuickBooks](https://help.kneadapp.co/customers/importing-clients.md): Import your client list from a spreadsheet or QuickBooks Online.
- [Priority Customers](https://help.kneadapp.co/customers/priority-customers.md): Star your most important companies so they stand out in your client list.
- [Tax-Exempt Clients](https://help.kneadapp.co/customers/tax-exempt-clients.md): Issue invoices without sales tax for wholesale, resale, or non-profit clients.
- [Your Client List](https://help.kneadapp.co/customers/your-client-list.md): View and manage all your bakery customers in one place — order history, contact info, and allergies at a glance.
- [Common Questions](https://help.kneadapp.co/faq-and-troubleshooting/common-questions.md): Answers to the questions home bakers and cottage food operators ask most about Knead.
- [Contact Support](https://help.kneadapp.co/faq-and-troubleshooting/contact-support.md): Get in touch with the Knead team for help.
- [Email Delivery Issues](https://help.kneadapp.co/faq-and-troubleshooting/email-delivery-issues.md): Troubleshoot emails that aren't reaching you or your customers.
- [Order Form Not Loading](https://help.kneadapp.co/faq-and-troubleshooting/order-form-not-loading.md): Fix issues with The Board not loading for your customers.
- [Payments Not Showing Up](https://help.kneadapp.co/faq-and-troubleshooting/payments-not-showing-up.md): Troubleshoot missing or delayed payments in your account.
- [Connecting QuickBooks Online](https://help.kneadapp.co/integrations-and-setup/connecting-quickbooks.md): Import your customer list from QuickBooks Online into Knead.
- [Connecting Stripe — Full Setup Guide](https://help.kneadapp.co/integrations-and-setup/connecting-stripe.md): Step-by-step guide to connecting your Stripe account for payment processing.
- [Customizing Your Brand Color](https://help.kneadapp.co/integrations-and-setup/customizing-your-brand-color.md): Set your accent color so The Board, emails, and quotes match your brand.
- [Customizing Your Public URL](https://help.kneadapp.co/integrations-and-setup/customizing-your-public-url.md): Change your Board's public link to match your bakery name.
- [Installing the Knead Mobile App](https://help.kneadapp.co/integrations-and-setup/installing-the-mobile-app.md): Install Knead on your phone so you can manage orders on the go.
- [Setting Your Labor Rate](https://help.kneadapp.co/integrations-and-setup/labor-rate.md): Set your hourly rate so Knead can calculate labor costs in recipes.
- [Magic Link and Google Sign-In](https://help.kneadapp.co/integrations-and-setup/magic-link-and-google-sign-in.md): Sign in without a password using a magic link or your Google account.
- [Order Number Prefix](https://help.kneadapp.co/integrations-and-setup/order-number-prefix.md): Add a custom prefix to your order numbers.
- [Managing Pickup Locations](https://help.kneadapp.co/integrations-and-setup/pickup-locations.md): Set up pickup locations so customers know where to collect their orders.
- [Prepayment Settings](https://help.kneadapp.co/integrations-and-setup/prepayment-settings.md): Require deposits or full payment before orders proceed.
- [Setting Up Email Forwarding](https://help.kneadapp.co/integrations-and-setup/setting-up-email-forwarding.md): Forward customer emails to your Knead inbox so everything lands in one place.
- [Setting Up Push Notifications](https://help.kneadapp.co/integrations-and-setup/setting-up-notifications.md): Get notified when new orders come in or payments are received.
- [Tax Settings](https://help.kneadapp.co/integrations-and-setup/tax-settings.md): Set your tax rate and customize the tax label on invoices.
- [Ingredient Auto-Depletion](https://help.kneadapp.co/inventory-and-pantry/ingredient-auto-depletion.md): Coming soon.
- [Ingredient Change History — Pricing & Inventory Audit Trail](https://help.kneadapp.co/inventory-and-pantry/ingredient-change-history.md): Track every change to ingredient pricing and inventory with a field-level audit trail.
- [Low-Stock Alerts](https://help.kneadapp.co/inventory-and-pantry/low-stock-alerts.md): Get alerted when ingredients drop below your set threshold.
- [Recording Purchases](https://help.kneadapp.co/inventory-and-pantry/recording-purchases.md): Coming soon.
- [Reference Ingredients — King Arthur Weight Conversions](https://help.kneadapp.co/inventory-and-pantry/reference-ingredients.md): Use King Arthur's ingredient weight chart for accurate volume-to-weight conversions.
- [Tracking Ingredients in The Pantry — Inventory Management](https://help.kneadapp.co/inventory-and-pantry/tracking-ingredients-in-the-pantry.md): Track your flour, sugar, butter, and every other ingredient so you always know what you have on hand and what it costs.
- [Setting Up Stripe (Payment Processing)](https://help.kneadapp.co/invoicing-and-payments/connecting-stripe.md): Connect Stripe so your home bakery customers can pay invoices online with a credit card or bank transfer.
- [Creating and Sending Invoices — Bakery Invoicing](https://help.kneadapp.co/invoicing-and-payments/creating-and-sending-invoices.md): Create a professional invoice for your home bakery order and send it to your customer in one tap.
- [Deposits and Partial Payments](https://help.kneadapp.co/invoicing-and-payments/deposits-and-partial-payments.md): Require a deposit upfront and collect the balance later.
- [Downloading Invoices and Quotes as PDF](https://help.kneadapp.co/invoicing-and-payments/downloading-invoices-and-quotes.md): Download professional PDF versions of your invoices and quotes.
- [Payment Reminders](https://help.kneadapp.co/invoicing-and-payments/payment-reminders.md): Set up automatic reminders so overdue invoices don't slip through the cracks.
- [Payout Schedule and History](https://help.kneadapp.co/invoicing-and-payments/payout-schedule-and-history.md): Choose when you get paid and track every payout.
- [Recording Manual Payments](https://help.kneadapp.co/invoicing-and-payments/recording-manual-payments.md): Log cash, check, or other payments that happen outside of Stripe.
- [The Jar — Earnings, Payments & Payout Tracking](https://help.kneadapp.co/invoicing-and-payments/the-jar.md): Track your earnings, view payment history, and monitor payouts all in one place.
- [Understanding Processing Fees](https://help.kneadapp.co/invoicing-and-payments/understanding-processing-fees.md): See how payment processing fees affect your payouts.
- [Quickstart](https://help.kneadapp.co/knead-help.md): Go from signup to your first order in under 5 minutes. Knead is the order management and capacity planning platform for home bakers, caterers, and food businesses.
- [Knead vs. Spreadsheets and DMs](https://help.kneadapp.co/knead-vs-spreadsheets-and-dms.md): If you're managing orders through texts, DMs, and Google Sheets, here's what changes when you switch to Knead.
- [Baker Notes on Orders](https://help.kneadapp.co/managing-orders/baker-notes-on-orders.md): Add private notes to any order that only you can see.
- [Converting Enquiries to Orders](https://help.kneadapp.co/managing-orders/converting-enquiries-to-orders.md): Turn an accepted enquiry into a confirmed order.
- [Creating Orders Manually](https://help.kneadapp.co/managing-orders/creating-orders-manually.md): Create an order yourself when a customer contacts you outside The Board.
- [Editing Order Line Items](https://help.kneadapp.co/managing-orders/editing-order-line-items.md): Change quantities, unit prices, and descriptions on an order — the total recomputes automatically.
- [Handling Cancellations and Order Changes](https://help.kneadapp.co/managing-orders/handling-cancellations-and-changes.md): Cancel orders or make changes after an order is confirmed.
- [How The Board Works — Online Order Form](https://help.kneadapp.co/managing-orders/how-the-board-works.md): Understand how your online order form lets customers browse products, choose options, and place orders for your home bakery.
- [Importing Historical Orders](https://help.kneadapp.co/managing-orders/importing-historical-orders.md): Bring past and in-progress orders into Knead from a spreadsheet without emailing your customers.
- [Order Statuses Explained](https://help.kneadapp.co/managing-orders/order-statuses-explained.md): Learn what each order status means — from enquiry to delivered — and how orders move through your home bakery workflow.
- [Reference Images on Orders](https://help.kneadapp.co/managing-orders/reference-images-on-orders.md): View design images your customers upload with their orders.
- [Reviewing and Accepting Enquiries](https://help.kneadapp.co/managing-orders/reviewing-and-accepting-enquiries.md): Review incoming enquiries and decide which orders to take.
- [Sending Quotes and Estimates](https://help.kneadapp.co/managing-orders/sending-quotes-and-estimates.md): Send your customer a quote before confirming an order.
- [Sharing Your Order Link — Getting Orders from Customers](https://help.kneadapp.co/managing-orders/sharing-your-order-link.md): Get your unique order form link and share it on Instagram, Facebook, or your website so customers can place bakery orders online.
- [Creating Production Templates](https://help.kneadapp.co/production/creating-production-templates.md): Build reusable checklist templates so your production days run smoothly.
- [Delivery and Pickup Coordination](https://help.kneadapp.co/production/delivery-and-pickup-coordination.md): Manage deliveries and pickups so every order reaches your customer.
- [Delivery Reminders](https://help.kneadapp.co/production/delivery-reminders.md): Send automatic reminders to customers before their delivery or pickup.
- [Missed Pickup Notifications](https://help.kneadapp.co/production/missed-pickup-notifications.md): Automatically notify customers who haven't picked up their ready order.
- [Ready-for-Pickup Notifications](https://help.kneadapp.co/production/ready-for-pickup-notifications.md): Automatically notify your customer when their order is ready to collect.
- [Recipe Phases and Production Timing](https://help.kneadapp.co/production/recipe-phases-and-production-timing.md): Break recipes into phases — prep, mix, bake, cool, decorate — so Knead can estimate how long each bakery order takes to produce.
- [Recipe Step Types: Active, Passive, and Equipment Time](https://help.kneadapp.co/production/recipe-step-types.md): Learn how active, passive, and equipment step types tell The Sweet Spot how to plan your real workload.
- [Scaling Constraints and Batch Limits](https://help.kneadapp.co/production/scaling-constraints.md): Set per-step scaling behavior and batch limits so Knead can tell you whether a big order actually fits.
- [Scaling Recipes](https://help.kneadapp.co/production/scaling-recipes.md): Scale ingredient quantities up or down for larger or smaller batches.
- [Using The Pass — Production Checklists for Bake Day](https://help.kneadapp.co/production/using-the-pass.md): Organize your baking day with production checklists that pull from your confirmed orders — never forget an item again.
- [Building Your Product Catalog](https://help.kneadapp.co/products-and-pricing/building-your-product-catalog.md): Add your cookies, cakes, breads, and other baked goods so customers can order from your full menu.
- [Cascading Price Changes](https://help.kneadapp.co/products-and-pricing/cascading-price-changes.md): Coming soon.
- [Duplicating Products, Recipes, and Orders](https://help.kneadapp.co/products-and-pricing/duplicating-records.md): Clone any product, recipe, order, quote, or ingredient to reuse your work instead of starting over.
- [Linking Recipes to Products](https://help.kneadapp.co/products-and-pricing/linking-recipes-to-products.md): Connect recipes to products so costs and production times flow automatically.
- [Paste & Go — Bulk Recipe Import from Text](https://help.kneadapp.co/products-and-pricing/paste-and-go-bulk-upload.md): Paste recipe text and let AI parse multiple recipes at once.
- [Price Ranges and Inquiry-Only Products](https://help.kneadapp.co/products-and-pricing/price-ranges-and-inquiry-only-products.md): Show automatic price ranges or hide pricing entirely for custom work that's quoted after design.
- [Recipe Costing with The Pantry — Know Your True Costs](https://help.kneadapp.co/products-and-pricing/recipe-costing-with-the-pantry.md): Calculate what each product costs you to bake — from flour to frosting — using real ingredient prices from your pantry.
- [Setting Prices and Understanding Margins — Bakery Pricing Guide](https://help.kneadapp.co/products-and-pricing/setting-prices-and-understanding-margins.md): Set product prices, calculate what each item costs to make, and see your profit margin — essential for pricing your baked goods.
- [Snap & Create — AI Recipe Import from Photos](https://help.kneadapp.co/products-and-pricing/snap-and-create.md): Turn a photo of a recipe into a digital recipe in The Pantry using AI.
- [Understanding Sell Units](https://help.kneadapp.co/products-and-pricing/understanding-sell-units.md): Learn how sell units like 'dozen' and 'each' affect pricing and ordering.
- [Options, Sizes, and Add-Ons](https://help.kneadapp.co/products-and-pricing/variants-sizes-and-add-ons.md): Set up product options like sizes and flavors, and offer extras like custom writing and fondant flowers.
- [Converting Quotes to Orders](https://help.kneadapp.co/quotes/converting-quotes-to-orders.md): Turn an approved quote into a confirmed order with one tap.
- [How Quote Approval Works](https://help.kneadapp.co/quotes/quote-approval-workflow.md): Send quotes for customer approval with a signature-ready link.
- [Quote Expiration and Follow-Up](https://help.kneadapp.co/quotes/quote-expiration-and-follow-up.md): Know when quotes go stale and follow up before you lose the order.
- [Quote Terms and Conditions](https://help.kneadapp.co/quotes/quote-terms-and-conditions.md): Set default terms that appear on every quote you send.
- [Revising and Versioning Quotes](https://help.kneadapp.co/quotes/revising-and-versioning-quotes.md): Update a quote and send the revised version to your customer.
- [Setting Up Your Bakery Profile](https://help.kneadapp.co/setting-up-your-bakery-profile.md): Complete your bakery profile so customers see your business name, location, and hours on your order form.
- [Sous Chef: Your AI Assistant](https://help.kneadapp.co/sous-chef-assistant.md): Ask Sous Chef anything about your bakery and let it take simple actions for you — always with your approval.
- [The Onboarding Wizard](https://help.kneadapp.co/the-onboarding-wizard.md): Get set up in minutes with the guided onboarding flow.
- [Understanding The Counter — Your Bakery Dashboard](https://help.kneadapp.co/understanding-the-counter.md): Navigate your dashboard to see what's coming up, what's new, and what needs your attention — your home bakery command center.
- [What is Knead?](https://help.kneadapp.co/what-is-knead.md): Knead is the order management and capacity planning platform built for home bakers, caterers, and food businesses. One place to take orders, plan your week, track ingredients, send invoices, and get paid.
- [Why Home Bakers Choose Knead](https://help.kneadapp.co/why-home-bakers-choose-knead.md): See why home bakers and cottage food operators use Knead to manage orders, plan capacity, and get paid — all in one place.
- [Your Morning Briefing — What's New on The Counter](https://help.kneadapp.co/your-daily-briefing.md): Start your baking day with a personalized feed of new orders, payments, capacity alerts, and what needs your attention.
- [Your First Order — End to End](https://help.kneadapp.co/your-first-order-end-to-end.md): Follow an order from enquiry to delivery in Knead.

## OpenAPI Specs

- [openapi](https://help.kneadapp.co/api-reference/openapi.json)