TutorialPresentation

Welcome to the ChefHelper Tutorial !: 

Welcome to the ChefHelper Tutorial ! Please follow along in the slides, or click on a slide title to learn about ChefHelper and how to navigate within our system.

Getting Started: 

Getting Started This is the first page that you will see after you type in www.chefhelper.com into your browser. Click “First Time” for a sample of the site and to sign up for a free month. Click on “Login” to access your account and continue.

Get Started: Log In: 

Get Started: Log In Enter the user ID and password you selected and click “login”. If you forgot your user name, password or both, click on “forgot password?”, and your information will be emailed to the email on listed on your account. We recommend that you reset your password after logging in with the information sent to you.

Section 1: Client AreaClient Information: 

Section 1: Client Area Client Information You can start anywhere on the left menu bar, but we’ll start by entering your clients’ information.

Entering a New Client: 

Entering a New Client When you get to the next screen, click on “New Client”. As a new member, you will not have any other clients to choose from. In the future, when you click on the “client” button, you will have the choice of choosing from your list of existing clients or entering a new one.

Entering a New Client (con’t.): 

Entering a New Client (con’t.) Enter your client’s information here. Make sure to scroll down and enter the default portion amount. This will help automatically scale cookdates to the number of people for this household. You can change this at any time, as well as altering the portions in the cookdate details page (we’ll show you that later). It’s important to click on “Save” after EVERY change you make.

Search for an Existing Client: 

Search for an Existing Client Once you have some clients entered, you will able to search for specific people in your client list by typing in their first or last names. Once you find them, click on the name and you will be sent to their information and details page.

Enter Client Assessment: 

Enter Client Assessment Your client assessment is crucial to being a Personal Chef. Here, you are able to print out a blank form, bring it with you to your assessment meeting and when you return, you are able to store the information you gathered. After you fill out the information, you are able to print out a copy filled in with all their information.

Your Client’s Cookdate History: 

Your Client’s Cookdate History This is where you can find a list of all the cookdates associated with the client you are working on. Click on any listing, and you will be taken to the cookdate details from that date.

Client Preferences: 

Client Preferences This is where you may enter all your client’s eating preferences. When you build a cookdate menu, you will be able to see these preferences in a pop-up window so you can create your menu accordingly.

Client-Specific Schedule: 

Client-Specific Schedule When you click on the “schedule” tab in the client area, you will be brought to a cookdate scheduler based on that specific client. This calendar will only show the cookdates associated with the client on which you are currently working.

Section 2: RecipesEntering a New Recipe: 

Section 2: Recipes Entering a New Recipe Next, it’s time to start entering your recipes. To enter them individually, click on “New/Edit Recipe” and you will be taken to the screen like at the right. Enter the title You MUST enter EITHER the servings OR yield amount. If you enter the Yield amount, please be sure to enter the yield units (for example, if you are making 1 pie, “1” is the yield and “pie” is the unit). Remember that zero (0) cannot be processed by the program as an amount. If you want to share the recipe with other chefs, click on “share with other members” If the recipe is online, or if there is a picture online, you may type in the url in the blank and click on “show”. The web page will appear in a small window within the recipe (at this time, this will not print, but you can view it online).

Entering a New Recipe (con’t.): 

Entering a New Recipe (con’t.) Scroll down and enter your ingredients. If you remember to choose a grocery section, they will be nicely categorized on the shopping list. Enter the recipe directions. Choose a category for the recipe so that it’s easier to search for in the main recipe search page. Next enter your reheating directions, if you have them. When you enter them here, they will print out on the reheating labels from the forms area. Enter any notes and any credit for the recipe (we wouldn’t want to plagiarize!!)

Importing Recipes: 

Importing Recipes You are able to import recipes from your MasterCook™recipe program. Click on the “Import Recipe” then follow along with the import tutorial. We offer a link to buy the MasterCook Program, if you want a bunch of recipes to load. Keep in mind, that recipes from MasterCook cannot be shared with other members (they have not purchased the license).

Searching the Recipe Database: 

Searching the Recipe Database You are able to search through your recipe database easily. You can either type in key words from the recipe titles or ingredients. Alternatively, you can bring up all of a certain kind of dish, just check the box of the type you would like, then hit search. For example, if you are looking for only appetizers, click the “Appetizer” box, then hit search. All your appetizers will be listed (as long as you categorized them when you entered them).

Step 3: Enter Your Cookdates: 

Step 3: Enter Your Cookdates Now that you have populated your databases, you can start scheduling your cookdates and completing the paperwork fast and easily. Click on “Cookdates” and you will see this calendar. You are able to advance or go back month by month. On this main cookdate page, you will see all your cookdates for the month listed. Let’s say you want to schedule a cookdate on the 2nd. Click the word “new” under the second.

Scheduling Cookdates: 

Scheduling Cookdates The next screen will ask you what type of cookdate you are scheduling. Each type has different details pages and forms. You are able to schedule a “Personal Chef” cookdate (cooking meals and storing them), a “Catering” cookdate (for parties and catered events) and “Meetings” (simple client meetings where building a menu is not necessary). You are also able to select which client you will be working for. If the client isn’t currently entered, hit “New Client” and you will be taken directly to the “New/Edit” client area. After you enter the client’s information, you can schedule the cookdate through the client’s “schedule” tab.

Sample Meeting Details Page: 

Sample Meeting Details Page Let’s first look at the “Meeting” cookdate area. Simply fill out the information, adding any notes that you need and hit save. In this case, the chef could be scheduling the client’s assessment.

Personal Chef Cookdate Details : 

Personal Chef Cookdate Details This is an example of the Personal Chef cookdate details area. You can enter all cookdate-specific information here. Driving directions are set in the client information area, however, note that if you have area codes for start and end points, you can include Yahoo’s ™ driving directions. Client notes are repeated, so you can see all relevant client information.

Build Your Menu: 

Build Your Menu Build your menu by clicking on “Add Recipes” on the cookdate details page. You will be taken to a screen that looks like the main recipe area (looks like the screenshot to the right), however, the recipes you select will be listed in red. You must hit “done” to be taken back to the cookdate details area. Note that you are able to search your recipes. You add recipes to the list by clicking on their title.

Edit Cookdate (Personal Chef) Con’t.: 

Edit Cookdate (Personal Chef) Con’t. Now that you are back at the main cookdate details area, you can refine and edit your menu. Place the recipes in the order you wish them to print on the client’s menu. Alter portions, select serving style and dish type. You are able to remove items from the menu here. Note that to add more recipes, you simply click on the “add recipe button”. There is room for any cookdate-specific notes to be added at the bottom of the screen.

Cookdate Invoices: 

Cookdate Invoices Enter the invoice for your current cookdate. Start by entering your invoice number or code. Choose a currency (currently, we only accept Canadian, US, British and Australian currencies, but will soon add the Euro). The invoice will print with the chosen currency, none is displayed in the line items on the screen. Next, enter your line items. Your “service” really can be anything. For example, your chef fee, your labor, one time fee, catering, shopping time, etc. Then, the price for one of these units, the units (hours, per person, etc.) and number of units. We calculate automatically. You are able to enter as many line items as you wish, as well as include tax (automatically calculated) and calculate any deposits made. You are able to print from here, or print one with the rest of your paperwork in the “forms” tab.

Cookdate Checklist: 

Cookdate Checklist The next tab is the checklist. We pre-set some items that are relatively standard, however, they can be deleted. You are able to type in your own items, save your list for all your cookdates or just the current cookdate.

Cookdate Paperwork: 

Cookdate Paperwork Within each cookdate, you are able to print all your paperwork. The following is a list of what you are able to print up: Client’s assessment The recipes that go with this cookdate The current invoice for this cookdate A catering proposal, if necessary Shopping list A menu to leave with the client Summary of the cookdate Equipment checklist A client feedback form A report of this particular client’s past menus (this can be used to help you build a menu for the next cookdate)

Cookdate Paperwork and Forms: 

Cookdate Paperwork and Forms This tab is where it all comes together. Here you are able to print up all your paperwork for a particular cookdate in minutes. To start, you will need Adobe Acrobat Reader ™. If you already have Adobe, you’re all set. If not, please download the software (for free) at the link provided. It only takes a couple minutes. Many people send documents this way, so it’s a worthwhile time investment. Next, select which forms and what paperwork you need for your cookdate by checking the box. If you would like the recipes to be scaled to your client’s default portions, make sure the “yes” is selected. You have the option of sorting your shopping list by ingredient or by recipe. Remember that they will be separated into grocery sections for easier shopping. Continued on next slide….

Cookdate Paperwork and Forms Con’t. : 

Cookdate Paperwork and Forms Con’t. You can also print up food labels with the reheating directions. Currently, these print on Avery 8164 Labels. Click on “get PDF to print”. It may take a couple minutes, but another window will open and you will see your paperwork as a PDF. You can print from here. NOTE: with the new Adobe acrobat 6.1, you may create the PDF, but you will see nothing but a blank screen. This means that your Adobe program isn’t set to open these reports in a browser window. What you need to do is save the report to a folder on your computer. Next, open Adobe as a separate program, then open your document. You can change the settings in adobe to open files directly in your browser. The last tab is the “Change Cookdate” and this allows you to reschedule another cookdate for this particular client. It looks just like the client-specific calendar.

Catering Cookdate Details: 

Catering Cookdate Details The Catering Cookdate Details page looks and acts similar to the Personal Chef Cookdate Details page, with some differences: You pick the dish “style’ There are more dish “types” There is a Catering Proposal form included in the tab area (explained on next slide) The invoice, checklist, forms and change cookdate areas are the basically the same (except there is the Catering Proposal in the Forms tab).

Catering Proposal Form: 

Catering Proposal Form This is the area that you can enter more specifics about the event or party that you are catering You can save this specific to your cookdate, print it out right here to send to your client for approval.

The General Forms Area: 

The General Forms Area We created this area to help chefs generate some standardized forms that will include their logo and business information. The letterhead should be printed out and then used as if it came from the printers’ - it’s a cost-effective solution to having your own letterhead professionally printed The client assessment here is blank - so you can print it quickly and take it with you to your meeting, The tearsheet flyer is a helpful marketing tool that you can post in public areas

Your Administration Page: 

Your Administration Page This is your administration and information area. This is where you can find your ChefHelper account information and make changes if you wish. On the first page, you can reset your password, change your contact details - all of the information listed here (except the password) will be included on your paperwork with your logo.

Administration: Upload Logo: 

Administration: Upload Logo This is where you can upload your logo to be included on all your paperwork. You may upload it easily yourself, or if you are having problems, email your logo to support@chefhelper.com, and we will load it for you. You know you have uploaded it successfully when you see a sample of your logo on the screen A couple of tips: Make sure to save your logo as at PNG document (Portable Network Graphic) - as it is compatible with PDF’s Make sure it fits within the size guidelines listed It’s helpful to have a graphics program - Jasc makes a nice one (Paint Shop Pro) - you can get a free trial online

Administration: Reminders: 

Administration: Reminders In this area, you can set when you would like ChefHelper to send you a reminder for your cookdate directly to your email. We include all your cookdate paperwork in the email, as an attachment PDF Make sure that you have a working email address in your main administration page. We cannot send you a reminder, if the email is outdated or inactive.

Admin: Outstanding Invoices: 

Admin: Outstanding Invoices In this area, you are able to see all your outstanding (unpaid) invoices. To see the details of the invoice, click on the client name next to the date you need. If there is nothing listed here, you have no unpaid invoices. Note: for this area to be accurate, you MUST mark all your invoices paid or unpaid within each cookdate.

Administration: Cancel Account: 

Administration: Cancel Account If at any time, you need to cancel your account, you may do so directly at Pay Pal, Inc. - they will send us notification directly. You can link to PayPal, Inc. directly or click on the PayPal link in this area. You will need to: Type in your PayPal account information Find the Subscription information (our parent company is Café Chez Vous…this is what the subscription will be listed as Click on “details” Click on Cancel Subscription

Administration: Contact Us: 

Administration: Contact Us As it says here, this is where you can find email contact information. We respond to all emails within 48 hours (but in practice, most are responded to within 12 hours) You can also fill out our feedback form, which will be sent directly to our member services representative

Member Resource Area: 

Member Resource Area Last, but certainly not least, is our resources area. This is where you can find what’s going on at ChefHelper, read our newsletter archives, look up recipe conversion tables and click to our favorite online cooking and chef resource web sites.

Thanks!: 

Thanks! We hope that this tutorial has helped you get the most out of our software system. If you have any questions or comments, please send them to support@chefhelper.com Again, thank you for joining ChefHelper!!