Fleksa

Billing & Subscription manages your Fleksa subscription plan, invoices, payment history, and revenue payouts.

Billing & Subscription

The Calendar provides a single place to see all your orders, reservations, and other events in month or week view. Use it for planning, spotting busy periods, and quick navigation…

Calendar

Customer Management gives you a complete view of all your customers, their order history, and tools to segment them for targeted marketing.

Customer Management

The Admin Dashboard provides platform-wide visibility for Fleksa administrators. Monitor all restaurants, manage users, and track platform performance from a single view.

Admin Dashboard

The Shop Dashboard is your home screen for managing your restaurant. See today's performance, active orders, and upcoming reservations at a glance.

Restaurant/Shop Dashboard

Track your staff's work hours accurately with Fleksa's built-in time tracking system. Employees can clock in and out directly from the POS, with all data accessible in real-time.

Employee Time Tracking

Staff Performance metrics provide insights into employee contributions and efficiency, such as number of orders processed, average handling time, sales generated, or customer feedback scores (where in

Staff Performance

Your central command center for managing everything about your restaurant - from menus and orders to analytics and marketing. Configure once, publish everywhere.

Fleksa Partner Portal

Integration Settings connects your restaurant to third-party platforms including delivery services, POS systems, order aggregators, and Google services.

Integration Settings

Automations let you create trigger-based email and SMS sequences that run automatically based on customer behavior or events. This is one of the highest-ROI marketing features for retention — welcome

Automations

Email and SMS campaigns let you reach your customers directly with personalized messages, offers, updates, and reminders. They are powerful for retention, reactivation, and promoting events or special

Campaigns (Email & SMS)

Gift Cards allow you to sell prepaid credit to customers. They can be used for future purchases (online or in-store), making them a great tool for gifting, loyalty, and cash…

Gift Cards

Marketing provides tools for customer acquisition and retention: offers, loyalty programs, email/SMS campaigns, automations, banners, gift cards, SEO, upsell and engagement tools.

Marketing Features

Loyalty programs reward repeat customers with points they can redeem for free items, discounts, or other perks. A well-tuned loyalty program is one of the best long-term retention tools.

Loyalty Programs

Offers let you create targeted discounts (percentage or fixed amount) with promo codes, date ranges, minimum order rules, and customer segment eligibility. They are a core tool for driving first…

Offers & Discounts

Reviews Management connects to your Google Business Profile to display, respond to, and analyze customer reviews from a central dashboard.

Reviews Management

Menu Management gives you complete control over your restaurant's menu. Create categories, add products, set prices, and manage variants. All changes sync instantly to your website and POS.

Menu Management

The Onboarding Flow guides new restaurants through complete setup with a step-by-step wizard. Follow each step to get your restaurant online and taking orders.

Onboarding Flow

Order Management gives you a complete view of all orders from your website, POS, and third-party platforms. Filter, search, and track every order in one place.

Order Management

For shops in regions with specific alcohol tax requirements (such as Texas), this report provides the detailed tracking needed for compliance and tax filing. It focuses on alcoholic beverage sales…

Alcohol Sales Report (US/TX)

The Category Sales Report breaks down your sales by menu category (Starters, Mains, Desserts, Drinks, etc.). It's perfect for understanding which parts of your menu are performing well and where…

Category Sales Report

The Downloads section provides easy access to essential software and resources for your restaurant, including mobile apps for staff or customers, POS software, integration tools, and documentation. Th

Downloads

The Reports section gives you detailed performance data. Use the dedicated reports for sales breakdowns, item and category performance, transactions, and compliance exports (DATEV for DE, Alcohol Tax

Reports & Analytics

The Invoices & Billing Summary provides an overview of your subscription invoices, charges, credits, and payment history. This helps track your billing cycle, review past charges, and ensure payments

Invoices & Billing Summary

The Item Sales Report shows exactly how each menu item (and modifier) is performing. Use it to spot your best-sellers, find items that need promotion or removal, and make data-driven…

Item Sales Report

The Onboarding Wizard guides new restaurants through the essential setup steps to get their Partner Portal and online presence up and running. This includes selecting a subscription plan, connecting p

Onboarding Wizard Flows

Payout Details provide a breakdown of funds transferred from your payment processor (e.g., Stripe) to your bank account. This includes gross amounts, fees deducted, net payouts, and associated transac

Payout Details

Profile Settings let you manage your personal information, security (password), language, and other preferences for your account in the Partner Portal. This is separate from shop-level settings and ap

Profile Settings

The Sales Report gives you a deep dive into your revenue performance. Use it to understand trends, compare periods, break down by payment method or order type, and export data…

Sales Reports

The Shop Activity log (also called Audit Log) provides a detailed record of all events and changes within your restaurant's operations. This includes order updates, setting changes, user logins, menu

Shop Activity / Audit Log

The Transactions Report lists individual payment transactions with details like method, amount, status, and associated order. It's essential for financial reconciliation, spotting failed payments, and

Transactions Report

The Reservation System manages table bookings from your website, Google Reserve, and walk-ins. View reservations in list or calendar format, manage floor plans, and handle guest arrivals.

Reservation System

Authentication & Security settings control how users log in to the Partner Portal and related systems. This includes enabling two-factor authentication (2FA), setting password requirements, managing s

Authentication & Security

Bill Summary & Receipt Settings control the format of customer receipts, bills, and order summaries. This includes layout, included information (tax, fees, etc.), branding, and printing options to ens

Bill Summary & Receipt Settings

Brand Settings allow you to customize the visual identity of your Partner Portal and integrated customer apps. This includes uploading logos, setting brand colors, fonts, and configuring whitelabel op

Brand Settings

Delivery Areas let you define where your restaurant delivers, set fees (fixed, per distance, or zone-based), minimum orders, and other rules. Use the interactive map to draw or upload zones…

Delivery Areas

POS Devices & Hardware settings allow you to register, configure, and monitor connected devices like POS terminals, printers, kitchen displays, and payment terminals. This ensures smooth order flow an

POS Devices & Hardware

Settings & Configuration provides complete control over all aspects of your restaurant's digital presence, from basic information to payment processing and delivery zones.

Settings & Configuration

Integrations allow you to connect your Partner Portal with external services like delivery platforms (Uber Eats, Deliveroo), payment gateways, accounting software, marketing tools, and more. This stre

Integrations

Legal Details allow you to manage and display important legal documents on your website and in the Partner Portal. This includes terms of service, privacy policy, imprint (required in some…

Legal Details

Menu Settings control how your menu appears to customers on the website, app, and other channels. This includes showing or hiding prices, images, descriptions, category layouts, and other presentation

Menu Settings

Notification Settings allow you to control how and when you and your team receive alerts via email, push notifications, or other channels for orders, reservations, marketing events, and system updates

Notification Settings

Permissions allow fine-grained control over what users can do in the Partner Portal. Beyond basic roles, you can set specific rights for features like viewing reports, editing menus, managing orders,

Permissions

QR Code Setup allows you to generate custom QR codes for your tables, menus, events, or marketing materials. Customers can scan to view the menu, place orders, or access promotions,…

QR Code Setup

Social Media Settings allow you to connect your restaurant's profiles on platforms like Facebook, Instagram, and others. This enables website integration (e.g., social links, feeds), supports marketin

Social Media Settings

Taxation Details control how taxes are applied to your menu items, orders, and reports. This includes setting tax rates for different categories, choosing inclusive or exclusive pricing, and ensuring

Taxation Details

User Access & Permissions allow you to control who can access the Partner Portal, what features they can use, and their level of control (e.g., view-only vs. full edit). This…

User Access & Permissions

Website Settings control the overall look, feel, and functionality of your online presence. This includes page visibility, branding (colors, fonts, logo), domain management, SEO basics, and integratio

Website Settings

The Shift Schedule is a visual weekly planner that lets you create, assign, edit, and publish staff shifts. It helps ensure proper coverage and lets your team know when they…

Shift Schedule

The Careers section allows you to post open positions, manage incoming applications, and streamline hiring for roles like servers, chefs, or managers. It integrates with your website so potential cand

Careers

Custom Pages let you create unique, branded pages beyond the standard website sections. Use the visual editor (Puck) to drag-and-drop components, add text, images, menus, forms, and more. Perfect for

Custom Pages

Forms allow you to collect structured data from customers, such as feedback, event registrations, contact inquiries, or special requests. You can create custom forms with various field types and manag

Forms

Content Management provides website building capabilities with visual editing, custom pages, forms, and multi-language support.

Content Management

The Template Gallery offers a collection of ready-to-use designs for your website. Instead of building from scratch, browse templates for homepage, about pages, menus, events, and more, then apply and

Template Gallery

How to Add a Category in the Fleksa Partner Portal ?

How to Add Products in a Category (Fleksa Partner Portal) ?

How to Add Allergies to a Product in the Fleksa Partner Portal ?

Can We Add Add-ons Inside the Choices of a Product?

Can We Rearrange Categories and Products According to Our Needs?

How to Create Offers in the Fleksa Partner Portal?

How to Create a Loyalty Program in the Fleksa Partner Portal ?

How to Create a Banner in the Fleksa Partner Portal ?

How to Update the Gallery in the Fleksa Partner Portal ?

How to Check Gift Cards in the Fleksa Partner Portal ?

How to Update Restaurant Name, Logo, Cuisine, Title, Category, Discover Label, Popular Dishes & Description ?

How to Update Restaurant Address, Phone Number, Email ID, Fax, Language, and Timezone ?

How to Change or Update Payment Methods for Your Restaurant?

How to Update Your Tax for Services, Products, and Delivery Charges ?

How to Add Tips on the Website ?

How to Check Your Loyalty Points on the Website ?

How to Check Gallery Images on the Website ?

How to Create an Event in the Fleksa Partner Portal ?

How to Update Your Delivery Locations and Charges ?

How to display my social media accounts on my Fleksa site?

How to Customize Fonts, Colors, and Background Images for Your Restaurant Website ?

How to Update Fleksa Page Visibility ?

How to Update Login Settings for Your Fleksa Site ?

How to Update the Time Format for Your Restaurant ?

How to Set a Default Tip Percentage for Restaurant Orders ?

How to Update Notification Methods for Online Orders ?

How to Update Catering Minimum Order Lead Time ?

How to Update Preparation Time for Orders ?

How to Update the Menu Background Image ?

How to Set the Default Tip Percentage for Restaurant Orders ?

Bhushan

Partner Dashboard

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.