Welcome to the ChefHelper Tutorial

1
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.

2
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.

3
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.

4
Section 1 Client AreaClient Information

• You can start anywhere on the left menu bar, but
  well start by entering your clients information.

5
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.

6
Entering a New Client (cont.)

• Enter your clients 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 (well show you that later).
• Its important to click on Save after EVERY
  change you make.

7
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.

8
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.

9
Your Clients 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.

10
Client Preferences

• This is where you may enter all your clients
  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.

11
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.

12
Section 2 RecipesEntering a New Recipe

• Next, its 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).

13
Entering a New Recipe (cont.)

• 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 its
  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
  wouldnt want to plagiarize!!)

14
Importing Recipes

• You are able to import recipes from your
  MasterCookrecipe 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).

15
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).

16
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.
• Lets say you want to schedule a cookdate on the
  2nd. Click the word new under the second.

17
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 isnt currently
  entered, hit New Client and you will be taken
  directly to the New/Edit client area. After you
  enter the clients information, you can schedule
  the cookdate through the clients schedule tab.

18
Sample Meeting Details Page

• Lets 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
  clients assessment.

19
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 Yahoos driving directions.
• Client notes are repeated, so you can see all
  relevant client information.

20
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.

21
Edit Cookdate (Personal Chef) Cont.

• 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 clients 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.

22
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.

23
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.

24
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
• Clients 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 clients past menus
  (this can be used to help you build a menu for
  the next cookdate)

25
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, youre 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
  its 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
  clients 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.

26
Cookdate Paperwork and Forms Cont.

• 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
  isnt 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.

27
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).

28
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.

29
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 - its 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

30
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.

31
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_at_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 PDFs
• Make sure it fits within the size guidelines
  listed
• Its helpful to have a graphics program - Jasc
  makes a nice one (Paint Shop Pro) - you can get a
  free trial online

32
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.

33
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.

34
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 Vousthis is what the
  subscription will be listed as
• Click on details
• Click on Cancel Subscription

35
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

36
Member Resource Area

• Last, but certainly not least, is our resources
  area. This is where you can find whats 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.

37
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_at_chefhelper.com
• Again, thank you for joining ChefHelper!!