Home
wellfd logo

Venue Manager Onboarding Guide

Complete step-by-step process for restaurant partners

Overview

This guide walks through the complete process of onboarding a restaurant partner as a Venue Manager on wellfd, from initial contact through full portal access. The entire process takes approximately 10-15 minutes.

Key Roles:

  • Admin: You (wellfd team) - creates restaurants, assigns managers, sets tiers
  • Venue Manager: Restaurant owner/staff - manages vouchers, events, and profile
1
Restaurant Expresses Interest

Contact Methods:

  • Restaurant contacts via wellfd.com contact form
  • Direct outreach from wellfd team
  • Phone/email inquiry about partnership

Information to Collect:

  • Restaurant name
  • Address and contact info
  • Primary contact person (name + email)
  • Desired subscription tier
2
Set Up Subscription Payment

Complete payment setup before creating portal access

  1. Go to Marketing page to generate payment link
  2. Send Stripe checkout link to restaurant contact
  3. Restaurant completes subscription setup (billing begins immediately)
  4. Confirm payment in Stripe dashboard, then proceed to Step 3

💳 Recurring Billing: Stripe automatically handles monthly billing on the subscription anniversary date. No manual invoicing needed.

📖 Detailed instructions: Payment Setup Guide

3
Admin Creates Restaurant in System

Admin Action Required

  1. Go to Home → Admin dropdown → Edit Restaurants
  2. Click "Add New Restaurant"
  3. Fill out complete restaurant details:
    • Basic info (name, address, phone, website)
    • Categories and price level
    • Description and story
    • Upload logo and hero image
    • Hours of operation
    • Must-have items and featured menu items
  4. Click "Create Restaurant"

✓ Note: The system automatically assigns a unique ID to each restaurant - you'll select by restaurant name in Step 4

4
Restaurant Contact Creates Account

Two Options:

Option A: Self-Registration (Recommended)

  1. Send restaurant contact this link: https://www.wellfd.com
  2. They click "Login" in top right corner
  3. They click "Sign Up" and create account with their email
  4. They verify email and log in
  5. Notify you when account is created

Option B: Admin Invitation

  1. Go to Home → Admin dropdown → Members
  2. Click "Invite User"
  3. Enter restaurant contact's email
  4. Select role: user (NOT admin)
  5. They receive invitation email and create account
5
Admin Assigns as Venue Manager

Admin Action Required

  1. Go to Home → Admin dropdown → Venue Managers
  2. Find the user in the "All Users" section
  3. Click "Assign as Venue Manager"
  4. In the dialog:
    • Select restaurant from dropdown (by name)
    • Set subscription tier (Basic, Community Partner, or Champion)
  5. Click "Save Changes"

✓ Done! The user is now a Venue Manager with access to the portal

6
Venue Manager Accesses Portal

Portal Access:

  1. Venue manager goes to: https://www.wellfd.com
  2. Clicks "Login" and enters credentials
  3. Once logged in, they'll see a "Dashboard" button in top right
  4. Click "Dashboard" → Opens Venue Manager Dashboard

Direct Link (Send This):

https://www.wellfd.com/VenueManagerDashboard

Bookmark this link for easy access! (Full link list at bottom of page)

7
What Venue Managers Can Do

💡 Tip: See detailed guides at the bottom of this page for voucher creation, redemption, and advertising specs.

Dashboard Features:

Create & Manage Vouchers

  • • Create exclusive deals for wellfd members
  • • Set discount percentages and terms
  • • View active vouchers
  • • Delete vouchers when deals end

→ See complete voucher guide below

Post Events to Calendar

  • • Post live music, specials, tastings
  • • Set date, time, and description
  • • Events appear on community calendar
  • • Delete/manage past events

Redeem Coupons

  • • Scan QR codes from customer phones
  • • Validate vouchers before redeeming
  • • Mark vouchers as redeemed in system

→ Access redemption portal (link below)

Subscription Tier Limits:

Basic
$49-99/month
  • • 1 active voucher at a time
  • • Up to 2 events per month
Community Partner
$149-249/month
  • • Up to 3 active vouchers
  • • Unlimited events
  • • Desktop square ads (160x250, Spaces 2 & 4) included
  • • Mobile banner ad (320x100, Space 8) included
Champion
$449/month
  • • Unlimited vouchers
  • • Unlimited events
  • • Advertising: Rotating amongst all ads on site/app
  • • Including tower ads on desktop (160x600 vertical banners)
Troubleshooting Common Issues

Problem: User doesn't see "Dashboard" button

Solution:

  • Verify user is logged in (not just on homepage)
  • Check in Admin → Venue Managers that they're assigned to a restaurant
  • Have them log out and log back in
  • Clear browser cache/cookies:
    • Chrome/Edge: Ctrl+Shift+Delete (Cmd+Shift+Delete on Mac) → Select "Cached images and files" and "Cookies" → Clear data
    • Firefox: Ctrl+Shift+Delete (Cmd+Shift+Delete on Mac) → Select "Cookies" and "Cache" → Clear Now
    • Safari: Safari menu → Preferences → Privacy → Manage Website Data → Remove All
    • Mobile (all): Settings → Browser app → Clear browsing data → Select cache and cookies

Problem: Can't create voucher/event - "Limit reached"

Solution:

  • Check their subscription tier in Admin → Venue Managers
  • They need to delete an active voucher or wait for next month (events)
  • Upgrade their tier if needed

Problem: Wrong restaurant assigned

Solution:

  • Go to Admin → Venue Managers
  • Find the user, click "Edit"
  • Select correct restaurant from dropdown
  • Save changes
Quick Reference Card

Admin Pages:

  • • Add/Edit Restaurants: Home → Admin → Edit Restaurants
  • • Venue Managers: Home → Admin → Venue Managers
  • • Members: Home → Admin → Members

Venue Manager Links:

base44
Edit with Base44