Settings
Account settings, team management, and preferences
Settings Overview: What to Configure
A map of all settings areas — find where to configure anything in BakeOnyx.
Business Profile Settings
Update your bakery name, address, logo, timezone, and currency settings.
Team Management and Roles
Invite team members and assign roles — owner, manager, or staff — with different access levels.
Managing Suppliers
Add and manage your ingredient suppliers with contact details, payment terms, and purchase order integration.
Configuring Tax Rates
Set up tax rates for your region to apply automatically on orders and invoices.
Customizing Invoice, Job Sheet, and Receipt Display
Control which fields appear on your generated PDF documents — invoices, job sheets, and receipts.
Email Templates
Customize the email templates sent to customers for order confirmations, invoices, and more.
Managing Lists of Values (LOVs)
Customize dropdown options for order types, sizes, flavors, and other fields throughout BakeOnyx.
Post-Order Growth Emails — Overview
Everything you can turn on, off, or customise for the automatic emails BakeOnyx sends on your behalf.
Closing Your Account
How to close your BakeOnyx account and what happens to your data.
General Settings
Configure default pricing, labour rate, overhead percentage, and other global bakery settings.
The 3-Step Post-Order Email Chain
The automatic customer emails that fire 0, 3, and 7 days after an order is marked completed — what they do, how to customise, and how to turn off.
Invoice Customization
Customize your invoice footer, payment terms, logo size, and privacy policy link.
The Weekly Business Digest
The Monday morning email with last week's numbers, top products, top customers, margin alerts, and a rotating growth tip.
Email Settings
Configure your email sender name, reply-to address, and CC/BCC preferences for outgoing emails.
Pricing Margin Alerts
When an ingredient cost change pushes any product below your target margin, BakeOnyx alerts you on the dashboard and via email — Growth+ only.
Customer Notification Preferences
Control which events trigger automatic email, WhatsApp, or SMS notifications to customers.
AI Growth Coach — Overview
The four components of Growth Coach, how they relate to Bake Buddy, and which ones you can toggle individually.
Your Weekly Growth Plan
How the weekly plan is generated, what each action contains, how to mark actions done/later/skipped, and how the AI uses your feedback.
Customizing Your Navigation Menu
Show or hide sidebar menu items to keep your navigation clean and focused on what you use.
Pricing Coach — Per-Product Margin Health
How margin health is computed, how to apply suggested prices safely, and how Pricing Coach differs from the Scale-tier Pricing Optimizer.
Managing Overhead Costs
Track fixed business costs like rent, utilities, and insurance for accurate recipe costing.
Growth Path Milestones
The 5 stages from setup to scaling, what unlocks at each, and how to skip ahead if you migrated in with existing history.
Product Configurator
Set up step-by-step product builders that let storefront customers customize cakes, cupcakes, and more.
Enhanced Morning Briefing
Which signals the enhanced briefing adds to your daily Bake Buddy summary, how to turn individual signals on/off, and how fallback works when the AI is unavailable.
AI Agent Settings
Configure AI agent notification preferences, auto-approval rules, and review execution history.
AI Features & Usage Limits
Monitor your AI usage, understand tier limits, and configure Bake Buddy preferences.
Setting Up Online Payments
Connect Stripe or Square to accept online payments from customers via payment links.