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Articles on:Customer Accounts
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  • Registries
  • Getting Started
  • Forms
  • Staff
  • Messaging and Automations
  • Products
  • Sales
  • Orders
  • Customer Accounts
  • Integrated Payment
  • Diary / Online Booking System
  • How to add Linked Party Members
    You may find yourself in a position when you want to add a linked party member to an account in circumstances such as if your bride has multiple different bridesmaids who will all be paying individually for their own dresses. This will allow you to keep track on which party members have paid their balance, and who still owes money. This help guide will walk you through how to add linked party members and how you can use this feature to help you. In order to add a linked party member, you firstFew readers
  • Walk Through of the Customer Profile
    This video guide provides a walk through of the customer profile after a sale has been added and the customer portal. Timestamps: 00.24 - Summary Tab 01.41 - Sales Tab 03.15 - Sales Receipt 03.58 - Orders Tab 05.00 - Payments Tab 07.12 - Forms (Enquiry Form) 07.25 - Media Tab (Upload Images) 08.35 - Party Members (Bridesmaids etc) 10.20 - Timeline 11.50 - Headings and sale breakdown 12.56 - CustFew readers

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