Help

How do I add piece notes or order notes?

How to add piece notes:

1. Click the three little dots next to the piece for which you want to add a note.

2. Click “Manage Piece Notes”.

3. Type the applicable note. Click “Update”.

How to add order notes:

1. Click the “Notes” button at the bottom of the invoice.

2. Type the applicable note. Click “Update”.

How do I print receipts or tags?

How to print receipts or tags:

1. Once you have finished entering a customer order the receipts and tags will automatically print.

2. If you need to print an additional copy of both the receipts and tags you can simply click the  “Print” button on the right hand side.

3. If you want to print just a receipt or just the tags, click the arrow next to the “Print” button and click the item that you want to print.

 

How do I download customer statements?

How to download customer statements:

  1. From the Dashboard, you can search for the customer by typing their name or phone number into the search bar.
  2. Click the appropriate customer name.
  3. Click the arrow next to the “Action” button on the top right.
  4. Click download statement.

How do I send promotional SMS campaigns?

How to send SMS campaigns:

1. Click “Marketing” on the Navigation menu on the left hand side.

2. Click “New Campaign” on the top left.

3. Complete the fields as appropriate:

  1. Enter campaign name.
  2. Type in the message you wish to send. It is a good idea to include your company name or website so your customers know who is sending them the message.
  3. Using the arrows on the side, select the appropriate customer segment to receive the message (eg. “No Orders” – meaning customers who have not visited your business over a certain period of time).
  4. Using the arrows on the side, select the appropriate time frame (eg. 6 months).
  5. Using the arrows on the side, set the appropriate limit. SMS messages will only be sent to the actual number of customers that are contained in the segment. The cost information is estimated as you will only be charged for messages that are actually sent.

How do I prepay for an order?

How to prepay for an order:

1. Once you have finished entering a customer order you will be brought to the order page.

2. Click the “Add Payment” button.

3. Select the appropriate payment method and then click “Next”.

4. Complete the appropriate information (eg. select credit card type, enter cash amount received).

5. You can then reprint the receipt for the customer which will show a $0.00 balance owing. The amount due for the order will also reflect a $0.00 balance owing.

How do I create a customer profile?

How to create a customer profile:

1. From the Dashboard, you can either click the “New Customer” button on the top right or you can begin typing into the search bar (phone number or name) and if there is no matching customer a “Create New Customer” button will appear. 

2. Once you have selected “Create New Customer”, the New Customer profile box will appear.

3. You must then click on the relevant space and complete the applicable information. By toggling through the tabs you can add additional details to your customer profile including their address, preferences and other items.

4. Once you have entered all the relevant information you click “Create Customer”.

 

 

How do I use the staff time clock?

How to use the staff time clock:

1. Click “Time Clock” on the Navigation menu on the left hand side.

2. Click the name of the appropriate individual. Click “Clock In”.

 

3. To clock out, click the name of the appropriate individual and then click “Clock Out”.

4. To review the time sheets, click “Reports” on the Navigation menu on the left hand side. Click “Staff Time Sheet” and the report will download as an Excel file.

 

How do I change my password or pin?

How to change your password:

1. Click the “gear” icon on the bottom right.

2. Click “Edit profile”.

3. Toggle to the “Accounts” tab and enter in your new password.

4. Click “Update User”.

How to change your pin:

1. Click the “gear” icon on the bottom right.

2. Click “Edit profile”.

3. Toggle to the “Pin” tab and enter in your new pin.

4. Click “Update User”.

How do I add credit card information to a customer?

How to add credit card information to a customer:

1. From the Dashboard, you can search for the customer by typing their name or phone number into the search bar.

2. Click the appropriate customer name.

3. Click the arrow next to edit and then select “Manage Credit Cards”.

4. Then click “Add Credit Card”. Enter the appropriate credit card information into the fields. When finished, select “Add New Credit Card”.

How do I add/refund a payment on an order?

How to add payment to an order:

1. From the Dashboard, you can search for the order by typing the customer name, phone number or invoice number (or scan the invoice) into the search bar.

2. Click the appropriate order.

3. Click the “Add Payment” button.

4. Select the appropriate payment method and then click “Next”.

5. Complete the appropriate information (eg. select credit card type, enter cash amount received).

How to refund/void a payment:

1. To refund a payment click the 3 dots on the right hand side.

2. Select the appropriate option (eg. refund or void).

3. Enter the appropriate amount of the refund or void the payment.

How do I create an order?

How to create a new order:

1. From the Dashboard,  you can begin typing into the search bar (phone number or name) to find the appropriate customer to create the order.

2. Click the appropriate customer or “Create New Customer” if necessary.

3. Once you select the appropriate customer you will be brought to the order entry page.

4. Click the appropriate “Department”, “Category” and  “Item” (eg. in this example a Jacket). You can also type in the name of the item your are looking for in the “Quick Search” box and then click the appropriate selection and click “Apply”. Additional details (eg. fabric, colour, extras)can be added but are not required.

5. Once you have entered the desired level of detail on the item, select “Add to Order”.

6. If you want to enter multiple of the same items, just click “Repeat Last Item” at the bottom right and enter the appropriate number of items.

How do I create a business account?

How to create a business account:

  1. To create an account you start by creating a customer profile (See: How do I create a customer profile?).
  2. You must then complete the “Other” tab on the customer profile and type in the Company Name.

How to link customers to the business account:

  1. To add employees, customers, staff, etc. to a specific company, on their respective customer profile you simply select the appropriate name from the drop down menu titled “Linked To Company”. Once you have done this, when you review the business account you will see all the orders that are linked to that company.

How to  download statements:

  1. Type in the customer name into the search bar on the dashboard. Click the appropriate customer. Click the arrow next to “Actions” on the top right hand side. Click download statement.

How to find people linked to a Company:

  1. As you can see in the picture above, the “Hotel 123” account page identifies all the people linked to the account (eg. Joe Smith) under the heading “Linked To:”. In addition, the a customer page (eg. Joe Smith’s) you can the Company (under the heading “Company”) a customer is linked to. Importantly, the Customer Balance reflects all the orders for everyone tied to that Company which makes invoicing a breeze.
What do the tags and receipts look like?

The tags and receipts will depend on the type of printers you are using. Below are just some of the available examples:

1. Epson Receipt Printer and Zebra Tag Printer (for barcoded tags the “1” is replaced with a bar code)

2. Epson Receipt Printer and Epson (or Star) Tag Printer

How do I change the due date?

How to change the due date:

1. Click the arrow next to the “Actions” button on the bottom of the order.

2.Click “Change Due Date”.

3. Click the desired date.

How do I send an SMS when an order is ready?

How to send an order ready SMS:

  1. From the Dashboard, you can search for the order by typing the customer name, phone number or invoice number (or scan the invoice) into the search bar.
  2. Click the appropriate order.
  3. Click the arrow next to the “Actions” button on the right hand side.
  4. Select “Send Ready SMS”.

How do I change my Service List?

How to add new items:

  1. Click “Service List” on the Navigation menu on the left hand side.
  2. Click “New Service” on the top left.
  3. Type in the changes to appropriate fields. You must then choose the appropriate service category (eg. Dry Cleaning – Jacket/Coat), then type in the name of the new service item and the corresponding price. Make sure you adjust the “Piece Count” to accurately reflect the item (eg. A suit would have a piece count of 2). Once finished click “Create Service”.

How to change existing items:

  1. Click “Service List” on the Navigation menu on the left hand side.
  2.  You can find an item by scrolling through the pages or typing the name of the item you are looking for in the search box.
  3. Once you have found the item you want to change, click “Edit”.
  4. Type in the changes to appropriate fields. Once finished click “Update Service”.