Service orders
On this page
Here the custom services people buy from you arrive, such as a personalised plan or a video review. Each row shows who bought it, the product, the delivery date and its status. The delivery date comes from the days you set on the product, counted from the purchase.
How to get there
Select Service orders in the side menu, in the Sell group. You also arrive from the email that tells you about each new order.
What you can do
- See the received, in progress, late, delivered or cancelled orders.
- Find an order by the buyer's email.
- Open an order to read the answers of the form.
- Mark an order as in progress with Mark as in progress.
- Deliver files, a video link or a message.
Step by step
Deliver an order
- 1. Open the order from its row.
- 2. Select Mark as in progress when you start working.
- 3. In Deliver, select Choose files or write a Video link or a Message.
- 4. Wait for the files to finish being checked.
- 5. Select Deliver at the end of the delivery block.
What happens next
The client receives an email with the delivery and sees it in their member area. The delivery appears in Deliveries with its date. You can make more than one delivery in the same order.
Keep in mind
- An order becomes late when its delivery date arrives without you delivering it.
- A cancelled order does not accept deliveries.
- The video link can be any https address, such as one from YouTube, Vimeo or Loom. The client opens it from their member area.
- The tab, the filters and the search you pick go in the address of the page. Back on the list or after a reload, it reads as you left it.
These roles can open this screen: owner, admin, content editor and support.
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