| Why | To ensure you can use the system |
| What | Training session with one of our team |
| When | Anytime, but we recommend before you go live |
| Who | The manager or owner |
| Where | Remotely |
To ensure you can use the portal and can manage your online website, one of our team will contact you to conduct your Portal training.
This may be before you have received your Portal invitation or it may be after. If you have received your invite, you have 72 hours to accept or it will expire, please follow this link to see how to accept your invite.
The Portal training will cover the following points:
Getting started:
What is the Portal URL
What is the portal used for
Ensure you have the correct access
Do any other team members need an invite
Settings:
Set your trade zone & delivery charges
Setting the occasions - Delivery / Collection
Payment types - Cash / Card
EDT & ECT
Timeslots
Product Section:
Amend Product Names & Descriptions
Daily Tasks: