Setting up your portal shop

Learn how to enable your shop so customers can purchase products, items, or fees directly through the customer portal

The portal shop feature allows your customers to browse and purchase products through the Shop tab in the parent/customer portal.

Enabling the portal shop

To get started, enable the portal shop by following the steps below:

1. Click < to the right of Point of Sale.
2. In the expanded menu click Settings.
3. Toggle the button on.

Creating Product Categories

Before adding products, you'll need to create categories to organise them.

1. Click < to the right of Point of Sale.
2. In the expanded menu click Categories.
3. Click Create. You will need to provide a name and description and, if necessary, select a parent category for nesting.
4. Then Save.

If you haven't created any products, you can learn how to do so by clicking here ➡️ Creating products.

Managing orders

Once your portal shop is set up, customers will be able to view your products and proceed with checkout. All orders placed will be listed under Point of Sale > Orders. The 'platform' column indicates where the order was made:

• Portal - when a customer places an order via the customer portal
• Dashboard -  when an admin or staff member creates an order manually.

If you need to create an order manually, check out our guide here ➡️ Creating orders.

Setting up your portal shop streamlines the purchasing process, making it easier for your customers to shop and for you to manage orders efficiently! 👍