Find out how to set up your shop to sell products, items or fees, that your customers could directly check out from the customer portal
Point of Sale feature is now available on the customer portal! They can access the Shop tab on the portal to see all your available products.
To enable the portal shop, you need to go to Point of Sale > Settings > and then the Settings tab to toggle on. Please note that you must have card payments enabled so customers can complete checkout, otherwise they can only browse products you have available.
Initially, you will need to create a category to classify your products. Navigate to Point of Sale > Categories to create. It will ask you for a name, and description, and can also set a parent category for nesting and hit Save. (Note: setting a category inactive will remove all products associated with it from the portal shop).
Find out how to create a product here.
Once you’ve set up your portal store, customers can now see your product list and checkout.
All orders can be found under Point of Sale > Orders.
The platform column will show you where the order originated.
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Portal – customer made the order via the customer portal
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Dashboard – admin or staff created the order manually
Portal – customer made the order via the customer portal
Dashboard – admin or staff created the order manually
And can be filtered using the Platform dropdown.
Need to create an order manually? Check out our guide here.