Advice and answers from the Ooooby Team

Search results for:adding-customers

Managing Customers and Admin Access on the Crew Dashboard

Learn how to manually add customers to your platform and customise admin access rights to ensure your team operates efficiently and securely… Adding Customers Manually… Manually adding customers and editing admin access rights on the Crew Dashboard are straightforward processes

FAQ: Managing Customer Accounts and Payments in Ooooby

Adding Customers from the Backend… A: Detailed instructions for adding customers through the admin dashboard can be found in a separate… Finding Inactive Customers with Outstanding Balance

Adding a Discount to a Customer Account

Learn how to apply various discounts to your customers' accounts easily and effectively… Long Term: For customers who have been with your service or product for a significant period… Marketing: As part of promotional campaigns to attract or retain customers

Integrating GoCardless Payments with Ooooby: A Comprehensive Guide

Matching Customers… Finding and Adding the Ooooby ID:… To prevent double-billing, the system excludes customers from new exports if their payments have been

Accessing the Admin Dashboard: A Step-by-Step Guide

1. Adding Yourself as a Customer… Steps: Use the search field to find the person you're adding by typing their name or email address

Troubleshooting Login Issues for Customers

Supporting Customers Through Login Issues… Encountering login problems can be a frustrating experience for customers trying to access their Ooooby… Here’s a guide to assist customers facing difficulties logging in

Managing Order Pauses for Customers and Hubs in Ooooby

Ooooby allows customers to pause their subscriptions… Customers Pausing Their Own Orders… Access Dashboard: Customers log in and navigate to their dashboard

Frequently Asked Questions: Managing Products in Ooooby

Adding New Products… management in Ooooby involves various tasks such as bulk updates, dealing with unavailable products, and adding… Q: What do I do if customers have ordered a product that I now can't supply?

Advanced Billing and Debt Management in Ooooby: A Comprehensive Overview

Streamlining Financial Transactions for Hubs and Customers… Advanced billing in Ooooby operates similarly to a prepaid account, where customers pay in advance for… This approach provides several advantages: Flexibility for Customers: Allows changes to orders

Manually Adding Addresses in the Crew Dashboard

This guide provides step-by-step instructions on how to manually input addresses into the Crew Dashboard, ensuring accurate and efficient customer and delivery management… Adding an Address Manually… Click on the 'Customers' tab, then select 'Add Address'