Advice and answers from the Ooooby Team

Search results for:if-a-customer

Adding a Discount to a Customer Account

Learn how to apply various discounts to your customers' accounts easily and effectively… This will take you to a page where you can modify customer information… For instance, if you're providing a discount to staff for your core products (e.g., farm produce), you

Refunding A Customer

Refund a customer when they wish the balance of their account to be paid back to them… If a customer has a positive cash balance they may request this to be refunded… However, if the customer specifically asks for a refund, the process remains the same as outlined above

Setting Up Your Custom Domain on Ooooby

Looking to make your Ooooby site feel more like your own? A custom domain can help establish your brand and make your site more memorable… If not, consider setting up a free Cloudflare account… I already have a domain name

Managing Order Pauses for Customers and Hubs in Ooooby

Ooooby allows customers to pause their subscriptions… If a customer wants to shift their delivery schedule (e.g., pause the 16th November order and resume… Hub Pausing a Customer's Order

Managing Customer Exclusions and Replacements in Ooooby

A Step-by-Step Guide for Handling Customer Preferences… Handling customer exclusions and replacements is a vital aspect of personalising the delivery experience… Exclusions apply to all set boxes a customer has ordered, ensuring consistency across their delivery

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

This process involves a few key steps: being added as a customer in the system, having your roles updated… 1. Adding Yourself as a Customer… To gain initial access to the system, you must first be registered as a customer

Enhancing Customer Communication with the Ooooby Send Customer Email Tool

Start Typing a Name or Email: As you type a customer’s name or email, an autocomplete dropdown will appear… The Send Customer Email tool in Ooooby is a versatile feature designed to facilitate direct, personalized… Using the Send Customer Email Tool

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… There are situations where you may need to manually add a customer to your platform, such as when onboarding… For specific roles (e.g., a delivery driver), only select 'Customer' and 'Driver' roles to limit access

Mastering Customer Credits on Ooooby

A Comprehensive Guide to Managing Credits, Refunds, and Bulk Credit Operations… After an event has been completed you will have a couple of other ways to credit a customer… Scenario: A customer adds money to their account via cheque, direct debit, or cash

Managing Customer Orders for Pickup or Donation

Learn how to handle special order requests, including customer pickups and donations, without disrupting your delivery routes… If a customer wishes to donate their box: Navigate to Delivery Event Details… Whether it's facilitating a customer pickup or contributing to a good cause through donations, these