Click on Orders on the menu bar.
Click the BLUE Add Order button on the top right corner of the page.
A1: If this order is for yourself, place a check-mark in the box titled This Order Is For Myself. If not, skip to B1 or C1.
A2-Click the GREEN Next button to proceed.
A3-Add To Cart whichever type service you are wanting to purchase. To select in-house billing, place a check-mark in the box titled Continue Without Discount. To continue with a cash order (pay in full at time of purchase) place a check-mark in the box titled Apply One Time Discount and move to A4. If billing, move to D1.
A4: Click the GREEN Next button. At this point you will be able to email this order to customer to complete. If they are there in person with you, you can proceed to next step below.
A5:The order agreement and signature box will appear. The customer will need to review the agreement and place a check-mark in the box acknowledging that they have read and agree to our terms before the signature box will unlock for them to be able to sign in.
A6: Once they have signed, they can click the GREEN Submit and Go To Payment button.
A7: Select Payment Method; Credit/Debit card or Cashiers Check. Enter the info into all fields that appear according to which type payment you selected. Click the GREEN Next button.
A8: This last step is a Review of your Order before selecting Submit Order. Once you select Submit Order, your card will be charged and your signature sent to customer service for approval.
B1: If this order is for an existing Lead, type their name or email in the customer field. Their info should populate in a popup, click on it.
Refer to A3-A8 above to proceed.
C1: If this order is for a brand new customer, click the Create New Lead option that appears next to the customer field.
C2: A popup will appear requiring you to enter in the Leads information.
C3: Click the GREEN Create button to proceed. Refer to A3-A8 above to proceed.
D1: Customer will be prompted to enter in their billing information ie; payment due date, term length, credit/debit card info for auto monthly payment.
D2: Refer to A5-A8 to proceed.
Please sign in to leave a comment.