Configure Online Order Communication Preferences (How-To)

Article Details

Summary

Turn on notifications and communication preferences so staff and customers get updates on the status of Customer Portal orders.

Steps

For Staff Users

  1. Go to Reports & More Icon » Groups.

  2. Find the Notification: New Online Retail Order Received permission. Turn it on for each user group that should get an in-app notification when retail is purchased.

    Permission settings for online retail order notification.

For Pet Parents

  1. Go to Admin » System Email.

  2. Turn on the email templates you want to use.

    Online order notifications list

  3. To add a link to a pre-recorded meeting, add it to either email template. You can also use the Canned Emails at Admin » Canned Email Templates.
  4. Select Save.

Field Guide

Setting Description Helpful Hint
New Online Retail Order Received If on, the customer gets the "Online Order Received" email when they place an order on the Customer Portal. To change the wording, go to Left-Hand Navigation: Admin » System Email.
Online Retail Order Ready for Pickup If on, the customer gets the "Online Order Ready for Pickup" email when staff marks an order as ready for pickup. To change the wording, go to Left-Hand Navigation: Admin » System Email.
Global email on If on, your app can send emails to customers. This setting must be on for customers to get emails about Customer Portal purchases.

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