This section will guide you through enabling the notifications and communication preferences so that you can ensure that when a customer purchases an item from the Customer Portal, both Staff and the Customer are updated regarding the status of that order.

Configure Online Order Communication Preferences

For Staff Users

1. To enable communication for Staff Users, navigate to Reports & More Icon » Groups.
   
   
2. Locate the Notification: New Online Retail Order Received permission and enable it for any user group that you'd like to receive an in-app notification when retail is purchased.
   
   
   
   

For Pet Parents

1. To enable communication for pet parents, navigate to Admin » System Email.
   
   
2. On this page, enabled the following email templates if you'd like:
   
   
   
   
3. To include the link to the pre-recorded meeting, it can be added to either of these Email Templates, or you can utilize the Canned Emails via Admin » Canned Email Templates.
   
   
4. Save your changes.

Field Guide

Related Resources

• Sell Retail Topic Outline
• Sell from the Point of Sale Tab How-To
• Sell from the Cart How-To
• Sell from the Dashboard How-To
• Sell from the Reservations Details Page How-To