Adding a new order

If you want to add a new order for a client you can follow these easy steps:

1

The first step is to click Clients Step 1 image

2

Once you've found your client, click on the 3 dots to the right. Click Add an order


**If this is a new client, click the + sign in the top right to add the Client account first** Step 2 image

3

Click Start in the Standard or custom order depending what is you needs

4

Select the type of services you want to create


5

Select the service(s)  

7

Type in the Property's address, and click nextStep 7 image

8

Select the appointment date

Step 8 image

9

You can decide to which photographer you want to assign the appointment and select the time. Then Scroll down and click Assign

Step 10 image

10

Check the boxes for any additional services, and click next

Step 11 image

11

You can add any additional information, or some else email address that you want to notify, you can also select between the different options. Then click next

Step 13 image

12

In the last step, you can review all the order's details. When you are ready you can choose a payment method and click Confirm AND PAY
Step 15 image

Here's an interactive tutorial for the visual learners

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