eCommerce Setup

Frontdeskify will host an online shop for your business. This guide will cover:

• Connecting PayPal Business account for collecting payments
• Adding options for delivery
• Adding products to the shop
• Creating product collections
• Managing orders

Connecting PayPal Business account

1. Navigate to PayPal Merchant settings by:
   • Main Navigation → Manage Practice → eCommerce Tab → Settings Subtab → PayPal Merchant section
2. Click on the "Connect" button.
3. This will take you to the PayPal page. Follow the on-screen instructions to complete the process.

Adding options for delivery

1. Navigate to Delivery settings by:
   • Main Navigation → Manage Practice → eCommerce Tab → Settings Subtab → Delivery section
2. Optional: In-store pickup can be enabled by clicking on the "Enable" button.
3. A new delivery option can be added to your online store by clicking the "New Shipping Option" button.
4. Fill out the details; then click the "Create" button.
5. Repeat steps 3-4 for each shipping option you would like to provide.

Adding products to the shop

Register inventory products for sale in the shop section of your site.
If you have not added any products to the inventory, see the Adding Products section of the quickstart guide.

1. Navigate to eShop Products settings by:
   • Main Navigation → Manage Practice → eCommerce Tab → Products Subtab
2. Click on the "New Product" button.
3. Fill out the details; then click the "Create" button.
4. Repeat steps 2-3 for each product you would like to sell online.

Creating product collections

Collections are used for organizing products in your online shop as well as featuring them on the shop's home screen.

1. Navigate to eShop Collections settings by:
   • Main Navigation → Manage Practice → eCommerce Tab → Collections Subtab
2. Click on the "New Collection" button.
3. Fill out the details; then click the "Create" button.
4. Repeat steps 2-3 for each collection you would like to create.

Managing orders

Past and pending orders can be managed from the eShop Orders section of the dashboard.

From here you can:

• Search for orders.
• Update the status of pending orders.
• Refund orders.