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Advice and answers from the Ooooby Team

Search results for:adding-customers
Managing Customers and Admin Access on the Crew Dashboard
Learn how to manually add customers to your platform and customise admin access rights to ensure your team operates efficiently and securely… Adding Customers Manually… Manually adding customers and editing admin access rights on the Crew Dashboard are straightforward processes
FAQ: Managing Customer Accounts and Payments in Ooooby
Adding Customers from the Backend… A: Detailed instructions for adding customers through the admin dashboard can be found in a separate… Finding Inactive Customers with Outstanding Balance
Adding a Discount to a Customer Account
Learn how to apply various discounts to your customers' accounts easily and effectively… Long Term: For customers who have been with your service or product for a significant period… Marketing: As part of promotional campaigns to attract or retain customers
Understanding Your Customer Account on Ooooby: Common Questions Answered
Instructions for adding customers directly from the backend are detailed in a separate article… Locating Inactive Customers with Outstanding Balances… Identifying Customers in Credit
Integrating GoCardless Payments with Ooooby: A Comprehensive Guide
Matching Customers… Finding and Adding the Ooooby ID:… To prevent double-billing, the system excludes customers from new exports if their payments have been
Accessing the Admin Dashboard: A Step-by-Step Guide
1. Adding Yourself as a Customer… Steps: Use the search field to find the person you're adding by typing their name, address or email… Steps: In the Customers Overview, navigate to "Customer Details," press "More Options," and choose
Troubleshooting Login Issues for Customers
Supporting Customers Through Login Issues… Encountering login problems can be a frustrating experience for customers trying to access their Ooooby… Here’s a guide to assist customers facing difficulties logging in
Managing Order Pauses for Customers and Hubs in Ooooby
Ooooby allows customers to pause their subscriptions… Customers Pausing Their Own Orders… Access Dashboard: Customers log in and navigate to their dashboard
Advanced Billing and Debt Management in Ooooby: A Comprehensive Overview
Streamlining Financial Transactions for Hubs and Customers… Advanced billing in Ooooby operates similarly to a prepaid account, where customers pay in advance for… This approach provides several advantages: Flexibility for Customers: Allows changes to orders
Frequently Asked Questions: Managing Products in Ooooby
Adding New Products… management in Ooooby involves various tasks such as bulk updates, dealing with unavailable products, and adding… Q: What do I do if customers have ordered a product that I now can't supply?