Selling & Customers

Add reusable products with a type, default price, and unit so sales and reservations are faster to enter.

Move an order through its lifecycle - confirm, mark fulfilled, mark as paid, duplicate, and generate a receipt PDF.

Create an order for a customer, mark it paid, and tie it to inventory.

Track products, customers, and orders, and watch revenue and open orders at a glance.

Record a walk-in or phoned-in reservation yourself, into a wave.

Configure the SMS and email messages that go out when a reservation is made and before pickup.

Request and view reviews from your Pre-Sales customers.

The run detail is the hub for one product: reservations, waves, waitlist, dispatch, and the inbox.

Review customers locked out for repeated no-shows, and remove a lockout.

Group reservations into pickup waves, then broadcast a message to a whole wave.

Send a one-off custom email to a reservation's customer, and log phone calls to its history.

Track delivery, opens, clicks, bounces, and suppressions for your reservation emails.

Bookmark inbox filters as saved views, set a default, and undo recent inbox actions from Action history.

Take pre-season reservations on a public page, with an automatic waitlist, confirmations, and pickup reminders.

See SMS usage and quota, manage consent, and configure texting for reservations.

From the Presales "More" menu, run a year-end Sales-tax report and set up your Producer trust profile.

Use the slot scheduler and dispatch view to organize pickup waves and mark no-shows.

Assign time slots within a pickup wave - auto-assign everyone or set individual slots.

Give buyers a link (and QR) to reserve from your branded page - no app needed for them.

Move reservations through Upcoming, Ready, Fulfilled, and No-show on Pickup dispatch, and handle replies in the Communication center Inbox.

Sync products and orders with your existing store, or automate with Zapier.

Prove your colonies meet a grower's frame-strength minimum with a generated report.

Add growers and track their crops, payment terms, and contract payment status.

Track growers, contracts, hive counts, rates, and windows, with contract templates.

Plan which yards and hives go to which contracts and when.

Start from a template, edit a draft agreement, or upload your own contract.

Create branded share cards for a honey batch or your producer profile to post and print.

From your reservation link, view status and balance, change your pickup window, update contact info, or cancel.

How your customers reserve honey from your public page - no account required.

Customers scan the QR on a jar to see the producer, floral source, and harvest details.