RESOURCES / GUIDES & TUTORIALS

Find a task.
Take the next step.

Short, practical tutorials for your website and daily operations. Choose a topic and open a guide to read the steps.

START WITH THE WHOLE PICTURE

A setup plan before
the first task.

Getting Started walks through the materials to prepare, the first setup phases and the Console checklist that guides your launch.

BROWSE BY THE WORK

Open a tutorial to read its three steps, then continue in Console when you are ready.

Prepare the pages and product information your customers will see.

3-STEP TUTORIAL

Arrange a page, save a draft and review it before publication.

Open the page builder for the website you are working on and choose a page to create or edit.
Start with a blank page or available starter, then arrange editable sections, components and content around the page’s purpose.
Save the draft and review desktop and mobile previews. Check the content and links before an authorized teammate publishes.

3-STEP TUTORIAL

Move from a useful product record to a deliberate website selection.

Create or update the product record with a clear title, description, identifiers, media and relevant variants.
Review the product listing that presents the offer to customers, alongside the product information behind it.
Choose the listings that belong on the website and review their storefront presentation as part of the website assortment.

Give the next handoff and the next conversation a clear place in the plan.

3-STEP TUTORIAL

Review the order, choose the scope and organize the handoff.

Open the order and review its items, totals, addresses and separate order, payment and fulfillment statuses.
Choose the fulfillment location, order lines and quantities that are ready to move.
Keep picking work, package contents and shipment records connected to the order as the fulfillment progresses.

3-STEP TUTORIAL

Use the relationship context to give the next activity a useful purpose.

Open the contact and review the details, notes and recorded history relevant to the next conversation.
Create a task, call or meeting with a subject, due date and related contact record.
Review the activity in context and mark the work complete when it has been handled.

Work with restaurant service details and rental dates in their local context.

3-STEP TUTORIAL

Prepare local details, guest context and kitchen work for the service ahead.

Review the restaurant location’s hours and the menu version or schedule planned for that location.
Filter reservations by date, location and status, then review party sizes and available table context.
Review restaurant orders and open the relevant kitchen station to follow active ticket items, notes and progress.

3-STEP TUTORIAL

Keep availability, booking details and tracked-asset conditions in view.

Choose the rental dates and location, then review the calendar’s available quantities and total capacity for the product.
Open the booking and check its items, dates, location and pickup or delivery details before the handoff.
For confirmed bookings with tracked assets, allocate the items and record condition at checkout. On return, record each tracked item’s status and incoming condition.