Training Library

Tutorials

Get Started Guide

Tutorial

HOW TO: Set Up Online Booking

Calendar Store Settings

Tutorial

HOW TO: Create New Sale

Tutorial

HOW TO: Add Minimum Notice for Cancellation Fees

Tutorial

HOW TO: Add Sales to an Order with Barcode Scanning

Tutorial

HOW TO: Print an Inventory Item Label

Inventory Store Settings

Tutorial

HOW TO: Set up Label Design Layout

Tutorial

HOW TO: Create a Purchase Order

Point of Sale POs/Receiving

Tutorial

HOW TO: Set Up Notification Lists

Messaging Store Settings

Tutorial

HOW TO: Configure Text Message Settings

Messaging Store Settings

Tutorial

HOW TO: Add a Department

Inventory Store Settings

Tutorial

HOW TO: Create Return Categories

Point of Sale Store Settings

Tutorial

HOW TO: Configure Text-to-Pay Settings

Point of Sale Store Settings

Tutorial

HOW TO: Set Up Taxes for Additional Fees and Shipping

Point of Sale Store Settings

Tutorial

HOW TO: Add a Pre-populated Payment Amount

Point of Sale Store Settings

Tutorial

HOW TO: Add a Release of Liability Agreement

Point of Sale Store Settings

Tutorial

HOW TO: Set up Sales Agreements

Point of Sale Store Settings

Tutorial

HOW TO: Add a Work Schedule

Tutorial

HOW TO: Add User Time Punches

Tutorial

HOW TO: Add User Sales Goals

Tutorial

HOW TO: Create a ‘How You Heard” Tag

Tutorial

HOW TO: Set up Customer Categories

Tutorial

HOW TO: Set up Sales Goals for Your Store

Tutorial

HOW TO: Configure Your Starting Numbers for Sales, POs, and Receiving Vouchers

Tutorial

HOW TO: Set up Your Poppy Store Profile

Tutorial

HOW TO: Create a Contact Auto Flow

Tutorial

HOW TO: Make a Partial Return

Tutorial

HOW TO: Allocate a Payment to an Item on a Sales Order

Tutorial

CÓMO: Configurar probadores

Tutorial

Poppy Bridal Store iOS App Overview

Poppy Management App

Tutorial

HOW TO: Download the Poppy Bridal Store iOS App

Poppy Management App

Tutorial

HOW TO: Switch Between Stores on the Poppy Bridal Store App

Poppy Management App

Tutorial

HOW TO: Enable & Disable Enable Tips

Point of Sale Store Settings

Tutorial

How To: Add/Link Group Members to an Event

Customer Management

Tutorial

HOW TO: Unlink Group Members

Customer Management

Tutorial

HOW TO: Add Multiple Sales Orders to an Existing PO

Customer Management POs/Receiving

Tutorial

Emailed Payment Confirmations

Tutorial

HOW TO: Deactivate Fitting Rooms

Tutorial

HOW TO: Create & Edit Users

Tutorial

List of User Roles & Permissions

Tutorial

GLOSARIO: Tipos de Informes de Poppy

Tutorial

HOW TO: Process a Return and Issue a Refund

Tutorial

HOW TO: Edit an Associate within a Sales Order

Tutorial

HOW TO: Deactivate a User & Reassign Their Activities

Tutorial

HOW TO: Perform an Inventory Count

Tutorial

HOW TO: Add Inventory Items (Manually)

Tutorial

HOW TO: View Deleted Appointments

Calendar Customer Management

Tutorial

HOW TO: Add Color Groups to a Vendor

Inventory Store Settings

Tutorial

HOW TO: Add a Vendor Note or View a Vendor Change Log

Inventory Store Settings

Tutorial

HOW TO: Add a Size Chart to a Vendor

Inventory Store Settings

Tutorial

HOW TO: Create a New Vendor (Manually)

Inventory Store Settings

Tutorial

HOW TO: Add Additional Charges to Individual Sizes

Tutorial

HOW TO: Add Notes to a Cancelled or No Show Appointment

Calendar Customer Management

Tutorial

HOW TO: Change the Timezone on your Clover® Flex or Mini

Tutorial

UPDATE: Changes to Customizations

Inventory Point of Sale

Tutorial

HOW TO: Set up Services as an Item

Tutorial

HOW TO: Change an Appointment Status

Calendar Customer Management

Tutorial

HOW TO: Send Customer Interview Links & View Responses

Customer Management Messaging

Tutorial

HOW TO: Add Customer Interviews to Templated Emails

Tutorial

HOW TO: Setup Custom Questions for a Bridal Interview or Online Booking

Tutorial

HOW TO: View All Images and Videos from a Text Conversation

Tutorial

HOW TO: Make a Bridal Customer’s Conversation Priority

Tutorial

HOW TO: Add a To-do from Text Hub

Tutorial

HOW TO: Send a Message in Text Hub

Tutorial

HOW TO: Connect your Twilio Number to Poppy

Messaging Store Settings

Tutorial

HOW TO: Set up a Twilio Account for Two-way Texting

Tutorial

HOW TO: Use Text to Pay

Tutorial

HOW TO: Set up Minimum Scheduling Notice

Tutorial

HOW TO: Curated Styles for Customers

Customer Management Showroom

Tutorial

HOW TO: Review Messaging Logs

Tutorial

HOW TO: Save a Customer’s Card on File

Customer Management Point of Sale

Tutorial

HOW TO: Create a New Customers

Customer Management

Tutorial

GLOSSARY: Email Template Editing Tools

Tutorial

GLOSSARY: Poppy Report Types

Tutorial

HOW TO: Create a Text Message Template

Tutorial

HOW TO: Create an Email Message Template

Tutorial

HOW TO: Configure your Email Message Settings

Tutorial

HOW TO: Create Tags for Messages

Tutorial

HOW TO: Add Brand Elements to Messages

Tutorial

HOW TO: Edit Appointment Confirmation Settings

Calendar Store Settings

Tutorial

HOW TO: View Poppy Reports

Tutorial

HOW TO: Delete Inventory Items

Tutorial

HOW TO: Delete Items from Item Setup

Tutorial

HOW TO: Add the Online Booking iFrame to a WordPress website

Tutorial

HOW TO: Assign Tips Post-sale

Point of Sale Reports

Tutorial

HOW TO: Poppy Live Chat Support

Tutorial

HOW TO: Use Customer Pickup Workflow

Tutorial

HOW TO: Set Up Sales Tax

Tutorial

HOW TO: Record a Sale Taken Outside of Poppy

Tutorial

What are Business Hours?

Tutorial

HOW TO: Set Up Special Hours

Tutorial

HOW TO: View Daily Payments Report

Tutorial

HOW TO: Make a Payment to Existing Sales

Tutorial

HOW TO: Void or Refund a Transaction

Tutorial

HOW TO: Set up your Bridal Store’s Calendar

Calendar Store Settings

Tutorial

HOW TO: Set Up Appointment Types

Tutorial

HOW TO: Set Up Fitting Rooms

Tutorial

HOW TO: Configure your Calendar Settings

Calendar Store Settings

Tutorial

HOW TO: Set Up Seasonal Hours

Tutorial

HOW TO: Set up Store Hours

Tutorial

HOW TO: Add an Item to Inventory/Showroom

Inventory Showroom

Tutorial

HOW TO: Create a new Appointment

Tutorial

HOW TO: Add/Edit a ‘To-Do’

Tutorial

HOW TO: Add & Hide Poppy Dashboard Widgets

Tutorial

HOW TO: View Inventory Items

Inventory Showroom

Tutorial

HOW TO: View Canceled Appointments

Tutorial

HOW TO: Cancel an Appointment

Tutorial

HOW TO: Confirm Pending Appointments

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