Telephone Settings
This screen lets you set up how manual orders are taken over the phone, including what customer details are shown and how members are assigned.
What you can do here
- Remove the Search Customer field from manual orders
- Remove the Credit Card form from manual orders
- Assign a membership level to customers when taking a manual order
Step by step
- Go to Settings > Advanced Settings > Telephone Settings.
- Update the settings as preferred.
- Save your changes.
Tips
- Turn off the Search Customer field if your team usually takes new customer details over the phone.
- Remove the Credit Card form if you take payment another way, like over the phone directly.
- Assigning a membership level here means members get their perks even on orders placed by phone.
Ask the assistant
AI assistant support for this screen is coming soon.