If you would like to place an order for your customer via a contact profile, click on the “Contacts” link in the left-hand navigation of your CE Back Office.
If you are placing an order for an existing contact, search for the contact using the search bar. Once located, click on the “Order” button to the right of their name.
If your contact has not been created yet, click the “create new contact” button at the top-right of your screen. Enter the contacts’ information and hit “Save.” Then, search for the contact you created and click on the “Order” button to the right of their name.
Clicking the “order” button will launch you into “concierge mode,” which means you are placing the order within the contact’s account. You can tell you’re in “concierge mode” by checking the black banner at the top of your browser window. It will say, “Shopping for: [customer-name].”
If you would like to place the order under an event, click on the “Events” link in the left-hand navigation of your CE Back Office. From there, select the event you would like to place the order under.
From the event management view, click the “Guest Orders” tab. Then click the “New Order” button. You can also select the “Order” button in the all events view.
You will see a pop-up message asking you to search for an existing contact or to create a new contact. If the customer you’re ordering for is an existing contact, you can search for them by name. If the contact is brand new, you can create a new contact within this pop-up.
Once you have selected the contact you’re ordering for, click the “start order” button. From there, you will be launched into the shop in “concierge ordering mode,” which means you are placing the order within the contact’s account.
You can tell you’re in “concierge mode” by checking the black banner at the top of your browser window. It will say, “Shopping for [customer-name] Host: [event-host-name].”
Please note that the host information only shows in the black banner if you are shopping under an event. Complete the order at the checkout, and you will receive a commission for the purchase!
Pro Tip: The cutoff time for orders to count as same-day is 11:59 PM CT. If the order is placed after this time, it will count towards the next day. Keep this in mind as you or your customers are placing orders on the last day of the month.