You can find the from the Dashboard or from the Orders page.
1. Click New Internal Order
2. Select or create a New Customer. Click Here to see how to create a Customer contact.
Start from the top and slowly work through the necessary fields:
- Adjust the Order Status (Optional)
- Select Product
- Select a Date
- Select a session time
- Update Quantities
- Update Participants (Optional)
- Select an Agent (Optional)
- Update the Payment details (Optional)
- Click Create Order
Important: Once the Order is saved, a manual email confirmation needs to be sent out. To do this
1. Click Email
2. Order Details: click send now to send an email straight away
3. Order Details: click more options to review and edit the email before sending.