First, click on the ‘Settings’ Tab on the left hand side of the dashboard, then click on the ‘Manage Users’ and finally click on ‘Users’.

Here, you can create a ‘manager’ account. A manager will be somebody that will be given access to the dashboard of your store.

Click ‘Create manager, the following page will appear:

Enjovia already has preset permissions for default roles. If you want to edit these or create your own roles to save time in future, click here to find out more about roles.

Otherwise, select the permissions you want for the new manager, fill in their username and password, then click ‘create manager’.

Your new user will be created.

To do this, you will need to get to the last part of the quick checkout process, then click on the ‘Discount’ / ‘Promotion’ link.

These will open relevant pop-ups that will allow you to either enter a custom discount, or apply a promotion.

The quick checkout will allow you to purchase a voucher on behalf of a customer, whether they are in front of you or on the phone.

There are four different steps in the quick checkout:

Catalogue

The catalogue section is where you will be able to search for the product your customer wants and then add it to your basket.

Messages

This section is where you can add a personal message to the product(s) that are in your order. This message will be shown on their voucher when it is printed/downloaded.

Delivery

The delivery section is where you specify how the customer will receive their voucher(s).

Here you will have an option (depending on what fulfilment options your products have) of specifying if the voucher can be sent via email, post or to be collected.

When picking the postal delivery option, you will be prompted to pick the packaging option as well as the shipping type for the order. When picking collection, you can specify the collection point also (if this has been added previously in the fulfilment options).

Payment

The payment page is just that, the pay in which the payment is taken (if the value of the order is above 0). This is also the page where you are able to add any promotional codes or to discount the order.

If you are not taking payment for the order via the Enjovia platform and instead are taking payment in person/on your own internal payment system, you would pick ‘Alternative Payment’ and ignore the ‘Pay by Card’ section.