whooo wants to party?!

how to create a party, enter orders, & enter hostess rewards

how to create a party

step #1

log in to your back office & go to the party tab select "add new event"

step #2

"create new hostess" (unless she is a previous customer then you would select her name from the drop down box) for this tutorial we will create a new hostess


step #3

the only information required is just their name & "save new"


step #4

fill out all the following info & "save new"! That's it! You have just created a party!



how to enter customer's orders

step #1

Go to the party "home" & select "new order"


step #2

from the drop down bar select "create order from a new guest"


step #3

just like when you created the party you will enter the name (see step #3 in creating party) then you will enter the order by item number where it says "quick add". Once you have entered the order you can add the credit card payment. As soon as payment has been made you can hit "post order" this will send the order to the nest. The order do NOT have to be sent in all at the same time. The Nest will start working on them once they are posted.

step #4

select "new order" & repeat 1-4 until all customer orders have been entered. Do NOT enter the hostesses order yet.


how to book a party off of another party

step #1

So our Hostess Erin here has a friend that wants to book a party. For every party booked Erin will get an additional 50% off item.

To enter the party to the bookings tab & select "new booking"

Step #2

Select their name from the drop down box & enter the day. (start & end are optional) then "save changes"


step #3

click on the person's name you just entered.


step #4

"open" the party you have just created


(I accidentally entered the party twice so disregard the second one. sorry)


step #5

select "upgrade event" it will bring you to repeat step #4 in creating a party. once you "save new" you are finished. & this party will show up in your party tab as an open event.


entering hostess rewards

step #1

go back to the the "home" party page & select "new hostess order"


step #2

select "click here to add & edit hostess rewards"


step #3

the next screen will look like this... you will click each one & enter the hostesses rewards.



step #4

this is how it will look when it is all entered. if the hostess wants to order more than her hostess rewards enter it using "quick add" just like you did with the other customers. last thing to do is enter payment


closing party

step #1

once all orders are in go to the "close Party" tab & "validate" the rewards.


step #2

if everyone has paid you checks or cash you can pay at the end with one card transaction. You would enter your card info & then make payment & close party" if you have already entered payment information you can just "close the party."