Help Center
From your account page, you can add others users to your account, edit their information and manage their access permissions.
1. Click on your name in the top right corner.
2. From the drop down menu select “Account”.
3. Find where it says “Manage Users” on the right.
4. Beneath your name on the right click “Add Admin”.
5. Fill out the employee’s information, including their own password.
6. Under “User Permissions” you can assign them what areas they can control.
7. Save changes.
1. Click on your name in the top right corner.
2. From the drop down menu select “Account”.
3. Under account information find “Change Password” towards the as bottom.
4. A window will popup and prompt you to enter your current password first and then you can make a new one.
5. Save changes.
1. At the top left corner select “Edit” under your Profile Image.
2. Your Media Library will pop up and you can select “Upload Media” to add a new image or select one you have previously added.
3. Click Add File(s).
4. Upload.
5. Select your image and click “Add Selected” at the bottom corner of the window.
1. Go to the Appearance page.
2. Click on the square color box for light mode and dark mode and choose a color for light.
3. Click Save & Publish in the top right corner.
Loop is your very own multimedia sharing platform.
1. Showcase your brand, content and creative self on the adapt Loop with videos and photos.
2. Add content whenever and wherever creativity strikes and keep your connections engaged.
3. Save your .png .jpg .gif .mp4 to your Image Library and access it from any device.
From the Post section:
1. Click on the blue ‘Create” button or on the box + pencil icon.
2. Insert Info under Write Post.
3. Choose Link/Services.
4. Choose Tags.
5. Save as Draft or Post.
1. Click ‘Services’ Category.
2. Click ‘Categories’ subcategory.
3. Click on blue Create tab on top right corner.
4. Add Title of Service and push Save.
From the Services section:
1. Click on the blue ‘Create” button or on the box + pencil icon.
2. Pick which type of service you wish to create.
3. Answer all the questions and fill in the info for each page and click the blue next button until done.
4. Save as Draft or Post.
1. Click Product Category.
2. Click ‘Categories’ subcategory.
3. Click on blue Create tab on top right corner.
4. Add Title of Category and push Save.
From the Products section:
1. Click on the blue ‘Create” button or on the box + pencil icon.
2. Answer all the questions and fill in the info for each page and click the blue next button until done.
3. Save as Draft or Post.
On this page you can include all of the following:
● Address
● Business Hours
● Phone Number
● Website
● Any social media or other accounts you want to link to your adaptsite
1. Click on “Manage”on the sidebar.
2. Go to “Settings” in the drop down under “Messages”.
3. Move the Appointment Reminders bar to on (blue).
4. Select when you would like to have the reminder sent out.
5. Fill out what number you would like to send it to.
6. Fill out any additional text you would like to add.
7. Save.
1. Click on “Manage” on the sidebar.
2. Go to “Settings” in the drop down under “Messages”.
3. Move the Vacation Responder bar to on (blue).
4. Choose the dates you would like to have the automated response be scheduled.
5. Fill out the message you would like to be sent out.
7. Save.
1. Click on “Manage” on the sidebar.
2. Go to “Orders”.
3. Your orders will be filtered by the date that they were ordered.
4. You can filter your orders by clicking on the icon to the right of the search bar.
5. Click on the order number to see more information, like payment, email, etc.
1. Click on “Manage” on the sidebar.
2. Go to “Orders”.
3. Whichever order you want to change, click on the drop down arrow in the “Status” column and change it.
4. A window will appear letting you know the customer will be notified of the change.
5. Continue.
6. If a new order was changed to in progress, it will be changed after confirming.
7. If any order is changed to canceled a window will appear asking to provide cancellation details.
8. If an in progress order is changed to Pickup Ready, a window will appear asking to provide pick up instructions.
1. Click on “Manage” on the sidebar.
2. Go to “Orders”.
3. Whichever order you want to change, click on the drop down arrow in the “Status” column and change it.
4. The order must be Canceled or Picked Up to be refunded.
5. The customer will be notified of the status change and from there you can choose to give them a full refund or enter the amount for a partial refund.
6. Once you confirm, the refund will be put back on the customer’s card.
1. Click on “Manage” on the sidebar.
2. Go to “Service Requests”.
3. Your requests will be filtered by the date that they were requested.
4. You can filter your requests by clicking on the icon to the right of the search bar.
5. Click on the request number to see more information, like date, payment, email, etc.
1. Click on “Manage” on the sidebar.
2. Go to “Service Requests”.
3. Whichever order you want to change, click on the drop down arrow in the “Status” column and change it.
4. A window will appear letting you know the customer will be notified of the change.
5. Continue.
6. If a new request was changed to in progress, it will be changed after confirming.
7. If any request is changed to canceled a window will appear asking to provide cancellation details.
1. Click on “Manage” on the sidebar.
2. Go to “Service”.
3. Whichever service you want to change, click on the drop down arrow in the “Status” column and change it.
4. The service must be Canceled or Picked Up to be refunded.
5. The customer will be notified of the status change and from there you can choose to give them a full refund or enter the amount for a partial refund.
6. Once you confirm, the refund will be put back on the customer’s card.
1. Click on “ Manage” on the sidebar.
2. Go to “Customers”.
3. Your customers will be filtered by the date that they last ordered/requested something.
4. You can filter your customers by clicking on the icon to the right of the search bar.
5. Clicking on their name or their recent activity will pull up their info, any notes you have on them, any orders they have made, and their shipping address.
1. Click on “ Manage” on the sidebar.
2. Go to “Shipping Options”.
3. Click on “Create” on the top right.
4. Fill in all the required information.
5. Save.
1. Click on “ Manage” on the sidebar.
2. Go to “Shipping Options”.
3. Next to “Allow Pick-Up” in the top left, create a new location.
4. Fill in all the required information.
5. Save.
A push notification is a message that pops up on a mobile device without the user having to be in the app or using their phone to receive it.
On your desktop:
1. Find and select “Promote” at the bottom of the left sidebar.
2. From the drop down menu select “Push Notifications”.
3. At the top right corner select the blue “Create” button.
4. Write your message (140 characters or less) in the popup window.
5. Send.
Note: You can choose to send it now or later. If sending it later, you just choose the day and time you want it to go out
On your desktop:
1. Find and select “Promote” at the bottom of the left sidebar.
2. From the drop down menu select “Push Notifications”.
3. At the top right corner select the blue “Create” button.
4. Write your message (140 characters or less) in the popup window.
5. Send.
Note: You can choose to send it now or later. If sending it later, you just choose the day and time you want it to go out
1. Select the blue edit icon (pencil in a box) under “Actions” on the right side of the push notification with a draft label that you would like to edit.
2. Note: Push notifications can only be edited from the desktop, not from the Connect app.