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Client Storefront Setup Guide
Below you will find the following information and videos for setting up your storefront. Feel free to scroll down through or click a category to be taken directly to that information.
Calendar Sync Settings
Calendar integration enables you to view and edit your appointments using a Google Calendar. Any edits you make will automatically sync across your devices and the RTV System. Use of this feature requires a Google Account and Google Calendar. In this video, we go over the steps for syncing your Google Calendar to your RTV account. This allows your clients to schedule appointments directly through your storefront.
Service Area
These settings enable you to define your service areas and also allow you to block orders from outside your service zone. If blocked, basic project details are captured and sent to you via email for your review. Watch the video below for details on setting this up.
Scheduling Settings
The Automatic Scheduling System is used to automate the scheduling process. When enabled, your order forms will allow your customer to choose a photography date and time from available time slots. Your company service area, individual photographers’ service areas, already scheduled orders, and daily schedules are all taken into account. Watch the video below for further detail on setting up your scheduling settings.
Email Settings and Templates
Our email settings page is used to manage your RTV email accounts. You can use it to choose your default email account that is used to send delivery, contact, lead, and other emails sent by RTV’s System. The email templates page is for controlling the account used to send emails automatically sent out by your account. You can create multiple emails, enable/disable email notifications, and edit the email templates themselves to your liking. Watch the video below for more on email settings and templates.
Order Settings
Default Payment Collection Terms allow you to easily manage the invoicing and collection of payment for your photography, virtual tour, and aerial drone orders. Watch the video below to review the available methods for collecting payments from your storefront.
Storefront Settings
In the video below we walk through the storefront settings, place an order, navigation of the storefront, and more.
Creating Packages and Add On’s
Packages and Add On’s allow your clients to purchase the different products and services you have to offer, and place orders directly from your storefront. Here we show you how to create and customize your packages and add on’s to fit your needs.
White Labeling (MyBrand)
White Labeling Settings allows you to make it so that the only brand your customer is exposed to, is yours. To white label the URLs used to access the system, you must point your domains to our servers and register them. This video will show you how to set up white labeling for your MyBrand as well as Storefront using Godaddy as your hosting service.
Tax Settings
The “Automated Tax System” enables you to automatically calculate and add tax to orders placed via the ordering system. In order to calculate taxes, the system needs you to configure your tax categories, tax rate zones, and calculation settings. Tax Categories control which of your services are taxable. Tax Rate Zones control the tax rate of each tax category and is able to be set for individual geo locations. Below you will find the Tax Calculation settings.
Photographer Capabilities
In order for the automated scheduling system to work, it needs to know if your photographers are qualified enough for each service you offer. If all of your photographers are of the same caliber, you can set that below. If not, you can set which skills they have by default below. As you add more services, you can create additional skill requirements.
Online Payment Settings
Below you will find links to articles specific to setting up your online payments.
- How to set up Square
- How to set up Stripe
- How to set up PayPal
- (Intuit QuickBooks is currently under development)
