Common workflows

These step-by-step guides show the correct order when a task spans profile, operations, payments, and publishing.

Prerequisites

• You have access to the modules used in the workflow you want to follow.
• Use test data when trying a process before publishing.

What you will learn

• how to create your first service or item
• how to issue a refund, reschedule a booking, and invite an employee
• how to publish a widget and troubleshoot a missing menu item

Create your first service or item

1. Open Services/Products → Categories and create the category.
2. Return to Services/Products.
3. Select Add service/product.
4. Enter the name, price, category, and required industry information.
5. Connect options if needed.
6. Publish the item.
7. Open the widget as a customer and check the price and availability.

Refund a paid order

1. Find the order under Orders → Order list.
2. Open the order and check the payment status.
3. Select Payment actions → Refund when the action is available.
4. Choose a full or partial amount and confirm.
5. Check the payment log.
6. Tell the customer how long the provider is expected to take.

Also cancel the order itself if it will not be delivered. A refund alone does not always change the order status.

Reschedule a booking

1. Open Bookings → Calendar or Reservations.
2. Find and open the booking.
3. Choose a new date and time.
4. Check the employee, table/resource, and capacity.
5. Save.
6. Confirm that the original time is available again and inform the customer.

Invite an employee

1. Open Admin → Employees.
2. Select Invite employee.
3. Enter the mobile number connected to the employee’s Vipps account.
4. Optionally add an email address, then choose Administrator or Employee.
5. Send the invitation.
6. Ask the employee to accept with the user account that has the same mobile number.
7. Check access and the work schedule afterward.

Publish a booking or ordering widget

1. Complete the profile, opening hours, legal information, and products/services.
2. Connect payments if customers will pay online.
3. Configure the Widget.
4. Test the complete customer journey in a private browser window.
5. Publish the business from Get started.
6. Add the customer link or embed code to your website.
7. Test on mobile and desktop after publishing.

Troubleshoot a missing menu item

1. Check that you are in the correct business.
2. Check the industry—names and features vary.
3. Open Apps or Get started and check that the feature is active.
4. Check the subscription and your role.
5. Refresh the page or sign in again.
6. Contact support if the feature is still missing.

Next steps

Read Frequently asked questions or open the detailed guide linked from each section.