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Check a customer user's invite status
Find out how to doublecheck an invited customer's account status with Cut+Dry.
On this page:
Overview
When you invite a customer to use Cut+Dry, we send an email and/or text message to them, asking them to sign up with you.
After that invite is sent, you can:
Tip: If the same user is involved with multiple restauraunts or customer accounts, they do NOT need to be invited more than once. Simply follow the steps to Add a user to a customer account, adding that person to each customer account, using the exact same contact details.
Follow these steps to check status of your customer's Cut+Dry account.
Check a customer's invite status
- Select Customers from the navigation menu.
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- Find and select your customer.Tip: You can search by Salesperson, use the customer filters, or start typing into the search box.
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- Check the Status column for status:
- Invited: The invite was sent but your customer not yet signed up for the Cut+Dry app with the email/phone number you added for them.
- Signed up: The customer has activated their Cut+Dry account and is connected with you, but they have not submitted any orders.
- Ordered: The customer is actively connected and has submitted an order in the app.
Result
If a customer has not yet signed up, it's possible that their contact information was incorrect. You can also always resend a customer invite, too. Both tasks are accomplished on the same screen!
Resend a customer invite
- Select Customers from the navigation menu.
- Find and select your customer.Tip: You can search by Salesperson, use the customer filters, or start typing into the search box.
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- Under Users, select the pencil icon by the primary contact's name.
- In the Edit User popup, verify the customer's' email address and/or mobile phone number.
Tip: Either an email address or phone number is required in order for the customer to receive the invite.
- Select either Resend invite via text or Resend invite via email.Tip: If an email or phone number is not entered, the corresponding resend button will be grayed out.
