Start Here

• Welcome to Zoey
• Fill Out This Form
• The Implementation Program
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Getting Started with Zoey

• Adding My Team
• Enter Your Business Info
• Data & Requirements

Module 1: Products

• Module 1 Overview
• Product Import Templates
• Product FAQ's
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Module 2: Customer Portal & Designing Your Storefront

• Module 2 Overview
• Theme Design Quick Start Guide
• Theme FAQs
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Module 3: CRM - Customers & Accounts

• Module 3 Overview
• CRM at a Glance
• When do I Import Accounts and Contacts?
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Module 4: Shipping & Payment Methods

• Module 4 Overview
• Setting up Shipping Rates
• Setting up Payment Methods
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Module 5: Order Management

• Module 5 Overview
• Setting up Emails and PDFs
• Sales Quotes & Drafts
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Module 6: 3rd Party Integrations / Zoey Mobile App

• Module 6 Overview
• How to Download and Use the Mobile App
• Creating Orders in the Mobile App
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Module 7: Go-Live Final Steps

• Module 7 Overview
• Step 1: Complete the Final Go-Live Checklist
• Step 2: Set up Your Domain and SPF Record* (*required)
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What happens after Go Live?

• Post-Implementation Support