Step 3: Invite Your Customers to Zoey!

Now that you are ready to go live, it's time to invite your Customers to your new wholesale portal!

Send Invite Email

Navigate to Customers > Contacts and select all by clicking on the checkbox in the top left corner of the grid, and select all in the center of the green bar at the top of the page.

If you don't want to select all, you may only select the customer(s) you want to invite at this time.

Click on Bulk Actions and select Send Invite Email.

You will get a pop-up confirmation to Send.

You may also Send Invite Emails from Customers > Accounts. This will invite all Contacts within the Accounts.