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How to guides for Bottle

Check out Bottle's how-to guides to get specific information on your setup.

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Add a Javascript Header or track page clicks with Meta Pixel
You may want to gather some more information about how your customers are interacting with your Bottle store. In this article, we will help you get this in place and get those analytics rolling.…
- updated 1 yr ago
- 91
- How to guides for Bottle
Add a signup form to your store selection page.
https://www.loom.com/share/d26b5cd3ec7d40f1ae0650f62c783cf3?sid=415646b4-9c5c-4615-8bf7-af81edad3cb8 Accessing the Dashboard and Edit Site Navigate to the dashboard.…
- updated 11 mths ago
- 40
- How to guides for Bottle
Add Bottle as an app on your phone's home page.
Bottle is now supported as a PWA. This is the first step to getting Bottle on your phone as an app and receiving phone notifications. In this article we'll outline how to get Bottle on the home…
- 1 mth ago
- 20
- How to guides for Bottle
Add Content Blocks into your Bottle Store
https://www.loom.com/share/f57a18ca8f31428e96c94d51ddd13d25 Step-By-Step Step 1: Accessing the Dashboard Begin by logging into your Bottle account. Navigate to the Bottle Dashboard.…
- updated 10 mths ago
- 67
- How to guides for Bottle
Archive a customer conversation.
Steps to archive a customer conversation. Find the customer's profile that you want to archive You can do this by using the search bar or clicking their name in the list on the "messages" tab.…
- updated 1 yr ago
- 46
- How to guides for Bottle
Charge a customer for an order
Contents How to charge your customer Step-by-step Maybe you run a catering business, or your customer is having trouble finishing checkout and has asked for help.…
- updated 1 yr ago
- 35
- How to guides for Bottle
Create a custom invoice in Bottle
Whether you need to handle a specific catering order or handle a charge for an addition to a separate order, Bottle invoices are the best way to get an individualized order to your customer.…
- updated 5 mths ago
- 149
- How to guides for Bottle
Create an order to send to a customer.
Some customers like to order directly through the merchant. Others need general assistance in getting their order through to you. In any scenario, you may need to create the order in the customer's…
- updated 1 yr ago
- 43
- How to guides for Bottle
Customize your Bottle site
Everyone has their own personal flair! In this article we're going to teach you how to edit your Bottle site using the storefront tab of the dashboard settings. Customizing your store https://www.…
- updated 1 yr ago
- 54
- How to guides for Bottle
Find the Direct Link to your Bottle Store
Introduction: This guide provides a step-by-step process for locating and using the direct store link for your stores on the Bottle platform. A direct link lets you easily share your store with…
- 1 yr ago
- 29
- How to guides for Bottle
Give a customer account credit
In this helpful article, we will cover the steps to add and remove account credit to a customer's account within your Bottle account. How to video https://www.loom.…
- 1 yr ago
- 57
- How to guides for Bottle
Give your customer(s) a custom referral code.
If you're running a referral program, you probably have a couple all stars that need a custom referral code that makes it easier to get people to your store.…
- updated 1 yr ago
- 47
- How to guides for Bottle
Help a customer log in without a login token.
Customers may get stuck at the login page for one reason or another and reach out for help! In this article we'll show you how to grab a direct login link that you can share with the customer to help…
- updated 1 yr ago
- 28
- How to guides for Bottle
Manage Notification Settings
https://www.loom.com/share/4952a9de93dc42b2ab2e7830bc54a4cd?sid=6016c5bf-8e82-48d7-a9a5-3f3e318f4bb6 Stay on top of your business with customizable notification settings in Bottle.…
- 1 mth ago
- 5
- How to guides for Bottle
Manage your Bottle Subscription
https://www.loom.com/share/67cad6d9a7c846ebb869680290f03690?sid=b56632e3-454d-458f-9d5e-4ff2b7153314 How to Find and Edit Your Bottle Subscription Payment Method Access your Bottle Dashboard:…
- 11 mths ago
- 33
- How to guides for Bottle
Manually block a customer from receiving messages.
How to block outbound SMS to a customer https://www.loom.com/share/f2591fb4cdf2477e828931b76c968764 Steps to block outbound messages. Find the customer's profile that you want to block You can do…
- updated 1 yr ago
- 26
- How to guides for Bottle
Navigating on the Bottle Mobile dashboard
Bottle's dashboard is now entirely mobile friendly! You can manage your stores, chat with customers, or check your sales all entirely and easily from your mobile device.…
- updated 2 yrs ago
- 49
- How to guides for Bottle
Setup Taxjar in Bottle
Bottle has an integration with a tax specialist that allows you to calculate taxes automatically at checkout for customers. This article will show you how to get that set up!…
- updated 1 yr ago
- 69
- How to guides for Bottle
The Reports Tab in Bottle
Bottle offers a variety of different reports you can download within your dashboard. In this article, we'll give an outline of each report and what information they will contain. https://www.loom.…
- updated 10 mths ago
- 60
- How to guides for Bottle

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How to guides for Bottle

Add a Javascript Header or track page clicks with Meta Pixel

Add a signup form to your store selection page.

Add Bottle as an app on your phone's home page.

Add Content Blocks into your Bottle Store

Archive a customer conversation.

Charge a customer for an order

Create a custom invoice in Bottle

Create an order to send to a customer.

Customize your Bottle site

Find the Direct Link to your Bottle Store

Give a customer account credit

Give your customer(s) a custom referral code.

Help a customer log in without a login token.

Manage Notification Settings

Manage your Bottle Subscription

Manually block a customer from receiving messages.

Navigating on the Bottle Mobile dashboard

Setup Taxjar in Bottle

The Reports Tab in Bottle

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