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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 6 days ago
- 27
- 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 6 days ago
- 8
- 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 6 days ago
- 4
- 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 6 days ago
- 24
- 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 6 days ago
- 28
- 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 6 days ago
- 22
- 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 6 days ago
- 12
- 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 6 days ago
- 12
- 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 6 days ago
- 14
- 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 10 mths ago
- 30
- How to guides for Bottle
Setup a catering store
How to setup a catering store 1. Create a new store 2. Give your store a title, a description, and decide if you’d like it to be a public or private store.…
- updated 6 days ago
- 40
- 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 6 days ago
- 24
- 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.…
- 6 mths ago
- 24
- 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

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

Give your customer(s) a custom referral code.

Help a customer log in without a login token.

Manually block a customer from receiving messages.

Navigating on the Bottle Mobile dashboard

Setup a catering store

Setup Taxjar in Bottle

The Reports Tab in Bottle

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