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Creating and Managing Product Collections

Collections are a powerful tool that allows you to group products on client profiles, making it easier for your team to track client interests and preferences. They also enable seamless product sharing with clients via messaging, helping to personalize their shopping experience.

Collections can be created and shared from both the Clientbook mobile app and the Dashboard. Follow the steps below to learn how to create and manage collections. To learn how to share a collection, click here! 

 

Updating & Creating New Collections

The following steps apply to both the Dashboard and the mobile app. Screenshots will be provided for both platforms.

  1. Navigate to your client's profile - Go to the Clients tab, then search & select your Client's profile. 

    • Dashboard:
      dash 1.png
    • Mobile App: 
      app 1.PNG 

  2. Navigate to the Collections page:

    • Dashboard:  
      dash 2.png
    • Mobile App:  
      collections 3.10.45 PM.PNG

  3. Edit an existing collection: Add or remove products from the collection. 

    • Dashboard:  Click the arrow to the right of the collection name to open it. 
      dash 3(a).png
      dash 3 (b) .png
    • Mobile App: Simply click on the name of the collection to open it! 
      app 3 (a).PNGapp 3 (b).PNG

  4. Create a new collection:

    • Dashboard:  
      dash 4 (a).png
      dash 4 (b).png
    • Mobile App:  
      add collections.PNG save collection.PNG

  5. Add products to the collection:
    The remaining steps are the same for updating an existing collection and creating a new collection. 

    • Dashboard:  
      dash 5.png
    • Mobile App:  
      Add products.PNG

  6. Select products: Select the items that would best suit your client's interests.

    • Dashboard:
      dash 6 (a).png
    • Mobile App: You can pick from your existing products/inventory and from vendor product catalogs (if applicable - click here to learn more)
      - Note: Tapping on a product will cause it to automatically add to the collection. This means that only 1 product can be added at a time 
      app 7 (a).jpg   IMG_3955.jpg

  7. Create a new product:
    - Note: Creating a product through the collections page is exclusive to the mobile app. 

    • Mobile App:
      IMG_3958.jpg IMG_3957.PNG

 

And that's it! You're collections look great and are ready to share. - To learn how to share your collection click here. 

If you have any questions or need additional guidance contact our Customer Support Team at support@clientbook.com or (385) 352-3518.

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