How to add new customers through Choco web
⚠️ This feature is not available in the US 🇺🇸
You can add new customers directly on the Webtool. Here’s how it works:
Open your Choco Web tool in your browser, then in the Clients tab, click the Add customer button at the top right.
Fill in the three required fields: (1) your customer's name, (2) their address, and (3) their phone number.
If your customer appears in the list of suggested clients, click Add next to their name. If not, click Add as a new customer at the bottom of the list.
You can now add a contact for this client. Just enter a contact name and a phone number.
You’ll be able to configure the invitation so your client can download the app and start placing orders with you via Choco.
⚠️ Make sure to include the download link getchoco.com in your message, in case your client isn’t already using Choco.
Your client has been successfully added to your account and an invitation has been sent to their contact. Consider sharing instructions with your client so they can start placing orders with you on Choco as soon as they receive the invitation.
How to add users to a customer's account
In the customers tab, click on the Notebook icon.
In the pop-up window, click on Add contact.
Fill out the Full name, Phone number including the country code and Email address.
How to send invites to customers through Choco web
⚠️ This feature is not available in the US 🇺🇸
You can also send invites to your customers that are already existing on Choco but haven't placed an order using Choco yet.
In the customers tab, select the customers you would like to invite.
Click on Send multiple invites ✉️ in the top right corner.
Select SMS/Text or Whatsapp as the delivery method.
Click on the Invite customers button to send the invite.
How to invite customers through the Choco app
⚠️ This feature is not available in the US 🇺🇸
In the chats tab, click on Add customer button.
Fill out the three required fields: (1) name of your customer, (2) address of your customer and (3) their customer number.
You can now add a contact for this customer. You can do that by either filling out a form or adding a contact from your phone.
When selecting the form option, you’ll be required to fill out (1) the contact name and (2) the mobile number.
Once you’ve added your contact, you’ll be able to send an invitation to the user to download and start ordering via the Choco app.
Once you've clicked Send Invite your buyer contact will receive the text message by SMS.
What happens after sending an invitation to a customer
After sending an invitation, there are different case scenarios of what can happen next:
If your customer is already using the Choco app, a chat between you and the customer will be automatically created.
If your customer isn’t on Choco, a chat will be created as soon as your customer signs in
If your contact is not part of the restaurant account, they should still download the app and request to join their team. They can follow the steps in this article.
What your customers should do when receiving an invitation and they are not on Choco
Click on the link provided in the SMS (getchoco.com)
2. Download the Choco App and click on ‘Get started’
3. Add their phone number and they will immediately receive a verification code of 4 digits.
4. Once they are logged in to Choco, they will find your chat under the ‘Suppliers’ tab and can start ordering.
For further instructions on how to start using the Choco buyer app and placing orders, restaurants can check this article.