In this article, you can find the steps to invite and remove customers as a vendor or sales rep on Choco.
Inviting customers through Choco is a faster way of acquiring new clients.
Your customers can also add you as a vendor through their app.
How to invite customers
Here’s how it works:
Select Customers from the side menu
Select Invite customers
Fill out the information including the customer name, phone number, customer number and selecting the business
You can customize your invitation message at step 1/3 (tip: include the download link getchoco.com in case your customer does not use Choco)
You can create an order guide at step 3/3 to allow your customer to start ordering with you as soon as possible
Below are the instructions for your customers to start ordering with you on Choco upon invitation.
How to invite customers through the Choco app
You can also send invitations to your customers via the Choco app.
Here’s how it works:
Add your customers’ phone number to your contacts
Log in to the Choco app
Select Invite customers
Select the customer
Search for their business and select it
Review the contact and business details and select Connect
Recommended: add the customer number
Select Confirm
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 is automatically created
If your customer isn’t on Choco, a chat will be created as soon as your customer signs in
If your customers is on Choco, but they are not connected to the restaurant, you will be asked to contact our Customer Support
If there is already a chat between this customer and your business, but you’re not part of it, please contact our Customer Support
What your customers should do when receiving an invitation and they are not on Choco
Select the link getchoco.com that they receive via SMS
Download the app and select Log in
Enter the verification code received via SMS
Confirm contact details
Once they are logged in to Choco, they will find your chat and can start ordering.
Here’s how it works:
How your customer can create an order guide
Select the supplier
Select the shopping cart option
Select Add products
Recommended: your customer should browse your catalogue and add products to their order guide to start placing orders right away
How your customer can place their first order
Select the shopping cart option
Select the quantities
Select the arrow
Finalize your order by choosing a date and confirming it
Read more about placing orders via Choco.