Who Has Not Changed Over to Beta Yet???

[Intrepid_Chef]

Yes, I saw that.Now that I'm being forced to switch I have a question:I have a show in June. A real, live, in person cooking show. I do maybe one of those a year, and I have never lost career sales!So I was going to do it old school and thought it might be a good way to get familar with the system before I am forced into it.Is it still possible to do a show both ways?

 

[esavvymom]

Well, I'm finally about to do it. I have entered my first show in the new system, and am about to submit (next day or so). It's just a catalog show with a whopping 3 orders plus mine as host...a few local customers wanting some items.
So far so good. A few things I couldn't quite figure out at first, but I think I'm getting it...I'll have to sit down and do the training. But I do like how it's easy to add the host/guest specials - the "+" and checkmarks, etc. I haven't tried the app yet, this was just through the CC website so far.I haven't switched my PWS yet though. Soon I guess.

 

[byrd1956]

I had my sister's show set up in P3 and have put everything into a show on the new website. Just waiting for a couple more payments. It is telling me that 2 people are eligible for the past host party pick and neither of them are since my sister did not book from anyone. Is this a glitch?
Also I did not put any of the customers in my contacts in the new web. When I do switch over will this be a problem? They are already contacts in p3 and I know I have to somehow sync p3 contacts with the new web.

 

[byrd1956]

I just submitted her show and still it said 2 people were eligible for the past host party pick. I just ignored it. I also printed receipts from p3 to give to the guests. I know anyone with an e-mail address is suppose to get their receipt that way. What happens to the ones without an e-mail address? Will their receipts come to me to print out? I have heard they are very long and take several pages to print. I have also heard some consultants hand-write a receipt on one of the 2 or 3 page receipts. (Sure seems like that is going backwards...)I like the p3 receipts and think there should be a way to still use them when there is no e-mail address. Any thoughts or does anyone know the answer(s) to my questions?

 

[esavvymom]

It seems that I recall there was a way to print something when i did my one and only show (so far) in beta....but I didnt click on it to see if it was just a screen shot type print, or what could be an official receipt. I will try later to see if I can find it. Not sure if would still be available or not.I would say if you dont get an answer from here, email HO and ask about those who dont have emails and are using a phone number.UPDATE: Found it!
I clicked on my catalog show "view". Then if you clicked on the name of the guest or the arrow next to their name, it expands their order info. You'll see on the right side of that expanded view a button that says "resend receipt", and BELOW that it says "Print or send to an additional email address". I clicked on "Print..." and it pulls up the page of what would be emailed to them. You can then print THAT page and it is their receipt. Now, it may be a couple of pages, but it's a printed receipt from the company page.

 

[byrd1956]

esavvymom I set this message to HO before I saw your above post. We'll see what they say and I will check out what you said.
"I received a call from the home office telling me that the show I submitted via the beta site is to be #332 and not #1 as it is listed in the site. I tried to change the #, but get a message saying since the show was submitted I cannot change the #. If I had known I was able to continue to use the same numbers in my p3 I would have changed the number from 1 to 323. I was advised by my up-line that the numbers for the shows submitted via beta was generated through the site and I was not able to change them. Is there any way to correct the number of the H.C. show or do I just make the next show submitted from there be # 333? Also since my customers on show #323 did not all have e-mails I used p3 to print receipts for them. There should be a way we can still use the p3 receipts to print receipts for those without e-mail. Hand writing a receipt is totally going backwards. How else do the people without e-mail get their receipts? Thank you for all your help."

 

[byrd1956]

I looked into what esavvymom said in her post above and followed her directions. I printed a text receipt. II sent one piece of paper through the printer so it would print on one side then I flipped the paper to print of the back. This only used 1 piece of paper. I had read somewhere that the e-mailed receipt would use 3-4 pieces of paper. The way I just did it is not so bad.Now for another question. If I have some shows listed on my old website and they do not have any orders will they transfer to the beta site when I switch over? If not and I log into beta and enter them there then switch will that work? Will they then show up on my new website?

 

[babywings76]

My hope is that once we are all on the new system, that they will create a "printer friendly" print option that will reduce the number of pages to print.

 

[byrd1956]

now I have another question. I know if someone does not have an e-mail you use their phone number, etc. What happens if there is no phone #? Trying to work on another show in the new web. Right now the host is still $11 away from a show and it was a May cooking show. This is very frustrating and on top of that there are 2 orders with no phone, address or e-mail. My host asked if I could use her phone # for both the orders since she had an e-mail address. Will this work?Another question, can you re-order the shows so the newest show is on the top going down to the oldest show?

 

[raebates]

now I have another question. I know if someone does not have an e-mail you use their phone number, etc. What happens if there is no phone #? Trying to work on another show in the new web. Right now the host is still $11 away from a show and it was a May cooking show. This is very frustrating and on top of that there are 2 orders with no phone, address or e-mail. My host asked if I could use her phone # for both the orders since she had an e-mail address. Will this work?

No, using the same phone number for more than one order won't work. There has to be an email. I use the name for the email (i.e. [email protected]). It's not likely to change unless she gets married. Even then, she'll remember her maiden name. Yes, if you have more than one Susie R Smith, this could be an issue, but it's rare.

 

[byrd1956]

Thanks Rae that is a great idea and if I cannot get any phone # that is what I'll do.

 

[byrd1956]

New questions.... A consultant friend of mine has changed over and her director helped her go through the steps. When she logs in she can no longer go to her website(new or old) to do anything there. I can, however go to her website and it is the new one.So when I take the plunge where do I find detailed instructions on doing this? I don't want to find out I cannot log in at my new site. Also worried about syncing.....

 

[raebates]

That's odd. I don't have any trouble at all working on my website. Is she trying to log in as though she's a guest on her website? If so, she might need to clear her cookies. If it's an issue of wanting to make changes to her website she might need to contact the HO.As for your question, there are great tools on CC. Just click on Training and Resources and select Web Tools Training.

 

[byrd1956]

Rae, she says she logs in at the new site and tries to go to her website and can't do it. She said she will have to call tech. I have taken the training, but keep getting confused. I think I will re-watch it again.
I did just submit another show from the new web even though I have not changed over yet. I keep thinking I should be able to choose to make a consultant payment; but it is automatic, right?
Also, should have I e-mailed and printed receipts before I submitted? I cannot find where to do that now.

 

[byrd1956]

Is there a place in the new web to find thank yous to hosts?

 

[raebates]

The thank you to host is under the Show Info tab. You'll find Email Host, then choose After the Show. You can send receipts after submitting. Just go to My Shows and Orders. Locate the show and click on View. This will take you to the summary. Click on an individual's name. Their order will appear, and Re-Send Receipt will be an option.Consultant payment is automatically the payment account, so there's no need to make a choice.When I switched over I opened two windows--the tutorial in one and what I was working on in the other. I'd play the tutorial for a couple of minutes, pause it, do what it had instructed, and then play the tutorial again. It worked for me.It certainly sounds like your friend needs to talk to tech support.

 

[baychef]

Interrupting this thread to announce that hell hath frozen over! I have officially switched over, submitted my first party, submitted a supply and a personal order! Still more to learn and not skilled enough to input at parties yet but still...feeling good!

 

[DebPC]

Congrats Ann!!! I am still procrastinating...

 

[baychef]

Deb, dive in. It is a learning curve but honestly the biggest pain was cleaning up my duplicates (15 years) I wouldn't recommend doing orders other than doing then on the paper orders. You will learn it fast. I did load as much info as I could on my mobile app and website. Right now having a speedy full service check out is my goal. My small personal team members are 50% on it and loved it so I plugged my nose and jumped in!

 

[chefjeanine]

Interrupting this thread to announce that hell hath frozen over! I have officially switched over, submitted my first party, submitted a supply and a personal order! Still more to learn and not skilled enough to input at parties yet but still...feeling good!

This ice in hell is getting thicker. . .I'm about to push the migrate button. Yikes. My hands are sweating!!!!

 

[esavvymom]

This ice in hell is getting thicker. . .I'm about to push the migrate button. Yikes. My hands are sweating!!!!

Toughest thing to do was hit "Cancel PWS" on the old site!

 

[baychef]

You are cracking me up! I'm doing ok on it and hope you all will too!

 

[chefjeanine]

Toughest thing to do was hit "Cancel PWS" on the old site!

I did it! And, I added two shows and my first two order today. Wow! I feel so progressive.

 

[baychef]

Wahoo! Like anything new, there is an adjustment but it's all good!

 

[chanddl]

I had a hard time pushing the cancel button too!

 

[byrd1956]

Speaking of migrating, I have just found a customer that is listed twice in the new web and their address and notes did not transfer. The amount of notes was small and I was told that part of a long record would transfer. If I have one double, wonder how many others there are? As I mentioned in another thread I also have at least 4 contacts that did not migrate and the home office told me they didn't know why and I would have to manually input their information. If someone is listed more than once do they receive more than one e-newsletter? I hope not;they will consider me a pest and I already have one or more customers opting out each time the newsletter goes out.