Handshake Hub
Managing and configuring your customers, products and orders
Handshake Hub Overview
Your Product Catalog
- Formatting advice
- Importing your products
- Importing your images
- Importing item variants
- Importing barcodes
- Importing manufacturers
Your Customers
Catalog Visibility Controls
Orders and Order Management
- Order statuses
- Order categories and hiding
- Order minimums
- Interactive quotes
- Importing orders
- Which orders have I already exported?
Payments
- Payments overview
- Connecting a payment gateway
- Accept Payments with Square
- Accept Payments with Stripe
- Payments on Handshake Hub
- Payments on Handshake Rep
Advanced Pricing
Your Users
- Adding and managing users
- Importing users
- Intro to user groups
- Setting up user groups
- Assigning customers to user groups
- Common use cases for user groups
Inventory
Customizable Templates
- Working with templates
- Template syntax
- Order confirmation HTML template
- Order Confirmation PDF
- Common requests and code snippets for order confirmation HTML templates
- Order confirmation CSV template