Manage Orders and Bookings During the Day

Work from one shared picture

Busy days stay manageable when everyone can see what is paid, due, delayed, or complete. Ordafy Business surfaces that across Home, Catalogue, People, Finances, and Tools.

Step 1: Start with Home

1. Open Home and scan current activity.
2. Open Catalogue, then Orders, for items to fulfil.
3. Open Bookings for today’s appointments.
4. Check Calendar and Inventory for clashes or shortages.

Step 2: Update work as it happens

Mark dispatches, collections, completed appointments, cancellations, and no-shows promptly. Accurate statuses prevent duplicate work and make handovers easier.

Step 3: Handle in-person demand

Open Tools, then POS, for walk-ins and counter sales. Confirm payment before handing over goods and keep cash records accurate.

Step 4: Deal with exceptions

• Contact customers early about delays.
• Use booking tools for genuine reschedules.
• Open Tools, then Payment Links, when a remote balance needs collecting.
• Use Support when a platform issue blocks trading.

Frequently asked questions

Do I need a special live mode?

No. A reliable routine across Home, Orders, Bookings, Calendar, Inventory, and POS is enough.

What if payment status is unclear?

Check the original sale, then open Finances and Settings → Payouts & settlements. Do not fulfil an uncertain card payment until you confirm it succeeded.

What to do next

Pair this with the day-of checklist and troubleshooting guide.