Onboarding checklist

Before you publish your returns portal onto your website, there are a few key steps to complete to ensure a smooth return experience for your customers. This guide will walk you through the main tasks to check off, so you're ready to go live.

Here’s a quick checklist to guide you through the setup:

1. Branding your returns portal: Customise the appearance of your returns portal to align with your branding.

2. Setting up return settings: Configure your return options to match with your return policy.

3. Automating workflow with policy rules: Simplify your return process by establishing rules that automate return outcomes based on specific condition.

4. Connecting a carrier account: Link your carrier account to auto-generate return labels.

Once you’ve completed the above steps, it’s time to test your setup. Run a test order to make sure everything is working as expected. If everything checks out, you can then publish the returns portal link onto your website, and customers can start submitting return requests immediately.