ZippyAssist

How to view, search, and manage customer records in ZippyAssist — including status markers, contact details, labels, and notification preferences.

Managing Customers

Refund customers with a coupon or vend code — entered by your team, sent to the customer by text, and logged on the request.

Coupon Refund Method

What each refund status means — Draft, Pending, In Review, Approved, Declined, Expired, Returned, Failed — and which ones need your attention.

Refund Statuses

If a customer is in a pre-authorization hold, can we collect payment details from the customer?

Zack Swindale

Refunds

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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