Update 6.3.2

Welcome to the January 5, 2020 release of features. We hope you like the latest updates in this version, the highlights are as follows:

New release

New improvements

  • Fixed the issue with store inconsistency when logged in to different stores in different browser tabs.
  • Option to prevent adding process more than once

New fixes

  • First day of the week option under store settings was not working. It’s working now and you can set the week’s starting day.
  • The issue with exporting transactions with comma in the notes fixed

The Geelus Customer App

Geelus allows your customers to access Geelus to:

  • View their transaction history
  • View the details of their transactions
  • Pay for their transactions online

Here are the initial steps to Setup the Customer App

  1. Setup your Customer Home Page Template
    1. Navigate to “Settings > Page Templates”
    2. Click the Plus button to add a new Page Template
    3. Enter the appropriate name for your Template (i.e. Home Page Template)
    4. Click on the Pen button for your new Template to edit it
    5. Click “Page Type” and choose “Customer”
    6. Customize the page to your desired details and tags (Please refer to the List of Tags at the bottom of this page)
    7. Click the Check button to confirm the changes
  2. Setup your Sign up Confirmation Email Template
    1. Navigate to “Settings > Email Templates”
    2. Click the Plus button to add a new Email Template
    3. Enter the appropriate name for your Template (i.e. Sign Up Confirmation Email)
    4. Click the Check button to save and you will be sent
    5. Click “Email Type” and choose “Customer”
    6. Click “Reply-to Email” and enter the email address you want to receive any email replies to
    7. Click “Sender’s Name” and enter the name you want to appear as the sender of the email
    8. Click “Subject” and enter the email subject you want to appear for the emails
    9. Customize the email template to your desired details and tags (Please refer to the List of Tags at the bottom of this page)
    10. Click the Check button to confirm the changes
  3. Finalize the settings of your Customer App
    1. Navigate to “Settings > Customer App > Home Page Template Tab”
    2. Click “Home Page Template” and choose the name of the Home Page Template you setup
    3. Click “Sign Up Confirmation Email Template” and choose the name of the Signup Confirmation Email Template you setup
    4. Select the Color Theme for your Customer App
    5. Click the Check button to save the changes
    6. Navigate to the “Installation and Setup on Website” tab
    7. Choose the Name of the Store you want your customers to be added to
    8. Click the Check button to save the changes

After setting up your Customer app, you are now able to let your customer sign up for an online account. There are 2 ways to implement this:

  1. Have your customers sign up from your website.
  2. Send your customers a signup email.

Have your customers sign up from your website

This option requires HTML knowledge. We recommend coordinating with your website designer/developer if you want to implement this option. Also, please note that this option requires that the customer signs up using the same email address indicated in your Geelus system.

  1. Navigate to “Settings > Customer App > Installation and Setup on Website tab”
  2. Choose the Name of the Store you want your customers to be added to
  3. Copy the HTML code that appears after you select the store
  4. Click the Check button to save the changes
  5. Paste the HTML code to your desired page for your website
  6. Customers will be able to sign up and login from there. To sign up, the customer will click “Create your Account Now!”
  7. They will be asked to enter the following information:
    • Email = Mandatory. This will also be their username
    • Password = Mandatory
    • Full Name = Mandatory
    • Phone = Mandatory
    • Street = Optional
    • City/Suburb = Optional
    • Postal Code = Optional
  8. Check to accept the Terms and Conditions
  9. Click “Create My Account”

Send your customers a signup email

Here are the steps involved to have your customers sign up for an account by sending them a signup email. In this option, the customer can sign up with any email address, and Geelus can still link the customer’s account to the account you have in your Geelus system.

  1. Create Your Sign up Email Template
    1. Navigate to “Settings > Email Templates”
    2. Click the Plus button to add a new Email Template
    3. Enter the appropriate name for your Template (i.e. Sign Up Email)
    4. Click the Check button to save and you will be sent
    5. Click “Email Type” and choose “Customer”
    6. Click “Reply-to Email” and enter the email address you want to receive any email replies to
    7. Click “Sender’s Name” and enter the name you want to appear as the sender of the email
    8. Click “Subject” and enter the email subject you want to appear for the emails
    9. Customize the email template to your desired details and tags. The most important thing in this step is to include the {SignupPageUrl} tag to the template. This is what the customer will click on to be sent to the signup page. (Please refer to the List of Tags at the bottom of this page)
    10. Click the Check button to confirm the changes
  2. Send the Signup Email to the customer
    1. Navigate to “Transaction History”
    2. Click on the Search Box and search for the customer’s name
    3. Click on the 3-dot button on the top right corner
    4. Click “Email using”
    5. Choose the Signup Email template you created
  3. The customer signs up through the link from your email
    1. Once customers receive the signup email,  they can click on the signup link
    2. They will be asked to enter the following information:
      • Email = Mandatory. This will also be their username
      • Password = Mandatory
      • Full Name = Mandatory
      • Phone = Mandatory
      • Street = Optional
      • City/Suburb = Optional
      • Postal Code = Optional
    3. They just need to check to accept the Terms and Conditions
    4. Click “Create My Account”

Logging in

Customers have two options to access their online accounts:

  • By going to store.geelus.com
  • Through your website

Login via store.geelus.com

  1. Go to store.geelus.com
  2. The customer enters the email and password
  3. The customer will be sent to the Home Page Template identified for the Customer App

Log in through your website

  1. Navigate to “Settings > Customer App > Installation and Setup on Website tab”
  2. Choose the Name of the Store you want your customers to be added to
  3. Copy the HTML code that appears after you select the store
  4. Click the Check button to save the changes
  5. Paste the HTML code to your desired page for your website
  6. The customer will be able to log in by entering their email and password
  7. The customer will be sent to the Home Page Template identified for the Customer App

List of Helpful Tags for this Tutorial

  • First Name {FirstName} – The given name of the contact person will appear by using this tag.
  • Last Name {LastName} – The surname of the contact person will appear by using this tag.
  • Sign up Page URL {SignupPageUrl} – This tag gives you the link to access the Customer Sign up Page.

Geelus now has an automated password recovery facility.

Please see the guide below on how to reset your password in case you forget it.

  1. Click on “Click here” for “Lost your password?”.
  2. Type in your Geelus username or email address.
  3. You will receive an email containing a link.
  4. Click on the link and follow the instructions to reset your password.

Sending Customer Type Email Templates to the Customer

Here is a guide on how to send “Customer” type email templates to your customers

  • Navigate to Transaction History.
  • Search for your Customer’s Name.
  • Click on the 3-dot menu on the right of the search bar.
  • Mouse over “Email using…”.
  • Click which Email template you want to send.