TailorSync AI · Episode 6 of 9 · 2:36
How to mark orders ready, tell customers and record payments from a chat
Tell your assistant an order is done, and it marks the order ready in TailorSync and gives you a message for the customer, with the balance and a link to track the order. You send that message yourself: TailorSync never sends it for you. When the customer collects, tell the assistant what they paid, and it records the payment. Claude asks you before each change.
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- 1Mark it ready. Tell Claude the order is done and ask for the message to send the customer. Claude finds the order and asks before it marks it ready. Click Allow once.
- 2Who hasn't been told. Next it asks to check who is ready and hasn't been told yet. That check can make the customer a link to track the order, so it asks first.
- 3Send the message yourself. Claude gives you the message: the order is ready, the balance to pay, and the tracking link. Copy it and send it to the customer on WhatsApp yourself.
- 4Record the reminder. Once you have sent it, tell Claude. It asks to record the reminder, and the customer stays off the ready list for the next few days, so nobody tells them twice.
- 5Record the payment. When the customer collects, tell Claude what they paid and how. Claude asks first: open the details to check the amount and the method, then click Allow once. A payment can never be more than what is left to pay. It gets a receipt number, and the order is paid in full.
- 6Check it in TailorSync. Open the order. It is marked Ready, and both payments are there, the deposit by card and the rest in cash, with nothing left to pay.