Managing you club store orders

Note: The Club Store feature is available exclusively on the Coacha Custom Plan. You will need to be on a trial or subscribed to the Custom Plan to enable and use your Club Store.

Once your Club Store is live, you can manage all of your customer orders from a single workspace. This allows you to quickly search for orders, update their status, and export order information when required.

Accessing Your Orders

To view your Club Store orders:

Navigate to Club Store > Orders.

This will open the Orders workspace, where you can search for, view, and manage all store orders.

Understanding the Orders Workspace

The Orders workspace is divided into three key sections.

1. Search Orders

The search panel allows you to quickly find the orders you are looking for.

You can search by:

• Member name
• Order status
• Payment status
• Date range

This makes it easy to locate individual orders or review groups of orders matching specific criteria.

Exporting Orders

Once you have filtered your results, click Export to download the matching orders as a CSV file for reporting or record keeping.

2. Order List

The Order List displays all orders matching your current search criteria.

By default, you will see all orders within the selected date range.

Each order includes a View Details button, allowing you to open the full order and make any necessary updates.

3. Order Details

Selecting View Details opens the Order Details panel.

From here you can:

• Review the order information.
• Check customer and payment details.
• Update the order status as required.

Please note: Depending on your browser or screen size, the Order Details panel may appear below the Order List rather than alongside it.

Managing Your Orders

Now that you are set up you can use the Orders workspace to:

• Search for specific orders in seconds.
• Track payment and fulfilment status.
• Update order information.
• Export order reports for your records.

Keeping your order statuses up to date helps you stay organised and ensures you always have an accurate overview of your Club Store activity.

Need help?

If you need any help with this process, please contact the support team at [e-mail].

Thank you,

Coacha Team