A complete walkthrough for businesses and clients. From your first login to advanced workflows — we've got you covered.
Everything you need to set up, manage, and grow your business on SalesMee.
Uses bookings for appointments, walk-in counter for retail sales, chat for reminders.
Uses orders for quoting, chat for before/after photos, bookings for site visits.
Uses products for menu items, orders for catering, share profile for wedding inquiries.
Set up your business in minutes
Sign up with your email or Google account. Choose your business type, add your business name, logo, and contact details. Your public profile is generated automatically and is ready to share immediately.
Add a cover image, write a compelling description, set your business hours, and configure your address. Your public profile at /b/your-slug goes live instantly.
Use a high-quality logo and write a clear business description. Businesses with complete profiles get 3x more client engagement. Add your slug to your Instagram bio and email signature.
List what you offer — with inventory, categories, and images
Navigate to your dashboard and open Products or Services. Add a name, description, price, and optional image. You can organize items into categories and set availability windows for services.
Each product can have multiple images. Upload product photos to showcase different angles, variants, or packaging. Images are displayed as a gallery on the product card and in the client-facing view. Supported formats include JPG, PNG, and WebP.
Receive, track, fulfill, and print receipts
Only the next logical step is clickable in the action dropdown. This color system is used consistently across the dashboard table, stat icons, chat cards, and step buttons.
The orders table has a search bar with field-specific filtering (Order #, Customer Name, Email, or All Fields) plus a status dropdown. A live results counter shows "X of Y orders" and a clear button appears when filters are active.
Completed orders show a receipt icon in the table. Click it to open a print-optimized receipt page with your business logo, customer info, itemized table, totals, and payment summary — then print or save as PDF directly from the browser.
Each order row has a ⋮ (three-dot) dropdown that shows all 4 step buttons plus Cancel. Steps follow the lifecycle order — only the next logical step is clickable; others are dimmed with opacity-40 cursor-default. Quick actions without leaving the table view.
Move orders through the lifecycle: Send (draft→pending), Confirm (business confirms), Mark Paid (quick full payment), Fulfill (marks as fulfilled/completed). Each action is a dedicated button with loading state and success toast.
Use the keyboard shortcut O on the dashboard to jump directly to your Orders page. The action dropdown is the fastest way to update status — you can move an order from pending to fulfilled in under 5 seconds.
Accept, manage, and print receipts for bookings
Bookings use the identical color system as orders: Pending (yellow) → Confirmed (blue) → Paid (purple) → Completed (green). The dashboard features a search/filter bar, action dropdowns, and a receipt column for completed bookings — exactly like the orders table.
Completed bookings show a receipt icon in the table. Opens a print-friendly receipt with business details, customer info, service items, scheduled date/time, payments, and totals. Print or save as PDF.
Clients can book your services directly from your public profile at /b/your-slug. Each service shows its duration and price. Bookings sync to your dashboard instantly with no manual entry needed.
Each service can have its own duration (e.g., "60 min" for a massage). Buffer time adds padding between appointments — useful if you need setup/cleanup time. The system automatically prevents overlapping bookings based on these settings.
Set your business hours and availability per day of the week. Clients can only book within your defined windows. You can also block off specific dates for holidays or personal days.
Accept payments, reconcile, and manage the money flow
SalesMee processes payments through Paddle, our Merchant of Record. Paddle handles all payment processing, tax collection, and compliance — you never handle card details directly. Your clients pay through Paddle's secure checkout overlay, and funds are settled to your account.
In the order or booking action dropdown, click Mark Paid to instantly record a completed cash payment. This creates a payment record with method: cash, status: completed and updates the Paid step. No forms or extra clicks needed.
The Payments page in your sidebar shows all payment records across orders and bookings. Filter by method, status, or date range. Each row shows the amount, method, reference, and which order/booking it belongs to.
When clients pay via bank transfer or mobile money, the payment shows as pending. From the Payments page, you can confirm individual payments or use Confirm All to approve all pending payments for an order/booking at once. Rejected payments are marked as failed.
Payments are stored in a polymorphic model — each payment belongs to either an Order or a Booking. The Payments page shows the parent type and link so you can navigate directly to the order or booking to see full context.
Handle in-person sales with the 3-step quick wizards
The dashboard overview shows two walk-in action cards between the stat grid and recent items: Counter Order (warning/yellow themed) and Walk-in Booking (secondary/purple themed). Click either to open the 3-step wizard.
Step 1 (Browse): Searchable product picker with quantity. Type to filter products in real-time.
Step 2 (Details): Enter customer name, email, phone, delivery address, and optional notes.
Step 3 (Confirm): Review summary, check Mark Completed to auto-fulfill, then click Create Order.
Step 1 (Choose): Searchable service picker.
Step 2 (Schedule): Pick date, time, and enter customer details.
Step 3 (Confirm): Review summary, check Mark Completed to auto-complete, then Create Booking.
Step colors use the secondary (purple) scheme.
When checked, the backend automatically: sets status to fulfilled (orders) or completed (bookings), sets PaidAmount = TotalAmount, and creates a completed cash payment record with reference "Walk-in counter payment." Perfect for one-click in-person transactions.
If the customer isn't already in your system, entering their name, email, or phone in the wizard automatically creates a new client record. They'll appear in your client list and can receive receipts and chat messages. No pre-registration needed.
"A walk-in client wants to buy shampoo from my retail shelf. I open Counter Order, search 'shampoo', add quantity, enter their name and phone, check Mark Completed, and done — receipt prints in 20 seconds."
Real-time chat with your clients — plus conversation goals
Each client connection opens a dedicated chat channel. Messages deliver instantly — no refresh needed. Send order confirmations, booking details, answer questions, and share updates in real-time. Chat history is always available for reference.
Generate an embeddable chat widget from your dashboard. Add it to your website so clients can reach you directly. The widget shows your business name, status (online/away), and opens a chat instantly. One line of code, no configuration needed.
Set a goal for each client conversation — e.g., "Send quote", "Schedule consultation", "Follow up on order". Goals appear in the chat header so you always know the next action. Mark goals as complete from the chat. Track progress per client from the dashboard.
From any chat, you can: create a Quick Order, create a Quick Booking, or Request Payment — all without leaving the conversation. These actions use the same 3-step wizards and are pre-linked to the client you're chatting with.
Get discovered — share your profile everywhere
Your Share page generates a scannable QR code for your public profile. Print it on business cards, posters, or display it at your counter. Clients scan with their phone camera and connect instantly — no typing needed.
Your profile at /b/your-slug is a mini-website. Clients can view your products/services, check business hours, and connect with one click. Share the link on Instagram, Facebook, Google Business Profile, or add it to your email signature.
Add a <script> snippet to your website to embed the SalesMee chat widget. It appears as a floating chat bubble on your site. Visitors click to connect and chat with you directly — no account needed on their end.
When a client visits your public profile and clicks Connect, they enter their name and phone/email, receive a one-time code via SMS, and are connected to you — all in under 30 seconds. No app download, no password to remember.
Add your SalesMee profile link to your Google Business Profile, Instagram bio, WhatsApp status, and email signature. Every click is a potential new client connection. The QR code on your counter lets walk-ins connect while they wait.
Track your business performance with data
Your analytics dashboard gives you a bird's-eye view of your business. Monitor total orders, revenue, booking rates, and client growth. Use these insights to identify your most popular products, busiest hours, and highest-value clients.
Plans, pricing, and billing management
Silver (free): 10 clients, 10 products, 10 services, basic features. Gold ($8/mo): 50 clients, 200 products, analytics, orders & bookings. Diamond ($15/mo): Unlimited everything, analytics, media sharing, priority support. Yearly plans save ~20%.
Subscriptions are billed through Paddle, our Merchant of Record. Choose monthly or annual billing at checkout. Paddle handles payment collection, tax calculation, invoicing, and receipts. You can manage your billing details and view history in the Billing Portal.
Go to the Plans page to switch plans mid-cycle. Upgrades take effect immediately — you're charged the prorated difference. Downgrades take effect at the end of your current billing period. You can switch between monthly and annual billing anytime.
Cancel from the Subscription page. Your subscription is cancelled at both the provider level (Paddle stops billing) and in our system. You retain access until the end of your billing period. After that, your plan reverts to Silver (free tier). Your data is never deleted.
Never miss a client request
You receive notifications for: new orders, booking requests, payment received, new client connections, and chat messages. The sidebar shows count badges for pending orders and bookings so you always know what needs attention.
Browser push: Get desktop notifications when you're logged in. Unread badges: Colored count badges on sidebar icons. Email: Critical alerts (new orders, payment failures) sent to your business email.
Your data, your control
You can export your business data — orders, bookings, client list, and transaction history — for accounting or record-keeping. Contact support for data export requests. Your data is yours and portable.
Client information (name, email, phone) is only shared with businesses the client explicitly connects to. You can view connected clients in your client list. When a client disconnects, their data is retained for record-keeping but they no longer appear in active views.
We comply with data protection regulations including GDPR (EU) and CCPA (California). Clients have the right to access, correct, delete, and export their personal data. As a business, you should ensure you have proper consent to store client data through our platform.
Use a strong, unique password. Enable two-factor authentication if available. Never share your login credentials. Log out from shared devices. Report suspicious activity to support immediately. We encrypt all data in transit (TLS) and at rest.
Quick fixes for common issues
Make sure you've shared the correct profile link: /b/your-slug. Check that your business is set to "active" in settings. Try regenerating your slug from the profile page if the link has changed.
Refresh the Payments page. If using Paddle checkout, payments appear after the transaction completes (may take a few seconds). For cash payments via Mark as Paid, the record is created instantly. Check your internet connection.
Orders in "Pending" status require action — either confirm (move to Confirmed) or reject (move to Cancelled). For draft orders, use the Send action to move to Pending. Check if the client needs to confirm on their end.
Analytics are available on Gold and Diamond plans. If you're on Silver (free tier), upgrade to unlock analytics. If you're on a paid plan and still don't see data, try refreshing the page — analytics update in real-time as orders and bookings are created.
Check your Paddle/Stripe notification settings in the dashboard. Ensure the webhook URL is correct and the endpoint is reachable. For local development, use ngrok to expose your server. Check the server logs for incoming webhook requests.
Take your business to the next level
Use the Counter Order and Walk-in Booking cards on the dashboard overview for in-person customers. The 3-step wizards let you search products/services, enter customer details, and mark as paid + completed in one click — perfect for retail, reception, and pop-up scenarios.
Completed orders and bookings have a receipt icon in the table. Click it to open a print-friendly receipt — then print a paper copy or save as PDF. Each receipt includes business info, itemized details, totals, and payment records.
D Dashboard · O Orders · B Bookings · P Payments · C Clients
Your public profile at /b/your-slug is a mini-website. Share it on social media (Instagram, Facebook, LinkedIn), add it to your email signature, link it from your Google Business Profile, or print the QR code on your business card.
Enable browser notifications to get instant desktop alerts when new orders or bookings come in. Combined with the sidebar count badges, you'll never miss a client request — even if you're in another tab.
Premium plans unlock unlimited products, advanced analytics, media sharing, priority support, and custom branding. Gold ($8/mo) and Diamond ($15/mo) — yearly plans save ~20%. View Plans
Learn how to connect with businesses, place orders, book services, and chat in real-time.
Find businesses on SalesMee in multiple ways
Businesses generate QR codes for their public profile from the Share page. You'll find them on business cards, posters at the counter, flyers, or product packaging. Scan with your phone camera — it opens the business profile instantly. No typing needed.
Each business has a unique public profile at /b/slug. Businesses share their link on social media (Instagram, Facebook, LinkedIn), in email signatures, on Google Business Profiles, and on their website. Click the link to view their products, services, and connect.
Businesses can embed a SalesMee chat widget on their website. Look for a chat bubble icon — click it to open the widget, enter your details, and you're connected. You can browse products and book services right from the widget without leaving the site.
A friend or family member who already uses SalesMee can share a business profile link with you. Open the link on your phone, tap Connect, verify with a one-time code, and you're in. No app download, no account creation needed upfront.
Everything works in your mobile browser. Whether you scan a QR code, click a link, or use the chat widget — you're always one tap away from connecting. There's nothing to download.
Get started in seconds
Visit any business's public profile at /b/slug and click Connect. Enter your name and phone number or email, verify with a one-time code, and you're connected.
Businesses can embed a chat widget on their website. Click the chat icon, enter your details, and you'll be connected instantly. No app download required.
Your contact information is only shared with businesses you explicitly connect to. You control who can reach you.
Order products and services seamlessly
Once connected to a business, browse their products and services from their profile. Select what you need and submit your order. The business gets notified instantly and will confirm or update the status. You'll receive real-time updates through the chat.
Schedule appointments with ease
Visit the business profile, browse their services, pick a date and time, and confirm. The booking appears instantly on both your and the business's calendar.
Each service shows its duration so you know how much time to set aside. Businesses define their availability, so you'll only see bookable slots that work for both of you.
Talk to businesses in real-time
Every connection opens a dedicated chat channel. Messages arrive instantly — no page refresh needed. Use chat to ask questions about products, confirm booking details, or get support. Your conversation history is always available.
Stay in control
Update your name, email, or phone number from the client portal. Businesses you're connected to will see your updated info automatically.
View all businesses you're connected to and disconnect at any time. Disconnecting removes the business's access to your information.
Request account deletion at any time via the User Deletion page. Your data will be permanently removed within 30 days.
Quick answers to common questions
Join thousands of businesses and clients already using SalesMee.