Managing Deliveries on Members Portal 5

Customers can easily manage their deliveries from the My Activity section of the Members Portal.

All customers can mark deliveries as collected. Virtual office customers can also update handling preferences for specific deliveries.

Marking Deliveries as Collected

Customers can easily mark deliveries as collected once they've picked them up from your space.

1. Log In to the Members Portal if you haven't already.
2. Open the drop-down menu next to your profile.
3. Select My Activity.
4. Select Deliveries.
5. Click Manage next to the delivery you'd like to update.
6. Click Mark as collected.
7. Click OK.

All set! The delivery has been marked as collected.

You can view a list of collected deliveries on the Admin Panel by going to Operations > Deliveries and selecting the Collected view.

Updating Handling Preferences

Customers can easily update their handling preferences for specific deliveries.

For example, a customer has their default handling preference set as Store for collection but wants to change a specific delivery's preference to Open, scan & forward.

1. Log In to the Members Portal if you haven't already.
2. Open the drop-down menu next to your profile.
3. Select My Activity.
4. Select Deliveries
5. Click Manage next to the delivery you'd like to update.
6. Select your Handling Preference.
7. Click Save delivery.

All set! The delivery's handling preferences have been updated.

You'll receive an email when a customer updates their handling preferences for a specific delivery.