We aim to keep things smooth while you get to grips with our software. Below are the steps to successfully on-board with us. If you have any queries at any point, please contact your Sales Adviser or the support team on email@example.com.
Step 1: Demo, Contract and Basic Information
- First, you will receive a demo, in which we will answer any questions you may have. You may also have follow up calls or demonstrations of particular areas depending on your needs
- You may install the demonstration software onto your website and try out any customisation
- You will then sign a contract
- When you first get started with us, you will be required to supply us with the information we need to create your software instance. You will usually be emailed this form, however if you have not yet completed it, please Click Here.
Step 2: Training and Further Information
- Please make sure you have filled in our on-boarding form: Click Here to Complete the Form. This is vital and we cannot get you on-boarded without this.
- We strongly suggest you complete at least 2 hours of training with us before getting started on the system. This will be booked with the support team before you get started - email us on firstname.lastname@example.org to arrange a time and date.
- We will then supply you with your production endpoints. We strongly recommend you do not carry out any testing using your production software - this should be for live auctions only.
- Once you've installed the production software, you create any required accounts using Create Account, let us know when you're done and we grant you admin access
- At this point you will need to provide us with the following additional information:
- Your Terms & Conditions (this can be a link if you have them displayed already online) - this is sitewide terms and conditions that are displayed when a user creates an account and can be seen when the user requests approval to bid on an auction. It is also shown on the sidebar of all auctions.
- Any auction-specific Terms & Conditions - this displays on the sidebar of auctions and when a user requests approval to bid on an auction.
- Removal, Collection and Payment details - These details display on the sidebar of an auction, for example as follows:
- List of categories - You cannot add items without selecting a category. Admins are not able to add their own categories. Please supply us a list of categories in the format Parent Category > Child Subcategory. Until we receive these from you, categories will default to our demonstration details. e.g. Parent: Furniture, Child: Table, Lamp, Chair, etc. Please see our document Uploading Categories for more information.
- Any content changes you wish to be done - Please take a good look around the demonstration site (or your own site if you have installed the demo software). Most text/buttons/page content can be changed to suit your needs. For example, you can change the text in many places on most pages. Here are some examples of text that can be changed for you:
If you have a particular content change request, please let us know by sending a screenshot of the area and sending us the exact replacement text to email@example.com.
You can also change the text in most emails that are automatically generated by the system. You can find the default email text in the attached documents (please leave any substitution keys or html as they are). You can choose to download either just timed emails or webcast and timed emails according to your needs.
If you wish to make changes to any emails, please download this file, change the text, save it and return it to us at firstname.lastname@example.org.
- Auto-increment table - If you use an increment table for your auctions, please feel free to send this over to us and we can apply it to your auctions. If you wish to use one but do not have one ready to send us, you can use the attached template.
- (WEBCAST ONLY) OpenTok key and secret to be able to stream video during live webcasts - You can find more information about setting up a TokBox account here. This is only applicable for clients who will be using a streaming service with their live auctions. Please note that there is a charge by TokBox for using their streaming services. *** Please note that there is a cost involved with using video streaming. See the TokBox (Vonage) pricing page for details or ask us on email@example.com for more information. ***
- Additional settings can be applied to your software. Please see our document here - Optional Settings for your Software
Step 3: Post-Training
We have comprehensive help documentation available here. You will find the following help documents particularly useful for backing up what you learnt in training:
Training Session 1:
- Login to admin
- Create an auction and approve
- Feature an auction
- Create items in bulk
- Create items individually
- Approve items
- Edit items
- Upload images
- (WEBCAST ONLY) How to start a webcast auction
Training Session 2:
- User Registration and Approval
- User Management
- User bidding view and My Bids section
- New bid table walkthrough
- Cancelling bids
- Ending and Reconciling auction
- Exporting information
- (WEBCAST ONLY) Managing a webcast auction
Invoice Training (Optional):
- Reconcile an Auction
- Generate invoices
- Add line items to invoices
- Edit line item amounts
- Approve invoices
- Credit full / partial
- Credit tax
- Send collection note
- Mark as collected
Step 4: Launch
- By this time we should have a good idea of your launch date. If there are any changes to this date, please keep us informed.