Documentation

Below are some basic instructions on how to accomplish some of the essential tasks for buyers and vendors. We have every intention to and will constantly expand on this section as we realize the need for certain how-to instructions. Video documentation is soon to follow as well. We recommend vendors use a computer whenever possible rather than a mobile device. Even though our website is optimized for mobile viewing, a lot of these tasks are completed much more easily on a desktop and will save vendors a lot of time. If you need help with something that is not covered or if there is something that needs to be covered in this section, then please head on over to the Support page, post your issue (if it hasn’t already been addressed with someone else on the forum), and we will get back to you as quickly as we can. Thanks!

Registering as a buyer/customer:

  1. Click on the Login/Register button at the top of the screen to get started. You will be taken to the My Account page.
  2. On the My Account page you will see the option for current members to login on the left and to the right you will see the option to register.
  3. To register as a customer simply fill in your email address and desired username and password. I am a customer will already be selected by default.
  4. Click the Register button.
  5. Check your email to complete the registration process. If you don’t see the email from us please check your spam/trash folder before requesting another email from us. Thanks!

Setting your display name:

  1. Navigate to your customer control panel located at the My Account page.
  2. Click on the Account Details tab on the left.
  3. The third option will be to input your Display Name. That is the name that will appear for reviews left by you. It is also the name that will appear by any products sold by you if you ever decide to become a vendor in the future.
  4. If you would like it to be different than the default please edit there and click the Save changes button.

Changing your password:

  1. Navigate to your customer control panel located at the My Account page.
  2. Click on the Account Details tab on the left.
  3. Below the name and email fields will be the place to change your password.
  4. Simply type in your current password, new password, and confirmation of your new password. 
  5. Click Save changes.

Setting your default billing and shipping address:

  1. Navigate to your customer control panel located at the My Account page.
  2. Click on the Edit Addresses tab on the left.
  3. Click edit next to either shipping or billing, whichever one you wish to set, and then simply fill out the correct info.
  4. Click Save address.

Becoming a wholesale customer: 

  1. Navigate to your customer control panel located at the My Account page.
  2. Click on the Become a wholesale customer button. 
  3. Your account will instantly be upgraded to a wholesale customer and you will be able to see wholesale pricing for items that offer a bulk discount. 

Registering as a vendor:

  1. Click on the Login/Register button at the top of the screen to get started. You will be taken to the My Account page.
  2. On the My Account page you will see the option for current members to login on the left and to the right you will see the option to register.
  3. By default registering as customer will be selected, you will need to select ‘Registering as a vendor’ and fill out the required information including which subscription package you would like.
  4. When you are finished filling it out double check everything and click the Register button.
  5. Next you will need to select your subscription package. In order to do so navigate to your Vendor Dashboard and click on the Sub Pack tab on the left side of your screen. From there you will be able to select which subscription package best fits your needs. Once you have decided on which package, select it and complete the checkout process.
  6. Once you have selected your subscription package you will need to connect your Stripe account in order to begin listing products. In order to connect you Stripe you must navigate to your Vendor Dashboard and click on the Settings > Payment. From the payment page you will see a button that says connect with stripe. Click on that and you will be redirected to Stripe to complete the connection to your store.
  7. Once you have completed all these steps you will be able to post products for sale.

Setting your display name for the shop and products pages:

  1. Navigate to your customer control panel located in the My Account/Control Panel page.
  2. Click on the Account Details tab on the left.
  3. The third option will be to input your Display Name. That is the name that will appear after Sold by on the product thumbnails and single products page.
  4. If you would like it to be different than the default please edit there and click the Save changes button.

Customize your storefront:

  1. From the homepage navigate to My Account > Vendor Dashboard.
  2. Click on the Settings tab on the bottom of your Vendor Dashboard located on the left of your screen.
  3. From there you will be taken to a sub-menu where you will be able to set all your store info, add your banner/logo, and more.

Adding Buy It Now style products to your store:

  1. From your Vendor Dashboard click on the Sell It Now tab.
  2. From there you will see a list of any products that you currently have listed, as well as the option to Add New Product or Import/Export.
  3. Click on the Add New Product button.
  4. Enter the basic product info and click Create Product.
  5. You will be redirected to another page where you can edit the product type (simple, variable, downloadable), set your inventory and sku, set shipping rates, and more.

Adding Auction style products to your store:

  1. From your Vendor Dashboard click on the Auction tab.
  2. From there you will see a list of any auction listings you have currently, as well as the option to Add New Auction Product.
  3. Click on the Add New Auction Product button.
  4. Enter all the basic product info and click the Add Auction Product button.
  5. You will be redirected to the next page where you can further edit the fine details of your listing. When finished making any changes just click the Update Product.

How to post bookable products:

As you may have found out already if you’re reading this, the booking feature can be a little daunting at first. There are a lot of different settings and such and therefore not really plausible to explain via text. We are in the process of putting together our own video documentation but for now you can Click Here for a YouTube video explanation of how to use the booking feature. If you still have any questions be sure to get a hold of us and we will help you get it set up. 

Managing Staff members:

  1. From your Vendor Dashboard click on the Staff tab.
  2. From the Staff page you can Add new staff by clicking on the Add new staff button.
  3. Fill out the required info and hit Create staff button.
  4. Once you added a staff member you can manage their permissions by hovering over an individual staff member and clicking on Manage Permissions.
  5. From there you will be able to change what your staff members are permitted to do or not.
  6. Your new staff member will need to check their email for a message from us with a link to set their new password. Have them check their spam folder if they don’t see it in their regular inbox.

How to set your password and login to your account:

  1. After you are added as a staff member by a vendor, you will be sent an email from us with a link to set your new password. Check your spam folder if you don’t see the message from us. Once you find the email from us, open it up and click on the link.
  2. You will be redirected to a WordPress screen that will show your automatically generated password that you can either copy and save somewhere, or you can change to a password of your choosing. 
  3. Once you have decided on a password click Submit and you will be redirected to a WordPress login. From there enter your email address and your password.
  4. You will now be redirected to caddyy.com where you can access a customized dashboard that will allow you to access everything that you have been given permission to by the vendor.
  5. Please refer to the ‘Vendors’ tab on this page for step by step instructions on some of the basic tasks for vendors.