House Accounts are great for repeat customers, businesses, or organizations you bill regularly. You can create a new House Account from either the New Order screen or from your Contacts section. Follow the steps below.
If you do not see the House Account option in your Lovingly Account, start a chat and the Support Team can enable it for you.
Create a House Account from the New Order Screen
Go to the New Order screen.
Click into the Customer Name field.
Your Contacts panel will open on the right.
Select Create New Contact at the top of the panel.
Choose the contact type: Person, Business, or Florist.
If PIN protection is enabled, you will be prompted to enter your PIN.
Toggle House Account to On at the top of the contact form.
Enter the customer details.
Select Save.
Your new House Account is now ready to use for any order.
Create a House Account from the Contacts Section
Open the Marketing icon.
Select Contacts.
Use the left panel to browse your contacts.
On the right panel, select Create New Contact.
Toggle House Account to On.
Enter the customer details.
Select Save.
Once created, the House Account will appear in your list of contacts and can be selected on any future order.
If you need help creating or managing House Accounts, the Lovingly Support Team is here to assist.