Orders and customers

Your morning brief: what needs you today

2 minute read

Every morning, Broidry looks over your board and sends you a short list of what needs you that day. You get it as a notification on your phone or computer and as an email, and both have the same list.

Each item in the email tells you whose order it is, what is waiting, and what to do, with a link that opens that order. You can read it on your phone over breakfast and know whether anything has to happen before lunch, without signing in.

On a day when nothing needs you, no email goes out. That means your board is clear.

What shows up in it

The brief only lists things that are stuck, and the most urgent one is first. Anything with a date about to be missed goes to the top, then whatever has the most money riding on it, then whatever has waited longest.

  1. 1A customer message on an order that nobody has read yet, and any message flagged as a change to the order — those come first, so nothing stitches wrong.
  2. 2A customer who pressed "I've sent it" on a Venmo, PayPal, or cash payment that you have not confirmed yet.
  3. 3Someone who asked a question from your shop page and has not heard back.
  4. 4A quote you built and saved but never emailed, so the customer is waiting on a price they have never seen.
  5. 5An order that has been sitting with no price on it at all.
  6. 6A customer who has not answered on a color, a size, or a proof — and, when you have a way to reach them, a reminder already written for you.
  7. 7An order that ships in the next couple of days with no shipping label and no tracking number on it.
  8. 8A pickup coming up with money still owed on it.
Note: The brief never messages a customer. Every reminder and every payment link in it is a draft waiting behind your own click.

Change the time, or turn it off

  1. 1Open your Pricing page and choose the Policies tab.
  2. 2Find the card called "Your morning brief."
  3. 3Pick the hour you want it in the "Send it at" box. It is your shop's own time, set by the Timezone card just above it — so set your timezone first if you have not.
  4. 4Press "Save morning brief."
  5. 5To stop it entirely, switch the toggle at the top of that card off and save. Nothing else changes: your orders, your notifications about new sales and payments, and your account emails all keep coming.