Welcome Station - Seasonal Upsells

How to add and edit the Seasonal Upsells in Welcome Station

How To

  1. From Report Pro

  2. Select the Customize tab

  3. Select the Welcome Station button

    1. The Customize Welcome Stations screen opens

  4. Select Seasonal Upsells in the left panel menu

  5. Select the Season that you would like to add an upsell to at the top

    1. The four options at the top will be Summer, Winter, Fall, and Spring

  6. Once the right season is selected select Add or Delete

    1. If you clicked Add it will bring up a box where you can enter the Title and Description

      1. Title is what the upsell will be

      2. Description is what work is going to be done and sold

  7. To delete an upsell click and highlight the upsell, you will instead select delete and click delete at the bottom right