Question 1

How can I access my Bakesy Link to share with customers or on my social media?

Accepted Answer

To access your Bakesy Link, go to the schedule screen by selecting ‘Schedule’ on the bottom menu. Then select the button at the top that says ‘My Bakesy Link’. Once you select the button, there will be a window pop up - select 'Copy Bakesy Link'
 
Once you copy your Bakesy Link, you can paste/share your link on your Instagram bio or FB page, or you can send directly to customers.

*If you cannot see the 'My Bakesy Link' button select the list icon that is located next to the calendar icon on the upper right side of the screen*

Question 2

How can I input all of my existing orders that I have prior to using Bakesy?

Accepted Answer

To input your existing orders, go to the schedule screen by selecting ‘Schedule’ on the bottom menu - then select the blue ‘Create Order’ button on the top right.

If you do not want an invoice to go out to your customer, select ‘Input an existing order’.

From there, you will then input order details.

*If you cannot see the 'Create Order' button select the list icon that is located next to the calendar icon on the upper right side of the screen*

Question 3

Can customers message me through the app?

Accepted Answer

No. Since the Bakesy app is only for businesses, all communications with customers need to be conducted outside of the app. We use to have this functionality available, however, we discontinued it since it became too confusing for customers.

Question 4

I accidentally marked an order as paid or complete, how can I undo this?

Accepted Answer

To amend an order status, open the order in question within the Bakesy app and select the grey circular menu icon on the top right of the screen, then select ‘Change Order Status’

Question 5

How do I duplicate an order?

Accepted Answer

Open your desired order and select the grey circular menu icon on the top right of the screen, then select ‘Duplicate Order’

Question 6

How do I change my Bakesy Shop menu icon color? (Premium)

Accepted Answer

Select ‘Account’ on the bottom menu, then select ‘Edit Bakesy Shop'

Select ‘My Storefront Preferences’, then ‘Shop Appearance’

Scroll down to ‘Menu Icon’ and select your desired color.

Question 7

How can I issue a refund to my customer?

Accepted Answer

Please note that refunds can only be processed if payment is made via Bakesy Secure Payments. If payment is made outside of the app (e.g. Venmo, Cash, PayPal, etc.), it is your responsibility to facilitate the refund yourself. 
 
If payment is made via Bakesy Secure Payments, open the order task within the app, then select the grey circular menu icon on the top right of the screen.
 
From there, select ‘Request refund’ and send the refund request to our customer support rep.

Note: Bakesy Secure Payments is only for US users.

Question 8

How can I view all of my orders in a calendar view?

Accepted Answer

To view your orders in a calendar view, select ‘Schedule’ on the bottom menu - then select the little calendar icon on the top right. 
 
Dates with a blue circle underneath are dates that have orders scheduled for that day. To see details, select the date - you will then see all of the orders you have scheduled for that day. 
 
You can then select individual orders to see all order details.

Question 9

How do I modify a deposit amount if I received a different amount than the deposit listed for an order?

Accepted Answer

Open the order, then tap the green ‘Deposit Paid’ button on the bottom. Then tap the payment method in which you received payment from and tap ‘Received a different amount? Tap here’ - then input the amount you received.

Question 10

Can I have multiple people access my Bakesy account?

Accepted Answer

Yes. If you have multiple people that need access to your Bakesy account, they will need to purchase a separate subscription on their phone.

When opening the Bakesy app, instead of creating a new account, they will select ‘Sign in’ on the homepage.

They will then need to enter the email and password that you assigned to your account.

Question 11

How do I add my business logo to my Bakesy Shop?

Accepted Answer

Select ‘Account’ on the bottom menu, then select the profile picture on the top left-hand side of the screen.

Question 12

How do I change the image that shows up when I share my Bakesy Link?

Accepted Answer

To change this image, select ‘Account’ on the bottom menu, then select ‘Edit Bakesy Shop’, then tap ‘Business Info’

Select ‘Gallery’

There will be a blue star on the bottom right of the picture that is currently selected to be shown when sharing your Bakesy Link.

To change this, tap on the blue star and then tap on the star icon under the picture that you want chosen to be shown.

Once this is done, select the blue ‘save’ button on the bottom of the screen.

*Please note that changing your featured photo may take up to a week to be processed. This is due to how Apple and Google stores their metadata.

Question 13

I am not able to add any photos. How can I fix this?

Accepted Answer

This is more than likely due to your permission settings for Bakesy. For iPhones, to fix this, go to the Settings app.

Once you open the Settings app, scroll all the way down and select ‘Bakesy’.

From there, select ‘Photos’ - make sure that ‘All Photos’ is selected.

If you are still encountering problems, please contact our customer support rep by selecting ‘Messages’ on the bottom menu.

*For Android phones, go to the Settings App*

Question 14

Where can I access all of my past orders?

Accepted Answer

All of your past orders are saved in your order history.
 
To access your order history - Select ‘Account’ on the bottom menu, then select ‘Order History’

Question 15

How can I change my business name?

Accepted Answer

Select ‘Account’ on the bottom menu, then select ‘Edit Bakesy Shop’, then tap ‘Business Info’

Then select ‘Business Name’

**Changing your business name will also update your Bakesy Link URL. Don’t worry - your original link will still work and automatically redirect to your new shop link.

Question 16

How can I add pictures and prices next to my offerings?

Accepted Answer

Select ‘Account’ on the bottom menu, then select ‘My Products’
 
Select ‘+ Add’ to add products

Question 17

How can I create custom questions to my order request process for customers?

Accepted Answer

Select ‘Account’ on the bottom menu, then select ‘Edit Bakesy Shop’, then select ‘Order Forms’.

You will then have the ability to add any multiple choice or text box question to your order request process.

There will also be an option to make the question optional or required for customers to answer. You can also make questions assigned to specific products or categories.

You will also have the ability to remove the generic ‘Order Specifications’ question and 'Additional Order Notes' section by selecting the toggles at the top.

Question 18

How can I rearrange the order of my order request questions?

Accepted Answer

Select ‘Account’ on the bottom menu - select ‘Edit Bakesy Shop’, then select ‘Order Forms’

Under ‘Your Added Questions’, you will see all of your custom order form questions that you created.

To reorder the questions, select and hold your finger down on the little icon with three horizontal lines next to the question that you would like to move - move your finger up or down to rearrange.

Question 19

How can I block specific dates on my calendar so customers can’t send me order requests to be due on those dates?

Accepted Answer

To block off specific dates, select ‘Schedule’ on the bottom menu - then select the little calendar icon on the top right.

Select ‘Block off Dates’ - then tap the date(s) that you want blocked off, so customers can’t send you order requests to be due on those dates.

Select ‘Save’ to finalize your selections

*Please note that you will still have the ability to create orders on dates that are blocked off. This only applies to customers.

Question 20

How can I set my availability on my Bakesy Shop?

Accepted Answer

To set your availability, select ‘Schedule’ on the bottom menu - then select the little calendar icon on the top right.

Select ‘Block off Dates’ - then tap the date(s) that you want blocked off, so customers can’t send you order requests to be due on those dates.

Select ‘Save’ to finalize your selections

*Please note that you will still have the ability to create orders on dates that are blocked off. This only applies to customers.

Question 21

How can I pause orders if I want to take a break from baking?

Accepted Answer

To pause orders and block off all availability dates select ‘Schedule’ on the bottom menu - then select the little calendar icon on the top right.

Select ‘Pause Orders’ on the top right

By doing this, the ‘Order Request’ button on your Bakesy Shop will now read ‘Not accepting orders at this time’ and will no longer be clickable by customers.

When you are ready to resume taking orders, select ‘Schedule’ on the bottom menu - then select the little calendar icon on the top right.

Then select ‘Resume Orders’

Question 22

How can I remove the Order Specifications question from my order form?

Accepted Answer

Select ‘Account’ on the bottom menu, then select ‘Edit Bakesy Shop’, then select ‘Order Forms’

There's a toggle at the top of the screen to disable this.

Question 23

I want to print off my orders. How do I do this?

Accepted Answer

Open the order task, then select the grey circular menu icon on the top right of the screen.

Select ‘Print this order’

Question 24

A customer has paid for an order via Bakesy Secure Payments. How does this money transfer to my bank account?

Accepted Answer

To have funds transferred to your bank account, you will need to set up your Payout account.

To do this, go to the Payout screen by selecting ‘Account’ on the bottom menu, then select ‘Payouts’

Select the blue button that says ‘Add Payout Account’

You will then need to verify your identity and enter your bank account or debit card details. This process should take less than 3 minutes.

Once this is completed, there should be a green icon that says ‘Active’ on the Payout screen.

Once your Payout account is active, payouts will always automatically be made to your linked bank account every two business days from the date payment is received.

Note: Bakesy Secure Payments is only available for US users.

Question 25

A date is blocked off that shouldn't be. What can I do to figure out what is causing this?

Accepted Answer

If date(s) are blocked that shouldn't be, there may be a few possible things that could be causing this:

-Lead Time Block Settings
-Order Limit Settings
-Product Availability Settings
-The date is accidentally blocked off via the 'Schedule' screen

Lead Time Block Settings
To check to see if you have a lead time block enabled, select ‘Account’ on the bottom menu, then select ‘Edit Bakesy Shop' - then select ‘Availability Settings’ - check to see if this feature is enable. If it is, check to see if the lead time block impacts the date(s) that you're wanting unblocked. If so, either disable this feature or change the lead time block amount to a different amount of days/weeks. Once this is done, select ‘Save’

Order Limit Settings
This feature will automatically block a date if you have reached a certain amount of orders. To check to see if this is causing this issue, select ‘Account’ on the bottom menu, then select ‘Edit Bakesy Shop’ - select ‘Availability Settings’, then check to see if the toggle is enabled on ‘Limit Orders Per Day’ - if this featured is enabled, cross reference the order limit vs. the amount of orders you currently have for the date(s) in question.

Product Availability Settings
To check to see if product availability settings are causing this issue, check your products that have this featured enabled (will show a calendar icon next to each product) and see if any of these settings are causing the date(s) to be unavailable.

The date is accidentally blocked off via the 'Schedule' screen:
To check this, select ‘Schedule’ on the bottom menu - then select the little calendar icon on the top right. Select ‘Block off Dates’ - then see if the date(s) that shouldn't be blocked have a red dot under them. If so, tap on those dates to remove the red dots, then select ‘Save’ to finalize.

Question 26

How can I view my Bakesy Shop to see what my website looks like?

Accepted Answer

To view your  Bakesy Shop, select ‘Account’ on the bottom menu, then select ‘View Bakesy Shop’ under your bakery name at the top of the screen.

Question 27

How can I create an order / invoice within the app without having my customers send me an order request?

Accepted Answer

To create an order yourself, select ‘Schedule’ on the bottom menu, then select ‘Create Order’ on the top right.

*If you cannot see the 'Create Order' button select the list icon that is located next to the calendar icon on the upper right side of the screen*

Question 28

My customer has paid their balance and I don’t want to request final payment. How can I avoid this and mark the order as paid?

Accepted Answer

Open the order, then select the grey circular menu icon on the top right of the screen.

Select ‘Mark balance as paid’

Question 29

How can I add more photos to my Bakesy Shop gallery?

Accepted Answer

Select ‘Account’ on the bottom menu, then select ‘Edit Bakesy Shop’, then tap ‘Business Info'

Select ‘Gallery’

Tap “+” icon to upload additional photos

Question 30

How can I automatically setup a lead time block on my calendar so customers can’t order within a certain time period from today’s date?

Accepted Answer

To automatically setup a lead time block on your calendar, select ‘Account’ on the bottom menu, then select ‘Edit Bakesy Shop'

Select ‘Availability Settings’

Enable this feature by selecting the toggle and setting the amount of time you want automatically blocked from today's date.

Once this is done, select ‘Save’

Question 31

How long does it take for funds to transfer to my bank account?

Accepted Answer

Note: Bakesy Secure Payments is only for US users.

You will first need to confirm that your Payout account is active. There should be a green icon that says ‘Active’ on the Payout screen.

To go to the Payout screen, select ‘Account’ on the bottom menu, then select ‘Payouts’

Once your Payout account is active, payouts will automatically be made to your linked bank account every two business days from the date payment is received.

Question 32

How can I edit order details?

Accepted Answer

To edit an order, open the order and select the grey circular menu icon on the top right of the screen.

From there, you can amend the customer’s contact details by selecting ‘Edit customer details’

If you want to amend the order details or pricing, select ‘Edit order details’

Make sure that you select ‘Save’ once desired changes are made.

Question 33

How can I set up minimum quantities for my Products?

Accepted Answer

To set up minimum quantities, select ‘Account’ on the bottom menu, then select ‘Edit Bakesy Shop'

Select ‘Minimum Quantity Settings’

You'll then be able to view the minimum quantity settings for each of your products.

You can also set up minimum quantities within the Product Details screen:

Select ‘Account’ on the bottom menu, then select ‘My Products’.

When inside the product details screen, scroll down to ‘Quantity Preferences’

Scroll down to ‘Minimum Quantity’ and enter your desired amount in the text box.

Question 34

How do I cancel my subscription?

Accepted Answer

All subscription payments are processed directly through the App Stores. To cancel your subscription, you will need to manage your subscriptions by opening the App Store app.

For iPhone:
https://support.apple.com/en-us/118428 (https://support.apple.com/en-us/118428)

For Android:
https://support.google.com/googleplay/answer/7018481?hl=en&co=GENIE.Platform%3DAndroid (https://support.google.com/googleplay/answer/7018481?hl=en&co=GENIE.Platform%3DAndroid)

Question 35

How do I amend my customer's order form responses?

Accepted Answer

To amend order form responses made by your customer, open the order in question, then select the grey circular menu icon on the top right of the screen.

Select 'Edit Customer Questionnaire' - you'll then have the ability to edit any order form answer made by the customer.

Question 36

How can I create my own FAQ page for my Bakesy Shop?

Accepted Answer

Select 'Account' on the bottom menu, then select 'Edit Bakesy Shop', then tap 'My Storefront Preferences'

Then select 'My Business FAQs'

Tap the '+' icon next to 'Add FAQ'

Question 37

How do I ship orders using Bakesy?

Accepted Answer

With Bakesy's current functionality, you can create a custom question for your order request process to ask customers to input their shipping address.

You can also create shipping fees to apply to invoices on orders you ship.

The actual shipping of orders must be facilitated outside of Bakesy.

To create a custom question for your order request process:

Select ‘Account’ on the bottom menu, then select ‘Edit Bakesy Shop’, then select ‘Order Forms’

To create a shipping fee:

Select ‘Account’ on the bottom menu, then select ‘Edit Bakesy Shop’

Select ‘Taxes / Discounts / Fees’, then ‘Create’

Question 38

How do I offer delivery on Bakesy?

Accepted Answer

With Bakesy's current functionality, you can create a custom question for your order request process to ask customers to input their delivery address.

You can also create delivery fees to apply to invoices on orders.

The actual delivery of orders must be facilitated outside of Bakesy.

To create a custom question for your order request process:

Select ‘Account’ on the bottom menu, then select ‘Edit Bakesy Shop’, then select ‘Order Forms’

To create a delivery fee:

Select ‘Account’ on the bottom menu, then select ‘Edit Bakesy Shop’

Select ‘Taxes / Discounts / Fees’, then ‘Create’

Question 39

How can I add a cover photo to my Bakesy Shop?

Accepted Answer

Select ‘Account’ on the bottom menu, then select ‘Edit Bakesy Shop’

Select ‘My Storefront Preferences’, then select 'Shop Appearance'

Question 40

Where can I disclose my shipping / delivery policies to my customers?

Accepted Answer

There are two ways to go about this - you can create an FAQ that discloses this OR you can create a custom section that will appear on the homepage of your Bakesy Shop.

To create a custom section on your Bakesy Shop, select ‘Account’ on the bottom menu, then select ‘Edit Bakesy Shop’, then tap ‘Custom Sections’

Select the page on your Bakesy Shop where you want to add the section, then tap the '+' icon next to 'Add text box profile section'

Title the section (e.g. Shipping / Delivery Policy)

Input your policies within the text box

Select 'Save'

Question 41

Can I access my Bakesy account on multiple devices?

Accepted Answer

Yes! You can access your Bakesy account on multiple devices.

Please note that if you're using a different App Store user account on another device, you will still be able to access your Bakesy account, however, you'll be charged for a separate subscription.

When opening the Bakesy app, instead of creating a new account, select ‘Sign in’ on the homepage.

You will then need to enter the email and password that you assigned to your account.

Question 42

How can I delete my account information from Bakesy?

Accepted Answer

To delete your account information from Bakesy:

Select 'Account' on the bottom menu, then tap 'Edit Bakesy Shop'

Scroll down and tap 'Account Information'

Then tap 'Delete Account'

*Please note that deleting your Bakesy account will NOT automatically cancel your subscription. You will need to manually cancel your subscription via the App Store or Google Play Store*

To cancel your subscription, you will need to manage your subscriptions by opening the App Store app.

For iPhone:
https://support.apple.com/en-us/118428 (https://support.apple.com/en-us/118428)

For Android:
https://support.google.com/googleplay/answer/7018481?hl=en&co=GENIE.Platform%3DAndroid (https://support.google.com/googleplay/answer/7018481?hl=en&co=GENIE.Platform%3DAndroid)

Question 43

How can I export my order history?

Accepted Answer

Select 'Account' on the bottom menu, then tap 'Order History'

There will be a download icon on the upper right-hand side. Once you tap that icon, a copy of your order history will be emailed to the email address associated with your Bakesy account.

*Please note that you can utilize the 'filter' feature to filter orders. When downloading your orders, the orders downloaded will only be the orders that meet the filter criteria (e.g. only completed orders).

Question 44

How can I add time slots for my customers to choose when placing an order?

Accepted Answer

To add a time slot question for customers to answer during the order request process, you will need to create a custom multiple choice question.

To do this, select 'Account' on the bottom menu, then tap 'Edit Bakesy Shop'

Tap 'Order Forms' - then tap 'Add multiple choice question'

You'll then be able to create a multiple choice question (e.g. Please select your desired pickup time slot.)

Your answer choices will then be whatever time slots you're offering.

*Consider making this question required for customers to answer. You also have the option to tie it to specific products.

Question 45

How can I create different quantity types?

Accepted Answer

The easiest way to create different quantity types is to specify the quantity that you'd like to use in parentheses at the end of the item title.

Examples:
Cheesecake (1 slice)
Candy (5 pounds)

Question 46

How can I add Taxes, Discounts, or Fees to invoices?

Accepted Answer

Select ‘Account’ on the bottom menu, then select ‘Edit Bakesy Shop’.

Select ‘Taxes / Discounts / Fees’, then ‘Create’.

Select either ‘Tax’, ‘Fee’, or ‘Discount’ then proceed.

Once created, you'll be able to apply these adjustments when creating an invoice.

Question 47

How can I hide Products without deleting them?

Accepted Answer

Select ‘Account’ on the bottom menu, then select ‘My Products’.

Select product, then under ‘Item Status’ tap ‘Active’ and a new box will appear, then select ‘Hidden’.

To reset a Hidden product to ‘Active’, tap ‘Hidden’’ and a new box will appear, then select ‘Active’

Question 48

How can I implement variable pricing on Products (e.g. Starting at $XX)?

Accepted Answer

Select ‘Account’ on the bottom menu, then select ‘My Products’.

Next to ‘Price Type’, tap ‘Fixed’ and a new box will appear then select ‘Variable’.

Your customers will now see “Starting at…” listed before the price of this product.

Question 49

How can I manually change the status of an order?

Accepted Answer

To manually change an Order Status, open the order and select the gray circular menu icon on the top right of the screen.

From there, select ‘Change order status’. You will have the option to change the Order Status to ‘Pending Deposit, ‘Confirmed’, ‘Paid’, or ‘Canceled’.

Question 50

How do I create a product to list on my Bakesy Shop?

Accepted Answer

Select ‘Account’ on the bottom menu, then select ‘My Products’.

Question 51

How can I create Categories for my Products on my Bakesy Shop?

Question 52

How can I change the name of the ‘Request Order’ button on my Bakesy Shop?

Question 53

How can I hide the ‘Availability’ button on my Bakesy Shop?

Question 54

How can I set up a maximum quantity amount for a Product?

Question 55

How do I disable inspiration photos from customer order requests?

Question 56

How can I rearrange the order of how my Products are displayed on my Bakesy Shop?

Question 57

How can I rearrange the order of how my Categories are displayed on my Bakesy Shop?

Question 58

How do I update the bank account linked to my payout account?

Question 59

How do I generate a QR code for my Bakesy Shop within the app?

Question 60

How can I limit my availability to a set number of months into the future?

Question 61

How can I choose the contact method when customers tap ‘contact’ on my Bakesy Shop menu?

Question 62

How can I request shipping info from customers?

Question 63

How can I add pickup times for customers to select?

Question 64

How can I add an attachment to an invoice?

Home Bakery Business Software Help Center

✅ Getting started with Bakesy
💲 Accepting payments with Bakesy
🗂️ Organizing your products

Home Bakery Business Software Help Center

✅ Getting started with Bakesy 💲 Accepting payments with Bakesy 🗂️ Organizing your products

✅ Getting started with Bakesy
💲 Accepting payments with Bakesy
🗂️ Organizing your products