Helpful Articles
Help Guide FAQs
Select ‘Account’ on the bottom menu, then select ‘My Products’.
Select ‘Categories’, then select ‘Add Category’ and proceed.
You can also create Categories for your Bakesy Shop when creating or editing an individual product.
To do this:
Select ‘Account’ on the bottom menu, then select ‘My Products’.
Select ‘+ Add’ next to ‘Items’ to create a new item or select an existing item.
When inside the item screen, select the drop down next to ‘Category, then select ‘Create New Category’ and proceed.
Select ‘Account’ on the bottom menu, then tap ‘Edit Bakesy Shop’
Select ‘My Storefront Preferences’, then tap ‘Storefront Button Settings’
Select ‘Account’ on the bottom menu, then tap ‘Edit Bakesy Shop’
Select ‘My Storefront Preferences’, then tap ‘Storefront Button Settings’
Select ‘Account’ on the bottom menu, then select ‘My Products’.
Select ‘+ Add’ next to ‘Items’ to create a new product or select an existing product.
When inside the product details screen, scroll down to ‘Enable Max Quantity’ and toggle on.
A ‘Max Quantity' text box will appear. Enter your desired amount.
Select ‘Account’ on the bottom menu, then select ‘My Products’.
Select ‘+ Add’ next to ‘Items’ to create a new Product or select an existing Product.
When inside the Product Detail screen, scroll down to ‘Customer Inspiration Photos’ and toggle off.
Check out this resource article to learn how to arrange your products:
Select ‘Account’ on the bottom menu, then select ‘My Products’.
Select ‘Categories’, you’ll then be able to arrange the order of how your Categories are displayed on your Bakesy Shop.
Tap and hold the three lines to the right of an offering, and drag up or down until it’s in the desired location.
Bank account details can be updated directly from your Stripe Dashboard:
1. From the Stripe dashboard menu, click on the Settings icon and go to ’Business Settings’ and click on ‘External Payout Accounts and Scheduling’.
2. Click on the three dots next to the bank account you would like to update.
3. Click 'Edit Bank Account' and provide the new bank account information
4. Click 'Edit Account' to update.
If your bank account information is updated while a payout is already in transit, that payout will be sent to your old bank account. If the old bank account has been closed, the transfer will fail and retry again once the new bank account information is added.
If you have any trouble updating your bank account information, such as having forgotten your previous bank account information, contact Stripe Support at https://support.stripe.com/email
Select ‘Account’ on the bottom menu, then select ‘Edit Bakesy Shop’
Select ‘My Bakesy Shop QR Code’, then select desired QR Code and tap ‘Save JPG’ to save the QR code to the photo gallery on your mobile device.
To limit your future availability, select ‘Account’ on the bottom menu, then tap ‘Edit Bakesy Shop'
Select ‘Availability Settings’
Enable this feature by selecting the toggle and adjusting the amount of months that you'd like to limit your availability into the future for.
Once this is done, select ‘Save’
To change the contact method, select ‘Account’ on the bottom menu, then select ‘Edit Bakesy Shop'
Select ‘Contact Settings’
You'll then have the option to choose email, phone, or text message.
Once this is done, select ‘Save’
To do this, you will need to create a custom text box question for your order request process for customers.
Select ‘Account’ on the bottom menu, then select ‘Edit Bakesy Shop’, then select ‘Order Forms’ - then tap 'Add text box question'
For the question, you can say something like: "Please input your shipping information (please include full address, city, state, zip code)"
You can then make this question optional to answer or tie it to only appear when certain products are ordered.
To do this, you will need to create a custom multiple-choice question for your order request process for customers.
Select ‘Account’ on the bottom menu, then select ‘Edit Bakesy Shop’, then select ‘Order Forms’ - then tap 'Add multiple choice question'
You'll then be able to list out the pickup times you want as selection options.
Check out our Presale Guide to learn more about how to get the most out of your Presales with Bakesy!
When creating an invoice, there will be an option to add an attachment. This will be located on the same screen where you add pricing.
Please note that file sizes attached are limited to 10mb.
Select ‘Account’ on the bottom menu, then select ‘Edit Bakesy Shop’
Then tap ‘Default Invoice Message’
Select ‘Account’ on the bottom menu, then select ‘Edit Bakesy Shop’
Select ‘Order Forms’, then select ‘My Terms & Conditions’
Toggle on ‘Enable Terms & Conditions’ to enter your desired text, then tap ‘Save’ before exiting
Create or open an existing product by selecting ‘Account’ on the bottom menu, then select ‘My Products’
Select either ‘+Add’ to create a new product or open an existing product
To the right of ‘Price Type’, tap on the dropdown and select ‘No Price’
Select ‘Account’ on the bottom menu, then select ‘Edit Bakesy Shop’
Select ‘My Storefront Preferences’, then select ‘Custom Sections’
Select the Storefront Page you would like to add a Custom Section to, then tap ‘+’ to add either an itemized or text box Custom Section.
Select ‘Account’ on the bottom menu, then select ‘Edit Bakesy Shop’
Select ‘My Storefront Preferences’, then select ‘Storefront Button Settings’
Toggle on ‘Hide Storefront ActionButton’, then tap save before exiting
Open the order in question within the Bakesy app, then tap on the grey circular menu icon on the top right of the screen, then select ‘Copy invoice link’
Select 'Account' on the bottom menu, then tap 'Edit Bakesy Shop', then tap 'Default Address'
You'll then have the ability to select the address type (e.g. pickup address, etc.) and input the address that you'll want pre-populated on invoices.
Please note that you'll always be able to amend the address / address type if needed when invoicing.
This is due to having this screen disabled for a certain category. To enable this screen to show during the order request process for customers, select ‘Account’ on the bottom menu, then select ‘My Products’, tap ‘Categories’, then tap on the category and select ‘Edit Category’ to view toggle option to disable this feature ‘Disable order due date screen’
Once a rating or review is left, you will be able to view your ratings / reviews by tapping 'Account' on the bottom menu.
On the upper left hand side of the screen you will see the rating stars which are clickable and will take you to the rating/review page.
Create or open an existing product by selecting ‘Account’ on the bottom menu, then select ‘My Products’
Select either ‘+Add’ to create a new product or tap on an existing product to go to the product details screen.
Toggle on ‘Featured Product’, then tap save before exiting
Select ‘Account’ on the bottom menu, then select ‘Edit Bakesy Shop’
Select ‘Availability Settings’, then toggle on ‘Limit Orders Per Day’
Scroll to the desired amount of maximum orders you wish to receive per day.
Select ‘Schedule’ on the bottom menu, then select ‘Create Order’ button on the top right.
Select ‘Previous Bakesy Customers’, then search by name, email, or phone number.
*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*
Offerings and Products both serve the same purpose, however Products allow for a lot more customization and are recommended to use over Offerings.
Products give you the option to add pictures, prices, descriptions, and much more. You also have the ability to assign Products to different categories, plus have the option to disable inspiration pictures. Products also allow you to amend quantity preferences, e.g. sell in increments of dozens.
Offerings are a feature that we plan on phasing out of Bakesy.
To edit products, select 'Account' on the bottom menu, then tap 'My Products'
To edit your offerings, select 'Account' on the bottom menu, then tap 'Edit Bakesy Shop', then select 'Account Information' - then 'Offerings'
For past orders prior to Bakesy - select ‘Account’ on the bottom menu, then tap ‘Edit Bakesy Shop’ - scroll down and tap ‘Customer Review Link’ - share this link directly with past customers.
For orders completed on Bakesy - once an order is marked as 'Complete' open the order within the app - there will be a button at the bottom of the screen to request a rating / review - this will be a unique review link associated with the completed order.
Please note: only reviews requested in this way via a unique review link will receive a ‘Verified Order’ badge
To edit pricing or the deposit amount of an existing order, open the order within the app then tap on the grey circular menu icon on the top right. Once you do that, tap 'edit order details' - then go to the next screen.
Please note that if the deposit has already been paid by credit card via Bakesy Secure Payments, you will not be able to amend the deposit.
Select ‘Account’ on the bottom menu, then tap ‘Edit Bakesy Shop’
Select ‘My Storefront Preferences’, then tap ‘Shop Appearance’
Select ‘Account’ on the bottom menu, then select ‘Payouts’
Toggle on ‘Collect Tips’
The Tips feature is automatically enabled for Premium users and can be disabled.
*Customers will only have the option to tip when using Bakesy Secure Payments (USA only)
Select ‘Account’ on the bottom menu, then select ‘Dashboard’
Select ‘Account’ on the bottom menu, then tap ‘Edit Bakesy Shop’
Select ‘Automated Reminders’, then tap ‘Payment Reminders’
Select ‘Account’ on the bottom menu, then tap ‘Edit Bakesy Shop’
Select ‘Automated Reminders’, then tap ‘Pickup Reminders’
Select ‘Account’ on the bottom menu, then select “Notifications & Sync’
Under ‘Calendar Sync’, toggle on ‘Enable’
The Bakesy logo is automatically hidden from your shop and invoices when you’re subscribed to Bakesy Premium.
Select ‘Account’ on the bottom menu, then select ‘Edit Bakesy Shop’
Select ‘My Storefront Preferences’, then select ‘Announcement Banner’
Toggle on ‘Announcement Banner’, then enter in your message and select your desired font and background colors, then tap ‘Save’
Select ‘Account’ on the bottom menu, then select ‘Edit Bakesy Shop’
Select ‘Taxes / Fees / Discounts’, then select ‘Create’, then ‘Discount’
Toggle on ‘Coupon Code’, then enter the desired code and discount amount.
To enable inventory for your Products, you will need to do this individually within each Product that you wish to have inventory for.
To do this, select ‘Account’ on the bottom menu, then select ‘My Products’
Open the desired product, then scroll down and toggle on ‘Inventory’.
Enter your desired inventory amount in the ‘Item Stock’ box.
To view/update inventory for all of your products that currently have inventory enabled, access the Inventory Screen by selecting ‘Account’ on the bottom menu, then ‘My Products’, then ‘Inventory’.
*If the Inventory screen isn’t displaying any products, this means you don’t have inventory enabled on any of your products.
Instant Checkout allows customers to pay instantly and eliminates the need for manual order request approvals and invoicing.
You will have the option to select which products are eligible for Instant Checkout and you must select whether these Instant Checkout products will be paid for via Bakesy Secure Payments OR via Out-of-app payments (cannot select both).
If you select Instant Checkout products to be paid for via Bakesy Secure Payments, your customers can pay with credit or debit card at the end of the order process. These orders will appear on your homescreen as ‘Paid’ and an Instant Checkout icon will be present.
If you select Instant Checkout products to be paid for via Out-of-app payments, an invoice will appear after your customers complete the order process. They must select ‘Agree to Pay’ to finalize the order. These orders will appear on your confirmed orders screen as ‘final payment requested’ and an Instant Checkout icon will be present. Once you receive the out-of-app payment, you must open the order and manually select ‘Balance Paid’
If an order includes products with Instant Checkout enabled and (1) or more products without Instant Checkout, the entire order will automatically disable Instant Checkout and must be submitted as a standard order request.
Premium themes offer a variety of extra customization options to help your Bakesy Shop stand out, including:
Premium Bakesy Shop designs
Various font choices for headers and body text
Additional button style options
Ability to add links to your social media accounts on the footer of your shop
The Product Summary view provides an overview of the exact product quantities needed to fulfill on any given date.
To access this view select ‘Schedule’ on the bottom menu - then select the little calendar icon on the top right.
Select the desired date, then tap on the clipboard icon on the top right.
The Product Summary view provides an overview of the exact product quantities needed to fulfill on any given date.
To access this view select ‘Schedule’ on the bottom menu - then select the little calendar icon on the top right.
Select the desired date, then tap on the clipboard icon on the top right.
Yes. The Product Summary view provides an overview of the exact product quantities needed to fulfill on any given date.
To access this view select ‘Schedule’ on the bottom menu - then select the little calendar icon on the top right.
Select the desired date, then tap on the clipboard icon on the top right.
To customize the name of the Featured Product header, select 'Account' on the bottom menu, then tap 'Edit Bakesy Shop', select 'My Storefront Preferences'
Then tap 'Featured Products Header'
To downgrade your subscription to Standard, select 'Account' on the bottom menu, then tap 'Change Subscription'
If 'Change Subscription' is not showing as a menu option, this means that you're currently enrolled in Standard.
All subscription payments are processed directly through the App Stores. To pause your subscription, you will need to cancel your Bakesy membership via the App Store app. Your account info will still be saved when you're ready to resubscribe to Bakesy.
For iPhone:
https://support.apple.com/en-us/118428
For Android:
https://support.google.com/googleplay/answer/7018481?hl=en&co=GENIE.Platform%3DAndroid
Please be sure to pause your orders before unsubscribing so you don't receive order requests during your time away.
To pause orders 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're 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’
To apply default adjustments (taxes / fees / discounts) to automatically apply to all Instant Checkout orders , select 'Account' on the bottom menu, then tap 'Edit Bakesy Shop' , then tap 'Instant Checkout Settings'
Toggle on the adjustments that you want applied to every Instant Checkout order.
If you're wanting to pull a report to view your orders for the past year, you'll be able to do this on the Order History screen.
Select 'Account' on the bottom menu, the tap 'Order History'
Tap 'Filter' and amend the Order Due Date range.
If you only want to view orders where payment was received, filter by order status by selecting the following statuses: Complete, Paid, Confirmed
Then tap the blue download icon on the right side to generate your report. The spreadsheet will be emailed to the email address associated with your Bakesy account.
To change the payment method used for your Bakesy subscription, you will need to update the credit/debit card you have on file with the App Store.
For iPhone:
https://support.apple.com/en-us/118293
For Android:
https://support.google.com/googleplay/answer/4646404?hl=en&co=GENIE.Platform%3DAndroid
Open a product and scroll down to ‘Availability Preferences’ and tap ‘Select Dates’ then select your desired date(s)
When customers are placing an order for this product, your selected date(s) will be the only date(s) available.
Open a product, then scroll down to ‘Availability Preferences’ and tap ‘Recurring’ - then select your desired day(s)
When customers are ordering this product, your selected day(s) will be the only day(s) available.
Select ‘Account’ on the bottom menu, then tap ‘Edit Bakesy Shop'
Select ‘Customer Rating Request Message’
Select 'Schedule' on the bottom menu, then tap the calendar icon on the upper right-hand side, then tap your desired date.
Then tap the printer icon on the top right.
To duplicate a newly created product, first create a new product by selecting ‘Account’ on the bottom menu, then tap ‘My Products’
Select ‘+ Add’ then enter your product details, then tap ‘Duplicate’ to duplicate the product
To duplicate an existing product, open any existing product, then scroll down and tap ‘Duplicate’
Select ‘Account’ on the bottom menu, then select ‘Edit Bakesy Shop’
Select ‘Instant Checkout Settings’, then scroll down and enter your default pickup address under Default Pickup Address then tap Save.
Using this feature allows you to automatically assign a pickup location to all Instant Checkout orders. It also automatically activates the automated pickup reminder feature for added convenience when automated reminders are enabled.
Open any Product, then tap 'Copy Direct Link' on the top right-hand side of the screen. The link to that specific Product will then be copied.
To do this for a Category, you'll need to access the Categories screen by selecting 'Account' on the bottom menu, then tap 'My Products' - then tap 'Categories'
Tap any category, then tap 'Copy Direct Link' on the top right-hand side of the screen. The link to that specific Category will then be copied.
Please note: if there aren't any active Products assigned to a Category, you won't be able to copy the direct link
To do this, you will first need to get to the Categories screen. Select 'Account' on the bottom menu, then tap 'My Products' - then tap 'Categories'
Select a category of your choosing, then tap 'Edit Category'
Enable the toggle Disable 'order due date' screen
This preference will only apply to all products assigned to this category.
Please note: the 'Offerings' category is a default category that doesn't allow you to use this function. While you cannot delete this category, it won't be visible on your shop if there aren't any active products assigned to it.
Yes, you can enter a HEX color code to select any color you like. A HEX color code starts with "#".
To find a HEX color code, visit this link.
Instant Checkout can only be applied to Products that have a fixed price. If a Product doesn't have a fixed price, then the Instant Checkout toggle won't be visible on the product detail screen.
Select ‘Account’ on the bottom menu, then tap ‘Edit Bakesy Shop’
Select ‘My Storefront Preferences’, then tap ‘Shop Appearance’
Scroll down and there will be an option to input links for Instagram, Facebook, and TikTok.
Select ‘Account’ on the bottom menu, then select ‘My Products’, then select ‘Categories’ - tap the category you want to add a description to, then tap 'Category Description' on the top of the screen.
Enter your description, then tap 'Save'
To remove this question, you will need to disable this within each of your product(s).
To do this, select 'Account' on the bottom menu, then tap 'My Products' - tap a product to edit, then scroll down. There will be a toggle to disable for 'Customer Inspiration Photos'
If your notifications aren't working, you'll first want to check your notification settings within the app. Select 'Account' on the bottom menu, then tap 'Notifications & Sync'
If your notifications are enabled on this screen within Bakesy, you'll then want to check your notification settings/permissions within the Settings app on your phone.
To do this on iPhone, open the Settings app, then scroll down and tap 'Apps' - then scroll down and tap 'Bakesy' - then tap 'Notifications' - make sure 'Allow Notifications' is enabled along with the various alert type options below.
On the off chance this doesn't resolve your issue with receiving notifications, the best thing to do is to delete the Bakesy app on your phone, then reinstall. Don't worry, all of your account information will NOT be deleted as account information is NOT stored within the app. Simply reinstall the app, then log into your account.
If ADA compliance is a requirement for your business, we recommend working with an accessibility consultant or using third-party tools designed specifically for that purpose.
Our platform gives you the flexibility to build and manage your site, but accessibility decisions such as structure, content, contrast, navigation, and assistive technology support must be handled by you or a qualified accessibility professional.