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Customize

This guide covers how to customize platform features and settings that affect your clients, from purchasing workflows to Business App interactions and snapshot access.

What is platform customization?​

Platform customization lets you control how clients interact with your platform, including purchasing processes, Business App access, and other features. Use it to align the experience with your business model and client needs.

Why it matters​

  • Business model alignment – Tailor purchasing and access flows to your sales process
  • Professional branding – Create a consistent, branded experience for clients
  • Controlled access – Manage when and how clients can purchase or access features
  • Improved user experience – Streamline client interactions and reduce confusion

What's included​

  • Buy-it-Yourself purchasing controls
  • Business App contact and conversation settings
  • Prospect snapshot and account access management
  • Client agreement and shopping cart customization
  • Listing and review source configuration

How to configure Buy-it-Yourself purchasing​

The "BIY" or "Buy-it-Yourself" process lets clients purchase and activate products on their own. Some partners prefer to control timing or funding, so you can build a controlled workflow instead.

How Buy-it-Yourself works​

When a client starts a sales order and pays retail, the auto-activation process charges you the wholesale total. That works well for anytime purchases but may not suit partners who want controlled timing or variable wholesale funding.

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Products and services offered for free are not part of the BIY experience.

Building a custom purchasing experience​

To create a controlled purchasing workflow:

  1. Go to Partner Center → Administration → Customize → Sales dropdown
  2. Select Configure Orders and Sales Processes
  3. Scroll to Default Content → Custom fields for Orders
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If you have multiple markets, select your target market before proceeding.

  1. Create Order Form questions in the Administrative Questions section
  2. Mark questions as required and hidden from end users so only partner users see them
  3. When clients click Buy and enter payment, orders go to Awaiting Partner Approval
  4. Use a simple checkbox (e.g. "this order is approved") to control timing
  5. When ready, fill the field and click Approve to process the order

How to customize Business App contact settings​

Contact Us button​

You can customize the "Contact Us" button in Business App so clients can start a conversation with you.

  1. Go to Partner Center → Administration → Customize Business App
  2. Open Conversation Messages and turn on or off Customers can start conversations with you

How to configure prospect snapshot experience​

Control how prospects interact with snapshot reports and request Business App access.

Setting up prospect access​

By default, prospects can request Business App access from snapshot reports. To customize:

  1. Go to Partner Center → Administration → Customize
  2. Click the Sales section to expand
  3. Select Edit Default Marketing and User Experience
  4. Follow the wizard: account creation, Business App access requirements, prospect communication preferences
  5. Click Finish (preview first if desired)

Benefits​

  • Prospects explore platform benefits first-hand
  • Customizable account creation workflow
  • Controlled access to Business App features
  • Branded prospect communication

How to manage customer agreements​

Shopping cart agreement​

You can change the customer agreements shown in the shopping cart at checkout.

  1. Go to Partner Center → Administration → Customize
  2. Open Sales → Configure Orders and Sales Processes
  3. Scroll to Customer Agreements
  4. Edit the text to match your requirements and save
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Customer agreements should be reviewed by legal counsel for compliance with local regulations.

How to configure listing and review sources​

Overview​

The Listing Management app lets you choose which listing and review sites are monitored for each client by industry and location. You can also prioritize sources that support media to improve SEO and engagement.

Accessing listing sources​

  1. Go to Partner Center → Administration → Customize
  2. Under Product Settings, select Listing Sources

Managing listing sites​

  • Filters – By category, country, or industry
  • Site management – Enable or disable specific listing and review platforms
  • Bulk actions – Apply changes to multiple sites at once

Media-supported listing sources​

Sources that allow photos and videos on listings or in reviews can improve engagement and SEO.

Benefits: Better visual appeal, higher engagement, stronger SEO, more complete online presence.

Available media sources: Only some listing and review sources support media. For Vendasta's list of media-supported sources, use:

Listing_Sources_that_Support_Media.pdf (40 KB)

Best practices​

  • Prioritize media-supported sources where it helps
  • Enable sites relevant to your clients' industries and locations
  • Consider sources that allow customer-generated visual reviews
  • Review and update selections as new platforms appear
  • Test listings to confirm functionality and media uploads

Frequently asked questions​

Can I disable Buy-it-Yourself purchasing completely?

Yes. Use required administrative questions that are hidden from end users so all orders go to "Awaiting Partner Approval." You then control when to approve and process each order.

Can prospects access Business App without completing a snapshot?

By default, prospects request Business App access through snapshot reports. You can change this in Edit Default Marketing and User Experience to define other access paths.

How often should I update listing and review sources?

Review listing sources quarterly or when entering new markets. New platforms appear often, and relevance to your clients' industries can change.

Can I set different customer agreements for different markets?

Yes. With multiple markets, you can set customer agreements per market in Configure Orders and Sales Processes.

What should I include in custom order form questions?

Include questions that support your sales process: approval checkboxes, priority levels, or other requirements. Keep them simple and relevant.

Can I preview changes before applying them?

Yes. Most customization wizards offer a preview before you finish. Preview major changes to ensure they match what you want.

How do I ensure listing sources support media uploads?

Check the listing source configuration for media support, or use the downloadable PDF list of media-supported sources. Major platforms (e.g. Google Business Profile, Facebook) typically support images and videos; smaller directories may be text-only.

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