Run your business's widgets, website and shop

See the widget journeys for separate visitor, member, platform-staff and customer-owner views.

The platform operator assigns the plan and access for your widget workspace. Read the licence scope.

For: a business owner with a customer-workspace invitation.

Accept your invitation, then work inside your business's account. Your plan determines the tools available there.

If you belong to several businesses, choose one on Your businesses after signing in. Each business keeps separate records and permissions.

Your assigned plan chooses a Venue, Showcase or Listings desk. It shows the permitted widget families in their desk order. Home figures use only this business's records; unavailable figures are left out. Older plans use Venue.

There is no desk menu in a customer account. Accounts switches businesses. On a phone, open More for all available destinations. Staff see Scan when allowed, families for the widgets shared with them and Websites when you share a website with them. They do not gain your Analytics, People, Billing or Team pages.

Open your account

1. Open the invitation email and click Open your invitation.
2. Set up your account, or sign in with the invited email address.
3. Complete any required device or second-factor check.
4. Accept the invitation.
5. Open Account to check your business name, timezone and plan.

Your plan lists the assigned widget types and account tools beside your usage. Staff permissions remain separate from these plan features.

Invitations last seven days. If yours expires, ask the person who invited you for a new one.

An offer or loyalty-card email code opens the visitor's offers. It does not sign anyone into your business workspace.

Publish your first widget

1. Open the widget family you need, such as Bookings or Vouchers & deals.
2. Click New widget.
3. Choose an available type.
4. Enter its content.
5. Click Live preview.
6. Click Save changes.
7. Open Publish & share.
8. Click Publish widget.
9. Copy its page link or website code, or create a named QR placement.

The widget guide covers website embeds, newsletter and WhatsApp links, printed placements and website permissions. Use Campaign labels in Publish & share to choose or approve a campaign within your business.

Search and type/status filters narrow the family list before pagination. Choose Analytics from either row menu to read the selected widget’s results and next actions. Its Back link retains your filters. Your plan and account access control analytics; the list explains unavailable statistics. Counter staff cannot use these management controls.

The counter guide covers offers and loyalty cards.

Build your website

Your plan can include Websites and a number of live websites. A draft does not use a place; only a live website does.

1. Open Websites.
2. Click New website.
3. Enter the website name and its address.
4. Choose a language and a starting design.
5. Click Create draft.
6. Edit the pages, design and languages in the editor.
7. Click Publish and check the review.

The editor is the same as the one your service provider uses. The website guide explains pages, blocks, languages, design and publication.

A website in your account uses only your own widgets, catalogue items and images. Upload images from the image picker. Your website lives at the address on this platform, such as /site/your-name. Custom domains are not available for customer workspaces yet.

Websites shows how many live websites your plan allows. At the limit, Publish refuses and tells you the limit. Withdraw a live website first, or ask your service provider for a larger plan.

If your plan no longer includes websites, your live websites go offline. You can still open them and withdraw them.

Choose who edits each website

Open a website and select Settings. Who can edit lists everyone who can open it:

To add a staff member:

1. Click Add a team member.
2. Choose the person. Select Can publish if they may also publish.
3. Click Give access.

Staff see only the websites you add them to. To change someone's access, open the ⋯ menu beside their name and choose Can edit, Can publish or Withdraw access.

Your service provider can start a website for you. That person keeps edit access until you change it. They cannot publish unless you allow it. To end their access, choose Withdraw access in the menu beside their name. Their access ends at once.

Run your own shop

Your plan can include Shop. Your shop sells as your business. Your invoices show your business details and use your own numbers and tax rates. Buyers pay by card into your own Stripe account. Your service provider does not see your sales, your money or your buyers, and you do not see theirs.

Open Shop. The checklist shows what your shop still needs:

1. Add your business details. Open Setup and fill in Your business: legal name, address, country and email. Add your tax number when you charge tax. Your invoices show these details. A change applies to later invoices only.
2. Connect your Stripe account. In Get paid, under Stripe keys, enter your publishable key, secret key and webhook signing secret from your Stripe account. Add the Webhook address to Stripe with the events in the online payments guide. Keys stay encrypted, and nobody can read them back, also not your AI.
3. Add a product. Open Products and click Add product. Then choose the type, sizes, stock and download on the product page.
4. Publish your shop. Create a Shop and cart widget, choose its products and delivery methods, and publish it. Place it on your website with a widget block.

Your first invoice gets a number such as CANAL-INV-2026-0001. You can change the prefix in Your business until you issue your first invoice.

Tax and delivery

In Setup, click Add tax rate to add your own rates, for example 9% and 21%. To change a rate, click it. Choose one rate for each product, or no tax. A new or changed rate applies to new carts. Placed orders keep their tax.

Under Delivery, click Add shipping method for each way buyers can get their order, such as pick-up at the counter or a courier. To change a method, click the pencil beside it.

Orders, invoices and refunds

• Orders lists every placed order, newest first. Search by order number or customer. The waiting to ship count shows paid orders that wait for delivery; click it to see only those. Open an order, or use its ⋯ menu, to ship, cancel or handle a return.
• After an order, the buyer gets an order confirmation by email with the invoice and a link to the order. The email shows your business details from Setup and uses your sender name and reply-to email. Without a reply-to email, replies go to the email under Your business.
• Invoices lists your invoices and credit notes as issued. Click a number to open the PDF. Click the invoices or credit notes count to see one kind. Download ZIP asks for a period and gives your bookkeeper every original of it with a summary file.
• A credit note that you can still refund has Refund in its ⋯ menu. Stripe returns the money to the buyer's card from your own account. The refund shows only after Stripe confirms it.

If your plan no longer includes Shop, new checkouts stop. You can still open placed orders, ship them, refund them and download your invoices.

Give staff shop work

Open Team, open the … menu beside a staff member and click Shop access:

• Pack, ship and handle returns opens Orders for them.
• Receive and count stock lets them record stock. They open a product on Products, open the actions of a size and click Record stock movement. They cannot change products or prices.

Money, tax, numbers, refunds and downloads stay with you.

Connect your AI

One key, one shop. An AI you connect here works only in this business, and only as far as you may go yourself. It never reaches your service provider's records or another business. A change that moves money, publishes or sends waits for your approval.

You and your staff can each connect your own AI client, such as Claude or ChatGPT. It can do what you do here: your website, shop and stock, widgets, people and team. For example, ask Which paid orders still need shipping? It lists them and prepares each shipment for you to approve. It never sees your Stripe keys; only the owner enters them.

The account owner turns this on first:

1. Click Connect your AI in the menu.
2. Click Turn on AI connections.

Then each person connects their own AI:

1. Click Connect your AI.
2. Copy the address and add it to your AI client.
3. Sign in when your AI client asks.
4. If the page asks Where it works, choose this business.
5. Choose the access and click Approve.

A change that needs your approval waits under Agent approvals on the same page. Open it, check the exact change and approve or reject it.

Turn off AI connections stops every connection of the account at once. If your service provider turns off AI connections for the whole platform, yours stop too. Removing a staff member also ends their connection.

Drafts do not occupy a publication place. If you reach your plan limit, close a published widget or ask your provider to change the plan.

Saving a widget edit closes publication. Check the updated preview and publish it again when ready.

Forms and prices

For a form widget, create its questions, save the form, then choose Use in a widget. Responses become enquiries in your business's People.

For a price-list widget, open Manage prices. Add your products or services, then choose them in the widget.

To change a catalogue item, open its row menu. Choose Edit.

Visitors see current prices. Earlier requests keep the prices shown when they submitted. Making an item inactive removes it from public lists.

Your workspace uses its own forms and catalogue. Other businesses' records and the provider's catalogue are unavailable.

Set your email identity

1. Open Account.
2. Under Email from your business, enter Sender name and Reply-to email.
3. Click Save.

Leave the sender name blank to use your business name. Leave Reply-To blank to use the service default.

A widget can override either value under Email from this widget. Its override applies to all placements of that widget.

The service controls the authenticated sending address. Your Reply-To sets where visitor replies arrive; it does not change that address.

Give a cashier their own access

1. Open Team and click Invite staff.
2. Enter the cashier's email address.
3. Choose All widgets or Selected widgets.
4. For selected access, choose each widget they may serve.
5. Click Send invitation.
6. Check its delivery status below the team list.

The cashier accepts with their own account. After signing in, they reach Scan and can serve only their authorised widgets.

All widgets includes widgets added later. Selected widgets grants access only to those chosen.

Staff cannot open billing, exports, widget settings or your customer list. Each stamp, redemption and correction records the person who performed it.

Pending invitations count towards your staff limit. Cancel an unused invitation or remove someone's access before inviting a replacement.

To end access, find the person in Team and choose Remove access. Their next counter action is refused, including from an open screen.

Removing access preserves their past work. Use Cancel invitation for someone who has not joined.

Review results and shared details

Open Analytics to compare placements and inspect confirmed results. See analytics definitions before comparing rates.

Open People to find details visitors shared through your widgets. Anonymous page views remain anonymous.

An offer member and an enquiry remain distinct unless a recorded relationship links them. A matching email alone does not create team access.

Choose a person to read their permitted activity. Export people appears only when your plan includes exports.

Handle a personal-data request

1. Open Account and open Data requests.
2. Enter the full email address or member reference.
3. Click Find records.
4. Review the person's linked information and attachments.
5. Use Download data, or review the fields for erasure.

These request tools remain available after your plan ends. A search stays within your business.

Erasure cannot be undone. Review its scope before confirming.

Erasure clears personal fields and ends offer membership. It retains service evidence, such as offer terms, consent and staff actions.

Issued billing originals stay unchanged. Check retained files and free text separately.

If an unresolved request requires the data, choose Keep for an open request. Enter a reason and review date.

A dated hold prevents erasure. Review or release the hold before trying again.

Member personal fields normally clear 24 months after the later of last activity and offer expiry. A dated hold can extend this period.

Find your invoices

Open Billing to find invoices and credit notes your service provider issued to your business.

Search by document number or reference. Open the document's row menu. Choose Download PDF for an issued copy.

Your plan's price describes your agreed terms. The invoice shows tax and the amount payable.

Billing remains available to the owner after plan expiry or account closure. Staff have no billing access.

When access changes

If a screen reports changed access, reopen your account. The server checks your current role and plan before returning records or accepting an action.

If Access could not be checked appears, restore your connection and click Retry. Pepper checks access again without reloading the page.

Your unfinished work stays in this open page while the check is unavailable. A successful check restores it. Reloading or closing the page can discard unsaved work.

If the server confirms that access ended, Pepper removes the hidden screen. Restoring a connection does not bypass a revoked permission.

An expired plan preserves saved records. It stops editing and new activity. Contact your service provider to change the plan.

Suspension also stops public widgets and counter actions. The owner retains the restricted account, billing and data-request views.

Booking services

Your workspace owner can configure each booking type included in the plan. Open Booking settings, add schedules and create a service before publishing its widget.

The plan also needs contacts access to open accepted bookings and their connected enquiries. Counter staff do not receive booking management access.

When the booking feature ends, accepted records remain readable with contacts access. A new booking time requires the feature again.

Visitors can still open and cancel saved bookings within their accepted policy. Workspace bookings cannot issue platform invoices.

Follow Take and manage bookings for publication, outside calendars, waitlists and recovery.