Zest

Learn how to set up Concierge projects and manage them successfully for the long haul.

Concierge

The AI Assistant helps you take busywork off your plate so you can focus on your clients.

Using the Zest AI Assistant

Getting started with Zest Concierge project management.

Getting Started

How to Place and Manage Test Orders in Concierge

How to Connect Stripe for Payment Processing With Concierge

How to Integrate Concierge With Non-Shopify Platforms

How to Configure Transactional Emails for Concierge Orders

How to Set Up and Manage Concierge Projects

Guides, how-tos, and tips to installing Concierge.

Installation

How to Send Shipping Notification Emails to Concierge Recipients

How to Upload and Configure Gift Messages in Concierge

How to Set Up Shipping for Concierge Orders

How to Configure Address Validation and PO Box Restrictions in Concierge

How to Upload Recipient Lists via CSV in Concierge

How to Submit Concierge Orders for Processing

How to Import Products From Shopify Into Concierge Projects

Configuring Concierge Project Settings

How to Create and Manage Invoices in Concierge

Invoicing

How to Set Up Payment Billing for Your Zest Account: Concierge

How Sales Tax Is Calculated and Handled for Concierge Orders

Payments, Fees, & Taxes

How Order Tags and Metadata Flow From Concierge Orders to Shopify

Understanding Parent and Child Orders in Concierge

How Orders Flow From Concierge Projects Into Shopify

How to Handle Concierge Order Edits and Modifications After Submission

Troubleshooting & FAQs

How Can I Use the Outstanding Inventory Report for Concierge?

How Do I Use the Taxes Report for Concierge?

How to Access Concierge Report Data via API

How to create and access Concierge reporting data and analytics. 

Reporting & Analytics

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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