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How to - Sending a Test Bundle to a customer

Once you have created your test bundle, you are ready to send this to your customer.

Christie avatar
Written by Christie
Updated over 12 months ago

Select the actions buttong next to test bundle you would like to send.

Select from the drop down options.


Select 'Send to'

- You can send the bundle via email to your client to purchase.

Fill our your customers name, email address and any comments you would like to add, hit send.

They will receive an email that looks like this, where they can click the link to purchase your test bundle

Once they click the link the below screen will pop up, they can then choose how they would like to pay for the bundle.


Select 'Buy for'

- You can purchase the bundle for your customer - for this feature you MUST have a credit card linked to your file.

Fill our your customers name, email address and any comments you would like to add, tick the boxes to say you have consent to purchase the test bundle on behalf of your customer, hit buy.

Once the payment is processed your customer will receive 2 emails, one to notify them a test bundle has been purchased for them, the next email contains their referral that they can take to their nearest collection centre - find the map here


Select 'Copy Bundle URL'

- This works much the same as the ‘Send to” feature, it will copy a Stripe URL link that allows your client to purchase the bundle right away.

Selecting this will automatically copy the URL bundle, this will allow you to paste the bundle link into an email to your customer.

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