Skip to main content

Chat and design approval

After Checkout step 3, customers stay on the success screen. Support chat and design Approve / Reject are available there (not during the Upload / Shipping / Payment wizard). Staff use the matching Comments panel on Link History.

Live updates use Server-Sent Events on the link’s comments stream (new_comment, status_change, approval_change, and related events).

Customer​

Success screen​

Hero: Order placed successfully, Order ID {link_id}, and thank-you copy that design is being reviewed. Help line: Need help? Chat with us or call the store directly.

Order status timeline (labels as shown):

  1. Checkout submitted — We have received your order.
  2. Needs approval (when mockup units exist) — Review mockups and approve the design. / when done Design approved. Production can continue.
  3. In process — Your order is being created.
  4. Shipped — Your order is on its way. (shows Tracking ID: when set)

Design approval​

When a unit is Approval Requested, open that unit ({item name} · Unit {n}):

  • View mockup thumbnails, or wait if Mockups will appear here shortly.
  • Approve, or Reject with optional note (Optional note for the designer) → Confirm reject.

Inline errors: Failed to approve / Failed to reject (or the API message).

Support chat​

  1. Tap the chat control (Open support chat).
  2. Window title Support / Online. Empty state: No messages yet. Start the conversation!
  3. Type in Type a message... and send.

New staff messages can show a badge until you open chat. Keep the same link open to receive live status and approval updates.

Checkout chat and approval

Staff​

  1. On Link History, open Comments on the card (header shows the customer name).
  2. Empty: No comments yet. Placeholder: Type a comment.... Your messages show as You; customer messages use their sender label; system notes appear centered.
  3. Unread dots track new Customer messages since you last opened that chat.
  4. Design mockups and approval requests are driven from Admin workflows; when units reach the customer, they approve or reject on Checkout. Watch SSE toasts / board refreshes when the link is submitted or status changes.

Catalog-link customers use the POS-hosted catalog success/status UI after a curated shop order — similar chat patterns, different host than this Checkout app.