Question 1

Manage my listings categories

Accepted Answer

In your marketplace, you will offer several types of products grouped by categories.

To allow your sellers to feed their catalog, it is necessary to define these "parent categories" and "subcategories" beforehand. The "categories" refer to a particular theme in which we will find "subcategories" which are product families. In the "Manage Categories" section of your dashboard, you can delete, add and categorize these categories in the order of your preferences. It will be necessary to proceed to the same step to create the "subcategories" but this time it is necessary to connect them to a "parent category". So you get a tree with the category and the different product families associated with it.

Settings > Advanced Settings > Listings Categories

" Add a category " and complete the requested information.

To these families of products, it will be necessary to predefine characteristics which give the description of the products. These "attributes" must be defined according to criteria relevant to the research.

If you need to define colors for a product, you have the choice to: create a drop-down list; create checkboxes for colors you have previou

Question 2

Manage listings' availabilities on a calendar

Accepted Answer

Manage booking availability per day

Kreezalid's availability calendar allows suppliers to share the availability time of a product, or service. It's a way for customers to see if the availability suits their needs.

Kreezalid provides an availability calendar per day, mainly used for rental and services.

How can vendors access availability management in their listings

Vendors can access availability management when editing their listing under the item "Listings" in their dashboard:

Prior to this, you must ensure you've set an order type with availability management turned on in your admin panel.

If your providers have existing listings when you enable availability management, those listings will retain their old settings.

How will automatic availability management look like on a listing page

Customers will be see booked/unavailable dates on grey background in the date pickers displayed on the listing page when they're initiating a booking. Those dates cannot be selected.

Question 3

Understanding escrow payment on online marketplaces

Accepted Answer

What is escrow payment?

Escrow is an agreement between two people or organizations in which money is kept by a third person or organization until a specific condition is met. On online marketplaces, the customer will pay the goods or services by transferring money to a third-party solution. The money is placed in escrow until the order is completed. Then to money is transferred to the supplier (minus the marketplace’s commission if the platform charges service fees).

How does an escrow account work?

Why do you need an escrow account on your online marketplace?

As a marketplace, you are a trusted third party and you need to be able to act in case of a risk of a delayed delivery, a dispute, or if there’s the possibility of a refund being needed. Unlike, e-commerce websites you don't want to make a direct payment to the vendor because you're not the vendor and in case of a refund being needed you won't be able to act on the money.

| You now understand why direct payment solutions, like Paypal, how popular they can be, cannot be a suitable system for a marketplace business.

Escrow payments with Kreezalid

Kreezalid integrates 2 specific payment providers to allow you to have this system on your marketplace:

Stripe with Stripe Connect. Kreezalid allows platforms to specify payouts for Custom Connect accounts via Stripe

Question 4

Add HTML to your online marketplace

Accepted Answer

You can add custom HTML to a page or section of your marketplace as soon as you see an editor of this type in your Dashboard:

The "Source code" option allows you to add your own HTML:

It is possible to add your own HTML code on the following spaces (non-exhaustive list):

Pages
Custom section of the homepage
"Editorial" section of the homepage
Listing thumbnail
Blog posts
Description of the listing form
Booking form
Instructions for the banking information form

You can also add HTML to the description field of each listing:

Likewise for all attributes (listing attributes or user attributes) of type "Text".

Example of a listing attribute :

Result on the website :

Example of a user attribute :

Result on the website :

Question 5

Use Paypal For Direct Payments On Your Marketplace

Accepted Answer

Paypal is an e-commerce payment provider allowing you to offer online payment on your website.

|| Contrary to Stripe Connect or Mangopay, Paypal does not come with an escrow system. The payment is a direct payment to the seller or to your platform depending on your settings.

How to set up Paypal on your marketplace

You can make it possible for your customers to pay a service or a product on your online marketplace through a Paypal.me payment link.

Step 1.

To provide an external payment link, first, you have to deactivate the default payment system on your marketplace (working with Stripe Connect or Mangopay).

In Settings / Order types / Transactions, set "Enable payment to "No":

On the checkout page, we recommend you inform the customer that an offline payment will be required after his booking request is accepted. You can customize the checkout page in Settings / Order Types / Manage Booking Form:

Step 2.

You should now customize the automatic email sent to the customer after his order is accepted. In this email, you can integrate the Paypal.me link, so the customer can pay the order amount right away.

To customize this email, go to your admin panel in Settings / Notifications :

![](https://cdn.kreezalid.com/kreezal

Question 6

Create and manage user attributes

Accepted Answer

On Kreezalid, you can manage different groups of users. For each of these groups, you can define specific options called user attributes.

To create or modify user attributes, go to your admin dashboard on:

Settings * Users * User Attributes

For example, for a user group that you will call "Company," you could set the following attributes:

Company name
Address of headquarter
VAT number
etc.

In concrete terms, a user attribute corresponds to a mandatory or non-mandatory field that the user belonging to the group will have to fill in via a form.

This form may be:

The registration form
The form of the user's private profile

This information can then be visible on:

the private profile of the user
the public profile of the user (also called his Shop)
only by you on your admin dashboard

A user attribute can be completed in the form of:

Text field
List of choices (with options that you set in advance and from which the seller will have to choose))
Yes / No type question
Date
Checkboxes (with options that you set in advance and from which the seller will have to choose)
Number
Link
Price

||| To appear on the site, the attribute must be linked to at least one user group:

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