How Do I Complete a Friendly Order?

Completing a friendly order is the final step to completing onboarding. This is an actual order to help you understand how the apps and the system work before you start accepting client orders. This will help you ensure a smooth experience for both you and your clients!

Make sure your Aisle8 Card is ready to go!

It's important to make sure your Aisle8 Card has been added to your virtual wallet. You can view your Aisle8 Card by tapping "Account," then "Aisle8 Card." Follow the instructions below your Aisle8 Card to add it to your wallet.

Important! Verify the store you're going to accepts virtual cards. If you need a physical card, you can order one in the Aisle8 Card menu.

Create a new client in the Owner App

For a friendly order, ideally, you'll be your first client. If you prefer to have a friend or family member help with this part, you can follow the same instructions, just with their information instead!

Navigate to the Clients tab of the Owner App. Tap the "Add Client" button, then enter the client's name and phone number. Once you tap "Add Client," the client will receive a text invite to connect with you and finish creating their account.

Create the order

On the client's information page, tap "Create Order." Select the store, delivery date, time, edit the service fee if applicable, and tap "Create Order."

When viewing the order, you can also add items to the list for your client. Tap on "Browse Catalog" to add items from within the store's catalog, or tap on the cart to quickly type in items or use Ai8 to create a list.

Once you've added items, tap on the cart, then "I'm done" in the top right corner.

Important Note: Your Boss Card will be funded for $10 regardless of what is on the list. For your friendly order, we recommend one or two small items so that you do not go over this amount.

Add a payment method

Use the invitation link to finish setting up your client account.

Shop the order

When you arrive at the store, be sure to enter shopping mode by tapping "Start Shopping" and moving the slider to the right. This ensures your Boss card is turned on.

Complete the order

Once you've paid for your item(s) with the Aisle8 Card, navigate to the invoice and upload a photo of the receipt to attach the transaction. You can also edit the fees and discounts. Once you're done, tap "Charge" to charge the client and complete the order.

Note: Worried about getting declined at the register? See this article regarding card declines.

Updated on: 04/09/2026