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Creating a Ship to Location Send

Use this workflow when you need to ship a kit or individual items directly to a recipient's address, rather than sending them a self-service claim link.

Step 1: Start Your Send

  1. From your main dashboard, click Create Send.
  2. Select the Ship to location tile.

Step 2: Select Your Items

Choose one of two ways to build your send:

Option A: Choose a Kit

  1. Select Tab "Curated kits"
  2. Pick one or more kits to include.
  3. Click Continue to Link Settings.

Option B: Build a Kit

  1. Select Tab "Individual kits"
  2. Pick items from your inventory.
  3. Adjust quantities as needed.
  4. Click Continue to Link Settings.

On the Link Settings screen, check the summary panel on the right to confirm your item selections before moving on.

  1. Click Continue to shipment info.

Step 3: Enter Shipment Details

Contact:

Enter the recipient's first name, last name, email, and phone number.

Destination:

Either manually enter the shipping address (country, address, city, state/region, ZIP), or click Choose a saved address to pull one in from your Address Book.

Step 4: Configure Settings and Records

Send settings:

Toggle any preferences you need:

  • Put on hold – delays the shipment until you release it.
  • Send notifications to me – alerts you on shipment status.
  • Send tracking emails to the contact – keeps the recipient updated.

For your records:

Select a business reason from the dropdown and add any internal notes.

Click Continue to review. If you entered the address manually, a prompt asks whether to save it to your Address Book — select Save or No thanks.

Step 5: Review and Submit

  1. On the Review & send screen, verify the selected items, destination address, and settings.
  2. Click Confirm and send to finalize the order and initiate the shipment.