Creating a Ship to Location Send

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

1. Browse the catalog using the tabs provided to find the kits or items you want to send.

   1. Option A: Choose a Kit

      1. Select Tab "Curated kits"
      2. Pick one or more kits to include.
      3. Click Continue to Link Settings.
   2. Option B: Pick individual items
   1. 1. Select Tab "Individual items"
      2. Pick items from your inventory.
      3. Adjust quantities as needed.
      4. Click Continue to Link Settings.

Confirm your item selections before moving on. When it's ready, 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 — lets you place an order now and schedule it to go out on a future date — handy for planning sends ahead of time.
• Send notifications to me – When ON, you'll get email updates on every send, and can check status anytime in the Delivery Report.
• Send tracking emails to the contact – When ON, recipients receive email updates on their order status.

For your records:

Select a business reason (e.g., "Onboarding a new employee") and add any internal notes — visible only to your team.

• Business reason
• 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.