Tutorials

Learn ShelfSpace, one video at a time

Short, focused walkthroughs of the platform — recorded in a live sandbox, narrated start to finish, each with a full transcript. Everything you need to run ShelfSpace without picking up the phone.

ShelfSpace for Vendors

7 videos — getting paid, collecting overdue invoices, and running your accounts as a brand.

Get Paid on Overdue Invoices — video thumbnail Episode 1 3:49

Get Paid on Overdue Invoices

Bill a dispensary, let ShelfSpace chase the payment for you, and get paid online by e-check — with you approving any payment plan.

Watch + transcript
One Store, Several Reps — video thumbnail Episode 2 1:50

One Store, Several Reps

When several of your reps sell to the same store, give each invoice its own rep so every rep follows up on their own sales.

Watch + transcript
ShelfSpace AI Phone Calls: Get Paid Faster — video thumbnail Episode 3 2:19

ShelfSpace AI Phone Calls: Get Paid Faster

Tick one box and an automated assistant calls the store about its overdue invoices, then brings back a promise to pay with a date and how they'll pay.

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ShelfSpace Final Notice Letters: One Page, Your Letterhead — video thumbnail Episode 4 3:36

ShelfSpace Final Notice Letters: One Page, Your Letterhead

When an invoice is badly late, send a one-page letter on your own letterhead: your words, a pay-by date, a scan-to-pay code, and only the consequences you choose.

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ShelfSpace Payment Plans: 0% Plans on Wholesale Invoices — video thumbnail Episode 5 2:26

ShelfSpace Payment Plans: 0% Plans on Wholesale Invoices

Offer a store a 0% payment plan on any open invoice. They set it up from their payment link, you approve it, and every payment runs on schedule.

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One Buyer, Many Stores: Give Each Store Its Own Account — video thumbnail Episode 6 2:47

One Buyer, Many Stores: Give Each Store Its Own Account

When a customer orders for other stores and puts that store's name on the Bill To, give each store its own account so its invoices and reminders go to the store that pays.

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Connect Your Own AI to ShelfSpace — video thumbnail Episode 7 1:34

Connect Your Own AI to ShelfSpace

Plug ChatGPT, Claude, Meta Muse or any MCP assistant into ShelfSpace and chase your unpaid invoices just by asking.

Watch + transcript

More tutorials

4 videos — short walkthroughs of one ShelfSpace feature each.