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How to Request a New Store or Event Instance

If you're onboarding a new location to Treez or need a separate environment to manage your inventory and sales during special events, Treez can make that happen!

Written by Luke
Updated today

For Customers already on Catalog and Automated Discounts:

  • Navigate to Organization Settings > Organization Management > Request New Store Button in the top-right corner.

  • Upon submitting the details in the pop-up, the Treez team will get to work spinning up your new environment. You will receive an email confirmation when the instance is available.

  • If you do not see the button available, follow the flow below.

For Customers not yet on Catalog and Automated Discounts:

  • Please submit a request to Treez Support at [email protected] and include your CSM or Treez point of contact for visibility.

  • Support will confirm that a new instance can be created and then will follow up with the relevant Engineering teams to action the request.


Considerations to keep in mind:

  • If you're following the manual flow from above, a new environment will take some time to create and properly configure, so if possible, please request at least a week in advance.

  • Additional instances may incur additional cost, please speak to your Customer Success Manager concerning the costs and options.

  • Event Instances are time-limited based on customer choice, so be aware you'll need to export data if you'd like to keep it after the contract's end.

  • You'll need to set up your POS system with the new environment during the event, so consider that time during preparation.

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