One Japanese maple, from the register to a warranty review
This is the whole post-sale sequence with one example plant. Seven steps, the same order every time: sell, send, care, connect, support, understand, review. Each step below covers what your staff do and what the customer sees.
- 1
Sell: the care template is already set
Before the maple is ever sold, a staff member creates a care template for Japanese maple once: common name, scientific name, watering interval in days, light level, placement guidance, and free-text notes such as protecting it from harsh afternoon sun in its first summer.
That template is reused on every maple you sell. If your guidance changes, you edit the template, and future sales carry the new version. Editing a template does not rewrite guidance that customers have already claimed.
- 2
Send: record the sale, one email goes out
At checkout, a staff member records the sale in Plantorbia against the customer email, adding a line item for the maple by template and quantity. There is nothing for the customer to install at the counter and no store account for them to create.
Plantorbia emails the customer one claim link for that sale. The sale shows in your dashboard as sent. If it is still unclaimed after seven days, Plantorbia sends one reminder email, then leaves it alone.
- 3
Care: the customer claims the plant and your schedule comes with it
The customer opens the link and signs in to Plantorbia, or creates a free account first. They see the maple with your care details attached and confirm it into their collection. If the sale had several plants, they can keep some and skip others.
From that point the customer gets watering reminders on your schedule, adjusted for their season and hemisphere. They can run a photo health check when a leaf looks wrong, and ask an AI care assistant that is built to say when it is not sure rather than guess. All of this is included on both plans and is not capped.
- 4
Connect: a customer record starts building on your side
Claiming the maple links it to your nursery and creates a customer record if this is their first plant from you. The record holds their email and name, the date they first connected, and every plant they have claimed from you.
From here it keeps filling in: the care actions the customer logs against the maple, any support threads, and any warranty claims. It is one view per customer, searchable by name, email, or the species of a plant they own.
- 5
Support: a question lands on the plant, not in a general inbox
Six weeks in, the customer notices browning leaf edges and opens a support thread on the maple itself. It arrives in one staff inbox with the plant already identified and its history attached, so staff are not starting from "which plant, bought when".
A staff member can generate an AI-drafted reply to use as a starting point. They edit it and send it themselves. Plantorbia never sends a message to a customer on its own.
- 6
Understand: the dashboard shows whether any of this is working
Your analytics show how many handoffs you have recorded, how many became claimed plants (the activation rate), how many customers are connected, and how many plants are active. On Growth it adds support and warranty volume over time and a breakdown of claim outcomes.
Every number is counted from your own account. There are no benchmarks, no modelled projections, and no industry averages presented as your results.
- 7
Review: a warranty claim arrives as evidence, not a verdict
If the maple dies and the customer files a warranty claim, it reaches your staff with the problem category, the customer note and photos, and the plant's Care Trail: system-observed events, the care the customer logged, past health checks, and support activity, with the source of each entry visible.
Plantorbia evaluates what is there and shows one of four review states, supportive, concerning, insufficient evidence, or policy excluded, with the reasoning spelled out. A staff member reads it and decides: approve, reject, or request more information, then records replace, credit, refund, or decline. Plantorbia stores the decision and who made it. It does not make the decision and it does not move money.
Where the boundaries are
- Plantorbia does not process payments. Replacements, credits, and refunds are handled by your nursery.
- Plantorbia does not approve or reject a warranty claim. It assembles the evidence and a review state; a person decides.
- Plantorbia does not send messages to customers on its own. Support replies are drafted for a staff member to edit and send.
- Plantorbia is not a POS or inventory system. It starts at checkout and runs after it. See the comparison.
More detail on any single step: the feature pages cover templates, handoff, customer care, customer records, the Care Trail, warranty management, the support inbox, and analytics one at a time.
Run the sequence with your own nursery
Set up your nursery, define a care template, and record a test sale to yourself to see the customer side. The free plan has no time limit.