01
Create
Create a memo in under a minute.
Enter your client and piece details, define your memo policies, and generate a secure link ready to share.
(i)Customer & Piece
Create Memo
Create Memo
Create a new memo and generate an authorization link to send to your customer.
Customer Information
First Name*
Jennifer
Last Name*
Moore
Email*
jennifer.moore@example.com
Phone
Items
+ Add Item
Designer Name
Signature
Product Title*
Signature Diamond Cluster Stud Earrings
SKU
SKU
Qty*
1
Price*
12800
Description*
Product Image
featuring brilliant-cut diamonds in a timeless, elegant setting.
Upload a file
Paste a URL
Choose file
PNG, JPEG, SVG or WebP · max 512 KB
(ii)Memo Policies
Create Memo
Policies
Use default policies
Override defaults
The default hold policy shows below. Choose Override defaults to change values for this memo only.
Hold Type
Percentage
Hold Value
25 %
Decision Window (days)
3
Default Outcome
Manual Review
Keep Instructions
Use default instructions
Override for this memo
Thank you. Your personal concierge will contact you to finalize your purchase.
Return Instructions
Use default instructions
Override for this memo
Thank you. Your personal concierge will contact you with instructions for your return.
Create Memo
Cancel
(iii)Ready to Share
Memo Created
Your Memo Is Ready.
Your memo has been created successfully. Share the customer link below to begin the memo experience.
Customer Link
Jewelry.co/memo/5426791
Copy Link to Send to Customer
This link will display retailer branding and product information when shared with customers.
Return to Dashboard
Create Another Memo
MEMO works alongside your existing workflow today, with deeper integrations available over time.
