Another piece of the broader Customization body of work, now with a targeted focus on content customization as a complement to visual customizations. We aimed to help Sellers appear more professional through more granular control of the content being provided to Buyers.

Context

While many of these upmarket Sellers we were targeting placed a heavy emphasis on what they looked like to their clients, an overlooked aspect was the actual content that was describing their specific business. Nothing about a therapist billing a 'Customer' 'Quantities' of hours of feels bespoke, and that feeling is what matters to HVI's.

Approach

The first steps in this project were first to identify the most important verticals we wanted to target with this content customization. Those would inform us on how to approach and bucket these different types of invoice content, and what the variations should be.

Once we knew what options we wanted to provide, the design process itself was relatively straightforward. We simply amended the recently built Customization page to also include a content customization section. The difficult part was the process of auditing the entire product and identifying the areas where these content changes would reflect. Looking to minimize possible confusion, we wanted to ensure the same verbage was being seen by both the Seller on their dashboard, as well as the Buyer through the invoicing process.