Longboard Handbook

The Longboard Platform

Longboard Handbook

How-to guides for everyone who uses Longboard — ambassadors in the field, the brand team running the program, and the store & distributor partners who work with them.

4 roles18 guidesNo jargon

Start here

Who are you?

Pick your role to jump to the guides written for you.

Brand Ambassador

In the field, on your phone

Everything you need to find shifts, run tastings, file reports, and get paid — from your phone.

7 guidesOpen →

Brand Team

Owners, admins & managers

Run your program from the console. Managers and viewers see a focused, scoped version.

9 guidesOpen →

Approver

Store & agency approvers

Approve, decline, or re-time tasting requests — straight from an email, no account needed.

1 guideOpen →

Distributor & Store Contact

Partners who stay in the loop

See what's coming up at your stores, tune your summary email, leave notes, or request a sampling.

1 guideOpen →

Brand Ambassador

Everything you need to find shifts, run tastings, file reports, and get paid — from your phone.

1Signing in & setting upGet into the app and finish your account so your brand can approve you.Read →2Finding & claiming tastingsSearch open shifts near you and claim the ones you want.Read →3Where you work & notificationsSet your areas, travel distance, and the emails you get.Read →4Before & on event dayDirections, checking in and out, materials, and messaging your team.Read →5Filling out your reportWrite up the tasting, add photos, and submit — step by step.Read →6Getting paidHow pay works and where to see what you've earned.Read →7Your account & helpThe five tabs, your agreement, support, your data, and signing out.Read →

Brand Team

Run your program from the console. Managers and viewers see a focused, scoped version.

1Getting started & finding your way aroundSign in, read the sidebar, and how your role changes what you see.Read →2Set up your Program (products)Build your product catalog — SKUs, samples, and report questions.Read →3Locations, Chains & GeographyAdd stores, set approvers and booking windows, manage chains.Read →4Scheduling tastingsCreate and staff tastings, and the approval→completion lifecycle.Read →5Managing your ambassadorsInvite, onboard, approve, and cover your ambassador roster.Read →6Reviewing reports & analyticsReview and approve reports, and read your analytics.Read →7Your team & distributorsInvite teammates with roles, and manage distributor contacts.Read →8Brand settings & billingBranding, notifications, the ambassador agreement, and your plan.Read →9Integrations: Ecommerce & AccountingConnect Shopify (Ecommerce) and Acumatica (Accounting).Read →

Approver

Approve, decline, or re-time tasting requests — straight from an email, no account needed.

1Approving tasting requestsApprove / Decline / Propose a different time, from the emailed review page.Read →

Distributor & Store Contact

See what's coming up at your stores, tune your summary email, leave notes, or request a sampling.

1Distributor & store-contact portalsUpcoming tastings, summary-email settings, notes, and requesting a sampling.Read →