Before You Start

  • If this is your first time using Mini Apps, read What is a Mini App? first. It explains what a Mini App does and what your customer sees inside WhatsApp.
  • To publish, your WhatsApp Business account must be connected to EasyBiz. See Connect and Configure WhatsApp.
  • You need access to WhatsApp settings. Publishing on a WhatsApp number that is not on your subscription yet also needs someone with billing access.

Where to Find It

  1. Click the ⚙️ Settings icon in the top-right corner.
  2. Under the Sales Channels section, click WhatsApp Mini Apps.
  3. Click the Mini App you want to edit.

When you point at a Mini App in the list, the phone on the right shows its first screen, so you can find the right one before you open it. Each Mini App shows how many screens it has and a status.

Status What it means
Draft It has never been published, so customers cannot get it yet
Published Customers get exactly what you see in the editor
Unpublished changes It is live, but you have edits customers will only get after you publish again

To start a new one, click Add mini app and pick a template. Each template has its own setup guide, starting with Setting Up a Customer Sign Up Mini App.

The WhatsApp Mini Apps list in Settings, with the Add mini app button outlined in red and the phone preview showing the first screen of the Mini App being pointed at

The Two Sides of the Editor

When you open a Mini App, the editor has two sides.

  • The left side holds your settings. The path at the top, for example WhatsApp Mini Apps › Laundry Pickup & Delivery › Pickup Date & Time, shows where you are. Click any part of it to go back up a level.
  • The right side is a phone preview. It shows the screen your customer sees, and it changes as you edit. Above the phone is the toolbar with Publish, and once the Mini App is live, Send Test and the Draft and Live Preview switch.

To give the preview more room, click Hide settings in the toolbar. Click Show settings to bring them back.

There is no Save button. Every change saves to your draft as you make it. Customers keep getting the last published version until you click Publish.

The Laundry Pickup & Delivery Mini App editor: the Screens list and Mini App Settings on the left, the phone preview of the Contact screen on the right, and Publish in the toolbar

Screens

A screen is one page your customer fills in before tapping to continue. When you open a Mini App, the Screens list shows them from top to bottom in the order your customer goes through them. Under each screen's name you see which kind of screen it is, for example Contact Form or Pickup Options.

  • Reorder screens: grab a screen by its drag handle and move it up or down.
  • Preview a screen: point at it, and the phone shows that screen.
  • Edit a screen: click it. The screen opens on its own level, described in Inside a Screen.

The Screens list of the Laundry Pickup & Delivery Mini App with the drag handle on the Address row outlined in red and the phone showing the Address screen

Adding a Screen

  1. In the Screens list, click Add screen.
  2. The Add Screen panel opens with six kinds of screen. Click the one you need.
Choose this What it does The screen is named
Contact Form Collects the customer's name, phone number and email Contact
Address Form Collects the address, with postal code lookup Address
Service Options Lets the customer pick the services they want, priced from your catalog Service Options
Pickup Options Lets the customer pick a pickup date and time slot Pickup Date & Time
Delivery Options Lets the customer pick a delivery date and time slot Delivery Date & Time
Blank An empty screen you build yourself Whatever you type
  1. The Screen Title box shows a suggested name. Change it if you like, then click Add. A Blank screen has no suggested name, so type one first.
  2. The new screen is added at the end of the list and opens straight away. Drag it to the right place in the list when you are back at the Mini App's level.

The Add Screen panel listing the six kinds of screen, with the Pickup Options card outlined in red

Inside a Screen

Click a screen in the list to open it. Its settings show in four parts, from top to bottom:

  • Screen: the screen's Name. Change it and click outside the box or press Enter to keep it. The name shows at the top of the screen on your customer's phone.
  • Content: everything the screen shows and asks.
  • Footer Action: the button at the bottom of the screen.
  • Remove screen: takes the whole screen out of the Mini App.

Content

Each item in the Content list is one thing on the screen: a heading, a line of text, a picture or a question, for example the customer's name or phone number. If you used Mini Apps before, these are what the editor used to call blocks.

  1. Click an item to open its settings right there in the list. The phone preview updates as you type.
  2. Click the item again to close it.
  3. To move an item, drag it up or down by its handle.
  4. To take an item off the screen, open it and click Remove, then Remove again to confirm. Customers stop seeing it once you publish.

The Contact screen with the Customer name item opened in place, showing Input Data Field, Label, Required and Visibility, outlined in red, and the phone preview on the right

Add content

Click Add content at the top of the Content list and pick what you want to add. The new item goes to the bottom of the list and opens so you can fill it in. Drag it up if it belongs higher.

To show information

Choose this What it adds
Heading / Subheading A large or smaller title
Body / Caption A paragraph of text, or small helper text
Rich Text Text with formatting such as bold words and lists
Image / Image Carousel One picture, or several the customer can swipe through
Embedded Link A line of text the customer can tap, for example "Read our terms"

To ask a question

Choose this What the customer does
Text Input / Text Area Types a short answer, or a longer note
Dropdown / Radio Buttons Picks one answer from a list
Checkbox Group / Chips Selector Picks one or more answers
Checkbox Ticks one box, for example to agree to your terms
Date Picker / Calendar Picker Picks a date
Navigation List Taps an option in a list to go to another screen

The menu also has Switch, which shows different content depending on an answer. Most shops never need it.

The Add content menu open on a Blank screen named Special Instructions, listing Heading, Subheading, Body, Caption, Rich Text, Text Input and the other content types, with Add content outlined in red

A Question's Settings

Most questions have the same four settings when you open them.

Input Data Field links the question to a field in EasyBiz, so the system knows where to save the answer. For example, the Customer name question saves to the Name field on the customer profile. You create your own fields under ⚙️ Settings, in the Library section, under Custom Fields.

Label is the text the customer reads on their phone. You can change it freely without changing where the answer is saved.

Required

Pick this What happens
Not Required The customer can skip it
Always Required The customer cannot continue until they answer
Conditional It is only required when a condition you set is true

Visibility

Pick this What happens
Always Visible Every customer sees this question
Conditional The question only appears when a condition you set is true, for example a unit number only for HDB or Condo homes

How Conditional Works

Use this only if a question should appear, or be required, for some customers only. When you choose Conditional, set these three parts:

  • When: the question or field EasyBiz should check.
  • Operator: how EasyBiz should check the answer.
  • Value: the answer that makes the condition true.
Operator Simple meaning
Is The answer must be exactly this value
Is Not The answer must not be this value
Is Any of The answer can match any one of the values you choose
Has Any of For a question that allows several answers, at least one chosen answer must match
Has Value The customer has entered or chosen an answer
Is Empty The customer has not entered or chosen an answer

EasyBiz only shows the operators that work with the field you chose, so you may not see every option in this table.

At the bottom of every screen's settings is the Footer Action. This is the button your customer taps to move forward, and it decides what EasyBiz does at that moment.

It has two settings:

  • Action type decides what EasyBiz does when the customer taps the button.
  • Action Label is the wording on the button, such as Continue, Book Pickup or Confirm Reschedule. If you leave it empty, the button reads Continue, or Complete on the last screen. Changing the label only changes the words, not what the button does.

The Pickup Date & Time screen with the Footer Action section outlined in red: Action type Schedule Job and Action Label Book Pickup, and the Book Pickup button in the phone preview

The Action Types

EasyBiz only offers the action types that make sense for the screen you are on, so you will not see every option on every screen.

Action type What happens when the customer taps it When to use it
Next Moves to the next screen without saving anything A middle screen that only needs to move the customer along
Save Customer Creates or updates the customer profile, then moves on A Contact screen
Save Address Saves the address to that customer, then moves on An Address screen, after the customer details are saved
Schedule Job Books the pickup or delivery on an order that already exists, then closes the form The last screen of a Schedule Delivery or Reschedule Mini App
Create Order Creates a new order in EasyBiz and closes the form The last screen of a New Order Mini App
Fetch Booking Options Reloads the available dates and time slots without leaving the screen Rarely needed, because the date screens already have a Refresh link
Complete Flow Closes the form without saving anything A thank you or information screen at the very end
Go Back Sends the customer back to an earlier screen A Blank screen where you want to offer an extra way back

What Each Screen Offers

Screen Action types you can choose
Contact Next, Complete Flow, Save Customer
Address Next, Complete Flow, Save Address
Service Options Next, Complete Flow, Create Order
Pickup Date & Time Next, Complete Flow, Fetch Booking Options, Schedule Job, Create Order
Delivery Date & Time Next, Complete Flow, Fetch Booking Options, Schedule Job, Create Order
Blank Every action type, including some advanced ones most shops never need

Removing a Screen

  1. Open the screen you want to remove.
  2. Scroll to the bottom of its settings and click Remove screen.
  3. Click Delete to confirm.

You go back to the Mini App's Screens list. Customers keep getting the screen until you publish again. After you remove a screen, check the Footer Action of the screen that is now last.

Mini App Settings

At the Mini App's own level, under the Screens list, Mini App Settings holds the settings for the whole Mini App.

Button text is the wording on the button your customer taps in the WhatsApp chat to open the Mini App, for example Book Now or Open Form. Keep it short and clear.

Use the next two settings only if one of your screens has the Create Order Footer Action. They appear only then, and they decide where the new orders go.

Business Unit is the part of your business the orders belong to, for example Laundry or Bag Repair at CleanFast Laundry.

Sales channel is the app the new orders are recorded under. Online Stores are not offered here.

To delete the whole Mini App, click Delete mini app at the bottom, then Delete to confirm. This cannot be undone.

The Mini App Settings section outlined in red, with Business Unit, Sales channel and Button text Book Pickup

Publish and Test

The publishing tools sit in the toolbar above the phone preview.

  1. Click Publish at the top right of the preview. The button is filled in when you have changes customers do not have yet.
  2. The Publish Mini App window opens. Check that the correct WhatsApp Account is selected, then click Publish.
  3. You see "Mini app published successfully!", and the preview switches to Live Preview.

Once the Mini App is published, two more tools appear next to Publish.

Tool What it does
Draft Shows your current draft in the phone, including edits you have not published yet
Live Preview Shows WhatsApp's own preview of the version customers get now. Click Refresh under it to load it again
Send Test Sends the published Mini App to a phone number you choose, so you can fill it in like a real customer

To send yourself a test:

  1. Send any message from your own phone to your shop's WhatsApp number.
  2. Click Send Test, choose the WhatsApp account and enter your Phone Number.
  3. When the window says "Messaging window is open", click Send Test.
  4. Open WhatsApp on your phone and go through the form.

The toolbar of a published Mini App with the Draft and Live Preview switch, the Send Test button and the Publish button outlined in red

FAQs

Do I need to publish again every time I make a small change?

Yes. Your edits save to the draft straight away, but customers keep getting the last published version until you click Publish. The Mini Apps list shows Unpublished changes until you do.

If I switch the preview to Draft, do customers lose the Mini App?

No. Draft and Live Preview only change what the phone in the editor shows. Customers keep getting the last published version.

Why can I not move or remove the question on a Service Options screen?

That question lists your catalog's service options and is built into the screen. It opens by itself when you open the screen, and you can still choose and reorder the service options inside it.

I created a custom field but it does not appear in the Input Data Field list. Why?

Custom fields only appear on Blank screens. The five ready-made screens are limited to their own built-in fields.

What is the difference between Required and Visibility?

Visibility decides whether the customer sees the question at all. Required decides whether they can continue without answering it. A hidden question is never required.

Why can I not see Send Test or Live Preview?

They only appear after the Mini App has been published once. A draft cannot be sent through WhatsApp, so publish first, then send yourself a test.

Does the phone preview show real prices and time slots?

The Draft preview shows the layout, not your live dates and prices. Use Send Test after publishing to see real dates, time slots and prices on your phone.

Does publishing cost anything?

On current plans, WhatsApp Mini-App is SGD 99 a month for each WhatsApp number your Mini Apps are published on, with no limit on Mini Apps or bookings. You only confirm it once per number, the first time you publish on it.

What's Next

You now know your way around the editor: screens, content, Footer Actions, Mini App Settings, and how to publish and test. Next, put it to work with your first Mini App in Setting Up a Customer Sign Up Mini App.