34 guides · 10 topics
Online Store & Bookings
Online store, mini apps, booking flows, and visual builder.
Topics in Online Store & Bookings
Recurring Scheduler
2 articlesRecurring Scheduler is for customers who come back on a fixed routine, like weekly laundry pickup, monthly dry cleaning, or regular repair collection. You choose the customer, address, repeat timing, and order defaults once. EasyBiz then creates each future order automatically on the date and time you choose. Your staff handle the created order from the normal Orders page, the same as any other order.
Introduction to Recurring Scheduler
See how Recurring Scheduler keeps your regular customers' orders coming in automatically, so your staff stop re-keying the same booking every week.
Read articleSetting Up a Recurring Schedule
Build one repeat rule once, and EasyBiz will create that customer's future orders for you on the dates you choose.
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Scheduling & Dispatch
1 articlesScheduling & Dispatch is the area where you tell EasyBiz how work flows from the moment a customer wants service to the moment a driver or team member gets it on their list. Every setting here decides what the customer sees on your online store, what your POS shows when staff pick a collection date, and which person ends up handling each booking. You set it up in one place, and the same rules apply across your online store, mini apps, POS, and staff app. Build it once, in the right order, and the rest of the system runs on the rules you wrote.
Booking Options
2 articlesBooking Options are the service choices customers and staff pick from when scheduling pickup, delivery, onsite service, or store drop-off. Set them up first because lead time, selectable days, surcharges, sales channel limits, business unit assignment, and rescheduling rules all start here before Time Slots, Custom Zones, or other scheduling controls can use them.
Introduction to Booking Options
A Booking Option is one row on the menu your customer picks from at checkout, the starting point for every pickup, delivery, or appointment in your shop.
Read articleSetting Up Booking Options
Create a Booking Option field by field, assign it to a business unit, and preview it before your customers see it.
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Custom Zones
2 articlesCustom Zones are reusable geographical areas you draw or define for pickup, delivery, and dispatch rules. Create zones when different neighborhoods need different service coverage, minimum order rules, time windows, booking options, or assignment rules.
Introduction to Custom Zones
Learn what a Custom Zone is, the three ways to define one, and which other settings rely on the zones you create.
Read articleSetting Up Custom Zones
Group your city into named zones so you can set delivery rules, fees, and driver assignments by area instead of one by one.
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Service Areas
2 articlesService Areas control where each of your business units is available. The list shows one row per business unit, and each row is a single permanent configuration. You do not add or remove service areas, you edit the one that already belongs to that business unit. Coverage is built from your Custom Zones, and the minimum order rules here run at checkout. This is for shops that need to limit pickup or delivery to specific neighborhoods, postal codes, or regions.
Introduction to Service Areas
Service Areas is how you tell each business unit where it works and how much a customer must order before you take the job.
Read articleSetting Up Service Areas
Open a business unit's service area form, choose the Custom Zones it covers, set the minimum order, and save.
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Time Slots
1 articlesBlocking Rules
2 articlesBlocking Rules let you stop new bookings on chosen dates or for chosen customers, without changing your Booking Options, Time Slots, or other scheduling settings. Use Block dates for closures like public holidays, and Block customers to pause an account. Existing orders are never affected.
Introduction to Blocking Rules
Blocking Rules close future booking days or pause specific customers, without changing your day-to-day schedule or any order already in the system.
Read articleSetting Up Blocking Rules
Open Blocking Rules, pick the tab you need, fill in the rule, and your booking flow respects it from that moment.
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Assignment Rules
2 articlesIntroduction to Assignment Rules
Stop handing every new pickup or delivery to a driver by hand, and let EasyBiz route it to the right team member the moment it comes in.
Read articleSetting Up Assignment Rules
Skip manual dispatch. Send each new booking to the right driver or team automatically based on area, day, time, or business unit.
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Mini Apps
9 articlesWhat Is a Mini App?
What Mini Apps are, how they help your business get more bookings, and what you need to set up before getting started.
Read articleSetting Up a New Order: Pickup & Delivery Mini App
Let customers book a home pickup and return delivery in one WhatsApp form — ideal for laundry and dry cleaning businesses.
Read articleSetting Up a New Order: Pickup Only Mini App
Let customers schedule a home pickup through WhatsApp — ideal for repair businesses where the return date isn't fixed at the time of pickup.
Read articleSetting Up a Schedule Delivery Mini App
Schedule the return delivery of a completed order by sending customers a booking form directly on WhatsApp.
Read articleSetting Up a Reschedule Pickup & Delivery Mini App
Let customers move an existing pickup and delivery booking to a new date and time — directly through WhatsApp.
Read articleSetting Up a Customer Sign Up Mini App
Let new customers register their contact details and address through a simple WhatsApp form — ideal for onboarding walk-ins or capturing leads.
Read articleBag Service Home Pickup Booking via WhatsApp
Set up a Home Pickup Booking Flow for your Bag Service business so your customers can book directly inside WhatsApp.
Read articleHome Delivery Booking via WhatsApp
Set up a Home Delivery Booking Flow so your customers can choose their preferred delivery date and time directly through WhatsApp.
Read articleSending Your Mini Apps to Customers
Once your Mini App is set up, the next step is getting it to your customers. Here are three simple ways to share your booking forms.
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Online Store
11 articlesWhat is the Online Store?
The Online Store is your digital storefront. It allows your customers to view your services and book appointments or place orders directly from their computer or phone.
Read articleCreate your Online Store
Create your digital storefront to automate customer interactions and connect your services to the web.
Read articleNavigating the Visual Builder
The Visual Builder is where you design your Online Store.
Read articleSite Tab
Your global command center for branding, theme settings, and automated loyalty rewards.
Read articlePage Tab
Everything you need to manage your pages. Learn how to switch between views, add new pages, and organize your content layout exactly the way you want it.
Read articleBlock Tab: Getting Started with the Visual Builder
The Block Tab is where you customize the specific elements of your website. Similar to how you would format a slide in PowerPoint, this tab allows you to adj...
Read articleBlock Tab: Site Banner
The Site Banner is a specialized block designed for important announcements.
Read articleBlock Tab: Chat Widget
The Chat Widget is a communication tool that allows you to converse directly with your customers.
Read articleSet up your Online Booking System
The booking system is the heart of your website. It allows visitors to browse your "menu" of services and officially book your time and expertise.
Read articleMy Customer Did Not Receive Their OTP
Check spam, check which email or number the code actually went to, request a fresh code — and know what to send support if it still fails.
Read articlePreview and Publish Your Online Store
Move your store from a draft to a live website.
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