Topics in Online Store & Bookings

  1. Introduction to Bookings

    Learn what the Bookings setup does, in what order to build it, and what each setting controls so your calendar never overbooks.

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  2. Setting Up Booking Options

    Build the service choices your customer sees at checkout, from a standard pickup to an express delivery.

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  3. Booking Options: Surcharge, Limits & Rescheduling

    Add a surcharge, limit which sales channels or services can use this option, and control whether customers can reschedule.

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  4. Saving, Previewing, and Managing Booking Options

    Once your booking option is configured, here is how to save it, check that the calendar looks right, and manage it after it goes live.

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  5. Setting 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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  6. Setting Up Service Areas

    Tell each business unit which zones it covers, what the minimum order is, and what customers outside your area see.

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  7. Setting Up Time Slots

    Set the exact time windows customers can pick at checkout, with optional daily caps and area limits.

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  8. Setting Up Blocking Rules

    Prevent unwanted bookings by blocking specific dates or customers based on your operational needs.

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  9. Setting 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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