Setting Up a Customer Sign Up Mini App

Before You Start

Your WhatsApp Business account must be connected to EasyBiz. This Mini App has no booking date screen, so you do not need to set up pickup or delivery time slots before using it. To create and edit Mini Apps, your login needs access to the Sales Channels settings.

• Set up WhatsApp Integration
• How the Mini App Builder Works

If you set this up before: Mini Apps have moved from the Mini Apps tab under Settings, CRM, WhatsApp to their own page, Settings, Sales channels, WhatsApp Mini Apps. Your existing Mini Apps are already there, and the old New Mini App and Add Block buttons are now Add mini app and Add content.

Choose your setup

With the Easy setup, customers can register in under a minute and you get a complete profile with an address. You can add the extra questions later at any time.

Who Is This For

This Mini App is for any business that wants to let a new customer create an account quickly and easily.

Create Your Mini App

1. Click the ⚙️ Settings icon in the top-right corner.

2. Under the Sales channels section, click WhatsApp Mini Apps.

3. The Mini Apps list opens. Each Mini App shows how many screens it has and a status: Draft (never published), Published, or Unpublished changes (live, with edits you have not published yet). Click Add mini app.

4. A menu of Mini App kinds opens, grouped under New Order, Schedule, Customer and Other. Under Customer, click Customer Sign Up.

5. The New Mini App window opens. The Name is filled in as Customer Sign Up. Change it to a name your staff will recognise, for example New Customer Sign Up. Customers do not see this name.

6. Click Create.

Your new Mini App opens straight away as a Draft. Every change you make is saved to the draft as you go. Customers only see it after you publish.

What Is Already Set Up

The template arrives with two screens, Contact and Address. It is ready to publish as it is.

Before changing the screens, read How the Mini App Builder Works. It explains what screens and content are, how to move them, and what the button at the bottom of each screen does.

Under Mini App Settings, the Button text is Sign Up. This is the button customers tap in the WhatsApp chat to open the form. You can change it, for example to Register Now.

Click a screen to open it. Each screen shows its Name, its Content (the questions customers answer) and its Footer Action (what happens when the customer taps the button at the bottom).

Contact

Asks for customer name, phone number and email. Name and phone number are compulsory, and email is optional. The Action type is Save Customer and the button reads Continue, so the customer's profile is created when they tap it. If that phone number already exists in your system, their existing profile is updated instead, so you will not get a duplicate.

Address

Asks for the postal code, then shows a Find address by postal code link. After the customer finds their address, Address line 1 and Address line 2 appear. Postal code and Address line 1 are compulsory. Address line 2 is optional, for unit and floor numbers. The Action type is Save Address and the button reads Complete. This is the last screen, so tapping it saves the address and finishes the form.

Add Only the Extra Details Your Shop Needs

The two default screens are enough to register a customer. You can add one or two extra questions if the answers will help your staff serve the customer later. Keep the form short so a new customer can finish it quickly.

The next two sections explain how to add these questions.

Asking One Extra Question

Use this only if you want to ask how customers found your shop. Because this form has no booking screens, it is a good place to ask one simple question.

Do not add too many questions. The main purpose of this form is to save the customer's contact details and address quickly. An optional question is less likely to stop someone from finishing the form.

Step 1. Create the field

1. Click the ⚙️ Settings icon in the top-right corner.

2. Under the Library & templates section, click Custom Fields.

3. Click Add Data Field.

4. In the New Data Field window, enter How You Heard About Us as the Field name and choose Options as the Data type.

5. Click Add Option for each choice and type it in, for example Walked past the shop, Friend or family, Facebook or Instagram, Flyer, Google. Click Save.

Step 2. Add the question to the Contact screen

1. Go back to WhatsApp Mini Apps and open your New Customer Sign Up Mini App.

2. Click the Contact screen.

3. Next to Content, click Add content and choose Dropdown.

4. The new Dropdown opens its settings in place. Set Input Data Field to How You Heard About Us.

5. Set the Label to How did you hear about us? This is the question the customer reads.

6. Leave Default Value empty, so no answer is picked for the customer.

7. Leave Required as Not Required, so the customer can continue even if they do not want to answer.

Ask for the Property Type

Use this only if you visit customers and need their unit or floor number. By default, Address line 2 is optional, because landed houses have no unit number. Here is how to make it compulsory for HDB, Condo and Office only.

This saves your staff from calling or messaging again for missing address details. Customers who choose Landed will not be asked for a unit number they do not have.

Step 1. Create the field

1. Open Custom Fields the same way as in Asking One Extra Question, and click Add Data Field.

2. Enter Address Type as the Field name and choose Options as the Data type.

3. Add the choices HDB, Condo, Office and Landed. Click Save.

Step 2. Add the question to the Address screen

1. In your Mini App, click the Address screen.

2. Next to Content, click Add content and choose Dropdown.

3. Set Input Data Field to Address Type.

4. Set the Label to Property Type.

5. Set Visibility to Conditional. In the Add Condition window, set When to Address geo location and Operator to Has Value, then click OK. The question then appears only after the customer finds their address, together with the address lines.

6. Drag the Property Type question by its handle so it sits above Address line 1.

Step 3. Make Address line 2 conditional

1. Click Address line 2 to open its settings.

2. Change Required to Conditional.

3. In the Add Condition window, set When to Address Type, Operator to Is Any of, and Value to HDB, Condo and Office. Click OK.

Address line 2 is now compulsory for apartments and offices, and optional for landed homes.

What to Do After the Customer Signs Up

This Mini App saves the customer's profile, but it does not create an order or booking. What you send next depends on what the customer needs.

Publish

1. Click the black Publish button at the top right of the editor.

2. In the Publish Mini App window, choose your WhatsApp Account and click Publish.

3. After publishing, use Send Test to fill the form in yourself. Full steps, including what publishing costs, are in How the Mini App Builder Works.

FAQs

Does this create an order?

No. It only creates or updates a customer. Send a New Order Mini App when they are ready to book.

What if the customer already exists in my system?

EasyBiz matches the phone number and updates that profile. You will not get two records for the same person.

Why does this form not ask for a Business Unit or Sales Channel?

Because a customer profile is not an order. Only the Mini App kinds that create orders ask for them when you create the Mini App.

Where did the Mini Apps tab go?

Mini Apps now have their own page under Settings, Sales channels, WhatsApp Mini Apps. Your existing Mini Apps moved with it, and nothing changes for customers who already have them.

Where do I see the customers who signed up?

In your customer list, together with customers created by your staff at the counter.

Can a customer save more than one address?

This form saves one address. Additional addresses can be added later by your team or through another form.

I edited the Mini App. Why do customers still see the old version?

Edits are saved to the draft, and customers keep seeing the last published version. The list shows Unpublished changes until you click Publish again.

What happens if they complete the first screen and stop?

Their contact details are saved when they continue from the Contact screen, because its footer action is Save Customer. Their address will be missing until they complete the Address screen.

What's Next

Your sign-up form is ready to welcome new customers. Next, set up the Mini App that turns a chat into a booking with fixed collection and return dates: Setting Up a New Order: Pickup & Delivery Mini App.