Before You Start
Your WhatsApp Business account must be connected to EasyBiz. This Mini App does not contain a booking date screen, so you do not need to set up pickup or delivery time slots before using it.
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
Click Settings in the top navigation bar.
Under the CRM section, click WhatsApp.
- Click the Mini Apps tab.
- Click New Mini App.
- Under the Customer group, select Customer Sign Up.
Enter a name, for example New Customer Sign Up.
Click Create.
What Is Already Set Up
The template arrives with two screens. It is ready to publish as it is.
Before changing the screens, read How the Mini App Builder Works. It explains what screens and blocks are, how to move them, and what the button at the bottom of each screen does.
Contact
Asks for customer name, phone number and email. Name and phone number are compulsory, and email is optional. The footer action is Save Customer, so their profile is created when they continue. If that phone number already exists in your system, their existing profile is updated instead — you will not get a duplicate.
Address
Asks for postal code, a Find address by postal code link, then address line 1 and address line 2. Address line 2 is optional, for unit and floor numbers. The footer action is Save Address, and this is the last screen, so tapping it 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.
| Extra detail | Add this when | How it helps your shop |
|---|---|---|
| How You Heard About Us | You want to know whether customers found you through a friend, flyer, social media or Google. | You can see which promotions are bringing people to your shop. |
| Property Type | You need unit or floor numbers for customers living in HDBs or condos, or working in offices. | These customers must enter the missing details, while landed-home customers can continue without them. |
The next two sections explain how to add these questions.
Asking One Extra Question
Because this form has no booking screens, it is a good place to ask one simple question about the customer, such as how they heard about your shop.
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
- Go to Settings, Library section, Custom Fields.
- Click Add Data Field. Name it How You Heard About Us and choose Options as the Data Type.
- Type your choices, for example Walked past the shop, Friend or family, Facebook or Instagram, Flyer, Google. Click Save.
Step 2. Add the block
In the editor, click your Contact screen.
Click Add Block and choose Dropdown.
Open the block settings and set Input Data Field to How You Heard About Us.
Set the Label to How did you hear about us?
Leave Required as Not Required, so the customer can continue even if they do not want to answer.
Ask for the Property Type
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.
Add this question when you need a unit or floor number before visiting the customer. It helps your staff avoid 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
- Go to Settings, Library section, Custom Fields.
- Click Add Data Field. Name it Address Type and choose Options as the Data Type.
- Type your choices: HDB, Condo, Office, Landed. Click Save.
Step 2. Add the block
In the editor, click your Address screen.
Click Add Block and choose Dropdown.
- Open the block settings and set Input Data Field to Address Type.
Set the Label to Property Type.
Set Visibility to Conditional, with When Address geo location and Operator Has Value. The question then appears only after the customer finds their postal code.
Drag the block above Address line 1.
Step 3. Make address line 2 conditional
Open the settings for the Address line 2 block.
Change Required to Conditional.
- Set When Address Type, Operator Is Any Of, Value HDB, Condo, Office.
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.
| The customer wants to… | What to send next |
|---|---|
| Book a collection and return delivery with fixed dates | New Order: Pickup & Delivery Mini App |
| Book a collection but decide the return date later | New Order: Pickup Only Mini App |
| Ask questions before booking | Continue the WhatsApp conversation. Their contact details are already saved. |
Publish
Click Publish, confirm your WhatsApp Business Account, then use Send Test to fill the form in yourself. Full steps 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. Those settings only apply to Mini Apps that create orders.
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.
Can I add my terms and conditions to this form?
Yes. Add a short text block explaining the terms and a question for the customer to confirm their agreement. Keep the wording short and easy to understand.
How many questions should I add?
As few as possible. The two default screens already collect the important details. Only add a question when your staff will use the answer.
Can I use this for a promotion sign-up?
Yes. Give the Mini App a clear campaign name and add the optional How You Heard About Us question if you want to record where the customer came from.
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 Mini App is live, but it will not reach anyone until you send it. Continue to Sending Your Mini Apps to Customers.