Before You Start
Your WhatsApp Business account must be connected to EasyBiz, and your booking time slots must already be configured, otherwise the date screens will have nothing to offer the customer.
Who Is This For
This Mini App is built for any service business that picks up and delivers items on scheduled dates. Laundry, dry cleaning, bag repair, shoe repair, alteration services — if your workflow involves collecting an item and returning it later, this template fits. Because the form includes both a pickup date and a delivery date, your customers can lock in both appointments in one sitting. This makes the entire process seamless for both them and your team.
Create Your Mini App
Click Settings in the top navigation bar.
Under the CRM settings section, click WhatsApp.
- Click the Mini Apps tab.
- Click + New Mini App.
- Under the New Order group, select New Order: Pickup & Delivery.
Enter a name, for example Laundry Pickup and Delivery Booking.
Choose the Business Unit and Sales Channel this Mini App belongs to. A business unit is a line of service in your shop, for example Laundry & Dry Cleaning. A sales channel is where the order is counted as coming from.
Click Create.
What Is Already Set Up
The template arrives with four screens in this order. You can publish it as it is and start taking bookings today.
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. The footer action is Save Customer, so the profile is created or updated when they continue.
Address
Asks for postal code, then 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.
Pickup Date & Time
A pickup date dropdown, pickup time options and a Refresh link for the latest slots. The footer action is Next.
Delivery Date & Time
The same fields for the return delivery. The footer action is Create Order, so tapping it creates the booking in EasyBiz.
Add Only the Extra Details Your Shop Needs
The four screens above are enough to take a basic pickup and delivery booking. You can add extra steps when your staff need more information before collecting the items. Keep the form simple and only ask for information that will help your team prepare the order, quote correctly or complete the pickup without calling the customer again.
| Extra detail | Add this when | How it helps your shop |
|---|---|---|
| Service Options | Customers can tell you the type of work they need before pickup. | Your team can prepare for the job, and the customer can see any applicable minimum charge before creating the order. |
| Property Type | Your drivers need a unit or floor number for HDBs, condos and offices. | Customers in multi-unit buildings must enter the missing details, while landed-home customers can continue without them. |
The next two sections explain how to add these extra details.
Let Customers Choose Their Services
Add one if you want the customer to tell you what work they need, and see a price, before you send the driver.
This is useful when your shop provides several types of work, such as laundry, dry cleaning, ironing or curtain cleaning. The customer can choose the correct service while making the booking, so your staff know what may be collected and can prepare the right team or equipment.
If you have set a minimum charge for a service option or for the whole business unit, the Mini App shows the relevant minimum based on the customer's choices. This lets the customer know the minimum spend before creating the order.
Your service options are set up in Settings, Catalog & Pricing section, Service Options. This screen reads from that list, so you do not create a custom field for it.
- In the editor, click + at the end of the screen row.
- Choose Service Options and click Add.
- Drag the new screen so it sits between Address and Pickup Date & Time.
- Open the screen settings and tick the service options you want to show. Leave the rest unticked.
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 your driver needs a unit number or floor number to complete the pickup. Without it, your staff may have to call or message the customer again, and the driver may be delayed at the building. Customers who choose Landed will not be forced to enter a unit number that 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 optional for landed homes.
Publish
Click Publish, confirm your WhatsApp Business Account, then use Send Test to fill the form in yourself before you send it to a customer. Full steps are in How the Mini App Builder Works.
FAQs
What if I cannot confirm the delivery date at booking time?
Use the New Order: Pickup Only Mini App instead, and arrange the delivery once the job is finished.
Does this create the order automatically?
Yes. When the customer taps the last button, EasyBiz creates the order with both the pickup job and the delivery job attached.
Can returning customers skip entering their details again?
Yes. EasyBiz recognises an existing customer and fills in their saved contact details and address.
Can a customer choose a delivery date earlier than the pickup date?
The delivery screen offers dates based on your configured booking options and lead time, so a delivery cannot be scheduled before the work can realistically be done.
Do the dates in the form respect my closed days and public holidays?
Yes. The date screens use the same booking options, lead times and blocking rules as your counter, so customers cannot book a day you are closed.
I added a Service Options screen but the customer sees no prices. Why?
Prices come from your price list for that business unit. Check that the service options you ticked are priced in Settings, Catalog & Pricing section, and that the Mini App is linked to the right business unit.
Why did my Send Test not go through?
Send Test only works on a published Mini App. Publish it first, then send the test.
Can I use the same Mini App for two shops?
Each Mini App is linked to one business unit and one sales channel. If your two shops are separate sales channels, create one Mini App for each so the orders land in the right place.
Do I need the Property Type field to go live?
No. It is optional. The template works without it, and you can add it later.
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 to see the four ways to get it into a customer's chat.