Before You Start
Your WhatsApp Business account must be connected to EasyBiz. The business unit also needs online booking options with time windows in Settings › Bookings, and your Service Areas must be saved, otherwise the date screens will have nothing to offer the customer. To create and publish Mini Apps, your login needs access to Sales Channels settings.
If you set this up before: Mini Apps have moved from the WhatsApp page under the CRM section to their own WhatsApp Mini Apps page under the Sales Channels section. Your existing Mini Apps are all there.
- Set up WhatsApp Integration
- How the Mini App Builder Works
- Setting Up Online Booking Options
- Setting Up Service Areas
Choose Your Setup
| Level | Fits shops like | What you set up | Read these sections |
|---|---|---|---|
| Easy | A shop that collects every bag the same way and prices it after pickup | The four ready-made screens, published as they are | Create Your Mini App, What Is Already Set Up, Publish |
| Intermediate | A shop offering several kinds of work, such as laundry, dry cleaning and curtain cleaning, that wants to know the work before the driver goes | Everything in Easy, plus a Service Options screen | Everything in Easy, plus Let Customers Choose Their Services |
| Advanced | A shop whose drivers collect from HDB flats, condos and offices and need a unit number every time | Everything in Intermediate, plus a Property Type question | Everything in Intermediate, plus Ask for the Property Type |
With the Easy setup, customers can already book a pickup and a delivery, and the order arrives in EasyBiz with both jobs. You can add the extra screens later at any time.
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 and alteration services all fit: if you collect an item and return it later, this template is for you. Because the form asks for both a pickup date and a delivery date, your customers lock in both appointments in one sitting. Your team gets the whole booking at once, with nothing to chase.
Create Your Mini App
Click Settings in the top navigation bar.
Under the Sales Channels section, click WhatsApp Mini Apps.
Next to the Mini Apps heading, click Add mini app.
Under the New Order group in the menu, click New Order: Pickup & Delivery.
In the New Mini App window, the Name is filled in with the template name. Change it to a name your staff will recognise, for example CleanFast Laundry Pickup and Delivery. Customers do not see this name.
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. A sales channel is where the order is counted as coming from, for example your Tampines shop. Both are required, because every booking from this form becomes an order there.
Click Create.
The new Mini App opens straight away, showing its screens and its settings.
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 content are, how to move them, and what the button at the bottom of each screen does.
Click any screen in the list to open it. Each screen shows its Name, its Content (the questions and text on it), and its Footer Action, which is what happens when the customer taps the button at the bottom. To go back to the list of screens, click the Mini App's name at the top of the page.
Under Mini App Settings you can change the business unit, the sales channel and the Button text. The button text is the label on the button customers tap in the chat to open the form, for example Book Now.
Contact
Asks for the customer's name, phone number and email. The footer action is Save Customer, so the customer's profile is created or updated when they continue.
Address
Asks for the postal code, then shows 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 that loads the latest slots. The footer action takes the customer to the next screen.
Delivery Date & Time
The same questions for the return delivery. The footer action is Create Order, so when the customer taps the button at the bottom, the booking is created in EasyBiz.
Let Customers Choose Their Services
Use this only if you want the customer to tell you what work they need before you send the driver.
This is useful when your shop offers several kinds of work, such as laundry, dry cleaning, ironing or curtain cleaning. The customer picks the right service while booking, so your staff know what will 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 minimum that applies to the customer's choices. The customer knows the minimum spend before the order is created.
The options come from the published price list of the Mini App's sales channel, set up in Settings, Catalog & Pricing section, Service Options. You do not create a custom field for them.
- Open your Mini App. Next to the Screens heading, click Add screen.
In the Add Screen panel, click Service Options.
The Screen Title is filled in as Service Options. Keep it or change it, for example What do you need cleaned?, then click Add.
The new screen opens with its Select service options question already open. This is the question customers see, and it is where you choose which services they can pick.
Under Included service options, tick each service customers can book, for example Wash & Fold, Dry Cleaning and Curtain Cleaning. Leave the rest unticked.
Drag the ticked services by their handles into the order customers should see them.
Click your Mini App's name at the top of the page to go back to its screens. The new screen is at the end of the list.
Drag Service Options by its handle so it sits between Address and Pickup Date & Time.
If the question shows a message instead of your services, check the message. It tells you what to fix first, for example choosing a business unit and sales channel in Mini App Settings, or publishing the price list for that sales channel.
Ask for the Property Type
Use this only if your drivers need a unit or floor number to complete the pickup.
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. Without it, your staff may have to call or message the customer again, and the driver may wait at the building. Customers who choose Landed are not 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 question
In your Mini App, click the Address screen.
Next to the Content heading, click Add content and choose Dropdown. The new dropdown opens in place.
Set Input Data Field to Address Type.
Set the Label to Property Type.
Set Visibility to Conditional, with the condition Address geo location, Has Value. The question then appears only after the customer finds their address by postal code.
Drag the Property Type question by its handle so it sits above Address line 1.
Step 3. Make address line 2 conditional
On the same screen, click Address line 2 under Content to open it.
Change Required to Conditional.
Set the condition to Address Type, Is Any of, with the values HDB, Condo and Office.
Address line 2 is now compulsory for flats, condos and offices, and optional for landed homes.
Publish
Every change saves as a draft while you work. Customers only see it once you publish.
Click Publish above the phone preview.
In the Publish Mini App window, choose your WhatsApp Account, then click Publish. If Mini Apps are not yet in your plan for that number, the button reads Add to subscription and publish.
- Click Send Test and fill in the form yourself before you send it to a customer. Full steps are in How the Mini App Builder Works.
FAQs
I can't find Mini Apps under CRM › WhatsApp any more. Where are they?
They are now under Settings, Sales Channels section, WhatsApp Mini Apps. All your existing Mini Apps are there, with a badge showing whether each is Published, has Unpublished changes or is still a Draft.
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 button on the last screen, 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.
Do the dates in the form respect my closed days and public holidays?
Yes. The date screens use the online booking options, time windows, lead times and closed dates you set in Settings › Bookings, so customers cannot book a day you are closed.
My Service Options screen shows no services. Why?
The services come from the published price list of the Mini App's sales channel. Check that the Mini App has the right business unit and sales channel in Mini App Settings, that the price list for that sales channel is published, and that you ticked the services under Included service options.
Why did my Send Test not go through?
Send Test only works on a published Mini App. Publish it first, then send the test. The phone you test with must also have messaged your shop's WhatsApp number in the last 24 hours, otherwise you see "24-hour messaging window is closed". Send any message from that phone first, then try again.
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.
What's Next
You have created your Pickup & Delivery Mini App and published it. Some shops prefer to fix the delivery date only after the work is done. Continue to Setting Up a New Order: Pickup Only Mini App to set up a form that books the pickup alone.