Setting Up a New Order: Pickup Only Mini App

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 pickup screen will have no dates 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. The editor has also changed: you now add screens with Add screen and questions with Add content.

• Set up WhatsApp Integration
• How the Mini App Builder Works
• Setting Up Online Booking Options
• Setting Up Service Areas

Choose Your Setup

With the Easy setup, customers can already book a pickup, and the order arrives in EasyBiz with the pickup job attached. You can add the extra screens later at any time.

Who Is This For

This Mini App is built for any service business that collects items but cannot promise a return date at the time of pickup. Bag repair, shoe repair, clothing alteration, electronics repair and specialty cleaning all fit: if your turnaround depends on the job, this template is for you. The form only books the pickup. Once the job is done, you arrange the return delivery separately with the Schedule Delivery Mini App.

Create Your Mini App

1. Click Settings in the top navigation bar.

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

3. Next to the Mini Apps heading, click Add mini app.

4. Under the New Order group in the menu, click New Order: Pickup Only.

5. 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 Bag Repair Pickup Booking. Customers do not see this name.

6. 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 Bag Repair. A sales channel is where the order is counted as coming from, for example CleanFast Laundry. Both are required, because every booking from this form becomes an order there.

7. Click Create.

The new Mini App opens straight away, showing its screens and its settings.

What Is Already Set Up

The template arrives with three 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 Pickup.

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 is Create Order, so when the customer taps the button at the bottom, the booking is created in EasyBiz. The button shows the Action Label, Book Pickup.

Let Customers Choose Their Services

Use this only if you want the customer to tell you what work they need before your driver goes out.

This is useful when your shop offers several kinds of work, such as bag cleaning, deep cleaning, colour restoration or repairs. The customer picks the services they are interested in while booking, so your staff know what will be collected and can prepare the right person 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.

1. Open your Mini App. Next to the Screens heading, click Add screen.

2. In the Add Screen panel, click Service Options.

3. The Screen Title is filled in as Service Options. Keep it or change it, for example What does your bag need?, then click Add.

4. Click the new Service Options screen at the end of the list to open it. Its Select service options question is already open. This is the question customers see, and it is where you choose which services they can pick.

5. Under Included service options, tick each service customers can book, for example Cleaning, Deep Clean and Colour Restore. Leave the rest unticked. Drag the ticked services by their handles into the order customers should see them.

6. Click your Mini App's name at the top of the page to go back to its screens.

7. 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, read 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.

Record the Condition of the Item

Use this only if your team needs to know what is wrong with an item before it is collected.

Add this step when one item can have more than one problem. For example, a bag may have a broken zip, colour fading and mould at the same time. Letting the customer tick every issue gives your team a clearer idea of what is coming, and staff rarely need to call the customer before arranging the inspection.

The customer's answers describe what they noticed before collection. They are saved on the order, so staff can read them before the item arrives. Your team should still inspect the item at the workshop before confirming the final work, price and completion date.

Step 1. Create the field

1. Go to Settings, Library & templates section, Custom Fields.

2. Click Add Data Field.

3. Name it Item Issue and choose Options as the Data type.

4. Click Add Option for each choice, for example Stain marks, Colour fading, Mould or smell, Torn lining, Broken zip and Worn corners.

5. Turn on Allow multiple selections, so staff can also pick more than one issue when they edit the order. Click Save.

Step 2. Add the screen

1. Open your Mini App. Next to the Screens heading, click Add screen.

2. In the Add Screen panel, click Blank.

3. Type Item Issue as the Screen Title, then click Add.

4. Click the new Item Issue screen at the end of the list to open it.

5. Next to the Content heading, click Add content and choose Checkbox Group, so the customer can tick more than one issue. A Dropdown or Radio Buttons question only lets them pick one.

6. In the new question, set Input Data Field to Item Issue and set the Label to Please select the issues with your item.

7. Under Footer Action, check that Action type is Next, so the customer moves on to the pickup screen. If it shows anything else, open the list and choose Next.

8. Click your Mini App's name at the top of the page to go back to its screens.

9. Drag Item Issue by its handle so it sits after Service Options and before Pickup Date & Time.

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

1. Go to Settings, Library & templates section, Custom Fields.

2. Click Add Data Field. Name it Address Type and choose Options as the Data type.

3. Add your choices: HDB, Condo, Office, Landed. Click Save.

Step 2. Add the question

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

2. Next to the Content heading, click Add content and choose Dropdown. The new dropdown opens in place.

3. Set Input Data Field to Address Type, and set the Label to Property Type.

4. 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 by postal code.

The condition now shows under Visibility, and the phone preview shows the new Property Type question.

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

Step 3. Make address line 2 conditional

1. On the same screen, click Address line 2 under Content to open it.

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 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.

1. Click Publish above the phone preview.

2. 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.

3. 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.

When should I use Pickup Only instead of Pickup & Delivery?

Use Pickup Only when you cannot promise the return date at the time of collection, such as repair, alteration or specialty cleaning. Use the New Order: Pickup & Delivery Mini App when your turnaround is fixed, like next-day laundry.

Does this Mini App still create an order?

Yes. When the customer taps the button on the last screen, EasyBiz creates the order with the pickup job attached. The delivery is added later.

How do I arrange the return delivery later?

Once the item is ready, send the customer the Schedule Delivery Mini App. It adds the delivery to the same order, so nothing is typed twice.

Do the pickup dates follow my closed days and public holidays?

Yes. The pickup screen uses 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 one Mini App for repair and for laundry?

Each Mini App is linked to one business unit and one sales channel. Create one for each business unit, so every order is created under the right service and shows in the right reports.

What's Next

You have created your Pickup Only Mini App and published it. When the work on an item is done, you need a way for the customer to choose when it comes back. Continue to Setting Up a Schedule Delivery Mini App to let customers book the return delivery in WhatsApp.