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.
If you set this up before: Mini Apps have moved from the WhatsApp page under CRM to their own page, WhatsApp Mini Apps, under the Sales Channels section of Settings. 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
Who Is This For?
This Mini App is for any business that returns finished items to customers at home, including laundry, dry cleaning, bag repair, shoe repair and clothing alteration. You always send it after the order already exists in your system. The order can come from a New Order: Pickup Only Mini App, or your team can enter it by hand.
Before You Use This Mini App
Only send this Mini App to a customer who already has an active order in EasyBiz. When you send it, EasyBiz asks you which order the delivery belongs to. If there is no order yet, the delivery has nothing to attach to.
Create the order first, in one of two ways:
- Send the customer a New Order: Pickup Only Mini App so they can book a pickup. This creates the order for you automatically.
- Create the order yourself in EasyBiz.
Create Your Mini App
Click the ⚙️ Settings icon in the top-right corner.
Under the Sales Channels section, click WhatsApp Mini Apps.
Next to Mini Apps, click + Add mini app. A menu of ready-made Mini Apps opens.
Under Schedule, choose Schedule Delivery.
The New Mini App window opens with the name Schedule Delivery filled in. Change it to a name your staff will recognise, for example Return Delivery Booking.
Click Create. Your new Mini App opens in the editor, ready to use.
What Is Already Set Up
The template arrives with three screens in this order. You can publish it 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.
Click a screen in the list to open it. Its Footer Action at the bottom says what the button at the bottom of that screen does.
Contact
Asks for customer name, phone number and email, already filled in for a customer you know. The footer action is Save Customer, so any correction they make updates their profile.
Address
Asks for postal code, a Find address by postal code link, then address line 1 and address line 2. This is where the customer can send the item somewhere different from where you collected it. The footer action is Save Address.
Delivery Date & Time
A delivery date dropdown, delivery time options and a Refresh link for the latest slots. The footer action is Schedule Job, and the button the customer taps reads Schedule Delivery.
Schedule Delivery or Reschedule?
Both Mini Apps use the Schedule Job footer action. EasyBiz checks the selected order before making any changes. If there is no delivery yet, it adds one. If a delivery already exists, it updates that delivery instead of adding another one.
| Use this Mini App | Choose it when | What the customer can change |
|---|---|---|
| Schedule Delivery | The return delivery has not been booked yet. | The delivery address, date and time. |
| Reschedule Pickup & Delivery | A pickup and delivery are already booked, and either one may need to move. | The pickup date and time, followed by the delivery date and time. |
Add Only the Extra Details Your Shop Needs
The three screens above are enough to schedule a return delivery. You can add the Property Type question if your driver needs the customer's unit or floor number. Keep the form simple and only ask for details that help your driver complete the delivery without calling the customer again.
| Extra detail | Add this when | How it helps your shop |
|---|---|---|
| Property Type | Your driver needs a unit or floor number for HDBs, condos and offices. | Customers in these buildings must enter the missing details, while landed-home customers can continue without them. |
The next section explains how to add this extra detail.
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 delivery. 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 & templates section (called Library on some accounts), 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 dropdown
In the editor, click the Address screen.
Next to Content, click + Add content.
Choose Dropdown. It is added at the bottom of the screen, with its settings open.
Set Input Data Field to Address Type, the field you created in Step 1.
Set the Label to Property Type. This is the question your customer sees.
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 postal code.
- Drag the dropdown by the dots at the left of its row, and drop it between Find address by postal code and Address line 1. The preview on the right shows the new order straight away.
Step 3. Make address line 2 conditional
In the Content list, click Address line 2 to open its settings.
Change Required from Not Required to Conditional. The Add Condition window opens.
Set When to Address Type and Operator to Is Any of. Under Value, choose HDB, Condo and Office. Click OK.
Under Required, Address line 2 now shows the rule you set.
Address line 2 is now compulsory for apartments and offices, and optional for landed homes. Your changes are kept as a draft while you work. Customers see them only after you publish.
Publish
- Click Publish at the top right of the editor.
In the Publish Mini App window, choose your WhatsApp Account, then click Publish. If a number on that account does not have WhatsApp Mini-App on your subscription yet, the button reads Add to subscription and publish and shows the monthly price first. Only someone with billing access can confirm it.
Use Send Test to fill the form in yourself before sending it to a customer. Full steps are in How the Mini App Builder Works.
FAQs
Can I send this before the customer has an order?
No. When you send it, EasyBiz asks you to pick the order the delivery belongs to. If there is no order, there is nothing to attach the delivery to. Create the order first.
What if the customer already has a delivery date and I send this again?
The system updates the existing delivery instead of creating a second one. It checks the order first, so you will not end up with two delivery jobs on the same order.
Moving a delivery that is already booked counts as a reschedule, so it follows your business unit's Customers can reschedule setting, the same as the Reschedule Mini App. If that setting does not allow it, the customer sees "Rescheduling is no longer available for this booking. Please contact our support team for further assistance." See Setting Up a Reschedule Pickup & Delivery Mini App.
What is the difference between this and the Reschedule Mini App?
Both use the same Schedule Job action. Use Schedule Delivery when there is no delivery date yet. Use Reschedule when a pickup and a delivery are already booked and either one may need to move.
Can the customer change the delivery address here?
Yes. The Address screen is included on purpose, so a customer can have the item returned to a different address from where you collected it.
Do the dates follow my closed days and public holidays?
Yes. The date screen uses the online booking options, time windows, lead times and closed dates you set in Settings › Bookings, so a customer cannot pick a day you are closed.
Why does this form not ask me for a Business Unit or Sales Channel?
Because it does not create a new order. It attaches a delivery to an order you already have, so it uses that order's settings.
Can I add a Service Options screen to let them add extra services?
Not to this form. A Service Options screen cannot be the last step of a delivery booking. If the customer wants extra work done, take a new order instead.
Will the customer see the same slots my counter staff see?
Yes, the same delivery slots and the same lead time. Tap Refresh on the form if a slot filled up while they were deciding.
Where does the delivery show up after they submit?
On the same order, as a delivery job, ready for your driver's route like any other delivery.
What's Next
Your Schedule Delivery Mini App is live, so customers can book the return of finished items without calling your shop. When a customer needs to move a pickup or delivery that is already booked, continue to Setting Up a Reschedule Pickup & Delivery Mini App.