Setting Up Recurring Scheduler

Why Use Recurring Scheduler?

• Guaranteed Revenue: By securing repeat orders in advance, you can forecast your income and workload more accurately.

• Customer Convenience: Your customers don’t need to manually book every time. They appreciate the “set and forget” convenience.

• Reduce Churn: A scheduled habit makes it much harder for customers to switch to a competitor. You become part of their routine.

The Scheduler Dashboard

To access this feature, go to Settings > Automation > Recurring Scheduler in the 3.0 Console.

The main dashboard gives you an overview of all schedules, categorized by status:

• Active: Schedules currently running.

• Paused: Schedules temporarily stopped.

• Failed: Schedules that encountered an error (e.g., payment failure).

The table displays key details like the Customer, Repeat Frequency, and the Next Schedule date.

Create a New Schedule

Click the + Add Schedule button to start.

Basic Configuration

• Sales Channel: Select the source (Typically “Online Store”).

• Business Unit: Choose the branch/outlet handling the order.

• Customer: Select an existing customer or click + New Customer to create one on the spot.

• Address: Choose the customer’s pickup/delivery address.

Define Frequency & Timing

Click the Repeat button. This is the core rule of the schedule. The options change based on your selection:

A. Frequency Types

• Every Day: Useful for daily services.

• Every Week (or 2-4 weeks): Useful for weekly subscriptions.

• Every Month (or 2-4 months): Useful for monthly billings.

B. Setting Pickup & Delivery Logic Depending on the frequency, the settings differ:

• If “Every Day”: You only set the Pickup Time.

• If “Every Week”: You must choose the Pickup Day (Monday - Sunday).

• If “Every Month”: You must choose the Pickup Date (1st - 28th of the month).

Delivery Rules: After setting the Pickup, define when the delivery happens:

• Same Day: Delivered on the day of pickup.

• Next Day: Delivered 1 day later.

• Up to 14 Days: Select the gap between pickup and delivery.

Configure Defaults (Payment & Notes)

Click to the Defaults section. Here you define how the order handles payment and operations.

• Payment Method: Currently fixed to Online Payment. The system will automatically charge the customer’s saved method after the order is completed.

• Fixed Assignment: Assign these recurring jobs to a specific driver or staff member automatically.

• Notes (Optional): Pre-fill the Job Note, Order Note, or Pickup Note (e.g., “Door code is 1234”).

Once configured, you will see a Preview summary on the right/bottom.

1. Review Dates

Check the Next Pickup and Next Delivery timestamps to ensure the logic is correct.

2. Creation Timing

Decide when the system should generate the order ticket:

• On the schedule day: Creates the order at the exact pickup time.

• X days before: Creates the order in advance (up to 9 days) at a specific time.

3. Start & End Rules

• Start Date: When does this subscription begin?

• End Date:

  • No end date: Runs forever until cancelled.

  • End after X occurrences: Stops after a set number of orders (e.g., 10 times).

  • End by date: Stops on a specific calendar date.

Click Start Recurring to activate.

Managing Schedules

Back on the dashboard, you can manage existing schedules using the Three-dot Menu (⋮) on the right of each row:

• Edit: Modify the address or frequency.

• Pause: Temporarily stop the schedule (status becomes Paused).

• Restart: Resume a paused schedule.

• Delete: Permanently remove the schedule.