Because DocketShop is the easiest way to put your services, inventory, and availability in front of your potential customers, it’s important that it’s set up correctly. This ensures that your business is represented accurately and that your order intake workflows match for both online and offline orders.
In this article you’ll learn how to access DocketShop in your Docket account, get familiar with the DocketShop editor, and select some initial settings.
Table of Contents:
Getting Familiar with DocketShop Editor
Before You Start
Here are a few things to know before you continue:
- You must have Admin or Office Staff permissions in order to set up DocketShop.
- You must have a phone number in your Docket profile.
- You must have at least one asset in your Docket account.
- You must have at least one pricing template set up or your pricing matrix imported into your Docket account.
- You must be set up with an online payment processor.
- DocketShop is separate from a website and cannot be used without one. Docket provides website services if you don’t already have one. To learn more, click here!
- If you’re on our Grow plan, you automatically get Basic DocketShop. If you’re on our Pro plan, you automatically get Premium DocketShop.
Please Note: It’s very important to add your assets and pricing templates or pricing matrix into Docket BEFORE having us activate your DocketShop subscription.
DocketShop automatically pulls in your asset inventory and pricing ONCE when it’s first activated. Moving forward you’ll need to manually update your assets and pricing information, so make sure you have most of the work done beforehand!
Accessing DocketShop
To get to the DocketShop area in your Docket account, follow these steps:
- Click on Online Booking towards the top of your left-hand menu.
If you see the padlock icon to the right of your Online Booking tab (as shown in the above screenshot) and the Online Booking page only shows you the subscription you have available (as shown in the below screenshot), then your DocketShop subscription hasn’t been activated yet in your account.
Reach out to Support using the chat button on the bottom right of this page so they can enable the DocketShop editor for you.
If you click into Online Booking with an active DocketShop subscription, you’ll see the DocketShop editor.
Because DocketShop is so customizable, there are a lot of tools available in the editor. This article will cover just the areas you’ll use to get set up.
Getting Familiar with the DocketShop Editor
The left side of the editor tool contains the main navigation areas of DocketShop: its general settings and appearance, the storefront workflow that customers will move through, your list of products, and more.
- Settings and Appearance hold basic configuration options that allow some personalization of what DocketShop looks like.
- Notifications is where you can customize an email to customers who abandon their cart while visiting your online storefront.
- Storefronts holds the workflow a website visitor will progress through as they look through your inventory and schedule or request a job.
- Products contains your inventory that’ll show as available to website visitors.
- Orders shows every scheduled or requested job that comes through DocketShop from your website.
- Promotions is where you can set up any sales you may occasionally offer throughout the year on your services.
- Sessions shows detailed information for each time a website visitor abandons their cart workflow.
- Website Scripts holds the code that is used to embed DocketShop in your website.
The middle section of the editor tool plus the toolbar at the top hold the main settings and options for whatever area you’ve clicked into. In the below screenshot we’re looking at the main settings and options for the Storefront area.
What the right side of the editor tool displays will depend on what main section you’re in. In the below screenshot we’re looking at a preview of our settings for the Storefront area.
The right side of the editor tool can also display more settings and more details about a particular function of DocketShop.
Get Started with Settings
The Settings tab in DocketShop is where you manage key configurations that determine how your business operates online. This includes defining your service area, availability, and applicable fees.
Servicing Central Address
By default, DocketShop uses your business address which can be updated in the main settings in your Docket Account.
If your default business address is a mailing or billing address, and not your yard location, you can enter a custom address instead.
TIP: If you’ve set up distance-based fuel surcharges in your Dumpster Management settings, use the same address you entered there.
Serviceable Areas
You can define where your business operates using three methods:
- Serviceable ZIP Codes: Add individual ZIP codes by clicking the blue plus icon.
- Serviceable Counties: Add individual counties by clicking the blue plus icon.
- Maximum Serviceable Distance: Set the maximum distance your business will serve, measured from your business address to the customer's location.
Daily Availability Settings
- Maximum number of bookable tasks: Set a daily limit of number of tasks that can be booked.
- Job Availability: Turn this setting on to only allow the number of jobs to be booked to align with the Job availability you have created in Job Settings.
Docket Preferences
If you have fees like taxes, fuel surcharges, convenience fees, or card processing fees configured in your main Docket account, you can apply them to online bookings by enabling them under Docket Preferences.
- Turn On (Blue): Preferences and settings applied in Docket extend to online booking.
- Turn Off (Gray): Preferences and settings do not extend to online booking.
Turn the preferred fees on, and they’ll be automatically included in your customers' online orders.
Customer Invoice Preview:
These settings control when customers see fees during the checkout process.
- Turn On (Blue): Fees are shown throughout the shopping journey.
- Turn Off (Gray): Fees are only displayed at the final payment step.
TIP: Turn these settings on so customers are fully informed about charges throughout their purchasing experience.
Selecting Your Appearance Settings
Clicking into the Appearance tab will give you some simple configuration options.
- Displayed Company Name will automatically pull in your company name from the company profile section in your Docket account. You can change this if you’d like and it won’t change the name in the main profile section.
- Displayed Company Image will automatically pull in your logo from the company profile section in your Docket account if you’ve uploaded an image. If you haven’t, then this area will be blank and you can upload your logo by clicking on the box.
- Fonts will be available if you have Premium DocketShop. You have the option to change the default font style that’s used for all the text within DocketShop so it matches your branding.
- Color Palette will be available if you have Premium DocketShop. You have the option to use up to three colors in DocketShop so it matches your branding.
- Colors will default to Docket blue upon activation, but you can change the defaults to match your branding, if desired. With Basic DocketShop you’re limited to a single primary color, but with Premium DocketShop you can have up to three different colors.
Configure Notifications
The Notifications tab allows you to follow up with customers who abandoned their cart while browsing your online storefront.
In Notifications you can:
- Enable Abandon Cart Emails to be sent to customers.
- Enable Notification Emails to be sent to specific email addresses letting your team members know about cart abandonments.
- Customize the Content Heading of the abandon cart email.
- Enter Email Addressees of the team members you'd like to receive notification emails.
- Write a persuasive Call to Action to encourage customers to complete their purchase.
- Customize the Return Button Text.
When you're done making changes, click Save Changes to apply your updates.
If you have any questions, please reach out to our Support team through the chat widget on the bottom right of this page or by sending an email to support@yourdocket.com!