Offering an online shopping cart experience can have a big impact on increased sales and number of clients who want to work with your business.
Because you and your team aren’t speaking directly to a potential client during the online booking process, it’s very important to set up the workflow steps that the potential client completes so you have all the necessary information.
This article is Step 6 of 7 steps listed in our DocketShop Setup Directory.
Before You Start
Here are a few things to know before you continue:
- We have a training course in the Learning Hub specifically designed to walk you through your DocketShop setup!
Click here to go to the Learning Hub and log in.
Click here to learn how to log into the Learning Hub.
Click here for more info on both our 'Setting Up DocketShop' courses. - 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.
- While DocketShop can be used without a website, we recommend integrating it with your business website. 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!
Access Your Storefront Workflow
To view your Storefront and its workflow in DocketShop, click into Online Booking towards the top of your left-hand menu.
Once you’re in the DocketShop editor, you’ll always land in the Storefronts section by default.
You’re also going to see the workflow editor by default when clicking into Online Booking.
Make sure the correct Storefront name is selected to the left before you begin using the workflow editor otherwise you’ll edit the wrong Storefront’s workflow.
Workflow Setup
Each Storefront has its own workflow in DocketShop. Think of the “Storefront” and its settings as what your potential clients will visually see on your website. The “workflow” associated with the Storefront determines what steps your potential client must complete when using DocketShop on your website.
Clicking on one of the workflow step icons will take you to that step’s settings and a preview of what the page will look like.
When DocketShop is first activated in your Docket account there are 6 workflow steps that are automatically generated for your first Storefront.
- Service Address Lookup is the starting point for your potential clients in your online shopping cart.
- Product List shows your potential clients a list of the available products they can pick from to order online.
- Contact & Delivery is the step where your potential clients will input their contact information along with the day and time they want to schedule their selected product for.
- Terms and Agreement displays your terms and conditions to the potential client and asks them to acknowledge your agreement.
- Payment Form will ask the potential client to fill in their credit card information so your integrated payment processor can process the charge(s) for the product(s) they’ve selected.
- Order Confirmation displays a ‘thank you’ message to your new client with their order details and any additional information you’d like to show them.
The + icon between each workflow step allows you to add a new step to your workflow for this Storefront.
In order to finish setting up DocketShop, please review each of the workflow steps linked to below.
Online Booking Workflow: Service Address Lookup
Online Booking Workflow: Product List
Online Booking Workflow: Contact & Delivery
Online Booking Workflow: Terms and Agreement
Online Booking Workflow: Payment Form
Online Booking Workflow: Order Confirmation
If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@yourdocket.com!