DocketShop, also known as online booking, is a shopping cart that’s fully integrated with your Docket account and heavily customizable. Part of the customization ability lives in the 6-step workflow associated with your Storefront.
In this article you’ll learn how to edit and manage the third workflow default step that potential customers will complete on your website when using DocketShop as your online shopping cart.
This article is part of the 6-step process in setting up both Basic and Premium DocketShop. If you need to set up DocketShop, please click here.
Before You Start
Here are a few things to know before you continue:
- You must have Admin or Office Staff permissions in order to access or edit a DocketShop workflow step.
- You must have an active DocketShop subscription in order to access or edit a DocketShop workflow step.
Access Contact & Delivery
To view a workflow and its various steps (also called forms) 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.
Set Up Contact & Delivery
The third step in your Storefront’s workflow will ask a potential customer to enter their contact information and the day/time they want the product(s)/service(s).
- At the top of the Contact & Delivery editor there are 3 options:
- Form Title: This is the name that displays to potential customers when they’re going through this workflow. We recommend leaving it as the default ‘Contact & Delivery’ name.
- Up and Down Arrows: These arrows can be used to reorder where this step occurs in your workflow.
- Redirect Drop-down: This option gives you a way to send a potential customer to a different workflow step than what’s normally up next (by default the next workflow step is Terms and Agreement).
- Contact Heading allows you to change the ‘Contact’ section header.
- Scheduling Heading allows you to change the ‘Scheduling’ section header.
- (Beta) Require Full Service Period defaults to ‘Do No Require’ and this is the option we strongly recommend to keep for this setting. If you have the scheduler check against your availability, blocked days, or both, it will require a potential customer to select a service period that doesn’t run into any restricted days at any point.
For example, a potential customer wants to rent a dumpster for 7 days. Your business has a blocked day for a holiday on Day 4 of that 7 day period. The potential customer won’t be able to book a 7 day rental for that week. They’ll have to shorten their service period to end before that blocked day or schedule something after that blocked day.
- Allow Extra Days gives you a way to offer potential customers some flexibility around their service period.
- Availability in Scheduler will display the status or number of available items for each product you’ve made available.
- Availability Threshold gives you a way to control whether all of your available items for each product you’ve made available are able to be ordered online or just a certain amount.
- Include Start Day in Service Length gives you a way to match your online booking options to your regular business operations.
- Same-Day Service is where you’ll determine if an online order can be scheduled for later that same day.
- Scheduling/Servicing Notes is useful for asking additional questions, like placement, or for sharing additional information around your scheduling, like a note about same-day scheduling.
- Service Address Fields is actually a legacy setting that doesn’t do anything anymore; you can skip over this setting.
- Availability Legend Labels is where you can change the ‘Available’ or ‘Not Available’ labels that’ll appear on the calendar.
Don’t forget to click the blue save button at the top any time you make a change!
The next workflow step handles your terms and conditions that appear to potential customers. Click here to jump to the next article.
If you have any questions, please reach out to our Support team through the green chat widget on the bottom right of this page or by sending an email to firstname.lastname@example.org!