CleanCloud Updates

Physical Gift Cards

You can now benefit from offering Physical Gift Cards to your customers at your store!

As with the E-Gift Cards, you will first need to create the gift card in the products section. 

Go to Settings > Products page. On the Products page add a new product by selecting 'Add Product' at the top right corner.

Then, select 'Gift Card' from the 'Product Type' dropdown menu and fill in the required fields with your gift card details.

Once your gift card product has been created and you select the gift card product from NEW ORDER, you will find a dropdown to select either Digital Gift Card or Physical Gift Card. 

The Physical Gift Card will give you a code that will be associated with the card for your customers to redeem later. You will have to write this code down for your customer. 

You could apply this code to a business card you have on hand in the store or possibly gather a stack of pre-made gift cards with your business branding and include the code there.

You would simply need an easy way to include this code on a physical card you give to your customers.

Invoice Tool - Auto Charge Card When Repeat Invoice Created

If you want to charge your customers by card automatically as soon as their repeating invoice has been created automatically then you now will have the ability to do this!

Create the new invoice as ‘Repeating’ and tick the box where it says ‘Charge Card’ under ‘Auto Charge Saved Card’. 

Send Business Invoices to QuickBooks

You can now send Business invoices to your integrated QuickBooks account. 

First Head to Settings > Admin > Payments & Finances > Accounting Integration > Scroll down to QuickBooks and toggle on 'Show Send Invoice To QuickBooks Button for Invoices'

Once the switch is turned on, go to Settings > Invoices > (filter for business account invoices) and you will see a QuickBooks column and a 'Send to QB' button that will allow you to send over your business invoices to QuickBooks.

Customer App 7.5/ Web Booking Tool 7.5

Specify which services you wish to offer in the app. An example could be Dry Cleaning only or Laundry per lb.

Head to Settings > Admin > Pickup & Delivery > General Settings > Scroll down to Customer Order Flow > Select from the dropdown Customer Only Selects Services > Add Service. 

When a Customer creates an order there will be a large display of the Service with a title and description and the customer can select multiple services.

Each service might have extra hours for turnaround which will add to the number of hours between P&D for choosing time slots. If they select multiple services, we will use the service with the most extra hours to calculate the turnaround time.

For each service you can select whether a customer will select the number of bags, the number of items, or both.

WhatsApp Integration

We now have a new notification integration through WhatsApp. 

Head to Settings > Notifications > WhatsApp > Click On Contact Support

To set up WhatsApp we need the following;

An active phone number that is not already linked to a WhatsApp business account. This number needs to be able to receive an SMS or call to receive a verification code.

(we can use a number that is linked to WhatsApp already BUT you will lose all related data on your WhatsApp business profile on your phone).

NOTE - once the number is linked to WhatsApp business, the customer will no longer be able to use the number on the WhatsApp mobile app

We also need to get the following details;

WhatsApp Business Profile Display Name:

Timezone In GMT:

Business Description (Optional):

The subscriptions table in Admin shows more info

You will now be able to view all the relevant information for your subscriptions. Displaying everything that you included when you first created the subscription plans. As you can see in the screenshot below all the new columns added give you a great overview of the subscription information set up.

Refunding an order now adds notes to the Refunded Order

If you ever have to refund an order you will now see a note displayed under the order refunded letting you know the Order has been refunded, the amount of the refund and the Order number created for the refund. This will all be under the Notes column.

Edit a Repeat Invoice

Once you have created a Repeating invoice you may have to make some edits. You are able to edit the day of the week the invoice is created, how many days they have to pay the invoice and if the email is automatically sent. 

Head to Settings > Invoices > Select Repeating from the dropdown > Find the invoice you wish to edit and select the pencil icon on the far right next to the trash can icon.

Repeating Weekly and Bi-Weekly Invoice options

You will now have the ability to create a repeating invoice for businesses and customers on a Weekly or Bi-Weekly basis. Adding a new set of options on top of the invoices every month.

Head to Settings > Invoices > New Invoice > Type > Repeating > Select from the drop-down Monthly, Every Week, or Every 2 Weeks. 

ActiveCampaign Integration

ActiveCampaign will allow you to create your own marketing campaigns in CleanCloud.

Note - You will need to be on our Grow or Grow+ plan to access the ActiveCampaign settings.

If you don’t already have an ActiveCampaign account you can set up an account through CleanCloud.

1. Go to Settings > Admin > Marketing
2. Scroll down to the ActiveCampaign section and click “Create ActiveCampaign Account”.
3. This will open the ActiveCampaign website in a new tab, enter your email address to create a free trial.

If you already have an ActiveCampaign account follow the steps below to link this with your CleanCloud account;

1. Go to Settings > Admin > Marketing
2. Scroll down to the ActiveCampaign section, you will see an area to enter “ActiveCampaign API URL” and “ActiveCampaign API Key”

Cobblers Direct Integration

CleanCloud has teamed up with Cobblers Direct to provide our customers with an easy way to provide shoe, bag, and belt repairs in your store.

The Cobblers Direct integration allows you to expand your business offering into shoes, bags, and belt repairs with no setup fees or monthly charges. You just process the order in-store and send the items to Cobblers Direct, they will contact the customer directly to clarify any issues with the order and return the repaired items to you for the customer to collect.

And you keep a share of the revenue! Please note this is only available for US customers.

Go to Settings > Admin > Store Details > Services Offered and activate the option “Cobblers Direct Repair Service.”

Once this setting is activated you will see an additional section and items on the New Order Page, as shown below:

Please have a look at our new Cobblers Direct articles to help answer any questions.

Check the Customer’s Address prior to signing up for an account in the Web Booking Tool

You will now have the ability to toggle on the option to check a customer's address in the web booking tool prior to the customer being required to sign up for an account. Allowing us to check if the customer is in your service area prior to account creation. 

Can activate in Admin > P&D > Address Options > Toggle on ‘Customer Can Check If Address Is In Geofence before Creating Account’

(Web Booking Tool Only)

Once activated there will also be a button in Admin > P&D > Routes to see customers that were outside the service area. It will be right next to Add Route - View out of Service Area. Letting you know the Date, Address, Name, Email, and Telephone of these customers so that they can be informed when you start servicing their area.

In the web booking tool, if you click 'Sign Up' the customer has to enter the address first which will check if they are in the service area. If they are not, they are prompted to provide contact details for when the store expands its service area.

Invoices Page Pagination and Filter

Our invoice page just got better with the ability to filter through all your invoices from the top right of the page so that you can quickly find the specific invoice(s) you are looking for and we have also put pages on this section so that you can see the invoices on different pages rather than having to scroll through all the invoices on one page.

You will be able to filter by invoice ID or customer name.

Furthermore, once you have created enough invoices, it will start to break up into pages such as 1,2,3,4 …. creating a better overall look and feel to the Invoice section.

Ability to customize due date for repeat invoice

When creating a new repeating invoice you will now have the ability to create a customized due date for when that or those specific invoices are required to be paid by.

When creating the new repeating invoice you will now see a spot for ‘Days to Pay’ where you can enter the due date for payment of the invoice. 

More flexibility on SMS Character Count in SMS Marketing

On the Marketing page, you are no longer limited by the SMS character count of 160 characters!

If you exceed the SMS character limit, it will now send the additional information in another SMS.

For example, if I have 306 characters in my message, it would cost 2 credits and if it had 459 characters, then that would cost 3 credits to send the message.

On our SMS marketing tool it will inform you when you have gone over the 160 character amount and let you know how many SMSs it would send to the customer.

Buy Gift Card From Customer App & Web App

Customers will now have the ability to buy a gift card through the customer app and web app.

They will need to open the customer app/web app and head to the profile icon at the top right and select ‘Buy Gift Card’. You can also direct your customers to this section by having a promo carousel set for this.

They will then be able to select who the gift card is for, the amount, how the gift card will be sent (SMS, Email or both), they can then enter the relevant email or phone number, select the date and add a message to the recipient.

Once done, and the customer selects ‘Purchase Gift Card’, the customer will be charged and the gift card will be sent to the person of their choice on the date they selected.

Customer app: Smart Lockers will show instructions with QR Code

If you are using one of our integrated Smart lockers, customers can now scan their QR code from the customer app or web app to log in and place their orders.

To add a new locker head to Settings > Admin > Pickup & Delivery > Lockers > Add/Edit > Locker Type > Smart Locker

When a customer tries to place a locker order with one of your smart lockers from the customer app or web app they will now see a QR to scan on the smart locker.

Customer app: Ability to have a % discount on first P&D order

You will now be able to add a percentage discount for your customers’ first Pickup and Delivery Order. 

Head to Settings > Admin > Pickup & Delivery > General Settings > First Order Discount (%)

There you will be able to enter any percentage amount; for example a 10% discount for all first orders for Pickup and Delivery that your customers place with you.

Status Colors for machine due for maintenance in Washers/Dryers table in Admin

We now have a clear indicator for when your washers and dryers are scheduled soon for maintenance, are overdue, or all good and recently maintained through a color system.

Red = maintenance is overdue

Yellow = maintenance scheduled within the next 30 days

Green = all good and recently maintained

As you can see from the screenshot below both the washer and dryer are overdue for maintenance.

Ability to reactivate deactivated customer

If a customer has been deleted you will now be able to reactivate this customer by heading to:

Settings > Admin > Admin Tools > View Deactivated Customers > Select Reactivate next to the customer you wish to bring back to the store and done.