CleanCloud Updates

If you offer Subscriptions to your customers in your CleanCloud account, then you will now be able to see a Subscriptions tab when you go to Settings > Metrics > Subscriptions. You will be able to see the following: a summary of all the Subscriptions you offer, payments, unpaid Subscriptions and Subscription cancellations. Just go to Settings > Metrics > Subscriptions. If you would like to learn how to set up Subscriptions, then please consult this article: https://cleansupport.zendesk.com/hc/en-us/articles/360006624597-Customer-Subscriptions

You will now have the ability to have an additional page between the 'New Order' and the 'Cleaning' tab where you can detail orders. To get this setup, just go to Settings > Admin > Detailing Page and enable the 'active' toggle. You can then establish if you would like all new orders appearing on this tab, or just quick drop orders. As always, once you have made the necessary changes, click on the green submit button.

From now on, once you place a retail order that is unpaid, the order will only skip the Cleaning page, and will show up on the Ready page to make sure you can collect payment from your customers for these.

If a retail order is paid, it will skip both the Cleaning and Ready pages, as it used to.

If you want to ensure that the admin to clocks in when they log in, then there is a new setting for this. Go to Settings > Admin > Store Settings, and you'll see a setting 'Force staff to clock in at beginning of shift' which you can enable. If you wish to have everyone else clock in at the beginning of their shift except from the store admin, then make sure you have the 'Force staff to clock in at beginning of shift' option set only.

If you request preferences from your customers, you will now have the ability to do the following:

• When you add or edit a customer in the POS, you can add or change their preferences.
• Preferences will show as order notes if you create an order in the POS. Before, this would only be the case if a customer places an order online with you.

Please note, if you wish to enable preferences for online customers, this can be done by going to Settings > Admin > Pickup and Delivery > General Settings. To make adjustments to any preferences, go to Settings > Products > Preferences.

When you create or edit a geofence, you will now have the ability to see the geofences of other routes. This will be helpful so you know where to avoid when drawing a new one.

You will now have the ability to view even more information about Subscriptions that your customers are tied into. You'll be able to see the following on the 'subscriptions' tab within the customer CRM:

- How much that selected customer has used of their product allowance in current billing period

- Next payment date

- Last payment date

- Total payments to the subscription

- History of payments

You can now have the ability to include a route number on the paper receipt that you give your customers who place a pickup and delivery order with you. To configure this, just go to Settings > Printers > Receipt Printer > Customer Copy.

You will now have the ability to exclude customers that are assigned to a business account when you perform a marketing campaign. To find this toggle, just go to Settings > Marketing.

You now have the ability to print summary receipts for each order on a specific route. To do this, go to the Pickups page, and click on the 'print receipts' button, you can then select the route you wish to print summary receipts for.