CleanCloud Updates

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.

You will now have the ability to set a delivery time slot when you create or edit a repeat pickup. This can be done using the CRM tool.

Select the customer from the new order page > click on the blue profile icon > go to the pickups section.

If you use our booking tool, you will be pleased to know that the latest web app has been updated to version 6.10!

We have recently added some new features to customer subscriptions which you can offer your customers.

These include:

• Making customers tax exempt when they sign up to a subscription.
• Product limits - the ability to set product limits, so if a customer goes over the limit stated then the customer would be charged for this.
• New payment scheduler - If a customer signs up to a subscription, they will be automatically charged via the payment processor you are set up with (Stripe/Clearent) and an invoice will be created. The invoice will appear as paid if the auto charge went through, if not it would appear as unpaid.

You will now have the ability to see the notification history for a specific customer using the CRM tool. Simply select the customer from the New Order page > select the blue profile symbol > click on the 'messages' tab and enable the 'show notifications' toggle. This new feature is a great way for you to be able to view any communication between you and the customer.