By default, the app works with your Shopify checkout, so that each booking creates an order. When a customer books without the checkout, or if you book them in manually via the Easy Appointment Booking dashboard, then only a booking gets created
With Shopify Workflows we ensure that even skipped checkout or admin bookings also create Shopify orders. In addition, we ensure those customers are captured and updated with each booking.
Create Draft Orders
When creating manual bookings for repeat customers, it can be tedious to fill in their details each time. When creating manual bookings without payment, we can create a Draft Order for you to collect payment on later
When you create a booking, you can add your customer to fill in contact fields automatically
When you create a booking and manually add a customer, we will create a Shopify Customer for you
A draft order gets created with the Customer detail and Easy Appointment Booking tag so you can take payment later and convert it to an order
Order Tagging
If workflows is enabled:
When a booking is placed, the respective Shopify order will be tagged with "Easy Appointment Booking"
When a booking is rescheduled, the respective Shopify order will be tagged with "Rescheduled"
When booking is cancelled, the respective Shopify order will be tagged with "Cancelled"
When booking is checked in, the respective Shopify order will be tagged with "Checked in"
Workflows let you manage bookings within your Shopify Orders automatically. It is currently available to our Pro Plus users and can be enabled from the Settings tab.
Customer Import
When creating manual bookings for repeat customers, it can be tedious to fill in their details each time. When creating manual bookings without payment, it can be cumbersome to take payment later and connect the Booking with the Order. That's why we've made an update to Shopify Workflows
When you create a booking, you can add your customer to fill in contact fields automatically
When you create a booking and manually add a customer, we will create a Shopify Customer for you
A draft order gets created with the Customer detail and Easy Appointment Booking tag so you can take payment later and convert it to an order
See the setup video here: