CleanCloud allows you to set up repeat pickups and deliveries for your customers, streamlining the process for regular services. Customers can even schedule repeat pickups themselves through the online booking tools.
Enable Online Repeat Pickups for Customers
Allow customers to book their own repeat pickups online via the web booking tool or CleanCloud App: Go to Settings → Admin → Pickup & Delivery → Pickup / Delivery Options and toggle on Let Customers Book Repeat Pickup Orders.
Create a Repeat Pickup via the POS (CRM Page)
Find the Customer: Use the Search function, Search page, or New Order Page to locate the relevant customer.
Access Pickups Tab: Open the customer's CRM profile and click on the Pickups tab.
Add or Edit Repeat Pickup:
To add: Click Create Regular Pickup and enter the required details.
To edit: Click the blue pencil icon next to an existing pickup.
Input Pickup Details
Next Pickup: Select the start date for the repeat pickup.
Pickup Slot: Set the start and end times for the pickup.
Number of Pickups: Choose whether it’s Until Canceled or a fixed number (1 to 20 times).
Pickup Frequency: Select the frequency- weekly, every 2, 3, or 4 weeks.
Set Repeat Delivery Date and Time in Advance: Use the calendar and dropdown menus to select dates and time slots.
Repeat Tip: Automatically apply a tip based on price or percentage for the repeat service.
Copy Previous Order: Use the Copy Order From Previous Order option if repeat pickups consistently include the same products (e.g., 100 towels). This feature copies order details from the most recent order created by that repeat pickup scheduler, ensuring accuracy and saving time for recurring services.
Type: Choose whether to:
Automatically create the order 24 hours before pickup.
Send an SMS to the customer, requiring confirmation to create the order.
Click Submit to create or update the repeat pickup.
View Created Pickups:
The new repeat pickup will appear in the customer's CRM under Regular Pickups.
It will also display on the Delivery Printout page.
🪄 Tip: For pickups more frequent than once a week, create separate repeat pickup orders and assign different days of the week for each.
Delivery Printout
You can view all scheduled repeat pickups on the Delivery Printout page. Access it from the Pickup and Ready page or directly via this link.
Cancel a Repeat Pickup
Go to CRM → Pickups → Regular Pickups or the Delivery Printout page.
Cancel the pickup, providing a reason.
The customer will be notified of the cancellation via email.
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