How to Add a New Store?
To add a new store to your CleanCloud account, follow these steps:
1. Log in to your CleanCloud account and navigate to Settings > Admin > Store Settings.
2. Select “Multi Store” from the left menu, located towards the bottom of the page.
3. Click the blue “Add Store” button.
4. Input the required store details.
5. Choose an appropriate plan type. If unsure, review CleanCloud's pricing page at https://cleancloudapp.com/pricing for plan options.
6. Utilize the group feature for multiple stores in one city for streamlined reporting, if applicable.
If you currently have multiple stores in one city, you may want to group them together for a more efficient reporting process. Alternatively, if you have multiple stores in different cities, you can group those together too. If you don't need to do this now, you can leave everything as it is.
7. Under advanced options, you will have the ability to copy from the following options:
Copy Settings: This relates to admin settings (this excludes pickup and delivery configurations). Please note that you will be able to adjust these settings once the account is created.
Customers.
Products: This will also include inventory items that you have set up in your account.
8. When copying any settings, please remember that the databases will remain separate. It will simply just copy from one store and paste to the new store. Basic information will be copied only. If you wish to adjust one of the products that will not affect the other stores in your account, then ensure you copy only.
9. On the other hand, with linking, you’re essentially linking the databases together. For example, if you enabled the linking of customers, whenever you add a customer in-store A this customer will also appear in the other store(s) and vice versa. If you wish to adjust one of the products, this product will also be adjusted in your other store(s). Make sure you link the relevant information.
Note: It is not possible to unlink the product database after you have active orders in the account. Make sure this is the right option for you before enabling it.
10. If you don’t want to copy or link anything to your new store, then leave the options unticked.
11. At the bottom of the page, you will need to tick the box to say that you agree with the pricing for adding this additional store in accordance with our pricing page. Then click on the green ‘add’ button.
12. Once you have added the store, you will then need to refresh your web browser. After that, click on the user initials which are displayed at the top right of your screen, and as admin, you will then be able to switch between the relevant stores.
Additional Information
After adding your new store to your CleanCloud account, proceed with the following:
Set Up Users: Add in the relevant staff members that will be working in this store account. Please note, if you have staff users that will need to access both/multiple stores, then add them as a user with the same email address and password. This is so they get the dropdown menu.
Customer Notifications: If you wish to notify customers via push or SMS, then please ensure you have purchased the credits in Settings > Admin > Notifications. You may need to add your card details in order to do this, in that case, go to Settings > Admin > Admin Tools > Update Card Details.
Integrated Payment Processor: If you’re in a country that has an integrated payment processor with CleanCloud, for example, CleanCloud Pay, Clearent or Stripe, then you will need to contact them and set up an account for the new store.
Pickup and Delivery Settings: If you’re offering a pickup and delivery service at this new store, you will need to input these settings in the new account. This is so you can set up your own unique route and time slots etc. To do this, just go to Settings > Admin > Pickup and Delivery.
Hardware Readiness: Ensure you get the necessary hardware for the new store, so you’re able to process orders for your customers accordingly.
👇 Pro Tips:
If you need any assistance setting up your new store, then you can purchase one of our tailored onboarding packages. To find out more information, please email [email protected].
It is important to note that you should not link any databases when you have orders in your account. If you need assistance, please contact our support team for further assistance.
💡 Tip
Need more help?
Explore our Help Center articles for answers. Contact us if you need further assistance.