CleanCloud Updates

You can now benefit from offering Physical Gift Cards to your customers at your store!

As with the E-Gift Cards, you will first need to create the gift card in the products section. 

Go to Settings > Products page. On the Products page add a new product by selecting 'Add Product' at the top right corner.

Then, select 'Gift Card' from the 'Product Type' dropdown menu and fill in the required fields with your gift card details.

Once your gift card product has been created and you select the gift card product from NEW ORDER, you will find a dropdown to select either Digital Gift Card or Physical Gift Card. 

The Physical Gift Card will give you a code that will be associated with the card for your customers to redeem later. You will have to write this code down for your customer. 

You could apply this code to a business card you have on hand in the store or possibly gather a stack of pre-made gift cards with your business branding and include the code there.

You would simply need an easy way to include this code on a physical card you give to your customers.

If you want to charge your customers by card automatically as soon as their repeating invoice has been created automatically then you now will have the ability to do this!

Create the new invoice as ‘Repeating’ and tick the box where it says ‘Charge Card’ under ‘Auto Charge Saved Card’. 

You can now send Business invoices to your integrated QuickBooks account. 

First Head to Settings > Admin > Payments & Finances > Accounting Integration > Scroll down to QuickBooks and toggle on 'Show Send Invoice To QuickBooks Button for Invoices'

Once the switch is turned on, go to Settings > Invoices > (filter for business account invoices) and you will see a QuickBooks column and a 'Send to QB' button that will allow you to send over your business invoices to QuickBooks.

Specify which services you wish to offer in the app. An example could be Dry Cleaning only or Laundry per lb.

Head to Settings > Admin > Pickup & Delivery > General Settings > Scroll down to Customer Order Flow > Select from the dropdown Customer Only Selects Services > Add Service. 

When a Customer creates an order there will be a large display of the Service with a title and description and the customer can select multiple services.

Each service might have extra hours for turnaround which will add to the number of hours between P&D for choosing time slots. If they select multiple services, we will use the service with the most extra hours to calculate the turnaround time.

For each service you can select whether a customer will select the number of bags, the number of items, or both.

We now have a new notification integration through WhatsApp. 

Head to Settings > Notifications > WhatsApp > Click On Contact Support

To set up WhatsApp we need the following;

An active phone number that is not already linked to a WhatsApp business account. This number needs to be able to receive an SMS or call to receive a verification code.

(we can use a number that is linked to WhatsApp already BUT you will lose all related data on your WhatsApp business profile on your phone).

NOTE - once the number is linked to WhatsApp business, the customer will no longer be able to use the number on the WhatsApp mobile app

We also need to get the following details;

WhatsApp Business Profile Display Name:

Timezone In GMT:

Business Description (Optional):

You will now be able to view all the relevant information for your subscriptions. Displaying everything that you included when you first created the subscription plans. As you can see in the screenshot below all the new columns added give you a great overview of the subscription information set up.

If you ever have to refund an order you will now see a note displayed under the order refunded letting you know the Order has been refunded, the amount of the refund and the Order number created for the refund. This will all be under the Notes column.

Once you have created a Repeating invoice you may have to make some edits. You are able to edit the day of the week the invoice is created, how many days they have to pay the invoice and if the email is automatically sent. 

Head to Settings > Invoices > Select Repeating from the dropdown > Find the invoice you wish to edit and select the pencil icon on the far right next to the trash can icon.

You will now have the ability to create a repeating invoice for businesses and customers on a Weekly or Bi-Weekly basis. Adding a new set of options on top of the invoices every month.

Head to Settings > Invoices > New Invoice > Type > Repeating > Select from the drop-down Monthly, Every Week, or Every 2 Weeks. 

ActiveCampaign will allow you to create your own marketing campaigns in CleanCloud.

Note - You will need to be on our Grow or Grow+ plan to access the ActiveCampaign settings.

If you don’t already have an ActiveCampaign account you can set up an account through CleanCloud.

1. Go to Settings > Admin > Marketing
2. Scroll down to the ActiveCampaign section and click “Create ActiveCampaign Account”.
3. This will open the ActiveCampaign website in a new tab, enter your email address to create a free trial.

If you already have an ActiveCampaign account follow the steps below to link this with your CleanCloud account;

1. Go to Settings > Admin > Marketing
2. Scroll down to the ActiveCampaign section, you will see an area to enter “ActiveCampaign API URL” and “ActiveCampaign API Key”