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Customize Your Business Details

This article guides you through all the customizable sections and features available in the Boss app.

Bree avatar
Written by Bree
Updated over a week ago

From displaying your business name to setting your delivery area and service prices, the Business tab of your Boss app will be your go-to place to manage your business details.

When you first launch the Business tab, it will clearly show which details are missing and what's needed to complete your business setup.

1️⃣ Complete Your Business Profile

Business and Display Name

  • Business Name- Create a catchy name that describes your business

  • Display Name - This is what users will see when reviewing your business profile. Don't overthink it right now - you can come back and change it after you've picked the perfect one!

  • Business Phone Number (Optional) - If you'd like to use a different phone number for your business than you used on your application, you can add a business phone number here.

Delivery Area

  • Area Name – This description is displayed to users to tell them what area(s) you’ll deliver to. 

  • Zip Code – When entering The “Zip Code”, be sure to enter Zip Codes for the specific areas you want to include in your delivery area. You are able to easily omit areas that are surrounded by the rest of your delivery zones, such as downtown or very busy areas that require you to double park for delivery!  

This will be used to create your delivery map, which is displayed to users to show them what area(s) you’ll deliver to. The Zip Codes will create a more accurate representation of the area that you want to run your business in! 

Personal Info

  • About Me Tagline – This one-liner will be front and center on your website and shopper profile.

  • About Me – This section allows you to give a detailed description of the services you provide and what makes you a great shopper!

Select Your Specialty Tags

  • Add Tags - Add keywords that highlight your unique specialties. These will help users find the best shopper that fits their needs.

Personalize Announcement

  • Add Announcement - This information is displayed as a banner on your personalized profile page in the Dumpling app.

DONE!

  • Click Done! - Be sure to click 'Done' to save your business information! You can come back as often as you would like, to update your Business Profile with new ideas and information to better connect with potential clients.


2️⃣ Add Your Stores & Services

Stores & Services

  • Select Stores & Services

  • Click either “+” or “Add” on the right side of your screen

  • Select a store by searching by name or scrolling alphabetically

  • Select the pricing model you'd like to use for this service (Fixed or Percentage)

  • Customize the pricing details and select "Add"

  • Repeat the above steps for each store & service you would like to add

Pick-a-Store

  • Pick a Store is a catch-all option where your clients can write in any store that is not on your list. We recommend including this option.

  • Select Pick a Store by searching the name or scrolling alphabetically

Additional Information

  • Click here to learn more about the pricing models and view example orders

  • Keep in mind, when adding stores that require membership such as Costco and Sam’s Club, you will need to ensure that you have your own membership for shopping!

  • Keep in mind, that your dumpling Boss Card only works where VISA Credit Cards are accepted and it is not a debit card.

    • Except, your Boss Card will not work at stores that go against our Terms of Services (i.e. alcohol, tobacco, etc.) including Trader Joe's due to mounting legal pressure to cease all delivery from their store.

 3️⃣ Set Your Schedule

Typical Business Hours

As a default, your schedule is set to "Fully Available". To ensure your schedule is set to your preferences, be sure to go in and customize your availability!

  • From the Business Tab, Select Schedule

  • Click Edit

  • Set your Typical Business Hours

  • Tap Save

Time Blocks, Minimum Booking Time, & Orders Per Block

  • Select Settings

  • Set your preferred Time Block Hours

  • Set your preferred Order per Time Block

  • Choose the Minimum Booking Time

  • Click Save

Add Business Hours

  • Select Business Hours

  • Add your standard schedule in time blocks as you wish by selecting "Add"

  • If you'd like to edit a particular time block, click the block to edit the duration or number of orders allowed per block.

  • Select Save

Closed Days

  • Select Closed Days

  • To schedule any upcoming days off up to a year in advance, toggle the calendar to the desired months

  • Simply tap the dates you want to include

  • Be sure to click Save!

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