Once an order with deliverable items arrives, the customer is emailed a link to choose their own date. In this tutorial we’ll walk through exactly what they see, how to change the emails, and how to add a page where customers can get their link again.

#In short

1. The customer is emailed a Choose a delivery date link.
2. They pick a date and slot and leave notes for the crew.
3. They get a confirmation, can change the date until your cut-off, then get a reminder.
4. Edit the four emails under Settings → Customer emails.
5. Add the Manage my delivery block so customers can get their link again.

#1. The booking link email

When the order arrives, the customer gets an email headed “Book your delivery for order #1042” with a Choose a delivery date button. The order appears on your Unbooked tab until they book.

#2. The booking page

The link opens a simple page with your business name, a calendar of available dates and — if you use slots — morning or afternoon. They can add notes for the crew, such as “third floor, lift available”, then confirm.

#3. Confirmation, changes and reminders

A confirmation email follows straight away. The same link lets them change the date until your reschedule cut-off; after that the page asks them to phone you, using the number in Settings → Your business. A reminder email goes out before the day.

#4. Change the wording of the emails

Settings → Customer emails has four emails you can reword:

• Booking link — sent when the order arrives.
• Confirmation — sent when a date is booked.
• Reminder — sent before the delivery.
• Delivery moved — sent when a date changes.

Placeholders such as {{customer_name}}, {{order_number}} and {{date}} are filled in for you. The layout, the “Choose a delivery date” button and the delivery details are added automatically.

#5. Add a “Manage my delivery” page

Add the Manage my delivery block to any page — your Delivery information page is a good home. Customers who’ve lost their email type their order number and email address, and their link is emailed to them again.