Setting Up a Customer Sign Up Mini App

Who Is This For

This Mini App is for any business that wants to let a new customer create an account quickly and easily.

Why Use It

• Build your customer database effortlessly Instantly capture contact details and addresses for walk-in customers or new leads.
• No more manual typing Customers fill in their own details, meaning fewer typos and absolutely no extra admin work for your staff.
• Faster future bookings Once their account is created, any future bookings they make will have their details pre-filled automatically.

Create Your Mini App

1. Go to Settings from the top navigation bar.

2. Under Sales Channels, click WhatsApp.

3. Open the Mini-Apps Tab.

4. Click the + New Mini App button.

5. Select the Customer Sign Up template.

6. Enter a name for your Mini App.
7. Click Create to open the editor.

Understanding the Editor

When you open your Mini App, you will see the screen is divided into two parts to make editing easy. The Left Side (Live Preview) is a preview of a mobile phone showing exactly what your customers will see. The Right Side (Editor Tabs) is where you control your form. At the top, you will see tabs for your screens (like pages in a book). You can drag and drop these tabs to reorder your pages.

What are Screen Blocks

Inside every screen, you will see a list of Screen Blocks. Think of a block as a specific field or question you want the customer to fill out (like their name or their phone number). If you click the dropdown arrow icon ( ⌄ ) next to any block, it will expand to show its settings:

• Input Data Field This tells EasyBiz exactly where to save the customer's answer in your system.
• Label This is the text the customer actually reads on their screen (e.g., "Customer name").
• Required You can choose if the customer must answer this (Always Required), if they can skip it (Not Required), or if it only shows up under certain conditions (Conditional).
• Visibility You can choose if this block is always visible to the customer or if it only appears when certain conditions are met.

What is a Footer Action

At the very bottom of the editor for each screen, you will see a Footer Action. This controls what the button at the bottom of the customer's phone does when they tap it. It might tell the app to save the customer's details, move to the next page, or finally create the order.

What is Already Set Up

This template is ready to use immediately! It comes pre-built with two default screens that your customer will go through in order. Here is exactly what is inside your default setup:

Contact Screen

This screen asks for the customer's basic details.

• Blocks Included Customer name, Phone number, and Email.
• Footer Action Set to Save Customer. This tells EasyBiz to create a new contact in your system when the form is submitted. If a contact with the same phone number already exists, EasyBiz will update their details instead of creating a duplicate — so you never end up with repeated entries.

When the customer taps "Continue", EasyBiz securely saves their details or updates their existing profile.

Address Screen

This screen makes address entry quick and prevents typos.

• Blocks Included: Postal code, a clickable "Find address by postal code" link, Address line 1, and Address line 2 (left optional for unit/floor numbers).
• Footer Action: Set to Save Address.

Customizing Your Mini App

The default setup above is all you need to run your business smoothly. You can click Publish right now and start taking sign-ups! However, if you want to gather more specific details, EasyBiz makes it simple to customize.

For example, you could add an Email field to the Contact screen, collect a preferred contact time, or — as shown below — make Address Line 2 mandatory only for certain property types.

Making Address Line 2 Mandatory

By default, Address Line 2 (unit number) is optional because customers in landed houses do not have one. Here is how to make it mandatory only for HDB, Condo or Offices.

Step 1 Create an Address Type Data Field

Before we can ask the customer for their property type, we need to create a blank space in the system to save their answer. Read more about [Data Fields].

1. Go to Settings> Operations section > Custom Fields.
2. Click Add Data Field. Name it Address Type and select Dropdown as the Data Type.
3. Type in your options: HDB, Condo, Office, Landed. Click Save.

Step 2 Add the Address Type Block

1. Back in your Mini App editor, click your Address screen tab.
2. Click + Add Block .

3. Choose Dropdown.

4. Open the block settings (click the ⌄ arrow). Set the Input Data Field to your newly created Address Type field.

5. Set the Label to "Property Type".
6. Set Visibility to Conditional. Choose When: Address geo location -> Operator: Has Value. This ensures the dropdown only appears after the customer finds their postal code.

7. Drag and drop this new block just above Address Line 1.

Step 3 Make Address Line 2 Conditional

1. Open the settings for the Address Line 2 block.
2. Change Required to Conditional.

3. Set it to When: Address Type -> Operator: Is Any Of -> Value: HDB, Condo, Office.

Now, Address Line 2 will be strictly required for apartments, but completely optional for landed properties!

Publish Your Mini App

Once you are happy with your setup, it is time to make it live!

1. Click the black Publish button at the top right corner of the editor.

2. A confirmation dialog box will pop up. Ensure your WhatsApp Business Account is selected correctly, then click Publish.

3. You will now be taken to the Live Preview screen. This screen shows you exactly what your customer will see and interact with on their phone.

4. At the top right of this screen, you have three final options:
   • Send Test: Want to try it yourself first? Click this button, enter/select your phone number, and EasyBiz will send the form directly to your personal WhatsApp so you can test it like a real customer!
   • Draft: If you notice something you want to change in the preview, click this button to return to the editing mode.
   • Publish: If everything looks perfect, click this final Publish button to make your Mini App live and ready to use!