How do I set up the Delivery Calendar?

Shift4Shop's Delivery Calendar App add-on will display at checkout and allow your customers to choose when they would like their items delivered. The date they choose will then display in the invoice for easy processing. Settings such as blackout dates, buffer dates, and available dates viewable are included with this App.

When you purchase the Delivery Calendar App from the Shift4Shop App Store (and your order is processed and completed), you'll receive a notification from your project manager advising your that the app has been installed and ready to use. Once you receive that email, these instructions will show you how to set up the app.

Configuring the Settings

The Delivery Calendar App is installed on your store as a module and contains a few settings you'll first want to configure.

1. Log into your Shift4Shop Online Store Manager
2. Using the left hand navigation menu, go to Modules
3. Using the search bar at the top, search for "Delivery Calendar" to locate and open the module
4. Once the module appears, click on "Change Settings"

You will have the following settings to configure:

• Max Available Days
  Use this field to specify the maximum number of selectable delivery days that the shopper will see during checkout. For example, writing 30 in this field will give the shopper a calendar view with a time range of 30 days to choose from.
• Buffer Days
  Use this field to specify the number of days (from the date of the order) that will not be selectable on the calendar. For example, writing 3 in this field will make it so that the shopper can only select delivery dates that are 3 days after their order date. This is intended to allow you time to prepare the order and ship it.
• Disabled Dates
  This calendar inside the settings will let you select dates that you want to disable for delivery. For example, holidays and other special dates. Simply click on the date in question and it will be blacked out on selector calendar viewed on the store's checkout page.

Adding the Selector to Checkout

The delivery calendar app uses your store's existing Checkout Questions function to display the date selector onto your checkout pages. When it is installed, a new checkout question type - Calendar - is added to the store. Simply set up the question as needed, and your customers will use it to select their delivery date.

1. Log into your Shift4Shop Online Store Manager
2. Using the left hand navigation menu, go to Settings >General >Checkout Questions
3. Click on the "Add a Checkout Question" button at the top right (or "Create a Checkout Question" if don't yet have checkout questions created.)

You will then have the following settings to configure:

• Question Type
  Use this drop down menu and select "Calendar"
• Customer Group
  Select which customer group* the calendar selector will display for. Typically, you will have the following choices:
  • All
    Select this if you'd like the function to work for all customers regardless of their group affiliation
  • None
    Select this if you'd like the function to work for customers who are not yet part of a group.
  • Phone Orders
    Select this if you'd like the function to work only when placing a phone order
  • Individual customer groups
    Select this if you'd like the function to work for a specific customer group.
• Required
  Mark this checkbox if you'd like to make the delivery date selection a requirement before they can checkout
• Question
  Use this to provide a title for the function. For example, "Select when you'd like to have it delivered" or something similar.
• Checkout Step
  Select the step in the checkout process when the question will appear.
  (Note, if using single page checkout, use step 1)
• Sorting
  If you have multiple questions that you're asking at checkout, specify the sorting for the calendar function within the list. Higher numbers will make it appear further on the list.
• Options
  This is not used for the calendar app.
• Categories (Optional)
  This is also not used for the calendar app.

Once you have configured the settings to your needs, click on the "Update" button to complete the process.

When the app is configured, your customer will see the delievery calendar question field on their checkout page. When they click within the field, a calendar will appear allowing them to select their desired date for delivery.

Furthermore, when the order is placed, you will see the selected date in the order's checkout questions.