Check out these tips below to make Presales on Bakesy seamless!
🗂️ Create a new product category for your Presale products (e.g. Halloween Presale)
✅ Add products into your new Presale category
📋 Utilize custom order request questions to create your Presale order form
💛 Optional Tips
🌟Leveraging Premium Features
Please ensure you're running version 3.1 or later to access these new features. Click this link for the latest version of Bakesy.
#1. 🗂️ Create a new product category for your Presale products (e.g. Halloween Presale)
Select ‘Account’ on the bottom menu, then select ‘My Products’
Select ‘Categories’, then select ‘Add Category’ and proceed
Tip: Consider including the date in your category name to clearly highlight the pickup date(s) for your customers (e.g., “ Feb 20th – Bread Drop” or “Oct 27th - Halloween Presale")
#2. ✅ Add products to your new Presale category
STEP 1: ADD PRODUCT(S) INTO CATEGORY
Select ‘Account’ on the bottom menu, then select ‘My Products’
Select ‘+ Add’ to create a new product or select an existing product.
When inside the product details screen, select the drop down next to Category, then select your Presale category and proceed.
STEP 2: USE AVAILABILITY PREFERENCES TO SELECT PICKUP DATE(S)
Within the Product Details screen, scroll down to ‘Availability Preferences’, then tap ‘Select Date(s)’ and choose your desired Pickup Date(s).
When customers order this product, the date(s) you select will be the only available date(s) for them to choose.
#3. 📋 Utilize custom order request questions to create your Presale order form
STEP 1: CREATE CUSTOM QUESTIONS FOR YOUR PRESALE
Select ‘Account’ on the bottom menu, then select ‘Customize My Bakesy Shop’, then select ‘Order Request Questionnaire’.
Toggle off ‘Order Specifications Question’ to remove the generic Order Specifications question from the ordering process
Tap either ‘Add multiple choice question’ or ‘Add text box question’ to create a custom question.
Tip: Don’t forget to create multiple choice question(s) around pickup windows for your presale!
Tip: If you want a question to require an answer, be sure to enable the toggle 'Question requires an answer' at the bottom
STEP 2: ASSIGN PRESALE QUESTION TO YOUR PRESALE CATEGORY
While creating the question, scroll down to ‘Question is for specific category’ and enable this toggle. All categories will appear, then select your Presale category.
Once you do this, the question will appear during the ordering process for all products assigned to this Category.
If you want a question to only be assigned to a specific Product, enable the toggle 'Question is for specific product(s)'
#4. 💛 Optional Tips
Hide Other Products: If you only intend to sell your presale products while holding your Presale, you have the option to hide your other products from your shop without the need to delete them.
This can be done within the product details screen of each product.
Update Order Button: Change the name of your 'Order Request' button to align with your presale's theme + hide the availability button from your Bakesy Shop.
Select 'Account' on the bottom menu, then tap 'Customize my Bakesy Shop'.
Tap 'My Storefront Preferences', then select 'Storefront Button Settings'
Customize 'Featured Products' Header: Change the name of your 'Featured Products' header to align with your presale.
To do this, select 'Account' on the bottom menu, then tap 'Customize my Bakesy Shop'.
Tap ‘My Storefront Preferences’ , then select ‘Featured Products Header’
#5. 🌟 Leveraging Premium Features
Inventory: Utilize the Inventory feature to set the quantity available for each Product.
Within a product, scroll down to the Inventory section and enable the toggle - then enter the total inventory quantity.
Instant Checkout: Enable the Instant Checkout feature, which allows customers to pay instantly and eliminates the need for manual order approvals and invoicing.
Within a product, scroll down to the Instant Checkout section and enable the toggle.
Collect Tips: Enable the Collect Tips feature to allow customers to add a tip when paying via Bakesy Secure Payments (credit card). This feature can easily pay for itself!
Select ‘Account’ on the bottom menu, then select ‘Payouts’, then toggle on ‘Collect Tips'
Have questions or need help with your Presale? Message us within the app!