Updating your Hub Settings is essential for tailoring your site's functionality and information to match your specific operations and customer preferences. This guide covers the full process, ensuring your hub's contact information, delivery details, customer interaction options, and more are accurately reflected on your site.
Initial Setup
Some fields require super admin access for viewing or changing. As a result, your onboarding lead will have entered these details before your onboarding intro call.
Steps to Update Hub Parameters and Preferences
Accessing Hub Settings
Navigate to the Admin Dashboard: Log in to reach the Settings section.
Select Hub Settings: Found under Settings, this section allows you to edit various aspects of your hub's online setup.
Key Fields to Edit
Communication Settings:
Site Email: Your primary communication email with customers.
Accounts Email: Receives copies of billing-related emails.
Phone Number: Listed in the site footer and emails; use a placeholder or specify a preference for email contact if desired.
Delivery Settings:
Delivery Type: Choose from Home Delivery, Drop Sites, or Both.
Delivery Routing Algorithm: Start with Google Maps Shortest Route, with options to switch based on preference.
Print Delivery QR Codes: Enable QR codes on delivery sheets for text notifications.
Delivery Fee: Set for urban deliveries below the free delivery threshold.
Rural Delivery Fee: Additional fee for deliveries in the rural delivery radius.
Drop Site Delivery Fee: Fee for picking up from a drop site, with free hub collection for customers selected by crew members.
Free Delivery Minimum Order: Order value threshold for free delivery, generally set slightly above your largest box price.
Payment Settings:
Default Debt Limit: Configures how much debt a customer can accrue before delivery stops.
Customer Billing is Debt-Based: Toggle for billing customers in arrears or advance.
Customer Settings:
Allow One-Off Boxes: Enables customers to place single order boxes.
Allow Multi-week Billing on Sign Up: Lets customers pay for multiple weeks upon signing up.
Allow Customer Cancellations: Controls if customers can cancel orders directly.
Customer Pause Options: Various settings for order pauses and donations.
Credit Card Reminders: Automated reminders for expiring cards.
Cooler Box Reminders: Reminds customers to leave out a cool box for chilled items.
Pause End Reminders: Notifies customers when a pause period ends.
Administrative Settings:
Box Label Order and Page Breaks: Customizes how and in what order box labels are printed.
Tax Number, Default Tax Rate, and Freight Tax Rate: Tax-related settings for your operations.
Fresh Produce Category: Selects the top category displayed on the products page.
Company Name and Addresses: Your hub's official name and address details.
Time Zone and Paper Size: E.g. set to GMT and A4 respectively for UK hubs.
Box Label Format: Specifies label format preferences.
Communication Settings:
Social Media IDs: Links to your Facebook, Twitter, Instagram, and Pinterest pages.
Video IDs: For embedding videos on the About page.
Homepage Header, Status Message, Homepage Info, and About Info: Custom text fields for various sections of your site. See example images below.
Organic Wording, Public Box Contents, and Growers Suppliers Section Visibility: Toggle based on certification and desired content visibility.
Saving Your Changes
After updating the fields as needed, click Save to apply the changes to your hub's site.
Final Thoughts
Regularly updating your Hub Details ensures your site remains accurate, functional, and aligned with your operational practices and customer needs. This comprehensive approach to site management will enhance the user experience and streamline your internal processes.
By maintaining up-to-date information and settings, you effectively communicate with your customers, optimise your delivery operations, and manage your online presence effectively.
