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. More details on routing can be found here.
Print Delivery QR Codes: Enable QR codes on delivery sheets. This means the delivery driver can use the QR code to generate a text notification to send to the customer notifying them that their order has been delivered.
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. Further information on billing is available here.
Customer Settings:
Allow One-Off Boxes: Enables customers to place single order boxes without subscribing.
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. Further information on pause settings available here.
Credit Card Reminders: Enables automated reminders for expiring cards.
Cooler Box Reminders: Reminds customers to leave out a cool box for chilled items by sending out an automated email the day before delivery.
Pause End Reminders: Notifies customers when a pause period ends.
Administrative Settings:
Box Label Order and Page Breaks: Customises how and in what order box labels are printed. Further information available here.
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:
- If your box scheme is organically certified check the 'Show Organic Wording' box. - If you don't want to display the box contents on your website and on your customer's dashboards, uncheck the 'Show Public Box Contents' box. Further information available here.
- If you want to include a web page that displays the growers and suppliers that you work with, check the 'Show Growers Suppliers Section' box.
Saving Your Changes
After updating the fields as needed, click 'Save' to apply the changes to your hub's site.
Disabling Weekly / Fortnightly Sign-ups
Although not part of the Hub Settings page, it is also possible to disable the weekly / fortnightly sign up option, if you prefer to focus on weekly customers only or fortnightly customers only.
To enable this setting for your account, please get in touch with our support team; [email protected]
Please note that once signed up, at the moment customers can still switch to weekly / fortnightly orders from their dashboard.
Final Thoughts
Regularly updating your Hub Settings 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.
