Recurring Task

Recurring task


Your customers can use the subscription-based model with this Yelo feature. You can set up recurring tasks and allow customers to place orders on a regular frequency 

Here is how to do that:

  1. Log in to the Yelo admin dashboard, where your monthly sales, revenue and orders can be viewed.
  2. On the top right side of the dashboard, click on the ‘Integration’ and then on ‘More’ to find more options.
  3. Scroll down to find ‘Recurring Tasks’.
  4. Enable the toggle button ‘ON’. A pop up will appear. Set the time slot for creating the recurring tasks. Click on ‘Save’.
  5. In the right sidebar, find the Merchant store tab and open it.
  6. Click on the Grocery store for which you want to set up the subscription and it will take you to their page.
  7. Enable the Recurring task button configuration.
  8. Set the date, time for the task and the slot for the recurring tasks.
  9. Click on the ‘catalogue’ tab and choose the products for which you want to set up the recurring task.
  10. Click on the three dots against the product that you want to add recurring tasks and select Edit.
  11. A new box will appear for editing the products.
  12. Scroll down and toggle on ‘ Mark Groceries For Recurring Bookings. Click on ‘Save.’
  13. If the customers choose the merchant for which you have set up the recurring task, they can use the subscription model to order.
  14. They can add the products to the cart and checkout.
  15. Once they click ‘Checkout’ and fill in the relevant details, the checkout page will look like this.
  16. When the customer chooses the ‘Subscribe’ option, it will look like this.
  17. Next, the customer needs to select the time, date and enter the number of occurrences for the tasks. Then, proceed to pay.
  18. They can pay by clicking on Order_Order Subscription.
  19. You can view the subscribed orders under the Recurring tasks tab. 

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