What to ask the shop for: Bookings

Take this to the visit and tick each item with the owner. Ask for these and nothing more. An item marked optional is only for a shop that wants it.

Every shop

• The shop’s UPI ID, and the name that shows on it Customers pay straight to this UPI ID. Type both carefully and read them back to the owner: nothing checks a UPI ID for you, and one wrong letter sends the money to someone else.
• (Optional) The shop’s WhatsApp number, in the WhatsApp Business app on the owner’s phone (the shop can also start with its page alone) The shop keeps its number and its app; the helper works next to them. It must be the Business app, not plain WhatsApp. The owner opens the app at least every two weeks, or the connection can drop. Without it, customers book and pay on the shop’s page, and the owner signs in with their fingerprint and gets alerts in their app.
• The owner’s own phone number, on WhatsApp This is where the helper asks for approvals, and where the monthly report goes. The owner replies “approve” or “deny”. Practise one together.
• (Optional) With WhatsApp only: a Facebook login with admin access to the shop’s Meta business portfolio WhatsApp needs it. The owner logs in themselves, on their own phone: you never see a password or a code.
• (Optional) Only if the shop uses its own Gupshup account (the pilot’s route): the owner signs up at Gupshup, adds the partner as an admin, and the shop gives you the app name and the API key The shop keeps the account, and its own Gupshup wallet pays Meta’s charges and Gupshup’s fee. The API key goes into the panel’s key box only; never write it on paper or send it in a chat. Our message templates must show as approved in the shop’s Gupshup app before the first message.
• The name the shop is known by in public (signboard, Google or Instagram page) The name WhatsApp shows has to match what the shop calls itself in public.
• Be ready for Meta to ask the shop to verify its business later Which documents Meta will accept for a small shop is not confirmed yet. Do not tell the shop that no papers will be needed.
• (Optional) Only if the shop has, or wants, its own Razorpay account: the owner makes it on their own phone UPI is the usual way and needs no gateway account. Razorpay’s keys and codes are made by the owner and are never written in a chat or on paper.

For this template

• Each service, with the name customers call it and its price This price is also the lowest the helper will ever agree to. Ask “What is the lowest you will ever do each service for?” and read the list back.
• Opening hours, day by day No booking is taken outside them. Ask “When do you take bookings?”
• The deposit that holds a booking A whole number of rupees. Ask “How much to hold a booking?”
• How long a slot is kept while the deposit comes Ask “How long do we keep a slot for the deposit?”
• How early a customer must cancel to get the deposit back A later cancellation is the owner’s decision.
• The most the helper may give back without asking the owner Above this amount a refund waits for the owner’s yes.
• (Optional) Google Calendar, only if the shop wants it: the owner’s calendar, shared with the address Geometer gives you Not needed to start. Bookings keeps its own booking list: the owner sends “today” or “tomorrow” on WhatsApp to the shop’s number to see that day’s bookings. A calendar can be added later, and the bookings already made are written to it.
• Nothing more for the shop’s booking page: the panel gives its link, its QR code for the counter, and the owner’s private approvals link From the day the shop is live, customers can also book and pay the deposit by UPI on the booking page, without WhatsApp, under the same limits; AI assistants can book there too. The owner can mark payments received and answer refunds on the private page, and can go live without a WhatsApp number at all.

Do not promise how long setup takes, or that nothing else will be asked for. Meta decides what it needs, and it can change.