What to ask the shop for: Fees

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

• For each child: the name, the class, the parent’s WhatsApp number and the parent’s language The language is Hindi, English, Malayalam or Kannada. The list is the owner’s: don’t keep a copy on your own phone.
• The monthly fee for each class In whole rupees. Ask “What is the monthly fee for each class?”
• The day of the month the fee is due, and how many days after it a payment is still on time Ask “On which day of the month is the fee due?” and “For how many days after that is a payment still on time?”
• Whether the centre adds a late fee, and how much None is a fine answer. A parent who sent STOP is never charged one.
• When parents should be reminded The days before and after the due day, the hour, and the most reminders for one child in a month.
• Whether a parent may pay part of the fee, and from how much Ask “May a parent pay part of the fee? From how much?”
• How much the helper may take off one child’s month by itself Above this, it asks the owner.
• The amount from which a refund needs the owner’s one-use code A refund is never more than the payment on record.

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