Set up a shop

You set up a shop on a phone in five steps. Every limit is one plain sentence, and only a person can change one.

The panel

The panel is a plain web page where you set up shops. A builder runs it beside their own shops. Geometer runs the same panel for partners’ shops. It works in English, Hindi, Malayalam and Kannada. Hindi, Malayalam and Kannada are machine-written and wait for a native reader. Every page in them says so.

The first sign-in is a one-time invitation link. On your own server:

node bundle/geometer.ts panel invite --role builder

A partner sees only the shops they serve. A builder sees every shop on their server.

The five steps

Example: Glow Salon, a Bookings shop.

1. The business. Shop name. Up to four services, each with a name, other names customers use, a price and minutes. Opening and closing time, and the days open. The price is also the lowest price the agent will agree to.
2. Deposit and cancellation. The deposit, and how many hours before the start a customer can cancel and get it back.
3. Languages and your number. The customers’ main language and any others, the owner’s language, and the owner’s own WhatsApp number. The owner approves refunds from that number.
4. Connect the shop’s accounts. WhatsApp: the shop keeps its number. You type the phone number ID, the access token and the app secret. Calendar: share the shop’s Google calendar with the address shown, choose “Make changes to events”, and type the calendar ID. Razorpay: the shop’s own account, live or practice, with the key ID, the key secret and a webhook secret.
5. Checks. Save, then the panel runs the checks. Check it before it goes live explains them.

A Fees centre has its own first two steps: “The centre and its fees” (batches and students) and “Due dates, late fee and limits”. Steps 3 to 5 are the same, and a Fees centre has no calendar. The panel form takes up to 6 batches and 300 students. For more, give shop add a settings file.

Keys you type are written once to a private inbox and are never shown again. The agent itself never holds a key.

The limits, in plain words

The panel shows each limit as one sentence under the step:

• It can’t go below your prices, and it asks you before any refund.
• It never books outside your opening hours.
• The deposit is ₹200, never more than your cheapest price, and the slot is held 15 minutes while it is paid.
• A customer who cancels at least 24 hours before gets the deposit back. Anything later, or any refund above ₹200, waits for your OK on WhatsApp.
• When it says booked, the slot is in your calendar and the deposit is in your account.
• Your customers are answered in their language, with the right price and date.
• You stay in charge from your phone.

For Fees, the settings you choose are: the due day (1 to 28), the late fee, which days and which hour reminders go, the most reminders for one fee in a month, whether a parent may pay part, the most the agent may take off a student’s month by itself, and the most it may refund by itself.

The numbers are the shop’s own

The amounts above are examples. Your shop’s page shows its real ones.

Who can widen a limit

Only a person. The agent cannot change its own limits, and neither can a customer. The limits are made from the shop’s settings and enforced by Guard, outside the AI.

To widen one, a partner or builder signed in to the panel changes the setting and saves. The deployer then applies it. A deploy is refused, with the rule named, unless Guard shows every limit it can test.

A refund above the refund limit is a different case. The limit stays, and the owner approves that one refund on WhatsApp. Owner approvals shows how.

Editing settings in the panel does not move the shop to a new template version. Only update and rollback do that. See Versions per client.

After the five steps

“Ready to go live” makes the go-live certificate. It does not switch anything on. The deployer puts the shop live. See Deploy on your server.