setting-up-the-app-in-shopify.md

Setting Up the App in Shopify

This section will help you with the installation of the Sakurabook app into your Shopify store, setting it up, and adding it to your Shopify theme. Let's do it step by step.

Contents

• Installation
• Sakurabook Admin Setup
• Sakurabook Booking Wizard Setup

Installation

📌 TODO This will be updated once the app is successfully reviewed and published in the Shopify app store.

1. Go to Sakurabook page in the Shopify app store.

   

2. Press the Add app button in the top left part of the page.

3. Check the scopes of the app to which you are giving us consent, it's in the This app needs to section. If you agree with the required access scopes, click the Install app button.

4. After that, you will be redirected to the Sakurabook admin console and you will see the Sakurabook app in the Apps section of the left main menu of Shopify Admin.

5. You should find yourself on the Welcome to Sakurabook app! screen. This is the first screen of our onboarding guide.

   

💡 Troubleshooting: If anything goes wrong, get in touch with our Support, please. We are as available as possible and really keen to help.

Sakurabook Admin Setup

Once you successfully installed the app into your Shopify store, you should be able to access the app in the main left menu of Shopify admin under the Apps section together with all the other apps you have installed.

The next step is to set up everything in Sakurabook Admin to be able to offer your products for reservation.

📌 There is a prerequisite of having your products already created in the Shopify Admin Products section (https://your-store-name.myshopify.com/admin/products). Please make sure you do this before you start with this guide. See also Shopify's guide Adding and updating products.

1. Go to Shopify Admin Products (/admin/products) section and add appropriate tags to products you want to offer within the Sakurabook reservation system. See the table below.

   Product Tag	Rental space reservations	Service reservations	Description
   Rental	x		Add this tag to the product if you want to import it into Sakurabook as a Rental product.
   Service		x	Add this tag to the product if you want to import it into Sakurabook as a Service product.
   AddOn	x	x	Add this tag to the product together with the Rental/Service tag if you want to offer it as an add-on for Rental space/Service reservations.

   

2. Go back to the Sakurabook app (Apps on the left main menu in Shopify Admin).

3. Walk through the Onboarding guide. Make sure that you read everything properly. But no worries, if you miss something, you can trigger the Onboarding guide any time in the future (the link is in the footer).

   • Welcome to Sakurabook app!

   • Prerequisites

   • 2 reservation types

   • Dashboard view

   • Connect app to theme

   • Click the Finish button

     

4. Now you appeared on the Use case selection screen. You can select either Rental space reservation or Service reservation. Make a wise choice, it has to suit your business. This cannot be changed in the future. After you select the right use case, click on the Import button.

   📌 Yes, it cannot be changed, but if you really need to change the use case, please get in touch with the support and we'll make a way to fix it for you.

   

5. New modal window appeared. You can select products to be imported into the Sakurabook app. Select the products you want to see in the app by clicking the checkboxes on the left side. Once you are done, click the Add button.

   ❗️ If you do not see any products to be added, go back to step 1. which describes how to add the correct tags to products.

   📌 If you select Rental space reservation use case, you should only see products with the Rental tag in the import selector. If you select Service reservation, you will see only products with the Service tag. AddOns can be imported later.

   📌 Have you selected Rental space reservation? Skip to step 8.

   

6. Since you selected Service reservation, you have now the option to create your first staff member. Click on the Add staff button and find yourself on the Staff creation screen. You can also Skip this step. Then jump straight to the step 8.

   

7. Please check out the detailed Create Staff guide, click Save in the top right corner. Congratulations. You have created your first staff. Then click on Dashboard in the top navigation menu.

   

8. Welcome to Sakurabook Dashboard! This is where you can see and manage all your bookings. Check the Manage Bookings guide for more details.

   

9. Now we refer to Usage Guides where you can find details about setting up prices for your products, managing bookings on the dashboard, setting up and changing options of your staff, rental spaces, and services, and changing the location of your business and all the other staff.

10. The very last step on our Sakurabook Admin Setup guide is a selection of your Billing plan. Navigate to Settings (top menu) and click on the Manage plan button under the Billing section. You've got several options, see details about Billing plans.

    📌 Each of the billing plans is limited by the number of paid bookings you can create per month/year. For example, the Standard plan with a monthly subscription is only for $19.90 and you can create 6.000 paid bookings. Moreover, when you subscribe for the first time, you'll get a 14-day free trial. You can test everything and decide if Sakurabook is the right app for you.

    

Sakurabook Booking Wizard Setup

Sakurabook app is installed in your Shopify store and you've successfully finished the previous guide. Now let's have a look at how to add the Sakurabook Booking Wizard into your customer-facing storefront, also called Shopify Theme.

📌 There is one prerequisite to be able to add Booking Wizard into your storefront. You need to have an Online Store sales channel installed in your store.

📌 We currently support following themes: Dawn, Craft, Refresh, Studio and Sense. The Booking Wizard should also work will plenty of others but we do not list them all here because not every Theme was tested. Some of the styles are inherited from the Theme itself, e.g. main color or font.

📌 Sakurabook team plans to bring you a brand new theme specifically for this app. It'll be tailor-made to both use cases.

💡 Troubleshooting: If anything goes wrong with the setting up of your Theme, get in touch with our Support, please.

1. Go to Online Store in the left main menu under the Sales channels section and click on Theme. It depends on what theme you have selected, but you should see the Current theme section. Click on the Customize button.

   

2. Now you find yourself in the Shopify Theme customization tool where you can fully set up your online store. In the top middle selection box with Templates, search the Products section which is the place where Sakurabook App block (Booking Wizard) needs to be placed.

   

3. In the left main menu, you should now see the page sections. Drop down the Product information section and clock on the Add block button. A new window pops up and it contains two lists, THEME BLOCKS, and APPS. Under the APPS list, you should see Booking Wizard from the Sakurabook app. Click on it and it will be added to your theme. The app should load itself even in the customization tool. All is now set. Click on the three dots menu in the top left corner of the screen and go to View to check it out in your customer-facing storefront.

   📌 If you want to change main button color, you can do so in the Theme editor - Theme settings (at the bottom of the left sidebar) - Colors - Accent 2.

   

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➡ What's next? Move to Usage Guides.