GUIDE Insta Leads Pre-Book

How Pre-Book works.

From the first link you post on WhatsApp Status to the last box you hand over. Set it up once in about 15 minutes — then it runs the same way every day.

Part 1

Set up once — about 15 minutes.

Everything here can be changed later. Start simple: products, one pickup spot and a cut-off.

1

Add your products

Name, price, photos and what's in a pack. Got a long list? Download the Excel template, fill it in and import everything in one go — photos can be added afterwards.

  • Pack sizes with their own price, like 250 g / 500 g / 1 kg
  • A daily limit for each product — how many you can make for one day
  • A category (Sweets, Snacks, Meals) and Veg / Non-veg / Egg and “Serves” tags — buyers can filter by them
Tip: start with your 10 best sellers.
2

Decide where buyers get their order

Add pickup spots — your home gate, a park, a shop counter — each with its own address, map link, timing and days. Or deliver to the apartment communities you serve.

  • Each spot can have a maximum number of orders per day
  • For delivery: list towers, set a delivery fee, free delivery above an amount and a minimum order
  • Buyers can ask you to add their community — you approve it
3

Set your cut-off, or Morning and Evening slots

Keep it simple with one cut-off (orders by 9 PM are for tomorrow), or add up to three slots with their own times, cut-offs, order limits and menus.

  • Example: Morning 7–9 AM, book by 9 PM the day before
  • Evening 5–7 PM, book by 1 PM the same day, with a smaller menu
  • Let buyers book up to 14 days ahead, and add weekly closed days and holidays
4

Connect payments

Connect your own Razorpay or Cashfree account, or take UPI to your UPI ID. Money goes straight to you.

  • Optional: let regular buyers pay at pickup or on delivery, with an amount limit
  • Optional: an automatic discount, like 5% off orders of ₹500 or more
5

Turn on pre-booking and share your link

Switch the store to pre-booking, then share your link on WhatsApp Status, community groups and Instagram — or print the QR code for your counter.

About 15 minutes from start to your first shared link.
Part 2

What your buyer sees.

No app, no account. Just your link — and it remembers their details for next time.

1

Opens your link and picks a day

A row of days at the top shows each slot as Open, Full, Sold out, Closed or Cut-off passed — with your note, like “Closed for Diwali”.

2

Adds items from that slot's menu

Only what you make for that slot shows up. Items that hit their daily limit say “Fully booked for Sat” — the buyer can try another day.

3

Chooses pickup or doorstep delivery

For pickup they choose a spot. For delivery they pick their community, tower and flat, and see the delivery fee and minimum order straight away.

4

Pays and gets a WhatsApp confirmation

UPI, card or netbanking straight to you — or pay later if you allow it. They get a WhatsApp confirmation with the date, time and place.

5

Gets a reminder and collects

On the day they get a reminder. At pickup they show the QR on their order page; you scan it and tap Collected. They get a thank-you with a one-tap reorder link.

  • They can start a weekly repeat of the same order
  • If you allow it, they can cancel themselves until the cut-off
Part 3

A day with Pre-Book.

Example: Morning slot 7–9 AM booked by 9 PM the night before, and an Evening slot booked by 1 PM.

Bookings close for tomorrow morning

Unpaid bookings lapse. You get the prep summary on WhatsApp: how much of each product, and orders per spot or community.

Print the prep sheet and lists

Totals by slot, pickup lists with a tick box per order, and the delivery route by community, tower and flat.

Buyers get their reminder

Each buyer with a paid order for today gets a WhatsApp reminder with their time and place. Later slots are reminded 2 hours before they start.

Pickups and deliveries

Tap “Mark all ready & notify” for a spot, scan buyers' QR codes to hand over, or mark a whole community “Out for delivery”. Running late? Message everyone at the spot in one tap.

Evening slot closes

The evening batch gets its own summary and lists — same routine, smaller menu.

Stay in control

Close a date, switch a slot off or mark something sold out from the Calendar. Collect “pay later” amounts at handover — marking the order collected records the payment.

Part 4

Stay in control on busy days.

  • ✓Close any date with a note buyers can see — festivals, travel, family functions
  • ✓Switch one slot off, or mark a slot or a single product sold out for a day
  • ✓Daily limits and order caps so you never take more than you can make
  • ✓Unpaid bookings lapse at the cut-off, so the sheet only counts real orders
  • ✓Every paying buyer is saved in your Insta Leads CRM, ready for offers and repeat orders

Next 14 days

What buyers see for each day

DateMorningEvening
Fri, 24 OctCut-off passedOpen · 3 left
Sat, 25 OctFull 40/40Open
Sun, 26 OctClosed Family function
Mon, 27 OctOpenSold out

Ready to try it with real orders?

Start the free trial — Mini Store and Pre-Book are switched on for the whole trial. No card needed.

Start your free Pre-Book trial →