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WhatsApp settings

The customer settings page lives at /whatsapp-settings/ and requires sign-in. Despite the route name, it covers more than just WhatsApp: it is the main customer settings surface for preferred pickup location, default payment gateway, WhatsApp number, and saved payment methods where supported.

What this flow covers

  • Opening the customer settings page
  • Understanding the sign-in requirement
  • Updating the WhatsApp number
  • Choosing preferred pickup and payment defaults
  • Managing saved payment details where supported

Open the settings page

1. Use the Settings item in the storefront navigation

The customer-facing navigation exposes Settings as a bottom-nav destination.

Live screenshotStorefront settings nav item
Storefront settings nav item
static/img/storefront/whatsapp-settings/placeholder.svg

2. Sign in if prompted

If the customer is not authenticated, the route first shows the Google sign-in page.

Live screenshotSettings route sign-in requirement
Settings route sign-in requirement
static/img/storefront/whatsapp-settings/placeholder.svg

3. Open the Customer Settings page after sign-in

The page headline explains that customers can manage preferred pickup location, default payment gateway, WhatsApp number, and saved payment card details when supported.

Live screenshotCustomer settings overview
Customer settings overview
static/img/storefront/whatsapp-settings/placeholder.svg

Update WhatsApp details

4. Review the WhatsApp number field

Use the saved profile number here when the customer wants pickup updates tied to their account.

Live screenshotWhatsApp number setting
WhatsApp number setting
static/img/storefront/whatsapp-settings/placeholder.svg

5. Save the updated WhatsApp number

Use a full international-format number where required so the storefront can use it consistently in WhatsApp flows.

Live screenshotSave WhatsApp number changes
Save WhatsApp number changes
static/img/storefront/whatsapp-settings/placeholder.svg

Update customer preferences

6. Choose the preferred pickup location

The settings flow can save a default collection location so future checkouts are faster.

Live screenshotPreferred collection location setting
Preferred collection location setting
static/img/storefront/whatsapp-settings/placeholder.svg

7. Review the default payment gateway choice

If the storefront offers multiple supported gateways, this page can persist the customer default for faster future checkout.

Live screenshotDefault payment gateway setting
Default payment gateway setting
static/img/storefront/whatsapp-settings/placeholder.svg

8. Review saved card controls when available

When Stripe or PayFast saved-card settings are enabled, the page can expose saved payment management controls.

Live screenshotSaved card management state
Saved card management state
static/img/storefront/whatsapp-settings/placeholder.svg

Good practice

  • Treat this page as the signed-in customer profile surface, not only a WhatsApp page.
  • Use the same WhatsApp number here that was used during guest checkout if the customer wants to link older orders later.
  • Capture separate screenshots for signed-out redirect, signed-in overview, and saved-card states because they are different experiences.