Account setup

Account setup

Hello and Welcome to Bob Go!

Let’s set up for success! We’ll guide you through the setup process to make sure you get the most out of your account.

Step 1: Add a default collection address

  1. In the left navigation panel, click Address book to open it.

  2. In the top-right corner,, click + Add address.

  3. Fill in the required collection address details.

  4. Enable the toggle to set it as a Collection address and use it as the default collection address.

  5. This address will be the default collection address for shipment creation and order fulfillment.

















Step 2: Set up predefined packages

Setting up predefined packages and configuring your preferences can significantly streamline and accelerate your order fulfillment and shipping workflows.

  1. Navigate to Settings in the left navigation panel.
  2. Add package details in the Shipping tab.
  3. Mark a package as a default; this is the package size the system will always revert to. 




Step 3: Set email notification settings


Edit and customise the emails that are sent to your customers as their parcel goes through the delivery process.

Navigate to Settings in the left navigation panel and select notifications in the top menu. You will be able to see the notification currently set up, with an indication of whether or not they have already been customised. You can use the arrow icon to restore the default template or the pencil icon to edit the template. The editor modal is simple and easy to use, with placeholder functions to customise your notifications. Once you have made the required changes, you can either test, send a test email, or save the template.



Step 4: Add billing details


Add your billing details, set up your payment method, and top up your account before you start shipping. Navigate to account in the left navigation panel and set up your details in the billing tab. 



Step 5: Top up your account


To ship your first parcel, you will need to add money to your account. You will not be able to ship with a negative balance, and you are able to top up your account at any stage. This will allow you to make a payment towards your account balance as needed or desired.