Getting started with Bob Go: set up your account in 5 steps

Getting started with Bob Go: set up your account in 5 steps

Getting started

Getting started with Bob Go: set up your account in 5 steps

Welcome to Bob Go! Complete these five steps to get your account ready for your first shipment.

Before creating your first shipment, we recommend setting up your collection address, billing details, account balance, package preferences and customer notifications.

Step 1: add a default collection address

Your default collection address is the location Bob Go will use automatically when creating shipments, unless another collection address is selected.

  1. Select Address book from the left navigation menu.
  2. Click + Add address in the top right corner.
  3. Enter the required collection address details.
  4. Enable the option to set the address as a Collection address.
  5. Set the address as your default collection address.
Add a default collection address in Bob Go

Step 2: add your billing details

Set up your billing information and payment details before you start shipping.

  1. Select Account from the left navigation menu.
  2. Open the Billing tab and complete the required billing and payment information.
Set up billing details in Bob Go

Step 3: top up your account

Before shipping your first parcel, make sure there are sufficient funds available on your Bob Go account.

You can top up your account at any stage by making a payment towards your account balance.

Important: Make sure your account has enough available balance to cover the shipments you want to create.

Step 4: set up predefined packages

Predefined packages save time during fulfillment by allowing you to reuse your most common parcel dimensions and weight details.

  1. Go to Settings in the left navigation menu.
  2. Open the Shipping tab and add your package details.
  3. Mark your most commonly used package as the default. Bob Go will automatically use this package unless another option is selected.
Set up predefined packages in Bob Go

Step 5: set up your email notifications

Customise the emails customers receive as their parcel moves through the delivery process.

  1. Go to Settings in the left navigation menu.
  2. Select Notifications from the top menu.
  3. Find the notification template you would like to customise.
  4. Use the pencil icon to edit the template or the restore option to return it to the default version.
  5. Once your changes are complete, send a test email or save the template.
Set up email notifications in Bob Go

Once these five steps are complete, your Bob Go account will be ready for you to start creating and managing shipments.