Open Planner
Go to Planner. Use it to set customer pickup and delivery dates, choose products and quantities, and keep track of baking tasks. The main actions are Add to Planner and Weekly Schedule. Planner settings contains Booking settings, Calendar sync, and Manage locations.
Two scheduling systems
Specific Dates/Drops: one-time or recurring windows such as a market, launch, preorder, or limited run. Each drop edition can include multiple days, time blocks, and pickup locations, sharing one product list and one inventory pool.
Weekly Schedule: ongoing pickup or delivery availability. Products and schedules are assigned per location and fulfillment type; simple and variant stock remains global.
A reliable Planner routine
Create or confirm a location.
Choose Weekly Schedule or create a Specific Date/Drop.
For Weekly Schedule, assign products by location and fulfillment mode. For a drop, attach its shared menu and choose the locations offered by each block.
Set the customer ordering schedule and cutoff.
Block holidays or product-specific dates when necessary.
Review inventory and open the customer-facing products link to test the result.
What customers see
Customers see only the options that are active, within the booking horizon, before the order cutoff, not blocked, and eligible for the selected location and fulfillment mode.
Common problems
Calendar event exists but product is absent: attach the product to the window or save its Weekly Schedule assignment.
A recurring event behaves differently on one date: check for edition-level schedule or product exceptions.
Customers cannot select a future recurring date: review Booking settings and the advance booking limit.
Understand shared drop editions
An edition is one occurrence of a drop, including all of its pickup and delivery blocks. Thursday and Saturday can belong to the same edition. Products and inventory are shared across those days and locations; they are not duplicated for each calendar entry. The next recurring edition has its own stock.
The anchor date identifies the edition. Moving it shifts all blocks by the same number of days. Use Edit all dates for a recurring pattern change and the selected edition for a one-off exception. Follow the shared-drop setup guide.
Stop or reopen ordering for one edition
Select the edition in Planner and use Customer orders, visible across Schedule, Products, and Inventory. Stop accepting orders immediately closes that edition across all of its pickup days and locations while leaving existing orders, pickups, reservations, and inventory intact. Other recurring editions are unchanged, and the closed edition remains in your Planner.
Reopen orders lets you confirm a future cutoff and choose Reopen orders now. Change cutoff changes only the deadline; a manually closed edition remains closed until you reopen it. Use these controls to finish taking preorders rather than archiving the drop or moving booked pickup blocks. Follow the close, reopen, and cutoff guide.
Next steps
Plan availability
Plan: Planner, basic availability windows, and the first pickup location are available on Free. Additional locations and delivery follow the production entitlement matrix.
Keywords
Planner, availability, calendar, pickup, delivery, date drop, weekly schedule, inventory, booking settings