Changes

5,461 bytes added , 2 years ago

→‎How to set 24/7 or after 00.00 services

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==Adding services==

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:Video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=rEwLLnFsM2A&feature=youtu.be]]

===How to create a service===

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:~~Video tutorial [[File~~:~~Youtube~~-~~Logo.png|link=https~~:/~~/www.youtube.com/watch?v~~=~~rEwLLnFsM2A&feature=youtu.be]]~~

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In Manage -> Services press + button.

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~~In Manage/~~/~~Services~~ press "+~~" icon~~.

<nomobile>[[File:Create new service.png | center]]</nomobile>

<mobileonly>[[File:M add new service.png | center]]</mobileonly>

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In right-side ~~menu~~ insert the name of your service and add service description. It is possible to use [[Custom_Features#HTML_Description_Field_for_Events | HTML formatting for service description]] to change the font, its color, etc. You can also upload picture of a service, and activate prices to [[Custom_Features#Accept_Payments | accept payments on-line]].

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On the right-side of the page insert the name of your service and add service description. It is possible to use [[Custom_Features#HTML_Description_Field_for_Events | HTML formatting for service description]] to change the font, its color, etc. You can also upload picture of a service, and activate prices to [[Custom_Features#Accept_Payments | accept payments on-line]].

<nomobile>[[File:Add service details.png | center]]</nomobile>

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It may happen that you need to create several similar services with the same settings.

Cloning option will definitely help you.

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Please select the service you would like to make the copy of.

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Please select the service you would like to make the copy of.

[[File:Select the service.png | center]]

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Click on "Clone" button in the top right corner, confirm the copying of the settings.

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Click on Clone button in the top right corner, confirm the copying of the settings.

[[File:Service clone button.png | center]]

The following service settings will be copied:

*service name

*service description

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*service price if [[Custom_Features#Accept_Payments | Accept payments feature]] is enabled and set

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*service price if [[Custom_Features#Accept_Payments | Accept payments feature]] is enabled and set

*service image

*service schedule

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*[[Custom_Features#Flexible_Notifications | Flexible Notifications feature]] settings if enabled and set

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*[[Custom_Features#Flexible_Notifications | Flexible Notifications feature]] settings if enabled and set

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*[[Custom_Features#Book_Soon_Notification_System | Book Soon Notification System feature]] settings if enabled and set

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*[[Custom_Features#Book_Soon_Notification_System | Book Soon Notification System feature]] settings if enabled and set

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*[[Custom_Features#Appointment_at_Fixed_Time | Appointment at Fixed Time feature]] settings if enabled and set

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*[[Custom_Features#Appointment_at_Fixed_Time | Appointment at Fixed Time feature]] settings if enabled and set

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As the result, one more service will be added with "Clone" added to its name so that you will be able to easily see which services are the copies.

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As the result, one more service will be added with Clone added to its name so that you will be able to easily see which services are the copies.

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(You can edit these services names to adjust them to your needs in "Service Details" for the corresponding service)

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(You can edit these services names to adjust them to your needs in Service Details tab for the corresponding service)

[[File:Service clone result.png | center]]

===How to set service duration===

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In Manage//~~Services in~~ right-side ~~menu~~ choose ~~“Time details”~~ tab to set duration for your service.

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In Manage -> Services after the service selection on the right-side of the page choose Time details tab to set duration for your service.

<nomobile>[[File:Time details path.png | center]]</nomobile>

<mobileonly>[[File:M add service time details.png | center]]</mobileonly>

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It is possible to set service as [[Recurring_services(packs) | recurring]] here.

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It is also possible to set service as [[Recurring_services(packs) | recurring]] here.

<nomobile>[[File:Make service recurring.png | center]]</nomobile>

<mobileonly>[[File:M make service recurring.png | center]]</mobileonly>

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As well you can set fixed starting times for your service. Please check more about Appointment at Fixed Time Custom Feature [[Custom_Features#Appointment_at_Fixed_Time | here]].

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As well you can set fixed starting times for your service. Please check more about Appointment at Fixed Time Custom Feature [[Custom_Features#Appointment_at_Fixed_Time | here]].

===How to set specific schedule for service===

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In Manage//Services//Service schedule tab move the sliders to set

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In Manage -> Services -> select the service -> Service schedule tab move the sliders to set

open times for this service if it differs from usual company schedule.

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Or click on "Show advanced settings" if using the slots view is more convenient for you.

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Or click on Show advanced settings if using the slots view is more convenient for you.

<nomobile>[[File: Edit service schedule.png | center]] </nomobile>

<mobileonly>[[File:M set service schedule.png | center]]</mobileonly>

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If the service has the same schedule as company you do not ~~have~~ to change anything there, it will be applied automatically.

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If the service has the same schedule as company you do not need to change anything there, it will be applied automatically.

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You will be able to check it on "Advanced schedule~~" section~~.

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You will be able to check it on Advanced schedule page.

<nomobile>[[File:Services - company schedule.png | center]]</nomobile>

<mobileonly>[[File:M service advanced schedule- company default.png | center]]</mobileonly>

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If you need to set some exceptions in service schedule for holidays or other needs please choose ~~“Special days”~~ tab there and set times for desired dates.

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If you need to set some exceptions in service schedule for holidays or other needs please choose Special days tab there and set times for the desired dates.

<nomobile>[[File: Service special days.png | center]]</nomobile>

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===How to set 24/7 or after 00.00 services===

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If your services will cross midnight, after you set up your availability make sure to set "Allow service to extend over closing hours" to "Yes" in Settings//~~Configuration.~~

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If your services will cross midnight, after you set up your availability make sure to set Allow service to extend over closing hours to Yes in Settings -> Main configuration.

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:'''''You may also need:'''''

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<div style= "padding: 40px 30px; border-radius:20px; width: fit-content; width:-moz-max-content; background: #f1f6ff">'''''You may also need:'''''

*[[How_to_set_my_availability#I_have_both_schedules_for_services_and_for_providers|Schedules relations]]

*[[Events_(services_on_particular_dates)|How to set service as one-time event]]

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*[[Adjusting_notifications#How_to_enable.2Fdisable_bookings_notifications_and_adjust_your_templates|Default booking notifications]]

*[[Time_and_date_settings|Time and date settings]]

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*[[Book_Soon_Notification_System_custom_feature|Add reminders to book again]]

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*[[Book_Soon_Notification_System_custom_feature|Add reminders to book again]]</div>

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==Adding Providers==

:Video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=rEwLLnFsM2A&feature=youtu.be]]

===How to add a provider===

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In Manage//Service Providers press +~~" icon~~.

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In Manage -> Service Providers press + button.

<nomobile>[[File: Create new provider.png | center]]</nomobile>

<mobileonly>[[File:M create new provider.png | center]]</mobileonly>

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In right-side ~~menu~~ insert the name of your service provider, set number of clients he/she can serve at a time and write service provider description. You can also upload picture and set his/her phone number and email address if necessary. Save settings.

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On the right side of the page insert the name of your service provider, set number of clients he/she can serve at a time and write service provider description. You can also upload picture and set his/her phone number and email address if necessary. Save settings.

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'''Please note!''' Phone number should be added in international format for SMS notifications to be sent correctly.

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'''Please note!''' Phone number should be added in international format for SMS notifications to be sent correctly.

<nomobile>[[File: Add provider description new.png | center]]</nomobile>

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It may happen that you need to create several similar providers with the same settings.

Cloning option will definitely help you.

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Please select the provider you would like to make the copy of.

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Please select the provider you would like to make the copy of.

[[File:Select provider.png | center]]

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Click on "Clone" button in the top right corner, confirm the copying of the settings.

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Click on Clone button in the top right corner, confirm the copying of the settings.

[[File:Provider clone button.png | center]]

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*number of clients provider can serve at a time

*provider schedule

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*[[Custom_Features#Calendar_Sync | Calendar Sync feature]] settings if enabled and set

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*[[Custom_Features#Calendar_Sync | Calendar Sync feature]] settings if enabled and set

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*[[Custom_Features#Flexible_Notifications | Flexible Notifications feature]] settings if enabled and set

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*[[Custom_Features#Flexible_Notifications | Flexible Notifications feature]] settings if enabled and set

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*[[Custom_Features#Book_Soon_Notification_System | Book Soon Notification System feature]] settings if enabled and set

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*[[Custom_Features#Book_Soon_Notification_System | Book Soon Notification System feature]] settings if enabled and set

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As the result, one more provider will be added with "Clone" added to its name so that you will be able to easily see which providers are the copies.

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As the result, one more provider will be added with Clone added to its name so that you will be able to easily see which providers are the copies.

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(You can edit these providers names to adjust them to your needs in "Service provider details" for the corresponding provider)

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(You can edit these providers names to adjust them to your needs in Service provider details tab for the corresponding provider)

[[File:Provider clone result.png | center]]

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===How to attach services to provider===

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In Manage//Service Providers switch to ~~“Services~~, attached to this service ~~provider”~~ tab and check the boxes with services this provider will perform. Save settings.

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In Manage -> Service Providers -> select the provider -> switch to Services, attached to this service provider tab and check the boxes with services this provider will perform. Save settings.

<nomobile>[[File: Attach provider to services.png | center]]</nomobile>

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===How to set schedule for provider===

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You can set regular schedule for providers in Manage//Service Providers, choose necessary provider on the left and switch to ~~“Service~~ provider ~~schedule”~~ tab. For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by moving the sliders to desired positions(bright blue line will mean available time). To make day of the week working/off use the switchers near days' names.

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You can set regular schedule for providers in Manage -> Service Providers, choose necessary provider on the left and switch to Service provider schedule tab. For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by moving the sliders to desired positions(bright blue line will mean available time). To make day of the week working/off use the switchers near days' names.

<nomobile>[[File: Provider schedule v3.png | center]]</nomobile>

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===How to set schedule for holidays and other specific dates===

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You can set schedule for some specific date for provider in Manage//Service Providers, choose necessary provider on the left and switch to ~~“Service~~ provider ~~schedule”~~ tab, choose "Show advanced settings" option and then "Special days" tab. For example, if you work differently on certain date or have day off, you can click on the date and set schedule by clicking on the corresponding slots to make them available (bright blue)/not available (light blue).

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You can set schedule for some specific date for provider in Manage -> Service Providers, choose necessary provider on the left and switch to Service provider schedule tab, choose Show advanced settings option and then Special days tab. For example, if you work differently on certain date or have day off, you can click on the date and set schedule by clicking on the corresponding slots to make them available (bright blue)/not available (light blue).

<nomobile>[[File:Provider special days v3.png | center]]</nomobile>

<mobileonly>[[File:M provider special days.png | center]]</mobileonly>

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To make some date working/off-day, click on the date and use "Is working day?" switcher near the schedule that appears in pop-up.

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To make some date working/off-day, click on the date and use Is working day? switcher near the schedule that appears in pop-up.

<nomobile>[[File: Special day editing.png | center]]</nomobile>

<mobileonly>[[File:M provider add special day.png | center]]</mobileonly>

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If you need to remove special day settings for some date, click on the date and press ~~white button~~ "clear special day".

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If you need to remove special day settings for some date, click on the date and press the clear special day button.

<nomobile>[[File: Clear special day.png | center]]</nomobile>

<mobileonly>[[File:M provider clear special day.png | center]]</mobileonly>

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:'''You may also need:'''''

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<div style= "padding: 40px 30px; border-radius:20px; width: fit-content; width:-moz-max-content; background: #f1f6ff">'''''You may also need:'''''

*[[How_to_set_my_availability#I_have_both_schedules_for_services_and_for_providers|Schedules relations]]

*[[Calendar_Sync_custom_feature|How to sync provider’s bookings with Google or Outlook calendar]]

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*[[Provider_Color_Coding_custom_feature|How to color code the provider appointments]]

*[[Flexible_Notifications_custom_feature|How to set specific notifications per provider]]

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*[[Book_Soon_Notification_System_custom_feature|Add reminders to book again]]

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*[[Book_Soon_Notification_System_custom_feature|Add reminders to book again]]</div>

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Changes

Adding services, providers and availability(new interface) (view source)

Revision as of 12:37, 9 August 2021