Categories and Locations

How to add Category

Categories are designed to group services. Can be added with the help of Service Categories Custom Feature.

How to add

Enable Service Categories Custom Feature. Then in Manage // Services // "+" - create all necessary categories. Click on "Category services" tab for corresponding category and check the boxes with services to connect with category.

How to add Location

Locations are designed to group providers. Can be added with the help of Multiple Locations Custom Feature.

How to add

Enable "Multiple Locations" Custom Feature and add locations either in the settings of the Custom Feature or in Manage // Service Providers // "+" to add a new location. Click on "Location providers" tab for corresponding location and check the boxes with service providers to connect to location.

How to connect location with service

Locations can be related only to service providers, thus if you need to relate service to particular location, you need initially to relate service to service provider:

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

2. In Manage//Providers choose location and switch to “Location providers” tab to attach providers to this location by checking the corresponding boxes.
Save settings.

How to set schedule for location

You can set individual schedule for the provider and then relate provider to the location. Thus working hours of the provider related to location will automatically apply to location.

1. To set individual schedule for provider please go to 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 make time available (bright blue)/not available (light blue).
To make day of the week working/off use switchers near weekday names.

2. In Manage//Service Providers choose location and switch to “Location providers” tab to attach provider to location by checking corresponding boxes. Save settings.

How to add location variables to emails

In Settings // Email and SMS settings insert the following variables into your email templates:

[location] - value of field "Location name"

[location_address] - value of field "Location address"

[location_phone] - value of field "Location phone"