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| [[Custom_Features#Service_Categories| Categories]] are designed to group services. Can be added with the help of [[Custom_Features#Service_Categories| Service Categories]] Custom Feature. | | [[Custom_Features#Service_Categories| Categories]] are designed to group services. Can be added with the help of [[Custom_Features#Service_Categories| Service Categories]] Custom Feature. |
| ;How to add: | | ;How to add: |
− | :Enable [[Custom_Features#Service_Categories| Service Categories]] Custom Feature. In Manage // Services // Add category create all necessary categories. Click on "Category services" tab for corresponding category and check the boxes with services to connect with category.<br/> | + | :Enable [[Custom_Features#Service_Categories| Service Categories]] Custom Feature. In Manage // Services // Add a new category create all necessary categories. Click on "Category services" tab for corresponding category and check the boxes with services to connect with category.<br/> |
− | [[File: Add category new 2.png | center ]] | + | [[File: Create new category v3.png | center ]] |
| </div> | | </div> |
| </div> | | </div> |
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| [[Custom_Features#Multiple_Locations| Locations]] are designed to group providers. Can be added with the help of [[Custom_Features#Multiple_Locations| Multiple Locations Custom Feature]]. | | [[Custom_Features#Multiple_Locations| Locations]] are designed to group providers. Can be added with the help of [[Custom_Features#Multiple_Locations| Multiple Locations Custom Feature]]. |
| ;How to add: | | ;How to add: |
− | :Enable "[[Custom_Features#Multiple_Locations |Multiple Locations]]" Custom Feature and add locations either in the settings of the Custom Feature or in Manage // Providers // Add location. Click on "Location providers" tab for corresponding location and check the boxes with service providers to connect to location.<br/> | + | :Enable "[[Custom_Features#Multiple_Locations |Multiple Locations]]" Custom Feature and add locations either in the settings of the Custom Feature or in Manage // Providers // Add a new location. Click on "Location providers" tab for corresponding location and check the boxes with service providers to connect to location.<br/> |
− | [[File:Add location new2.png | center ]]<br/> | + | [[File:Create new location v3.png | center ]]<br/> |
| </div> | | </div> |
| </div> | | </div> |
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| :1. In Manage//Providers switch to “Services, attached to this service provider” tab and check the boxes with services this provider will perform. <br>Save settings. | | :1. In Manage//Providers switch to “Services, attached to this service provider” tab and check the boxes with services this provider will perform. <br>Save settings. |
| <br> | | <br> |
− | [[File:Services attached new 1.png | center]] | + | [[File:Attach provider to services v3.png | center]] |
− | <br>
| |
− | [[File:Services attached new 2.png | center]]
| |
| <br><br> | | <br><br> |
| :2. In Manage//Providers choose location and switch to “Location providers” tab to attach providers to this location by checking corresponding boxes.<br> Save settings. | | :2. In Manage//Providers choose location and switch to “Location providers” tab to attach providers to this location by checking corresponding boxes.<br> Save settings. |
| <br> | | <br> |
− | [[File:Attach providers to location new.png | center]] | + | [[File:Attach location to provider.png | center]] |
| <br><br> | | <br><br> |
| </div> | | </div> |
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| 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. | | 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. |
| <br><br> | | <br><br> |
− | :1. To set individual schedule for provider please go to Manage//Providers, choose necessary provider on the left and switch to “Service provider schedule” tab. <br>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 green)/not available (light green). <br>To make day of the week working/off use switchers near weekday names. | + | :1. To set individual schedule for provider please go to Manage//Providers, choose necessary provider on the left and switch to “Service provider schedule” tab. <br>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). <br>To make day of the week working/off use switchers near weekday names. |
| <br><br> | | <br><br> |
− | [[File:Provider schedule new 1.png | center]] | + | [[File:Provider schedule v3 new.png | center]] |
− | <br>
| |
− | [[File:Provider schedule new.png | center]]
| |
| <br><br> | | <br><br> |
| :2. In Manage//Providers choose location and switch to “Location providers” tab to attach provider to location by checking corresponding boxes. Save settings. | | :2. In Manage//Providers choose location and switch to “Location providers” tab to attach provider to location by checking corresponding boxes. Save settings. |
| <br> | | <br> |
− | [[File:Attach providers to location new.png | center]] | + | [[File: Attach location to provider.png | center]] |
| </div> | | </div> |
| </div> | | </div> |
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| In Settings // General settings // Email and SMS settings insert the following variables into your email templates:<br/> | | In Settings // General settings // Email and SMS settings insert the following variables into your email templates:<br/> |
| <br> | | <br> |
− | [[File:Locations1.png | center ]] <br/><br/> | + | [[File:Add location variables.png | center ]] <br/><br/> |
| :'''[location]''' - value of field "Location name" | | :'''[location]''' - value of field "Location name" |
| :'''[location_address]''' - value of field "Location address" | | :'''[location_address]''' - value of field "Location address" |