View source for Adding services, providers and availability(new interface)


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==Adding services==
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===How to create a service===
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In Manage//Services press "+" icon.
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[[File:Add service new.png | center]]
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In right-side menu insert the name of your service and write service description. <br>It is possible to use [[Custom_Features#HTML_Description_Field_for_Events | HTML formatting for service description]].<br>You can also upload picture of a service, and activate prices to [[Custom_Features#Accept_Payments | accept payments on-line]].
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[[File:Service settings.png | center]]
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===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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[[File:Service duration new.png | center]]
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It is possible to set service as [[Recurring_services(packs) | recurring]] here.
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[[File:Recurring new.png | center]]
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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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===How to set specific schedule for service===
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In Manage//Services//Service schedule tab move the sliders to set
open times for this service if it differs from usual company schedule.<br>
Or click on "Show advanced settings" if using the slots view is more convenient
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[[File: New service schedule.png | center]] 
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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.<.br>
You will be able to check it on "Advanced schedule" section.
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[[File:Advanced service schedule.png | center]]
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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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[[File: Special days new2.png | center]]  
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===How to set service as one-time event===
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In Manage//Services press "+" icon, insert name of your service and set description. Save settings.<br>
Switch to “Service schedule” tab, and enable the option "Do you want to set service on special days only?"
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[[File: Special days only.png | center]]
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and use the calendar, click on the dates that you want to open and set the schedule for these dates by moving the sliders(bright blue zone is open time).
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[[File:Special day settings new.png | center]]
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If you need to select several dates at once please switch on "Enable group dates selection?", select the dates to edit and click on "Setup schedule" to set the times.
[[File:Multiple dates.png | center]]
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===What if I need to group my services in categories===
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In Manage//Services switch to “Service categories” tab and enable [[Custom_Features#Service_Categories | “Service Categories” Custom Feature]].
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[[File:Enable categories new.png | center]]
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To create a category click on “+” and choose “Add category” option there, set category name, description, add picture if necessary and set its position on the booking page. <br>Save settings.
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[[File:Add category new 2.png | center]]
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Switch to “Category services” tab to attach services to this category”.
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[[File:Attach services to category new.png | center]]
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===What if I need to require some additional information from my clients at checkout===
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You can use [[Custom_Features#Intake_Forms | Intake Forms Custom Feature]].<br>
To enable it please switch to “Intake forms (questions)” tab and click on gray button.
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[[File:Intake forms service.png | center]]
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After it is activated click on “+” button to be redirected to page where you will be able to create necessary questions.
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[[File:Form redirect.png | center]]
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===How to limit bookings per service===
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In Manage//Services switch to “More options” tab to enable [[Custom_Features#Limit_Bookings | “Limit bookings” Custom Feature]].<br>
Then put a limit for this service in corresponding box. Save settings.
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[[File:Limit bookings new2.png | center]]
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If you need to limit booking for the whole system please put desired limit in Custom features//Limit bookings//Settings.
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===How to set specific notifications per service===
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In Manage//Services switch to “More options” tab to enable [[Custom_Features#Flexible_Notifications | “Flexible notifications” Custom Feature]] and create necessary templates.
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[[File:Flexible notif new.png | center]]
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===How can I promote my service===
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In Manage//Services switch to “More options” tab to enable [[Custom_Features#Simply_Smart_Promotions |  “Simply Smart Promotions” Custom Feature]] and create promotions to reward your clients.
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[[File:Service promotion.png | center]]
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===What else can I set with “More options” tab===
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You can use it to get to general notifications settings, settings related to system maximum and minimum allowed time before service reservation and set reminders for your clients to book again with [[Custom_Features#Book_Soon_Notification_System| Book Soon Custom Feature]].
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[[File:More options service new.png | center]]
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==Adding Providers==

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===How to add a provider===
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In Manage//Providers press +" icon.
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[[File:Add provider new.png | center]]
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In right-side menu insert the name insert the name of your service provider, set number of clients he/she can serve at a time and write service provider description.<br>You can also upload picture and set his/her phone number and email address if necessary. <br>Save settings.
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[[File:Provider settings new.png | center]]
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===How to attach services to provider===
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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.
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[[File:Services attached new 1.png | center]]
[[File:Services attached new 2.png | center]]
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===How to set schedule for provider===
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You can set regular schedule for providers in 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 desired positions(bright blue line will mean available time). <br>To make day of the week working/off use the switchers near days' names.
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[[File:Provider schedule new.png | center]]
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[[File:Day on-off.png | center]]
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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//Providers, choose necessary provider on the left and switch to “Service provider schedule” tab, choose "Show advanced settings" option and then "Special days tab. <br>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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[[File:Provider special days new2.png | center]]
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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. <br>
[[File: Provider special date.png | center]]
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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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[[File: Clear special day new.png | center]]
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===How can I sync provider’s bookings with Google or Outlook calendar===
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You can enable [[Custom_Features#Calendar_Sync | Calendar Sync Custom Feature]] in Manage//Providers//Calendar sync tab and click on “Add new calendar” button to connect calendar. <br>
[[Custom_Features#Calendar_Sync |Here]] is more info how to use it.
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[[File:Google sync new.png | center]]<br>
[[File:Google sync new 2.png | center]]<br>
[[File:Google sync new 3.png | center]]
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===What if my providers work on different locations===
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You can enable [[Custom_Features#Multiple_Locations | “Multiple Locations” Custom Feature]] in Manage//Providers//Service provider's locations tab, then click on “+” to create new location and choose “Add location option”, set location name, description, its position on the booking page and specify address if necessary. <br>Save settings.
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[[File:Locations new 1.png | center]]<br>
[[File:Locations new 2.png | center]]<br>
[[File:Locations new 3.png | center]]<br>
[[File:Add location new.png | center]]
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Switch to “Location providers” tab to attach providers to this location by checking corresponding boxes. Save settings.
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[[File:Attach providers to location new.png  | center]]
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===What can I set with “More options” tab===
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You can set there a specific color for provider’s bookings in Calendar with [[Custom_Features#Provider.27s_Color_Coding | Providers Color Coding Custom Feature]].
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[[File:Provider color.png | center]]
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Set specific notifications related to this provider bookings with [[Custom_Features#Flexible_Notifications | Flexible Notifications Custom Feature]].
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[[File:Flexible notifications new.png | center]]
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Or set reminders to book again to your clients with [[Custom_Features#Book_Soon_Notification_System | Book Soon Custom Feature]].

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[[File:Book soon new2.png | center]]
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==Other service and provider related settings==
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===I have both schedules for services and for providers===
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If you have both schedules for services and for providers, then only intersection of available time for service and for provider will be available for booking. <br>For example, service is available 9-12, provider is available 11-17, then only time 11-12 will be available for booking because earlier provider is not working and no one can perform the service and later, the service is not available.
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[[Adding_services,_providers_and_availability(new_interface)#How_to_set_specific_schedule_for_service | See instructions how to create schedules for services]]<br>
[[Adding_services,_providers_and_availability(new_interface)#How_to_set_schedule_for_provider | See instructions how to create schedules for providers]]
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''Note!'' Providers'/Services' working hours should be within opening hours of the company! If you can't open specific times for provider/service, please open those times for the company first and then for provider/service.
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===Opening hours vs special days===
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There are 2 types of time settings:
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'''Opening hours'''
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It is regular schedule you have on a weekly basis. If you are the only provider, you can set it in Time Settings // Company opening hours. If you have several providers, you can set their regular schedule in Manage//Providers, choose necessary provider on the left and switch to “Service provider schedule” tab or in Time settings // Provider schedule. For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by clicking on the corresponding slots. To make day of the week working/off use switcher near weekday names.
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[[File:Company schedule.png | center]]
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'''Special days'''
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Contrary to Opening hours, which is regular schedule, Special Days is schedule by date. If you do not have regular schedule or plan one-time event, you can use Special days to open/close only specific dates. To set specific schedule for company (Time settings // Company special days) or provider (Manage//Providers, choose necessary provider on the left and switch to “Service provider's special days” tab or Time settings // Provider special days) click on the date and insert the schedule you need or make it a day off. This feature can be used if you plan to open in a months and want to prevent bookings until then (make all days off before the opening date) or to insert national holidays in your schedule. Special days of the company are highlighted with yellow, providers' and services’ special days are highlighted with red.
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[[File:Company special days new.png | center]]
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''Note!'' Providers'/Services' working hours should be within opening hours of the company! If you can't open specific times for provider/service, please open those times for the company first and then for provider/service.
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