Difference between revisions of "Adding services, providers and availability(new interface)"

Latest revision as of 13:34, 30 July 2024

See video tutorial on adding services and service providers

Adding services

Video tutorial

How to create a service

In Manage -> Services press + button.

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

How to clone a service

It may happen that you need to create several similar services with the same settings. Cloning option will definitely help you.
Please select the service you would like to make the copy of.

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

The following service settings will be copied:

service name
service description
service price if Accept payments feature is enabled and set
service image
service schedule
Flexible Notifications feature settings if enabled and set
Book Soon Notification System feature settings if enabled and set
Appointment at Fixed Time feature settings if enabled and set

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

How to set service duration

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

It is also possible to set service as recurring here.

As well you can set fixed starting times for your service. Please check more about Appointment at Fixed Time Custom Feature here.

How to set specific schedule for service

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

If the service has the same schedule as company you do not need to change anything there, it will be applied automatically.
You will be able to check it on Advanced schedule page.

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.

How to set 24/7 or after 00.00 services

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.

You may also need:

Adding Providers

Video tutorial

How to add a provider

In Manage -> Service Providers press + button.

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

How to clone a provider

It may happen that you need to create several similar providers with the same settings. Cloning option will definitely help you.
Please select the provider you would like to make the copy of.

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

The following provider settings will be copied:

provider name
provider description
provider phone and email address
provider image
number of clients provider can serve at a time
provider schedule
Calendar Sync feature settings if enabled and set
Flexible Notifications feature settings if enabled and set
Book Soon Notification System feature settings if enabled and set

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

How to attach services to provider

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.

How to set schedule for provider

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.

How to set schedule for holidays and other specific dates

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).

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.

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

You may also need:

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