Difference between revisions of "Service/Provider relations"

From SimplyBook.me
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<span class="qa">[[How to create schedules for services?]]</span>
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<span class="qa">[[Adding_services,_providers_and_availability(new_interface)#How_to_set_specific_schedule_for_service | How to create schedules for services]]</span>
 
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<div class="mw-collapsible-content">
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:In our system, provider means not only a person who provides services, but also availability of the service/services related to that provider. Thus, service is available when provider related to that service is available. Consequently, it is possible to set up different schedules for service providers, and to connect service providers to specific services. In order to do this, follow the next steps:<br/>
+
:In our system it is possible to set schedules for each service. In order to do this, follow the next steps:<br/>
−
:1. Go to Manage // Providers // Add service provider button and create providers for each of your services. Read more about [[How_to_add_providers | adding providers]].<br/>
+
:1. Go to Manage // Services// Add service and create all necessary services.<br/>
−
:2. Then in Manage // Providers click on clock icon and set schedule for those providers.<br/>
+
:2. Then in Manage // Services click on "Service schedule" tab and set schedule for each service.<br/>
−
[[File:ChildrenTutorClockIcon750.png | center ]]<br/>
+
[[File:Service sxhedule new.png | center ]]<br/>
−
:3. In Manage // Services // Pen icon // This service is related to following providers choose provider in drop-down menu.<br/>
+
:3. In Manage // Services // "Service providers" tab you can relate this service to providers by checking corresponding boxes.<br>
−
[[File:ServiceProviderConnection400.png | center]]<br/><br/>
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(Read more about [[How_to_add_providers | adding providers]])<br/>
−
:Example: you have two services "Children" and "Adults" and you create two service providers "Children tutor" and "Adults' tutor" (even if there is only one performer for both services in reality). Then you relate each service to corresponding service provider (Children-Children tutor, Adults-Adults' Tutor) and set up working days for Children tutor to Monday and Wednesday for example and Adults' tutor to Tuesday and Thursday.
+
[[File:Service provider relation.png | center]]<br/><br/>
 
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<span class="qa">[[Events (services on particular dates)]]</span>
 
<span class="qa">[[Events (services on particular dates)]]</span>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
 +
<br>
 +
=New interface=
 +
<br>
 +
:1. In Manage//Services click on "+" icon to create new service.
 +
<br>
 +
[[File:Add_service_new.png | center ]]
 +
<br>
 +
:2. In Manage//Services choose "Service schedule" tab on the newly created service, click on "Adjust availability hours for this service" and make all days in regular schedule for a week off by clicking "make day off" on the top of each day (because you won't have weekly schedule, only on some specific dates).
 +
<br>
 +
[[File:Service_sxhedule_new.png | center]]
 +
<br>
 +
:3. Then click the second tab "Special days schedule" and click on the dates that you want to open and set the schedule for date by clicking on the slots to make them available (green) or not available (grey).
 +
<br>
 +
[[File:Service_special_days_new.png | center]]
 +
<br><br>
 +
=Old interface=
 +
<br>
 +
==Option 1 (as Service with its own schedule)==
 +
:1. In Manage//Services//Add service, create new service.
 +
<br>
 +
[[File:AddServiceButton750.png | 750px | center ]]
 +
<br>
 +
:2. Manage//Services//clock icon on the newly created service//make all days in regular schedule for a week off by clicking "make day off" on the top of each day (because you won't have weekly schedule, only on some specific dates).
 +
<br>
 +
[[File:Clock icon on service.png| center]]
 +
<br>
 +
''Note! For older companies you will need to enable schedules for services first in Settings//Configuration//Hide special times settings for services//No//Save settings.''
 +
:3. Then click the second tab "Special days schedule"// click on the dates that you want to open and set the schedule for date by clicking on the slots to make them available (green) or not available (grey).
 +
<br>
 +
[[File:Specail days tab.png| center]]
 +
<br>
 +
==Option 2 (as Event with additional provider created)==
 +
<br>
 
:1. Press "Add event" button in  Manage // Services and create title for event. ''For example, Music Festival.''
 
:1. Press "Add event" button in  Manage // Services and create title for event. ''For example, Music Festival.''
  
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:5. Number of participants. How many clients can book 1 particular time during this event. ''For example, 3.''<br/>
 
:5. Number of participants. How many clients can book 1 particular time during this event. ''For example, 3.''<br/>
−
 
+
<br>
 
[[File:EventSettings400.png | center ]]<br/><br/>
 
[[File:EventSettings400.png | center ]]<br/><br/>
−
 
+
<br>
 
''According to the settings configured in the example, we will receive the following event: Music Festival, open 3-9 April, 10am-18pm, services available each hour. 1 hour can be booked by 3 people.''
 
''According to the settings configured in the example, we will receive the following event: Music Festival, open 3-9 April, 10am-18pm, services available each hour. 1 hour can be booked by 3 people.''
 +
<br><br>
  
 
;How events work
 
;How events work
 +
<br>
 
The general logic of event is creating Service + Provider related to it with dates selected in the settings of event as special days of provider. Event creates service+provider related to it with identical name. In order to preserve proper functioning of event on the dates needed, you should not delete provider with identical name related to event (but you can easily change his/her name) and should not disconnect provider from event.  ''For example, when you created event "Music Festival, open 3-9 April, 10am-18pm, services available each hour. 1 hour can be booked by 3 people." it is service Music Festival with duration 1 hour + provider Music Festival, who works 3-9 April, 10am-18pm and can serve 3 people at a time.''<br/>
 
The general logic of event is creating Service + Provider related to it with dates selected in the settings of event as special days of provider. Event creates service+provider related to it with identical name. In order to preserve proper functioning of event on the dates needed, you should not delete provider with identical name related to event (but you can easily change his/her name) and should not disconnect provider from event.  ''For example, when you created event "Music Festival, open 3-9 April, 10am-18pm, services available each hour. 1 hour can be booked by 3 people." it is service Music Festival with duration 1 hour + provider Music Festival, who works 3-9 April, 10am-18pm and can serve 3 people at a time.''<br/>
−
[[File:MusicFestival600.png | center]]
+
[[File:Event new theme.png | center]]
 +
<br><br>
 
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</div>
 
</div>
 
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<span class="qa">[[Recurring services(packs)]]</span>
 
<span class="qa">[[Recurring services(packs)]]</span>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
 +
<br><br>
 
You can create recurring services and enable your clients to book a particular amount of sessions.  
 
You can create recurring services and enable your clients to book a particular amount of sessions.  
−
 
+
<br>
 +
<br>
 
'''How to create recurring service:'''
 
'''How to create recurring service:'''
 +
<br><br>
 +
:1. Go to Manage // Services // "Time details" tab (or Manage // Services // Pen icon if you are using old interface) on the needed service.
  
−
:1. Go to Manage // Services // Pen icon on the needed service.
+
:2. Enable "Make service recurring (pack)?" there
−
 
+
[[File:New recurring.png | center]]
−
:2. Press "Edit recurring settings" button in the bottom of the service window.
+
<br><br>
−
 
+
(or press "Edit recurring settings" button at the bottom of the service window in old interface and click "Make event recurring" link (should become bold and green))
−
:3. When recurring settings open click "Make event recurring" link (should become bold and green).<br/>
+
<br>
−
[[File:RecurringSettingsDialog400.png | center ]]<br/>
+
[[File:RecurringSettingsDialog400.png | center ]]
−
:4. Choose when your service will repeat. Select "Weekly" interval and day/days of the week (e.g Mondays) when your service occurs. If you need more specific intervals, you can choose "Fixed interval (days)" and set your service to reoccur every 14 days, for example.  
+
<br><br>
 +
:4. Choose when your service will repeat. Select "Repeat weekly (please select week days)" (or "Weekly" interval if in old interface) and day/days of the week (e.g Mondays) when your service occurs. <br>
 +
:If you need more specific intervals, you can choose "Or repeat each"(or "Fixed interval (days)" if in old interface) and set your service to reoccur every 14 days, for example.  
  
 
:5. Choose the mode for the bookings. Available modes:
 
:5. Choose the mode for the bookings. Available modes:
−
::'''Not allow''' - not allow recurring bookings if one of dates in between unavailable.
+
::'''Not allow''' - not allow recurring bookings if one of dates in between unavailable (Using the example below, if 15th is busy, the system will not allow to book 1st and 8th, only days after busy day).
−
::'''Book only on available date''' - only book on available dates and skip unavailable dates.
+
::'''Book only on available date''' - only book on available dates and skip unavailable dates (Using the example below, if 15th is busy,  the system will allow you to book 1st and 8th and 22nd (only 3 out of 4).
−
::'''Add appointments''' - book on all available dates and add dates behind for unavailable in between dates.
+
::'''Add appointments''' - book on all available dates and add dates behind for unavailable in between dates (Using the example below, if 15th is busy,  the system will book 1 and 8th and 22nd + 1 day instead of busy 15th, which is  August 29th).
  
 
:6. Set the number of times your service will repeat in "Repeat count".
 
:6. Set the number of times your service will repeat in "Repeat count".
  
 
::''Example'': If you set up Mondays and repeat count 4, when clients book this service from booking page, they will book 4 Mondays at once.  
 
::''Example'': If you set up Mondays and repeat count 4, when clients book this service from booking page, they will book 4 Mondays at once.  
−
 
+
[[File:Recurring on month schedule.PNG |center]]
−
'''Please note!''' Sometimes, to display service only for certain days of the week, or certain dates, you will need to create specific schedule for this service. See these instructions [[How_to_create_schedules_for_services%3F | how to create different schedules for services]]
 
 
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<span class="qa">[[How_to_add_categories_or_locations%3F| Working on different locations]]</span>
 
<span class="qa">[[How_to_add_categories_or_locations%3F| Working on different locations]]</span>
 
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<div class="mw-collapsible-content">
−
[[Plugins#Unit_location| '''Locations''']] are designed to group providers. Can be added with the help of [[Plugins#Unit_location| Unit Location plugin]].  
+
[[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 'Unit Location" plugin and add locations either in the settings of the plugin or in Manage//Providers//Add location. Click on "manage" icon of the location and from the drop-down list select service providers to connect with location.
+
Enable "Multiple Locations" custom feature and add locations either in the settings of the feature or in Manage//Providers//Add location. Click on "Location providers" tab of the location and check corresponding boxes to connect providers with location.
 
</div>
 
</div>
 
</div>
 
</div>
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<span class="qa">[[How_to_add_categories_or_locations%3F| Having many services]]</span>
 
<span class="qa">[[How_to_add_categories_or_locations%3F| Having many services]]</span>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
−
[[Plugins#Service_categories| '''Categories''']] are designed to group services. Can be added with the help of [[Plugins#Service_categories| Service Categories]] plugin.
+
[[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 [[Plugins#Service_categories| Service Categories]]  plugin. In Manage//Services//add category create all necessary categories. Click on "manage" icon of the category and from the drop-down list select service to connect with category.
+
Enable [[Custom_Features#Service_Categories | Service Categories]]  feature. In Manage//Services//Add category create all necessary categories. Click on "Category services" tab of the category and check necessary boxes to connect services with category.
 
</div>
 
</div>
 
</div>
 
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<span class="qa">[[Providers do only certain services]]</span>
 
<span class="qa">[[Providers do only certain services]]</span>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
−
In Settings // Service providers // Connect services to service providers, drag and drop boxes with services to corresponding service providers<br/>
+
In Manage// Providers // "Services, attached to this service provider" tab check boxes with services to connect them to chosen service provider<br/>
−
[[File:ServiceProviderConnectionSettings750.png | center ]]<br/>
+
[[File:Services attached new 2.png | center ]]<br/>
−
 
 
−
or
 
−
 
 
−
In Manage // Services // Pen icon // This service is related to following providers choose providers who can do the service.<br/>
 
−
[[File:ServiceProviderConnection400.png | center]]<br/>
 
 
</div>
 
</div>
 
</div>
 
</div>
 
<br/>
 
<br/>

Revision as of 17:45, 1 May 2017

How to create schedules for services

In our system it is possible to set schedules for each service. In order to do this, follow the next steps:
1. Go to Manage // Services// Add service and create all necessary services.
2. Then in Manage // Services click on "Service schedule" tab and set schedule for each service.
Service sxhedule new.png

3. In Manage // Services // "Service providers" tab you can relate this service to providers by checking corresponding boxes.

(Read more about adding providers)

Service provider relation.png



Events (services on particular dates)


New interface


1. In Manage//Services click on "+" icon to create new service.


Add service new.png


2. In Manage//Services choose "Service schedule" tab on the newly created service, click on "Adjust availability hours for this service" and make all days in regular schedule for a week off by clicking "make day off" on the top of each day (because you won't have weekly schedule, only on some specific dates).


Service sxhedule new.png


3. Then click the second tab "Special days schedule" and click on the dates that you want to open and set the schedule for date by clicking on the slots to make them available (green) or not available (grey).


Service special days new.png



Old interface


Option 1 (as Service with its own schedule)

1. In Manage//Services//Add service, create new service.


AddServiceButton750.png


2. Manage//Services//clock icon on the newly created service//make all days in regular schedule for a week off by clicking "make day off" on the top of each day (because you won't have weekly schedule, only on some specific dates).


Clock icon on service.png


Note! For older companies you will need to enable schedules for services first in Settings//Configuration//Hide special times settings for services//No//Save settings.

3. Then click the second tab "Special days schedule"// click on the dates that you want to open and set the schedule for date by clicking on the slots to make them available (green) or not available (grey).


Specail days tab.png


Option 2 (as Event with additional provider created)


1. Press "Add event" button in Manage // Services and create title for event. For example, Music Festival.
2. In "Event Time Settings" select the date interval (several consecutive days) for your event or date set (set of separate dates). For example, 3-9 April.
3. Define event start and end time here (when you will be accepting clients). For example, 10am-18pm.
4. Change event duration if necessary. Select the duration of service you will provide. For example, 1 hour.
5. Number of participants. How many clients can book 1 particular time during this event. For example, 3.


EventSettings400.png



According to the settings configured in the example, we will receive the following event: Music Festival, open 3-9 April, 10am-18pm, services available each hour. 1 hour can be booked by 3 people.

How events work


The general logic of event is creating Service + Provider related to it with dates selected in the settings of event as special days of provider. Event creates service+provider related to it with identical name. In order to preserve proper functioning of event on the dates needed, you should not delete provider with identical name related to event (but you can easily change his/her name) and should not disconnect provider from event. For example, when you created event "Music Festival, open 3-9 April, 10am-18pm, services available each hour. 1 hour can be booked by 3 people." it is service Music Festival with duration 1 hour + provider Music Festival, who works 3-9 April, 10am-18pm and can serve 3 people at a time.

Event new theme.png




Recurring services(packs)



You can create recurring services and enable your clients to book a particular amount of sessions.

How to create recurring service:

1. Go to Manage // Services // "Time details" tab (or Manage // Services // Pen icon if you are using old interface) on the needed service.
2. Enable "Make service recurring (pack)?" there
New recurring.png



(or press "Edit recurring settings" button at the bottom of the service window in old interface and click "Make event recurring" link (should become bold and green))

RecurringSettingsDialog400.png



4. Choose when your service will repeat. Select "Repeat weekly (please select week days)" (or "Weekly" interval if in old interface) and day/days of the week (e.g Mondays) when your service occurs.
If you need more specific intervals, you can choose "Or repeat each"(or "Fixed interval (days)" if in old interface) and set your service to reoccur every 14 days, for example.
5. Choose the mode for the bookings. Available modes:
Not allow - not allow recurring bookings if one of dates in between unavailable (Using the example below, if 15th is busy, the system will not allow to book 1st and 8th, only days after busy day).
Book only on available date - only book on available dates and skip unavailable dates (Using the example below, if 15th is busy, the system will allow you to book 1st and 8th and 22nd (only 3 out of 4).
Add appointments - book on all available dates and add dates behind for unavailable in between dates (Using the example below, if 15th is busy, the system will book 1 and 8th and 22nd + 1 day instead of busy 15th, which is August 29th).
6. Set the number of times your service will repeat in "Repeat count".
Example: If you set up Mondays and repeat count 4, when clients book this service from booking page, they will book 4 Mondays at once.
Recurring on month schedule.PNG


Working on different locations

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 feature or in Manage//Providers//Add location. Click on "Location providers" tab of the location and check corresponding boxes to connect providers with location.


Having many services

Categories are designed to group services. Can be added with the help of Service Categories custom feature.

How to add

Enable Service Categories feature. In Manage//Services//Add category create all necessary categories. Click on "Category services" tab of the category and check necessary boxes to connect services with category.


Providers do only certain services

In Manage// Providers // "Services, attached to this service provider" tab check boxes with services to connect them to chosen service provider

Services attached new 2.png


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