Categories and Locations: Difference between revisions
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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: | [[File: Create new category v3.png | center ]] | ||
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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: | [[File:Create new location v3.png | center ]]<br/> | ||
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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. | ||
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[[File: | [[File:Attach provider to services v3.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. | ||
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[[File:Attach | [[File:Attach location to provider.png | center]] | ||
<br><br> | <br><br> | ||
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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 | :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 | [[File:Provider schedule v3 new.png | center]] | ||
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: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. | ||
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[[File:Attach | [[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: | [[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" | ||