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Se video-vejledning om tilføjelse af tjenester og tjenesteudbydere

Tilføjelse af tjenester

Videovejledning

Sådan oprettes en service

I Administrer -> Tjenester skal du trykke på knappen +.

Indsæt navnet på din service i højre side af siden og tilføj en beskrivelse af servicen.
Du kan bruge HTML-formatering til servicebeskrivelsen for at ændre skrifttype, farve osv.
Du kan også uploade et billede af en service og aktivere priser for at acceptere onlinebetalinger.

Sådan klones en service

Det kan forekomme, at du har brug for at oprette flere lignende tjenester med de samme indstillinger. Kloningsfunktionen vil helt sikkert hjælpe dig.
Vælg den service, du vil kopiere.

Klik på knappen Klon i øverste højre hjørne, og bekræft kopieringen af indstillingerne.

Følgende serviceindstillinger kopieres:

service name
service description
service price, hvis funktionen Accept betalinger er aktiveret og indstillet
service image
service schedule
Indstillinger for funktionen Fleksible meddelelser, hvis den er aktiveret og indstillet
Indstillinger for funktionen Book snart-meddelelsessystem, hvis den er aktiveret og indstillet
Indstillinger for funktionen Aftale til fast tid, hvis den er aktiveret og indstillet

Som resultat tilføjes endnu en service med Clone tilføjet til navnet, så du nemt kan se, hvilke services der er kopier.
(Du kan redigere disse tjenestenavne for at tilpasse dem til dine behov i fanen Serviceoplysninger for den pågældende tjeneste)

Sådan indstilles servicens varighed

I Administrer -> Tjenester efter valg af tjeneste i højre side af siden skal du vælge fanen Tidsdetaljer for at indstille varigheden for din tjeneste.

Det er også muligt at indstille tjenesten som gentagende her.

Du kan også indstille faste starttider for din tjeneste. Se mere om den tilpassede funktion Aftale til fast tid her.

Sådan indstilles en specifik tidsplan for en service

I Administrer -> Tjenester -> vælg tjenesten -> fanen Tjenesteplan flyt skyderne for at indstille åbningstider for denne tjeneste, hvis de adskiller sig fra virksomhedens normale tidsplan.
Eller klik på Vis avancerede indstillinger, hvis det er mere praktisk for dig at bruge slotvisningen.

Hvis tjenesten har samme tidsplan som virksomheden, behøver du ikke ændre noget der, da det vil blive anvendt automatisk.
Du kan kontrollere det på siden Avanceret tidsplan.

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.