Custom Features: Difference between revisions

Line 1,311:

'''How to use'''

:1. Enable in Custom features//~~Other~~.

:1. Enable in Custom features//Business enhancements.

[[File:Soap ~~plugin~~ enable.png | center]]

[[File:Soap enable path v3.png | center]]

:2. Now you can go to Manage//Clients, click on Edit button, choose SOAP info tab and add necessary information there.

~~[[File:Soap plugin new.png | center]]~~

[[File:Add soap info to client.png | center]]

~~ ~~

~~Or you can add SOAP information from the booking directly by selecting “Client” tab and clicking on “Add SOAP info” button.~~

[[File:Add soap info ~~from booking~~.png | center]]

Or you can add SOAP information from the booking directly by selecting “Client” tab and clicking on “Add SOAP info” button.

As well this option allows you to add some medical history in separate tab if necessary.

[[File:~~Soap medical history~~.png | center]]

[[File:Add soap info to client from booking.png | center]]

:3. And now you can check and/or update comments related to particular client in Manage//Clients//Edit//SOAP info history.

[[File:~~Soap edit from manage~~.png | center]]

[[File:Check soap info history v3.png | center]]

Or in booking related to this client in “Client” tab.

~~[[File:Edit soap from booking.png | center]]~~

~~ ~~

This feature also allows you to check the records added previously either in booking in Calendar or in client record in Manage//Clients//Edit.

~~[[File:Soap history new.png | center]]~~

'''Please note''', the information you add there is not seen from client side and is for internal use.

@@ Line 1,311: / Line 1,311: @@
 <br><br>
 '''How to use'''
-:1. Enable in Custom features//Other.
+:1. Enable in Custom features//Business enhancements.
-[[File:Soap plugin enable.png | center]]
+[[File:Soap enable path v3.png | center]]
 <br><br>
 :2. Now you can go to Manage//Clients, click on Edit button, choose SOAP info tab and add necessary information there.
-[[File:Soap plugin new.png | center]]
+[[File:Add soap info to client.png | center]]
-<br><br>
-Or you can add SOAP information from the booking directly by selecting “Client” tab and clicking on “Add SOAP info” button.
-[[File:Add soap info from booking.png | center]]
 <br><br>
+Or you can add SOAP information from the booking directly by selecting “Client” tab and clicking on “Add SOAP info” button.<br>
 As well this option allows you to add some medical history in separate tab if necessary.
-[[File:Soap medical history.png | center]]
+[[File:Add soap info to client from booking.png | center]]
 <br><br>
 :3. And now you can check and/or update comments related to particular client in Manage//Clients//Edit//SOAP info history.
-[[File:Soap edit from manage.png | center]]
+[[File:Check soap info history v3.png | center]]
 <br><br>
 Or in booking related to this client in “Client” tab.
-[[File:Edit soap from booking.png | center]]
+<br>
-<br><br>
 This feature also allows you to check the records added previously either in booking in Calendar or in client record in Manage//Clients//Edit.
-[[File:Soap history new.png | center]]
 <br><br>
 '''Please note''', the information you add there is not seen from client side and is for internal use.