View source for Adding services, providers and availability(new interface)

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:'''See video tutorial on adding services and service providers [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=JZ6RaaIN2J8&feature=youtu.be]]'''
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==Adding services==
:Video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=rEwLLnFsM2A&feature=youtu.be]]
===How to create a service===
In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> button.
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<nomobile>[[File:Create new service.png | center]]</nomobile>
<mobileonly>[[File:M add new service.png | center]]</mobileonly>
<br><br>
On <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">the right-side</span> of the page insert the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">name</span> of your service and add service <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">description.</span> <br>It is possible to use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#HTML_Description_Field_for_Events | HTML formatting for service description]]</span> to change the font, its color, etc.<br>You can also <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">upload picture</span> of a service, and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">activate prices</span> to <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments | accept payments on-line]].</span>
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<nomobile>[[File:Add service details.png | center]]</nomobile>
<mobileonly>[[File:M add service details.png | center]]</mobileonly>
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===How to clone a service===
<br><br>
It may happen that you need to create several similar services with the same settings.
Cloning option will definitely help you.<br>
Please <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">select the service</span> you would like to make the copy of.
[[File:Select the service.png | center]]
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Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clone</span> button in the top right corner, confirm the copying of the settings.
[[File:Service clone button.png | center]]
The following service settings will be copied:
*service name
*service description
*service price if <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments | Accept payments feature]]</span> is enabled and set
*service image
*service schedule
*<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Flexible_Notifications | Flexible Notifications feature]]</span> settings if enabled and set
*<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Book_Soon_Notification_System | Book Soon Notification System feature]]</span> settings if enabled and set
*<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Appointment_at_Fixed_Time | Appointment at Fixed Time feature]]</span> settings if enabled and set
As the result, one more service will be added with <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clone</span> added to its name so that you will be able to easily see which services are the copies.<br>
(You can edit these services names to adjust them to your needs in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Details</span> tab for the corresponding service)
[[File:Service clone result.png | center]]
<br><br>
===How to set service duration===
<br><br>
In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> after the service selection on the right-side of the page choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Time details</span> tab to set duration for your service.
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<nomobile>[[File:Time details path.png | center]]</nomobile>
<mobileonly>[[File:M add service time details.png | center]]</mobileonly>
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It is also possible to set service as <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Recurring_services(packs) | recurring]]</span> here.
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<nomobile>[[File:Make service recurring.png | center]]</nomobile>
<mobileonly>[[File:M make service recurring.png | center]]</mobileonly>
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As well you can set fixed starting times for your service. Please check more about Appointment at Fixed Time Custom Feature <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Appointment_at_Fixed_Time | here]].</span>
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===How to set specific schedule for service===
<br><br>
In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> -> select the service -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service schedule</span> tab move the sliders to set
open times for this service if it differs from usual company schedule.<br>
Or click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Show advanced settings</span> if using the slots view is more convenient for you.
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<nomobile>[[File: Edit service schedule.png | center]] </nomobile>
<mobileonly>[[File:M set service schedule.png | center]]</mobileonly>
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If the service has the same schedule as company you do not need to change anything there, it will be applied automatically.<br>
You will be able to check it on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Advanced schedule</span> page.
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<nomobile>[[File:Services - company schedule.png | center]]</nomobile>
<mobileonly>[[File:M service advanced schedule- company default.png | center]]</mobileonly>
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If you need to set some exceptions in service schedule for holidays or other needs please choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Special days</span> tab there and set times for the desired dates.
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<nomobile>[[File: Service special days.png | center]]</nomobile>
<mobileonly>[[File:M service special dayschedule.png | center]]</mobileonly>
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===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 <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow service to extend over closing hours</span> to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Yes</span> in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Main configuration.</span>
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<div style= "padding: 40px 30px; border-radius:20px; width: fit-content; width:-moz-max-content; background: #f1f6ff">'''''You may also need:'''''
*[[How_to_set_my_availability#I_have_both_schedules_for_services_and_for_providers|Schedules relations]]
*[[Events_(services_on_particular_dates)|How to set service as one-time event]]
*[[Service_Categories_custom_feature|How to group my services in categories]]
*[[Intake_Forms_custom_feature|How to require additional information from clients at checkout]]
*[[Limit_Bookings_custom_feature|How to limit bookings per service]]
*[[Flexible_Notifications_custom_feature|How to set specific notifications per service]]
*[[Coupons_and_Gift_Cards_custom_feature|How can I promote my service]]
*[[Adjusting_notifications#How_to_enable.2Fdisable_bookings_notifications_and_adjust_your_templates|Default booking notifications]]
*[[Time_and_date_settings|Time and date settings]]
*[[Book_Soon_Notification_System_custom_feature|Add reminders to book again]]</div>
<br><br>

==Adding Providers==
:Video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=rEwLLnFsM2A&feature=youtu.be]]
===How to add a provider===
<br><br>
In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Providers</span> press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> button.
<br><br>
<nomobile>[[File: Create new provider.png | center]]</nomobile>
<mobileonly>[[File:M create new provider.png | center]]</mobileonly>
<br><br>
On <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">the right side</span> of the page insert the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">name</span> of your service provider, set <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">number of clients</span> he/she can serve at a time and write service provider <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">description.</span><br>You can also upload <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">picture</span> and set his/her <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">phone number and email address</span> if necessary. <br>Save settings.<br>
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Phone number should be added in international format for SMS notifications to be sent correctly.</span>
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<nomobile>[[File: Add provider description new.png | center]]</nomobile>
<mobileonly>[[File:M add provider description.png | center]]</mobileonly>
<br><br>

===How to clone a provider===
<br><br>
It may happen that you need to create several similar providers with the same settings.
Cloning option will definitely help you.<br>
Please <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">select the provider</span> you would like to make the copy of.
[[File:Select provider.png | center]]
<br><br>
Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clone</span> button in the top right corner, confirm the copying of the settings.
[[File:Provider clone button.png | center]]
<br><br>
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
*<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Calendar_Sync | Calendar Sync feature]]</span> settings if enabled and set
*<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Flexible_Notifications | Flexible Notifications feature]]</span> settings if enabled and set
*<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Book_Soon_Notification_System | Book Soon Notification System feature]]</span> settings if enabled and set
<br><br>
As the result, one more provider will be added with <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clone</span> added to its name so that you will be able to easily see which providers are the copies.<br>
(You can edit these providers names to adjust them to your needs in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service provider details</span> tab for the corresponding provider)
[[File:Provider clone result.png | center]]
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===How to attach services to provider===
<br><br>
In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Providers</span> -> select the provider -> switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services, attached to this service provider</span> tab and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">check the boxes</span> with services this provider will perform. <br>Save settings.
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<nomobile>[[File: Attach provider to services.png | center]]</nomobile>
<mobileonly>[[File:M attach services to provider.png | center]]</mobileonly>
<br><br>
===How to set schedule for provider===
<br><br>
You can set regular schedule for providers in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Providers</span>, choose necessary provider on the left and switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service provider schedule</span> 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 desired positions(bright blue line will mean available time). <br>To make day of the week working/off use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">the switchers</span> near days' names.
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<nomobile>[[File: Provider schedule v3.png | center]]</nomobile>
<mobileonly>[[File:M set provider schedule.png | center]]</mobileonly>
<br>
[[File:Provider schedule details.png | center]]
<br><br>
===How to set schedule for holidays and other specific dates===
<br><br>
You can set schedule for some specific date for provider in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Providers</span>, choose necessary provider on the left and switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service provider schedule</span> tab, choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Show advanced settings</span> option and then <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Special days</span> tab. <br>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).
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<nomobile>[[File:Provider special days v3.png | center]]</nomobile>
<mobileonly>[[File:M provider special days.png | center]]</mobileonly>
<br><br>
To make some date working/off-day, click on the date and use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Is working day?</span> switcher near the schedule that appears in pop-up.<br>
<nomobile>[[File: Special day editing.png | center]]</nomobile>
<mobileonly>[[File:M provider add special day.png | center]]</mobileonly>
<br><br>
If you need to remove special day settings for some date, click on the date and press the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">clear special day</span> button.
<br><br>
<nomobile>[[File: Clear special day.png | center]]</nomobile>
<mobileonly>[[File:M provider clear special day.png | center]]</mobileonly>
<br><br>
<div style= "padding: 40px 30px; border-radius:20px; width: fit-content; width:-moz-max-content; background: #f1f6ff">'''''You may also need:'''''
*[[How_to_set_my_availability#I_have_both_schedules_for_services_and_for_providers|Schedules relations]]
*[[Calendar_Sync_custom_feature|How to sync provider’s bookings with Google or Outlook calendar]]
*[[Multiple_Locations_custom_feature|How to add different working locations]]
*[[Provider_Color_Coding_custom_feature|How to color code the provider appointments]]
*[[Flexible_Notifications_custom_feature|How to set specific notifications per provider]]
*[[Book_Soon_Notification_System_custom_feature|Add reminders to book again]]</div>
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