Difference between revisions of "Adding services, providers and availability(new interface)"
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| + | *[[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]] | *[[Events_(services_on_particular_dates)|How to set service as one-time event]] | ||
*[[Service_Categories_custom_feature|How to group my services in categories]] | *[[Service_Categories_custom_feature|How to group my services in categories]] | ||
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| + | *[[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]] | *[[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]] | *[[Multiple_Locations_custom_feature|How to add different working locations]] | ||
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*[[Flexible_Notifications_custom_feature|How to set specific notifications per provider]] | *[[Flexible_Notifications_custom_feature|How to set specific notifications per provider]] | ||
*[[Book_Soon_Notification_System_custom_feature|Add reminders to book again]] | *[[Book_Soon_Notification_System_custom_feature|Add reminders to book again]] | ||
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Revision as of 14:00, 4 August 2021
- See video tutorial on adding services and service providers
Adding services
How to create a service
- Video
In Manage//Services press "+" icon.
In right-side menu insert the name of your service and add service description.
It is possible to use HTML formatting for service description to change the font, its color, etc.
You can also upload picture of a service, and activate prices to accept payments on-line.
How to clone a service
It may happen that you need to create several similar services with the same settings.
Cloning option will definitely help you.
Please select the service 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 service settings will be copied:
- service name
- service description
- service price if Accept payments feature is enabled and set
- service image
- service schedule
- Flexible Notifications feature settings if enabled and set
- Book Soon Notification System feature settings if enabled and set
- Appointment at Fixed Time feature settings if enabled and set
As the result, one more service will be added with "Clone" added to its name so that you will be able to easily see which services are the copies.
(You can edit these services names to adjust them to your needs in "Service Details" for the corresponding service)
How to set service duration
In Manage//Services in right-side menu choose “Time details” tab to set duration for your service.
It is possible to set service as recurring here.
As well you can set fixed starting times for your service. Please check more about Appointment at Fixed Time Custom Feature here.
How to set specific schedule for service
In Manage//Services//Service schedule tab move the sliders to set
open times for this service if it differs from usual company schedule.
Or click on "Show advanced settings" if using the slots view is more convenient for you.
If the service has the same schedule as company you do not have to change anything there, it will be applied automatically.
You will be able to check it on "Advanced schedule" section.
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 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//Configuration.
- You may also need:
- Schedules relations
- How to set service as one-time event
- How to group my services in categories
- How to require additional information from clients at checkout
- How to limit bookings per service
- How to set specific notifications per service
- How can I promote my service
- Default booking notifications
- Time and date settings
- Add reminders to book again
Adding Providers
- Video
How to add a provider
In Manage//Service Providers press +" icon.
In right-side menu 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" for the corresponding provider)
How to attach services to provider
In Manage//Service Providers 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 white button "clear special day".
- You may also need:
- Schedules relations
- How to sync provider’s bookings with Google or Outlook calendar
- How to add different working locations
- How to color code the provider appointments
- How to set specific notifications per provider
- Add reminders to book again
