Difference between revisions of "Categories and Locations"

From SimplyBook.me
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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 "Manage" icon of the category and from the drop-down list select service to connect with category.<br/>
+
: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/>
−
[[File:AddCategoryButton750.png | center ]]
+
[[File: Add category new 2.png | center ]]
 
</div>
 
</div>
 
</div>
 
</div>
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<span class="qa">[[How_to_add_categories_or_locations%3F| How to add Location?]]</span>
 
<span class="qa">[[How_to_add_categories_or_locations%3F| How to add Location?]]</span>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
−
[[Custom_Features#Unit_Location| Locations]] are designed to group providers. Can be added with the help of [[Custom_Features#Unit_Location| Unit Location 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 'Unit Location" Custom Feature and add locations either in the settings of the Custom Feature or in Manage // Providers // Add location. Click on "Manage" icon of the location and from the drop-down list select service providers to connect with location.<br/>
+
:Enable "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/>
−
[[File:AddLocationButton750.png | center ]]<br/>
+
[[File:Add location new2.png | center ]]<br/>
 
</div>
 
</div>
 
</div>
 
</div>
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<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
 
Locations can be related only to service providers, thus if you need to relate service to particular location, you need initially to relate service to service provider:
 
Locations can be related only to service providers, thus if you need to relate service to particular location, you need initially to relate service to service provider:
−
:1. In Settings // Service providers // Connect services to service providers, drag and drop boxes with services to corresponding service providers.<br/>
+
<br><br>
−
[[File:Connectservicesandproviders.png | center ]] <br/><br/>
+
: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.
−
:2. In Manage // Providers // Manage locations and order button, drag and drop providers to corresponding locations.<br/>
+
<br>
−
[[File:ManageLocationsAndOrderButton750.png | center ]]
+
[[File:Services attached new 1.png | center]]
 +
<br>
 +
[[File:Services attached new 2.png | center]]
 +
<br><br>
 +
:2. In Manage//Providers choose location and switch to “Location providers” tab to attach providers to this location by checking corresponding boxes. Save settings.
 +
<br><br>
 +
[[File:Attach providers to location new.png | center]]
 +
<br><br>
 
</div>
 
</div>
 
</div>
 
</div>
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<span class="qa">[[How to set schedule for location?]]</span>
 
<span class="qa">[[How to set schedule for location?]]</span>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
 +
<br>
 
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.  
−
:1. To set individual schedule for provider go to Manage // Providers // Clock icon, press it and you can set opening hours, break times, and special days for this specific employees. Just take care that opening hours of employees must be within opening hours of company.<br/>
+
<br><br>
−
[[File:ManageProvidersClockIcon750.png | center ]] <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 clicking on the corresponding slots to make them available (green)/not available (grey). <br>To make day of the week working/off press "Make working day"/ "Make day off" above the day of the week.
−
:2. To relate provider and location go to Manage // Providers // Manage locations and order button, drag and drop providers to corresponding locations.<br/>
+
<br><br>
−
[[File:ManageLocationsAndOrderButton750.png | center ]]
+
[[File:Provider schedule new 1.png | center]]
 +
<br>
 +
[[File:Provider schedule new 2.png | center]]
 +
<br>
 +
[[File:Provider schedule new 3.png | center]]
 +
<br><br>
 +
:2. In Manage//Providers choose location and switch to “Location providers” tab to attach provider to location by checking corresponding boxes. Save settings.
 +
<br><br>
 +
[[File:Attach providers to location new.png | center]]
 
</div>
 
</div>
 
</div>
 
</div>
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<span class="qa">[[How to add location variables to emails?]]</span>
 
<span class="qa">[[How to add location variables to emails?]]</span>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
 +
<br/>
 
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>
 
[[File:Locations1.png | center ]] <br/><br/>
 
[[File:Locations1.png | center ]] <br/><br/>
 
:'''[location]''' - value of field "Location name"
 
:'''[location]''' - value of field "Location name"

Revision as of 14:13, 30 March 2017


How to add Category?

Categories are designed to group services. Can be added with the help of Service Categories Custom Feature.

How to add
Enable 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.
Add category new 2.png


How to add Location?

Locations are designed to group providers. Can be added with the help of Multiple Locations Custom Feature.

How to add
Enable "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.
Add location new2.png


How to connect location with service?

Locations can be related only to service providers, thus if you need to relate service to particular location, you need initially to relate service to service provider:

1. In Manage//Providers switch to “Services, attached to this service provider” tab and check the boxes with services this provider will perform.
Save settings.


Services attached new 1.png


Services attached new 2.png



2. In Manage//Providers choose location and switch to “Location providers” tab to attach providers to this location by checking corresponding boxes. Save settings.



Attach providers to location new.png




How to set schedule for 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.

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.
For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by clicking on the corresponding slots to make them available (green)/not available (grey).
To make day of the week working/off press "Make working day"/ "Make day off" above the day of the week.



Provider schedule new 1.png


Provider schedule new 2.png


Provider schedule new 3.png



2. In Manage//Providers choose location and switch to “Location providers” tab to attach provider to location by checking corresponding boxes. Save settings.



Attach providers to location new.png


How to add location variables to emails?


In Settings // General settings // Email and SMS settings insert the following variables into your email templates:

Locations1.png


[location] - value of field "Location name"
[location_address] - value of field "Location address"
[location_phone] - value of field "Location phone"


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