Difference between revisions of "Categories and Locations"
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| − | + | =How to add Category= | |
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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 // | + | :Enable [[Custom_Features#Service_Categories| Service Categories]] Custom Feature. In Manage // Services // "+" - create all necessary categories. Click on "Category services" tab for corresponding category and check the boxes with services to connect with category.<br/> |
| − | [[File: Create new category v3.png | center ]] | + | <nomobile>[[File: Create new category v3.png | center ]]</nomobile> |
| − | </ | + | <mobileonly>[[File:M crate new category.png | center]]</mobileonly> |
| − | </ | + | <br/> |
| + | =How to add Location= | ||
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[[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]]. | [[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 "[[Custom_Features#Multiple_Locations |Multiple Locations]]" Custom Feature and add locations either in the settings of the Custom Feature or in Manage // Providers // | + | :Enable "[[Custom_Features#Multiple_Locations |Multiple Locations]]" Custom Feature and add locations either in the settings of the Custom Feature or in Manage // Service Providers // "+" to add a new location. Click on "Location providers" tab for corresponding location and check the boxes with service providers to connect to location.<br/> |
| − | [[File:Create new location v3.png | center ]]< | + | <nomobile>[[File:Create new location v3.png | center ]]</nomobile> |
| − | </ | + | <mobileonly>[[File:M create new location.png | center]]</mobileonly> |
| − | </ | + | <br/> |
| + | <br/> | ||
| + | =How to connect location with service= | ||
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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: | ||
<br><br> | <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. | + | :1. In Manage//Service Providers switch to “Services, attached to this service provider” tab for the selected provider and check the boxes with services this provider will perform. <br>Save settings. |
<br> | <br> | ||
| − | [[File:Attach provider to | + | <nomobile>[[File:Attach services to provider.png | center]]</nomobile> |
| + | <mobileonly>[[File:M attach services to provider new.png | center]]</mobileonly> | ||
<br><br> | <br><br> | ||
| − | :2. In Manage//Providers choose location and switch to “Location providers” tab to attach providers to this location by checking corresponding boxes.<br> Save settings. | + | :2. In Manage//Providers choose location and switch to “Location providers” tab to attach providers to this location by checking the corresponding boxes.<br> Save settings. |
| + | <br> | ||
| + | <nomobile>[[File:Attach providers to locations new.png | center]]</nomobile> | ||
| + | <mobileonly>[[File:M attach location to provider.png | center]]</mobileonly> | ||
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| − | + | =How to set schedule for location= | |
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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. | ||
<br><br> | <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 moving the sliders to make time available (bright blue)/not available (light blue). <br>To make day of the week working/off use switchers near weekday names. | + | :1. To set individual schedule for provider please go to Manage//Service 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 moving the sliders to make time available (bright blue)/not available (light blue). <br>To make day of the week working/off use switchers near weekday names. |
<br><br> | <br><br> | ||
| − | [[File:Provider schedule v3 new.png | center]] | + | <nomobile>[[File:Provider schedule v3 new.png | center]]</nomobile> |
| + | <mobileonly>[[File:M set provider schedule.png | center]]</mobileonly> | ||
<br><br> | <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. | + | :2. In Manage//Service Providers choose location and switch to “Location providers” tab to attach provider to location by checking corresponding boxes. Save settings. |
<br> | <br> | ||
| − | [[File: Attach location to provider.png | center]] | + | <nomobile>[[File: Attach location to provider.png | center]]</nomobile> |
| − | </ | + | <mobileonly>[[File:M attach location to provider.png | center]]</mobileonly> |
| − | </ | + | <br/> |
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| − | + | =How to add location variables to emails= | |
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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> | <br> | ||
| − | [[File:Add location variables.png | center ]] <br/><br/> | + | <nomobile>[[File:Add location variables.png | center ]]</nomobile> |
| + | <mobileonly>[[File:M add location variables to notification templates.png | center]]</mobileonly> | ||
| + | <br/><br/> | ||
:'''[location]''' - value of field "Location name" | :'''[location]''' - value of field "Location name" | ||
:'''[location_address]''' - value of field "Location address" | :'''[location_address]''' - value of field "Location address" | ||
:'''[location_phone]''' - value of field "Location phone" | :'''[location_phone]''' - value of field "Location phone" | ||
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<br/> | <br/> | ||
Revision as of 12:10, 8 March 2019
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 // "+" - create all necessary categories. Click on "Category services" tab for corresponding category and check the boxes with services to connect with category.
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 // Service Providers // "+" to add a new location. Click on "Location providers" tab for corresponding location and check the boxes with service providers to connect to location.
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//Service Providers switch to “Services, attached to this service provider” tab for the selected provider and check the boxes with services this provider will perform.
Save settings.
- 2. In Manage//Providers choose location and switch to “Location providers” tab to attach providers to this location by checking the corresponding boxes.
Save settings.
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//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 make time available (bright blue)/not available (light blue).
To make day of the week working/off use switchers near weekday names.
- 2. In Manage//Service Providers choose location and switch to “Location providers” tab to attach provider to location by checking corresponding boxes. Save settings.
How to add location variables to emails
In Settings // General settings // Email and SMS settings insert the following variables into your email templates:
- [location] - value of field "Location name"
- [location_address] - value of field "Location address"
- [location_phone] - value of field "Location phone"
