Getting Started: Service Groups, Client & Staff Types, Holidays: These service admin fields are needed to set-up pricing automation and provide detailed financial reporting. If your clients and staff are all paid the same rate and you have no Holiday fee, skip this step.
TABLE OF CONTENTS
1. New Service Item Group
Service Item Groups categorize similar services together so you can filter your schedule by that group and run financial reports. i.e. a "Walking" Service Item Group can filter your schedule to just your 15, 30 & 60 min dog walks and allow you to run financial reports for those same walks.
- Select "+New."
- Enter "Name."
- Enter Booking and Cancellation Restrictions.
- Select "Update."
Service Item Groups can also be Ordered allowing you to choose how your services are displayed when a client "Requests Services" in their Client Portal.
- Click on the up or down arrow adjacent to the Service Item Group you wish to move.
- Click the up or down arrow once to move the Service Item Group.
- Repeat this action until your Service Item is in the desired position.
2. Client Types
Client Types dictate pricing for each Client. The steps to follow for assigning specific prices to a Client are:
1. Create a Client Type using the instructions below
3. Assign clients their Client Type in Client Admin
To Create a new Client Type:
- Select "+New."
- Enter Name.
- Select "Update."
3. Staff Types
Staff Types dictate pay for Staff. The steps to follow for assigning Staff Pay to different types of Staff are:
1. Create a Staff Type using the instructions below
3. Assign staff their Staff Type in Settings
To create a new Staff Type:
- Select "+New."
- Enter Name.
- Select "Update."
4. Public Holidays
Customize the list of dates you charge an additional fee for your services.
- Select any date on the calendar. Holidays will be highlighted yellow.
- To unselect, click the date again to remove the yellow highlight.
- Select "Update."
- Once selected, create Price Rules within Service Items for Holidays.
Signposts...
Continue on with your system set-up:
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article