Getting Started: Service Groups, Client & Staff Types, Holidays (needed for Pricing)

Modified on Wed, 02 Nov 2022 at 04:00 PM

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 all pay the same rate, your staff is all paid the same rate and you have no Holiday fee, skip this step.

TABLE OF CONTENTS

1. New Service Item Group
2. Client Types
3. Staff Types
4. Public Holidays

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 & 45 min dog walks and allow you to run financial reports for those same walks.

Select "+New."
Enter "Name."
Learn more about Booking Restrictions.
Select "Update."

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2. Client Types

Client Types dictate pricing for each Client. 1. Create a Client Type using the instructions below. 2. Create Price Rules within Service Items. 3. Assign clients their Client Type in Client Admin.

Select "+New."
Enter Name.
Select "Update."

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3. Staff Types

Staff Types dictate pay for Staff. 1. Create a Staff Type using the instructions below. 2. Create Pay Rules within Service Items. 3. Assign staff their Staff Type in Settings.

Select "+New."
Enter Name.
Select "Update."

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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.

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Signposts...

Continue on with your system set-up: