Prerequisites Staff Center - Manage services

Cancellation reasons

When the cancellation policies are used the customer can be liable to pay a cancellation fee.

Go through the cancellation reasons and activate
Use cancellation policies and/or Use commission.

(Cancellation reasons > Select a reason > Use cancellation policies/Use commission checkboxes)

Move debited bookings

It is required for staff to have the right Move debited bookings in order to be able to change time on a service booking which is debited.

Is staff

The checkbox Is staff must be checked for the resource.

(Staff and Resources > Resources > Select resource > Base information > Is staff checkbox)

Searchable on customer web

The checkbox Searchable on customer web must be checked for the resource.

(Staff and Resources > Resources > Select resource > Base information > Searchable on customer web checkbox)

Unit

Set Unit to pcs. Other units will not work.

(Products > select service product > Price > Unit)

Set a standard price

The product will not be displayed if a standard price is missing.

(Products > select service product > Price > Prices)

Resource requirements

A service product must only have resource requirements with Fixed length in order to be able to create new bookings or move existing bookings with that product. Bookings where the product has Dynamic length or Fixed end time can only be shown and debited.

When a service product is booked from Staff Center, the resource requirements are displayed based on a certain priority. If there is a staff resource among the recource requirements it has to be prioritized first.

Prioritiy takes place according to the following order (where 1 is of highest priority):

1. The resource requirement has a Price dependency

2. The resources in the resource requirement has Is staff checked.

3. The order of the products' resource requirements (the topmost with higest priority)

Enter Resource name on the internet. This name will be used in texts which is shown in the app. The resource name should be entered in singular.

(Products > select service product > Resource requirements)

Do not debit

When a service booking is used for scheduling, for example: the Reception or Life guard), it is important that the service product has the checkbox Do not debit set.

Otherwise the service booking will be displayed in the list of unhandled bookings in the app and needs to be marked as performed in order for it to dissapear from the list.

(Product > select service product > Price > Do not debit checkbox)