Prerequisites - Manage Services

The following configuration and rights must be set for staff to be able to manage their service bookings in Staff center to make it work according to desired behaviour.

Go through the configuration and rights on this page before proceeding to Mobility App - Manage my services.

General configuration

Configuration	Description
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)

Staff rights & configuration

Right	Description
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.

Configuration	Description
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)

Service product configuration

Configuration	Description
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): The resource requirement has a Price dependency The resources in the resource requirement has Is staff checked. 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)

Limitations

When a booking of a service product is made in BRP Cloud it is possible to enter amount of services. Bookings which has an amount larger than 1 cannot be managed (cancelled, mark as performed…) through Staff App.
When a booking of a service product is made through Staff App the amount of services is automatically set to 1 and this cannot be changed.
The status Performed is stated on service bookings which means that it is not possible to enter the status per service in a service booking (if the amount of services should be larger than 1).
A scheduled booking (ex. Reception or Life guard) where the lenght of the booking varies cannot be moved.
Service bookings can only be paid with value cards in Staff App.
Refunds (for cancellations) can only be done to value cards in Staff App. If several value cards has been used to pay for the booking, the full amount will be refunded to one value card: the one with the longest validity period. (This is subject to condition that the value card is valid for the booked product.).
Service bookings with product additions are not supported.