Manage Services
Staff can manage their service bookings in Staff Center in the app: mark bookings as performed, debit, change time, cancel and create new bookings.
Configuration
The following settings, 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.
General settings & configuration
Setting | Value |
|---|---|
Use status "Performed" for service bookings | Yes |
Show other relevant resources for class | Yes |
Register unit for mass debit | A register must be configured for debiting value cards to work |
Configuration | Description |
|---|---|
Cancellation reasons
Cancellation reasons > Select a reason > Use cancellation policies/Use commission checkboxes | When the cancellation policies are used the customer can be liable to pay a cancellation fee. Go through the cancellation reasons and activate
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Staff rights & configuration
Right | Description |
|---|---|
App staff mode - Manage my services SE: App personalläge - Hantera mina tjänster | The staff must have this right on their role. |
Move debited bookings SE: Flytta debiterade bokningar | It is required for staff to have the right to be able to change time on a service booking which is debited. |
Cancel debited bookings SE: Avboka debiterade bokningar | It is required for staff to have the right to be able to cancel an already debited booking. |
App staff mode - Detailed service booking mode SE: App personalläge - Detaljerat bokningsläge för tjänster | Allows staff to book services outside their schedule/work shift. This right will allow them to specify specific times they want to book a service. |
Configuration | Description |
|---|---|
Is staff
Staff and Resources > Resources > Select resource > Base information > Is staff checkbox | The checkbox Is staff must be checked for the resource.
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Searchable on customer web Staff and Resources > Resources > Select resource > Base information > Searchable on customer web checkbox | The checkbox Searchable on customer web must be checked for the resource.
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Service product configuration
Configuration | Description |
|---|---|
Internet Booking Products > Select service product > Base Information > Internet Booking | Toggle the checkbox Bookable via Internet on. |
Unit | Set Unit to pcs. Other units will not work. |
Set a standard price Products > Select service product > Price > Prices | The product will not be displayed if a standard price is missing. A standard price is a price not connected to a facility or price list. |
Resource requirements
Products > Select service product > 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. 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. |
Note! Any service products that has the Do not debit checkbox marked, will not appear in staff center.
Manage Services in the app
Create a New booking
A new service booking is created from the home page: My bookings.
To book a service product, the following must be performed:
Click on + (plus icon) in the lower right corner
Select Customer
Use the search bar to search for name, email adress, phone number or person number. You will only be able to find persons that have already been created in BRP.Choose a facility
The current facility of the staff will be pre-selected.Choose a product
Only service products on which the staff member can be booked are shown.Choose time slot
Only times when the staff member is free for bookings are displayed.If the staff has the “Detailed service booking mode” right, they will have the option to choose any timepoint for the booking, regardless of their own schedule/work shift.
Choose resources
The staff will be booked in the priority resource requirement of the type staff. If there are more resources for the product (for example a room), they will be made selectable.Book more products/times or complete the booking
Once the booking is completed, a confirmation email will be sent to the customer
The booking will also appear in your “Upcoming” view of Staff Center.
Complete a Booking
When the start time for a service booking has passed, it will be moved to the “Unhandled” section of staff center, and can be completed. Completion of a service booking occurs when any the following happens:
The service booking is marked as “performed”, shown in the left screenshot below (see setting to enable the “performed” option),
The service booking is debited,
ORThe service booking is cancelled (This can happen after it has been debited. In which case the customer is reimbursed).
Debit a Booking
Click on the service booking and select debit. Seen in the right screenshot above.
Note that the setting Register unit for mass debit (registerUnitForMassDebit) must have a register configured for debiting value cards to work.
Currently, the customer can only pay with a value card through Staff Center. Use the BRP Point of Sale if the booking needs to be paid for in any other way.
Change time or room of a booking
A service booking which is not completed can be moved to another time or date. When changing time, it is also possible to change the room (if there are several rooms added to the resource requirement of the product). However, the staff cannot exchange themselves with any other staff in Staff Center (If this needs to be done, it must be changed through BRP Cloud).
When using a product with both a room and staff as resource requirements, both resource requirements need to have the property Searchable on customer web configured.
Cancel a Booking
A service booking which has not been marked as performed can be cancelled.
Depending on how the cancellation rules are set, the customer might have to pay a cancellation fee. When a cancellation is performed, the following must be stated:
Reason
Select reason for the cancellation from the optionsIf the chosen reason has a cancellation fee, options for the fee will be displayed. The alternatives ask how many days before the booked start time that the customer announced that they wanted to cancel. For example, happen that the customer calls in and wants to cancel but that the staff makes the cancellation a day later.
If the booking was charged with a clip card before it was cancelled, a clip will be put back on the customer's clip card (the one with the longest validity period). Cancellation of a charged booking paid with other payment method other than a clip card cannot be cancelled in Staff Center. It must be cancelled in BRP Cloud instead.
If the cancellation entails a cancellation fee, the customer will be invoiced that fee.
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, marked as performed…) through Staff Center.
Future service bookings can not be marked as performed from Staff Center, only service bookings that has passed start date. However, if a future service booking is marked as performed from Resource Planner, it will show the “Performed” badge in Staff Center.
Service bookings can only be paid with value cards in Staff Center.
Refunds (for cancellations) can only be done to value cards in Staff Center. 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.