Service Details

Administrator : Service

This is an Essentials Check List item. An Administrator Login is required.

Instructions

The list at the top of the area shows all types of Services that have already been entered for your business. As new items are created, they are added to the list. As old items are deleted they are removed from the list.

• Add Service
1. Click the Add button below the list of Services.
2. Fill in each field as described below.
3. Click the Save button at the bottom of the area. If the data is valid, it will be saved, then you will see the new item appear in the list. If the data is invalid an error message will be displayed just above the Save button.
• Edit Service
1. Select the item from the list that you want to edit.
2. Select the Edit button at the bottom of the area.
3. Fill in each field as described below.
4. Click the Save button at the bottom of the area. If the data is valid, it will be saved, then you will see the changes reflected in the item in the list. If the data is invalid an error message will be displayed just above the Save button.
• Delete Service
1. Select the item from the list that you want to delete.
2. Select the Delete button just below the list.
3. You will be asked to verify the operation. If you continue the delete operation you will see the item removed from the list.

Field Settings

Required

Optional

Name:	The name that will represent the type of service in the both the Client Scheduler and the Receptionist Desktop.
Description:	A description that appears below the service menu in the Client Scheduler.
Private:	If checked this property indicates that this type of service can only be scheduled from the Receptionist Desktop and NOT the Client Scheduler. This can be adapted for many uses. For instance, it could be a lunch block that only staff can schedule. Or it could be used to capture a generic type of non-client based appointment.
Off-Site	When checked, this property indicates that the service is performed off-site. When either the Client Scheduler or Receptionist Desktop books an off-site appointment the user is prompted to enter the address for the appointment.
Client Info:	This property indicates that you would like to collect some information about the appointment. When it is selected, the Client Info Prompt field is enabled. You can then specify a question that you would like to prompt your clients for when they book through the Client Scheduler. The Receptionist Desktop does not show the prompt, but has a Notes field into which any information can be entered.