INTRODUCTION
Super flexibility! New options for defining the rules for booking and cancelling services online
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It is now possible to define rules for cancelling services online in the same way that you can define rules for ordering service online.
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The rules now include
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Cancel any service up to x days prior to the date of services or x hours prior to the service start time.
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Book any service up to x days prior to the date of services or x hours prior to the service start time.
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Different rules for different service items
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You can now define these rules for any service item individually by clicking ADMIN > SERVICES > SERVICE ITEMS, choose a service item - then click "Advanced" in the middle of the screen.
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Set the value of "Job Request Time Contraint" either as a number of hours or days.
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Set the value of "Job Cancel Time Contraint" either as a number of hours or days.
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Different Rules for different service item groups.
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You can also set the rules at service item group level. So for example you could have different rules governing the booking and cancellation of dog walking as you do for booking and cancelling overnights.
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Any rules you set at the individual service item level will override the service item group rules.
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Set Rules at "Company Level.
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If it is sufficient for you to have one set of rules to govern booking and cancelling of services online - then these can be set at company level in ADMIN > SETTINGS > Client Portal Setting (scroll to the bottom of the screen).
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Any rules you set at service item group level or at the individual service item level will override the company level rules.
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Click on the presentation for more information.