FAQ : Subscriber > Managing Service Providers and Resources
Go to Settings / Permissions and select the "Status" icon to remove permission. Note: Users cannot be deleted, since financial reports for past years require this information.
Yes. When you add a Service Provider or Stand-Alone Resource, you are able to customize services, hours and pricing specific to them. * In Settings / Services create the service to be assigned to the Service Provider or Stand-Alone Resource including ...
Go to Settings / Service Providers / Schedules or Resources / Schedules, choose Add a Service Provider or Stand-Alone Resource. Before a Service Provider or Stand-Alone Resource can be added, there must be services to assign to that Provider or Stand-Alon...
Go to Settings / Service Providers / Schedules, then select "Add New Service Provider" and complete the form. The new Service Provider will be assigned "Service Provider" level permissions by the system. If the Service Provider being set up is not a reg...
Go to Settings / Service Providers / Schedules or Resources / Schedules and modify each schedule as necessary. If there are bookings during that time, you will have the option to "Continue Without Cancelling Appointments" or "Cancel All of the Appointment...
In the Service Provider details page under Settings / Service Providers / Schedules in the Settings section there are 5 Keyword fields. Keywords will help your business appear in search engine results. Add keywords or phrases that you would expect your cl...
Yes, in the Settings / Services, Service Providers / Schedules and Resources / Schedules" screens, simply drag and drop to the desired order. This will automatically rearrange the order in the client booking screens and in the drop down menus in your vend...
Yes, go to Settings / Service Providers / Invoicing. Go to Service Provider Invoice Signature, you can choose to upload a picture of your signature or draw one by hand. We recommend using a touch-screen device to draw a freehand signature, as it will be t...
* Service - a spa would provide a number of Services such as Massage, Sauna, Facial. See Settings / Services. * Service Provider - is the person providing the service. See Settings / Service Providers. * Stand-Alone Resource - is a piece of equipm...
Be sure you have set 'Allow Clients to Book Appointments Online' to 'Yes'. To change this setting, go to Settings / Configuration / Advanced / Client Booking Limits. Double check that the Service Provider's or Stand-Alone Resource's schedule has been se...
In the Day or Week view, select the "Print" button in the upper right corner of the calendar, which will take you to the Report Tab. There are 2 report choices, * CALENDAR PRINT – CONTINUOUS REPORT - A continuous line view of booked appointments in ch...
Yes, each Service Provider can be set to receive these text messages in Settings / Service Providers / Schedules. There is a cost to your company of 10¢ per message. There must be a valid credit card on file under My Account / Credit Card to activate SMS ...
Yes, go to Settings / Service Providers or Resources / Invoicing, choose the and select the "Browse" button under "Service Provider Logo". If no image is loaded here the company logo will be the default for emails and invoices.