Documentation

Main Menu -> Options

Options

Options are associated with each service and regulate its availability for booking. An option can be a staff, product, unit, equipment or other object – that is, anything that can be booked. Each service can have multiple Options, and there must always be at least one Option for a service to be bookable. When you create an Option, it can be assigned a separate “User” with a separate login for this Option.

Examples of Options:

• Employee/staff
• Cottage
• Rental property
• Tool
• Equipment
• Vehicle

To add an option, navigate to:

Main Menu -> Options -> Add Staff or Object.

Plural of Options

Services you create can be associated with multiple Options at the same time, especially when:

More employees, same service:

• Example: The “Haircut” service.
• Several hairdressers offer this service.
• Each hairdresser is listed as a separate option, so customers can choose between different hairdressers.

More products, same service:

• Example: The service "Container rental, medium size".
• Several medium-sized containers are available for rent.
• Each container is created separately as its own Option, allowing customers to choose a specific container.

First available option

During the booking process for a customer, as an admin, you can enable a button called “First Available Option.” This button appears under the Options selection, and when the customer clicks on it, the system will automatically select the first available Option from all available options for the service.

Note: You can enable the button and adjust the criteria for how the Option is selected by going to Settings -> Front Panels -> Order Steps -> Options.
Then check: Enable the option for "First available time". Then select an option under "Automatic assignment rule:".

User with own login

An Alternative can have its own login as a separate user. When creating the Alternative, you can check the box for "Allowed to log in". Then you create a password for the user. The Alternative then becomes a completely separate "User" who has access to the control panel.

User access for “user” – Important!

When registering a new user with their own login under "Alternative", it is important to:

• Go to "User Access" in the main menu.
• Create appropriate access and rights for the new employee.

Important: Without assigning access rights via "User Access", the employee will receive an error message:

{«error_msg»:»Permission denied!»,»status»:»error»}

It is therefore essential to configure these settings to give employees the correct system access.

Create an Alternative

Basic Information

When editing an Option, you must provide:

• Name
• Email
• Telephone number
• Picture

Both the image and name will be visible during the booking process. Also select locations for the Option using multi-select if necessary. Additionally, you can include a short note about the Option.

Remember to save.

Availability

In the "Availability" tab, you can set up a weekly schedule for the Option:

• Enable the "Configure accessibility" checkbox.
• Define a weekly schedule.
• Add available times and busy times for each day of the week.
• Set specific days as "Unavailable" if they are not available.

For busy periods, click "Busy between" and save the start and end times.

Three places to set availability:

• Settings -> Availability: Sets the default weekly schedule for all services.
• Services -> Edit a Service -> Availability (tab): Creates a specific weekly schedule for each service.
• Options -> Edit an Option -> Availability (tab): Creates an individual weekly schedule for each option.
  

Note: A schedule here overrides both default settings and service availability.

Availability Priority

The priority for accessibility is:

• Alternative (if a weekly schedule is created)
• Service (if a weekly schedule is created)
• Accessibility (under general settings)

Special Days

In the "Special Days" tab, you can create a schedule for days with deviating availability:

• Click "Add special day" to set start and end times.
• Use the "Busy between" button to indicate busy times.

Busy

In the "Busy" tab, you can specify specific days when the Option is not available:

• Click on the dates in the calendar to mark them as busy.
• Note: General holidays set in Settings apply to all options, but you can also set multiple busy days specifically for an option.

Save

After filling in the information about an option, click "Add Option" to save.

Manage Options

You can:

• Search for the option by name, email, or phone number.
• Sort the list by these criteria.

To edit an Option, click the "Edit" button. You can delete the Option individually or in groups:

• Individual deletion: Click the three dots next to the Option and select "Delete."
• Bulk deletion: Check the checkboxes and click the "Delete" icon.