What is a Service
Services are the way in which a customer creates an order with your business. A customer has to select a service for when they add products to their order. A customer can purchase a service on its own and does not need to purchase a product. A customer must always select a service when choosing a product.
There are 2 broad categories of Service:
Time dependent service: When a customer chooses this service type they will be prompted to choose a time slot for their order. E.g. Booking a table, a gym class, hair appointment.
Non time dependent service: When a customer chooses this service type the order does not require a time slot. E.g. purchase products, collect from store, sign up to an event, enquiry, pay an invoice.
You can choose if the Services appear before Products or after Products on your app from your Profile.
The main purposes of Services are to provide one of the following functionalities:
Simple Purchasing of Products
Collection of a Product by a Customer
Delivery of a Product to a Customer
Booking a date and time with your business
Purchasing entry to an Event
Note: You may want to add certain services your business provides as products. For example services where the date and time is non singular or decided at a later date. E.g. a semester course, bulk buying 10 driving lessons.
Examples of how a Business can use a Service:
Restaurant; Time Dependent Service = Table Booking, Customers would be able to book themselves a table at the Restaurant in the time slots the Business determines when creating the Service. Why is this not a product? This is not a product as it requires a specific date time and is not a physical object which can be purchased.
Cafe; Non Time Dependent Service = Collection, Customers can come and collect their order e.g. a Coffee once it is ready. The customer will be notified once the order is ready and they can come and collect it. Why is this not a product? This Service is informing the business of how a Customer will be obtaining an Order containing products and is not a physical object which can be purchased.
Take Away Restaurant; Non Time Dependent Service = Delivery, Customers can request their Order is delivered to their house. The Business will need to prompt the Customer for their contact details and address using the ‘User Inputs’ section of the Services. Why is this not a Product? This Service is informing the business of how a Customer will be obtaining an Order containing Products and is not a physical object which can be purchased.
Gym; Time Dependent Service = Exercise Class. Customers can book themselves into a Gym Class. The business can determine the number of people who can book themselves into the class. Why is this not a product? This is not a product as it requires a specific date time and is not a physical object which can be purchased. Customers can be allowed to book themselves into multiple Classes on different dates and times in the same order.
Shop; Non Time Dependent Service = Purchase Product, Customers can simply purchase products you provide with no additional information being provided to the business. Why is this not a Product? This Service is informing the business of how a Customer will be obtaining an Order containing Products and is not a physical object which can be purchased.
Club; Time Dependent Service = Club Access, Customers can purchase access to the Club. Why is this not a product? This is not a product as it requires a specific date time and is not a physical object which can be purchased. The business will need to know what day individuals will be arriving at their venue.
Create a Service
Select Services from the Menu or the dashboard.
Chose the type of Service you want;
Select a Category if you have not already created a category.
You can create a new category if one does not exist e.g. Booking,
Name the Product e.g. Table Booking
Add a description if you require, this will all be displayed to the customer and can be used to inform them about the Service being provided.
Add a Service Price, this will determine the cost of the Service for the customer.
Choose the Minimum Payment for the Order; means customers can not make orders under the set amount.
Edit the ‘Processed’ name. Orders will be described as “Processed” if this is not edited. You can change this to more accurately suit your Service e.g. “ready for collection”.
Edit the ‘Completed’ name, Orders will be described as “Completed” if this is not edited. You can change this to more accurately suit your Service e.g. “collected”.
The Timetable is used to create your available time slots for customers to book a service.
Timetable is only available If you have chosen a Time Dependent Service.
Allow ASAP; means a customer’s Service can be booked in the very next available time slot. Turn this off or on depending on your preference. If set to ‘Off’ a customer will have to choose a time slot.
Capacity; the maximum number of people for a time slot; this is how many people can book a service for an allocated time. Multiple people can book the same time slot.
Max Bookings per Order; this allows a customer to select multiple time slots/make multiple bookings per order.
Earliest Booking Time; the minimum length of time before an available time slot a customer can book, e.g. if you want customers book at least 24 hours before hand.
Time Slot Length; the length of the Service e.g. a 30 min personal training session. Time slot length is important as it will prevent later time slots from being double booked.
Time Slot Interval; When a Service is selectable for/period between time slots e.g. if you want a service selectable for every 5 mins or only once an hour, for example, if you want personal training sessions to be selectable every 15mins (but the actual training session may be 30mins long)
Time Slot Offset = Allows you to set at what time a service is selectable e.g. 10:00, 10;05, 10:10 etc.
N.B. You can set a time slot length to be longer than a time slot interval. If we use the above example of a personal training session to demonstrate. A session is 30 mins long but sessions are selectable every 15 mins. if a customer selects a 10:00am appointment no one else will be able to select a 10:15am appointment as the service takes 30mins. The next available service will be at 10:30am. If the 10:00am session has not been booked by an individual the 10:15am session will be bookable by a customer, this will now mean the 10:30am appointment is not available and the next available session will be 10:45.
Available Time Slots are based on your business open hours.
Your choice of time slot interval and time slot offset will generate a grid, with individual squares representing a bookable time slot by a customer.
White squares represent a time slot which can be selected by yourself. Once a square is selected it will appear as blue, this means a customer can now select the service for this time.
Grey squares are not selectable by yourself as it represents when your business is not open and therefore not able to provide the service. if you wish to make Grey squares available you need to change you business opening hours in the Profile Details section of the management software.
Tip; you can save time selecting multiple squares by selecting the day of the week to make all time slots bookable for that day.
Inputs are optional and are there to provide you with additional information you may require for an order e.g. delivery address, contact information etc.
You will be able to see this additional information with the order.
There are 3 types of User Input; Free Text, Address and Payment.
Free Text = allows a customer to type a response to a ‘Prompt’ which you provide e.g. additional information.
Address = will ask a customer to provide an address for their order. e.g. for deliveries.
Payment = allows a customer to type in an amount they will pay, this service is primarily for invoice payments.
For all inputs you will be able to provide a prompt which is to inform the customer what the purpose of the input is e.g. Delivery address, invoice.
You can choose if you wish for the input to be mandatory. This means the customer will have to complete it before being able to process an order.
There is no limit to the number of User Inputs you can request e.g. Delivery Address and Contact information etc.
Products have to be linked to a Service to be selectable by the consumer for an Order.
For example; A customer can select Delivery and then all the Products which can be delivered will become available to the customer.
To add products, select ‘Add’ which will bring up a list of all Products which are not linked.
Select the ‘Link’ button next to the Products you wish to link to the service and then Create Links to confirm.
These Products will now be linked to the Service.
To complete a Service, select ‘Create’ in the top right corner. The Service will now be created but will not appear on the Customer app until you Publish the Service. Select Publish if you wish to make the Service available to customers and Unpublish if you wish to remove it from the Customer App.
Services will be grouped into their Category on both the Business and Customer app.
Services will show if they are currently unpublished.