- Select the ‘Services’ in the menu.
- Select the ‘Create service’ button.
- Give the service a name which is meaningful and follows the standard naming convention. This will make things easier for other Administrators. E.g. ‘23 Afternoon Club’ ; ‘23 Summer Camp Week 2’
- Give the service an Identifier which follows the standard naming convention. E.g. 23W2 for 23 Summer Camp Week 2, or 23AC for 23 Afternoon Club.
- Give the service a Description. This is what will show to the parents when they are making a booking, so again use the standard naming convention. E.g. ‘2023 Club Jubilee Summer Camp Week 1’.
- If this service can only be purchased by CJ Members, then set the membership button to ON. Note – most services can only be purchased by members, so in most cases you should set this button ON.
- Unless this service is specifically to allow a parent to purchase CJ Membership for their children, then leave the Membership button OFF.
- When you first create a service, leave the ‘Bookable’, ‘Purchasable’ and ‘Confirmable’ buttons OFF. These can be set to ON at the appropriate time. It is better to leave this OFF when you are first creating the service.
- Specify which schools are eligible in the drop down. The drop down allows multiple select – just hold down the ‘ctrl’ key and keep selecting with the mouse.
- Specify which grades are eligible for this service in the drop down. The drop down allows multiple select – just hold down the ‘ctrl’ key and keep selecting with the mouse.
- Click ‘Create’. You will see a message to say that the service has been created.
- Now select the new service you have created from the list of services. You can search for it by entering the Identifier code in the search bar. Click on the service name.
- In the Service details page you can review the service you have just created.
- If you make any updates, you must click the ‘Update’ button for the appropriate section you are updating.
- The ‘Data Collection’ section allows you to define what data should be collected from the User when they are booking the service. Tick the boxes for the data you want to collect. This data will be saved on the booking record.
- You can also define the price of the service for each grade. Initially, there will be a price of zero for all grades. In order for the service to be bookable for a particular grade, you must add a price for that grade. Note that you cannot leave the price field blank. It must be zero or some other number.
- If the ‘Only members’ flag is on, then this service can only be booked by CJ Members.
- Also, a service can only be booked if there are tokens (tickets) available. If there are no tokens available but the service is open for booking, the User will be asked if they wish to go on a waitlist for the booking. If the User decides to do this, then the system will create a waitlist booking record. It will not have a token number, but instead will have a waitlist reference number (see tokens section below for further explanation).
Defining Services
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