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Change services, staff or price on a visit

यो पेज अझै नेपालीमा उपलब्ध छैन, त्यसैले अंग्रेजीमा देखाइएको छ।

Customers change their minds. Change the services, who does them and the price right on the visit.

यो भिडियोका चरणहरू पढ्नुहोस्

Change services, staff or price on a visit

  1. Open the customer's visit. Assign staff lists each service, with a column for everyone on shift.
  2. Tap the + under a name to add that person to the service. Tap a tick to take them off.
  3. To add a service, tap Add Service, pick it and tap Save.
  4. Services priced From can be re-priced: tap the price, type the new one and tap Set to.
  5. An employee approves the new price with their PIN.
  6. To take a service off the visit, tap the bin next to it.

How do I change who does a service?

Section titled “How do I change who does a service?”

Open the visit. Assign staff lists each service with a column for everyone on shift. Tap the + under a name to add that person to the service, or tap a tick to take them off. A service needs at least one person.

How do I add a service?

Section titled “How do I add a service?”
  1. On the visit, tap Add Service.
  2. Tap the services to add (search or pick a category at the top).
  3. Tap Save. The total updates.

For something not on your menu, tap Custom service and type a name, price and duration. An employee approves it with their PIN.

How do I change a service’s price?

Section titled “How do I change a service’s price?”

Only services priced “From”, “Up to” or “Ask employee” can be re-priced. Fixed prices can’t be changed (use a discount instead).

  1. Tap the price (it has a pencil) next to the service.
  2. Type the New price. The sheet shows the lowest price allowed.
  3. Tap Set to $x.
  4. An employee enters their PIN to approve the price change and taps Continue.

How do I remove a service?

Section titled “How do I remove a service?”

Tap the bin next to the service. A visit needs at least one service: to remove everything, cancel the visit instead (see Cancel a visit).

Troubleshooting

Section titled “Troubleshooting”

It says “No clocked-in staff available to assign”

Section titled “It says “No clocked-in staff available to assign””

Only people on shift can be assigned. Clock someone in first (see Clock in and out).

The price has no pencil

Section titled “The price has no pencil”

The service has a fixed price on your menu, so it can’t be changed at the front desk. Give a discount instead, or the owner can change the service’s price type in the dashboard under Services.

Changes aren’t saved

Section titled “Changes aren’t saved”

When you leave Add Service without tapping Save, the tablet asks Discard Changes?. Tap Save to keep them.