Service teams
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On the Company profile menu, click Users.
Go to the Service teams tab and click Create. The New service team window appears.
Specify the following information:
Name: enter the name of the team;
Email: common email for the notifications;
Comments: notes on the team;
Services: products and offers, for which the team is responsible;
Service managers: users that are responsible for the selected services;
Substitution teams: an alternative team that can process the selected offers if the main team is unavailable;
Sales channels: types of clients for which the service team is responsible.
Click Save. The new service team appears on the list.
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Click Add a manager. The list of company users appears.
Pick one or several users by selecting the check boxes.
Click Add. The selected managers appear on the Service managers list. To delete one or several managers, click the Delete icon ❌ in the corresponding line.
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In the Substitutional team section, click Add. The Substitutional service team window appears.
Select one or several teams to be substitute teams for the selected services or clients.
Click Add. The selected team appear on the Substitutional teams list. To delete one or several teams, click the Delete icon in the corresponding line.
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On the reservations menu click View reservations.
Open the required reservation.
In the Service group, opposite the Service team label, click (Edit).
The Select service team window appears.
Select the required service team from the drop-down and click Save.
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??? To add info Arbitrary offline bookings
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In the Services group, click Extra service. Add extra service window appears:
In the window, specify the following information:
General information: specify the service type and enter its name, set its status (confirmed, confirmation pending, etc.), ref number and supplier, as well as enter the service dates and description.
Payment to supplier: specify supplier’s price, and set the cancellation fees. For more information, please see Setting supplier and client price section below.
Payment from client: specify client’s price and set the cancellation price for the client. For more information, please see Setting supplier and client price section below.
Travelers: choose whether to specify all the travelers in the reservation or a primary traveler only, and select the primary traveler.
??? Date of service
Click Save.
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