User Manual Dashboard
- Dashboard
- Customers
- Providers
- Scheduling
- Accounting
- Post Operations
- Organization
Create New Booking
Step 1
Users can create a new booking at the Service level by entering the following required information:
- Service Level: Select the appropriate level of service being provided.
- Provider Certification: Choose the provider’s certification type to ensure proper service matching.
- Promo Code: (If applicable) Enter a valid promo code to apply discounts or special rates.
- Customer: Select or search for the customer who will be receiving the service.
- Provider Rate/Hour: Specify the provider’s billing rate per hour for the service.
Step 2
Users can include additional details on new booking at Service level by including the following details:
- Place of Service: Indicate the location where the service will be delivered (e.g., onsite, virtual, clinic).
- Time of Service: Enter the exact time the service is scheduled to begin.
- Date of Service: Specify the calendar date for when the service will take place.
- Start Time: Provide the specific start time for the service session.
- Estimated Duration: Enter the estimated duration of the service in hours or minutes.