APPS: Pro Reservations

APPS: Pro Reservations

Description

This function would allow you to quickly add a easy and powerful appointment reserve module to your application.

It could create multiple stores, categories, services and suppliers with categories of services or delivery type.

It could simply manage or define store opening and closing times of stores by making specific changes to service providers.

This operation has the advanced option of payment method at a branch to administer payment according to your election, you can manage payments centrally and partly.

The Pro Reservations feature sends automatic reminders before each appointment. The default reminder was set for 1 hour before the appointment, but the end user can adjust it according to individual needs.

This function was linked to the "Loyalty Card" for the smooth use of loyalty points. Loyalty points can be accumulated automatically with each reservation made. Please note that the "Loyalty Card" function must be installed and configured correctly before allocating loyalty points in each service.

When the user pays through different payment methods, payment gateways charge the owner of the business for each transaction, and if the consumer cancelled the reservation. To protect these orders, Pro Reserves has an option of 'Cancellation' through which charges may apply for the cancellation of the reservation may apply.

This function also makes it possible to show the distance at which the different branches of their business in relation to the location of the user.

This requires correctly enter a Google Maps API key from the "API Keys" menu section > Google Maps Settings



Characteristics

Appointment schedule
â€" Class reservation(Classes, Workshops and Events)
â€" All-in-one calendar
â€" Automatic confirmation
â€" Email reminders
â€" Accept payments easily(Prepaid and Payment upon delivery)
Analysis and reports
â€" Progressive loyalty points
Sliding banners.
Customization of the home screen
â€" Multiple reservations per time slot(Important for Business such as: GIMNASIOS)
â€" Accepts payments based on location
â€" Apply reservation cancellation fees
Simple tax configuration
â€" History of reservations


Configuration

Settings




Home screen




- Enable location permit:
By checking/unchecking the checkbox, you can enable or disable the option to show the user the distance at which the different locations are from their location.

- Show Carousel:
By checking/unchecking the checkbox, you can enable or disable an image carousel on the main screen of the Reseravas Pro feature.

- Enable Featured supplier:
By checking/unchecking the checkbox, you can enable or disable the option to display featured Suppliers on the main screen of the Pro Reserves feature.

- Enable Featured Category:
By checking/unchecking the checkbox, you can enable or disable the option to display Featured categories on the main screen of the function.

- Design of the list:
Here you could choose from 2 design options for this operation:

- List Design
- Card Design

- Default location rating:
Here you could choose how to categorize the different locations, being able to choose between:

- Distance:Locations would be displayed to the user by proximity of distance.
- Alphanumeric:Locations would be displayed in alphabetical order.
- Creation:Locations would be displayed in the order in which they were created.

Configuration of the Reserve





- Administrator's email:
The email of the application administrator should be included here.

- Type of reservation:
Here you should select the type of reservations you offer in the App, and you can choose between:

- Service reserve
- Class Reserve
- Both

- Enable Reserve:
By checking/unchecking the "Enable Reservation" check box, you can enable or disable the possibility for users to make reservations through the application.

- Automatically accepted reservations:
By checking/unchecking the checkbox, you can enable or disable the option of reservations to be accepted automatically.

Settings of Payment




- Hide Price:
By checking/unchecking the checkbox, you can show or hide the price of services from the application.

- Reservations without payment:
By checking/unchecking the checkbox, you can choose whether or not the reservations would cost.

- Enable Online payment:
By checking/unchecking the checkbox, you can enable or disable online payment option
in the process of booking service.

- Enable offline payment:
By checking/unchecking the checkbox, you can enable or disable off-line payment option
in the process of booking service.

- Show Tax:
By checking/unchecking the checkbox, you can show or hide the tax charge from the application.

- Percentage of tax:
By dragging the tax percentage bar, you can change the applicable percentage of service tax,
You can also set the percentage of the tax using the navigation keys on your keyboard, simply click on the bar point and press the ARRIBA/DACK keys to decrease (DRA)

- Enable Points system:(Next)

Date, time and distance format





- Distance unit:
Here you should select the desired distance format, being able to choose between kilometer, Meters or Miles.

- Time format:
Here you should select the desired time format, choosing between the 12-hour format or 24-hour format.

- Date format:
Here you should select the desired date format, and you can choose between:

- dd/mm/yyyy = day/month/year
- mm/dd/yyyy = month/day/a

Cancellation Settings





- Cancellation criterion:
Here you should select the appropriate option for the desired cancellation criteria, and you can choose between different options.

- Cancellation charges:
By dragging the cancellation charge percentage bar, you can change the applicable percentage of the
cancellation charge for services and classes, you can also set the percentage of the cancellation fee
using the navigation keys on your keyboard, simply click on the bar point and press ARRIBA/DOW (or)
LEFT/RIGHT keys to increase and decrease percentage value.

- Cancellation policy:
In the Cancellation Policy Field, you can mention your terms and conditions on the cancellation of
reserved services and classes. You can also customize the message by adding images, formatting texts with
align, bold, underline, etc.

Setting up currency options




- Currency position:
By clicking on the drop-down, you can change the position of the currency symbol with respect to the
Amount.

Decimal Separator:
From here you can enter and change the symbol of the decimal separator in the price of services and classes according to your preferences.

- Million Separator:
From here you can enter and change the symbol of the millimeter separator in the price of services and
classes according to your preferences.

- Number of Decimal:
From here you can establishthe number of days after decimal value.


Payment Payment




Different payment methods could be set up:

- Paypal
- Stripe (credit card)
- Cash
- Bank Transfer
- PayFast




If you wish, you can add an image carousel at the top of the main screen of the Pro Reserves feature.
To do this, you must have check box "Show Carousel" in the "Settings" tab.

To add an image you should click on the + icon



You should then complete the following information:

Name:Here you should give a name to this image of the carousel.
- Lida from:Here you should indicate the date on which this image would begin to be displayed on the carousel.
- Lida to:Here you should indicate the date on which this image would cease to be displayed on the carousel.
- Image 512 x 320:You should load the image in 512px x 320px
- Assets:By checking/unchecking the checkbox, you would enable or disable the display of this image on the carousel.

In order to add more images to the carousel, just repeat this process again.



Integrations

From here you can get the web URL and the registration code to use the reservation function wherever you want.




Labels

From here, you could modify the text of the various labels of the system, such as replacing the text "Suppliers" with "Teacher/s"



To modify a label just click on the line icon, then place the desired label and finally press the save button to apply the change.

Panel

From there you can manage the complete requirements of the reservation system such as creating and managing locations, services or classes, suppliers, managing reservations, accessing the timetable and reports to analyse the collection of funds.



Panel

As soon as you access this section would find a chart which by default shows information on the current week from Monday to Sunday in increasing order. You would obtain information on the total confirmed reserves, revenue of the week to date, projected revenue (meaning the expected value of revenue, which means the expected value of income, which
may change according to the final reserve number) and the estimated total income.
In the visualization of the board, the total number of reservations on the red line could be identified
and reservations completed on the green line. The analysis chart shows the data for a full month.



Locations

From there you could manage existing locations and add new ones.




Add Location
By clicking Add Location, you can add new company locations to provide servicesand/or classes to users from various locations.



1- Name:Here you must indicate the name of the location

2- Email:Here you must enter the email address of the store manager or branch manager to receive updates by email.

3- Address:Here you must indicate the location address of the location here so that your customer reaches their location.

4- Location:You should enter (or select the geolocation suggested by Google) to show the application user the precise distance at which it is located.

5- Info:In this table you can detail a brief summary of the business, the services it offers or any information you want to share with users.

6- Main photo:Here you must add a representative image of that location.

7- Allow to accept self-employment:By checking this checkbox, you can enable payment acceptance at the location, which means that the customerwould pay directly to the branch account instead of the administrator's account.
Note: If you have not set any payment method in a particular location and simply checks this box would not work by
Lack of payment settings, the user would be shown a message that there is no payment gateway available.

8- Assets:By checking/unchecking the active checkbox, you can enable or disable location in the application.


Manage Locations
From there you can update information, such as working days and hours, image gallery of images, payment settings or
delete existing locations by simply clicking on the 3-point icon under the "Acction" column.



Edit
From there, it could update the information and configuration of the location.

Bile days
We could update the public days, hours and holidays of thelocation.

Gallery
In the gallery section, you could add multiple images to show users the products, services or facilities oflocation.

Settings of Payment
In this section you can configure payment options at branches, being able to configureCustom payment gateways for each location individually.

Accept payment on your own account"Disabled"means that the current payment system was controlled by the Administrator andthe total amount of transactions is received in the Administrator's account.



Accept payment on your own account"Enabled"means that the current payment system was controlled by the branch manager and the total amount of transactions is received in the branch account.



Delete
By clicking on the 'Delete' option from the drop-down menu, you can remove the location.

Categories

From the category section, you can manage existing categories or add a new category.



Add Category
By clicking on the blue "Add Category" button could add a new category of services or classes.



1- Type:Here you must select the nature of the type of category by choosing between Service or Class

2- Name:Here you must enter the name of the category, such as food, electrical, automobiles, furniture, etc.

3- Main photo:Here you can upload a representative picture of the category.

4- Assets:By checking/unchecking this checkbox you can enable or disable the category in the application.

5- Show on the main screen:By checking or unchecking this checkbox you can enable or disable the display of thecategory on the main screen of the function.

Manage Categories
From there you can manage or delete existing categoriesby clicking on the 3 points icon under the "Access" column.



Edit
By clicking on the "Edit" option of the drop-down menu, you could manage existing categories to modify their information.

Delete
By clicking on the "Delete" option from the drop-down menu, you can delete the category.

Services

From the services section, you can manage existing services or add new services.



Add Service
By clicking on the blue "Add Service" button could add business services.



1- Name:Here you should enter the name of the service.

2- Price:Here you should indicate the price of the service.

3- Special price:Here you can mention a special supply price.
4- Start date of the special price:Here you can mention the start date of that special price offer (if any).

5- Date of end of the special price:Here you can mention the end date of that special price offer (if any).

6- Duration of Service:Here you must indicate the duration of that service in minutes.

7- Damping time:Here you must indicate the time margin in minutes that would be needed between one reservation and the next.

8- Progressive loyalty points (almost):to configure this section indicate 1

9- Number of reservations per time slot:By default, it was set as one, but you can change the reservation number by time interval toallow several people to book during the same available time.

10- Category:Here you must select the category to which the service belongs and can choose from the drop-down between the different categories configured.

11- Image:Here you should upload a representative image of the service here.

12- Description:Here you can mention a small description or detail of the service.

13- Assets:By checking/unchecking the checkbox you can enable or disable the service so that it is displayed in the application.

14- Locations:By checking/unchecking the available "Locations" check boxes, you can enable or disable the service at
the different locations.

Manage Services
From there you can manage or delete existing services by clicking on the 3-point icon under the "Acction" column.



Edit
By clicking on the "Edit" option of the drop-down menu, you could manage existing services to modify your information.

Delete
By clicking on the "Delete" option from the drop-down menu, you can delete the service.

Classes

From the "Classes" section, you can manage existing classes or add new classes.



Add Class
By clicking on the blue "Add Class" button could add classes from a business.



1- Name:Here you must indicate the name of the class.

2- Location:Here you should choose the location where the class would be taught by choosing from the drop-down from the different locations created.

3- Supplier:Here you should select the supplier or operator that would teach the class being able to choose from the drop-down between the various suppliers created in the "Suppliers" section.

4- Price:Here you should enter the price of the class

5- Special price:Here you can mention a special supply price.

6- Start date of the special price:Here you can mention the start date of that special price offer (if any).

7- End date of the special price:Here you can mention the end date of that special price offer (if any).

8- Seats:Here you should indicate the total number of places for that class.

9- Seats per user:Here you should indicate the number of places allocated per user.

10- Duration:Here you should indicate the duration of that kind in minutes.

11- Progressive loyalty points (almost):to configure this section indicate 1

12- Category:Here you must select the category to which that class belongs and you can choose from the drop-down between the different categories configured.

13- Start date of the class:Here you must indicate the date on which the class would begin to be taught.

14- Class hours:Here you must mention the date on which the class would end.

15- It happens:Here you should indicate when the class is taught and being able to choose from the drop-down between:
- Once
- Daily
- Weekly
- Monthly

16- Image:Here you should enter a representative image of the class.

17- Description:Here you can mention a small description or detail of the class.

18- Active:By checking/unchecking the checkbox you can enable or disable the class to show the application or not.

Manage Classes
From there you can manage or delete existing classes by clicking on the 3-point icon under the "Acction" column.



Edit
By clicking on the "Edit" option of the drop-down menu, you could manage existing classes to modify your information.

Delete
By clicking on the "Delete" option from the drop-down menu, you can delete the class.

Suppliers

From the "Suppliers" section, you can manage existing suppliers or add new classes.



Add Supplier
By clicking on the blue "Add Supplier" button could add Suppliers (entity or person who would perform a service or teach a class).



1- Name:Here the name of the Supplier

2- Email:Here you should indicate the email where the supplier would be notified of the reservation of a service or class.

3- Mobile phone:Here you should indicate the provider's mobile contact phone.

4- Designation:Here you should mention the position of that supplier.

5- Image:Here you should include a representative image of the supplier.

6- Description:It should include a brief description or information about the supplier.

7- Assets:By checking/unchecking the checkbox, you can enable or disable the provider.

8- Show on the main screen:By checking or unchecking the checkbox you can enable or disable the display of the
supplier on the main screen of the function.

9- Enable mobile control:By checking or unchecking the checkbox you can enable or disable the option that suppliers can have access to their reserves directly from the application.

10- Role:Here you could choose between two types of Roles:
- Supplier: This role allows the supplier to manage its reservations.
- Manager: This role allows you to manage all reservations in a specific location.

11- Locations:Here you can assign any of the locations to the supplier.


Manage Suppliers
From here you can manage or eliminate existing suppliers. Providers you have enabled mobile control would be displayed in the "Rol" column with a mobile phone icon.



By clicking on the 3-point icon under the "Acction" column you could take the following actions:

Edit
By clicking on the "Edit" option of the drop-down menu, you could manage existing suppliers to modify their information.

Bile days
By clicking on the "Historic Days" option of the drop-down menu,business hours, breaks/holidays and breaks on the supplier's day.

Services
By clicking on the "Services" optionYou could select the services offered by the provider.

Delete
By clicking on the "Delete" option from the drop-down menu, you can delete the class.

Service Reservations

In the Service Reservations section, you can manage all bookings by Approximations / Today / All or add new
reservations.



1- Select Location:From here you can apply a location filter by selecting the location from the drop-down menu.

2- Select Supplier:From here you can apply a supplier filter by selecting the supplier from the drop-down menu.

3- Select Status:From here you can apply a filter depending on the status of the reservation as: Accepted, Pending,completed, Rejected, etc. by selecting the status from the drop-down menu.

4- Id:From column ID you can obtain the identification number of the reserve.

5- Customer / Location / Service:From this column you can get the details on customer name, location of the reservation and the reserved serviceby the customer.

6- Date:From this column you can see the date of the reservation.

7- Slot:From this column you can see the duration detail of the reserve slot.

8- Amount:From this column you can see the amount to be charged for that particular reservation.

9- State:From this column you can see the current status of the reserve.

10- Action:By clicking on the three points icon, you can manage the reservation completely:

(a) View:From here you can see the full details of the reservation,i.e. Booking, Payment, Customer and service.

(b) Accept:By clicking 'OK' you would accept the reservation and prepare for thedelivery.

(c) Reject:Clicking on "Reject" would reject the customer's request for the reservation.

d) Mark as completed:Clicking "Mark as Completed" would update thestatus of reserve as completed.

(e) Cancel:Clicking "Cancel" would cancel the reservation.
Note: The user may also havecancel the reservation on your part from the application.

(f) Delete:Clicking "Delete" would remove the platform reserve.

- Add Reservations:You can also add reservations directly from the platform by clicking on the blue "Add reservation" button and complete the necessary data.




Class Reserves

In the Class Reserves section, you can manage all bookings by Approximations / Today / All or add new
reservations.



1- Select Location:From here you can apply a location filter by selecting the location from the drop-down menu.

2- Select Class:From here you can apply one filter per class by selecting the drop-down menu.

3- Select Status:From there you can apply a filter depending on the status of the reserve such as: Accepted, Pending, Completed, Rejected, etc. by selecting the status in the drop-down menu.

4- Id:From column ID you can obtain the identification number of the reserve.

5- Customer / Location / Service:From this column you can get the details on customer name, location of the reservation and the service (Class) reserved by the customer.

6- Class:In this column you would see the name of the reserved Class.

7- Date:In this column you would see the date of the reservation.

8- Amount:From this column you can see the amount to be charged for that particular class reserve.

9- State:From this column you can see the current status of the class reserve.

10- Action:By clicking on the three points icon, you can manage the reservation completely:

(a) View:From here you can see the full details of the class reservation, i.e. Reserve, Payment, Customer and Class.

(b) Accept:Clicking 'OK' would accept the reservation and prepare for delivery.

(c) Reject:Clicking on "Reject" would reject the customer's request for the reservation.

d) Mark as completed:Clicking "Mark as Completed" would update the status of the class reserve as completed.

(e) Cancel:Clicking "Cancel" would cancel the class reservation.
Note: The user may also cancel the class reservation from the application.

(f) Delete:Clicking "Delete" would remove the class reserve from the platform.

- Add Class Reserves:You can also add class reservations directly from the platform by clicking on the blue "Add reservation" button and complete the necessary data.

Calendar

From here you can see the reservations that have been made since the application individually and from all the locations of your
business. You can also manage reservations directly from here as you can see, Accept, Reject, Mark as
Completed, Cancel and Delete the reservation.



1- From here you can see the reservations for the current day.

2- From here you can see the reservations for the next 3 days.

3-From here you can see reservations for the full week.

4- Here you should select the location from which you want to see the reservations.

5- By clicking on the "Previous" button, you can go to the previous dates in the calendar.

6- By clicking on the "Today" button, you would return to the current date in the calendar.

7- By clicking on the 'Next' button, you can go to the next dates in the calendar.

8- In this column you can see the date

9- Here you would find the name of Supplier.

10- Here you can see the timeline in the calendar.

11- Here you can see a brief summary of the reservation in the calendar. By clicking on the item of a particular reservationa Pop-Up would be opened from which he could also manage the reserve.

Reports

From here you can see reports of all reservations and their payment status.



1- From this drop-down menu you can select the location of a branch and view the corresponding details.

2- From this drop-down menu you can select a state to apply a filter.

3- From here you can apply filters for periods of time.

4- From here you get the identification of the records.

5- Here you will find the details on the customer's name and location.

6- Here you could see the value of the total amount of the service, including applicable taxes.

7- Here you would find the information on the payment method and account details that
receives the amount either Administrator or Manager (as regards location).

8- Here would see the status of payment, which amount has been paid or that amount is pending from the reservation.

9- Here the date of the reservation.

10- By clicking on the eye icon, you would get the full details of the reservation.

Mobile Control of Reserves

If you wish you can grant aMobility Management Roll of Reservesto Suppliers registered in the Suppliers section. To do this, the first step to access the Supplier's edition and select the option "Enable mobile control".

Then in the Roll drop-downYou could choose between two types of Roles.

Role Options

- Supplier:This role allows the supplier to manage only its reservations.
- Manager:This role allows you to manage all reservations in a specific location.



Accessing sight"Suppliers" would rarely identify what Suppliers have theMobile Control Roleas they would be shown with a mobile phone icon.



Supplier's mobile configuration

1- The supplier should register/login from the "My Account" function with the same email registered in its Supplier tab. If the supplier was already registered in the application with that email, it should generate a new password by clicking on the link



2- After logging in, the supplier should click on the icon of "account" located at the top right of the Pro andchange to supplier accountto view and manage reservations.



3- The Supplier could switch back to "user account" by clicking again on the "account" icon at the top right of the Pro Reserves feature.



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