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For this, please navigate to Customers and edit customer.

• Scroll down to Status/Delete and you will see the status of the customer. Select from the dropdown whether you want to mark the customer Active/Inactive/Blacklisted.

• Hit Save and now the settings will be applied.

 ]]> https://help-brilion.brilion.net/article/enabling-today-and-future-days-booking-notifications-for-your-crews/ Tue, 20 Aug 2024 23:42:51 +0000 https://help-brilion.brilion.net/?post_type=article&p=2293

If your crews are not receiving the booking details in advance, then we’ve made this feature available where you have the option to show the crew only today’s notifications or today and the future booking notifications.

• To enable this, you will need to go under Settings > Integration > Crew App and enable Today and Future Days notifications.

• Hit Save and now the crews will get their booking in advance on their Crew app.

 ]]> https://help-brilion.brilion.net/article/deleting-a-receipt-in-case-payment-is-not-made-recovering-an-invoice/ Tue, 20 Aug 2024 23:42:03 +0000 https://help-brilion.brilion.net/?post_type=article&p=2290

To recover an invoice in case you’ve incorrectly marked an invoice as paid, delete the corresponding receipt that was generated and delete it.

• To do that, please find that booking under Bills > Receipts > and use the calendar option to navigate to the date when the receipt was generated.

• Here, you will need the exact date of when the receipt for that booking was generated. Now, use the Action button which is the three vertical dots at the end of every receipt and click on the deleted button.

• The invoice with the corresponding receipt will be deleted and now the invoice will not appear greyed out. You cannot adjust the invoice or send it to the customer again for re-payment.

 ]]> https://help-brilion.brilion.net/article/viewing-and-sending-the-receipt-for-a-customer/ Tue, 20 Aug 2024 23:36:06 +0000 https://help-brilion.brilion.net/?post_type=article&p=2278

To view a receipt for any customer, please navigate to Bills > Receipts. Here, you can use the Payment Date or the Receipt number to find the receipt.

• Use the Action button for any customer, which is the three vertical dots and the view button is what you’ll need to click on in order to view the receipt.

• You can now send this receipt to the customer via an email or through other social media apps.

 ]]> https://help-brilion.brilion.net/article/let-crews-set-their-availability-for-bookings-through-the-crew-app/ Tue, 20 Aug 2024 23:33:21 +0000 https://help-brilion.brilion.net/?post_type=article&p=2272

To let crews set their own schedule/availability through the crew app, please head over to Staff > Crews > Edit Crew (pencil icon) for any crew.

• Scroll down to Customize Availability and turn on “I want to customize this crew’s working hours”.

• You will now be able to set their working hours yourself or scroll down to find the option to switch to “Crew can edit availability?”

• Hit Save once done and now that particular crew will be able to edit their availability through their app.

 ]]> https://help-brilion.brilion.net/article/creating-discount-codes-for-your-customers/ Tue, 20 Aug 2024 23:32:03 +0000 https://help-brilion.brilion.net/?post_type=article&p=2269

To create a discount code, please navigate to Settings > Discount > Create a Campaign +.

• You can type the campaign name which could be the event that the discount code is for. Here, we have a discount code which says Fifty Discount indicating that it gives you a 50% discount of the booking amount whenever you apply that code.

• You can choose between whether you would want to give the discount in percentage or a flat amount that gets deducted when the code is applied. Also, you can have the discount code for all services or just on select services.

• The target audience could be set according to the code. For example, if you want the customers to use your customer app, you’d want to go with the option Only Mobile App New Customer. The payment type could be online in case you want your customers to move to online booking to avail the discount.

• You also have the option to have the same code or have unique codes. Type in the number of uses and the code that the customer needs to enter.

• You have multiple ways to select between when to start the code. Select according to your preference and hit Save. The discount code will now be created and visible to you under Discounts and Promotions.

• To activate or deactivate a discount code, you need to click on the green or the red button based on the Status.

 ]]> https://help-brilion.brilion.net/article/setting-and-collecting-ratings-for-your-crews/ Tue, 20 Aug 2024 23:30:54 +0000 https://help-brilion.brilion.net/?post_type=article&p=2266

To set rating and rating incentives, please navigate to Settings > Payroll > Rating Incentives.

• Here, you will find that you can set an amount or percentage of the booking amount according to the rating (no. of stars) that they’ve for completing the booking.

• In case you just want to collect ratings for the crews and do not wish to give an incentive, you can type “0” next to all the stars.

• Hit Save and now the rating incentives will be set for the crews.

 ]]> https://help-brilion.brilion.net/article/creating-an-invoice-manually-for-your-customer/ Tue, 20 Aug 2024 23:29:14 +0000 https://help-brilion.brilion.net/?post_type=article&p=2263

To create an invoice manually for a customer, please head over to Bills > Invoice > Action > Create Invoice.

• Once you click on Create Invoice, you can select the client that you want to create an invoice for. You can select the date of the invoice, type in the amount and description. Hit Save once you’ve filled in all the details.

• Now, the invoice that you’ve just created will be visible under Invoices and also under the Customer profile. Alternatively, you will also be able to add an invoice from the Customers page.

• This feature is helpful if you would want the customer to pay some amount in advance. You can send the invoice to them via an email or through any other social media app.

 ]]> https://help-brilion.brilion.net/article/allowing-crews-to-edit-property-details/ Tue, 20 Aug 2024 23:28:03 +0000 https://help-brilion.brilion.net/?post_type=article&p=2261

To allow crews to edit the property details, please head over to Settings > Integration > Crew App.

• Scroll down to the bottom and you will find the option to switch between whether or not to allow crews to edit the property details. This will allow the crews to edit property details like bedroom, bathroom, or other fields that the admin has defined.

• Hit Save and now the crews will be able to edit the customer property details.

 ]]> https://help-brilion.brilion.net/article/hide-customer-number-from-crews/ Tue, 20 Aug 2024 23:23:18 +0000 https://help-brilion.brilion.net/?post_type=article&p=2250

To hide customer number from crews, please head over to under Settings > Integration > Crew App.

• Next, you will need to turn off the button for Show customer number.

• Hit Save and now the crews will not be able to see the customer number on their crew app.

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