https://help-brilion.brilion.net Tue, 20 Aug 2024 23:48:22 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.1 https://help-brilion.brilion.net/wp-content/uploads/2021/12/favico.png https://help-brilion.brilion.net 32 32 https://help-brilion.brilion.net/article/setting-time-slots-for-online-booking/ Tue, 20 Aug 2024 23:48:22 +0000 https://help-brilion.brilion.net/?post_type=article&p=2304

To turn on time slots for your online bookings, please head over to Settings > Services and select the service that you want to enable time slots for.

Scroll down and you’ll find “Time slots (optional)” option present. Enable it by toggling the button on the left side.

• Only turn it on for website or mobile app bookings. Your customers will be able to make a booking only on the available time slots you select here. It must be turned on if you would like to auto assign crew to the jobs.
• You will have to specify in the first box, the number of hours of the booking and accordingly at what time slots those bookings should get scheduled for.
• Once done, hit Save and now the time slots will be available to the customers based on the number of hours they’ve booked for.

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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/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/changing-the-price-for-the-entire-frequency-for-any-job/ Tue, 20 Aug 2024 23:34:18 +0000 https://help-brilion.brilion.net/?post_type=article&p=2274

To change the job amount for the reoccurring bookings, please find that booking under Schedules > Daily View > use the calendar to navigate to that booking > Double click on the booking.

• Once you double click on the booking you want to edit, you can see the Pricing type and the pricing per hour. Change it according to your preference. This will be only applied to this booking.

• Click on Done and Save Frequency. This way you can change the price for the entire frequency of the job.

 ]]> 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/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/sending-the-links-of-crew-app-to-crew-members/ Tue, 20 Aug 2024 23:26:27 +0000 https://help-brilion.brilion.net/?post_type=article&p=2259

To send the links of the crew app, please navigate to Settings > Integration > Crew App.

• Here, you can scroll down and find where it says App Store (iOS) and Play Store (Android). These links can be copied and sent to the crews based on the OS they use.

• The crews will be able to tap on this link and it will redirect them to the Brilion Crew App. They can then download the app and use the Company ID and their password to access the Crew app.

 ]]> https://help-brilion.brilion.net/article/downloading-the-statement-of-a-customer/ Tue, 20 Aug 2024 23:21:27 +0000 https://help-brilion.brilion.net/?post_type=article&p=2245

To download a statement of a customer, you will need to navigate to the customer and click on them. Click on the Statistics tab.

• Use the green Actions button, you can find the option to Export Statement in PDF.

 ]]> https://help-brilion.brilion.net/article/allocating-crew-to-zones/ Tue, 20 Aug 2024 23:16:57 +0000 https://help-brilion.brilion.net/?post_type=article&p=2236

To allocate crews to zones, please head over to Settings > Zones > Allocate Crew to Zones.

• In this section, keep in mind that the crews kept on the left will mean that Brilion will Auto-Assign the crews by default.

• If you click on them, they will be allocated to the zone depending on which zone you’re viewing under in the right list.

• If you click back on the crews, then it will auto-assign them back again and send them to the list on the left.

• Hit Save and now the crews will be allocated to their respective zones.

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