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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/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/editing-customer-details-for-existing-customers/ Tue, 20 Aug 2024 23:38:29 +0000 https://help-brilion.brilion.net/?post_type=article&p=2286

To edit customer details for existing customer, please find that customer under the Customers tab. Click on the customer that you want to edit the details for.

Once you click on the name of the customer, a new tab will open up with the profile of the customer including every detail of them.

• Find Edit client under the Profile tab and click on it. Now you change or add details relating to the customer. You can change or add the contact details, Address, Payment Terms, Notifications and various other customizations that are available.
• Click on Save and the details of the customer will be updated.

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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.

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To see all the paid or unpaid invoices, please head over to Bills > Invoices.

• Here, under Amount Paid, you will be able to filter out the paid and the unpaid invoices accordingly. Check or uncheck the box based on the invoices you want to see.

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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.

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