How to add services and options

In order for your customers to order services directly online, you will need to configure their details. In this article, we will see how to add services, options and link them to each other.

NOTE

Setting your zone and your availabilities are mandatory for all online orders.

Services

Add only the services you want to offer online to your customers.

Create a category

  • Click on the + sign 
  • Choose icon, title and description

Create a service

  • Click on the + sign in the category you want to add it.
  • Complete the descriptive fields of the services; the duration, price, title and description. Your description should be short. Each of this information will be seen by your customers.

  • (optional) Configure the delivery content. This is only a reminder that will appear in image management. This information is only seen by you.
    * If you offer the pre-selection service you will need to configure the content to be delivered *
  • Enabled linking of your options (create beforehand) and choose the cost
  • Click on ADD SERVICE

Once your category and services create, you can modify, rearrange and delete them using the icon at the end of each line

    Options 

    An option is a way to sell additional products when ordering an online service, for example: Homestaging, video, home shots, etc.

    To create options or à la carte services, you can select the Options tab.
    - You must describe your service option in the name field. This field has a capacity of up to 128 characters.
    - You will also need to configure the content to be delivered. This is only a reminder that will appear in image management. This information is only seen by you

    Once your options have been created, you return to all your services and link them.

    NOTE

    You can indicate a different price for every service you link your option with

      Link options
      1. Click the service to which you want to link the options.
      2. Select the Optional box to link the option to your service
      3. Enter the price.
      - Repeat step 2 and 3 for all the options you want to link
      4. Click ADD SERVICE OPTION. Marketplace members will have access to a third tab that allows them to add standardized services. To know the details of this section click on Service Marketplace

Marketplace members will have access to a third tab that allows them to add standardized services. To know the details of this section click on Service Marketplace
* Service currently offered only in Quebec *

19 STEPS

See the tutorial below:

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