How to place an order
When placing a new order for a client, you can follow these easy steps:
Go in the Clients menu
Once you've found your client select the filter by clicking on the three dots to the right. Click Add an order
**If this is a new client, click the + sign in the top right to add the Client account first** then click Start in the Standard or custom order, depending on what your needs are
Standard order: You will place the order the same way a client will online. All steps will be based on services, availability and zones of your employees.
Custom order: No restriction. You place an entire custom order.
Standard Order
1. ADDRESS
Type the address you looking for. This page is linked with Google API. Make sure to select one of the choices available. If the right address does not show, select the nearest place in the map and define the right address by clicking on the edit button at the right.
2. Choose a category and next a service
3. Add-ons
If you offer options with your services, it will appear here. Check all options you want to add with or without the quantity needed.
** If the selected photographer does not offer one of the options you chose, you will be warned that the option will be removed from your order.
4. Date
If all of photographers are not available for a day it will be noticed. When scheduling for a day without any availability, choose the best time of the day you would like your appointment and your provider will contact you to finalize the booking.
5. Time and photographer
Select the photographer and time. The ordering system will show the nearest photographer based on the address. If there is any travelling fees to add (based on your provider's configuration) it will show and be added to the invoice of this order.
The system shows the photographer's available time slots based on their set availability and existing appointments. It also calculates travel time between sessions and factors in how long your selected services will take, ensuring enough time is scheduled for each appointment.
** If the selected photographer does not offer one of the options you chose, you will be warned that the option will be removed from your order.
As a provider, you can click on "BY PASS" to schedule an appointment manually, without following the usual availability, travel time, or service duration rules. This gives you full control when needed.
As a client, if there's no availability for a specific date you can request the best time for you. The Provider will receive an email to let him know your preference.
6. Additional Information
If you want a third party to be informed of the appointment date and time, add an email address there. If you need to add a note for the photographer or the client you can add it here. It will be seen by both.
Add all needed information.
7. Payment
This is the time to make sure all the information is correct. Select the payment method based on your configuration. If the client does not have an invoice address, add one it is mandatory.
Review all information and Click Confirm my order
** I f you need to do any modification after the order is schedule. In your order Menu click EDIT THE ORDER