Advanced customization (Resources and multi-location capabilities)

 

This section is dedicated to businesses and enterprises that require additional resources to complete a service. An example would be an optometrist that needs specific equipment or a particular room available to be able to resume an appointment.

Advanced customization inter alia caters to multi-locations, setting up specific payment needs, or setting up virtual (video conferencing) services.  If you don’t need advanced resources, you may skip to the next chapter.

Let’s go.

Add a New Resource

Resources are items that can be attached or associated with a service in which the service requires them, and if the resource limit is reached for that time slot, the service will no longer be bookable for that time.

Resources include things like:

• Equipment or machines
• Rooms or areas
• Other staff who aren’t immediately bookable

From the name drop-down bar > Select Resources 

On the top right-hand side > select Add New Resource

Complete the necessary information, most importantly being the name of the resource:

Once created, you can now associate this resource to the services the business offers and the number of resources in your location(s). 

In the Edit section for the resource, you’ve added > select Manage Inventory

Once within the inventory area, can start adding in the number of resources you have in each business location(s):

1. Select the drop-down arrow to open the inventory area
2. Select Add New Resource Item – (this will add in a new resource line item below as seen in the image above)
3. The name that will appear internally as the resource name
4. Select the Edit button if you’d like to change the name of the resource
5. If you’d like to delete the service, select the trash can icon

💡Yocale Tip: Sometimes, it is nice to speak to a real person. Contact us to request a demo.

Associating Resources

Now that you have created the resource and set the number of resources within your business, now you can determine which resources you’ll need for which services

Within the Resources area,> select the resource > select Associated services

In the Associated Services area, you can select the services you want to be associated with this resource:

1. Use the search bar to search amongst your listed services to add the resource to
2. Use the All Services or select individual services you want the resource to be associated to
3. Select the quantity of resource(s) that should be associated with that service

When finished select Save!

Set-up Multi-Locations

Do you operate a multi-location business? If so, navigate to the business drop-down > Manage > Locations:

 

Client Mode
We illustrated all the features and opportunities for you to get bookings online, but did you know that if you book an appointment for yourself with another business on Yocale, you can view your full appointment history? Just switch to “Client Mode” from the email drop-down menu:

A Brief Introduction to Tools

Now, let’s introduce you to your “Tools” portal. To arrive here, select Tools from the toolbar and “Business Tools”.

In Business Tools, you will most likely get the most usage from Forms, Widget Settings, and the Client Import. In addition, you as well have access to the following tools: 

• Invite Clients
• Profile Alerts
• Widget Settings 
• Payment Settings
• Invoice List 
• Import Contacts
• Form Template 
• All Submission 
• Full Client Report  (note: All the users won’t see this option in the tools and only users with the supported subscription will see it)

Selecting “Tools” and “Provider Tools” provides access to do the following:

Each of these tools will be discussed in more depth and relevancy to its chapter.