< Making an Online Booking with Request Services < How to Add Further Services to a Booking

 

 

 

Navigation: Click the link "go to portal" from any Client's blue snapshot panel 

If your client realises that they need further services ordered for a particular day that they have already requested services for, they will need to follow the How to Request a Service procedure again.

 

  1. Click on each date they want to request additional services for - each date will turn orange when selected. If they want to de-select a date, click on it again in the calendar or click the red cross next to the date in the "Dates Selected" section of the screen. To de-select all dates selected in your calendar, click "clear all dates".

  2. Select the service they want to add from the dropdown list. The list will only show services which you've marked "Show in Portal" on the advanced tab of the service item. See Advanced Service Attributes for more information on this. Select a time of day. Don't forget to check AM or PM if you're operating on a 12 hour clock.

  3. Enter a note stating that the services should be "added to an order".

  4. Click "Add To Request"

  • If they want to add further services for the same date(s) then select their next service, choose the time, enter a note if they wish and click "Add To Request" to add these to the list for submission.

  • If they want to add further services for different dates before submitting their request, they must click "clear all dates" before selecting the additional dates, otherwise the services they have just added will be duplicated in the list for submission.

  • If they change their mind, clicking the "Clear All/Start Again" option will remove all jobs from the request.

  • Clicking the "notes" icon will show any notes that were added to the request.

  • Clicking the red "X" or "clear" icon will delete the job from the request.

  • When the online booking is complete, click "Submit Now" to send the Job Request.