The purpose of this article is to help you learn: 

  • What is the "My Drive" feature
  • How to upload a file into "My Drive"
  • How to enable "My Drive" for customers
  • How to enable "My Drive for providers

 

What is the "My Drive" feature?

The "My Drive" feature allows the admin to share files with customers and/or providers through their BookingKoala account.  Once enabled, you can locate the "My Drive" section in your customer or provider's dashboard by going to:

Providers > Providers > [Provider Name] > My Drive

or

Customers > Customers > [Customer Name] > My Drive

To upload files, click on the "My Drive" tab to open the section.

Then, click the blue "Browse" button to select the files you'd like to upload.  You can also add a Note into the box below for reference.  This will show up as a "tooltip" next to the file name. 

Then click the blue "Save" button to upload the file.

Once a file is uploaded, it can be found in the section below.  Hover over the note icon next to the file name to view your note. 

If you'd like to hide the file from the customer or provider, click the orange "Make Private" button. To make the file "public" again, click the green "Private" button.  

You can also download the file or delete it altogether.  

On the customer/provider end, users can select the "My Drive" option from the main menu to download the files you've uploaded.

If you've enabled it, customers and providers can also upload files to share with you and your staff.

 

 

 

Enabling "My Drive" for Customers

First, go to:

Settings > General > Store Options > Customer

Scroll down to the "General" section and click the "+" icon to expand it.  

Scroll down until you find the question, "Would you like to enable the "My Drive" option for your customers?" and select "Yes". This will allow you and your staff to upload files directly into their account.  

You can also decide if you would like to allow customers to upload files into the My Drive section under the question, "Would you like to allow your customers to upload files inside their accounts?"

Select "Yes" to allow customers to upload files as well, or select "No" to only allow staff and admin to upload files into their My Drive.  

Then, click the blue "Save" button at the bottom of the page. You will now see a "My Drive" tab when you visit your customer's dashboard.  

 

Enabling "My Drive" for Providers

First, go to:

Settings > General > Store Options > Provider

Scroll down to the "Booking" section and click the "+" icon to expand it.  

Scroll down until you find the question, "Would you like each provider to have a "My Drive" option to share their documents?" and select "Yes". This will allow you and your staff to upload files directly into their account.  

You can also decide if you would like to allow providers to upload files into the My Drive section under the question, "Would you like to allow your providers to upload files?"

Select "Yes" to allow providers to upload files as well, or select "No" to only allow staff and admin to upload files into their My Drive.  

Then, click the blue "Save" button at the bottom of the page. You will now see a "My Drive" tab when you visit your provider's dashboard.