Setting up your variables.

Variables are used in form 1 and form 4 to describe the service needed.

First you will want to set your Variables. For example, in the home cleaning industry variables would be bedrooms, bathrooms, etc.

Click on the green "Manage Variables" button on the top of the page. 

Then once redirected to the new page click on the green "Add New" button.

Add Variable Category:

Name your variable category. 

Then click the green "Save" button. 

If you only have one Variable Category you will then go back to the main Pricing Parameters section. If you have more then one you will click "Add New" name it and then save it again and redo this process until you have all of your Variable Categories set. 

Once you are back to the main Pricing Parameters page you will then click on top "Add New" button above the section that says "Pricing Parameters Not Found" 

Once inside you will then name your first variable. For example, in the home cleaning industry since "Bedrooms" and "Bathrooms" are the categories you can simply name the variables "1" "1.5" "2" "2.5" "3"..... and so on. 

You can add a description for your purposes so that you are not confused as to which variable this goes for as you may have some that are named the same thing. 

Next you will choose the "Variable Category" in the drop-down menu. If you only have one then you don't need to select anything. 

Show explanation icon on form? 

This option allows you to place an explanation of the variable on the booking form for your customers to see. 

Enable pop-up on selection? 

This option allows for a pop-up to appear when the variable is selected. 

Frequencies? 

This option allows you to select which frequencies this variable will appear for.

Display? 

This option allows you where you want to display this variable. 

Price & Time

S.A. stands for Service Area. 

M.L. stands for Merchant Location

Pricing

Put in how much it would cost to service just this variable. For example, in home cleaning if this is a 1 bedroom, how much does it cost to clean just a 1 bedroom. If you are adding more variables later like 2 bedrooms, 3 bedrooms then you will want to add on pricing to your initial 1 bedroom. If it takes $90 dollars to clean a 1 bedroom home then you will want to make it $110 dollars to clean a 2 bedroom home. This is how our variables work in our smart scheduling. 

Time

Put in how long it would take to service just this variable. For example, in home cleaning if this is a 1 bedroom, how long does it take to clean just a 1 bedroom. If you are adding more variables later like 2 bedrooms, 3 bedrooms then you will want to add on time to your initial 1 bedroom. If it takes 60 minutes to clean a 1 bedroom home then you will want to make it 90 minutes to clean a 2 bedroom home. This is how our variables work in our smart scheduling. 

Service Categories

This option allows you to select which service categories this variable will appear for. 

Locations

This option allows you to select which locations this variable will appear for. 

Default

This option allows you to select that this specific variable will be the default one to appear on the booking form when a customer or admin lands on it. 

Enabled/Disabled

This option allows you to enable or disable it from showing on the booking form. *Note: you will not be able to disable this variable if you have active bookings in the system already with this variable selected. The booking must be completed and charged for it to be able to be disabled. 

Click the green "Save" button on the bottom of the page. 

Repeat this for every single variable that you have for each Variable Category that you have. 

How do you exclude variables and turn them into partial jobs?

You have the ability to make a service a partial service by adding in "Excluding Variables" 

You will go to the main Pricing Parameters page you will then click on bottom "Add New" button above the section that says "Excludes Parameters Not Found" 

Once inside you will want to name the variable that you want to exclude. 

For example, in the home cleaning industry you can select that you do not wish to have your whole home cleaned and you want only a partial cleaning. The customer will select an option stating "This is a partial service" (This message can be changed). Then the customer will have options of what they do not want cleaned like the Kitchen, Living Room, Dining Room, etc.

Once you name it you can place in a description for yourself. 

Show explanation icon on form? 

This option lets you explain to the customer what they are excluding when selecting this variable. 

Display?

This option allows you to choose where would you like to display this excluded variable.

Frequencies

This option allows you to choose which frequency this excluded variable will appear for. 

Service Categories

This option allows you to choose which service category this excluded variable will appear for. 

Locations

This option allows you to choose which location this excluded variable will appear for. 

Price & Time

S.A. stands for Service Area. 

M.L. stands for Merchant Location

Pricing

Put in how much money the customer will be reduced when this excluded variable is selected. For example, in the home cleaning industry, if you do not want your kitchen cleaned and the price for that is $30 and the total booking amount before selecting this option is $160, after selecting this excluded kitchen the price will go down to $130. 

Time

Put in how much time a customer is going to save on the total service when this excluded variable is selected. For example, in the home cleaning industry, if you do not want your kitchen cleaned and the time for that is 20 minutes and the total booking time before selecting this option is 2 hours, after selecting this excluded kitchen the time will go down to 1 hour and 40 minutes. 

Quantity Based? 

This option allows you to give the customers a way to select how many times they can select this option. For example, in the home cleaning industry, if a customer has a 7-bedroom home and they do not want 5 of those bedrooms cleaned then the customer can select this option up to 5 times and it will reduce the price and time from the booking times 5. 

Select Icon

You can place an icon for this excluded variable. The image size is 300 x 300 px. 

Apply to all bookings? 

When someone makes a booking will this parameter get added to all future bookings? When editing a booking you can adjust this later. 

Apply only to the first appointment? 

When someone makes a booking will this parameter get added to only the first appointment? When editing a booking you can adjust this later. 

Enabled/Disabled

This option allows you to enable or disable it from showing on the booking form. *Note: you will not be able to disable this variable if you have active bookings in the system already with this variable selected. The booking must be completed and charged for it to be able to be disabled. 

Click the green "Save" button on the bottom of the page. 

Repeat this for every single variable that you wish to be excluded from a service.