[{"id":"5","title":"Reservations","contentTitle":"Reservations","content":"<p>All the stored\u00a0<strong>orders\/appointments<\/strong>\u00a0are visible from this view.\u00a0You can also create <em>offline upcoming reservations<\/em> (e.g. via telephone) with an intuitive calendar form.\u00a0Every time an order is made from the front-end, the customer, the employee and the administrator(s) will be <span style=\"text-decoration: underline;\">notified<\/span> via e-mail.<\/p>\r\n<p>You can\u00a0<span style=\"text-decoration: underline;\">print<\/span>\u00a0all the selected orders by clicking the <strong>Print<\/strong> button on\u00a0the toolbar.\u00a0<\/p>\r\n<p>It is possible to search the appointments by <strong>ID<\/strong> (by using the prefix <span style=\"text-decoration: underline;\">id:<\/span>), <strong>order key<\/strong>, <strong>customer name<\/strong>, <strong>customer e-mail<\/strong>,\u00a0<strong>customer phone<\/strong>, <strong>coupon code<\/strong>, <strong>employee<\/strong> and <strong>service<\/strong>. It is also possible to filter the appointments by <strong>status<\/strong>, <strong>method of payment<\/strong>, <strong>type<\/strong> (paid or not) and <strong>checkin date<\/strong>.<\/p><ul class=\"fields-list\">\r\n<li><span class=\"field-param\">Order Number<\/span>\u00a0-\u00a0an incremental identifier of the orders (integer). By hovering the mouse on the ID you will see who (&amp; when) created the order.<\/li>\r\n<li><span class=\"field-param\">Order Key<\/span> - an alphanumeric secret value used to search the orders by the customers (order number must be always specified).<\/li>\r\n<li><span class=\"field-param\">Date<\/span>\u00a0-\u00a0the checkin date of the appointment.<\/li>\r\n<li><span class=\"field-param\">Time<\/span>\u00a0-\u00a0the checkin time (hours and minutes) of the appointment.<\/li>\r\n<li><span class=\"field-param\">Employee<\/span> - the employee that was assigned to the appointment.<\/li>\r\n<li><span class=\"field-param\">Service<\/span> - the service that was requested in the appointment.<\/li>\r\n<li><span class=\"field-param\">People<\/span> - the number of people for the selected date, time, employee and service. If your service doesn't host multiple people at the same date and time, it will be equals to 1 by default.<\/li>\r\n<li><span class=\"field-param\">Total Cost<\/span>\u00a0- the total cost of the appointment. The value will be automatically filled-in (for new reservations) with the cost of the service. When someone pays the cost of a reservation through a payment gateway, you will be able to see the amount paid near the total cost. The\u00a0<strong>total paid<\/strong>\u00a0amount cannot be changed manually. If you are using some Special Rates, the information button next to the amount could be used to see how the total cost is calculated (only while creating new reservations).<\/li>\r\n<li><span class=\"field-param\">Duration<\/span>\u00a0- the total duration of the appointment.\u00a0The value will be automatically filled-in (for new reservations) with the duration of the service, which is used to calculate the checkout time of the appointment. The duration has to be specified in minutes.<\/li>\r\n<li><span class=\"field-param\">User<\/span>\u00a0- select a user from the dropdown to assign a customer to the order and to auto fill-in all the details (nominative, mail and phone number).\u00a0<span>In case the user doesn't exist or its details are wrong, it is possible to click the icon next to this field to insert\/update a customer without having to leave the page.<\/span><\/li>\r\n<li><span class=\"field-param\">Nominative<\/span> - the full name of the customer for this appointment.<\/li>\r\n<li><span class=\"field-param\">Purchaser E-Mail<\/span> - the e-mail address of the customer for this appointment. This value will be used to send e-mail notifications to the customer.<\/li>\r\n<li><span class=\"field-param\">Purchaser Phone<\/span> - the phone number of the customer for this appointment. This value will be used to send SMS notifications to the customer. The phone prefix have to be specified from the apposite dropdown and not within the text input.<\/li>\r\n<li><span class=\"field-param\">Coupon<\/span>\u00a0- select a coupon from the dropdown if you want to assign it to the order. If an order has already a coupon code, it won't be possible to change it or to remove it. When you select a coupon code and save the changes, <em><span style=\"text-decoration: underline;\">the new amount won't be automatically calculated<\/span><\/em>, while the coupon details will be automatically updated (quantity used). From the dropdown will be visible only the <span style=\"text-decoration: underline;\">VALID<\/span> and <span style=\"text-decoration: underline;\">NOT ACTIVE<\/span> coupons (expired coupons are ignored).<\/li>\r\n<li><span class=\"field-param\">Payment Gateway<\/span>\u00a0- the gateway used (or to use) to pay the amount of the appointment. If the selected employee won't have custom payments, only the default ones could be selected.<\/li>\r\n<li><span class=\"field-param\">Status<\/span> - the status of the appointment.\u00a0There are 4 different possible statuses:<br \/><span style=\"color: #008000; font-weight: bold;\">CONFIRMED<\/span> - the order is approved and the customer can go to the appointment. The\u00a0CONFIRMED status is set every time the customers complete a payment successfully or when the total cost of the order is equals to 0.00 and the default status is CONFIRMED (configuration setting).<br \/><span style=\"color: #ff7000; font-weight: bold;\">PENDING<\/span>\u00a0- the order is stored in the database and the customer has to pay the amount of the order or has to wait for a manual approval. An order remains as PENDING only for a limited period (the time is given by the <strong>Keep App. Locked for<\/strong>\u00a0configuration setting).<br \/><span style=\"color: #990000; font-weight: bold;\">REMOVED<\/span>\u00a0- an order becomes REMOVED when a customer doesn't pay the order within the limited range of time.<br \/><span style=\"color: #f01b17; font-weight: bold;\">CANCELLED<\/span>\u00a0- an order becomes CANCELLED when a customer cancels it from the Order page in the front-end. It is possible to disable the order cancellation from the configuration. When a customer cancels its order, it won't be refunded automatically by the system. In case the <strong>User Credit<\/strong> setting is enabled, the total amount paid will be accredited to the user account.<br \/><br \/>When you change the status to <strong>CONFIRMED<\/strong>, the <strong>Notify Customer<\/strong> parameter will be automatically checked to notify the user via e-mail. When you select the <strong>CANCELLED<\/strong> option, you will be asked to notify all the customers in the waiting list of that service and for that date.<\/li>\r\n<li><span class=\"field-param\">Already Paid<\/span>\u00a0- enable this option if your customer has already paid the amount of the reservation. This value will be auto checked when the payment is made online. This value should be used only for offline payments, cash upon arrival or failed transactions.<\/li>\r\n<li><span class=\"field-param\">Notify Customer<\/span>\u00a0- check this option if you want to re-send a notification e-mail about the appointment only to the customer. The button next to this option, that appears when turning it on, can be used to include custom texts within the notification e-mail. When writing a text, it will be saved as new (unpublished)\u00a0<strong>E-mail Custom Text<\/strong>\u00a0so that it can be re-used in a second time.<\/li>\r\n<li><span class=\"field-param\">Notify Employee<\/span>\u00a0- check this option if you want to re-send a notification e-mail about the appointment only to the employee.<\/li>\r\n<li><span class=\"field-param\">Custom Fields<\/span>\u00a0- the custom fields filled-in from the customer during the purchase. If you leave these fields blank, they will be auto filled-in with the customer details (only e-mail and phone number).<\/li>\r\n<li><span class=\"field-param\">Additional Options<\/span>\u00a0- the additional options for this reservation. By selecting an option from the dropdown, the system will be display the price and the quantity to choose. If the option has variations, you will be asked also to fill in the variation needed. You have to press the <strong>Add Option<\/strong> button to insert the selected option to this reservation.<\/li>\r\n<li><span class=\"field-param\">Notes<\/span> - if you need to insert some additional notes about the order, you can use this field. This value will be visible only from the administrator.<\/li>\r\n<\/ul>"},{"id":"872","title":"Order Statuses","contentTitle":"Order Statuses","content":"<p>Within the management page of a reservation, it is possible to access the <strong>Order Statuses<\/strong> section to check an history of the order. From this list it is possible to read a description of each <strong>status<\/strong> that the order received. For example, it is possible to check how the order was <strong>CONFIRMED<\/strong>. Or maybe why the appointment was marked as <strong>REMOVED<\/strong> after a <strong>PENDING<\/strong> status.<\/p>\r\n<p><\/p>\r\n<p>It is also possible to change the status manually and to add a custom comment as <strong>reminder<\/strong>.<\/p>\r\n<p><\/p>"}]