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Portal Settings | |||
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Portal Admin Fee | It is possible to automatically charge a different admin fee through the portal as opposed to internally by completing this lookup to the relevant admin fee. | ||
Portal Code | Typically the same code as the Service Code; used to identify the Service on the portal. | ||
Portal Name | The name as appears in the picklist for the customer. Mandatory if Portal Active is true. | ||
Integration Code | IMPORTANT: used to populate URL parameters for direct links to the Service. Please see this article for more information. | ||
Service Group | IMPORTANT: used to populate URL parameters for direct links to the Service. Please see this article for more information. | ||
Portal Deposit Type | Choose Percent or Amount. Used to determine how much deposit is required. | ||
Portal Deposit Qty | Enter Percent or Amount figure. Used to determine how much deposit is required. | ||
Portal Setting | Required if a separate portal for specific Services is in use. | ||
Portal Description 1 | Accommodation Services Only - displays the text in this field below the Accommodation picklist when Service selected. | ||
Portal Description Dates | Accommodation Services Only - displays the text in this field below the Accommodation date picker when Service selected. | ||
Portal Start Date | Allows control of when the Service is available to be booked through the portal. | ||
Portal End Date | Allows control of when the Service is available to be booked through the portal. | ||
Portal Allow Past Service Dates | Allows the user to book the Service with a Start Date in the past. | ||
Portal Allow Zero Pricing | Allows the user to book Services that may have a £0 price (for example ad hoc accommodation). | ||
Portal Allow Clash | Allows the Service to be booked for the same dates as another Service (for example, a morning and afternoon course on the same week) | ||
Portal Allow Remove | Allows the user to remove the booking and start again (using a trash can next to the booking in the portal) | ||
Portal Emergency FieldSet Active | Controls whether the Emergency Contact Details fieldset appears on the Personal Details page when booking this Service | ||
Portal Other FieldSet Active | Controls whether an additional pre-defined fieldset appears on the Personal Details page when booking this Service | ||
Portal Sort Active | Determines whether the picklist when choosing this Service should be displayed alphabetically or by a defined Sort value. | Portal Sort | Enter the Sort value as requiredthe value defined in the Sort field. |
Portal Active | IMPORTANT: overall control of whether the Service should be available to be booked through the portal. |
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