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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 the value defined in the Portal Sort field. |
Portal Sort | Enter a two-digit numeric value to control the sorting of the picklist. |
Portal Active | IMPORTANT: overall control of whether the Service should be available to be booked through the portal. |
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