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Service Code - enter a new unique code. Keep this short - 6 characters or less, capital letters, no spaces, easily identifiable, unique.
Service Name - enter a new unique name. This can be longer - often used on documents/emails.
Service Description - typically the same as the name, but can contain further details if they are required on documents/emails.
Portal Name - enter a customer friendly name (for use on the online booking system), often the same as the Service Name.
Service Display Name - enter a customer friendly name (for use on documents/emails), often the same as the Service Name. Sometimes used to hold the Service Name in a different language.
Portal Description 1 - only complete for Accommodation services, else leave blank. Displayed on the online booking system.
Portal Description Dates - only complete for Accommodation services, else leave blank. Displayed on the online booking system.
Portal Restrict Length Minimum - only enter a numerical value here if you wish to restrict the minimum length of the Service it is possible to book through the online booking system, typically blank.
Portal Restrict Length Maximum - only enter a numerical value here if you wish to restrict the maximum length of the Service it is possible to book through the online booking system, typically blank.
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Service Options - copies any Service Options, not common on Courses but on Accommodation, can be Room Type, Board Type for example, typically left checked.
Service Schools - copies any Schools that can deliver the Service, typically left checked.
Service Dates - copies any dates the Service is available for - common with fixed length courses, typically left checked.
Account Finance Settings - copies any records on Agent Accounts that offer a specific commission rate for the Service, typically left checked.
Finance Groups - copies membership of any Finance Groups, used on Agent Accounts to offer a specific commission for the Group, typically left checked.
Service Classes - copies membership of any Classes to allow the Class to deliver tuition for students who book the Service, typically left checked.
Service Days - copies all Service Days the Service is delivered on, used to calculcate calculate statistics and partial pricing, typically left checked.
Email Templates - copies all email templates that have been specifically created for the Service, not common, typically left checked.
Price Item and Prices - activates the panel below
Service Relationships - copies all relationships with other services, used in the online booking system to define the flow of the Services presented to the user for selection.
Price Item to Copy
This section will create a copy of the PriceItem associated with the Service you are copying:
New Price Item Code - enter a new unique code
New Price Item Name - enter a new unique name
New Price Item Description - typically the same as the name, but can contain further details if required
Prices to Copy
This section will copy any Prices held in any existing Price Lists.
Highlight any Price Lists where you wish to copy the Prices.
This can be particularly useful if there is a complex pricing structure such as discounting for different amounts of weeks booked.
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Once copied, review the new Service.
Check all fields for accuracy and adjust where required.
Note: there are some new fields that have been added to the Service since the Copy Service functionality was built which will NOT be copied, but instead retain the value from the copied Service.
In particular, check and adjust the following fields:
Booking Fee Service - used to automatically apply an administration fee.
Integration Code - important: this must be unique as it controls the Service on the online booking system
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Navigate through the tabs to check all relationships with other objects.
Navigate through to the Price Item and adjust any details and prices where required.
Test - both internally through a Booking on an Enrolment and if appropriate, through a Booking on the online booking system.
Any problems, double check the fields and relationships
If anything is not appearing as expected, contact your System Administrator.