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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 the value defined in the Portal Sort valuefield. |
Portal Sort | Enter the Sort value as requireda 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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Ensure “Portal Active” is checked for all Service Options you wish to make available on the portal.
It is possible to enter a different “Portal Name” for these options that is more customer friendly, if required.
It is also possible to restric restrict the minimum and maximum age for the sepcific specific Service Option on these records.
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