Once you have created a service, you will need to configure it so that it can be booked correctly.
There are two ways to do this:
using the wizard at the organisation level of admin (basic method)
going into the location admin settings (advanced method)
Configure a service using the wizard (basic method)
You should see the wizard when creating your service but if not (or you didn't want to do it at that time), you can still use the wizard:
Click on Admin in the right hand menu
Click on Services in the Organisation Resources box
Click the name of the service and then the Location section.
Click the Configure button to the right of the location you wish to set the service up for and follow the prompts.
To access the more detailed service configuration functions, you must go into the Location Admin settings.
Configure a service (advanced method)
If you are a single location clinic, having admin access will automatically grant you organisation level access.
If you have more than one location, you will need to have organisation level access to make these changes - your account owner can grant you access.
Click on Admin in the right hand menu and select your location from the dropdown menu at the top of the page. (You will see the page title will now contains the name of your clinic.)
Click on "Services" in the Resources box.
To configure all the services within a category, click the category name. To configure an individual service, expand the category by clicking the arrow to the left and then click on the service you wish to configure.
Some sections of the pop-up will be visible but cannot be changed here - these are changed at the Organisation level when creating or editing the service.
General : This cannot be edited here, it is done at the Organisation level.
Duration : The default time to be set aside for the service. This can be changed for individual practitioners in the Staff section.
Pricing : Gross / Net Price, and whether to include tax or not.
Staff : Select which staff are allowed to perform the service (if they do not appear in the list, ensure that they have been given permission to perform this service in admin/organisation/staff/service rules).
If different from the defaults, enter duration and price for that staff member. This can also be done at category level rather than updating each service one at a time.
You can also set staff rules for individual staff members in admin/staff.
Room & Equipment : Tick the check boxes to indicate which rooms and equipment are required to perform the service. Use the 6 dots beside each to drag the rooms and equipment so that they are in the order of preference. Collums will look to book the service in the first room but if not available, will check for the next room in the list and so on.
Online Booking : Activate online booking, and display Service descriptions, duration, and pricing online.
Commission : Clicking "Allow commission" applies this setting to all the Courses within the category. This means that sales of these Courses will be included in the staff commission reports.
Forms : This cannot be edited here, it is done at the Organisation level.
Ensure that your desired Services are active - the switch in the "Active" column should be green. Click to activate/deactivate.
TIP : 💡
If you have more than one piece of the same equipment (e.g. 2 dermapens), create 2 equipment (e.g. dermapen 1 & dermapen 2) and select both for the service.
Collums will check if the first pen is available and if not, look for the 2nd.