Services configuration

Services are used to provide various additions when creating or modifying a booking. A few examples include a catering service or IT support, but it can be modified to any service that can be provided. A service consists of a provider and items that are categorized within different groups. There are two general options that can be set for services.

Use this button to switch between the old and new layout

Log in to the GoBright portal with your manager account, and choose Settings > General. Enable price calculation, if prices are applicable, and decide if and how the cost center is used. 

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Next, enable services on the Room(s) where these can be provided. Go to Settings > Meet and choose Rooms from the sidebar menu. Select one or more rooms and open their settings, navigate to the Booking of services available checkbox and enable it.

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Add service provider

First, the service provider will need to be created. Log in to the GoBright portal with your manager account. Go to Settings > Meet and choose Service providers from the sidebar menu.

This will display an overview of the currently created service providers. Choose an existing one or press the blue 'Add' button to add a new provider.

General

Enter a name and select the correct time zone, this will define when notification will be sent.

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Notifications to the service provider

A daily overview can be sent to the service provider, this will be sent along with any other notifications. A direct notification can be sent when a new request is made or changed. It's possible to only notify the provider if the request has been made within a certain time before delivery.

The email address of the service provider should be entered to receive these notifications.

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Notifications from the service provider

The service provider is able to update the status of a request and can choose whether a notification will be sent at every change or only when declining the request. The notification can be sent to the requester or multiple specified email addresses, these should be separated with a comma.

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Add Service catalog group

Go to Settings > Meet and choose Service catalog groups from the sidebar menu. The catalog group is used to define a category within the items that the service provider can provide. To modify a group, select an existing group. Create a new group by pressing the blue 'Add' button in the top-right corner.

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Add Service catalog item

Go to Settings > Meet and choose Service catalog items from the sidebar menu. Any item that is added to a service provider will be listed here. Select or create a new item by pressing the blue 'Add' button in the top-right corner.

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General

Enter a name and description for the item. Select the correct service provider and choose the group to categorize the item. An image can be added for the item either from the media library or by uploading a new image.

Amount and pricing

The number of items can be defined by the requester (user input) or is set to a fixed amount. The price currency and amount can be entered, but only if pricing is enabled under general settings.

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Adding a cost center

A cost center is used to allocate costs within a business. Consult with your financial department which names are preferred and create the cost center(s).

Go to Settings > Meet and choose Cost centers from the sidebar menu. Add a new cost center by pressing the blue 'Add' button in the top-right corner.

Create the service provider user role

A service provider needs to be assigned with a user role to access the GoBright portal. Add a new user role via Settings > Users and choose Roles from the sidebar menu. Create a new role called ''Service Provider' by pressing the blue 'Add' button in the top-right corner.

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Select the correct permissions for the role and save it.

After that new users can be created for each different service provider via  Settings > Users and choose Users from the sidebar menu. Assign the correct user role to each service provider so they'll only be able to access services related options within the GoBright portal.

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