Service Configurations
The "Service Config" feature allows users to manage view and payment method restrictions for services within Agency Handy. This feature provides flexibility in controlling which services are visible to clients and which payment methods can be used for specific services.
Benefits
Controlled Visibility: Restrict which services are visible to specific client groups, allowing tailored service offerings.
Payment Flexibility: Manage which payment methods can be used for different services, ensuring payment methods align with service requirements.
Enhanced Security: Limit access to services and payment options based on client and service group needs, improving security and compliance.
Pre-conditions
User Permissions: Ensure you have administrative permissions to configure service view and payment method restrictions.
Existing Services: Have services and service groups already created and organized within the system.
Client Groups: Ensure client groups are set up and defined if you want to apply view restrictions.
Steps to Use
Log in to Your Account
Access your Agency Handy account using your credentials.
Navigate to the Service Config Section
Go to the "Service" section and click the "Service Config" button.
Set Service View Restrictions for Clients
Click on the "Restrict Service View" button.
A modal will open, allowing you to:
Select Service Groups and Services: Choose the service groups and individual services you want to restrict.
Restrict Multiple Services: You can select and restrict multiple services across various client groups.
Click the "Save" button to apply these restrictions. The selected services will be hidden from the specified client groups.
Set Payment Method Restrictions
Click on the "Restrict Payment Methods" button.
A modal will open, allowing you to:
Select Service Groups and Payment Methods: Choose which payment methods should be restricted for each service group.
Restrict Multiple Payment Methods: You can select and restrict multiple payment methods across different service groups.
Click the "Save" button to apply these restrictions. The specified service groups will only be available for purchase using the selected payment methods.
Important Notes
Service Visibility: Ensure the restrictions are applied accurately to avoid unintentional visibility issues. Review and adjust restrictions regularly as needed.
Payment Methods: Double-check that the selected payment methods align with the service offerings and client needs to avoid transaction issues.
Restrictions Management: Track the restrictions set for services and payment methods to ensure they meet current business requirements and client needs.
Modal Interaction: When selecting services or payment methods in the modal, save your selections before closing the modal to ensure the restrictions are applied correctly.
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