Service Configurations

FAQ: Service Configurations in AgencyHandy

1. What is the purpose of the Service Config feature in AgencyHandy?

The Service Config feature allows users to manage view and payment method restrictions for services, enhancing control over service visibility and payment options.

2. Can I restrict the visibility of services to specific client groups?

Yes, you can restrict services to be visible only to selected client groups.

3. How do I access the Service Config settings?

Log in to your Agency Handy account, navigate to the "Service" section, and click the "Service Config" button.

4. Can I restrict multiple services at once?

Yes, you can select and restrict multiple services simultaneously when configuring service views.

5. What kind of permissions do I need to configure service views?

You need administrative permissions to access and configure service view restrictions.

6. Can I set payment restrictions on a per-service basis?

Yes, you can choose specific payment methods for each service when configuring payment restrictions.

7. How do I restrict payment methods for a service group?

Go to the Service Config section, click "Restrict Payment Methods," select the desired service groups, and specify the allowed payment methods.

8. Can I change the payment method restrictions after saving them?

Yes, you can update or modify the restrictions anytime from the Service Config settings.

9. What happens if I select the wrong payment method during configuration?

You can edit the settings and update the payment method to ensure the correct options are applied.

10. Is there a way to track which services have restricted views?

Yes, you can review all restrictions within the Service Config section by accessing the view settings.

11. What happens if I remove a client group from a restricted service view?

The service will become visible to that client group once the restriction is lifted.

12. Can I apply restrictions to services that are part of multiple groups?

Yes, you can configure restrictions even if the service belongs to multiple groups.

13. Are payment method restrictions applied immediately?

Yes, once saved, the restrictions take effect immediately.

14. What should I do if the restricted services still appear to some clients?

Double-check the client group assignment and ensure the settings were saved correctly.

15. Can I test the restrictions before making them live?

Yes, you can check the client portal to verify the visibility and payment settings after configuring them.

16. What types of payment methods can I restrict?

You can restrict methods such as Strips, PayPal, and Manual Banking payment gateways.

17. How can I make a service available again after restricting it?

Go to the Service Config section, find the restricted service, and update the view settings to make it visible again.

18. Are there any default settings that might conflict with my custom restrictions?

No, custom settings will override any default configurations for service visibility and payment methods.

19. Can I restrict a service without specifying a payment method?

Yes, service visibility can be configured independently of payment method settings.

20. Can I restrict a service for one client group but not for others?

Yes, the Service Config feature allows selective restriction based on client groups.

21. Will clients be notified if a service becomes restricted?

No, clients are not notified. The service simply becomes invisible to those without permission.

22. Can I reset all restrictions to default settings?

There is no single reset option; you must manually update or remove individual restrictions.

23. How do I ensure that my changes are saved properly?

After configuring the settings, always click the "Save" button to ensure the restrictions are applied.

24. Are there any logs to see who changed the settings?

Currently, Agency Handy does not provide a change log for service configuration adjustments.

25. What should I do if the system doesn't apply my restrictions correctly?

Try refreshing the page, and if the problem persists, check for any conflicting settings or permissions.