Service Options Field Guide - Settings Chart

Erica U.
Erica U.
  • Updated

Overview:

This comprehensive resource is designed to provide detailed information on configuring and managing service options within your Gingr system. Whether you're setting up new service options, refining existing ones, or ensuring accurate settings across multiple locations, this guide covers all essential aspects to help you optimize your operations.

In this guide, you'll find explanations for various settings, from general options like naming and descriptions to more advanced configurations like tax settings, account codes, and commission inclusion. We've also included helpful hints and tips to ensure you make the most of each feature, as well as instructions on how to manage these settings efficiently.

Whether you're a seasoned pro or new to the Gingr platform, this guide is your go-to resource for mastering service option settings and providing exceptional service to your customers.

 

Field Guide: A guide to all service option settings

General Settings Description Helpful Hint
Name The name that will be displayed both internally and on the Customer Portal.  
Allowed Locations Select which location(s) this type of option should be available for  
Description Include any information the customer will need to know about the details of the service and its pricing. For grooming services, the description can help describe the pricing expectations. This section can include Pictures, Tables, Website links, and more!
Is Taxed If enabled tax will be applied to this service on invoices.

Manage tax rate and tax settings in mass under Admin ยป Tax Settings

For more information see our article on Configuring Tax Settings.

Account code Optionally indicate which account code the charges for this booking type should be reported on.

Account Codes can be set under Admin Account Codes.

For more information see our article on Revenue Report Account Codes

Include in Commission If enabled, the service will be included in the commission calculated for services completed by a specialist.   

 

Customer Portal Options Description Helpful Hint
Show on Customer Side When enabled customers can see and add this service to their reservation request from the customer portal. You will see this as "disabled" on your end, but it's not visible to customers.

 

Power User Settings Description Helpful Hint
Delete? Deletes the service.  IMPORTANT: if a service has ever been used before you must not delete it. Doing so will corrupt your data and we may not be able to recover it. If you are at all unsure if you can delete something please contact Gingr Support.

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