OS Services Booking for Joomla User's Guide - Ext4joomla.com

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Dec 4, 2013 (3 years and 11 months ago)

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1 Copyright 2007 – 2013, Ossolution






OS Services Booking for Joomla

Users Guide
_________________________________


By OssolutionBy OssolutionBy OssolutionBy Ossolution

Version 1.0Version 1.0Version 1.0Version 1.0



[updated: Nov 2013][updated: Nov 2013][updated: Nov 2013][updated: Nov 2013]



























2 Copyright 2007 – 2013, Ossolution







3 Copyright 2007 – 2013, Ossolution
Table of ContentsTable of ContentsTable of ContentsTable of Contents

Table of ContentsTable of ContentsTable of ContentsTable of Contents................................................................................................................................................................................................................................................................................................................................................................................................................................3333
IntroductionIntroductionIntroductionIntroduction........................................................................................................................................................................................................................................................................................................................................................................................................................................................................4444
RequirementsRequirementsRequirementsRequirements........................................................................................................................................................................................................................................................................................................................................................................................................................................................5555
Minimum RequirMinimum RequirMinimum RequirMinimum Requirementsementsementsements................................................................................................................................................................................................................................................................................................................................................................................5555
PHP SettingsPHP SettingsPHP SettingsPHP Settings................................................................................................................................................................................................................................................................................................................................................................................................................................................5555
Installation guide
Installation guideInstallation guide
Installation guide................................
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Using BackendUsing BackendUsing BackendUsing Backend................................................................................................................................................................................................................................................................................................................................................................................................................................................9999
I. DashboardI. DashboardI. DashboardI. Dashboard................................................................................................................................................................................................................................................................................................................................................................................................................................................9999
II. ConfigurationII. ConfigurationII. ConfigurationII. Configuration........................................................................................................................................................................................................................................................................................................................................................................................................................12121212
III. Categories
III. CategoriesIII. Categories
III. Categories................................
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IV. Venues
IV. VenuesIV. Venues
IV. Venues................................
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V. ServicesV. ServicesV. ServicesV. Services....................................................................................................................................................................................................................................................................................................................................................................................................................................................30303030
VI. EmployeesVI. EmployeesVI. EmployeesVI. Employees................................................................................................................................................................................................................................................................................................................................................................................................................................33333333
VII. Relation between category, venue, service and employeeVII. Relation between category, venue, service and employeeVII. Relation between category, venue, service and employeeVII. Relation between category, venue, service and employee....................................................................................................................................38383838
VIII. Coupon
VIII. CouponVIII. Coupon
VIII. Coupon................................
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IX. Working timIX. Working timIX. Working timIX. Working timeeee....................................................................................................................................................................................................................................................................................................................................................................................................................41414141
X. Custom working timeX. Custom working timeX. Custom working timeX. Custom working time........................................................................................................................................................................................................................................................................................................................................................................42424242
XI. Payment pluginsXI. Payment pluginsXI. Payment pluginsXI. Payment plugins................................................................................................................................................................................................................................................................................................................................................................................................43434343
1
1 1
1 -
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- OS Pay
OS Pay OS Pay
OS Paypal (http://paypal.com)
pal (http://paypal.com)pal (http://paypal.com)
pal (http://paypal.com)................................
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2 2 2 2 ---- Offline payment Offline payment Offline payment Offline payment........................................................................................................................................................................................................................................................................................................................................................................................47474747
3 3 3 3 –––– Paypal Pro Paypal Pro Paypal Pro Paypal Pro....................................................................................................................................................................................................................................................................................................................................................................................................................47474747
4 4 4 4 –––– Authorize.net (http://www.authorize.net) Authorize.net (http://www.authorize.net) Authorize.net (http://www.authorize.net) Authorize.net (http://www.authorize.net)....................................................................................................................................................................................................................................49494949
5 5 5 5 –––– iDEAL Mollie payment gateway (Commercial) iDEAL Mollie payment gateway (Commercial) iDEAL Mollie payment gateway (Commercial) iDEAL Mollie payment gateway (Commercial)....................................................................................................................................................................................................50505050
6
6 6
6 –
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– Other payment plugins
Other payment plugins Other payment plugins
Other payment plugins supported
supportedsupported
supported................................
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XII. Text translationXII. Text translationXII. Text translationXII. Text translation....................................................................................................................................................................................................................................................................................................................................................................................................52525252
XIII. Email templatesXIII. Email templatesXIII. Email templatesXIII. Email templates............................................................................................................................................................................................................................................................................................................................................................................................53535353
XXXXIV. Custom fieldsIV. Custom fieldsIV. Custom fieldsIV. Custom fields........................................................................................................................................................................................................................................................................................................................................................................................................56565656
XV. Orders managementXV. Orders managementXV. Orders managementXV. Orders management................................................................................................................................................................................................................................................................................................................................................................61616161
Using FrontendUsing FrontendUsing FrontendUsing Frontend........................................................................................................................................................................................................................................................................................................................................................................................................................................67676767
I. Frontend layoutsI. Frontend layoutsI. Frontend layoutsI. Frontend layouts........................................................................................................................................................................................................................................................................................................................................................................................................67676767
1. Default layout1. Default layout1. Default layout1. Default layout........................................................................................................................................................................................................................................................................................................................................................................................................67676767
2. Employee layout2. Employee layout2. Employee layout2. Employee layout....................................................................................................................................................................................................................................................................................................................................................................................71717171
3. Customer layout
3. Customer layout3. Customer layout
3. Customer layout................................
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II Appointments booking process at frontII Appointments booking process at frontII Appointments booking process at frontII Appointments booking process at front----end of OS Services Bookingend of OS Services Bookingend of OS Services Bookingend of OS Services Booking................................................................................76767676
Other FeaturesOther FeaturesOther FeaturesOther Features........................................................................................................................................................................................................................................................................................................................................................................................................................................85858585
1. Google Calendar1. Google Calendar1. Google Calendar1. Google Calendar................................................................................................................................................................................................................................................................................................................................................................................................85858585
2. Multiple languages with Falang
2. Multiple languages with Falang2. Multiple languages with Falang
2. Multiple languages with Falang................................
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3. Responsive & Smar
3. Responsive & Smar3. Responsive & Smar
3. Responsive & Smart layout
t layoutt layout
t layout................................
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Development GuideDevelopment GuideDevelopment GuideDevelopment Guide............................................................................................................................................................................................................................................................................................................................................................................................................97979797
TroubleshootingTroubleshootingTroubleshootingTroubleshooting....................................................................................................................................................................................................................................................................................................................................................................................................................................99999999
Javascript EJavascript EJavascript EJavascript Errorsrrorsrrorsrrors................................................................................................................................................................................................................................................................................................................................................................................................................99999999
Useful Links
Useful LinksUseful Links
Useful Links................................
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4 Copyright 2007 – 2013, Ossolution
IntroductionIntroductionIntroductionIntroduction

OSOSOSOS ServicesServicesServicesServices BookingBookingBookingBooking (OSB)(OSB)(OSB)(OSB) is created for online service scheduling and appointment
management. It can be used on Joomla 2.5.x and Joomla 3.x websites. This extension
has a lot of great features to make your services booking system helpful with the
customers.

Main features:
Main features:Main features:
Main features:



1. Responsive and Smart layout with Javascript and Ajax integration
2. Unlimited Categories, Venues, Services, Employees in OS Services Booking
system.
3. Powerful configuration
4. Flexible timezone
5. Many payment plugins supported
6. PDF Invoices supported
7. Multiple languages supported
8. Coupon supported
9. Report supported
10. Several custom fields supported
11. Easy to make the booking request at front-end of component
12. Simple and flexible user’s interface
13. GCalendar integration
14. ClickAtell SMS integration

And much more…





















5 Copyright 2007 – 2013, Ossolution
RequirementRequirementRequirementRequirementssss

Minimum RequirementsMinimum RequirementsMinimum RequirementsMinimum Requirements
You must already have a working installation of a CMS to install OS Services Booking
onto. OS Services Booking by default supports versions 2.5.x and 3.x of Joomla.

- PHP 5.3.x or above
- MySQL 4.1 or above
- Apache 1.13.19 or above
- Browsers support cookie

PHP SettingsPHP SettingsPHP SettingsPHP Settings
Most of the time installation problems are due to limited resources, for example on
shared hosting servers. Here's an overview of the PHP
configuration settings
you should
check and increase, if needed.


SettingSettingSettingSetting




DescriptionDescriptionDescriptionDescription

post_max_size

Amount of data in a single form submission using the POST
method.


upload_max_filesize


Size of an individual file uploaded.

max_execution_time


Time in seconds a script is allowed to run before it is terminated
by the parser.


memory_limit

Amount of memory in bytes that a script is allowed to allocate.

You may need to allocate more resources for PHP by modifying the php.ini file directly.
If this is not possible, you can try setting the PHP settings through a .htaccess file on
your webserver. Though this also depends on your hosting server, if it allows the usage
of .htaccess overrides.



To change the PHP configuration through the php.ini file, use the following syntax.

# example of recommended settings
post_max_size = 8M
upload_max_filesize = 8M
max_execution_time = 60
6 Copyright 2007 – 2013, Ossolution
memory_limit = 128M

To change the PHP configuration through a .htaccess file, use the following syntax.

# example of recommended settings
php_value post_max_size 8M
php_value upload_max_filesize 8M
php_value max_execution_time 60
php_value memory_limit 128M






































7 Copyright 2007 – 2013, Ossolution
Installation guideInstallation guideInstallation guideInstallation guide

This section covers This section covers This section covers This section covers how to install OS Services Bookinghow to install OS Services Bookinghow to install OS Services Bookinghow to install OS Services Booking
1. Download the com_osservicesbooking.zip to your desktop.
2. Access your site on the browser e.g http://www.mysite.com/administrator
3. Once logged in to your administration panel go to:
Extensions > Extensions Manager (See image below)



4. Next click on the ‘Browse’ button so we can locate the file:
com_osservicesbooking.zip (See image below)













8 Copyright 2007 – 2013, Ossolution
5. Once you have selected the file, click the ‘Install & Upload’ button. When the
component is installed you will see the component menu at the dropdown menu
“Component”



6. After all above steps, you have OS Services Booking installed in your Joomla site.
You can select to install sample data. It will help you much in the first time you use
component.
In the next part, we will go through backend of component to see how can we manage
OS Services Booking content.











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Using BackendUsing BackendUsing BackendUsing Backend

IIII.... D D D Dashboardashboardashboardashboard


DashboardDashboardDashboardDashboard of OS Services Booking includes 2 parts:
- Tasks icons (Left side)
- General report, General Statistic, Optimize DB

Task iconsTask iconsTask iconsTask icons::::
1. Configuration
2. Manage categories: Manage all categories in OS Services Booking system
3. New category: Add new category
4. Manage venues: Manage all venues in OS Services Booking system
5. New venue: Add new venue
6. Manage services: Manage all services in OS Services Booking system
7. New services: Add new service
8. Manage employees: Manage all employees in OS Services Booking system
9. New employee: Add new employee
10. Manage Orders: Manage all orders in OS Services Booking
11. Manage coupons: Manage all coupons in OS Services Booking
12. New coupon: Add new coupon
13. Working time: Manage working time of system
14. Custom time: Manage custom working time of system
15. Custom fields: Manage all custom fields of OS Services Booking system
16. Payment plugins: Manage all payment plugins of OS Services Booking system
17. Translation: Translate/edit content (labels, text message v.v.) in different
languages
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18. Email templates: Manage email contents. This feature supports multiple
languages

General statistic
General statisticGeneral statistic
General statistic


This part shows total income of several specific time ranges. Total income are
calculated by the Total amount fields of orders in OS Services Booking

General reportGeneral reportGeneral reportGeneral report
Show the report form, administrator can create the report through report criteria like date
from-to, services, employees and order statuses.








11 Copyright 2007 – 2013, Ossolution
Optimize DBOptimize DBOptimize DBOptimize DB
This function will clear the temporarily data tables of OS Services Booking, all the
temporarily data of customer's orders will be removed






































12 Copyright 2007 – 2013, Ossolution
II. CII. CII. CII. Configurationonfigurationonfigurationonfiguration

1. 1. 1. 1. General tabGeneral tabGeneral tabGeneral tab

This tab contains the basic config information of your Service Booking system like
Business name, date time format, footer contain and meta keywords.




Field nameField nameField nameField name


Field valueField valueField valueField value

Business Name

General name of your OS Services Booking system. This name
will appear in email content or heading of OS Services Booking
pages


Date/time format

Date/time format of your OS Services Booking system

Date format


Date format of your OS Services Booking system


Time format

Time format of your OS Services Booking system

13 Copyright 2007 – 2013, Ossolution

Meta keywords

The MetaKeywordsMetaKeywordsMetaKeywordsMetaKeywords allows the addition of <meta keywords="">
tag in OS Services Booking page


Meta description

The Meta DescriptionMeta DescriptionMeta DescriptionMeta Description allows the addition of <meta keywords="">
tag in OS Services Booking page



2. Reminder2. Reminder2. Reminder2. Reminder



This tab contains the config parameters of reminder notification emails to customer who
booked your services


Field nameField nameField nameField name




Field valueField valueField valueField value

Enable notifications

YesYesYesYes – The system will send the notification emails to customers X
days before appointment


Send reminder
email


Number days befor the appointment, the notification email will be
sent to customer

Cron task


The software utility cron is a time-based job scheduler in Unix-like
computer operating systems
You need to set up a cron job using your hosting account control
panel which should execute every hour or every several minutes.
Depending on your web server you should use either the live link
or real path.

























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3. Booking configuration3. Booking configuration3. Booking configuration3. Booking configuration





15 Copyright 2007 – 2013, Ossolution
This part contains all important configuration parameters related to booking information.




Field nameField nameField nameField name


Field valueField valueField valueField value

Integrate
GCalendar


Do you want to integrate OSB with Google Calendar?
If you select Yes, when customer make the appointments with
one staff (employee) of your OS Services Booking, the event will
be added into his (her) GCalendar. When the customer cancel the
appointment, the corresponding event at his (her) GCalendar will
be removed automatically.
Administrator have to enter the Google username/password for
each employee. Please click
https://www.google.com/calendar
to
see more details about GCalendar. In case you want to integrate
OSB with GCalendar, we need an account with Google and Zend
Google Data Client Libraries installed on your server
For more details about GCalendar integration, please read more
at GCalendar part in this document.


GCalendar width


Width size of embed GCalendar at frontend of OS Services
Booking.


GCalendar height


Height size of embed GCalendar at frontend of OS Services
Booking.


Select User group
for Employee


This is new feature of OS Services Booking. It uses the ACL
function of Joomla. Because in the frontend, employee can view
their working lists, so we may have the menu to the page of
employee. Of course, employee must be Joomla registered users,
but if we put the menu with access level is registered, all
registered users (both employees and normal Joomla users) can
see the menu. And this point can make the misunderstanding
from your customers. In this case, we provide the solution for you
to avoide the issue. You will create one user group in Joomla from
backend by go to Users > Groups > Add New Groups. Enter
name for that group. And then, you go to Users > Access levels >
Add new access levels like bellow screen

16 Copyright 2007 – 2013, Ossolution

After you done above work, you can go to component OS
Services Booking > Configuration > tab Booking configuration,
and select the group in field Select User group for Employee.
When you create menu to layout of Employee, please select
access level is the group name that you just selected in OS
Services Booking Configuration

From front-end, only employeeemployeeemployeeemployeessss can see that menu.


Calendar start date


You can select the start date in every week that will be shown on
the calendar at OS Services Booking pages. There are 2 options:
Monday or Sunday


Only allow
registered to book
services


If you select Yes, in the booking form, OSB will show the register
form and login form, and user should login or register if they want
to book the services

17 Copyright 2007 – 2013, Ossolution

Employee can work
in multiple services
in the same time


Do you allow the employee can work in several services in the
same time
For example:
1. If you select Yes
Employee A works on 2 services B and C.
Customer make the booking on Employee A in Service B at 10:
00 AM -> 11:00 AM.
Another customer can make the booking on Employee A in
Service C at 10:00 AM -> 11:00 AM
2. If you select No
Employee A works on 2 services B and C.
Customer make the booking on Employee A in Service B at 10:
00 AM -> 11:00 AM.
Another customer can’t make the booking on Employee A in
Service C at 10:00 AM -> 11:00 AM, because the time frame of
employee A at 10:00 AM -> 11:00 AM will be locked


Currency


Select currency that will be used in OS Services Booking system

Currency symbol
position


There are 2 postions to show the Currency symbol: Before and
After amount

Deposit payment

The percentages of total amount that customer must pay at the
end of appointment booking process


Enable tax

Enable tax in OS Services Booking

Tax payment

The percentages of fee amount that will be added into total
amount of order


Step in minutes

Step time that user can select when they book employee. For
example 15 mins. The time will be showed : 10:00, 10:15, 10:30
v.v.
NoteNoteNoteNote: This value will only effected to Normal time slotsNormal time slotsNormal time slotsNormal time slots Services


Disable payments

Yes: The system won’t show any price information of services.
And customer won’t need to make any payment when they make
the appointment booking request


Enable creditcard
types

Select credit cards types that will be used in OS Services Booking
system
18 Copyright 2007 – 2013, Ossolution


Show field Phone
in the booking form


Do you want to show field : Phone at booking form.


Show field Country
in the booking form


Do you want to show field : Country at booking form

Show field City in
the booking form

Do you want to show field : City at booking form

Show field State in
the booking form



Show field Zip in
the booking form


Do you want to show the Enable Term and Condition at booking
form in frontend of OS Calencar

Show field Address
in the booking form



Show Capcha in
the booking form


Do you want to use Captcha at the booking form.
In version 2.0 of OS Services Booking, we have the option to
integrate with reCaptcha

19 Copyright 2007 – 2013, Ossolution

In case you want to use reCaptcha, at the booking form. You
need to turn the plugin: Captcha - ReCaptcha, in this plugin, you
need to enter the Public Key and Private Key if you want
reCaptcha works. To register Public Key and Private Key for
reCaptcha, please click on this link:
https://www.google.com/recaptcha/admin/create




Notification email
address

The email address will be received the email when the customers
make the appointments booking requests

Mobile number
notification



The mobile number will be received the notification sms when the
customers make the appointments booking requests. You need to
turn on ClickAtell and information enough information at tab
ClickAtell if you want to use this feature


Send confirmation

None
20 Copyright 2007 – 2013, Ossolution
email

After completing enter information at the Booking Form
After completing payment


Send payment
confirmation email


None
After completing payment


Enable term and
condition


Show Term and ConditionTerm and ConditionTerm and ConditionTerm and Condition checkbox at the booking form

Default Term and
condition article


Select Term and ConditionTerm and ConditionTerm and ConditionTerm and Condition article

Cancel the
appointment
booking request


Number hours before appointment that customer can request to
cancel

Use SSL


You can select to use SSL (https url) at the booking form

CSV Separator


Select CSV Separator. Depend on different hosting, there are 2
options:
Colon
Semi Colon




























21 Copyright 2007 – 2013, Ossolution
4. Invoice Setting4. Invoice Setting4. Invoice Setting4. Invoice Setting









Field name
Field nameField name
Field name




Field value
Field valueField value
Field value



Business Name

General name of your OS Services Booking system. This name
will appear in email content or heading of OS Services Booking
pages


Send invoice to
order

If set to Yes, the PDF invoice will be sent to customers when they
complete the appointments booking requests
22 Copyright 2007 – 2013, Ossolution


Invoice Start
Number


Set the start number for the invoice. If you set it to 100 for
example, the first invoice will have number 100, the next invoice
will have the number 101...


Invoice prefix

Enter invoice prefix. For example, if you enter IV, the invoice
number will have the format IV00001,IV00002...


Invoice Number
Length

Choose the length of invoice number. For example, if you set it to
4, invoice number will have the following format IV0001, IV0002..


Invoice Format

Content of Invoice.
Note: Please do not make any changes in these tags
[NAME],[PHONE],[EMAIL],[DETAILS]
Because when the system creates the invoices, it will find those
tags and replace by the real data. We will not be responsible
when the system creates the wrong invoices ater you have
changed those tags.






































23 Copyright 2007 – 2013, Ossolution
5. ClickAtell SMS setting5. ClickAtell SMS setting5. ClickAtell SMS setting5. ClickAtell SMS setting






Field nameField nameField nameField name


Field valueField valueField valueField value

Enable Clickatell



ClickAtell Username



ClickAtell Password



ClickAtell API

This ID will be supplied by Clickatell.com when you open an
HTTP/S account


ClickAtell sender ID

[Optional] If you enter your Clickatell registered sender ID the
SMS will show as coming from you


Default dialing code

This is your international dialing code. Example: Anywhere in
Canada or USA = 1



24 Copyright 2007 – 2013, Ossolution
Show code list

Do you want to show the Code listCode listCode listCode list dropdown select list beside
the phone number inputbox at the booking form


SMS:New booking
notification (To admin)


The sms will be sent to administrator when customer make the
appointments booking request

ContentContentContentContent
New Booking, customer just add new booking with ID
{OrderID}

Note: Please do not change {OrderID}


SMS:New booking
notification (To
customer)


The confirmation sms will be sent to customer



Content
ContentContent
Content


You have booked service(s) from {business_name}, your
order ID is {OrderID}

Note: Please do not change {OrderID} and {business_name}


SMS:Payment
complete (To admin)


The sms will be sent to administrator after customer complete
the payment

ContentContentContentContent
Payment complete, customer has paid for the order {OrderID}

Note: Please do not change {OrderID}


SMS:Payment
complete (To
customer)


The sms will be sent to customer after they complete the
payment

ContentContentContentContent
You have paid successfully for service(s) from
{business_name}, your order ID is {OrderID}

Note: Please do not change {OrderID} and {business_name}


SMS:Booking reminder
(To customer)


The reminder sms will be sent to customer

ContentContentContentContent
You have cancelled the booking request. Order ID {OrderID}

Note: Please do not change {OrderID}



25 Copyright 2007 – 2013, Ossolution
SMS:Booking request
cancelled (To admin)

The sms will be sent to administrator when customer cancel
the booking request

ContentContentContentContent
Booking cancelled, customer has cancelled the order
{OrderID}

Note: Please do not change {OrderID}




This screen is where you set OSB to use
Clickatell.com
for sending SMS text
messages.
You must have an account with Clickatell.com.The data for this screen comes from your
Clickatell.com account's "Manage My Products" page.
You should ensure you account is functioning properly before incorporating it into OS
Services Booking. To test your Clickatell.com account copy this to your browser:
http://api.clickatell.com/http/sendmsg?user=[your user id]&password=[your
password]&api_id=[your api_id]&to=[your cell number]&text=Test+from+OSB
Note: your cell number must include the country dialing code, for example add '1' in front
of your number for USA and Canada - 14035551212 (no dashes)
The above messages that will be sent to administrator and customers. SMS text
messages are limited to 160 characters in length so we need essentially a short text. In
SMS msgs content, we can't add the order details like service names, employee names,
start and end time v.v. because they may over the limit characters. We only can add the
Order ID number in the text message, you can change the message content, but please
do not change "{OrderID}". When the system process to send the SMS, it will replace
{OrderID} by the Id number of Order.

NoteNoteNoteNote: To send the SMS to one mobile phone number, system need country dialing code.
So if you select not to show the dial code dropdown list in booking screen, the system
will get the default dial code when it send the SMS message.
If administrator want to receive the SMS notification, admin should enter the mobile
number in Configuration, tab Booking Configuration.























26 Copyright 2007 – 2013, Ossolution
6. Other Setting6. Other Setting6. Other Setting6. Other Setting




Field nameField nameField nameField name


Field valueField valueField valueField value

Show service
information box





Show service photo




Show service
description





Active other timezones


Do you want to show the start/end time of time slots in
different timezone




27 Copyright 2007 – 2013, Ossolution
III. CategoriesIII. CategoriesIII. CategoriesIII. Categories
Overview:Overview:Overview:Overview:
In case your OS Services Booking has a lot of services, the default layout of OS
Services Booking will have a lot of tabs. We received several complains from customer
when they have too much services published in their booking system. With many tabs,
they have several lines of tabs. We provide the solution for this problem, that is
CategoriesCategoriesCategoriesCategories. With categories feature, you can distribute your services according to
different criterions.

To manage categories, please go to Manage Categories link from backend side of OS
Services Booking component

After manage your categories, you can assign services to your categories.

Note:Note:Note:Note: Categories are added as an attribute to a services; a way for you to give the visitor
a specific list of tasks that they can request of the services.
You do not ‘book’ a category, you book a services. The categories just specifies what
you want the services to do.
Categories have no effect on the time duration of a booking.
Categories are optional and should not be used unless there is a business reason to do
so.

















28 Copyright 2007 – 2013, Ossolution
IIIIV. VenuesV. VenuesV. VenuesV. Venues
Overview:Overview:Overview:Overview: In case your OS Services Booking system has the services in different
locations, for example, you have some hair salons in different streets. It's not the
problem if those locations are in the same city or suburb v.v. But if they are in different
states, countries, it will have the problem with working time and employees. For
example, one employee cannot work in different hair salons if they are in different
venues. From version 1.4, we release VenuesVenuesVenuesVenues feature to solve above problem.

To manage venues, please go to Manage Venus link from backend side of OS Services
Booking component

In each venue, we can enter address, contact information, select photo. In additional,
with each venue, we can select service that the venue is belong to. Two other important
points in Venue are disable before
disable beforedisable before
disable before and disable after.
disable after.disable after.
disable after.

Field name
Field nameField name
Field name




Field value
Field valueField value
Field value



Address



City


State



Country



Lattitude address

Coordinates of venue location. You don’t need to enter value,
because the system can find this value through address of
venue.
This value will be used to show the Google map of venue at
frontend of OS Services Booking


Lattitude address

Coordinates of venue location. You don’t need to enter value,
because the system can find this value through address of
venue.
29 Copyright 2007 – 2013, Ossolution
This value will be used to show the Google map of venue at
frontend of OS Services Booking


Contact name

This value will be shown at the frontend of OS Services
Booking


Contact email

This value will be shown at the frontend of OS Services
Booking


Contact phone

This value will be shown at the frontend of OS Services
Booking


Services

Select services in the venue.



Disable dates before

Customers can't book your service at that venue before today,
X days from today and before fixed date.
If you select today, customers can book your service today
If you select X days from now, it means customers can only
book your service X day from today. For example, today is 1st
April 2013, you select 5 days so customers can only book your
service from 6th April 2013
If you select one certain fixed day, customers can only book
your service after that date.


Disable dates after

Customer can't book your service at that venue after X days
from today and after fixed date.
If you select Not set, customer can book your service at that
venue normally
If you select X days from now, it means customers cannot
book your service X days after today. For example, today is
1st April 2013, you select 5 days so customers can only book
your service from today until end of 5th April 2013
if you select one certain fixed day, customers cannot book
your service after that date.


Venue photo





Note:Note:Note:Note: Venues are added as an attribute to a services; a way for you to give the visitor a
specific list of tasks that they can request of the services.
You do not ‘book’ a venues, you book a services. The venues just specifies the location
of services
Venues have no effect on the time duration of a booking.
Venues are optional and should not be used unless there is a business reason to do so.
30 Copyright 2007 – 2013, Ossolution
V. ServicesV. ServicesV. ServicesV. Services
A ServiceA ServiceA ServiceA Service is an define entity that is associated with employeesemployeesemployeesemployees. ServiceServiceServiceService object object object object sit above
employeeemployeeemployeeemployee object object object object in the structure hierarchy.


Service modification
31 Copyright 2007 – 2013, Ossolution

Field nameField nameField nameField name




Field valueField valueField valueField value

Category name

Category of service

Service

Service name

Price

The price of one time slot of service

Length (minutes)

The length (minutes) of service. This value only is effected to
Normal time slotsNormal time slotsNormal time slotsNormal time slots service


Photo



Service description




Time slot type

Type of time slots for your service. If your time slots are
different in one day. Please select custom time slot and enter
data in the bellow table.
In OS Services Booking, we have 2 types of Time slots
- Normal time slotNormal time slotNormal time slotNormal time slot: Appointments will be organized by Step in
minutes (This configure option was setup in Configuration)
For example:
Your service has length is 59 mins and Step in minutes
Step in minutesStep in minutes
Step in minutes is 30
mins



- Custom time slot
Custom time slotCustom time slot
Custom time slot: Appointments will be organized in by
Special time everyday, and in each slot, administrator can
enter number customers who can book the appointment. This
feature is appropriated in using OSB for the class or training
sessions booking.
For example:

32 Copyright 2007 – 2013, Ossolution




After selecting Custom time slotCustom time slotCustom time slotCustom time slot at the dropdown select list Time slot typeTime slot typeTime slot typeTime slot type.... You can
define the Start time/ End time and Number slots (sits) for slots of service.





Field nameField nameField nameField name


Field valueField valueField valueField value

Start time

Start time of slot

End time

End time of slot

Number slots

Number sits that customers can book in each slot



















33 Copyright 2007 – 2013, Ossolution
VI. EmployeeVI. EmployeeVI. EmployeeVI. Employeessss

EmployeeEmployeeEmployeeEmployee is what is being booked or reserved. A employee can be anything you want, a
room (meeting room, exercise room, etc), a person (doctor, hair stylist, etc) or an object
(computer, golf clubs, Ferrari).



34 Copyright 2007 – 2013, Ossolution

35 Copyright 2007 – 2013, Ossolution

Field nameField nameField nameField name




Field valueField valueField valueField value

Select user

You can select one Joomla user account who is
representative of employee. This user can manage the works
list of employee at frontend of OS Services Booking. Each
joomla user account can only be representative for one
employee.


Name

A employee must have a name. ex: 'Meeting Rom A' or 'Dr.
Allan Harper.'


Email


GCalendar Username

Required to access Google Calendar to add/remove events

GCalendar Password

Required to access Google Calendar to add/remove events.
In some case, you need to enter the 2
nd
– verification
password. Read more at GCalendar integration
GCalendar integrationGCalendar integration
GCalendar integration part.


GCalendar ID

Only required if you are using a calendar other than the
default for this login. This is obtained on the Google Calendar
'Calendar Settings' screen, Calendar Address section


Notes


The description is often just set to the name but can also
include more information.


Rest days


Enter the dates that the employee won’t allow the appointment
booking requests


Services


At frontend of OS Services Booking, when customer want to
make the appointment booking request, firstly, they must
select service, and then they will select the employee of that
services. Based on that, we can see the close relation
between employeesemployeesemployeesemployees and serviceserviceserviceservice. . . . That’s the reason to make
this part become important.
In employee modification page, you will see the list of
Services in your OS Servic
OS ServicOS Servic
OS Services Booking
es Bookinges Booking
es Booking system.
1. Service1. Service1. Service1. Service
If you want to assign employee to one service, please tick on
the checkbox next to Service name.
36 Copyright 2007 – 2013, Ossolution
2. Venue2. Venue2. Venue2. Venue
With selected each service, you can assign the employee to
one specific Venue in the dropdown select list Venue
VenueVenue
Venue

beside
Service name. The venues in that dropdown select list has
relation with the current service. (
See more at VenuVenuVenuVenue e e e part
)
We will have case, in the dropdown select list VenueVenueVenueVenue, there
isn’t any options. No problem, the simple reason is service
hasn’t been assigned to any venues. Remember venue
venuevenue
venue

is
optional object.
3. Additional cost3. Additional cost3. Additional cost3. Additional cost
The cost of employee on one time slot in specific service is the
cost of that service (This value was defined in service
modification page). But you can enter the additional cost for
employee in each specific service. And the cost that customer
must pay is the total of service’s cost and employee’s
additional cost.
4. Working date4. Working date4. Working date4. Working date
After all above parts are completed, the employee is still
disappear in the service page at frontend. You need to
determine the following days of week that the employee is
available for booking.
Each day of week, you can setup 2 break time ranges2 break time ranges2 break time ranges2 break time ranges. In
those time ranges, the employee isn’t available for booking.



Additional price by
hour


In different time ranges at one working date, the cost for
employee maybe difference. For example, overtime costs
always higher than the cost of work in office hours. So you can
setup the additional cost follow different time ranges in one
working day.


Tip:
Tip: Tip:
Tip: From Employees management page, click on Availability Calendar icon, it will open
new page with big availability calendar of the employee in the main page. In each day,
you can click to set the day is available or unavailable.
37 Copyright 2007 – 2013, Ossolution

Calendar in administrator view






















38 Copyright 2007 – 2013, Ossolution
VII. Relation between category, venue, service and employeeVII. Relation between category, venue, service and employeeVII. Relation between category, venue, service and employeeVII. Relation between category, venue, service and employee

In this part, we will explain the relation between category, venue, service and
employees. This is important part of OS Services Booking extension, we believe you
need to know these relations when you organize your Appointment booking
Appointment bookingAppointment booking
Appointment booking system,
both backend and frontend. Please take a look at bellow picture.



As you can see, the top of picture is blue bar with word “Category
CategoryCategory
Category”. On category can
include many services.
If we consider the above picture is an example of one Booking system, then this system
has 2 venues (Venue A and Venue B) and 3 services (Service A, Service B and Service
C).
Both 2 venues (A and B) have the same Services (Service A, B, C)
Each service has employees. In above system, we have 9 employees. The main key
that we can distinguish is employees at Venue AVenue AVenue AVenue A can’t work on the same services in
Venue BVenue BVenue BVenue B. . . . And one service (Employee 6) can work on multiple services (Service A and
Service C – Venue B)












39 Copyright 2007 – 2013, Ossolution
VIVIVIVIIIIII. CouponI. CouponI. CouponI. Coupon

From version 2.0, we provided feature : CouponCouponCouponCoupon. It is a ticket that can be exchanged for
a financial discount when customer make a appointment requests in OS Services
Booking. To manage Coupons
CouponsCoupons
Coupons, you can click on Manage Coupons
Manage CouponsManage Coupons
Manage Coupons icon at the
DashboardDashboardDashboardDashboard.


Manage coupons

From this page, you can add/edit/publish/unpublish the coupons that you need. To add
coupon, click on New at the toolbar




Field nameField nameField nameField name


Field valueField valueField valueField value

Title

Title of Coupon

Coupon code

A alphanumeric string of characters to be the coupon code
given to users to enter in order to receive the discount.
Example: ABC123


Discount

The discount amount that customer will get when they enter
correct coupon code


Discount type

Percent: The percentage of total amount that customer will get
Fixed: The fixed amount that customer will get


Max total use

This is the maximum times an individual user can use this
coupon. Only works if booking requires login. Set to 0 for no
limit


Max user use



This is the maximum times the coupon be used in total (by all
users). Set to 0 for no limit


At frontend, the coupon form will be shown at the booking form.
40 Copyright 2007 – 2013, Ossolution






















41 Copyright 2007 – 2013, Ossolution
IIIIXXXX. Working time. Working time. Working time. Working time
To make sure OS Services Booking will work well at frontend, at the first time, you must
setup the working timworking timworking timworking timeeee for your system. At the working time page, you will see a list with
7 days in week. From Monday to Sunday.
There are 3 information fields for each day. They are: Start time
Start timeStart time
Start time, End time
End timeEnd time
End time and Is Off
Is Off Is Off
Is Off
datedatedatedate.





Field nameField nameField nameField name


Field valueField valueField valueField value

Start time

Customer can only make the appointments booking request
after this value


End time

Customer can’t make the appointments booking request after
this value


Is Off date

Customer can’t make the appointments booking request on
this date.
For example, you setup Wed is off dateis off dateis off dateis off date, it means customer
can’t make any appointments with your services/employees in
Wednesday every week. At frontend, when customer select on
Wednesday, for example :12
th
Dec 2012, they will see the
message : Unavailable dateUnavailable dateUnavailable dateUnavailable date.


42 Copyright 2007 – 2013, Ossolution
X. Custom workinX. Custom workinX. Custom workinX. Custom working timeg timeg timeg time

Using this feature, you can set the working hours and days off in different time ranges so
your customers will not be able to book any services during time off.



Field nameField nameField nameField name




Field valueField valueField valueField value

Reason

Title of the custom working time range

Date from

Start date of custom working time range

Date to

End date of custom working time range


Start time


Customer can only make the appointments booking request
after this start time at one day of this custom working time custom working time custom working time custom working time
rangerangerangerange


End time


Customer can’t make the appointments booking request after
this start time at one day of this custom working time range
custom working time rangecustom working time range
custom working time range


Is Day off


Customer can’t make any appointments booking request in
this time rangetime rangetime rangetime range









43 Copyright 2007 – 2013, Ossolution
XXXXIIII. Payment plugins. Payment plugins. Payment plugins. Payment plugins

This task is used to manage the payment plugins that will be used at frontend of OS
Services Booking


Manage payment plugins

You can also create your own payment plugin and install it by using function Install new
Install new Install new
Install new
plugin
pluginplugin
plugin

at the bottom of page. Each plugin should have at least 2 files : XML
configuration and php source code file. To get more details about one payment plugin,
you can check the source code of os_paypal payment plugin. Now, we will go to each
payment plugin details.



44 Copyright 2007 – 2013, Ossolution
1 1 1 1 ---- OS Paypal ( OS Paypal ( OS Paypal ( OS Paypal (
http://paypal.com
))))


Paypal payment gateway




Field nameField nameField nameField name


ExplanationExplanationExplanationExplanation

Title

This value will be shown at the booking form of OS Services
Booking.


Author



Paypal Mode

Paypal has 2 options:
1 Live mode: All the payment transactions will be sent to your
Paypal account
2 Test mode: All the payment transactions will be sent to your test
Paypal account. They are not real transactions and is used for
test only.


Paypal Email

Depen on Paypal mode that you selected above. Please enter
your Paypal email (live or test)


Paypal Currency

Select currency


Overview Paypal Payment Data Transfer (PDT)Overview Paypal Payment Data Transfer (PDT)Overview Paypal Payment Data Transfer (PDT)Overview Paypal Payment Data Transfer (PDT)
Paypal Payment Data Transfer (PDT) is a secure method to retrieve the details about a
PayPal transaction so that you can display them to your customer. It is used in
combination with Website Payments Standard, so that after a customer returns to your
website after paying on the PayPal site, they can instantly view a confirmation message
45 Copyright 2007 – 2013, Ossolution
with the details of the transaction. PDT is not meant to be used with credit card or
Express Checkout transactions. This page describes how PDT works and how to
configure your account to use PDT.

How PDT Works
How PDT WorksHow PDT Works
How PDT Works


When a customer pays you, PayPal sends the transaction ID of the payment to you by
appending the transaction ID to a URL you specify in your account Profile. This
information is sent via a HTTP GET as this name/value pair:tx=transactionID
After you get the transaction ID, you post a FORM to PayPal that includes the
transaction ID and your identity token, a string value that identifies your account to
PayPal. There are instructions below that describe how to get your identity token. The
form looks like this:<form method=post action="https://www.paypal.com/cgi-
bin/webscr">
<input type="hidden" name="cmd" value="_notify-synch">
<input type="hidden" name="tx" value="TransactionID">
<input type="hidden" name="at" value="YourIdentityToken">
<input type="submit" value="PDT">
</form>
In PayPal's reply to your post, the first line will be SUCCESS or FAIL. An example
successful response looks like this (HTTP Header has been omitted):SUCCESS
first_name=Jane+Doe
last_name=Smith
payment_status=Completed
payer_email=janedoesmith%40hotmail.com
payment_gross=3.99
mc_currency=USD
custom=For+the+purchase+of+the+rare+book+Green+Eggs+%26+Ham
...
If the response contains the word FAIL, make sure that the transaction ID token and
identity token on your post are correct. PayPal was not able to validate the transaction.

For a list of all possible variables and values that PayPal can return to you, see the
IPN/PDT Variable Reference.

This diagram shows the basic flow of a PDT transaction.

How to obtain PDT TOKEN?How to obtain PDT TOKEN?How to obtain PDT TOKEN?How to obtain PDT TOKEN?
To use PDT, you must activate PDT and Auto Return in your PayPal account profile.
You must also acquire a PDT identity token, which is used in all PDT communication
you send to PayPal.

46 Copyright 2007 – 2013, Ossolution


Follow these steps to configure your account for PDT:
Log in to your PayPal account.
Click the Profile
ProfileProfile
Profile subtab.
Click Website Payment PreferencesWebsite Payment PreferencesWebsite Payment PreferencesWebsite Payment Preferences in the Seller Preferences column.
Under Auto Return for Website Payments, click the On radio button.
For the Return URL, enter the URL on your site that will receive the transaction ID
posted by PayPal after a customer payment.
Under Payment Data Transfer, click the On radio button.
Click SaveSaveSaveSave.
Click Website Payment PreferencesWebsite Payment PreferencesWebsite Payment PreferencesWebsite Payment Preferences in the Seller Preferences column.
Scroll down to the Payment Data Transfer section of the page to view your PDT
identity token.


A confirmation message will appear at the top of the page indicating that you have
successfully enabled Payment Data Transfer. Your identity token will appear within that
message, as well as below the PDT On/Off radio buttons.
This PDT token must be entered into JomHoliday PayPal configuration.
Additional Notes:
You must enable Auto Return if you are going to use PDT
47 Copyright 2007 – 2013, Ossolution
If you already have PDT enabled per the instructions above, to see your token, follow
steps 1-3 above. Once you are in the Website Payment Preferences area of your
account, you can view the token below the PDT On/Off section.

2 2 2 2 ---- Of Of Of Offline paymentfline paymentfline paymentfline payment
With this payment gateway, customer won’t need to pay for you after completing
booking form.




Field nameField nameField nameField name


ExplanationExplanationExplanationExplanation

Title

This value will be shown at the booking form of OS Services
Booking.


Author



Order Status

Please select the status of orders when customer select Offline
payment for their booking request. There are 2 statuses that you
can select :
ActiveActiveActiveActive
Pending
PendingPending
Pending





3 3 3 3 –––– Paypal Pro Paypal Pro Paypal Pro Paypal Pro
PayPal Payments Pro (Direct Payment) is known as Website Payments Pro in Canada
and the UK.
NotNotNotNoteeee: PayPal Payments Pro (Direct Payment) differs from PayPal Payments Pro
(Payflow Edition). See the PayPal Payments Pro (Payflow Edition) documentation for
Payflow integration information.
Paypal pro accepts credit and debit cards and it process payments directly on your
website using 2 API-based solutions: Direct Payment and Express Checkout.

48 Copyright 2007 – 2013, Ossolution



Field name
Field nameField name
Field name




Explanation
ExplanationExplanation
Explanation



Title

This value will be shown at the booking form of OS Services
Booking.


Author



Paypal Pro Mode

Paypal has 2 options:
1 Live mode: All the payment transactions will be sent to your
Paypal account
2 Test mode: All the payment transactions will be sent to your test
Paypal account. They are not real transactions and is used for
test only.


API Username



API Password




API Signature


http://www.youtube.com/watch?v=TMP2llxOuKo








49 Copyright 2007 – 2013, Ossolution
4 4 4 4 –––– Authorize.net Authorize.net Authorize.net Authorize.net (
http://www.authorize.net
)
Authorize.Net is a payment gateway service provider allowing merchants to accept
credit card and electronic check payments through their Web site and over an IP
connection




Field nameField nameField nameField name


ExplanationExplanationExplanationExplanation

Title

This value will be shown at the booking form of OS Services
Booking.


Author



Authorize.net Mode

This payment plugins has 2 options:
1 Live mode: All the payment transactions will be sent to your
Authorize.net account
2 Test mode: All the payment transactions will be sent to your test
Authorize.net account. They are not real transactions and is used
for test only.


API Login

Supplied by Authorize.net.


Transaction key


Supplied by Authorize.net.


For more details about Authorize.net
Authorize.netAuthorize.net
Authorize.net, please watch this video clip:
https://www.youtube.com/watch?v=NI9tvny2Apw

50 Copyright 2007 – 2013, Ossolution
5 5 5 5 –––– iDEAL iDEAL iDEAL iDEAL Mollie Mollie Mollie Mollie payment gateway (Commercial)payment gateway (Commercial)payment gateway (Commercial)payment gateway (Commercial)
iDEAL is an e-commerce payment system used in the Netherlands, based on online
banking. Introduced in 2005, this payment method allows customers to buy on the
Internet using direct online transfers from their bank account.




Field name
Field nameField name
Field name






Explanation
ExplanationExplanation
Explanation



Title

This value will be shown at the booking form of OS Services
Booking.


Author



Test Mode

Yes
YesYes
Yes: The system will show one test Bank
test Banktest Bank
test Bank at the Bank dropdown
select list
51 Copyright 2007 – 2013, Ossolution



No
NoNo
No: The system will show a list of Netherlands’s banks at Bank
dropdown select list




API Login


6
66
6


––
– Other payment plugins supported
Other payment plugins supported Other payment plugins supported
Other payment plugins supported


Other free payment plugins that OS Services Booking supported: Sage Pay, Eway,
World Pay





52 Copyright 2007 – 2013, Ossolution
XXXXIIIII. Text translaI. Text translaI. Text translaI. Text translationtiontiontion

This function allows administrator to translate content phrases of OS Services Booking
from English to different languages for both frontend and backend.



Text translation



















53 Copyright 2007 – 2013, Ossolution
XIXIXIXIIIIII. Email templatesI. Email templatesI. Email templatesI. Email templates
OverviewOverviewOverviewOverview::::
This feature is used to manage the email content in OS Services Booking. There are
several email templates in the system like notification emails, order status changed,
order cancellation notification v.v. In some cases, you will want to change the layout of
those emails to make them suit your system.


Email templates management



Edit email template
Edit email templateEdit email template
Edit email template



Email modification








54 Copyright 2007 – 2013, Ossolution
Email fieldsEmail fieldsEmail fieldsEmail fields

Field name
Field nameField name
Field name




Field value
Field valueField value
Field value



Key

Email key, this is read only field, we can’t change it.


Subject

Email title, this value will be shown at the title of email


Content

Email content


Email tagEmail tagEmail tagEmail tag
Email tags are the tokens. They will be replaced by real data when the system process
to send emails. When you edit email content, please do not change the email tags.
When you remove one tag at email content. The data is used to replace that tag won’t
be shown.

Email tagEmail tagEmail tagEmail tag


Will be replaced withWill be replaced withWill be replaced withWill be replaced with

{Name}

Customer’s name


{Email}


Customer’s email

{Phone}


Customer’s phone

{Country}

Customer’s country


{Zip}


Customer’s zip code

{Address}


Customer’s address

{Notes}


Customer’s note

{BookingID}


Order ID number

{Services}


All the services have been booked by customer in order
55 Copyright 2007 – 2013, Ossolution

{Total}

Order Total amount


{Total}


Tax amount

{Deposit}


Deposit amount

{CancelURL}


Booking request cancellation url

Email templatesEmail templatesEmail templatesEmail templates

Email keyEmail keyEmail keyEmail key


DescriptionDescriptionDescriptionDescription

booking_reminder

The reminder email, it will be sent to customer X days
before the appointment


confirmation_email

Confirmation email, it will be sent to customer


payment_message

Payment complete notification email, it will send to
customer when they complete the payment


employee_notification

This email will be sent to employee’s email address
when someone made appointment booking request to
him(her)


admin_notification

The notification email that will be sent to administrator
when customer make an appointment booking request


admin_order_cancelled

The notification email that will be sent to administrator
when the order request is cancelled


employee_order_cancelled

The notification email that will be sent to employee when
the order request is cancelled




56 Copyright 2007 – 2013, Ossolution
XIVXIVXIVXIV. . . . Custom fieldsCustom fieldsCustom fieldsCustom fields
OverviewOverviewOverviewOverview
Custom fields are a powerful tool to build content. Currently, there are several fixed
fields in booking form like name, email, phone, country. In specific cases, user will need
other fields. Some times, we also need the extra fields that the customer must pay the
additional cost when they select any options of those fields.
This function is used to manage the custom extra fields for OS Services Booking.



From this page, administrator can add/edit/remove/publish/unpublish the extra fields. At
above page, you will see the column Field Area
Field AreaField Area
Field Area, with 2 values: Services
ServicesServices
Services and Booking
Booking Booking
Booking
formformformform. We will explain the meaning of those words. One custom field can be shown at the
Booking table page or Booking form page. When the custom field is setup to show at
Booking table page, the Field AreaField AreaField AreaField Area value of that custom field will be :
ServicesServicesServicesServices
. And
when the custom field is setup to show at the Booking form page, the Field AreaField AreaField AreaField Area value of
that custom field will be :
Booking Form
Booking FormBooking Form
Booking Form
.





















57 Copyright 2007 – 2013, Ossolution

Booking table pageBooking table pageBooking table pageBooking table page


Booking form pageBooking form pageBooking form pageBooking form page

The pink area is the custom fields at
booking table page

58 Copyright 2007 – 2013, Ossolution
Creating A New Custom FieldCreating A New Custom FieldCreating A New Custom FieldCreating A New Custom Field
To add a Custom Field to the Directory please click the “New” button in the upper right
corner of your Custom fields Administration as illustrated in the screen-shot below.



Field nameField nameField nameField name


Field valueField valueField valueField value

Field

Title for the Custom Field.

Field Type

Set the Field Type for the Custom Field.
There are 3 field types in OS Services Booking
1. Text field : Can only be shown at booking form page
2. Select list: Can be shown at booking form and booking
table pages
3. Checkbox: Can be shown at booking form and booking
table pages


Status


“Published” Items will be visible in the front-end.
“Unpublished” Items will be invisible in the front-end but intended
to be published.


Services

When you select field type is checkboxcheckboxcheckboxcheckbox or select liselect liselect liselect listststst. You can
select the services that the custom field will be shown. (Booking
59 Copyright 2007 – 2013, Ossolution
table page of those services)


Custom field typesCustom field typesCustom field typesCustom field types



Field nameField nameField nameField name


Multiple Multiple Multiple Multiple
selectselectselectselect



Multiple Multiple Multiple Multiple
valuesvaluesvaluesvalues




Free fieldFree fieldFree fieldFree field




DescriptionDescriptionDescriptionDescription

Text box

No

No

Yes

Single text box

Dropdown
single select
list


No

Yes

Optional

Dropdown (select) field with
multiple values

Checkbox

Yes

Yes

Optional

Standard check boxes with
multiple values




Custom Field ValuesCustom Field ValuesCustom Field ValuesCustom Field Values

With Single select listSingle select listSingle select listSingle select list and CheckboxCheckboxCheckboxCheckbox fields, we should enter the value options. At the
custom fields modification page, when we select one of 2 above field types, the form
“Other information” will be shown at the bottom.
NoteNoteNoteNote: : : : When you add new custom field, even you select field type is Single selectSingle selectSingle selectSingle select or
CheckboxCheckboxCheckboxCheckbox, the form “Other information” won’t be shown until you save the custom field.


Field nameField nameField nameField name


Field valueField valueField valueField value

Field Option

Title of the field option. This value will be shown in the dropdown
with Single select
Single selectSingle select
Single select fields and beside the checkbox with Checkbox
CheckboxCheckbox
Checkbox
fields


Additional price


Please enter the additional cost that customer must pay if they
select this option at frontend of OS Services Booking. This value
must be equal or greater than 0.





Add Custom field valueAdd Custom field valueAdd Custom field valueAdd Custom field value

60 Copyright 2007 – 2013, Ossolution






To add custom field option, you need to enter Field
Field Field
Field Option
OptionOption
Option and Additional price
Additional priceAdditional price
Additional price input
boxes. And click on SaveSaveSaveSave button. The system will call the Ajax function to save the field
option. If you don’t click on SaveSaveSaveSave button, the Field optionField optionField optionField option won’t be saved.




































61 Copyright 2007 – 2013, Ossolution
XXXXVVVV. Orders management. Orders management. Orders management. Orders management


OverviewOverviewOverviewOverview::::
The Orders screen lists all appointments in the system. It has several filters to help
manage a large list.
When a user submits a booking request via the OS Services Booking component's entry
screen, an 'Order Request' is created.
This screen shows all requests. The term 'request' is a hold over from the programs
early days.
Toolbar Icons
Toolbar IconsToolbar Icons
Toolbar Icons



62 Copyright 2007 – 2013, Ossolution

Toolbar buttonToolbar buttonToolbar buttonToolbar button




FunctionFunctionFunctionFunction

New

Add new Order request

Send notify email

In case the value of column Send Email in the list is
. It means,
by some reasons, the notification email wasn’t be sent to
customer. You can use this button to re-send the notification
email to customers.


Delete


Remove Order requests

Export CSV


Exports request details for one or more Appointments to a csv
file. The CSV file can be read into Excel for reporting purposes.

Export PDF


Exports request details for one order request to PDF format




FiFiFiFilterlterlterlterssss


Toolbar buttonToolbar buttonToolbar buttonToolbar button


FunctionFunctionFunctionFunction

Keyword

Search through all customer’s information fields

From / To

Filter the Order requests by Date


Services


List all orders that contain selected service

Employees


List all orders that contain selected employee.

Status


Pending
Complete
Cancel




63 Copyright 2007 – 2013, Ossolution

Fields at the listFields at the listFields at the listFields at the list


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FunctionFunctionFunctionFunction

ID

Unique number of Order. 5 characters

Name

Customer’s name

Email


Customer’s email

Services


List all services, employees, start/end booking, custom fields in
the order requests


Total


Order total amount

Discount

Discount amount, happen when customer used coupon code


Deposit


Upfront payment

Status


Order status

Status


Pending
Complete
Cancel

Date


When did the customer make the order request


















64 Copyright 2007 – 2013, Ossolution