How To: Manage Services in an Order in TapGoods PRO
After you have added Services to an Order in TapGoods PRO, you can manage those services from within the Order. On the Items & Staffing tab of the Order Form, you can use the pencil icon next to a Service that you have added to the Order to customize an array of settings.
When you are editing a Service within an Order, it is important to remember that the default settings for the Service which are set up on the Services page will not be impacted. Any changes made on a Service within an Order will only change the Service for that Order. There are two tabs you can utilize to make changes to a Service within an Order: Pricing and Options.
When editing a Service from within an Order, the Pricing tab is used for changing how the price of the Service is calculated. Here, you can select Standard Pricing or Custom Pricing. With Standard Pricing selected, you can utilize any of the Standard Pricing you have configured for the Service on the Services page.
If you select Custom Pricing, you can input any Custom Price into a text box to use for the calculation of the cost of the Service. Any quantity input into this field will function as a Flat Price, so ensure that you input an amount that you want to charge for the entire Service. It is especially important to take this into account if the Service is recurring.
In the Options tab, there are several different features available for customization. Here, you can add a Service Time In/Out, add Staff Members, enable Routing on the Service, Add Notes, and add Recurrences**ONLY AVAILABLE TO SELECT AND PREMIER SUBSCRIPTION TIERS**. When you are finished making changes to the Pricing and Options tabs, click Submit.
Related Articles
- How To: Add a Service an Order in TapGoods PRO
- How To: Add a Service to TapGoods PRO
- How To: Add Recurrences to TapGoods PRO