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Services

Create services, orders and events

Table of content

  1. Use groups in services
  2. Enable and edit category names
  3. Create a service
  4. Service add ons
  5. Edit a service

About Groups and Services

Add a Group to filter Services based on resident or customer profiles. If you add a Group to a service, then only those people will have access to that service. 


For example, you need to a Personal Transportation service for residents who opt in to this plan. 

I will add this service to my "Transport Opt in" group

Now, only the people in my "Transport Opt in" group will see the service in the web, app or Alexa.

If no group is assigned to a service, it will be made available to everyone.

Enable Services and Rename Service Categories

Check off or rename the service categories displayed in the Services Management page. 


  1. If checked, this Service Category will display.

    If a category is not checked, it will not show. 

  2. Rename your Service Categories to match your branding or culture.

    All apps and Alexa presentations will show the updated category name. 

For example, if you prefer to call "Concierge" "Front Desk", change the label and click Save. It'll change on the Web, App and Alexa. 

 

Create a service

  1. Click Services under the Wrench icon in the top right corner
  2. Click Create Service to add a new service
  3. Fill out the form with the appropriate details. Be aware of Group assignment.
    • Choose a Location/Asset - choose a location or asset that is associated with the service. This drives capacity and availability
    • Choose a Category 
    • Short Description - this is what will appear on Alexa and in apps. 
    • Select the Department the service is connected to 
    • Add a URL if there is an external URL or video that is associated with this service.
    • Upload an image that will be associated with this service and display on screens.
    • Click "Doc" to associate any documents or images with this service.
    • Bookable - select this to enable residents to register or sign up for an event or service.
    • Share to Calendars - service is added to resident calendar
    • Display in Signage - when selected this service will be displayed on TV screens and Alexa screens.
    • Auto Notification/Auto Announcements - when selected the system will automatically send an announcement and set notifications to residents about this service.

Service Add ons

Add additional attributes and items to the service. They're shown as options to check off. 

For example, if the Service is "Faucet Repair," Add-ons could be parts and new faucet. If the service is "Yoga", potential add-ons can be a yoga mat, yoga blocks or water bottle.


Defaults and Profile details

Add tags, costs, dimensions of wellness, tax details, integration codes and more. Click each tab to check off different details. Some highlights:

  • Internal cost - the cost to your community for this service for internal cost management purposes.
  • External cost - the cost displayed to the resident and tracked in the resident record.
  • Minimum requirement - minimum number of people needed for this service.
  • Maximum requirement - maximum number of people allowed for this service. 
  • Waiting List Enabled - select this to have a waiting list if the service reaches maximum requirements.
  • Points - track points attainment for this services. 
  • Click Details to add a billing code or integration key. 

services details

Edit a service on the web

  1. Click the wrench icon top right corner and select Services
  2. Search or click on the service you want to edit.
  3. The service will open and you can edit any details.