Services are used to provide various additions when creating or modifying a booking. A few examples include a catering service or IT support, but it can be modified to any service that can be provided. A service consists of a provider and items that are categorized within different groups.
Services configuration overview
- General Settings
- Add Service providers
- Add Service catalog groups
- Add Service catalog item
- Add Service routing and permissions
- Add Cost centers
Log in to the GoBright portal with your manager account, and choose Settings > General. Enable price calculation, if prices are applicable, and decide if and how the cost center is used.
Next, enable services on the Room(s) where these can be provided. Go to Settings > Meet and choose Rooms from the sidebar menu. Select one or more rooms and open their settings, navigate to the Booking of services available checkbox and enable it.
Create the service provider user role
A service provider needs to be assigned with a user role to access the GoBright portal. Add a new user role via Settings > Users and choose Roles from the sidebar menu. Create a new role called ”Service Provider’ by pressing the blue ‘Add’ button in the top-right corner. Select the correct permissions for the role and save it.
After that new users can be created for each different service provider via Settings > Users and choose Users from the sidebar menu. Assign the correct user role to each service provider so they’ll only be able to access services related options within the GoBright portal.
Now you are ready for the next step: Service providers or you can navigate to a specific configuration step by clicking on the link in the services configuration overview.