Technical and App Settings

As an admin you can create coupons for the business and can make it visible to clients to use while booking or invisible for clients and can use it whenever you want to discount a service. A coupon can be set for multiple use or for single time. Coupons can be used while adding a booking or while completing as well. Please check the learning center from the admin account > technical features > Marketing > Coupon, to learn how to set coupons.

As an admin you can create coupons for the business and can make it visible to clients to use while booking or invisible for clients and can use it whenever you want to discount a service. A coupon can be set for multiple use or for single time. Coupons can be used while adding a booking or while completing as well. Please check the learning center from the admin account > technical features > Marketing > Coupon, to learn how to set coupons.

First need to give permission to service provider to accept cash

Please login to your business partner(Admin) account to the app. From the menu click on Service Provider > select Service provider > Click on Settings tab > Click on Edit on top right corner > Set Cash Payments = Yes and click Save at the bottom of the screen.

=> Service providers then take cash payment  from  the booking session. Please check Learning Center > Technical Features > The Booking Session > Cash Payment section

You can set up either commission or profit share for a Clinical Service Provider. This is optional and if it is added it will take precedence over the commission set per service. If you set a Clinical Service Provider to receive a Profit Share, that Clinical Service Provider will receive a % of the Net Profit on a sale.

If you are changing the price for a service for a facility it is required to be changed at two places.

So to update the price for the Facility after updating in the services you have to follow the below steps. From the Admin account in the app > go to FACILITIES > Click facility > click on Services > Click edit at the top right corner > update price and click on update at the bottom of the screen

You can also do that from the back office. From the menu go to Business > Facilities > Edit facility > go to Services section For eg below screenshot of the back office

When creating a booking, you are able to add multiple clients to one booking

1. Select Schedule Service 
2. Select Add a Client to add your primary client > Select either the search bar to find an existing client, or select Add New Client 
3. After you have added the client and gone through that process, select Add Location 
4. Select Add a Service
   1. Select any number of Services by clicking on the checkbox > Then select Add Selected
   2. Increase the quantity of each by selecting the “+” icon > Then select Continue
5. 9. *Optional: Select **Add an Add-On** if you want to add additional services*
6. 10. Select **Choose a Date & Time**
   1. Select a time  > Select Add Date and Time
7. Select Proceed with the Booking > Proceed
8. Select Assign a client under one of the services                         
9. 
10. You can either choose the Primary Client (1), or select Add a Client (2)
11. If you selected Add a Client, you will need to enter in their details and update/skip their medical consent form
12. After you have chosen a client, select Continue
13. Repeat the same steps for the second service > Then select Continue
14. If either client needs a consultation, you will need to book it. Select Proceed to Book Consult > Select a time with an HCP > Select Proceed to Payment > Enter their credit card info > Select Confirm Booking (Pay Later)
15. You will be presented with the Booking Confirmation screen. Select Continue
    1. Optional: You can select Upload Now any documents that were shared with you that may be of importance

You can also check Learning Center > Technical Features > Standard Service Workflow > How to Schedule Multiple Clients in a Single Booking

Video Tutorial: How to Schedule Multiple Clients in a Single Booking

You should put 0%. This means the CSP account would not make any money and it would all go to your Business Admin account for payout.

When 'Travel Fees' are calculated for an immediate booking we use the exact location of the Clinical Service Provider at that point in time to calculate the fees. With a pre-booking, we do not know where the specialist will be at that time so we use the address added to 'Area of Operation' to calculate the fees.

Memberships are a great way to create recurring revenue, but also the perfect opportunity to offer discounts to clients with recurring bookings. So if you have a regular client you can create a membership for the client to avail that service monthly by auto payment either monthly or annually. This works best if the client is going to take it every month. You can set up either credit based membership where you will set up some credits and clients can use those credits against paying the services. In this membership client can take any service with that credit.

1C= $10 so if you set credit based membership charging client $100 monthly you can set 10c or a little extra 12c to let client take service worth $100 or $120(if 12c)

Another option is service based. So here if the client is taking a specific service suppose Hydration and prenatal then you can set service based membership offering these two services each month. This membership is for fixed service. The client will get those services every month. This is not dynamic.

In addition to above while setting up membership make sure the annual monthly price you are setting is the price per month if the client chose to pay annually. We mentioned it here because our AAs get confused and set the annual price here instead of the annual monthly price.

Please check Learning Center > Technical Features > Memberships for more details

Clients can purchase gift cards from the Hydreight wellness app.

Admin also has an option for Gift cards. From Menu click on Gift cards > Purchase

Please check the Learning Center > Technical Features > Gift Cards section for more information.

You can request a refund from the Hydreight Wellness app. (Only Business Admin)

Login to the admin account. From menu click on SALES > Services > Select service on which you want to refund > Click on Refund button

You can also submit a refund request from the back office.

From the menu click on SALES >  Sales Report > Select service on which you want to refund > Click on Refund button at bottom of the screen.

Once the service provider completes the booking, you(Client) will receive a push notification for Rate & Review. Click on it to provide your review.

Please check Time Zone - Login to Clinical Service Provider account. From the menu click on Manage Account > Click on Profile > click on Edit at top right corner > Change Default Time Zone and click on Save button.

You will receive a message when the client's required information is missing. To resolve this, click on the client's name, then click on the profile tile. Fill out the required details and click the Update button. Afterward, try again.