This guide explains how to assign an individual service to a specific service package or change the package it currently belongs to within your Workshop by bikebook system. Organizing services into packages helps streamline job creation and provides clear options for your customers.
Steps:
Navigate to the Services Section:
Locate the main navigation menu on the left-hand side of your Workshop by bikebook interface.
Click on "SERVICES".
Access All Services:
Within the "SERVICES" section, click on "All Services". This will display a list of all the individual services currently configured in your system.
Select the Service You Wish to Modify:
Find the specific service that you want to assign to a package or whose package you want to change.
Click on the name of that service in the "All Services" list. This will open the detailed settings and options for that particular service.
Locate the Category Dropdown:
Within the service's detailed settings, you will typically find a field labeled "Category" or similar, usually located next to the "Name" field. This field will likely be a dropdown menu. The current category (or package) that the service belongs to will be displayed here.
Select or Change the Service Package:
Click on the dropdown menu associated with the "Category" field.
A list of your pre-defined service categories (which act as your service packages) will appear.
To assign the service to a package: Select the name of the service package you want this service to fall under from the dropdown list. For example, if you want to include a "Tyre Change" service in your "Basic Service Package," you would select "Basic Service Package" from the dropdown.
To change the package of an existing service: Simply select the new service package you want it to belong to from the dropdown list. The service will then be moved from its previous package to the newly selected one.
Save Your Changes:
After selecting the desired service package from the dropdown menu, ensure you click the "Save" button or a similar button (e.g., "Apply Changes," "Update Service") to save your modifications to the service.
By following these steps, you can easily organize your individual services under the appropriate service packages within Workshop by bikebook. This ensures that when you or your team create job cards, the relevant services are grouped logically, making the process more efficient and less prone to errors. Remember to review your service assignments periodically to ensure they accurately reflect your current offerings.