How to create Services? – customice

Creation of services

Basically, services are first created in MEWS and synchronized after in customice. The manual creation of a service is only necessary when creating services with sub-services. Please note that hierarchical services have to be configured exclusively in customice - all sub-services have to be created individually in apaleo. Cf. >TODO

Note: Of course, services can also be created manually. To connect such a service with MEWS it is necessary to store the correct External ID from apaleo in customice.

Navigate to the menu item Services and synchronize first all services from MEWS via the green Synchronize button.

If necessary, new services can be added via the + button.

Then fill in at least all mandatory fields as shown in the screenshot below.

Attributes of a service and functionality

You can set the following attributes on a service.

name	short description of the service, which also appears in the configurator	Multilingual depositable
code	internal customice code of the service which can be assigned manually as desired
external ID	the external ID of a service connected to apaleo which is used for posting there	must be uniqe
accounting category	not used in apaleo
type	assignment of the service to a service type	maintainable under service types
description	the description of the service, which also appears directly in the configurator	multilingual depositable
long-text	the long description that can be displayed in the configurator under details in the pop window	multilingual depositable
sales type	Setting that determines how a service is sold and is displayed accordingly in the configurator	The following options exist: - per room - per person - Quantity (stock) - Per person and number - per time unit
price	the price of the service as gross price	can overwrite the price in apaleo, but is basically synchronized to the apaleo price first
currency	the default currency of the property should be preselected and used
do not display price	If this flag is set, the price of the service is displayed in the configurator with "on request", internally the price is used as set
not relevant for minimum sales	All booked services affect the revenue limit for rent-free of a room - if a service is to be excluded from this, this flag must be set
VAT	the VAT rate is to be set according to the rate from apaleo
Max AB	Maximum advance bookability of a service
sorting	Sorting the service globally and within a category	this has an effect on the display in the configurator as well as on all lists in the booking manager
lead time (in minutes)	Here you can set a special lead time for all activities that are created based on this service.	If not set, the globally defined lead time value applies.
hide in configurator if not available	service is not displayed if not bookable by a rule	if not set a service is grayed out in this case
deactivate in configurator	Service is not offered in the configurator	and only displayed in all lists in the booking manager if the flag "only active" is not set
Consists of multiple objects in Unity3D	internal use for 3D rendering engine integration	no effects
Show input field for description	Shows in the configurator the possibility to store a description with the booking	the description ends up in the function for the respective service
Description required for user	the input of the description is obligatory	e.g. if certain information is absolutely required
Show input for time	shows in the configurator the possibility to enter the start time of the service	the start time ends up in the function for the respective service
Time required for user	the entry of the time is mandatory	e.g. to already know the start time for a service to be booked
activate in portal	internal Use	no effect
Display readonly in the configurator	the service can only be seen in the configurator and may be added via rules	e.g. for a service flat rate that is attached to another service by rule and should not be changed by the guest

Using the + in the lower part you can add images of the service.

Use the Update button to save and Back to return to the list to create more services. The "Reset" button from PMS resets all attributes to MEWS values, if the attributes exist in apaleo.

Relations of services to rates, other services and room categories

In the corresponding TABs relations of the service to other services can be created. For example, a rate can be added to configure rate-driven pricing. In the tab Services, dependencies to other services can be defined, e.g. the deactivation of a service when selecting another one. The relation to room categories can be configured in the TAB Room Categories - please note that usually the selection of the room category influences the behavior of a service - if it is the other way around, this can be configured here.

Documents at the service

In the future, documents will be stored here, such as PDFs that describe a service in more detail and are additionally linked in the detailed view in the configurator. Currently the TAB is without function.

More detailed information about documents at the service can be found here: https://customice.zendesk.com/hc/de/sections/4420245983249-Dokumente

Pictures

Here you can find all pictures you have stored for the service. You can define the sorting of the images and some display options. Images can be exchanged or added here.

More information about images can be found here: https://customice.zendesk.com/hc/de/sections/4421403103505-Bilder

Tags

With the help of tags a service can be tagged. The configurator can be filtered by these tags. This means that services that are tagged with "Wedding", for example, are not displayed when the configurator is filtered for the tag "Business". This makes it possible to further differentiate the offer in the configurator.

You can find more information about tags here:

https://customice.zendesk.com/hc/de/sections/4421403415953-Tags

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