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2023-02-28T09:30:44Z

Marked this version for translation

← Older revision		Revision as of 09:30, 28 February 2023
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	<translate>		<translate>
	== Book Services on Person ==		== Book Services on Person == <!--T:1-->

			<!--T:2-->
	With the '''book on person''' function, you can book one or more [[{{Link}}Service\|services]] on a selected [[{{Link}}Person\|person]] at the same time.		With the '''book on person''' function, you can book one or more [[{{Link}}Service\|services]] on a selected [[{{Link}}Person\|person]] at the same time.

			<!--T:3-->
	:* In the ''book on person'' view, an overview of the services that are already booked on the selected person is shown; '''service''' shows the type of service, '''no. of''' shows the number of booked services of that type and '''cost''' shows the cost of each service.		:* In the ''book on person'' view, an overview of the services that are already booked on the selected person is shown; '''service''' shows the type of service, '''no. of''' shows the number of booked services of that type and '''cost''' shows the cost of each service.
	:* If you want to see inactive [[{{Link}}Service\|services]] as well, uncheck the '''display only active bookings''' box.		:* If you want to see inactive [[{{Link}}Service\|services]] as well, uncheck the '''display only active bookings''' box.
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	:* By checking the box in the '''favorites''' column [[Image:Icon Favourite.png]], you can place that service at the top of the list for future use.		:* By checking the box in the '''favorites''' column [[Image:Icon Favourite.png]], you can place that service at the top of the list for future use.

	=== How to - Show the Book on Person View (Advanced options) ===		=== How to - Show the Book on Person View (Advanced options) === <!--T:4-->

			<!--T:5-->
	# Use the [[{{Link}}Organisation MainSearch\|search function]] to find the person you want to book the service on		# Use the [[{{Link}}Organisation MainSearch\|search function]] to find the person you want to book the service on
	# Check the corresponding box		# Check the corresponding box
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	# Select '''advanced options'''		# Select '''advanced options'''

	=== How to - Filter Selectable Services ===		=== How to - Filter Selectable Services === <!--T:6-->

			<!--T:7-->
	# To filter your selectable services:		# To filter your selectable services:
	#:* Use the [[{{Link}}Toolbar\|toolbar]]		#:* Use the [[{{Link}}Toolbar\|toolbar]]
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	#:** ''The filter button [[Image:Icon Filter.png]] is highlighted in blue when filter is applied''		#:** ''The filter button [[Image:Icon Filter.png]] is highlighted in blue when filter is applied''

	=== How to - Book Services on Person (Advanced options) ===		=== How to - Book Services on Person (Advanced options) === <!--T:8-->

			<!--T:9-->
	# Define a '''start date for new bookings''' in the start date field (the earliest possible date is shown above the table, and today's date is shown as the default date)		# Define a '''start date for new bookings''' in the start date field (the earliest possible date is shown above the table, and today's date is shown as the default date)
	# Select the service(s) to be booked for the person by checking the box in the '''choose service''' column		# Select the service(s) to be booked for the person by checking the box in the '''choose service''' column
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	#:* The booking is placed on the person and at the top of the table, the number of affected rows are shown		#:* The booking is placed on the person and at the top of the table, the number of affected rows are shown

	=== How to - Book Services on Persons (Quick booking) ===		=== How to - Book Services on Persons (Quick booking) === <!--T:10-->

			<!--T:11-->
	# Use the [[{{Link}}Organisation MainSearch\|search function]] to find the person you want to book the service on		# Use the [[{{Link}}Organisation MainSearch\|search function]] to find the person you want to book the service on
	# Check the corresponding box		# Check the corresponding box
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	#:* The subscription is booked with today´s date		#:* The subscription is booked with today´s date

			<!--T:12-->
	'''Note:''' It is not possible to use the function multibook on persons		'''Note:''' It is not possible to use the function multibook on persons

	=== How to - Edit Bookings on Person ===		=== How to - Edit Bookings on Person === <!--T:13-->

			<!--T:14-->
	# Use the [[{{Link}}Organisation MainSearch\|search function]] to find the person you want to book the service on		# Use the [[{{Link}}Organisation MainSearch\|search function]] to find the person you want to book the service on
	# Check the corresponding box		# Check the corresponding box

Toptiuser: Created page with " == Book Services on Person == With the '''book on person''' function, you can book one or more services on a selected person at the same time. :* In the ''book on person'' view, an overview of the services that are already booked on the selected person is shown; '''service''' shows the type of service, '''no. of''' shows the number of booked services of that type and '''cost''' shows the cost of each service. :* If you..."

2023-01-13T19:33:26Z

Created page with "<translate> == Book Services on Person == With the '''book on person''' function, you can book one or more [[{{Link}}Service|services]] on a selected [[{{Link}}Person|person]] at the same time. :* In the ''book on person'' view, an overview of the services that are already booked on the selected person is shown; '''service''' shows the type of service, '''no. of''' shows the number of booked services of that type and '''cost''' shows the cost of each service. :* If you..."

New page

<translate>
== Book Services on Person ==

With the '''book on person''' function, you can book one or more [[{{Link}}Service|services]] on a selected [[{{Link}}Person|person]] at the same time.

:* In the ''book on person'' view, an overview of the services that are already booked on the selected person is shown; '''service''' shows the type of service, '''no. of''' shows the number of booked services of that type and '''cost''' shows the cost of each service.
:* If you want to see inactive [[{{Link}}Service|services]] as well, uncheck the '''display only active bookings''' box.
:* In the table under '''services''', the bookable services are shown.
:* The table can contain several pages. Click a number to go to the corresponding page.
:* By checking the box in the '''favorites''' column [[Image:Icon Favourite.png]], you can place that service at the top of the list for future use.

=== How to - Show the Book on Person View (Advanced options) ===

# Use the [[{{Link}}Organisation MainSearch|search function]] to find the person you want to book the service on
# Check the corresponding box
# Select '''book service''' in the action menu [[Image:Icon Links.png]]
# Select '''advanced options'''

=== How to - Filter Selectable Services ===

# To filter your selectable services:
#:* Use the [[{{Link}}Toolbar|toolbar]]
#:*: - or -
#:* Click the filter button [[Image:Icon Filter.png]] in a column header to select what values to show
#:** ''The filter button [[Image:Icon Filter.png]] is highlighted in blue when filter is applied''

=== How to - Book Services on Person (Advanced options) ===

# Define a '''start date for new bookings''' in the start date field (the earliest possible date is shown above the table, and today's date is shown as the default date)
# Select the service(s) to be booked for the person by checking the box in the '''choose service''' column
# If you want to add specific information about a booking, enter the information for that service in the '''info''' field
# If the same service is to be booked several times, define the number in the '''no. of''' field
# If the service is of the [[{{Link}}Service Type|service type]] ''single payment service (variable)'', the '''price''' must also be defined
# Click '''book'''
#:* The booking is placed on the person and at the top of the table, the number of affected rows are shown

=== How to - Book Services on Persons (Quick booking) ===

# Use the [[{{Link}}Organisation MainSearch|search function]] to find the person you want to book the service on
# Check the corresponding box
# Select '''book service''' in the action menu [[Image:Icon Links.png]]
# Select a service in the list
#:* ''Selected favorites [[Image:Icon Favourite.png]] are shown at the top of the list''
# Book service for
#* Select '''no object''' in the drop-down list if the subscription should be booked on person
## Select a [[{{Link}} Main_Group | main group]]
## Select an [[{{Link}} Organisation_Group | organization group]]
#:: - or -
#:* Select an object in the drop-down list if the subscription should be booked on an object connected to the person
# If the service is of the [[{{Link}}Service Type|service type]] ''single payment service (variable)'', the '''price''' must also be defined
#:* Add a price and/or an info
# If the service is of the [[{{Link}}Service Type|service type]] ''subscription service'', you have the ability to set an end date
#:* Check the box to the right of the end date field and set an '''end date'''
# Click '''book'''
#:* The subscription is booked with today´s date

'''Note:''' It is not possible to use the function multibook on persons

=== How to - Edit Bookings on Person ===

# Use the [[{{Link}}Organisation MainSearch|search function]] to find the person you want to book the service on
# Check the corresponding box
# Select '''book service''' in the action menu [[Image:Icon Links.png]]
# Select '''advanced options'''
#:* An overview of the services already booked on the selected person is shown
# Click '''edit''' [[Image:Icon Edit.png]] next to the booking you want to change
#:* The services of the selected type are shown
# Edit the fields that need editing (e.g. set an end date for a subscription service)
#:* To set an end date, check the '''set end date''' box and then define the end date
# Click '''save''' [[Image:Icon Save.png]]

</translate>

[[Category:F01{{Langcat|Biller EditPerson}}]]

Biller EditPerson - Revision history

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