Biller EditBillGroup

Book Services on Organization Groups

With the book on organization group function, you can book one or more services on a selected organization group at the same time.

How to - Select an Organization Group to Book a Service On (Advanced options)

1. Use the search function to find the organization group you want to book the service on
2. Check the corresponding box
3. Select book service in the action menu
4. Select advanced options

How to - Show Services to Book (Advanced options)

• Under objects and services, you can see a summary of the already booked services, sorted on the objects. The names are clickable. If you click on a group, detailed information is shown in the detailed field. The type, name, info, price, start date, end date, organization group and person are shown, and there is a possibility to edit individual bookings.
• If you want to see inactive services as well, uncheck the display only active bookings box.
• In the table under services, the bookable services are shown. Information about what organization group the booking is placed on is shown above the table.
• The table can contain several pages. Click a number to go to the corresponding page.
• By checking the box in the favorites column , you can place that service at the top of the list for future use.

How to - Filter Selectable Services

1. To filter your selectable services:

   • Use the toolbar

     - or -

   • Click the filter button in a column header to select what values to show
     • The filter button is highlighted in blue when filter is applied

How to - Book Services on Organization Groups (Advanced options)

1. 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)
2. Select the service(s) to be booked for the group by checking the box in the choose service column
3. If you want to add specific information about a booking, enter the information for that service in the info field
4. If the same service is to be booked several times, define the number in the no. of field
5. If the service is of the service type single payment service (variable), the price must also be defined
6. Click book

   • The booking is placed on the organization group, and at the top of the page the number of affected groups are shown

How to - Book Services on Organization Groups (Quick booking)

1. Use the search function to find the organization group you want to book the service on
2. Check the corresponding box
3. Select book service in the action menu
4. Select a service in the list

   • Selected favorites are shown at the top of the list

5. If the service is of the service type single payment service (variable), the price must also be defined

   • Add a price and/or an info for all rows in set all and press apply

   - or -

   • Add an individual price and/or an info per row

6. If the service is of the 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

7. Click book

   • The subscription is booked with today´s date

Note: If an inactive organization group is selected no booking will be made

How to - Edit Bookings on Organization Groups

1. Use the search function to find the organization group that you want to change a booking for
2. Check the corresponding box
3. Select book service in the action menu
4. Select advanced options

   • Under objects and services, you can see a summary of the already booked services, and there is a possibility to edit individual bookings of services.

5. Select the service you want to edit by clicking on the name of the service

   • The details section will open

6. Click edit next to the booking you want to change
7. 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

8. Click save