Bookings Integration in Dash SaaS
Introduction
The Bookings Integration in Dash SaaS is a comprehensive solution designed to streamline and enhance your service scheduling and management processes. This detailed documentation aims to provide an in-depth understanding of the integration features, functionality, and implementation steps. With modules such as the Service Slot Scheduler and Compound Service, users can efficiently manage appointments, optimize resource allocation, and improve overall service delivery. Whether you are looking to automate your booking process or integrate advanced scheduling capabilities into your existing workflow, this documentation serves as a complete guide to help you harness the full potential of Bookings Integration within the Dash SaaS platform.
Workflow
Installation
So, the following is the installation process of the Bookings Integration in Dash SaaS with the help of which you can easily access this add-on.
Step 1 : Super Admin Access
The super admin must first add the Bookings Integration in Dash SaaS by following a few steps.
- Log in to the Super Admin side of Dash SaaS using your credentials.
- Once logged in, navigate to the Add-On Manager module by clicking on it from the admin dashboard or sidebar menu.
- In the Add-On add-ons module, click on the “+” button to initiate the process of adding a new add-on.
- After clicking the “+”, you’ll be prompted to upload the ZIP file of the particular add-on you wish to install. Drop down the ZIP file as instructed.
- Once the ZIP file is uploaded, the add-on will appear on the Add-On Manager Page.
- Simply enable the module by toggling the appropriate switch or button, making it visible to end users.
Step 2 : Company Login Steps
Once the Super admin enables the add-on, the team members will be able to use that add-on easily.
Step 3 : How to use the Bookings Integration in Dash SaaS
Logging In and Accessing Dashboard :
- Log into your Dash SaaS account.
- Click on the “Dashboard” button to go to the booking dashboard.
- Here, you can easily view appointment details and manage bookings using the calendar.
Managing Appointments :
- Scroll down on the dashboard to find the appointment section.
- Navigate to the manage appointments page to see various options.
- To add a new customer, click the plus button on the right.
- Fill in the customer details and click “Create” to save.
Viewing and Adjusting Business Hours :
- Return to the dashboard and click on “Appointment” in the booking section.
- View appointment details such as numbers, dates, and times.
- Go back one step and click on “Business Hours” in system setup.
- Adjust your business hours to fit your schedule and click “Save Changes” to update.
Managing Packages and Staff :
- Click on the “Package” button within the appointment section to see package names and details.
- Click on “Item” to view individual items and their descriptions.
- Navigate to the staff section and click the plus button to create new staff profiles.
- Enter required details and click “Create” to add new staff members to your Dash SaaS platform.
So, this is how you can have access to the Bookings Integration in Dash SaaS
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