- Login to your Online Portal
- Go to Services in the side menu
- In the Service List, click on the Service you wish to assign a Pre-Requisite to
- Go to the Recurrence and Linked Services Tab
- If this service has a Pre-Requisite (a service that must be completed before the client can book this service) toggle the switch ON
- Select the Pre-Requisite service in the list of services
- Example in this scenario: Classic Full Set is the defined Pre-Requisite for a Classic Fill
- Define the time frame that this Pre-Requisite is valid for
- Example in this scenario: Clients can book this service within 21 Days of completing a Classic Full Set (Pre-Requisite)
- Add your message to the client explaining why they must complete the pre-requisite before they can book this service.
- Example Message to clients in this scenario: "A Classic Full Set is required to be completed before this service can be booked. Once you have completed your Classic Full Set, you have 21 days to qualify to book this service."
Optional: You may add an extended time frame for clients to qualify, with a penalty price, in this section:
- Define the Penalty Price (what the client will be charged for booking in this extended time frame)
- Example in this scenario: $25 Charge will be added if they book within the penalty timeframe
- Define the additional time frame that this Pre-Requisite is valid for
- Example in this scenario: 21 Days is the Pre-Requisite time frame, but 5 additional days will be allowed (26 days total). If a client books 22-26 days after the Pre-Requisite, they will be charged an additional $25
- Add your Message to the client explaining why they are being charged the penalty charge
- Example Message to clients in this scenario: "It has been longer than 21 Days since you completed your Pre-Requisite Service (Classic Full Set). You may still book this service, but a $25.00 deadline penalty charge will be added."
- Click Update to save the pre-requisite for this service.
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