Catalogues - Menu

Catalogues - Menu

Last Updated: April 12 2023

Applies to: Only registered users with roles: owner, admin, coordinator (to create catalog) and only registered users with roles: owner, admin, manager (to share catalog)

 

In the Catalogues menu you can do the following actions:

1. Create Catalogues - Definition of services, prices, duration and locations
2. Share catalogues with customers
3. My Catalogues list   
4. My Catalogues actions  
5. Catalogues Details
6. Catalogues Shared with me 
7. Templates

---

2. Share catalogues with customers

Once your catalog is created you can easily share it with your customers.
It's very simple, you have 3 ways to do it:

1) from the catalogues list by choosing share with customers from the actions menu of the interested catalogue

 

2) Selecting the Catalogue we want to share and click Share this catalogue from the Customer tab.

 

3) Selecting the Catalogue we want to share and click Share with customer from the Action button on the top right.

 

Choose the process that suits you best and then select the client you want to share the catalogue with! An invitation will be sent.

---

3. My Catalogues list  

 

To check your catalogues list, just select the Catalogues tab and navigate though it.

---

4. My Catalogues actions 

 

We have already seen some available actions, but let's go check them all deeper.

• Rename
  Easily change the name of an existing catalogue

 

• Make a copy
  Make a copy of an existing template. You can change the name.

• Share with customer
  Share it with your clients. (See Share catalogues with customers)

 

• Download prices
  This actions allows you to download an excel file with all the information

 

• Delete
  Delete an existing template but not shared with any Customer

---

5. Catalogues Details   

 

In this section we will go through all the parts of a catalogue:

 

• Actions
  We have seen them here My Catalogues actions

• Description
  Personalize your catalogue with a description

 

• Services
  Fill all your prices. 
  When setting a price per hour, the system is automatically generating a value according to the time set. But you can change both time and value if needed, it's fully personlized!

You can also remove not needed items and add new ones:

 

• Customers
  In this tab you can see the Customer associated to your catalogue and invite new ones to join it.

 

• Settings
  In this tab you can see all the information about your business
  

---

6. Catalogues Shared with me

In the Catalogue tab you can access to the catalogues there are shared with you by clicking Shared with me.

Select a catalog and navigate though it

• Services
  Find all the prices shared with you.

• Properties
  Check all your properties assigned to the selected catalogue

• Settings
  Find further information, such as the notice period and the business hours of your provider

---

7. Templates

 

Last section is dedicated to the Templates. Doinn has already created few templates to be copied and to create your own catalogue.