What is the 2021 Online Scheduler?
The 2021 Online Scheduler is the framework that supports the different 2021 reservation modes in Admin > Reservations. This 2021 Online Scheduler was created with improvements, bug fixes and maintainability that the old online scheduler did not have.
Getting Started
Test in Training
- We recommend everyone test the online booker in training before setting it up in your live site. You can contact support to get a 2021 Online Booker training URL link that will connect to your training site. Training site URL link.
Steps to set up the Online Booker in Training and for your live site.
- Check your products and services. Some bases that were using the 'Advanced Booking V3' mode might have had some products/services that had a product code of 'simplified online product offering' and were set to be hidden in that mode. They will show up in this new mode. If they are set to show in the online scheduler and you don't want them to show, please contact support and we can stop them from showing online. Example of services below:
- Rooms of carpet
- Areas of tile
- Staircases
- Hallways
- Make sure all 'Minimum Difference - {Department}' line items are active.
- Update Admin > Reservations to be the new Online Reservation 2021 v1, v2, v3, v4 or V5 mode. For your live site only, if your Online Scheduler hasn't been updated yet (See step 4), we will automatically continue mapping to the older version.
- (2021 v1-v3) maps to New Advanced Booking
- (2021 v4-v5 ) maps to New Advanced Booking V3
- For your live site only, if you were previously using a non 2021 mode, you are most likely using the old online scheduler. Contact your website provider and provide them with the embed code below. Once they have done this your site should be using the new online scheduler and you can now run a 2021 mode of your choice.
Link to the 2021 online scheduler embed code for your website provider.
Reservation Modes Supported by the 2021 Online Scheduler
Helpful Links
Reservations - Note: The only modes that this 2021 scheduler supports in Admin > Reservations are the modes that begin with 'Online Reservations 2021'. The other options will eventually be removed.
To revert back to an old online reservation mode:
- Leave Mode alone in Admin > Reservations
- Have your website provider (Ex: Dynamix) update the site to use the previous code.
- When the code is changed, then change the mode in Admin > Reservations to match the desired reservation mode.
New Features/Options Included with this Online Scheduler:
New Minimum Difference Line Item
- There is a minimum difference line item added to every online estimate/booking. This line item will bring the total up to the minimum. It lets the customer know why the charge is there and lets them know they can add services to meet the minimum or leave the charge.
- The minimum difference does not take into account other forced line items. Only the zone minimum.
- In your Admin > Products and Services, there is a minimum difference line item automatically added for every department.
- CSR's and Technicians will not see the systems minimum difference line items when searching for services to add.
- If a job has multiple departments it will use the minimum from the department with the highest priority in departments.
New SMS/Email Marketing Opt-In boxes
- In order to be compliant with TCPA/GDPR/CASL. Customers will have the option to opt-in or out of marketing text messages and/or emails.
- Companies can choose what the default opt-in status is in Admin > Reservations.
- For marketing emails, after the 'Next' or 'Continue' button is clicked, Campaign Monitor will update automatically with the customers selection.
- See this article for more information on SMS Marketing.
Examples:
New Clickable phone numbers
- Company phone numbers on the site will be clickable. This will allow the customer to click and contact the number through the browser.
New way of applying the Promo Codes to the Services page
- Using the "promoCode" query parameter while in the 2021 Online Scheduler will now auto apply the promo code on the services screen and not just auto populate the Promo Code field
- If your promo code has a special character in it, you will need to URL encode it.
- Example:
10%Military->10%25Military - URL encoder tool
- Example:
New ability to use the Advanced Analytic Tracking in Campaign Monitor
See this article for more information.
New Options on the Services Page
- There are a few new options here. The user now has the ability to allow customers to pick from packaged services, online range questions, pricing unavailable items and adding images to services. Please review these new settings in Products and Services.
- Example of Packaged Services
- Example of Range Questions
- Example of Pricing Unavailable Items
- Example of Adding Images to Services
Things to be aware of:
- If the company is using the Advanced Booking V3 and they have specified certain product codes to be used, it will recognize it.
- If the company is using Reservation Mode 6, this Online Scheduler will recognize the simplified online booker product code.
- Customers/Users can use the "Unknown@zerorez.com" email address.
- We will create a new client in the system for this email address each time.
- Because it's creating a new client:
- We will not stop this email from using first time promo codes each time it books.
- We will not stop this email if it has the Do Not Contact status.
- We will not stop them if this email has an upcoming appointment.
- Because it's creating a new client:
- We will create a new client in the system for this email address each time.
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