Setting up default choices for your most frequently used booking account can help you to make bookings faster.
Before you start
| 1. | If you want to pay by credit/payment card (and your default account accepts card payments), you must set up at least one card BEFORE you set up booking defaults. |
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Some of your selections may not be reflected in the screen - group/account settings take precedence over .
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Actions
This is a mandatory setting for saving .
| a) | Choose an account from the dropdown list. |
After you save this setting, the system automatically goes to the selected account when you log in and updates the account navigator.
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This is a mandatory setting for saving .
| a) | Choose one of the screens from the dropdown list. (Only options that are relevant to the selected account are listed.) |
When you log in, the system automatically displays this page for the account you selected in the panel above.
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This choice affects all your booking accounts.
| a) | When you are familiar with the booking screen and its fields, tick . |
The right-hand help panel collapses and maximises the screen width.
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| a) | Tick if you want to be the default sender for bookings you make on the account selected in the panel. |
Otherwise, bookings will use the data from .
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| a) | Select a for bookings made on the account selected in the panel. |
The screen may not reflect your chosen booking type - group/account settings take precedence over .
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| a) | Pick a Service/Vehicle option for bookings made on the account selected in the panel. |
The screen may not reflect your chosen service/vehicle option - group/account settings take precedence over .
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The screen may not reflect your chosen notification(s) - group/account settings take precedence over .
| a) | Email and SMS notifications have to be set up separately. |
| b) | Either set up the same notifications for all your accounts or just for the account selected in the panel. Tick as required. |
| c) | If you want to activate notifications, fill in the email address and tick the event(s) which, when completed, triggers the notification. |
| d) | If you want to activate notifications, fill in the mobile number and tick the event which, when completed, triggers the notification. |
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| a) | Ensure that you have already set up the card information in BEFORE attempting to choose a default card in this panel. |
In the screen, this panel is ONLY available for accounts which accept credit/payment cards.
| b) | Select a from the dropdown list and the rest of the card details are filled in automatically. |
The selected card is used by default for bookings made on the account selected in the panel.
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| 10. | When you have finished, click one of: |
Save (save and stay on the same page) / Save & Close (save and leave the page) / Close (cancel the changes).
Related topics
Back to MY PROFILE menu
Making a new booking
Help Panel