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Service Marketplace - Order Level Scheduling
Service Marketplace - Order Level Scheduling

This guide is show you how to setup your Service Marketplace - Order Level Scheduling for Master Contractors

Updated over a week ago

Please note, we have two types of Market Places.

  1. Service Market Place

    1. Order Level Scheduling

    2. Service Level Scheduling

  2. Product Marketplace

Considering the type of your business select any one. This is important to identify before setting up the catalogue, as the catalogue template is different for all Marketplaces.

Let’s go through ORDER LEVEL SCHEDULING catalogue and configuration settings.

Order level scheduling: All the services in an order will have a common schedule and the same task on Provider

Go to Get Started tab then click on Setup your appointment configurations, and select In-Person Or Virtual Or Both:

For Virtual services, if your licence/certifications are restricted to one state/province, you can create a geofence. If not, then select No Serving Restrictions

For In-person services, if your services are restricted to specific area, create a geofence:

Now go to Account tab, click on Preference, Scroll Down and select SCHEDULING as Delivery Option first

Scroll Down and select Service Market place, and choose Order Level Scheduling Under Workflow:

Scroll Down and select Service Market place, and choose Order Level Scheduling Under Workflow:

Let’s start the Preference & Configuration settings:

You can Select Date wise/ Time wise availability OR Everyday/ Full time

OR You can update timings for days too. Click on Specific days.

Select a Date range first, click on (+) button

Date Range will be added:

Example if the store is opened on Sunday from 9am to 5pm, click on specific time and update the time slot, click on (+) button, and click on close

Now, follow the same settings as per the screenshots for the rest of the settings:

For Buffer time, keep it as the highest service time in minutes.

Add text or screenshot, how to setup text messages

ORDER LEVEL SCHEDULING CATALOGUE:

Product Only Catalogue Preview on medworks website is below:

Only your products will be listed on your store

Product & Categories Catalogue Preview on medworks website is below:

You can add multiple categories, and within each category you can add multiple products

FOR PRODUCT ONLY option, follow below steps:

Now Go to Catalogue tab and select any one of the option to be added

For Product Only option, click on the tab and start adding the details:

Select any one Price type from the drop down list.

For Example: If you have selected Minute as a Price type and the service time is 15 mins (This means you will be charging $10 for 15 mins) In order to set it up

On the price mention the price let’s say $10/15 , and on Service time mention the same service time i.e.15 min.

SHORT DESCRIPTION: Type this: Please Click Here for Full Description of Product

LONG DESCRIPTION: Please fill in the description of the product here. There are no character limits (Describe the product in detail)

IMAGES: You can upload as many images as you want

Now Click on Add:

Your products will be listed here.

Now Let’s have look at Categories and Products Option:

For Categories & Product option, click on the tab and start adding the details:

First you will have add the category details and click on Save

Now your Category will be added, and you will have to add products under each category you will create:

On the RHS of category name, you will see three vertical dots, navigate your cursor to it and drop down options will appear. Click on Add product option and start adding the products:

Select any one Price type from the drop down list.

For Example: If you have selected Minute as a Price type and the service time is 15 mins (This means you will be charging $10 for 15 mins) In order to set it up

On the price mention the price let’s say $10/15 , and on Service time mention the same service time i.e.15 min.

SHORT DESCRIPTION: Type this: Please Click Here for Full Description of Product

LONG DESCRIPTION: Please fill in the description of the product here. There are no character limits (Describe the product in detail)

IMAGES: You can upload as many images as you want

Now Click on Add:

Your products will be listed here.

Now, your products will be added in the category you choose.

You can add multiple categories too.

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