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April 13, 2022 Post a Comment

Configure the CMA V3 Template: Full general

Written by Jishnu Ramakrishnan
Updated over a week agone

Subsequently you enable Consumer Mobile App (CMA) for your organization, you must configure the settings for the CMA from the CMA template. This template allows you to configure important settings such every bit enabling Zenoti Go, enabling Referral Plan, and adding text labels for buttons and messages. This template also allows yous to customize the branding by adding relevant text, images and titles.

To configure the General settings:

At the system-level, navigate to Admin > System > Organizations > Online Booking > Online Booking template.

The CMA template opens, with the General settings expanded.
In the General settings, you can configure the following:

Service selection
Therapist selection
Appointments
Centers
Onboarding
Gift Cards
Loyalty
User Profile

Service Pick

Configure the following settings:

Service catalog layout:
- Card View
- Filigree View
- Accordion View
- Tab View
Upload images for service categories

Note: Utilise the post-obit resolutions and format to upload the images:
- Card view: 1400*490 resolution, PNG format.
- Grid view: 800*800 resolution, PNG format.
- Piano accordion view: 300*300 resolution, PNG format.
- Tab view: no images required.

Enable Service Category Images: Switch ON the setting to brandish service category images.
Display service price: Switch ON the setting to display the service price on the CMA.
Display service duration: Switch ON the setting for displaying the service duration on the CMA.
Brandish specific therapist price: Switch ON the setting if you want to enable price scaling for therapists.
Note: You must configure Toll Scaling for your organization.
Enable Pre-Requisites: Switch ON the setting if you want to enable prerequisite services while booking in CMA
Enable Finishing services: Switch ON the setting to enforce your guests to mandatorily select the finishing services when they volume an date for a service that requires i.
Enable Deposits: Switch ON the setting to enable drove of a portion of the service corporeality every bit deposit.

Therapist Selection

Configure the following settings:

Enable Therapist gender selection - Switch ON the setting to allow your guests to select the therapist on the basis of their gender. If your guests are particular about a specific gender of therapists, this setting volition help them to select appropriately.
Enable Therapist gender color - Switch ON the setting to assign predefined gender colors to the therapists.
Example: A male therapist is denoted in blue, whereas a female therapist is denoted in pinkish.
Enable multiple therapist choice - Switch ON this setting to allow your guests to select multiple therapists for multiple services. If this setting is disabled, your guests can select a unmarried therapist for all of their services.
Enable preferred therapist choice - Switch ON this setting to allow guests to select a "Specific" therapist. If this is not enabled, your guests volition not be able to select a "Specific" therapist; they volition be able to select only "Any", "Any Male person" or "Whatever Female person" therapist options.

Appointments

Configure the following settings:

Enable engagement cancellation: Switch ON this setting to enable the cancellation of appointments on the CMA.

Note: You must as well configure the Date Cancellation Reasons.
Brandish engagement cancellation alert: Switch ON this setting to brandish an engagement cancellation alarm when a guest cancels an appointment.
Enable appointment rescheduling: Switch ON this setting to enable the rescheduling of appointments on the CMA. This setting is subject to your cancelation policy. If your arrangement's cancelation policy states that yous cannot reschedule an engagement 1 hour earlier the starting time of the date, then your guests can simply cancel the appointment, but not reschedule the appointment.
Enable Imperial Arrangement: Switch ON this slider to display the altitude to the center in miles. If this setting is turned OFF, the altitude to the center is shown in kilometers.
Enable force use memberships for appointments: Switch ON this setting to automatically apply the memberships to an appointment. (If the invitee is an existing member).
Enable guest custom form: Switch ON this setting to enable guest custom forms on the CMA. This will allow guests to fill forms on the CMA.
Enable PromoCode: Switch ON this setting to brandish Promo Code on the CMA.
Brandish cancellation policy on app: If your business allows cancellation of appointments on the CMA, you lot can display a disclaimer text to your guests stating the terms and weather for the date cancellation. Switch ON the setting to enable display of cancellation policy on app.
Engagement format - Choose from the following date formats:
- MMMDDYYYY
- DDMMMYYYY

Centers

Configure the following settings:

Enable Center Selection Upfront – Switch ON this setting to enforce your guest to select the eye upfront.
Center Amenities: Enter the details of civilities available at your center.

Note: Yous tin configure the availability of these amenities at the eye level.

Onboarding

Configure the post-obit settings:

Skip OTP during new invitee sign-upwards: Usually, when a guest signs-up on the CMA, the invitee's mobile number or the e-mail address is verified by sending an OTP. If your organisation does non want to verify the mobile number or the email accost of the guest through an OTP, you lot can enable this option. This setting will non prompt the guest to enter the OTP during sign-up.

Annotation: In cases where you enable Social Login for your CMA and if the guests choose to use their social credentials to log in, they will not be prompted to enter an OTP. The verification is taken intendance of by the respective social logins (Google and Facebook).
Enable guest gender selection: Switch ON this setting if you desire new guests to specify their gender during the sign-up procedure.
Enable Login via Mobile or Email: Switch ON this setting to let your guests log in to your CMA with an email id or a mobile phone number.

Souvenir Cards

Enable Gift Carte du jour Sale: Switch ON this setting to enable sales of souvenir cards on the CMA.
Enable Souvenir Card Amounts: Turn this setting ON to enable the sale of Amount gift cards on your CMA.

Note: You can add together a custom description for the Corporeality Gift Cards. You tin can depict the services included in the gift card and mention other offer information. This volition help your guests in selecting the all-time gift card equally per their requirements.
Enable Custom Amounts for Souvenir Cards: You tin allow your guests to make up one's mind the price of the gift carte and allow them to purchase such custom gift cards by turning this setting ON.
CMA Gift Card Promo Imprint URL: Enter the URL of the prototype that should appear on the Souvenir Card screen of the Customer Mobile App (CMA). If you run any gift carte campaigns or promotions, you can let your guests know about such offers by displaying the image as a banner on the CMA. When your guests open the app and navigate to the Gift Bill of fare screen, they tin see the imprint and decide whether to purchase the gift cards.

Note: Epitome size should be 1242 px Ten 360 px
CMA Giftcard Image URL: Paste the image URL to update the Gift Card image.

Loyalty

Rewards Label: Enter the name of your Rewards program.

Example: Bliss Rewards
Text for points to side by side reward: Switch ON this setting to enable a text to inform guests of the points they need to earn for the adjacent reward.

Enter the text for the number of points the invitee needs to earn the side by side advantage.

Note: Use the macro [PointsForNextReward] for the Number of points the guest needs to earn adjacent reward.

Example: You lot are [PointsForNextReward] Elation Bucks away to earn your side by side Bliss Rewards!

User Profile

Configure the following settings to control the items that are displayed in the invitee profile.

Display souvenir cards in profile: Switch ON this setting to enable the display of gift cards on the guest contour. All the purchased gift cards are displayed in this section.
Display purchased packages in profile: Switch ON this setting to enable the display of packages on the guest profile. Only the packages purchased past the guest will be visible in the guest profile.
Display purchased memberships in profile: Switch ON this setting to enable the display of purchased memberships in the invitee profile. Merely the memberships purchased by the guest will be visible in the guest profile.
Display loyalty points in profile : Switch ON this setting to enable the display of loyalty points on the guest profile. The guests cheque out the residuum of the loyalty points and their status
Brandish Payment Details: Turn ON this setting to enable the brandish of payment details on the guest profile.