In multi-finance setups, this article provides an overview of how to filter out which service kinds are available for which Business Unit (or franchises). This can be accomplished by using Service Type Exceptions.

• Activate Service Type Exceptions
• Franchise Configuration
• Operations
• Zip Code Level Exceptions

Activate Service Type Exceptions

To activate the Service Type Exceptions:

Contact the Vonigo Customer Success Team to activate the Franchise Specific Service Types

• After activating the Franchise Specific Service Types, the activated Exceptions link can be visible in:

  • Navigate to Setup

  • Hover to My Company

  • Under the Business Rules, Navigates to the Service Types

  • Click on the Exceptions

• Clicking on the Exceptions the system will present a list of all Business Units (or franchises).

• Clicking on each franchise system will open a screen  listing all active service types with selected service types illustrating ones that are being used by the current franchise

Franchise Configuration

This section shows the default configuration of the Business Unit (franchise)

• Price lists show only the price list for the franchise opted in service type

• Same with duration templates

Operations

This section shows the default configuration of the Business Unit operation

• During the booking system will only show franchise opted in service type

• Service type opt-outs could happen  ether initially during original configuration or after the fact - work orders of the no longer active service type still will be present on the schedule

Zip Code Level Exceptions

The service type system can allow operating within the same zip codes for the different service types within different franchises. 

To activate the Zip Code By Service Type option:

Contact the Vonigo Customer Success Team to activate the Zip Code By Service Type

Once the option is activated you can continue setup on zip code level.