What the kit installs

The Client booking kit has two parts: what it makes available, and what it writes into the business when it is installed the first time.

What it makes available

• Roles of resources: master, place and device (see Resources). Places and devices do the services of their role at once, and masters are marked by hand.
• The ready-made role Master (by industry: Master, Trainer, Teacher, Artist or Specialist): the kit names it, but does not make it or give it to anyone. It is added after the installation or later on Roles and access (see Team and roles).
• Screens: the sections of the left panel Calendar, Masters, places and devices (named by the industry; it holds the card of a resource with its schedule and the services it does), Services and prices and Catalogs, and in the settings Booking rules.
• The operations and tools of resources, schedules, services, booking rules, visits and the booking page.

What it writes on the first installation

These become data of the business, which the owner changes on the usual screens:

• Contact categories Suppliers, Looking for work and Partners, after the categories the business already has (see Contact categories). A category the business later removes does not come back.
• Booking rules of the industry: the step of the grid and the cleanup by role, written into every branch that has no rules yet (see Booking rules). When the industry's values equal the defaults of a branch without rules, nothing is written.
• Starting conversation fields: what the online admin writes down about a conversation. Each industry has four, for example Beauty has Service, Preferred time, First visit and How they found us. The Other industry has none.
• A starting script of the online admin: four questions that ask for those fields, for Beauty "What would you like to book?", "When suits you best?", "Is this your first visit?" and "How did you hear about us?".
• Rules of the online admin, some of which hand the conversation to a person instead of answering. The rule about health, how a client feels and contraindications is in every industry, including Other; the rest depend on the industry (see Industry words and defaults).

The fields, questions and rules are written in the first service language of the business, if the kit has the words in that language, and in English otherwise. The kit has words in English and Russian.

What it does not write

• Services and prices: every price list is the business's own, the kit leaves it empty.
• Resources and schedules.
• A conversation the owner already started: if the business has at least one field or a script, the kit does not add or replace them.
• Rules that a branch already set.

A business that installed the kit before these starting values existed does not get them afterwards.

Who changes it afterwards

The owner edits fields and the script in the online admin settings, booking rules in Settings → Booking rules, categories in Contacts.