Walkup Service Configuration

For services that are publicly accessible and do not need to be scheduled in advance the resource system supports "Walkup" events. Rather than creating a reservation event these services create a timed record of use. The system creates a "pending" walkup event at the time that use is started and closes out the the event when use is completed by creating an event and order based on the walkup event duration. It is important to note that walkup events do NOT check for collisions when they are created and so overlapping usages can occur.

Unlike scheduled services, Walkup service events cannot be edited after creation. While there is a calendar view for the events this is primarily for user convenience and events cannot be altered from the calendar.

Creating a new service

A new walkup service can be created by clicking the "Create New Service" button located above the service list search box. Walkup services are functionally identical to a scheduled service from a configuration standpoint. 

WalkupService.png

Newly created services will not exist until saved after initial configuration. This means that some functionality that needs an id number such as creating service rates will not be available until the user click the "Save" button to save a newly created service.

ServiceConfig-NewRecord.png

Identifiers

ServiceConfig-Identifiers.png

Visuals

ServiceConfig-Visuals.png

Contact Information

ServiceConfig-Contacts.png

The contact email configuration does NOT override the general "Notification Verbosity" setting for the service. If a service is configured to suppress all notification messages then no emails will be sent regardless of the contact email configuration

General Config

ServiceConfig-General.png

Tags

ServiceConfig-Tags.png

Tag strings used by the system for categorization and certain actions. No special tags are defined for services at this time.

Scheduler Config

ServiceConfig-Scheduled.png

Blocked/Off-Hours Times

ServiceConfig-BlockedTimes.png

This section controls what times during the week are treated as Off or Blocked hours during which altered rates may be applied or access may be blocked entirely. Time formats are in 24 hour formats. Defaults to no limits. Common times are 00:00 - 09:00 and 17:00 - 24:00 to give a 9am to 5pm working day.

Custom Data Config

This config section has no effect on Walkup Services

Service Rate Config

ServiceConfig-ScheduledRates.png

Each service can have as many rates as desired. Users will have the option to select these rates in a dropdown when scheduling. Rates for scheduled events have 7 needed configuration options:

  1. Rate Name - The name displayed in the rate dropdown.
  2. Type - The type of the rate charge
    • Per Hour - Charge based on the length of the event in question split correspondingly over the on and off hours used
    • Per Run - Charge a flat fee for the event regardless of duration
  3. On Hours Rate  - The rate to charge at for usage that occurs during On Hours as defined in the "Blocked/Off-Hours" configuration section. This rate should be the "At Cost" internal charge rate.
  4. Off Hours Rate  - The rate to charge at for usage that occurs during Off Hours as defined in the "Blocked/Off-Hours" configuration section. This rate should be the "At Cost" internal charge rate.
  5. Commercial On Hours Rate  - The rate to charge at for usage that occurs during On Hours as defined in the "Blocked/Off-Hours" configuration section. This rate can be any rate but should be no less than the internal cost.
  6. Commercial Off Hours Rate  - The rate to charge at for usage that occurs during Off Hours as defined in the "Blocked/Off-Hours" configuration section. This rate can be any rate but should be no less than the internal cost.
  7. Display Color - The color that any event scheduled at this rate should be appear as when viewed on the calendar. Accepts any valid CSS color string. Can be blank.

All config fields MUST be filled out except the display color regardless of whether you expect to be handling commercial orders on the service. Since users are responsible for selecting their own accounts you cannot control which type of account might be selected for charging the order. If you do not have commercial rates for your services using 2x the internal rate is a safe choice. All fields must ALSO be filled out if you are doing "Per Run" rates.

Service Auto-Charges / Fees Config

Each service can also be configured to automatically attach separate fees for service (apart from the hourly charge) to events created. These charges will be attached at the time that the event is created and can be either Fixed Fees or Duration Linked. In both cases the line item description will be the information provided in the "Fee Description" field.

EventServiceFee.png

  1. Fixed Fee - Fixed Fees are attached to the order as a line item and will remain the same regardless of event duration. This can be used to apply setup fees or other one time charges.
  2. Duration Linked - Duration linked fees are applied to events on the basis of their total duration. The charge will be equal to the Rate * Rate Multiplier * Total Event Duration in hours. This can be used to attach charges for consumables usage.


Revision #6
Created 22 June 2022 14:58:44 by Elliot Francis
Updated 23 February 2024 15:27:32 by Elliot Francis