Setting Up In-House Services
1. Access In-House Services Menu 0:00
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Go to the community icon at the top of the page.
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Select 'In-House Services'.
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If the page indicates that in-house services are not enabled, contact sales to enable it.
2. Set Up In-House Services 0:24
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Once enabled, return to the community menu and select 'In-House Services'.
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The default view will show the services tab with existing services.
3. Create a New Service 0:48
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Click 'New Service' in the top right corner.
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Enter a name for the service.
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Upload a photo for the service.
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Set up an email address for notifications (multiple addresses can be added).
4. Configure Service Options 1:43
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Set 'Add to Cart' behavior to allow residents to check out multiple items with one payment.
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Toggle 'Visible to Residents' on or off (default is on).
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Enable 'Terms and Conditions' and write the terms.
5. Attach Terms and Conditions File 2:41
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Select 'Attach File' to upload any relevant documents.
6. Save Service Information 3:01
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Click 'Save' to save the service details.
7. Set Up Payment Gateway 3:27
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Ensure a payment gateway is set up through Stripe for credit card payments.
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Create a Stripe account and connect it to your service.
8. Add Products or Services 4:51
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Under the created service, select 'Add New Product'.
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Enter product name, description, price, and service fee.
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Upload a relevant photo and set visibility for residents.
9. Edit or Delete Services 6:08
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Use the pencil icon to edit service details.
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Click 'Delete' to remove a service and confirm the action.
10. Enable In-House Services for Residents 7:39
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Go to 'Community Settings' to ensure in-house services are enabled.
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Check that the blue sliders are activated.
11. Resident Workflow for Ordering Services 8:26
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Residents select 'In-House Services' from their portal.
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Choose a service (e.g., Car Wash and Detail) and book it.
12. Complete Order Process 9:30
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Enter date, time, and special instructions.
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Agree to terms and conditions.
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Provide payment information and place the order.
13. Notification of Order Submission 10:11
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Residents receive a confirmation pop-up after placing the order.
14. Building Manager Notification 11:13
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Building managers receive an email notification with order details.
15. Verify and Manage Orders 12:13
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Building managers check the order status in 'Community' > 'In-House Services' > 'Orders'.
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Confirm payment status and update order status as needed.
16. Update Order Status 13:34
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Change the order status to 'In Progress' or 'Completed' as appropriate.