How It Works
Overview of the ServiceEZ platform workflow
How It Works
The ServiceEZ platform is designed to streamline service management, client interactions, and payment processing. This guide provides an overview of the key workflows and functionalities available within the platform.
Key Workflows
Service Management
- Create and Edit Services: Use the service builder to create new services or edit existing ones. Customize service types, packages, add-ons, and branding to suit your business needs.
- Service Sharing: Generate shareable links for your services, allowing clients to view and purchase services directly.
Client Management
- Client Dashboard: Clients can access their dashboard to view personal information, order history, and total spending.
- Client Details: Administrators can view and edit client information, as well as manage client orders.
Order Management
- Order List: View all orders in a table format, with options to search, filter, and perform actions like viewing order details.
- Order Details: Access detailed information about each order, including client details, order items, and payment status.
Invoice Management
- Invoice Viewing: Clients can view their invoices, and process payments securely through Stripe.
- Payment Processing: Integrated with Stripe for secure payment handling, allowing clients to pay invoices directly.
Messaging and Notifications
- Messaging System: Facilitate communication between administrators and clients through a robust messaging interface.
- Notifications: Keep users informed about important events and updates with real-time notifications.
Settings Configuration
- General Settings: Manage company information, contact details, and application preferences.
- User Preferences: Customize personal settings such as theme and notification preferences.
- Payment and Email Settings: Configure Stripe payment settings and set up email configurations for notifications.
User Guide
Accessing the Platform
- Log In: Use your credentials to log in to the ServiceEZ platform.
- Navigate: Use the navigation menu to access different sections such as services, clients, orders, and settings.
Managing Services
- Create a Service: Navigate to the services section and use the service builder to create a new service.
- Edit a Service: Select an existing service to edit its details, packages, and add-ons.
Handling Orders
- View Orders: Access the orders section to view all orders and their statuses.
- Process Payments: Use the invoice page to process payments securely through Stripe.
Communicating with Clients
- Send Messages: Use the messaging system to communicate with clients and address their inquiries.
- Receive Notifications: Stay updated with notifications about order statuses and other important events.
By following these workflows and utilizing the features of the ServiceEZ platform, you can efficiently manage your services, clients, and orders, providing a seamless experience for both administrators and clients.