Package Parameters
Available on: Desktop · Web · Phone
Parameters are the details you record about a client at each visit — hair fall, skin type, weight, blood pressure, a before/after photo. Here you decide which details are recorded for a package or a service, and how. The values themselves are entered in the Parameter Values window at check-in and billing — see Check-In and Parameter Values.
In Setup Appointments, open the menu and double-click Packages › Package Parameters, or click Parameters in Setup Package. The window is titled Define Package Parameters.
You need the right to change the appointment configuration. Without it the window only shows the parameters.
Choosing what to set up
Type — Package or Service.
Select — the package or the service. For Package, only fixed services packages are listed (only this branch's, if packages are kept branch-wise). For Service, every service is listed, so parameters work without packages too.
A package service uses the package's parameters if the package has any that are not hidden; otherwise the service's own.
The parameters
Everything you type in the grid is entered in capitals.
PARAMETER NAME
The internal name, up to 30 characters — unique for this package or service
DISPLAY NAME
The name shown in the Parameter Values window, up to 50 characters (required)
DESCRIPTION
A longer explanation, up to 255 characters
DATA TYPE
Numeric, String (text), Boolean (yes/no) or Image
MAX LENGTH
For text, the most characters allowed — up to 250. 0 means no limit
MAX VALUE, MIN VALUE
For numbers, the allowed range. 0 means no limit
REQUIRED
YES if the value must be filled in
HIDE
YES hides the parameter from the Parameter Values window without deleting it
THRESHOLD
A note for your own reference, such as a normal range (up to 50 characters). It is only saved here — it is not checked and does not appear in the Parameter Values window
Click Save and answer "Are you sure to save selected records" — then "Parameter Defined Successfully". Messages you may see:
"Invalid Parameter Name.", "Invalid Display Name.", "Parameter Name Already Exists."
"Parameter Name can't be longer than 30 characters.", "Display Name can't be longer than 50 characters.", "Description can't be longer than 255 characters.", "Threshold can't be longer than 50 characters.", "Maximum length can't be greater then 250"
"Minimum value can't be greater than maximum value."
"Select a package or service first!"
Removing a parameter
Select its row and press Delete (on the web, click Delete), then answer "Are you sure you want to delete row ?". It is removed when you click Save — and the values already recorded for it at past visits are deleted too. To stop asking for a parameter but keep its history, set HIDE to YES instead.
Changing the order
Change Order opens Setup Order. Select a parameter and press Ctrl+U to move it up or Ctrl+D to move it down, then click OK. Click Save to keep the new order — it is the order the parameters are asked in. Change Order needs at least two parameters: "There must be at least two parameters to change their order.".
Changing the Type, the package or service, or clicking Refresh with unsaved changes asks "The parameter changes are not saved. Discard them?". Closing asks "Are You Sure You Want To Close Without Saving Data?".
Example — a slimming package. Pick Type Package and the SLIMMING 12 SESSIONS package. Add WEIGHT (Display Name WEIGHT (KG), Numeric, MIN VALUE 30, MAX VALUE 200, REQUIRED YES), WAIST (WAIST (CM), Numeric) and PHOTO (PROGRESS PHOTO, Image), then Save. Now every time a client on this package checks in, the Parameter Values window asks for her weight, waist and a photo, and shows what was recorded last time, so you can see the progress. A weight below 30 or above 200 is refused — "Value of WEIGHT (KG) cannot be less than 30".
On the web
The window works the same way on the web, with a Delete button above the grid. It opens full screen on tablets and phones. In Setup Order, tap a parameter, then use the Up and Down buttons.