What are Workplaces and how do I add one?
Created by Jessica Hoi, Modified on Thu, 20 Feb at 1:18 PM by Jessica Hoi
What are Workplaces?
Workplaces are a way for you to logically separate your places of work; these can be physical locations, branches, or even businesses within your Pata Partners Account.
Each workplace you set up can have it's own online profile on Pata Marketplace where Pet Parents search, view and book services.
If you have multiple locations, branches or franchises, or think you might expand in the future, you don't need to set up multiple Pata Business Accounts, as this can all be managed in one place using workplaces.
How do I add Workplaces?
- Click on the Settings icon on the side menu
- Click on Workplaces, then Add Workplace
- Add the necessary information needed to set up, using the below steps
- General info
- Add your Workplace name
- Click Next and add Categories
- Choose the main category for your workplace as well as other categories that apply to you
Please note: You can only choose 1 main workplace category, but as many "other" categories as you like.
This will affect how your business appears in the Marketplace when Pet Parents search for services; If you select Dog Walker, you will appear when someone specifically searches for Dog Walking services in your area.
- Choose the main category for your workplace as well as other categories that apply to you
Click Next and add Contact Details
Add a phone number and email - this is how the client can get in touch with you
Click Next and add Location
Add the address where the Business operates
Please note: This is shared with profile listing, so if you change it here, it changes on the profile. You can hide your address when you list your profile or want to update it, if your workplace is a personal address and you don't want your address visible, or you're mobile Business.
Click Next and set up Billing
Set your billing details to appear on the client’s receipts by inputting the Company name and address
Settings
Add T&Cs in the Agreement Settings such as a general contract between you and the client. When a Client books with you via the Marketplace, they are agreeing to these Terms and Conditions.
- General info
Click Save
Your workplace profile can then be listed in the Marketplace, and you can add closed dates and add new appointments, and add new Team Members, or update existing Team Members who can provide services at this workplace.
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