EMS - Managing Facility Experiences

EMS - Managing Facility Experiences

⏱ Estimated time: 3–5 minutes
👤 Role: Admin / Management

What you'll learn

  • How to update descriptions, pricing, and tax for existing facility-led experiences

  • How to manage facility allocations and site availability

  • Best practices for maintaining your online storefront details

When should I use this?

Use this guide to update experiences that do not require a staff member, such as Afternoon Tea or Thermal Suite access. This includes adjusting durations, prices, or the specific areas where the experience takes place.

  • Key Logic: Updates made here will apply to all future bookings. Any bookings already sitting in the diary prior to these changes will retain their original settings (such as the price at the time of booking).

Before you start

Before amending a facility experience, confirm:

  • Naming Policy: It is not recommended to rename an experience once it has been in use. If the service is changing significantly, it is better to create a new one and make the old one inactive.

  • Online impact: Changes to descriptions and pricing are guest-facing and will need to be updated on your Storefront via Ecommerce Admin.

Step-by-step: Managing Facility Experiences

1. Open the Administration panel

Click Settings in the navigation menu to open the Administration area.

2. Navigate to Appointments

Select Appointments from the list of available administration options.

3. Select your Experience

Locate the experience you wish to amend using the search box or filters to narrow down the results.

4. Update Experience Details

  • Name: Update the name if required (note the recommendation in "Before you start").

  • Description: Update the text to ensure the explanation remains detailed and accurate for online customers.

  • Length: Update the duration of the experience in minutes.

  • Category/Analysis Code: Update these if you have restructured your reporting or menu groupings.

  • Sites: If you now offer this service at additional sites, tick the relevant properties to enable it there.

Note: The Interval and Appointment Type cannot be changed once the experience has been created.

5. Save Core Details

Click Save to update the primary experience record.

6. Update Additional Configuration

  • Settings: If multi-site, use the "Same Settings for all sites" toggle if applicable. Update the "Show Online" status and check that Tax options are correct for financial reporting.

  • Pricing: Update the rates. If you do not use Peak/Off-Peak pricing, ensure the standard price is entered into all three fields.

  • Facilities: Tick the site to add all facilities, or click + to individually select the specific areas where this experience can be completed. Click Save.

  • Restrictions: Under the site options, update any Medical Restrictions relevant to the experience.

7. Commit Changes

Click Save to commit all updates. Your experience is now updated and ready to be booked with the new parameters.

Best practice

  • Storefront Audit: It is best practice to log into your Ecommerce platform after saving to ensure the changes are displaying correctly on your guest-facing storefront.

  • Capacity Checks: If you increase the length of a facility experience, ensure your facility capacity can still accommodate your expected volume of guests.

Historical Data: Remember that previous bookings will retain their original settings; if you need to update an existing booking to a new price, this must be done manually in the diary.
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