August 2024 Gurulize Updates
Admin Panel Enhancements
- New Admin UX: The redesigned admin panel menu and features are designed to streamline the management of your platform.
- Expert List Pagination: This feature allows the expert list on your platform to be displayed across multiple pages, with a customizable number of experts per page. For instance, on a platform with 100 experts, if you set the display to show 10 experts per page, the experts will be listed across 10 pages.
Steps to Follow: Log into your Admin panel, navigate to Expert Settings, and enter the desired number of experts per page in the Expert Display Pagination Process section. Save the settings.
- Front End 404 Not Found Page: When users search for non-existent pages on your platform, a 404 Not Found message will now be displayed on the front end.
- Expert Registration Form Contract Links: You can now add contracts to the expert registration form via the Admin panel, which experts can review and accept during the registration process.
Steps to Follow: Log into your Admin panel, go to Settings > General Settings, and add your contracts to the Expert Registration Form Contract Links section.
- Appointment Package Additional Information: You can now add additional notes to each appointment package. This information, which might not be suitable for the public package description, will be visible to the user in the appointment confirmation email after purchase.
Steps to Follow: Log into your Admin panel, go to Services > Appointment Packages from the left menu. Click on an existing appointment package or create a new one. In the package, enter the necessary notes in the Additional Information to Be Sent in Email section and save the changes.
- Outlook Calendar Synchronization: To sync your Outlook calendar, log into the Admin panel and navigate to Settings > External Service Settings. Enter your Outlook client ID and security key, save the settings, then log into your expert panel and follow Calendar > Settings > Synchronization > Outlook 365 Synchronization to complete the sync process.
- Expert Panel Customer Addition: When this setting is enabled, experts can add customers to the platform directly from their expert panel.
Steps to Follow: Log into your Admin panel, navigate to Settings > Expert Settings, and enable the "Experts Can Add Customers" option.
- Offline Appointments: You can now manage and process payments for appointments that occur offline through your platform. This ensures all your appointments are tracked in one place.
Steps to Follow: In your Admin panel, navigate to Services > Appointment Packages > Create Appointment Package. When creating a new package, simply select "Offline" as the Appointment Type.
- Multiple Appointment Packages with Different Expert Selections: For multi-session appointment packages created for all experts, users can now choose to book remaining sessions with different experts.
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