Entities #

The Entity section or Internal Features includes features related to services, doctors, hospitals/clinics in the system.

The Entity section consists of 8 parts:

1. Packages
2. Offer Templates
3. Forms
4. Hospitals/Clinics
5. Doctors
6. Countries
7. Cities
8. Cancellation Reasons

Note: Not all roles can access every part of the entity section.

 

Packages #

In this subsection, all the packages created in the system can be accessed and viewed.

• Title: The name or title of the package.
• Items: The items or services included in the package.
• Total Price: The total price of the package.
• Final Discount: The discount applied to the package.
• Created At: The date and time the package was created.
• Updated At: The date and time the package was last updated.

Buttons:

• Edit: To edit the package.
• Delete: To delete the package.
• Duplicate: To create a copy of the package.

Creating a Package:

• Title: Select a title for the package.
• Items: Select the items or services for the package.

 

Offer Templates #

In this subsection, all the offer templates created in the system can be accessed and viewed.

• Title: The name or title of the offer template.
• Author: The person who created the offer template.
• Description: A brief description of the offer template.
• Created At: The date and time the offer template was created.
• Updated At: The date and time the offer template was last updated.

Buttons:

• Edit: To edit the offer template.
• Delete: To delete the offer template.

Creating an Offer Template:

• Enter the title and description for the template.
• Add the design and details for the offer.

 

Forms #

In this subsection, all the forms created for various sections are accessible.

• Title: The name or title of the form.
• Type: The type of form and its related section.
• Description: A brief explanation of the form.
• Created At: The date and time the form was created.
• Service: The service associated with the form.

Buttons:

• View: To preview the form.
• Edit: To edit the form.
• Delete: To delete the form.
• Duplicate: To create a copy of the form.

Creating a New Form:

1. Select the title, type, and description for the form.
2. Create the form structure using the drag-and-drop design tools.

 

Hospitals/Clinics #

In this subsection, all defined clinics and hospitals in the system are accessible.

• Name: The name of the clinic/hospital.
• Email: The email address of the clinic/hospital.
• Tel: The phone number of the clinic/hospital.

Buttons:

• Edit: To edit the clinic/hospital details.
• Delete: To delete the clinic/hospital.

Creating a New Clinic/Hospital:

1. Enter basic details like photos, name, phone number, email, website, fax, bio, and description.
2. Enter address details, including city, country, postal code, and Google Maps.
3. Add the services offered by the clinic/hospital.

 

Doctors #

In this subsection, all defined doctors in the system are accessible.

• Full Name: The full name of the doctor.
• Email: The doctor’s email address.
• Mobile: The doctor’s phone number.

Buttons:

• Edit: To edit the doctor’s details.
• Delete: To delete the doctor’s profile.

Adding a New Doctor:

1. Enter basic details like photos, name, phone number, email, website, fax, bio, and description.
2. Enter address details, including city, country, postal code, and Google Maps.
3. Add the services provided by the doctor.

 

Countries #

In this subsection, all defined countries in the system are accessible.

• Name: The name of the country.
• Created At: The date and time the country was added to the system.

Buttons:

• Edit: To edit the country’s details.
• Delete: To delete the country.

Adding a New Country:

Enter the name of the country and save it.

 

Cities #

In this subsection, all defined cities in the system are accessible.

• Name: The name of the city.
• Country: The country to which the city belongs.
• Created At: The date and time the city was added to the system.

Buttons:

• Edit: To edit the city’s details.
• Delete: To delete the city.

Adding a New City:

Select the country for the city, enter the city’s name, and save it.

 

Cancellation Reasons #

In this subsection, the list of cancellation reasons for leads or cases can be accessed and viewed.

Cancellation reasons are used when a lead or case is canceled.

• Title: The name or title of the cancellation reason.
• Model: The type of cancellation reason, related to either a case or a lead.
• Created At: The date and time the cancellation reason was created.
• Updated At: The date and time the cancellation reason was last updated.

Buttons:

• Delete: To delete the cancellation reason.

Creating a New Cancellation Reason:

Enter the title and select the type (case or lead) for the cancellation reason.