Adding or Editing a Package Swap Group

To get to Package Swap Groups, type swap into the Convobar, or go to Meevo > Data > Package Swap Groups.

To add a Package Swap Group

Tip: Use the copy function to quickly create a new data record with similar details to an existing item. First, locate and select the existing item, and then select Copy. Meevo 2 will create a new definition with fields that are identical to the record you just copied. Make changes to the data as needed, and select Save when finished. Note that Central Office cannot copy items that are owned by a location.

  1. From the Package Swap Groups search form, select Add New.
  2. Enter a Display Name and optional Description.
  3. In the Swap Services section, Select an available service to add and select Add. Repeat this step to add other services, if desired.

Note: All services listed here can be swapped out evenly with one another, provided a client owns at least one of them as part of a package.

  1. In the Upgraded Swap Services section, Select an available service to add and select Add. Enter a Value, which is the upgrade fee for this service. Repeat this step to add other services.

Note: All services listed here can be upgraded from any of the Swap Services set up in Step 3, provided that the client owns at least one of those services as part of a package.

  1. When finished, select Save.

Business Types and data in Central Office

If you configured Business Types, select one from the Business Types drop-down. Only locations of the same Business Type will have access to this item once it is made available.

Reminder: Business Types are a way to categorize locations that offer vastly different services. For example, a Med Spa location would be set to a different Business Type than, say, a hair salon. In this way, Business Types ensure that unrelated data does not appear at a location (such as a Men's Haircut service appearing in a MedSpa's services list). For the vast majority of businesses, Business Types are not necessary.

Select Make available to locations to make this item immediately available to locations. In Location Options, you can exclude locations and manage how Meevo handles local overrides.

Note: If you select a Business Type and make an item available to locations, then after saving, you cannot change from one Business Type to another. However, you can at any time change from a single Business Type to All Business Types (as long as All Business Types is an available option for this item).

To edit a Package Swap Group

Note: Some fields may not be editable if the current location is not the item's Home Location. 

Note: Once an item is saved with a Business Type selected and the item is made available to locations, then the Business type cannot be changed to anything other than All Business Types.

  1. Locate the Package Swap Group and select it.
  2. Select Edit, and make your changes.
  3. When finished, select Save.