You may want to hide certain services from specific customers or offer particular services exclusively to certain customers. There is a setting that allows you to manage this.
Please note that this filter will not be applied to the dispatcher panel. Any service can be configured for any customer.
To perform filtering, you first need to have a tag. If you don’t have one, please check this article to learn how to create and manage tags, then come back to this article.
In the settings of the services in the admin dashboard, the accessibility of the services can be managed by navigating to the path below.
Admin Center → Settings → Operation Setup → Services → New record / Edit → Configuration
Customer type
This section defines which type(s) of customers this particular service is active for.
For example, in the screenshot above, both customer types (Business and Individual) can view this service in the apps and select it when creating an order.
Include customer tag
This section defines the customers you want this particular service is active.
First, create a tag if you don’t already have one. Next, assign that tag to the customers you want to include in this service. Finally, you can select the tags assigned to those customers here.
If you leave this field empty, all customers will have access to this service, as all of them will be selected by default.
When you include customers, it means that this service is shown exclusively to those customers, while excluding others by default.
Exclude customer tag
This section defines the customers for whom this particular service will not be active. First, create a tag if you don’t already have one. Then, assign that tag to the customers you want to exclude from this service. Finally, you can select the tags assigned to those customers here.
If you want all your customers to access this service, leave this box empty.