Category: Business Manager

Support for business managers

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FogoHelpCenter How to Set Up Membership Cards in the Fogo System

How to have Membership Cards in the Fogo System

How to Set Up Membership Cards in the Fogo System

The Fogo system enables the creation of various types of membership cards. To get started, go to Management > Campaigns > Membership Cards. Before proceeding, it’s useful to determine details such as the card name, deposit value, minimum deposit amount, recharge value, opening bonus, recharge bonus, and validity period. Membership cards can have consistent names like silver, gold, and platinum.

How to Create a Membership Card

1. Go to the membership card menu and click on Membership Card Launch

2. Select a photo to represent the membership card.

3. Enter the necessary details, including the card name, description, valid dates, discount rate, deposit value, recharge value, opening bonus, and recharge bonus value.

4. Click Submit

5. If needed, make adjustments to the settings. However, note that repeatedly changing values may cause confusion. If this occurs, consider creating a new membership card instead.

How to Sell/Issue a Membership Card in the Fogo System

There are two methods for selling membership cards in the Fogo system. The easiest method is through the payment page:

  1. Open the payment page.
  2. Select “Member Payment.”
  3. Choose an existing customer or add a new one.
  4. Go to the “Member” section and click “Purchase Membership Card.”
  5. Select the desired membership card.
  6. Enter the opening deposit and bonus deposit, and specify the branch, payment date, and payment method.
  7. Submit the information.

The second method involves selling through the Membership Card settings page. Simply find the membership card and follow the same steps as above.

How to check Membership Card Balance and Transaction Record  in the Fogo System

There are several ways to view the balance of a membership card:

  1. Go to the Payment page and select Member Payment. Then, choose Record under Members. The balance will be displayed on this page. If the client holds multiple membership cards, make sure to select the correct card to see the appropriate balance.

Alternatively, you can check the balance by navigating to Transactions > Membership Card.

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Accountant Business Manager FogoHelpCenter How to create a new Case Template in the Fogo System

How to create a new Case Template in the Fogo System

A case template can be extremely useful in your daily practice, particularly for patients with similar conditions. Its purpose is to save time and enhance treatment outcomes. There are different methods for creating a new case template.

The first method is to navigate to the case template menu by going to Management > Services > Case Template. Click on ‘New’ and follow the steps to create a new case template. Be sure to change the status so that it is visible from the appointment tab or diagnosis page. You can also edit the template over time to improve its quality. A Global template is accessible to all Fogo users, while a Local template can only be viewed and copied within your own practice.

The second method is to use the ‘Save as Template’ option on your diagnosis page. Remember to ask your practice administrator to change the status to active so you can view and use it.

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Accountant Business Manager Customer Dispenser Fogo Account Security FogoHelpCenter Gift Cards Google 2-Factor Authentication Human Resources Payment and Invoice Receptionist Services mangement Sign in Staff managment Uncategorized

Google 2-Factor Authentication

How to set up a Google 2-Factor Authentication app to double my Fogo account security?

We are introducing Google 2-Factor Authentication across all merchant accounts. Google 2-Factor Authentication is designed to make sure that your account is as secure as possible. Alternative TEXT login will incur fees and you will need to recharge your Fogo TEXT account first. 

How it works

You will use a Google Authenticator app to generate a code that will be your secure method of logging into your account and verifying your identity.

Step 1 of 3 Download an authenticator app

Download a Google Authenticator app.  These work for both iPhones and Android phones.

https://support.google.com/accounts/answer/1066447

Step 2 of 3

Scan the QR code below with the authenticator app

Google Authenticator app will allow you to scan a QR code and generate a 6 digit number.

Step 3 of 3

Enter the app generated six digit code below

This will allow us to verify your identity and secure your account. You may occasionally be asked for a code so keep the authenticator app on your phone.

Please note that you will be signed out of all other active sessions once you complete enrolment. 2-Factor Authentication will be active on your next login.

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Accountant Business Manager How to record a store balance?

How to add value to store balance?

Explanation of how to increase the customer’s store balance within the Fogo system:

Step 1: Access the payment page.

Step 2: Input customer and cashier details.

Step 3: Specify ‘Store Balance Payment’ with the value set to ‘0″, quantity ‘1’, and tax as ‘0’ if this is recorded as a future payment.

Step 4: Input the payment amount and choose the payment method.

Step 5: Ensure you select the ‘Bonus’ payment method and input the accurate amount if the store balance includes a bonus value.

If there are any inaccuracies, modify this payment through your Fogo admin account.

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How to issue a gift voucher manually? Uncategorized

how to issue a gift voucher manually?

To issue a Gift Voucher, follow these steps if the client did not purchase it through your booking link:

  1. Collect payment from the client first.
  2. Access the ‘Management’ section and select ‘Fogo Voucher.’
  3. Click on the ‘Issue’ button.
  4. Locate the appropriate campaign/voucher.
  5. Select the first available voucher and click on the ‘Issue’ option.
  6. Find the client in your system or create a new client profile using a designated email address.
  7. Choose the payment method and include the correct payment reference number in the note section.
  8. Finalise the process by issuing the voucher.
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How can my clients purchase a gift voucher?

how can my clients purchase a gift voucher?

After setting up your Fogo gift voucher campaign, your clients have multiple options to make a purchase. Here are the methods available:

Method 1: By clicking the ‘Gift Voucher’ button on your Fogo booking link page. In case you don’t have a booking page, please reach out to us. Clients can then follow the provided steps to select a voucher and complete the payment. Once the payment is successful, the voucher will be sent to their email address. This process is entirely handled without your involvement, ensuring a hassle-free experience for you.

Method 2: If your clients make the payment in your presence, you can issue the voucher directly to their email address. Access the ‘Fogo Vouchers’ section, click on ‘Issue,’ and select the appropriate campaign. Choose the first available voucher, search for or create a new client, and record the payment method. The voucher will be sent to the client via email.

Method 3: Alternatively, you can issue the voucher to your own email address and then print it out for distribution.

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Appointment Business Manager FogoHelpCenter how to change appointment time on mobile browsers

how to change appointment time on web browsers

You can manage your Fogo appointments using your mobile browser, following a similar procedure to that of a web browser.

To change an appointment, follow these steps:

  1. Log in to your Fogo account using your mobile browser.
  2. Find the appointment that you want to modify the time for.
  3. Open the appointment and look for the ‘Reschedule’ button.
  4. Select an available date and time from the options provided.
  5. Save the changes by clicking the ‘Update’ button.

Always double check the appointment in the dashboard to confirm the change which has been made.

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Appointment Business Manager FogoHelpCenter How to change appointment time on web browsers Human Resources Receptionist Staff/Practitioner Uncategorized

how to change appointment time on web browsers

There are two distinct methods to modify an appointment time when using web browsers as Fogo users. It is important to bear in mind that once payment has been made, the appointment time cannot be altered. In this case, the sole solution would be to request assistance from an administrator.

The first method for rescheduling an appointment, follow these steps:

  1. Open the dashboard and locate the appointment using your mouse cursor.
  2. Click and hold the appointment with your mouse.
  3. Drag the appointment to the new start time you want to assign it to.

Please ensure that there is a minimum gap of two minutes between two consecutive ‘mouse drag and drop’ actions.

To use the second method for changing an appointment time, follow these steps:

  1. Open the dashboard and double-click on the appointment you want to change.
  2. Find the ‘Time’ field and either select ‘Now’ or click ‘Edit’ to choose a different time slot.
  3. Click the ‘Update’ button located at the bottom of the appointment tab to confirm the changes.

Method 3 is to use ‘Reschedule’ action in the appointment tab.

  1. Navigate to the dashboard and double-click on the appointment that requires a change.
  2. Identify the ‘Reschedule’ on the top and assign a different time slot for the appointment.
  3. Click on the ‘Update’ button located at the bottom of the appointment tab to apply and finalize the changes.
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How to add staff provider numbers via Staff Management Staff managment

How to add staff provider numbers via Staff Management 

Most health service providers are allocated with unique provider numbers from public care or  private health funds. Some of them vary from different health funds. With the Fogo system, it is easy to enter your provider number with each practice and match it with your client’s health fund when you are issuing an invoice. 

  1. Login Admin or Receptionist account 
  2. Navigate to Staff Management page
  3. Search staff name and click ‘Details’ 
  1. Navigate to ‘Provider Numbers’ 
  2. Choose ‘Modality’, ‘Branches’, Health Fund and enter your provider number. 
  3. Click ‘Add New’ to save
  4. All this information can be edited afterwards. 

Use ‘All’ to save your time if your provider number is the same with all funds and public care systems. 

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How to add my provider details via ‘My Profile’

How to add my provider details via ‘My Profile’ 

Most health service providers are allocated with unique provider numbers from public care or  private health funds. Some of them vary from different health funds. With the Fogo system, it is easy to enter your provider number with each practice and match it with your client’s health fund when you are issuing an invoice. 

  1. Navigate to ‘My profile’ via top right corner 
  2. Open ‘My profile’ page and click ‘My provider numbers’ 
  3. Choose ‘Modality’, ‘Branches’ and Health Fund and enter your provider number. 
  4. Click ‘Add New’ to save
  5. All this information can be edited afterwards. 

Use ‘All’ to save your time if your provider number is the same with all funds and public care systems.