How to create a treatment in HART

Modified on Thu, 10 Feb, 2022 at 3:45 PM

At the end of this article you will be able to;

Create treatment groups
Add a new treatment
Add equipment to treatments
Creating a stop sell for a treatment
Add the treatment to the POS

Create treatment groups

Navigate to Configuration > Services > Spa and the group tabs, by right-clicking and adding an entry you can create treatment groups that have a colour allocated, so you can see at a glance the mix of business in the Spa diary. There is also the option of setting a max amount per day for groups of treatments.

Group: free type the name of the group
Colour: double click in this field to choose your colour
Max/Day: free type a number if you wish to set a maximum group limit per day
Max Unit: choose from the drop-down if this is set by treatment or hours per day

Press save.

NOTE: the services will be pre-populated in the service window once you have added the group to the treatment.

Add a treatment

Navigate to the service tab and by right-clicking and adding an entry fill in all the relevant details.

Service: free type the treatment name.
Short: this will automatically populate when you press save
Revenue: choose the revenue stream you need the treatment to go to
Price: free type the price which you wish to pull through to the treatment when booking
Group: choose the group that the treatment belongs to if applicable
Diary: choose from the drop-down box

Diary: choose this for a treatment that needs to show in the Spa diary when booking

No Diary: choose this for a service that does not need to be in the Spa diary when booking

Scheduler: choose this for a service that is included in s Spa day package and needs scheduling in a restaurant such as a Spa lunch

Level: currently being redeveloped

NOTE: levels are set under Configuration > Facilities > Spa and the level tab

WBE: For use with the HART WBE engine only, choose from the drop-down if this service is for tables, tee times or a treatment. This can be left blank if you are not using the HART WBE
Web Publish: tick this box if you wish to publish this treatment to the HART WBE. This can be left blank if you are not using the HART WBE

NOTE: please see our HART WBE manual if wishing to set the treatments up on HART WBE as well as available for manual bookings

Points: free type a number if you wish to allocate points to treatments. This can be viewed by going to Reports> Spa > Facilities analysis and therapist
Order: free type the number order you wish the treatment to show in the drop-down box when booking a treatment.
Time, Block in diary: free type the time that you need the treatment to be blocked out in the diary for.
Actual duration: free type the actual duration of the treatment
Include in Morning briefing: tick here if you wish the treatment to show in the morning briefing report
ID: this will auto-populate once you press save
Therapist: under development
People: free type here the number of guests that you can add to a treatment
Health and safety: free type the number of health and safety mins the treatment takes. This is to be used in conjunction with the therapist configuration.

NOTE: In the service window if you right-click and press find you will see a list of all current treatments. double-clicking on the treatment name will bring up the treatment.

Add the treatment to your facilities

Next, navigate to Configuration > Facilities > Spa, select your facilities in the top window and under the service tab right-click add an entry and choose the treatment that you have just created from the drop-down box.

Max/day: free type if you wish this treatment to be restricted to a Max per day
From: choose the times from the drop-down box that this treatment is available from
To: choose the times from the drop-down box that this treatment is available from
Class: this is for use with classes
Limit: this is for use with classes

Adding equipment

If required you can link treatments to equipment that they use. To add the equipment navigate to Configuration > Facilities> Spa > Equipment

Once you have added the equipment navigate back to the services tab, highlight the treatment you wish to link the equipment to and choose the equipment from the drop-down box.

Creating a stop-sale for a treatment

If you wish to set a block for a certain time period for a certain treatment, with the treatment highlighted right click add an entry and add your block in the block window.

NOTE: remember to navigate to the personnel tab and ensure the new treatment is allocated to the therapist(s) who can do this new treatment

Adding your treatment to the POS

Navigate to Material >items and search for the treatment that you added as a service by using the search function.

Ensure that the Active box is ticked and chosen from the drop-down box;

Type: choose service
Category: choose the correct category according to your organisation
Service: ensure the treatment appears in the service field

Navigate to the POS tab and by right-clicking and adding an entry fill in the relevant detail accordingly