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User Manual – Site Settings 2019-10-23T16:39:06+00:00

Settings

In the website management module, you can configure the various aspects of your UrActive website, making this an extension of your business. In addition to the aesthetic components, it is also in this module that you configure the various parameters of your business such as payment methods, keywords of your website, internal observations and more.

The management of your website consists of 3 sub-modules. These are:

  • Website Settings: (this configures several aspects of your business)
    • Logo
    • Footer image
    • Contact Information
    • Location of your headquarters / store
    • Images of Homepage
    • Settings for your channel
      • Presentation of taxes
      • Account Activation Requirement
      • Forwarding to shopping cart (checkout)
    • Loading External SSL Certificates
    • Own domain association
    • Languages supported by your site
    • Currency accepted
    • Forms of payment accepted
    • Information about payments in the shopping cart
    • Internal Remarks
    • Keywords
    • Description of your website for SEO
    • Integrate your Google Analytics tracking ID
    • Links to your social networks
    • Displaying your iFrame
  • Pages: (The static pages of your site)
    • About Us
    • Contacts
    • Privacy Policy
    • Terms and conditions
  • Themes (set the colors and dispositions of the various elements of your site)

Website Settings:

Here we put all information about the site settings.

You can upload your logo by adding the file and trimming it. Images can be in PNG format with a resolution higher than 96 x 96.

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Tips:

1. Try to use images very close to the dimensions to avoid distortion resulting from the compression of large images.
2. Horizontal rectangular images are the ones that generally produce the best results.

Loading Footer Images

Like the logo, you can upload images to the footer. These will also have to be cropped, and the solution supports for the footer images the PNG format with a resolution higher than 96×96.

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TIPS:

1. Try to use images very close to the dimensions to avoid distortion resulting from the compression of large images.
2. If you want to use more than one image, you can create a single image with multiple images, and load it to display more than one image (although it will reduce the dimensions of the added images).
3. Footer images are the ideal place to place certificates.

Contact Information:

They refer to the email and phone/mobile number of your business that will appear on your site.

Loading Images from Homepage:

You can upload images to the homepage. With several images, these will alternate with each other. Images for the homepage must be in JPEG format, with a resolution above 1920×800.

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Text Input:

You can enter text in the images that will appear on your website along with the image. It will have one field for the name of the photo, and another for the location.

TIPS:

1. When uploading images to the homepage use strong images but that don’t shock with the colors of your template.
2. You can upload an image already with text, so that the homepage image also transmits a message.
3. Put at least three photos on the homepage, so that clients can see the photos automatically.
4. If you do not enter information in the text fields nothing is displayed, but you can always put the name of your company in the field for the name of the photo if you wish.

Location of the headquarters:

Select your location on the map. If you do not have a business location or do not want to share it, you can click on the “X” so it does not display results. Location of headquarters is displayed in the contacts of your website.

Channel Settings:

VAT: Whether or not you want to display activity tax. It lacks associated value in creating/editing the activity. See HERE.
Account Activation: In order to avoid abuse, the system asks customers to activate their account through an activation email. This option can be deactivated, making the booking process easier for your customers.
Languages: The base language is English, you can select Portuguese and Spanish and all of them are displayed on the website, or you can have only English. The solution does not allow you to select only Portuguese or Spanish.
Currency: The solution allows you to select multiple currencies from the different countries/regions that you accept as payment, whose exchange value is updated daily by the solution.

Client contact: here you can make it required for the customer to enter the telephone contact so that they can make their reservation.

Alternate Domains:

How it works: The solution supports proprietary domains. This allows you to have a higher level of customization on your website. This feature is dependent on two steps.
1. Place the domain(s) you want the solution to recognize.
2. Configure the domain to direct to your UrActive channel.

CAUTIONS ABOUT ALTERNATIVE DOMAINS: These steps should be taken by those familiar with this type of change. If you have any questions, consult your domain service provider. Changes to the domain can take up to 48 hours to be taken over by the network.

SSL Certificate:

For each alternate domain associated with your channel, you can use your SSL certificate.
To use your SSL certificate, you must have two files with you: the certificate file and your private key file used to sign your certificate.

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Payment Methods:

You can offer your customers several options in terms of payment methods:

Paypal: To set up PayPal you must create your account beforehand as a seller. Then, enter the email associated with your PayPal account in the respective field of this configuration.
Stripe: Learn more about setting up Stripe HERE.
Cash: Cash payment is at the discretion of the customer and does not involve any automated monetary transaction integrated into the solution.

Payment Information:

It is a field where you can put information that will be displayed in the shopping cart when the customer selects the “money/other” payment method (note: do not forget to fill in all the selected languages).

Remarks:

You can create up to 6 internal remarks so that the entire team can enter additional information for bookings.

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Adding/removing remarks: To add a remark click the “add internal remark” button and fill in the fields. To remove a remark click the “remove” button.

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Types of remarks: You can create 4 different types of remarks: text (addition of names), number (numerical introduction), date (creates a calendar for date selection in the field edit in the booking) and options (you can create a menu of selectable options).
To create options give a name to the remark and in the right field enter each of the options, clicking ENTER to proceed to the creation of the next option).

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Editing remarks: To edit an already created remark, click the “edit” button and make any changes you want.

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TIP: See HERE to see how internal remarks are used in the booking manager.

Keywords:

Keywords are Tags (ideas and related topics) that are associated with your product or service. Keywords are associated with your website so that search engines associate your website with this Tags.

It is a description of your business or your company, which is used by search engines as a summary of a website. It’s important to have a description to improve the visibility of the page.

Tracking ID Google Analytics:

Tracking ID is the tracking number provided by Google Analytics so that Google Analytics can track the behavioral patterns of your website’s users.

Social Media:

It allows you to provide the URL of your accounts on social media so that they are visible on the website, making it easy for your customers to visit.

iFrame:

What is the iFrame? The iFrame is a lighter view of the solution and can be introduced as a line of code in an existing website, defining its position and size, thus displaying its activities. The introduction of the iFrame on a website lacks some technical knowledge, so if you do not feel comfortable with the process contact a computer expert.

Pages:

Static pages are those that contain information about your company, its contacts, its terms and conditions, etc. (note that you always have to fill in both languages). These pages are more text-oriented, although it is possible to enter images, they must be hosted online and all content on static pages cannot exceed 2MB (in order to optimize your website). In the fields of each page, you will have a preview of how it will appear. Warning: If you detect deformation on this website, it will certainly be poorly formatted on your website. Use the preview on the pages to avoid aesthetic errors on your static pages.

Page Activation/Deactivation: To activate a static page you must select the “active” option at the end of each page. Leaving the field unselected hides the page.

NOTE: The terms and conditions page can never be hidden as it is your T&C service.

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Page editing: To edit a static page, simply click on the page you want to edit, make changes, and then click the “save” button to save the changes.

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Themes:

In themes you can select the look and configuration of your website.

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How to select a theme: To apply a theme, select from pre-created themes and click the “apply theme” button. This will configure the layout of a theme. You can also manually configure the layout by “My Theme” (See below).

How to select the colors of a theme: To select only the colors of a theme, click the “use colors” button of a pre-created theme in the list, or manually configure the colors of the elements in “My Theme” (See below).

My theme: My theme lets you configure the layout and colors of a theme so that you can further customize the theme.

    • Color editing: in your theme, you can edit the colors of the various components, just click on the color of the field you want to change, select the other color you want and click the “save” button.
    • Layout editing: In layout editing, you can edit the various components of your website, or even hide some of them, so that it matches the aspect you want from your website in general.

Layout and Themes:

Homepage:

Menu:

The menu is related to the top flap of your website and allows you to configure its positioning: right or left.

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Search:

Refers to the search field on the website’s homepage. You can choose to have this field visible or invisible or even to place only the search field, without the start and end date fields.

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Listing of activities:

This category relates to the way your activities are displayed: in a list or in a grid.

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Auxiliary bar:
It is the sidebar that appears next to the activities. Its position can be changed by placing it on the right, left, top or bottom of the page.

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Activity Page:

Auxiliary Bar:

This bar is located on the Activity page, usually below the calendar, and its position can also be changed: to the right, to the left, to the top of the page or to the background.

Attention: Selecting the positioning of the auxiliary bar at the top or bottom of the page will initially be hidden, making it visible when your client moves over the top of the page. The calendar, the search bar, and the categories are hidden. And the customer no longer has the option of doing searches for price ranges and geolocation.

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Calendar:

For the calendar you have two options: complete or simple.

In the filled out calendar each day is inside a color box.

In the simple calendar only the color of the day is different.

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The footer may be large or compact.

In the big footer, this one is divided into three columns. It has the peculiarity of having a form in the third column, which the customer when filling, sends an email directly to the email configured in the back-office.

The compact footer consists of an entire bar, with a different customization of the large footer without form.

TIPS:
1. When making changes, open a tab with your UrActive website (or website with iFrame insertion), make the changes, save, and “refresh” the website / iFrame tab in order to check the result.
2. If the “my theme” looks bad and you are having trouble, select a pre-created theme, apply the layout and colors, and reconfigure. So you will not run the risk of having a bad looking website and can always try a new setup.
3. Always inspect your website. See if the arrangement of the elements is what works best for your activity.
4. If you want to emphasize the use of your website on tablets/smartphones, select the compact footer, which best fits the devices.

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