Second is a marketplace platform built specifically for selling services online—whether it's consulting, healthcare, recycling, training, or other professional services. Unlike traditional e-commerce solutions designed for physical goods, Second is purpose-built to handle the complexity of service transactions.

With native support for both commoditized and custom services, Second provides:

• Calendar management – define when services are available

• Geolocation and geofencing – control where services can be delivered

• Vendor management tools – onboard, verify, and manage providers with ease

Marketplace operators can manage payments end-to-end with KYC/KYB, escrowing, pay-ins, and payouts, and run their platforms across borders with multi-language and multi-currency support.

• Definition

• Create a homepage

• Read the Homepage

  • Search bar

  • Publishing a Service

  • Selling points banner

  • Explore our Categories

  • Video highlight

  • Recommended Request for Proposals

  • Featured News

• Update a homepage

• Delete a homepage

• Related resources

Definition

Users initially judge a platform by its homepage, their first point of contact. The primary objective of a homepage is to attract users' attention and encourage them to delve deeper into the platform. Therefore, it is crucial that the homepage communicates a clear message and presents intuitive pathways for navigation.

The vendor homepage is strategically crafted to facilitate efficient interactions for vendors. It enhances their ability to engage with various elements critical for conducting business, such as selling services, generating quotes, and managing requests for proposals. This design aims to optimize the vendor's experience, fostering seamless transactions with other users on the platform.

Create a homepage

Homepages are generated by default. Users cannot modify content on the homepage.

Administrators with the relevant rights and roles can change several aspects of the homepage.

Read the Homepage

Search bar

Vendors can perform searches for services request through the dedicated search bar (figure 1.1).

Multiple criteria are available (depending on the authorized administrator’s configuration, some of these criteria may be disabled):

• Location (figure 1.2): users enter a location (country, state, region, city, street, etc.) in an auto fillable field. This field is powered by Google Maps by default.

• Categories (figure 1.3): users can select zero to all categories and sub-categories through a drop-down list doubled with a multi-select checking tool.

• Keywords (figure 1.4): users can manually enter keywords

• Start and end date and/or start and end time (figure 1.5)

Users then click the “Search” button (figure 1.6) to launch the search. The results displayed will match the information the user has selected.

Publishing a Service

On the vendor homepage, the user can publish a new service by clicking the "publish a service" button.

Selling points banner

The selling points banner (see figure 2) features three distinct information blocks, each comprising a logo, a primary catchphrase, and accompanying text. Its primary function is to deliver concise explanations about the platform's purpose, target audience, and key benefits.

Explore our Categories

This section of the homepage features category blocks (see figure 3). These blocks serve as quick-access links for conducting efficient searches within specific categories.

Video highlight

The video section (Figure 4) serves as an enhanced feature designed to enrich understanding of your platform’s purpose, benefits, target audience, and other relevant details. It is seamlessly integrated into the platform, allowing users to view it directly from the homepage. Adjacent to the video, users can find a customizable title and description, editable by authorized platform administrators. This capability enables administrators to enhance the video's context and ensure it aligns effectively with the platform's messaging.

Recommended request for proposal

The “Recommended request for proposal” section (figure 5.1) displays a list of automatically curated proposals available on the platform.

These can be the “best ranked” listings or “last published” listings according to the platform settings (Home Page Media and Home Page Setup).

Each card (figure 5.2) displays:

1. The request for proposal title

2. The request for proposal location

3. The favorites icon, see the Favorite page for additional explanations.

Users can access all requestes for proposals available on the platform through the “Show all requests for proposals” button (figure 5.3) at the end of this section. Upon click, a search results page is displayed.

Featured News

A “Featured News” section (figure 6.1) is available at the bottom of the homepage. This section displays articles from a third party blog or website according to the configuration set up by the authorized administrator. For more information on how to set it up, see Home Page Setup -> RSS Feed

Users can access in detail each article by clicking the “Read more” button available in each news block (figure 6.2). They are then redirected to the related news page.

Update the vendor homepage

The vendor homepage of a platform can have up to 6 sections maximum.

As an authorized administrator, each section is managed through the SBO.

Refer to the following documentation to learn more on how to manage these sections: Home Page Setup and Home Page Media

Below are the 6 sections of your homepage (figure from 7.1 to 7.6):

Delete a homepage

Users cannot delete any element on a homepage.

A homepage cannot be entirely deleted. Authorized administrators can delete some of the above-detailed sections, for more information refer to the following documentation: Home Page Media and Home Page Setup

Related resources

SBO :

• Home Page Media and Home Page Setup

Front :

• Listings search results page (Time-Based Rendering type)

• Favorite listings page

Business rules:

• Time-Based Rendering Type - Business rules

• Definition

  • When to log in or register to the platform?

    • Direct registration/login

    • Requested registration/login

• Create an account (registration)

• Read the login/register pop-up

• Update the login/register information

  • Forgot password

• Delete the login/register display

• Related resources

Definition

Register: For non-connected users who do not have a platform account.

Log in: For non-connected users who have a platform account.

WHO CAN USE THIS FEATURE?

For all users who want to connect to the platform.

When to log in or register to the platform?

Log-in/registration is required in two scenarios.

Direct registration/login

Clicking “Log in” or “Register” navbar buttons on the homepage (figure 1).

A login or registration form is displayed through a pop-up window (figure 2.1, figure 2.2).

Requested registration/login

Depending on the platform’s authorizations, users may browse through the platform without being logged in.

However, some on platform actions listed hereafter require the user to be logged in:

• Publishing a listing (figure 3.1). Refer to this documentation: Listing deposit (Basic solution)

• Booking service on the listing page (figure 3.2)

• Clicking a link in a platform generated e-mail

Upon performing any of these actions, the user is automatically redirected to the login/registration page. The user can then either enter his platform credentials to log in (figure 4.1) or click the “Sign Up” button and fill out the registration form (figure 4.2) to create an account.

Create an account (registration)

To create an account, a user fills out a registration form.

The user first indicates his legal status (individual or organization) through a dropdown box. The rest of the form can slightly vary according to his choice.

The differences are illustrated below:

• For individuals (figure 5.1), the fields prompt information regarding the user.

• For organizations (figure 5.2), the fields prompt information regarding the company’s contact.

An “Individual” user will have to fill out (figure 5.1):

• His first name (will be displayed on invoices)

• His last name (will be displayed on invoices)

• His birth date

• His address

• His email (platform automated emails are sent to this address)

• His password

An “Organization” user will have to fill out (figure 5.2):

• The company name (will be displayed on invoices)

• The first name of the legal representative

• The last name of the legal representative

• The birth date of the legal representative

• The company’s address

• An email (platform automated emails are sent to this address)

• A password

Each user must accept the following conditions by ticking the related checkboxes:

• “I accept terms and conditions”

• “I accept the Privacy policy”

To finalize registration, the user clicks the “Sign up” button.

Following registration, the user will receive a confirmation email.

Read the login/register pop-up

To log in, a user must indicate:

• His email, in the first field (figure 6)

• His password, in the second field (figure 6)

The “eye” icon allows the user to visualize the password. (figure 6)

The user clicks “login”. (figure 6)

Update the login/register information

Forgot password

If a user forgets his password, he can click the “Forgot your password ?” button (figure 7)

Then a pop-up window will open prompting the user to enter his platform account e-mail address (figure 8).

An email with a link to reset his password will be sent to the address should the e-mail address be correct.

Delete the login/register display

Users can not delete their accounts through these pages.

Related resources

Front :

• Listing deposit (Time-Based rendering type)

Vendor Homepage

Managing the features on your platform’s homepage as a vendor

Customer Homepage

Managing the features on your platform’s homepage as a customer

Homepage (User search Feature)

Managing the features on your platform’s homepage - User search solution

AI Search Assistant

What is a rendering type?

The rendering type defines how the platform interacts with vendors and customers to deliver the most relevant information based on the service offered by the vendor. Additionally, the rendering type influences the booking process, which consists of two stages. Vendors are required to provide comprehensive details about their services, while customers must supply necessary information during booking to ensure a seamless service experience.

Commoditized rendering types available on SCND

In SCND, the concept of a commoditized service is supported by the platform through three distinct rendering types. These rendering types are designed to accommodate any service that a vendor may propose, ensuring flexibility and adaptability within the platform.

• Time-Based

• Seat-Based

• Flat-Rate

How to configure a rendering type

In SCND, the administrator has the capability to enable all rendering types simultaneously or select specific ones that align with the marketplace business model. To activate the commoditized service described in this documentation, access to the Super Back Office (SBO) is required. Navigate to the left-side menu and follow the path: SBO > Configurations > Features > Platform Configuration > Platform Mode to complete the configuration.

Path: Front

Definition

Several interface structure elements are available throughout the platform. These elements help make user navigation more fluid.

WHO CAN USE THIS FEATURE?

All users

Create an interface structure

New elements cannot be created from the platform’s Front interface.

Read an interface structure

Navigation bar

The navigation bar (navbar) is consistently located at the top of each page. It enables users to personalize their platform experience according to their specific goals. Depending on the selected preferences, the homepage adjusts to function either as a solution tailored for customers seeking services and service providers proposing their offerings (Figure 1) , or vendors searching for service and services proposals (Figure 2) .

The navbar is made up of:

The platform logo

The login/register button or the user avatar

Login/register button

The login/register buttons (figure 3.1) are displayed when a user is not logged in to the platform. Once the user is logged in, the user’s avatar will be displayed instead.

The user avatar

The user’s avatar (figure 3.2), allows navigating through the dashboard menu quickly upon clicking it.

Platform mode

The platform's mode can be adjusted to align closely with user preferences within the marketplace. By selecting the "Become a customer"(Figure 4) button, the system automatically configures essential elements such as listing services and a customizable search bar tailored to the user's needs. Additionally, users have the option to post requests for proposals, enabling them to advertise services they seek or negotiate for the best possible deals.

On the opposite side is the "Become a Vendor" button (figure 4.1), designed to set up the marketplace with tools that help users manage their business activities within the platform. This feature enables vendors to create service listings and utilize additional resources for promoting and executing their services effectively across the marketplace.

The hamburger menu

The hamburger menu (figure 5.1) displays the content pages set by the administrator. The hamburger menu opens with a single click (figure 5.2 ).

Footer

The footer displays institutional pages to users (figure 6). These pages are usually for information purposes.

2 dropdown buttons (figure 6.1) are available on the left side of the footer:

• Language selection, allows the user to select the platform language

• Currency selection, enable the user to choose the display currency.

Update an interface structure

Header

Footer

Delete an interface structure

Header

Footer

Related resources

SBO :

Front :

Front interface structure

Understanding how to use the different Front interface components

Log in & Register

Creating accounts as a user

Homepage

Understanding the different homepage versions depending on the activated bundles

Listing deposit pages

Understanding the different listing deposit processes depending on the activated bundles

Search result pages

Understanding the different search result page versions depending on the activated bundles

Favorite listings page

Accessing and managing your favorite listings

Listing pages

Understanding the different listing page versions depending on the activated bundles

Booking requests

Understanding the different booking request page versions depending on the activated bundles

Quote requests (Quote Feature)

Creating and managing a quote request when the quote bundle is activated

Bid proposals (RFP Rendering type)

Understanding the bid proposals page seen when the RFP bundle is activated

Profile pages

Understanding the profile page versions depending on the activated bundles

Content page

Understanding and managing the platform's internal pages eg TnC, Privacy Policy, Who are we, etc

Users onboarding page

Understanding the fill in the user profile information

Contact page

Understanding and managing the ‘Contact us’ page used by users to communicate with your organization

Listing deposit (Time-Based rendering type)

How to create a listing as a platform user

Listing deposit (Flat-Rate rendering type)

How to create a listing as a platform user with the service bundle activated.

Listing deposit (Seat-Based rendering type)

How to create a listing as a platform user with the session bundle activated.

Listing deposit (RFP rendering type)

How to create requests for proposals as an asker, with the RFP bundle activated.

Listing details supported by AI

Help users to describe listings with the help of AI

Definition

User dashboard page through which users can manage their listings.

WHO CAN USE THIS FEATURE?

Switch users: All logged-in users

Non-Switch users: All logged-in offerors

Show a listing

The user dashboard’s Listing section displays the list of all of his listings. These can be filtered by listing status (figure 1):

• All: All listings

• Published: Listings published on the platform

• Invalidated: Listings declared as invalid by the administrator

• In review: Listings being reviewed by authorized administrators, not publicly visible (only admins and the offeror can view the listing)

• Hidden: Hidden listings, not publicly visible (only admins and the offeror can view the listing)

Each listing block (figure 2) displays:

• The listing status

• The listing media elements

• The listing location

• The listing title

• The listing description

• The listing price

• The “Duplicate” button

• The “Edit” button

Update a listing

Duplicate

The “Duplicate” button in the top right corner of the listing block will copy the listing.

This is especially useful when creating multiple similar listings with only a few variations.

Edit

Users can modify their listings' information through the “Edit” button located next to the “Duplicate” button.

Editing a listing presents the listing information in several sections. At the top of each section is always displayed:

• The title of the current listing (figure 5)

• A status dropdown button (figure 6) to filter listings

• The “Duplicate” button (figure 7)

• The “View listing” button (figure 8) to visualize the listing’s public display.

• Information banners (figure 9) to guide the user when required

Presentation

This presentation should describe the listing’s services. The information must be brief and extensive to attract the customer.

About

Three text fields build up the presentation section:

The listing title (figure 10) (mandatory)

The description (figure 11) (mandatory)

Click “Save” (figure 13) to save changes.

Categories

Users can update the listing’s categories through the dedicated dropdown multiselection button (figure 14).

Click “Save” to save changes.

Attributes

Users can manage/add attributes here.

Attributes are organized as groups (figure 15.1), which each bearing an attribute group name (figure 15.2) on top of each block.

Attributes can be of different types: free text, checkbox, date, number, select list (figure 15.1).

Click “Save” to save changes.

Media

Users can update and add media elements such as images, videos, and files in this section (figure 16.1).

To add elements, the user either clicks “Click here to select your files” or drags and drops files in the dedicated block (figure 16.2).

Video can be added via their youtube URL (figure 16.3).

Under the drag and drop block, previews of the uploaded media (figure 16.4) are displayed. The user can manage the media order by simple drag and drop (figure 16.4).

The red trash icon deletes a media element.

Click “Save” to save changes.

Price & conditions

Users can manage their listings' price rules in this section.

Base price

The base price represents the initial price assigned when a listing is published. This price is visible to users in the listing preview block. However, the final amount a user pays may differ due to potential seasonal pricing adjustments.

The system calculates and displays the listing’s potential income and applicable platform fees based on the specified price (see Figure 17).

To designate a listing as free, the price must be set to zero.

The minimum and maximum listing prices can be modified through the SBO by adjusting the Listing > Minimum Price or Listing > Maximum Price settings. To apply any changes, click Save.

Seasonal prices

The user can choose between 2 types of seasonal prices:

• Prices per date (managed through the calendar view)

• Recurring prices

Calendar view

Prices per date allow the user to set a specific price per date.

By clicking a date, a price input appears (figure 18) and prompts the user to fill in a price. The user can select date/time ranges by clicking and dragging onto several calendar ranges.

The “Today”, “Day” and “Week” buttons (figure 19) change the calendar display accordingly.

Recurring prices

Recurring prices (figure 20) are a way to set prices over recurring weekdays (e.g. weekends are more expensive than weekdays).

To do so, a user enters:

• The price

• The applicable date range

• The weekdays on which the price will be applied

Upgrades

During the listing edition process, users now have the option to add an upgrade to their listing. For detailed instructions on managing upgrades, refer to the Upgrade Management section.

Settings

Cancellation policy

Users can also manage their listing’s cancellation policy by choosing between a “Flexible” cancellation policy or a “Strict” policy (figure 21).

Minimum and maximum duration

Users can establish a minimum and maximum booking duration for their listing (figure 22).

Discounts

Users can add discounts to their listing through the “Add a new discount” button (figure 23.1).

Each discount is set in percentages based on a threshold to be defined (figure 23.2).

The red trash icon deletes a media element.

Calendar

Default listing availabilities are determined by the platform’s configuration. In most cases, platforms set listing calendars to be unavailable by default. To begin receiving booking requests, offerors must manually configure their availabilities.

Calendar

Users can change their listing’s availabilities through this calendar interface.

Greyed-out days are past dates and cannot be edited. White days are non-edited dates (figure 24.1).

Clicking a date/time slot opens a pop-up window (figure 2.2) prompting the user to set availability for the selected period:

• Make available: the date turns green (and depending on the platform’s configuration, a price (base or specific according to how prices were set) will be displayed)

• Make unavailable: the date turns red

Users can also click and drag to select several dates/time slots to do bulk changes.

A “reset availabilities” button (Figure 24.3) is available at the top of the calendar block. This deletes all calendar settings and resets to default settings (usually a calendar with no availabilities).

Advanced

This advanced calendar tool allows users to quickly set their availabilities over large periods.

The parameters available are:

• Status: “available” or “unavailable” (figure 25.1)

• Date range with the start date and the end date (and hours depending on the platform’s configuration) (figure 25.2)

• Weekdays to apply these changes to (figure 25.3)

Click “Save” to save changes.

Synchronization

The synchronization tool helps users import an external agenda’s events into the on-platform agenda and turn them into unavailabilities. To do so, the user enters the external agenda’s URL (figure 26).

Click “Save” to save changes.

Learn more about calendar synchronization here: Calendar Sync Feature - Business Rules

Address

The “address” section manages the listing’s address (figure 27).

Confirm the address and click on “Save” to save changes.

Delete a listing

Users can delete listings through the listing status dropdown menu available throughout the listing edition sections (figure 28).

A confirmation message prompts the user to validate the deletion.

A deleted listing is no longer listed in the users' dashboard or search results. However, all related bookings, messages, and payments remain listed for history and tracking purposes.

Related resources

Business rules:

• Time-based rendering type - Business rules

• Calendar Sync feature - Business rules

• Definition

• Create a homepage

• Read the Homepage

  • Search bar

  • Publishing a service request

  • Selling points banner

  • Explore our Categories

  • Video highlight

  • Recommended listing

  • Featured News

• Update a homepage

• Delete a homepage

• Related resources

Definition

Users form their initial impressions of a platform through its homepage, which serves as their first interaction point. The main goal of a homepage is to capture users' interest and guide them further into the platform. Therefore, it is essential that the homepage effectively communicates key messages and provides intuitive navigation paths.

The customer homepage has been carefully crafted to optimize customer interactions. Its primary function is to assist customers in discovering services and providing a robust platform for submitting proposals tailored to their requirements. Additionally, users can utilize the homepage to search for specific service providers and request quotes for desired services.

Create a homepage

Homepages are generated by default. Users cannot modify content on the homepage.

Administrators with the relevant rights and roles can change several aspects of the homepage.

Read the Homepage

Search bar

Vendors can perform searches for services request through the dedicated search bar (figure 1.1).

Multiple criteria are available (depending on the authorized administrator’s configuration, some of these criteria may be disabled):

• Location (figure 1.2): users enter a location (country, state, region, city, street, etc.) in an auto fillable field. This field is powered by Google Maps by default.

• Categories (figure 1.3): users can select zero to all categories and sub-categories through a drop-down list doubled with a multi-select checking tool.

• Keywords (figure 1.4): users can manually enter keywords

• Start and end date and/or start and end time (figure 1.5)

Users then click the “Search” button (figure 1.6) to launch the search. The results displayed will match the information the user has selected.

Publishing a Service Request

On the customer homepage, the user can publish a new service request by clicking the "publish a service request" button.

Selling points banner

The selling points banner (see figure 2) features three distinct information blocks, each comprising a logo, a primary catchphrase, and accompanying text. Its primary function is to deliver concise explanations about the platform's purpose, target audience, and key benefits.

Explore our Categories

This section of the homepage features category blocks (see figure 3). These blocks serve as quick-access links for conducting efficient searches within specific categories.

Video highlight

The video section (Figure 4) serves as an enhanced feature designed to enrich understanding of your platform’s purpose, benefits, target audience, and other relevant details. It is seamlessly integrated into the platform, allowing users to view it directly from the homepage. Adjacent to the video, users can find a customizable title and description, editable by authorized platform administrators. This capability enables administrators to enhance the video's context and ensure it aligns effectively with the platform's messaging.

Recommended request for proposal

The “Recommended listings” section (figure 5.1) displays a list of automatically curated listings available on the platform.

These can be the “best ranked” listings or “last published” listings according to the platform settings Home Page Media and Home Page Setup

Each card (figure 5.2) displays:

1. The listing’s title

2. The listing’s location

3. The listing’s default price per time unit

4. The listing’s rating (if it has one)

5. The favorites icon, see the Favorite listings page for additional explanations.

Users can access all listings available on the platform through the “Show all listings” button (figure 5.3) at the end of this section. Upon clicking, a search results page is displayed.

Featured News

A “Featured News” section (figure 6.1) is available at the bottom of the homepage. This section displays articles from a third party blog or website according to the configuration set up by the authorized administrator. For more information on how to set it up, see Home Page Setup -> RSS Feed

Users can access in detail each article by clicking the “Read more” button available in each news block (figure 6.2). They are then redirected to the related news page.

Update the customer homepage

The customer homepage of a platform can have up to 6 sections maximum.

As an authorized administrator, each section is managed through the SBO.

Refer to the following documentation to learn more on how to manage these sections: Home Page Media and Home Page Setup

Below are the 6 sections of your homepage (figure from 7.1 to 7.6):

Delete a homepage

Users cannot delete any element on a homepage.

A homepage cannot be entirely deleted. Authorized administrators can delete some of the above-detailed sections, for more information refer to the following documentation: Home Page Setup and Home Page Media

Related resources

SBO :

• Home Page Setup and Home Page Media

Front :

• Listings search results page (Time-Based Rendering type)

• Favorite listings page

Business rules:

• Time-Based Rendering Type - Business rules

Ai Search Assistant

The assistant is designed to interact with users and address their inquiries, leveraging the capabilities of OpenAI's artificial intelligence to make informed decisions that benefit users. The AI search assistant is a feature developed specifically to help users with a variety of requests. These requests can range from identifying suitable services, submitting or responding to proposals, to locating and connecting with a vendor. Conveniently accessible, the assistant is presented as a chatbox located in the bottom right corner of the homepage (Figure 1).

The chatbot interface is user-friendly, offering a seamless experience as it guides users through their inquiries, ensuring that they receive the best possible support and solutions tailored to their needs. By integrating advanced AI technology, the assistant can quickly.

On the top, we have three icons to assist the user:

Settings

Enabling AI Search Assistant -> AI Settings

Learn how to configure the AI Search Assistant -> AI Search Assistant Configurations

• Definition

• Create a homepage

• Read the Homepage

  • Search bar

• Update homepage

• Delete homepage

• Related resources

Definition

Users' first impression of a platform is formed through the homepage as it is the first interface they see. A homepage’s goal is to capture users' attention and to entice further exploration of the platform. As such, a clear message, as well as understandable funnels, must be explicitly displayed.

WHO CAN USE THIS FEATURE?

All users

Create a homepage

Homepages are generated by default. Users cannot modify content on the homepage. Administrators with the relevant rights and roles can change several aspects of the homepage.

Read the Homepage

A user search-activated homepage is similar to the standard homepage described here: Vendor Homepage or Customer Homepage, with an additional dedicated search bar.

Search bar

When the user search feature is enabled and the operator also enables Displays search form , users can select, through the related tabs at the top of the search bar (figure 1.1), which type of search they would like to perform.

The user search bar criteria slightly differ from the listing search bar (figure 1.2).

The search criteria are:

• Location (figure 1.3)

A user category (figure 1.4). These are different from listing categories

• Keywords (figure 1.5)

• Search for vendors only (figure 1.6)

Users then click the “Search” button (figure 1.7) to launch the search. The results displayed will match the information the user has selected.

Update homepage

Please refer to the following documentation:

Vendor Homepage - Update a Homepage

Customer Homepage - Update a Homepage

Delete homepage

Please refer to the following documentation:

Vendor Homepage - Delete a Homepage

Customer Homepage - Delete a Homepage

Related resources

Front:

• Vendor Homepage

• Customer Homepage

Business rules:

• User search feature - Business rules

First steps of creating a listing

The process of creating a listing consists of three initial steps in which the vendor provides the basic information required regardless of the selected rendering type. Once the rendering type is chosen in the third step, the subsequent steps will adapt accordingly to capture the specific details necessary for the listing.

Once the initial steps are completed, the process will proceed based entirely on the selected rendering type. For more details on how the listing deposit process continues, refer to the following content:

• How to configure a Time-Base listing

• How to configure a Seat-Based listing

• How to configure a Flat-Rate listing

Definition

Listing pages are the public interfaces displaying services' detailed information. These pages also allow users to book said services.

WHO CAN USE THIS FEATURE?

All users

Create a listing

Offerors are the only user types who can create listings. Askers cannot create listings.

Read a listing page

When a user clicks the listing preview card, the listing’s detailed information will be displayed in a new tab.

Each listing page follows the same structure.

Main body

The main body is structured as followed:

Information section

• Listing title (figure 1):

• Location (figure 2).

The location indicates where the service will be rendered.

• “Favorites” icon (figure 3):

• Breadcrumb (figure 4) gives users information on the platform’s internal navigation path.

• The menu (figure 5) summarizes the listing’s structured information. Users can directly access a section by clicking one of the menu’s sections.

Media section

The media section (figure 6.1) displays the media elements related to the listing.

Supported media formats are files (pdf), images (jpg, png, gif), videos (youtube URLs).

Videos from the media section are youtube videos available directly on your platform to ensure maximum user retention and avoid external redirections (figure 6.2).

Description section

The description block (figure 6) displays additional textual information about a listing.

Option section

The "Options" section presents the available upgrades that users can add to their booking.

Booking policy section

The booking policy section (figure 8) displays information about the cancellation rules and refund rates applied depending on the cancellation date. This information is automatically set according to the offeror’s cancellation policy choice.

About the Offeror section

The offeror section (figure 9) displays the following information regarding the listing offeror:

• Certified information of the offeror

• 2 buttons:

  • “My profile” button to redirect a user to the offeror’s dedicated profile page.
  • “Contact me” button to send the offeror a message through the platform’s internal messaging system.

Location section

The locations section displays a map (figure 10) which indicates either the listing’s rendering location or an intervention area. Users can navigate through the interactive map through the use of standardized commands (zoom in, out, drag and click).

A blue circle may sometimes be displayed instead of an exact location. This indicates the listing’s rendering/intervention area as a protection/security measure.

Calendar section

The listing’s availabilities (figure 11) are displayed at the bottom of the listing page under the calendar section. An intuitive colour code is used to visually give availability information at a glance:

• Red: the listing is not available

• Green: the listing is available

Users can change the calendar view from a daily view to a weekly view. Users can also navigate through the calendar by using the top-right arrows.

Similar listings section

The similar listing section (figure 12) provides a selection of other listings that might be of interest to the user.

This section encourages users to stay longer on the platform by providing alternatives to a given listing. This may increase the chances of finding the right match and conversion rates.

The booking block

The booking block is related to the booking action. This block is anchored to the page and always remains visible while scrolling through the listing page.

The booking block displays by default the booking’s base price. The following information is managed through this block:

The listing’s total price (figure 13.1).

Requested service dates (figure 14).

Users select the start date (and time if applicable ) and the end date (or time if applicable) for the booking request. The selectable dates depend on the listing’s availabilities.

• The “Book now” button (figure 15) initiates the booking request process for the previously entered dates and conditions.

Update listing page

Delete listing page

Related resources

Business rules:

Definition

User dashboard page through which users can manage their listings.

WHO CAN USE THIS FEATURE?

Switch: All users

Non-switch: Logged offerors

Create a listing

Users can create a listing through the Front interface, by clicking the “Publish your listing”.

Once at least one listing is created, a user can view all of his listings in the user dashboard’s Listing section.

Show a listing

The user dashboard’s Listing section displays the list of all of his listings. These can be filtered by listing status (figure 1):

• All: All listings

• Published: Listings published on the platform

• Invalidated: Listings declared as invalid by the administrator

• In review: Listings being reviewed by authorized administrators, not publicly visible (only admins and the offeror can view the listing)

• Hidden: Hidden listings, not publicly visible (only admins and the offeror can view the listing)

Each listing block displays:

• The listing status

• The listing media elements

• The listing location

• The listing title

• The listing description

• The listing price

• The “Duplicate” button

• The “Edit” button

Edit

Users can modify their listings' information through the “Edit” button located next to the “Duplicate” button.

Editing a listing presents the listing information in several sections. At the top of each section is always displayed:

• The title of the current listing.

• A status dropdown button to filter listings

• The “Duplicate” button

• The “View listing” button (figure 8) to visualize the listing’s public display.

• Information banners (figure 9) to guide the user when required

Presentation

Price & Conditions

Base Price

After creating a listing, the vendor can modify the price per participant. All information presented during the listing creation process remains available in this section, including the option to designate the listing as free.

Upgrades

Settings

Maximum number of participants

The vendor has the ability to modify the maximum number of participants. This allows for adjustments to increase or decrease the participant limit as needed.

Cancellation Policy

Vendors can also manage their listing’s cancellation policy by choosing between a “Flexible” cancellation policy or a “Strict” policy.

Calendar

Default listing availabilities are determined by the platform’s configuration. In most cases, platforms set listing calendars to be unavailable by default. To begin receiving booking requests, offerors must manually configure their availabilities.

Calendar

Users can change their listing’s availabilities through this calendar interface.

Greyed-out days are past dates and cannot be edited. White days are non-edited dates (figure 24.1).

Clicking a date/time slot opens a pop-up window (figure 2.2) prompting the user to set availability for the selected period:

• Make available: the date turns green (and depending on the platform’s configuration, a price (base or specific according to how prices were set) will be displayed)

• Make unavailable: the date turns red

Users can also click and drag to select several dates/time slots to do bulk changes.

A “reset availabilities” button (Figure 24.3) is available at the top of the calendar block. This deletes all calendar settings and resets to default settings (usually a calendar with no availabilities).

Advanced

By setting the advanced calendar, you will have to set the number of participants for the sessions you will create, thanks to the dropdown button (figure 2)

Synchronization

The synchronization tool helps users import an external agenda’s events into the on-platform agenda and turn them into unavailabilities. To do so, the user enters the external agenda’s URL.

Click “Save” to save changes.

Address

The “address” section manages the listing’s address.

Confirm the address and click on “Save” to save changes.

Delete a listing

Related resources

Business rules:

Instructions for listing pages - Seat-Based rendering type activated

Definition

Listing pages serve as public interfaces that provide detailed information about available services. These pages also enable users to book services directly. In seat-based listings, availability details are clearly presented and explicitly displayed within a designated section of the listing.

WHO CAN USE THIS FEATURE?

All users

Create a listing

Offerors are the only user types who can create listings. Askers cannot create listings.

Read a listing

Additionally, listings bear a “Next 5 availabilities” section (figure 1).

This section displays all the upcoming sessions available in the listing.

Each session block (figure 1) displays:

• The session date

• The session start time and end time

• The session price

• A “Choose” button to add the session to the booking request.

Update a listing

Delete a listing

Related resources

Business rules:

Definition

The Listing Deposit for Seat-Based Rendering process involves creating a listing on a platform to showcase services offered or required. This functionality enables vendors to create listings where pricing is determined based on number of seats booked for a session.

Create a listing

Show a listing on the platform

Update a listing during the listing deposit

Navigation Steps

During the listing deposit process, the user can update the listing’s information by clicking “Back to step X” (figure 10). This redirects the user to the previous step in which he can edit the previously entered information.

Languages management

The offeror can also update the listing’s translations manually via the language icon (figure 11.1).

The user then selects the desired language through a list of available languages (figure 11.2).

An automatic translation is set up by default. Any non-manually translated fields are automatically translated.

Delete a listing during the listing deposit

Users cannot delete a listing during the listing deposit process as it is not published yet. They can, however, interrupt the deposit process. When it happens, in the SBO the listing will be tagged as a Draft Status.

Related resources

Business rules:

Definition

The booking request process is made out of the checkout + the payment process + the final confirmation

WHO CAN USE THIS FEATURE?

Logged in users

Create a booking request

To create a booking request, users select in a listing page the variables required in the related booking block (usually the start and/or end date and/or time, quantities). They then click the “Book now” button (figure 1) which initiates the booking request process.

Checkout

The Checkout Overview page is the initial screen presented to users upon selecting the "Book Now" button. To enhance clarity, the page is divided into multiple sections.

Date & location

The data block (figure 2) summarizes the requested date, time & duration for the booking request.

The location block (figure 3) summarizes the service location for the booking request.

Principal Services

The main services block (figure 4) displays the following information about the services requested in the booking request:

• Listing title

• Quantity

• Time unit

• Price per unit

• Discounts

• Total cost

Platform service fees block

The platform service fees block (figure 5) informs the users of the fees taken by the platform. The displayed fees depend on the platform administrator’s configuration.

Coupon

Total price

The total price block (figure 6) indicates the booking’s total price.

Message

The message block (Figure 7) enables users to submit messages and attach files to the offeror. The "Your message" field can be displayed in the configuration settings via the SBO by disabling the "Add message field in new booking form" option. Additionally, this field can be set as mandatory by enabling the "Message field required" option.

The user needs to accept the platform terms & conditions by checking on the checkbox (figure 8).

To confirm the booking request, the user then clicks “Continue >” (figure 9) which will redirect him to the payment page.

The right section

On the right-hand side of the page, the booking-related offeror’s information (figure 10) is displayed in a dedicated information block.

UThe payment page

On this page, the user selects their payment method, which is determined by the payment service provider configured. To configure a payment service provider, the "Payment Method" setting in the SBO must be modified. Below is a list of available payment methods based on the payment service provider:

• Bank Wire Transfer: Mangopay only

• Direct Debit Payment: Stripe only

The confirmation page

The confirmation page (figure 13) confirms the booking request has been successfully made. This ends the booking request process.

The offeror then receives an alert for a new booking request.

Update a booking request

A user can update his booking request during 2 steps of the process.

The user can click “Edit” (figure 14) available on the left-hand side at the end of the checkout overview page to modify the date and time for his booking request.

Similarly, “Edit” is available on the payment page. This redirects the user back to the checkout overview page.

Delete a booking request

Users cannot delete a booking request.

Users can either stop the booking request process, in which case no booking request is made; or users can cancel booking requests from their dashboard.

Related resources

Business rules:

The Seat-Based rendering type is a standardized option that administrators can enable within SCND. When activated, vendors can create listings based on the number of participants who will benefit from the service.

For example, in the case of a training class, customers specify the number of participants at the time of booking. The system then calculates the total cost based on the number of seats selected.

Example:

• A class offers 10 available seats.

• The customer booked 4 seats.

• Each seat costs 10 euros.

• The total booking cost is 40 euros.

This pricing model ensures that customers are charged based on actual usage, making it suitable for services where capacity is limited.

To learn more about this feature, access

This process follows a structural backbone with slight differences depending on the following rendering type:

What is the Time Based Rendering type

The Time-Based is a Rendering Type offering a model that allows vendors to provide bookable services for a specified duration, measured in hours or days. This rendering type is applicable when vendors offer accommodations, such as apartments, houses, or flats, or when providing experiences where pricing is based on the total booking period.

Charges are determined according to the duration of usage, ensuring that the cost aligns with the number of hours or days booked. This model can also be applied to the rental of other assets, including vehicles (e.g., cars, buses, motorcycles) and equipment, allowing vendors to structure their pricing based on time-based utilization.

To learn more about this feature, access

This process follows a structural backbone with slight differences depending on the following rendering type:

Definition

The Listing Deposit for Time-Based Rendering process involves creating a listing on a platform to showcase services offered or required. This functionality enables vendors to create listings where pricing is determined based on time increments, such as hours or days.

Creating a listing

Update a listing during the listing deposit

Navigation Steps

During the listing deposit process, the user can update the listing’s information by clicking “Back to step X” (figure 10). This redirects the user to the previous step in which he can edit the previously entered information.

Languages management

The offeror can also update the listing’s translations manually via the language icon (figure 11.1).

The user then selects the desired language through a list of available languages (figure 11.2).

An automatic translation is set up by default. Any non-manually translated fields are automatically translated.

Delete a listing during the listing deposit

Users cannot delete a listing during the listing deposit process as it is not published yet. They can, however, interrupt the deposit process. When it happens, in the SBO the listing will be tagged as a Draft Status.

Related resources

Business rules:

The Flat-rate rendering type enables vendors to offer services that are booked based on a predefined experience. In this model, the vendor provides a detailed listing description that includes information about the service and its total fixed duration.

Customers can only select the start date and time, as the total duration is predetermined by the vendor. The end time is automatically calculated by adding the fixed duration to the selected start time.

If the vendor has more services in the same listing, customers can book multiple services within the same listing and complete payment for all selected services in a single transaction. The total duration would be the combined amount of time for all the booked services.

For example, a vendor offering a Ferrari driving experience in Paris would need to provide details about the experience, including pricing and the total duration in hours.

To learn more about this feature, access

• How to Create a listing in Flat Rate rendering type

• How to edit a listing in Flat Rate rendering type

• How to show a listing Flat Rate rendering type

• How to book a service Flat Rate rendering type

This process follows a structural backbone with slight differences depending on the following rendering type:

• Time-Based rendering type

• Flat-Rate rendering type

• Seat-Based rendering type

• Request for Proposal rendering type

What is the Request for Proposal Rendering type

When customers log into the platform and are unable to find the specific services they need, a solution is provided where they can create a request for proposal (RFP). This feature allows customers to detail the required service, including any relevant specifications. Once submitted, the RFP is posted in the marketplace, enabling vendors and service providers to review the request and submit bids through the platform. Additionally, the platform supports negotiation between both parties, allowing adjustments to the price or service details until a fair agreement is reached.

To learn more about this feature, access:

• Create a Request for Proposal

• RFP Page

• Bid Proposals (RFP)

Definition

The booking request process is made out of the checkout + the payment process + the final confirmation

WHO CAN USE THIS FEATURE?

Logged in users

Create a session booking

To create a session booking, users select the desired session displayed on the left-hand side of the listing page (figure 1).

Users can set the number of participants for their booking (figure 2).

Click “Book now” (figure 3) to confirm the booking request.

Book a Service

The checkout overview pages are similar to the ones from the Time-based rendering type. Learn more through the following documentation: Book a Service (Time-Based)

Session

The session confirmation pages are similar to the ones from the time-based, with the addition of the number of participants (figure 4).

Update a session booking

Updating a session booking follows the same process as the one from the time-based rendering. Learn more through the following documentation: Edit a Listing (Time-based)

Delete a session booking

A booking request cannot be deleted. Users have the option to either halt the booking request process before submission, preventing the creation of a request, or cancel an existing booking request through the dashboard.

The process is described in the article: Bookings dashboard (Time-Based rendering type) - Update a booking

Related resources

Dashboard:

• Bookings dashboard (Time-Based rendering type) - Update a booking

Business rules:

• Seat-Based rendering type - Business rules

Definition

Listing pages function as public interfaces that present comprehensive details about available services while also enabling users to book them. When the Flat-Rate rendering type is enabled, these listings provide information at two distinct levels: general listing details and specific service information. To ensure consistency and standardization, service information can be structured using predefined service templates.

Similarly, when the Subscription feature is activated, listing pages display two levels of information: general listing details and subscription service information. Subscription service details can also be organized using service templates to maintain a structured and uniform presentation.

WHO CAN USE THIS FEATURE?

All users

Create a listing

Offerors are the only user types who can create listings. Askers cannot create listings.

The listing creation process is described in the article Service solution: Create a listing.

Show a listing

Update a listing

Offerors have the ability to update their listings through their dashboard. The procedure for making updates is detailed in the article "Edit a Listing (Flat-Rate)." Askers do not have the capability to modify listings.

Delete a listing

Only offerors have the ability to delete their listings through their dashboard. The deletion process is outlined in the article "Edit a Listing (Flat-Rate)" Askers do not have the option to delete listings.

Related resources

Business rules:

• Flat-Rate rendering type - Business rules

Definition

The listing deposit refers to the process of setting up a listing on our platform, enabling vendors to showcase and offer multiple services simultaneously. To streamline this process, administrators can define standard service structures using the service template within the SBO (Service Back Office). This feature provides vendors with a predefined framework, making it easier for them to create and manage their service listings efficiently. By utilizing these templates, vendors can ensure consistency and accuracy in their service offerings while reducing the time required for setup.

To deposit a listing, users must be registered and logged into the platform. The Log In and Register options must be utilized to gain access to this feature.

Creating a Service

Show a listing on the platform

The user can read the listing information entered through his dashboard.

This page is described in detail in the article:

Update a listing

Navigation Steps

During the listing deposit process, the user can update the listing’s information by clicking “Back to step X” (figure 10). This redirects the user to the previous step in which he can edit the previously entered information.

Languages management

The offeror can also update the listing’s translations manually via the language icon (figure 11.1).

The user then selects the desired language through a list of available languages (figure 11.2).

An automatic translation is set up by default. Any non-manually translated fields are automatically translated.

Once the listing deposit process is done, the user can set additional information such as the calendar, seasonal price, etc through their dashboard described in the related article: Listings dashboard (Time-Based rendering type) - Edit

Delete a listing

Users cannot delete a listing during the listing deposit process as it is not published yet. They can, however, interrupt the deposit process. When it happens, in the SBO the listing will be tagged as a Draft Status.

A published listing can be deleted through the listing user’s dashboard: Listings dashboard (Basic solution) - Delete a listing

Related resources

Business rules:

• Flat-Rare - Business Rules

• Subscription - Business Rules

Definition

The booking request process is made out of the checkout + the payment process + the final confirmation

WHO CAN USE THIS FEATURE?

Logged in users

Create a service booking

Book a service

The checkout overview pages are similar to the ones from the Time-based rendering type. Learn more through the following documentation: Book a Service (Time-Based)

The “Principal services” become “Services”

Services

The service section (figure 6) details the following information:

• The service name

• The quantity booked

• The Price per unit

• The unit type

• The duration

• The discount

Update a service booking

Updating a service booking follows the same process as the one from the Time Based Rendering type. Learn more through the following documentation: Booking request (Time-Based rendering type)

Delete a service booking

Users cannot delete a booking request.

Users can either stop the booking request process, in which case no booking request is made; or users can cancel booking requests from their dashboard.

The process is described in the article: Bookings dashboard (Time-Based rendering type) - Update a Booking

Related resources

Business rules:

• Flat-Rate rendering type - Business rules

Definition

Service Management on the Flat-Rate rendering type provides an overview of the available services within a listing, enabling efficient management and customization. Users can select from default services or create tailored services to meet specific requirements.

WHO CAN USE THIS FEATURE?

Switch: All users

Non-switch: Logged offerors

Create a Listing

Users can create a listing through the Front interface, by clicking the “Publish your listing”.

The process is described in the following article: Listing deposit (Flat-Rate rendering type)

Once at least one listing is created, a user can view all of his listings in the user dashboard’s Listing section.

Show a Listing

The user dashboard’s Listing section displays the list of all of his listings. These can be filtered by listing status (figure 1):

• All: All listings

• Published: Listings published on the platform

• Invalidated: Listings declared as invalid by the administrator

• In review: Listings being reviewed by authorized administrators, not publicly visible (only admins and the offeror can view the listing)

• Hidden: Hidden listings, not publicly visible (only admins and the offeror can view the listing)

Each listing block displays:

• The listing status

• The listing media elements

• The listing location

• The listing title

• The listing description

• The listing price

• The “Duplicate” button

• The “Edit” button

Edit

Users can modify their listings' information through the “Edit” button located next to the “Duplicate” button.

Editing a listing presents the listing information in several sections. At the top of each section is always displayed:

• The title of the current listing.

• A status dropdown button to filter listings

• The “Duplicate” button

• The “View listing” button (figure 8) to visualize the listing’s public display.

• Information banners (figure 9) to guide the user when required

Presentation

The Seat-Based Rendering type shares some initial configurations with the Time-Based Rendering type. For instructions on editing the first section, titled "Presentation," refer to the following link: Time-Based > Presentation.

Price & Conditions

Services

In this section (figure 3) of the dashboard, you will be able to see the service you offer within a listing.

Service card

For each service card (figure 4) you can see:

• The dots for the drag and drop action

• The slide button to activate or disable the service in your listing

• The service title

• The service price

• The service duration

• The pen icon allows you to edit the service card.

Service template card

The service template card (figure 5) is the service template administrator has already created on the platform.

To go quicker in adding a service you can use the service template by clicking the button “+ Use this template” (figure 6).

Adding or updating Services

Upgrades

During the listing edition process, users have the option to add an upgrade to their listing. For detailed instructions on managing upgrades, refer to the Upgrade Management section.

Settings

Cancellation policy

Users can also manage their listing’s cancellation policy by choosing between a “Flexible” cancellation policy or a “Strict” policy (figure 21).

Discounts

Users can add discounts to their listing through the “Add a new discount” button.

Each discount is set in percentages based on a threshold to be defined.

The red trash icon deletes a media element.

Calendar

Default listing availabilities are determined by the platform’s configuration. In most cases, platforms set listing calendars to be unavailable by default. To begin receiving booking requests, offerors must manually configure their availabilities.

Calendar

Users can change their listing’s availabilities through this calendar interface.

Greyed-out days are past dates and cannot be edited. White days are non-edited dates (figure 24.1).

Clicking a date/time slot opens a pop-up window (figure 2.2) prompting the user to set availability for the selected period:

• Make available: the date turns green (and depending on the platform’s configuration, a price (base or specific according to how prices were set) will be displayed)

• Make unavailable: the date turns red

Users can also click and drag to select several dates/time slots to do bulk changes.

A “reset availabilities” button (Figure 24.3) is available at the top of the calendar block. This deletes all calendar settings and resets to default settings (usually a calendar with no availabilities).

Advanced

This advanced calendar tool allows users to quickly set their availabilities over large periods.

The parameters available are:

• Status: “available” or “unavailable” (figure 25.1)

• Date range with the start date and the end date (and hours depending on the platform’s configuration) (figure 25.2)

• Weekdays to apply these changes to (figure 25.3)

Click “Save” to save changes.

Synchronization

The synchronization tool helps users import an external agenda’s events into the on-platform agenda and turn them into unavailabilities. To do so, the user enters the external agenda’s URL (figure 26).

Click “Save” to save changes.

Learn more about calendar synchronization here: Calendar Sync Feature - Business Rules

Address

The “address” section manages the listing’s address (figure 27).

Confirm the address and click on “Save” to save changes.

Delete a listing

Users can delete listings through the listing status dropdown menu available throughout the listing edition sections (figure 28).

A confirmation message prompts the user to validate the deletion.

A deleted listing is no longer listed in the users' dashboard or search results. However, all related bookings, messages, and payments remain listed for history and tracking purposes.

Related resources

Business rules:

• Flat-Rate rendering type - Business rules

• Calendar Sync feature - Business rules

What is a rendering type?

The rendering type defines how the platform interacts with vendors and customers to deliver the most relevant information based on the service offered by the vendor. Additionally, the rendering type influences the booking process, which consists of two stages. Vendors are required to provide comprehensive details about their services, while customers must supply necessary information during booking to ensure a seamless service experience.

Uncommoditized rendering types available on SCND

SCND provides customers with the option to request proposals through two methods: directly contacting a vendor or creating a formal request for proposals (RFP). Vendors can browse a dedicated section containing all submitted RFPs and place bids based on the customer’s service description. To support this functionality, SCND offers two key features: the Request for Proposal Rendering Type and the Quotes Feature.

• Request for Proposal (RFP)

• Quotes

How to configure a rendering type

In SCND, the administrator has the capability to enable all rendering types simultaneously or select specific ones that align with the marketplace business model. To activate the commoditized service described in this documentation, access to the Super Back Office (SBO) is required. Navigate to the left-side menu and follow the path: SBO > Configurations > Features > Platform Configuration > Platform Mode to complete the configuration.

Definition

Request for Proposal (RFP) pages serve as public interfaces that present detailed information about available services. These pages also enable users to submit bid proposals. When the RFP bundle is activated, the asker's application becomes visible, allowing users to place a bid offer.

WHO CAN USE THIS FEATURE?

All users

Create a request for proposal

Askers are the only user types who can create requests for proposals. Offerors cannot create requests for proposals.

The request for proposal creation process is described in the article RFP solution: Create a Request for Proposal

Read a request for proposal

See the following documentation for more information: Listing page (Time-Based rendering type)

The RFP mode only contains the description of the request for proposal, with the attached files, you can download them by clicking on the button download (figure 1).

Below the description, users can see the desired start and end dates of the requested service.

The bid card on the left of the request for proposal page allows the offeror to create a bid proposal by clicking on the button “BID” (figure 2)

The expiration date corresponds to the date until which you can make an offer.

You will be redirected to the Bid proposal page: Bid proposals (RFP rendering type)

Update a request for proposal

Only askers can update their requests for proposals via their dashboard. The process is described in the article: Listing page (RFP rendering type) . Offerors cannot update requests for proposals.

Delete a request for proposal

Only the asker can delete their request for proposals via their dashboard. The process is described in the article: Bids dashboard (RFP rendering type) - Delete a Bid. Offerors cannot delete requests for proposals.

Related resources

Front:

• Listing deposit (RFP rendering type)

• Bid proposals (RFP rendering type)

Dashboard:

• Request for proposals dashboard (RFP rendering type)

• Bids dashboard (RFP rendering type) - Delete a bid

Business rules:

• Request for proposal bundle (RFP) - Business rules

Introduction to RFP assistant

Through an interactive chat, the assistant gathers all the necessary information required for the RFP creation process. If any essential details are missing, the AI prompts the user to provide them. Users who prefer to enter the RFP details manually can bypass the AI-assisted process by selecting the Skip button, which redirects them to the standard RFP workflow.

Once all required information is provided, the system displays a green button, allowing the user to verify the RFP. Upon verification, the user is directed to the RFP creation process with all collected information pre-filled in the corresponding fields.

RFP assistant for Media.

The AI assistant allows users to request the generation of an image for the Request for Proposal (RFP) cover. This feature utilizes all relevant information provided by the user during the chat to create a customized visual representation. Users can initiate this request at any point, and the AI will generate an image based on the provided details.

Vision Capability

The Vision Capability is a configurable feature that, when enabled through the SBO, allows customers to upload files, such as PDFs and images in the chat. The AI then processes these files to support the creation of Requests for Proposal (RFPs).

Configuration

To learn how to configure RFP Assistant access the section: RFP Assistant Configuration

Definition

The bid confirmation process is made out of the checkout + the payment process + the confirmation

WHO CAN USE THIS FEATURE?

Logged in users

Create a bid confirmation

Select a request for proposal, choose the date and starting time, and click “Bid” (figure 1). The bid confirmation process starts.

Read the bid confirmation pages

The checkout overview page

The checkout overview page is the first page displayed to users after clicking the “bid” button. The checkout overview is visually split into two sections:

• The right section

• The left section

The left section

The request

The request displays:

• The title of the request for proposal (figure 2.1)

• The date block (figure 2.2) displays the start and end dates during which the asker would like the services to take place.

• The location block (figure 2.3) reminds the user where the service will take place.

The offer

The offeror enters information about his offer:

• Description (figure 3.1)

• Price for the service (figure 3.2) (potential income and platform fees are automatically calculated)

• Dates & location (figure 3.3)

• Message (figure 4) (optional).

Accept the terms & conditions of the platform by clicking the checkbox (figure 5).

Click on “Continue >” (figure 6) to confirm the proposal.

The right section

On the right-hand side of the page, the RFP-related asker’s information (figure 7) is displayed in a dedicated information block.

Update the bid confirmation pages

The user can click “Edit” (figure 8) available on the left-hand side at the end of the checkout overview page to modify the date and time for his proposal.

Delete the bid confirmation pages

Users cannot delete a proposal.

Users can either stop the proposal process, in which case no proposal is made; or users can cancel proposals from their dashboard.

The process is described in the article: Bids dashboard (RFP rendering type) - Delete a Bid

Related resources

Dashboard:

• Bids dashboard (RFP rendering type) - Delete a Bid

Business rules:

• Request for proposal rendering type (RFP) - Business rules

Definition

The purpose of the AI feature is to facilitate the creation of listings on the front end for customers. It aids in the generation of titles, descriptions, and conditions using AI, thereby streamlining the process and reducing the time required for minor tasks.

How it works?

During the listing deposit process, the user has the option to receive support from AI. For more information, refer to the section on Activating the Artificial Intelligence feature.

First, the user must select which prompt to use by clicking on the gear icon located in the corner of each field (Figure 1).

Currently, this feature has only been implemented for the following fields:

• Title

• Description

• Rules & Conditions

Configuring Platform Subscriptions

Overview

In essence, if the subscription feature is enabled, whenever a user attempts to access a feature in the application that requires specific permissions, and if the user is not subscribed to the corresponding plan, the application will display all available plans containing the requested feature.

Platform Subscription Payment

After selecting "Subscribe" or "Upgrade to a Plan," the user is redirected to the payment page, which presents detailed subscription information. This includes the subscription name, start date, and billing frequency. Additionally, the total price, including applicable taxes, is displayed along with a breakdown of the VAT.

In the next step, users are required to enter their credit card details. At present, only credit card payments are supported. Additionally, access to the platform's marketplace is only available when Stripe is configured as the payment service provider.

How to use the search results page

Understand the search results page per category

Understand the user search results page

Push an alert to the user when a listing matches the user’s criteria search

The RFC rendering type changes the search process.

Definition

The listing deposit is the process of creating a listing on a platform to present one’s sold services (or required needs).

This process follows a structural backbone with slight differences depending on the following rendering type:

WHO CAN USE THIS FEATURE?

Switch users: All logged-in users

Non-Switch users: All logged-in offerors