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Adding services, providers and availability(new interface) (view source)

Revision as of 19:04, 29 April 2017

437 bytes added , 7 years ago

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[[File:Add service new.png | center]]

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In right-side menu insert the name of your service and write service description. It is possible to use [[Custom_Features#HTML_Description_Field_for_Events | HTML formatting for service description]]. You can also upload picture of a service, and activate prices to accept payments on-line.

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In right-side menu insert the name of your service and write service description. It is possible to use [[Custom_Features#HTML_Description_Field_for_Events | HTML formatting for service description]]. You can also upload picture of a service, and activate prices to [[Custom_Features#Accept_Payments | accept payments on-line]].

[[File:Service settings.png | center]]

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As well you can set fixed starting times for your service. Please check more about Appointment at Fixed Time Custom Feature [[Custom_Features#Appointment_at_Fixed_Time | here]].

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===How to set specific schedule for service===

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[[File:Service schedule 2 new.png | center]]

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If you need to set some exceptions in service schedule for holidays or other needs please choose “Special days” tab there.

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If you need to set some exceptions in service schedule for holidays or other needs please choose “Special days” tab there and set times for desired dates.

[[File:Service special days new.png | center]]

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[[File:Event new 1 .png | center]]

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and click on “Special days” tab at the top, click on the dates that you want to open and set the schedule for dates by clicking on the slots to make them available (green) or not available (grey).

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and click on “Special days” tab at the top, click on the dates that you want to open and set the schedule for these dates by clicking on the slots to make them available (green) or not available (grey).

[[File:Event new 2 .png | center]]

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[[File:Add category new 2.png | center]]

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~~[[File:Add category new.png | center]]~~

Switch to “Category services” tab to attach services to this category”.

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[[File:Limit bookings new2.png | center]]

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If you need to limit booking for the whole system please put desired limit in Custom features//Limit bookings//Settings.

===How to set specific notifications per service===

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In Manage//Services switch to “More options” tab to enable [[Custom_Features#Flexible_Notifications | “Flexible notifications” Custom Feature]].

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In Manage//Services switch to “More options” tab to enable [[Custom_Features#Flexible_Notifications | “Flexible notifications” Custom Feature]] and create necessary templates.

[[File:Flexible notif new.png | center]]

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===How can I promote my service===

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In Manage//Services switch to “More options” tab to enable [[Custom_Features#Simply_Smart_Promotions | “Simply Smart Promotions” Custom Feature]]

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In Manage//Services switch to “More options” tab to enable [[Custom_Features#Simply_Smart_Promotions | “Simply Smart Promotions” Custom Feature]] and create promotions to reward your clients.

[[File:Service promotion.png | center]]

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===How can I sync provider’s bookings with Google or Outlook calendar===

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You can enable Calendar Sync Custom Feature in Manage//Providers//Calendar sync tab and click on “” button to connect calendar. [[Custom_Features#Calendar_Sync | Here]] is more info how to use it.

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You can enable [[Custom_Features#Calendar_Sync | Calendar Sync Custom Feature]] in Manage//Providers//Calendar sync tab and click on “Add new calendar” button to connect calendar. [[Custom_Features#Calendar_Sync | Here]] is more info how to use it.

[[File:Google sync new.png | center]]

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===Can I give my provider access to the system===

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If you wish to give access to the system for your providers to be able to manage their bookings please go to Manage//Providers and switch to “More option” tab. There you can enable this feature and attach corresponding user to provider. Save settings.

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If you wish to give access to the system for your providers to be able to manage their bookings please go to Manage//Providers and switch to “More option” tab. There you can enable this feature and attach corresponding user to provider. Save settings.

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[[https://help.simplybook.me/index.php/Adding_other_users_to_the_system | Here]] you can read more about system user rights.

[[File:Add user new.png | center]]

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[[Adding_services,_providers_and_availability(new_interface)#How_to_set_schedule_for_provider | See instructions how to create schedules for providers]]

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Note! Providers'/Services' working hours should be within opening hours of the company! If you can't open specific times for provider/service, please open those times for the company first and then for provider/service.

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''Note!'' Providers'/Services' working hours should be within opening hours of the company! If you can't open specific times for provider/service, please open those times for the company first and then for provider/service.

===Opening hours vs special days===

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~~ ~~

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There are 2 types of time settings:

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'''Opening hours'''

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It is regular schedule you have on a weekly basis. If you are the only provider, you can set it in Time Settings // Company opening hours. If you have several providers, you can set their regular schedule in Manage//Providers, choose necessary provider on the left and switch to “Service provider schedule” tab or in Time settings // Provider schedule. For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by clicking on the corresponding slots. To make day of the week working/off press "Make working day"/ "Make day off" above the day of the week.

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'''Special days'''

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Contrary to Opening hours, which is regular schedule, Special Days is schedule by date. If you do not have regular schedule or plan one-time event, you can use Special days to open/close only specific dates. To set specific schedule for company (Time settings // Company special days) or provider (Manage//Providers, choose necessary provider on the left and switch to “Service provider's special days” tab or Time settings // Provider special days) click on the date and insert the schedule you need or make it a day off. This feature can be used if you plan to open in a months and want to prevent bookings until then (make all days off before the opening date) or to insert national holidays in your schedule. Special days of the company are highlighted with yellow, providers' and services’ special days are highlighted with red.

[[File:Company special days1.png | center]]

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Note! Providers'/Services' working hours should be within opening hours of the company! If you can't open specific times for provider/service, please open those times for the company first and then for provider/service.

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''Note!'' Providers'/Services' working hours should be within opening hours of the company! If you can't open specific times for provider/service, please open those times for the company first and then for provider/service.

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