Changes

{{#seo:

{{#seo:

|title=Setting up providers in SimplyBook.me Appointment scheduler

|title=Setting up providers in SimplyBook.me  

|titlemode=append

|titlemode=append

|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, provider settings

|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, provider settings

By default, that number can be changed only to the bigger number.

By default, that number can be changed only to the bigger number.

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<nomobile>[[File:1is not greater than2new.png | center]]</nomobile>

<nomobile>[[File:1is not greater than2new.png | border| center]]</nomobile>

<mobileonly>[[File:M 1 is not geater than 2.png | center]]</mobileonly>

<mobileonly>[[File:M 1 is not geater than 2.png | border| center]]</mobileonly>

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:1. Create new provider in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;"> Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Providers</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">"+"</span> button, and make that provider have only 1 client at a time.<br><br>

:1. Create new provider in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;"> Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Providers</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">"+"</span> button, and make that provider have only 1 client at a time.<br><br>

:2. Disable the old provider from client interface in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Providers</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">“Eye”</span> icon near the corresponding provider's name(it should become crossed) or disable the option <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Display provider on the booking page</span> in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service provider's details</span> tab.

:2. Disable the old provider from client interface in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Providers</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">“Eye”</span> icon near the corresponding provider's name(it should become crossed) or disable the option <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Display provider on the booking page</span> in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service provider's details</span> tab.

<nomobile>[[File:Hide provider from the client side.png | center]]</nomobile>

<nomobile>[[File:Hide provider from the client side.png | border| center]]</nomobile>

<mobileonly>[[File:M disable provider from the booking page.png | center]]</mobileonly>

<mobileonly>[[File:M disable provider from the booking page.png | boredr| center]]</mobileonly>

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:In this case clients will not see the old provider and won't book an appointment with him/her.

:In this case clients will not see the old provider and won't book an appointment with him/her.

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::'''Variant A (good for those who have just several bookings)''': You can block time for new provider using breaktimes in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add breaktime mode</span> -> select the period to be blocked -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add breaktime</span>. We recommend to open the schedule of old provider in one tab and schedule of new provider in another tab to better see busy times.

::'''Variant A (good for those who have just several bookings)''': You can block time for new provider using breaktimes in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add breaktime mode</span> -> select the period to be blocked -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add breaktime</span>. We recommend to open the schedule of old provider in one tab and schedule of new provider in another tab to better see busy times.

<nomobile>[[File:Add breaktime mode v3.png | center]]</nomobile>

<nomobile>[[File:Add breaktime mode v3.png | | border| center]]</nomobile>

<mobileonly>[[File:M add breaktime mode2.png | center]]</mobileonly>

<mobileonly>[[File:M add breaktime mode2.png | border| center]]</mobileonly>

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::'''Variant B (also good for those who have just several bookings)''': In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> simply press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Edit</span> in the specific booking pop-up and change old provider to new provider. In this case, your providers and clients will receive <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking Change</span> notification. If you want to prevent this, please uncheck the box near <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking Change</span> notification in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">General settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email and SMS settings</span>.

::'''Variant B (also good for those who have just several bookings)''': In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> simply press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Edit</span> in the specific booking pop-up and change old provider to new provider. In this case, your providers and clients will receive <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking Change</span> notification. If you want to prevent this, please uncheck the box near <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking Change</span> notification in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">General settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email and SMS settings</span>.