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Custom Features (view source)

Revision as of 10:33, 12 August 2021

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<div class="plugin">[[Custom_Features#Visitor_Counter| Visitor Counter]]</div>

<div class="plugin">[[Custom_Features#Zapier_Connector| Zapier Connector]]</div>

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=Accept Deposits=

[[File:Accept deposits icon.png |left]] Use deposits to increase the likelihood of clients coming for the service and make sure that in case they do not show up that you can keep the deposit. Remark that some clients may contact their bank directly to get refund of deposits in which case there is little that can be done but such cases should be rare.

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'''Please note''':

*When you enable Accept deposits feature [[Accept_payments_custom_feature|Accept Payments]] will be enabled as well.

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*Deposit amounts can only be set per services and/or [[Classes_custom_feature|classes]].

*This feature is not compatible with [[Tickets custom feature|Tickets]] and [[Ticket%27s_QR_Code|Ticket's QR Code]],[[Rewards_and_Referrals_custom_feature|Rewards and Referrals]].

*If the client wants to apply [[Coupons_and_Gift_Cards_custom_feature|a promocode]] or a previously purchased [[Packages_custom_feature|package]] during purchase he/she needs to pay full price only as these items cannot be applied with deposits.

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:2. You can set the system to allow the clients to pay deposits only via booking site by disabling Allow clients to pay full price option on the right side of the page.

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:In this case if deposit amount is indicated per service/class the client will pay that amount to confirm their booking.

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:In this case if deposit amount is indicated per service/[[Classes_custom_feature|class]] the client will pay that amount to confirm their booking.

:If only full amount is set per service/class then the clients will pay full price.

:In case Allow clients to pay full price is enabled(default state) and deposit amount is indicated per service/class the clients will have a choice to pay either full price or deposit at checkout.

[[File:Accept deposits setting.png|border| center]]

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:3. To set ~~deposits~~ per your services please either go to Manage -> Services(Classes) or use Manage button near this custom feature title.

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:3. To set deposit amounts per your services please either go to Manage -> Services(Classes) or use Manage button near this custom feature title.

[[File:Accept deposits go to service management.png |border|center]]

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:6. After you save all the settings the services will have two prices displayed on the booking site: full amount and deposit.

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[[File:~~Deposits_booking_site_vew_upd~~.png|1200px|border|center]]

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[[File:Deposits booking site vew upd.png|1200px |border|center]]

:7. When the clients pay the deposit amount online to confirm their booking two orders/invoices will be created in the system: one for the deposit and the second for the rest amount

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:Or via [[Point_of_Sale_custom_feature|Point of Sale]] interface:

[[File:Deposit booking pos.png|border|center]]

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To check gateways available by country please follow [https://simplybook.me/en/booking-system-features/payments this link].

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~~'''~~Video tutorial available ''[https://www.youtube.com/watch?v=zILWAi1_Nao&t=23s here]''.'''

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Video tutorial available ''[https://www.youtube.com/watch?v=zILWAi1_Nao&t=23s here].

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'''How to use'''

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~~;How to use~~

:1. Enable Accept Payments custom feature in Custom Features section.

[[File:Accept payments enable path new cf.png| border | center]]

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:3. On the right side you will see the list of processors available. Please find the desired one and add your credentials.

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[[File:Payment processors list1.png | center]]

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[[File:Payment processors list1.png | border| center]]

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::3.1 (Optional) Set your Payment timeout in the left-side section of this feature, we recommend not less than 20-30 minutes.

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::3.~~1 (Optional) Set your payment timeout in the left~~-~~side section of this feature, we recommend not less than 20~~-~~30 minutes.~~

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:4. In Manage -> Services -> (select the service to edit) -> Service details -> Price set the price of your service.

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::~~3.2 (Optional) In the settings you can also make payment after booking mandatory or optional by setting~~ "~~Allow delay payment~~" ~~option(client will pay on place) to Off or On.~~

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[[File:Set service price.png | border| center]]

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:~~4. In Manage//~~Services//(select the service to edit)//Service details //~~Price~~ set the price of your service.

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[[File:Set service price.png | center]]

:5. Add invoice information to the corresponding block and your clients will receive invoices about any purchase made within your system. You can also disable sending invoices to your clients if necessary.

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[[File:Invoice settings1.png| center]]

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[[File:Invoice settings1.png| border| center]]

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;How Accept Payments ~~Custom Feature~~ works

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'''How Accept Payments custom feature works'''

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:1. A client goes through the booking process and presses "Book Now" at the end.

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:2. He is directed to payment system and unconfirmed booking appears in the admin calendar ~~with~~ red ~~mark "~~not paid" to reserve this time so that no other person can accidentally book the same slot and there ~~were~~ no double bookings.

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:1. A client goes through the booking process and presses Book Now at the end.

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[[File: Non-paid booking view.png ‎|center]]

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:2. He is directed to payment system and unconfirmed booking appears in the admin calendar marked red as ''not paid'' to reserve this time so that no other person can accidentally book the same slot and there will be no double-bookings.

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[[File: Non-paid booking view.png ‎| border | center]]

:3. After that, the client has 2 options:

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::3.1. pay and the payment processor will send us confirmation that client paid and we will approve it on our side (~~mark in calendar~~ will ~~become Green~~).

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::3.1. pay and the payment processor will send us confirmation that client has paid and we will automatically approve it on our side (booking will be marked with green color).

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[[File: Paid booking view.png ‎|center]]

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[[File: Paid booking view.png | border| center]]

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::3.2. do not finish paying: the client is directed to the payment system, but then he closes the page, closes the browser, or simply leaves it open without any actions for a long period of time. In this case, the system will wait until timeout you set up in the settings of [[Custom_Features#Accept_Payments | Accept payments ~~Custom Feature~~]] will end and will cancel the non-paid booking. ~~Emails~~ to client and ~~admin won't~~ be ~~sent~~ about the timed out bookings ~~because they were never finished~~. Same happens if the client paid, but paid later than timeout. In this case, if you receive a notification from PayPal/Stripe/etc. that client paid for a booking but too late, you can go to Reports//Payment transactions and approve this booking manually.

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::3.2. do not finish paying: the client is directed to the payment system, but then he closes the page, closes the browser, or simply leaves it open without any actions for a long period of time. In this case, the system will wait until timeout you set up in the settings of [[Custom_Features#Accept_Payments | Accept payments]] custom feature will end and will cancel the non-paid booking because it was never finished. You can set the emails to be sent to client and/or you to be notified about the timed out bookings.

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[[File:Approve timeout booking v3.png ‎|center]]

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::Same happens if the client paid, but paid later than timeout. In this case, if you receive a notification from PayPal/Stripe/etc. that client paid for the booking but as it was too late you can go to Reports -> Payment transactions and approve this booking manually.

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[[File:Approve timeout booking v3.png ‎| border|center]]

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;What is "Allow delay payment" option

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'''What is "Allow delay payment" option'''

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[[File:Allow delay payment option.png ‎| border | center]]

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When your clients are transferred to the payment page after "Details" tab, they usually have several options: your payment processor (one or several) and "Pay Later". "Pay Later" means that client will pay right on the place when he/she arrives to the appointment. In your Dashboard, when you click on appointment, such booking in the service price field will have ~~remark (~~Pay Later). If you want to disable "Pay later" option, set the switcher to "Off" position for "Allow delay payment" in the settings of [[Custom_Features#Accept_Payments | Accept payments ~~Custom Feature~~]].

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When your clients are transferred to the payment page after Details tab, they usually have several options: your payment processor (one or several) and Pay Later. Pay Later means that client will pay right on the place when he/she arrives to the appointment. In your Dashboard, when you click on the appointment, such booking in the service price field will have a note "Pay Later". If you want to disable Pay later option, set the switcher to Off position for Allow delay payment in the settings of [[Custom_Features#Accept_Payments | Accept payments]] custom feature.

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;How to change the currency for payments

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'''How to change the currency for payments'''

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You can change the currency in the settings of [[Custom_Features#Accept_Payments | Accept payments ~~Custom Feature~~]].

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''Please note''~~: some~~ payment processors do not support all currencies. Before setting the currency, check if the selected payment processor supports it.

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You can change the currency in the settings of [[Custom_Features#Accept_Payments | Accept payments]] custom feature.

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'''Please note!''' Some payment processors do not support all currencies. Before setting the currency, check if the selected payment processor supports it.

[[File:Select company currency.png|1200px|border|center]]

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;How to add tax to services

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'''How to add tax to services'''

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:1. Add the necessary taxes options in Manage -> Taxes -> +

:Choose the default one if necessary - it will be automatically set for each new sale item that you will create in the system.

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[[File:Prices include tax new.png|1200px|border|center]]

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;Can I use ~~other~~ payment processor not listed in the Accept ~~Payments Custom Feature?~~

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'''Can I use another payment processor that is not listed in the Accept payments custom feature'''

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In that case please contact support and we will gladly check the possibilities of adding it to our system. Support may ask you to provide technical documentation related to this payment processor to check if there is a possibility of such an integration.

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;[[~~Adjusting_client_invoices~~|~~How~~ to ~~customize~~ the client invoices]]

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'''How to customize the client invoices'''

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It may be necessary to show or hide some data or change the look for the invoices that the system sends to clients after they make a purchase on your booking website.

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You can adjust the following items:

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1. '''Company address.'''

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If it is added in Settings -> Company information and set to be displayed on the booking website it will also be shown in the invoices.

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[[File:Company address for invoices.png|1200px|border|center]]

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[[File:Company address in invoice example.png|1200px|border|center]]

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If you need to hide it simply check Don't show email on booking website there, save settings and it will not appear neither on the website nor in the invoices.

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2. '''Company VAT number.'''

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If it is added in Settings -> Company information it will also be present in the invoices.

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[[File:Company vat number for invoices.png|1200px|border|center]]

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[[File:Company vat number in invoice example.png|1200px|border|center]]

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3. '''Client address.'''

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For the client address to be displayed please enable [[Client_Login_custom_feature|Client Login]] custom feature, enable both Display address on the booking page and Make address mandatory registration field in Accessibility section. Save settings.

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[[File:Client login address settings.png|1200px|border|center]]

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[[File:Client address in invoice example.png|1200px|border|center]]

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4. '''[[Intake_Forms_custom_feature|Intake forms]] and [[Client_Fields_Custom_Feature|Client Fields]]'''

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You can add certain forms to be displayed in the client information block.

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If it is an intake form please go to Manage -> Intake forms -> click on the necessary form to select -> enable Add field to invoice, save settings.

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[[File:Intake forms for invoices.png|1200px|border|center]]

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Or if you wish to add a client form then navigate to Manage -> Client fields -> click on the desired field to edit it -> enable Add field to invoice, save.

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[[File:Client fields for invoices.png|1200px|border|center]]

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As the result both the form title and the client response will be reflected in the invoice.

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[[File:Intake forms and client fields in invoice example.png|1200px|border|center]]

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5. '''Invoice design.'''

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You can select one of the three invoice designs we have available.

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Please choose default, white or dark template in Custom features -> Accept payments -> Settings -> Select invoice template -> choose the desired look and save settings.

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[[File:Select invoice template.png|1200px|border|center]]

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[[File:Api new icon.png ‎|left]]

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With the help of this ~~Custom Feature~~ you can design your own solutions varying from simple widgets to multi-functional applications. Use it to authorize in [https://simplybook.me/ Simplybook] API with API key.

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With the help of this custom feature you can design your own solutions varying from simple widgets to multi-functional applications.

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Use it to authorize in [https://simplybook.me/ Simplybook] API with API key.

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:'''Please note!''' This feature works with "slots" ~~calendar layouts~~: slots weekly or modern.

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:'''Please note!''' This feature works with "slots" [[How_to_change_the_way_time_slots_are_shown |timelines]]: slots weekly or modern; and does not work with any flexible [[How_to_change_the_way_time_slots_are_shown |timeline]] type.

;How to use

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:7. Select service and provider for which the notification will be applied to (optional).

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=Calendar Sync=

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Calendar Sync Custom Feature is used for 2-way synchronization with Google and Outlook calendars. You can export bookings from [https://simplybook.me/ SimplyBook] to Google or Outlook calendars and also block times occupied by Google/Outlook Calendar event in your [https://simplybook.me/ SimplyBook] dashboard.

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'''''Please note''''' that this feature works with web calendars only - it ~~will~~ not work with Microsoft Exchange calendars.

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'''''Please note''''' that this feature works with web calendars only - it may not work with Microsoft Exchange calendars.

:'''Video tutorial available '''[[File:Youtube-Logo.png|link=https://youtu.be/3CngO4dl2Uk]]

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;How to use

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'''How to use'''

:1. Enable Calendar Sync feature in the Custom Feature section.

[[File:Calendar sync enable path new cf.png | center]]

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:4. Select the desired calendar and connect necessary providers to it.

:5. Press "export" to export your old bookings to Google or Outlook calendar for sync process to start.

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:6. Check the box "sync busy time" if you want to block times in the [https://simplybook.me/ simplybook] dashboard occupied by Google/Outlook Calendar events.

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:6. Check the box "sync busy time" if you want to block times in the [https://simplybook.me/ simplybook] dashboard occupied by Google/Outlook Calendar events.

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:(Google calendar only) Enable "create google meet link" if you wish the system to generate Google Meet conferencing for appointments and send invitations to your clients.~~ ~~

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:(Google calendar only) Enable "create google meet link" if you wish the system to generate Google Meet conferencing for appointments and send invitations to your clients.

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[[File:Calendar sync options.png|1200px|border| center]]

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[[File:Calendar sync options.png|1200px|border| center]]

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'''''Please note''''' During sync process no events details are imported from your external calendar. The events are represented by blue blocks on Calendar page only.

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;[https://simplybook.me/ Simplybook] doesn’t sync with Google/Outlook calendar

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'''[https://simplybook.me/ Simplybook] doesn’t sync with Google/Outlook calendar'''

Possible reasons:

:1. please, note that synchronization can take up to 10 mins;

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[[File: Outlook busy.png | center]]

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;SimplyBook.me event is listed twice in Google calendar

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'''SimplyBook.me event is listed twice in Google calendar'''

It can be because of the Google calendar setting to automatically add events from your emails. Therefore, if you receive confirmation emails with booking details, Google automatically adds them to your calendar. To turn off this option: click Settings icon in the top right corner of Google calendar//Settings and uncheck the box near "Automatically add events from Gmail to my calendar" option.

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=Cancellation Policy=

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*If you have clients with no bookings in the future their records will be removed as well together with their last booking.

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;How to use

:1. Enable this feature in your Custom features section.

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[[File:Clean history settings path new cf.png | center]]

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[[File:Reorder client fields.png|border|center]]

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:8. If you want to include client form information to email templates, find the client forms variables and add them to templates in ~~Settings -> General~~ Settings -> Email and SMS settings.

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:8. If you want to include client form information to email templates, find the client forms variables and add them to templates in Settings -> Email and SMS settings.

:(Or use [[Flexible_Notifications_custom_feature|Flexible Notifications]] feature for customized templates per service and/or provider)

[[File:Client fields emails variables.png|border|center]]

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Use this Custom Feature to allow clients to register online, quickly make bookings and see their booking history. You can block and unblock clients from making bookings on your booking page and also turn off or on the ability for clients to register an account. If you close for client registrations, only clients you have registered and granted access can make bookings.

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;How to use

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*When you turn this feature on [[Client_Login_custom_feature|Client Login]] custom feature will be enabled as well;

*It currently works with weekly classes, modern and flexible [[How_to_change_the_way_time_slots_are_shown|calendar layouts]] only;

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*The following functionality is not currently present in the client application: [[News_custom_feature |News]], [[Photo_Gallery_custom_feature|Photo gallery]], Reviews, [[Custom_Page_custom_feature|Custom page]], [[Google_Translate_custom_feature|Google translate]], main page mode change, [[How_to_change_the_way_time_slots_are_shown#End_Time_Display|end time display]], hiding images on booking steps, RTL orientation, [[Contact_Widget_custom_feature|Contact widget]], [[How_to_change_the_way_time_slots_are_shown#Slots_Colors|busy and available slots color adjustments]].

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*The following functionality is not currently present in the client application: [[News_custom_feature |News]], [[Photo_Gallery_custom_feature|Photo gallery]],, Reviews, [[Custom_Page_custom_feature|Custom page]], [[Google_Translate_custom_feature|Google translate]], main page mode change, [[How_to_change_the_way_time_slots_are_shown#End_Time_Display|end time display]], hiding images on booking steps, RTL orientation, [[Contact_Widget_custom_feature|Contact widget]], [[How_to_change_the_way_time_slots_are_shown#Slots_Colors|busy and available slots color adjustments]].

:'''Video tutorials available '''

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*'''IOS devices''' do not currently allow push notifications inside browsers and that is why it will not be possible to get them on such phones, unfortunately.

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*From '''admin side''' it is possible to see all push notifications sent to customers in Reports -> ~~Notification report~~ as well as whether they were received and clicked.

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*From '''admin side''' it is possible to see all push notifications sent to customers in Reports -> Client app -> Notifications as well as whether they were received and clicked by client.

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[[File:Client app ~~notifications~~ report.png|border|center]]

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[[File:Client app noatification report new navigaton.png|1200px|border|center]]

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=Contact Widget=

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Enable this Custom Feature if you need to add Book and Contact widget to your own website or simply add a contact form to the booking website. With this Custom Feature, your clients will be able to book directly from your website and also send you a contact with detailed information.

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;How to use

:1. To switch this option on please click on "Enable" near the corresponding option on your Custom features page.

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:See the instructions [[Widgets_for_your_own_website#Booking_and_Contact_Button_Widget| how to add booking widget to your website]]

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:3. To check received messages from your customers please go to ~~"Report" for this custom feature.~~

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:3. To check received messages from your customers please go to Reports -> SMS(text messages) -> Contact wodget

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[[File:Contact widget report path new cf.png | center]]

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[[File:Contact widget report path new navigation.png|1200px| center]]

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:Please check our '''video tutorial''' on how to use this feature ''[https://www.youtube.com/watch?v=IANG62Mm-KI&feature=youtu.be here]''.

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'''Please note!''' This Custom feature cannot be used together with [[Rewards_and_Referrals_custom_feature | Rewards and Referrals]] and [[Custom_Features#Clean_History | Clean History]].

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'''Please note!'''

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:When you enable it [[Custom_Features#Accept_Payments | Accept Payments]] ~~feature~~ will be enabled as well.

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*This Custom feature cannot be used together with [[Rewards_and_Referrals_custom_feature| Rewards and Referrals]] and [[Custom_Features#Clean_History | Clean History]].

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:Fixed amount discounts can be used for several purchases till the full discount amount is used.

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*When you enable this feature [[Custom_Features#Accept_Payments | Accept Payments]] will be enabled as well.

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*Fixed amount discounts can be used for several purchases till the full discount amount is used.

'''Please note!''' If you are using this feature with [[Custom_Features#Multiple_Bookings | Multiple Bookings]], [[Custom_Features#Group_Bookings | Group Bookings]] or [[Recurring_services(packs) |recurring services]] the discount will be applied to the whole purchase(all the sessions selected).

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=Custom CSS=

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'''[[Remove_Elements_from_booking_page#Removing_with_Custom_CSS| See most common requests how to remove elements with CSS here (phone, email fields, social tabs, our time, etc)]]'''

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=Custom Domain=

[[File:Domain.png | left]]

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This option allows to set your own sitelink (URL) for your booking page with connection done through secure layer. If you own your own domain name, you can now simply use the booking site with this name or a sub domain of this name(/v2/ part of the booking site URL cannot be changed).

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This option allows to set your own sitelink (URL) for your booking page with connection done through secure layer. If you own your own domain name, you can now simply use the booking site with this name or a sub domain of this name (/v2/ part of the booking site URL cannot be changed).

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'''Please note!''' This feature is not compatible with [[Facebook_Client_Info_custom_feature|Facebook Client Info custom feature]].

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;How to use

:1. Enable this feature per one-time payment(you will see the exact price in your account) on your Custom features page.

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[[File:Custom email plugin select template in emailing from report.png|1200px|border|center]]

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=Custom Page=

[[File:Static page.png | left]]

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'''How to use page creation option'''

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:'''How to use page creation option'''

:1. Enable “Custom page” feature on your ''Custom features page -> Adding more to the Booking site'' section.

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:'''How to use adding links'''

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'''How to use adding links'''

It may happen that you need to redirect your clients to some other page(ex. your website, etc.).

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=Daily Report=

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In the settings of this Custom Feature you can decide whether you want to include today's new bookings, today's canceled bookings, decide the period for upcoming bookings like 1 day, 3, 7, 14, 21, 30 days and set notification time.

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;How to use

:1. Enable this feature on your Custom Features page.

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=External Booking Validator=

[[File:External booking validator icon.png|left]] You can validate bookings through the use of an external script. The script can check variables from the booking, and only if conditions fulfilled, the booking is processed. Additionally the validation script can bring back information that can be injected into intake form variables.

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:Script example is available [https://github.com/vetalsimplybook/simplybook-external-validator here].

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=Facebook and Instagram Bookings=

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:'''Video tutorial available '''[[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=9o5fJkZD384&feature=youtu.be]]

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;How to add and use booking option to Facebook/Instagram business page

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'''How to add and use booking option to Facebook/Instagram business page'''

:1. Enable Facebook & Instagram Bookings custom feature on your Custom Features page.

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;How to remove Book button from Facebook/Instagram pages

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'''How to remove Book button from Facebook/Instagram pages'''

:1. Navigate to Custom Features -> Facebook & Instagram Bookings -> Settings on SimplyBook.me side.

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[[File:Facebook and insta new logout.png|border|center]]

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;How to add and use booking option on Instagram only

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'''How to add and use booking option on Instagram only'''

:1. Open your Instagram mobile application and login to your business page.

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;How to remove Book option from Instagram business page

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'''How to remove Book option from Instagram business page'''

:1. Open your Instagram mobile application and navigate to editing your profile.

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=Facebook Client Info=

[[File:Facebook client info new icon.png ‎|left]]

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The Facebook Custom Feature will simplify your life and your customer's life. They can log in and make appointments with their Facebook profile. You can thereby also see their Facebook profile photo in the dashboard, allowing you to recognise them when they walk through the door. Please note, that services may be visible on his/her timeline.

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'''Please note!''' This feature is not compatible with [[Custom_Domain_custom_feature| Custom Domain]].

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;How to use

:1. Enable this option on your Custom features page.

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The Flexible Notifications Custom Feature allows you to customize messages per service, per provider or using a combination of services and providers. It means that certain service can have a message different from the general outgoing reminder message for other services. A certain provider may also want to include different instructions for clients who book a certain service. The Flexible Notifications Custom Feature gives you all the flexibility that you may need in such instances!

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;How to use

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[[File:Google authenticator.png |left]] Add security to your account. You can use a 2-step authentication when logging into your account preventing unauthorized access. Upon entering password, you'll be asked to insert 6-digit login code from your Google authenticator or a 3rd party app.

You can use this custom feature with or without HIPAA feature depending on your needs and business requirements.

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~~ ~~

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~~Free custom feature!~~

:'''Please note!''' In case you have this feature enabled our support agents will not be able to access your account settings.

:As well it will not be possible to connect the account to [[Custom_Features#Zapier_Connector | Zapier]].

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'''How to use it as admin user'''

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Free custom feature!

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Video tutorial [[File:Youtube-Logo.png|link=https://youtu.be/ltT1F1jBfKk]]

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=Google Business=

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;How to use:

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[[File:Google business delete on google side.png |border|center]]

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===Reserve with Google===

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~~===Reserve with Google===~~

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Add a Book online button to your Google Business listing. Allow your clients to find you easily on Google and book your services right there via Google Search, Google Maps or Google Assistant, powered by the SimplyBook.me booking system.

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:'''Please note!:'''

*Reserve with Google is currently available only for supported countries listed [https://developers.google.com/maps-booking/policies/criteria here];

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*If a service is [[Recurring_services(packs)|recurring]] or connected to [[Custom_Features#Membership|Membership]] it will not be displayed in Reserve with Google;

*If you are using outdated Google Calendar Sync custom feature it will not be possible to use Reserve with Google.

+

;How to use:

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−

---------

=Google Tag Manager=

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[[File:Google tag manager icon.png | left]] This feature allows to manage tracking and marketing optimization JavaScript tags on your site. You can add and update AdWords, Google Analytics, Floodlight, and non-Google tags.

+

;How to use

:1. Enable Google Tag Manager custom feature in your Custom features section.

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:3. Create a new container and set it up.

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:4. Insert the container ID on the SimplyBook.me admin page -> Custom features - Google Tag Manager -> on the right side.

+

:4. Insert the container ID on the SimplyBook.me admin page -> Custom features -> Google Tag Manager -> on the right side.

[[File:Google tag manager settings path new cf.png | center]]

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:5. Save settings. Everything is ready to use! Here is how it can look like on your booking page using one of the themes.

−

[[File:Google translate ~~booking page view1~~.png | center]]

+

[[File:Google translate client side.png|1200px|border| center]]

One more translation possibility using third-party service [http://appointmentschedulingnews.com/perfect-translation-in-any-language-for-your-website here]

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=Group Bookings=

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Group bookings is useful when you need your customers to be able to book appointment or reservation for many individuals at the same time. This Custom Feature creates a selection menu with the number of participants in the group. With this Custom Feature you can also use [[Custom_Features#Accept_Payments | payment custom feature]] at the same time so that the total payment for all participants will be paid in one payment at time of check-out even though only the group leader/organizer is registered. If you are using [[Custom_Features#Products_for_Sale | Products for Sale]] or [[Custom_Features#Service_Add-ons | Service Add-Ons]] features, number of items will also be multiplied to the number of participants selected.

+

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[[File:Group bookings min max client side.png|1200px|border‎| center]]

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-------

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[[File:Add 2fa backup codes.png|1200px|border|center]]

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-------

−

=HTML Description Field for Events=

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:2. Go to Manage section using left-side menu and select Services/Providers/Classes/Memberships/Products for sale depending on which item do you wish to add/edit description to.

:Select the item and the first tab with name and details.

−

:Edit description and save settings

+

:Edit the description and save settings

[[File:Html description field settings.png | center]]

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--------

−

=Import Clients=

[[File:Import clients icon.png | left]] Use this feature if you need to add the list of clients to your system with just several clicks. Simply upload a CSV file containing your clients data, then select headers for corresponding columns, and you will have an updated list of clients in your client register.

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−

=Insights=

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;How to use

−

:1. Enable Insights on your Custom features page.

+

:1. Enable Insights on your Custom features page.

[[File:Insights enable path new cf.png | center]]

−

:2. Navigate to Dashboard ~~or Reports~~/~~/Insights~~ to check the graphs and charts.

+

:2. Navigate to Dashboard to check the graphs and charts.

[[File:Dashboard chart example.png | center]]

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Enable the Instagram photo sharing feature and show automatically your photos on the booking site to make it more a live and fun for your visitors. Take photos with your Instagram app and show the results on your booking page.

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'''How to use:'''

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-------

−

=Intake Forms=

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Intake Forms Custom Feature allows you to request more information from your clients during the booking process. You can ask several questions and they can be answered in many types of fields, such as text lines, drop-downs, text boxes etc.

+

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[[File:Attach intake form to services.png| center]]

−

:8. If you want to include intake form information to email templates, find the intake forms variables and add them to templates in ~~Configuration//General~~ Settings//Email and SMS settings~~//Templates~~.

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:8. If you want to include intake form information to email templates, find the intake forms variables and add them to templates in Settings//Email and SMS settings.

[[File:Add intake form variable to template.png | center]]

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Save your preferences and you are done!

−

-------

−

=Limit Bookings=

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[[File:Limit bookings per service v3.png | center]]

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=Line Bot=

[[File:Line bot.png | left]]

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The Line Bot custom feature allows your clients to book your services via Line messenger and it also works in Line mobile app. The booking bot connects with your schedule at [https://simplybook.me/ SimplyBook.me] and guides your client throughout the booking process.

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[[File:Medical test notifications preferences.png|border|center|1200px]]

−

:4. Navigate to Results form ~~near this custom feature or~~ to ~~Custom features~~ -> ~~Medical test~~ in ~~left~~-~~side menu to start working with the testing process~~.

+

:4. Navigate to Results form to start working with the testing process by clicking on Validate ticket button on the Calendar page or by selecting Results form near this feature in the Custom features interface.

+

[[File:Ticket validation path from calendar.png|1200px|border|center]]

:5. On this page you will see the ticket search form. Please use ticket or booking code to find the necessary appointment details.

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:6. After the client has come for the test, you have scanned his ticket, please validate it to check in and the next possibilities to appear.

−

[[File:~~Medical test process step 1~~.png|border|center|1200px]]

+

[[File:Ticket validation steps new navigation.png|1200px|border|center|1200px]]

:7. As soon as the test materials are taken from the client please press on Print label, print it(special printers are recommended) and stick to the test tube.

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=Membership=

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-------

−

=Multiple Bookings=

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[[File:Multiple bookings client side new.png|1200px| center]]

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-------

−

=Multiple Locations=

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Allows creating multiple service locations and relating them with different service providers (staff members). Locations will be shown as the first step on the booking site.

−

~~ ~~

−

~~:Here you can see the example of client view:~~

−

~~[[File:Locations client side.png|1200px|border| center]]~~

−

;How to use

+

+

'''How to use'''

1. Enable Multiple Locations custom feature in Custom Feature section//Adding more to booking website.

[[File:Locations enable path new cf.png | center]]

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;How to set schedule for location?

+

=How to set schedule for location=

You can set individual schedule for the provider and then relate provider to the location. Thus working hours of the provider related to location will automatically apply to location.

:1. To set individual schedule for provider go to Settings//Service providers//Working hours, or to Manage//Service Providers//Service providers schedule and you can set opening hours, break times, and special days for this specific employees. Just take care that opening hours of employees must be within opening hours of company.

:2. To relate provider and location go to Manage//Service Providers//Service provider's locations and check the boxes with location(s) provider should be related to.

−

;How can I relate service to location.

+

'''How can I relate service to location''

Locations can be related only to service providers, thus if you need to relate service to the particular location, you need initially to relate this service to the service provider:

:1. In Manage//Service Providers//Services, attached to this service provider check the boxes with services related to this provider.

:2. In Manage//Service Providers//Service provider's locations and check the boxes with location(s) provider should be related to.

+

+

'''The example of client view'''

+

[[File:Locations client side.png|1200px|border| center]]

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−

=News=

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You can publish news or blog on your booking website to keep your customers up to date with what’s happening in the business.

+

;How to use

:1. Enable this custom feature on your Custom Features page, Adding more to the Booking Website section.

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Video tutorial available [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=vYCbE0bT8Rc]]

−

~~ ~~

+

−

;How to ~~use:~~

+

'''How to set'''

:1. Enable Online meetings custom feature in your SimplyBook.me account.

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[[File:Ms azure connect ms teams.png|border|center]]

−

:And add ~~yourself~~ in Enterprise applications -> Microsoft Teams -> Users and Groups on MS Azure side.

+

:And add your user(or the desired one that you need to connect to SimplyBook.me) in Enterprise applications -> Microsoft Teams -> Users and Groups on MS Azure side.

[[File:Ms azure teams users.png|border|center]]

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−

;Additional steps for case when you need to allow your Providers to have own MS Teams account connection:

+

'''Additional steps for case when you need to allow your Providers to have own MS Teams account connection'''

−

+

:8. By default your MS Teams account that you have connected in Step#6 will be used to generate meetings links and conduct meetings, but if you have several employees in your company, they are added to SimplyBook.me side as providers and users and you wish them to use own MS Teams accounts for their online services/classes please make sure that you have them [https://docs.microsoft.com/en-us/azure/active-directory/fundamentals/add-users-azure-active-directory?context=azure/active-directory/users-groups-roles/context/ugr-context added as users] in MS Azure with access to this application as well as [https://support.microsoft.com/en-us/office/add-members-to-a-team-in-teams-aff2249d-b456-4bc3-81e7-52327b6b38e9 members] on MS Teams side.

:(you can add users in MS Azure interface with internal domain or invite using existing email addresses)

[[File:Ms azure teams users.png|border|center]]

−

:9. Then they need to log in to SimplyBook.me system under their credentials and connect their accounts in ~~Custom features~~ -> Online meetings.

+

:9. Then they need to log in to SimplyBook.me system under their credentials and connect their accounts in Manage -> Online video meetings.

−

[[File:~~Ms teams~~ provider ~~auth~~.png|border|center]]

+

[[File:Meeting tool per provider path new navigation.png|1200px|border|center]]

:10. Once they have connected own accounts you will be able to see this information in Custom features -> Online meetings -> Meeting providers&Meeting services.

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[[File:Ms teams manually start.png|border|center]]

−

;How the meeting process works:

+

'''How the meeting process works'''

:1. After everything is set up and the client books the online meetings related service/class both the client and the provider (or company, depending on your settings) will get the links to the meeting.

:Either from email notifications if you have added the corresponding variables to the templates.

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:(It is not mandatory for the customers to have MS Teams account. To join they will only need to fill in their name after opening the meeting url in their browser)

[[File:Teams page.png|border|center]]

−

−

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=Packages=

[[File:Packages icon.png | left]]

With the Packages custom feature you can create a package of multiple services, or, if you also sell additional items, combine services with products, add-ons, and [[Custom_Features#Classes |classes]]. Clients can buy packages on your booking page or with Simplybook.me’s [[Custom_Features#Point_of_Sale | POS feature]]. Each package can be defined with some general items limit and any number of services and products, and you can set the validity to any period available. Once clients have purchased a package, they can book a service at any time paying with their package credits. They can always check how many occurrences are left within each package.

−

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Video tutorial available [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=PV-NcGv8kj4]]

−

;How to use

+

'''How to use'''

:1. To switch this custom feature on, please navigate to your Custom Features page, go to “Booking related” section and click on “Enable”

<nomobile>[[File:Packages enable path newcf.png | center]]</nomobile>

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:The invoice will be sent only in the case of the purchase and payment made from the client side.

−

:11. Go to Reports//~~Packages~~ to check packages order history, customer data, as well as the number of remaining items.

+

:11. Go to Reports//Issued packages to check packages order history, customer data, as well as the number of remaining items.

:Use filters for more extensive analysis.

:Here you can also cancel the package for the specific client if needed.

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−

+

'''The use of Packages within the POS feature'''

−

;The use of Packages within the POS feature

:1. Make sure you have enabled POS custom feature.

<nomobile>[[File:Pos enable path newcf.png | center]]</nomobile>

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−

+

'''Booking site operation'''

−

;Booking site operation

:1. The clients will be able to navigate to the “Packages” tab on your booking site.

:'''Please note''', the client must be logged in to see his/her purchases.

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−

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=Password Security Settings=

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[[File:Password security settings clients new cf.png | center]]

−

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=Photo Gallery=

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With Photo Gallery custom feature you can upload the photos of your services to attract more clients. Simply browse photos and they will appear on your booking page.

+

;How to use

:1. Enable Photo gallery option on your Custom Features page.

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−

Video tutorial ~~available ''~~[https://~~www.youtube~~.~~com~~/~~watch?v=lShnUwzWBR4 here~~]~~''.~~

+

Video tutorial [[File:Youtube-Logo.png|link=https://youtu.be/k0SNHFiYu38]]

;How to use

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[[File:Pos enable path new cf.png | center]]

−

:2. Click on “Go to POS” near this feature or in top right corner of your admin interface.

+

:2. Click on “Go to POS” near this feature or in top right corner of your admin interface under "My booking channels".

−

[[File:Pos ~~interface~~ path new cf.png | center]]

+

[[File:Pos path new navigation.png|1200px | center]]

:3. You will see sale start page. (If you need to return here at some point please use “Home” icon in the top left corner.)

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[[File:Add products to notification emails.png | center]]

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−

=Provider's Color Coding=

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Some users like to simplify the dashboard view by having providers with certain colors. With this Custom Feature, you can give each of your providers their own color so when you quickly glance over the dashboard, it can be easily seen what bookings belong to each provider.

−

;How to use

:1. Enable this option on your Custom Features page.

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−

--------

−

=Related Resources=

[[File:Resources icon.png |left]]

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[[File:View resource info in booking.png|border|center]]

−

---------

−

=Service Add-ons=

[[File:Paid attributes.png | left]]

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:Here you can see how the add-ons can look like on the booking page:

−

:'''Please note!''' We recommend using the following ~~calendar layouts~~ in case you set service add-ons with duration: modern, slots weekly, flexible, flexible weekly or flexible provider.

+

:'''Please note!''' We recommend using the following timelines in case you set service add-ons with duration: modern, slots weekly, flexible, flexible weekly or flexible provider.

:In this case add-ons step will be shown before time step and the timeslots displayed should suit the items selected in most cases.

[[File:Service add ons with duration client side.png | border|center]]

−

:With other ~~calendar layouts~~ such as: daily classes, weekly classes и modern provider this step will be shown after time selection step and

+

:With other timelines such as: daily classes, weekly classes и modern provider this step will be shown after time selection step and

:if all the selections do not fit the choices the clients will get an error that the service cannot be booked.

[[File:Service add ons with duration client side unsupported timelines.png|border|center]]

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[[File:Add add-ons list to emails.png | center]]

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−

=Service Categories=

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With the help of this Custom Feature you can create categories and group your services to make it easier and faster for your clients to find the necessary service.

+

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−

=SMS Gateway=

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[[File:Client soap crypt.png |left]] Need patient information to be more securely stored? SOAP (subjective, objective, assessment and plan) with data encryption feature allows to insert time-stamped record with 4 encrypted text fields that stay with client data. Sensitive medical data of your clients will be secured with RSA 4096.

+

==How to use==

−

~~'''How to use'''~~

−

~~ ~~

:1. Make sure that you have simple [[Custom_Features#SOAP | SOAP custom feature]] disabled(as they are not compatible)

:2. Then please go to Custom features page using the left-side menu of your admin interface, use searchbox at the top or choose “Other” category.

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[[File:Soap with encryption settings path new cf.png|border | center]]

[[File:Soap settings page.png|border | center]]

−

~~ ~~

−

~~:Please check more detailed tutorial and usage cases [[SOAP_with_Encryption_custom_feature | here]]~~

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−

------

−

=Status=

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:3. Press "+" to add new status.

:Insert "Name", "Description" and assign the color to this status. If you leave the switcher "Status by default" on, such status will automatically apply to all new bookings.

−

[[File:Create statuses v3.png|border| center]]

+

[[File:Create statuses v3.png|border | center]]

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−

=Take Me Back Home=

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--------

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=Terms and Conditions=

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=Tickets=

[[File:Tickets icon.png| left]]

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:5. When the event time comes and you need to validate tickets please go to Custom Features -> Tickets -> Validate ticket.

+

(or access it from Calendar page)

[[File:Validate tickets path.png|border|center]]

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[[File:Ticket client side 1.png|border|center]]

[[File:Tickets client side 2.png|border|center]]

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−

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=Vaccination report=

[[File:Vaccination icon.png|left]] Vaccination custom feature gives a quick overview of the booked and available slots in your system thus allowing to see the load generally per day/week/month or some date range(up to 90 days) as well as per certain provider or service. You can easily see the overloaded and most free ones to manage them accordingly. Another option that helps you in successful vaccination process planning is "Second appointment" tab: it shows whether a certain patient has already made an appointment for a second vaccine dose as well as his/her contact details, date and time of the appointments enabling you to quickly contact the ones who still need another appointment organization. Both report tabs give a great way to manage and organize the time resources and vaccination teams in most effective way to have as many people vaccinated as possible.

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:Video tutorial on setting up an account for vaccination [[File:Youtube-Logo.png|link=https://youtu.be/_9qrKUWfyVo]]

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−

=Visitor Counter=

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=Zapier Connector=

[[File:Zapier icon.png | left]]

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* If more items are added to admin interface after ZAP was created, you need to press "Get more samples" button at "Trigger step" -> "Test this step" in Zapier to fetch new available fields and data (zap template should be changed);

* Invoice data can be sent with New Invoice trigger;

−

* [[~~Custom_Features#SOAP~~ |SOAP]] data is not sent;

+

* [[SOAP_custom_feature |SOAP]] data is not sent;

* [[Custom_Features#Accept_Payments |Tax]] information is not sent, [[Custom_Features#Accept_Payments |service price]] is shown without taxes added;

* It doesn't work if both [[Custom_Features#Accept_Payments |Accept payments]] and [[Custom_Features#Approve_Bookings |Approve bookings]] are enabled, and batch bookings are partially approved.

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:10. Finish the setup, add Zap name and turn it on.

[[File:Zap name and on.png|border | center]]

+

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Custom Features (view source)

Revision as of 10:33, 12 August 2021

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