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Custom Features (view source)

Revision as of 14:18, 5 September 2023

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Custom Features are additional functionalities of the system that will help you to improve your business. Please check the list of Custom Features below along with their descriptions and instructions how to use.

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Video overview [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=nW60o_RIvhY&feature=youtu.be]]

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~~<youtube>nW60o_RIvhY</youtube>~~

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<div class="plugin">[[Custom_Features#Limit_Bookings| Limit Bookings]]</div>

<div class="plugin">[[Custom_Features#Line_Bot| Line Bot]]</div>

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~~<div class="plugin">[[Custom_Features#LINE_LIFF| LINE LIFF]]</div>~~

<div class="plugin">[[Custom_Features#Loyalty_System| Loyalty System]]</div>

<div class="plugin">[[Custom_Features#Make_me_Look_Busy| Make me Look Busy]]</div>

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<div class="plugin">[[Custom_Features#SSO:_SAML| SSO: SAML]]</div>

<div class="plugin">[[Custom_Features#Status| Status]]</div>

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~~<div class="plugin">[[Custom_Features#Tags| Tags]]</div>~~

<div class="plugin">[[Custom_Features#Take_Me_Back_Home| Take Me Back Home]]</div>

<div class="plugin">[[Custom_Features#Telegram_Notifications| Telegram Notifications]]</div>

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<div class="plugin">[[Custom_Features#Ticket's_QR_Code| Ticket's QR Code]]</div>

<div class="plugin">[[Custom_Features#Tickets| Tickets]]</div>

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~~<div class="plugin">[[Custom_Features#Tips| Tips]]</div>~~

<div class="plugin">[[Custom_Features#Vaccination report| Vaccination report]]</div>

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

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

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=Accept Deposits= ~~~~

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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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;How to use

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:1. To enable this feature please navigate to Custom Features page, Business enhancements section, click on Accept deposits and either move the switcher to the On position or hit Enable button on the right side of the page.

[[File:Accept deposits enable path.png |border| center]]

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=[[Accept payments custom feature |Accept Payments]]= ~~~~

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=[[Accept payments custom feature |Accept Payments]]=

[[File:Accept payments small2.png|left]]

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Accept Payments Custom Feature allows you to accept payments from your clients online. You can set the price for your service and when your clients make a booking, they will be redirected to the payment page.

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You can accept payments via a variety of payment processors. All the online payments are processed by the payment gateway of your choice and if there is a need to issue a refund to a client it can be done ~~if you are using SBPay.me integration or~~ from the admin account of your payment processor.

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You can accept payments via a variety of payment processors. All the online payments are processed by the payment gateway of your choice and if there is a need to issue a refund to a client it can only be done from the admin account of your payment processor manually as Simplybook does not process any payments at the first place.

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

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Video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=~~iN-Yjaayvp4~~]]

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

[[SBPay.me integration|SBPay.me PRO]] integration video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=XPX7Xnsp5aM]]

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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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1. '''Company address.'''

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

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

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3. '''Client address.'''

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

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

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5. '''Invoice design.'''

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

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=Anti-Fraud/Spam Protection Custom Feature=

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~~=Anti-Fraud/Spam Protection Custom Feature= ~~

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[[File:Booking restriction plugin icon.png|left]]

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This is an Anti-Fraud/Spam Protection feature. It enables administrators to limit the number of bookings that can be made from the same email, phone, and IP address. The feature provides various options, such as setting the maximum number of bookings, defining the time period in which these bookings can be made, and the ability to block or flag suspected fraudulent activities. This feature helps to prevent fraudulent or spammy bookings and protects the system's integrity, ensuring a smooth and trustworthy booking experience for legitimate customers.

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;How to use

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1. Enable Anti-Fraud/Spam Protection on your Custom features page -> Security & Data protection section.

[[File:Booking_restriction_plugin_enable_path.png|1200px|border|center|link=https://help.simplybook.me/images/5/53/Booking_restriction_plugin_enable_path.png]]

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=[[Any_Employee_Selector_custom_feature |Any Employee Selector]]= ~~~~

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=[[Any_Employee_Selector_custom_feature |Any Employee Selector]]=

[[File:Any employee new icon.png ‎|left]]

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[[File:Any employee client side view.png|1200px|border| center]]

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=[[API_custom_feature |API]]= ~~~~

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=[[API_custom_feature |API]]=

[[File:Api new icon.png ‎|left]]

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*[[API| API documentation]]

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*[https://simplybook.me/api/explorer API explorer]

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=Appointment at Fixed Time= ~~~~

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=Appointment at Fixed Time=

[[File:Appointment at fixed time new icon.png| left]]

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This Custom Feature allows advanced flexibility to your appointment start times for all services at once or per each service. Custom Feature can be used to define exact hour and/or minutes in an hour where your services are available (e.g. 10.00, 14.30, 16.25). It can be used to set the start hour and then choose fixed or multiple interval in minutes when your services are available (e.g. multiple of 15 min 10.00, 10.15, 10.30, 10.45).

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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.

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=Approve Bookings= ~~~~

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=Approve Bookings=

[[File:Approve booking new icon.png ‎|left]]

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Approve Bookings Custom Feature is essential if you need to look at customers details before you can approve their booking. It allows you to check information given by clients before you accept their bookings. When your clients book an appointment, at the end they will see a notice that confirmation email will be sent when their booking is approved.

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'''Please note!'''

:''If you have [[Custom_Features#Accept_Payments | Accept Payments custom feature]] enabled, paid bookings will be approved automatically, only free services and bookings with "Pay Later" option can be approved/rejected. ''

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;How to use

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=Book Soon Notification System= ~~~~

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=Book Soon Notification System=

[[File:Book soon new icon.png ‎|left]]

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Make sure your clients come again! This Custom Feature will remind your clients to come back as you can send them a message x-number of days after their appointment. For example, you can compose your own message and send a reminder always 30 days after an appointment.

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'''Please note!'''

*This custom feature is available with paid subscriptions only.

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;How to use

:1. Enable this custom feature on your Custom features page.

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=Calendar Sync= ~~~~

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=Calendar Sync=

[[File:Calendar sync new icon.png ‎|left]]

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[[File:Cancelation policy new icon.png |left]]

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You can restrict time when clients can cancel appointments with the help of Cancellation Policy Custom Feature. Simply set the number of hours before appointment when cancellation is possible or prohibit cancellations at all. If client tries to cancel an appointment beyond the limit, he/she will see a warning notice that the booking cannot be cancelled.

Free custom feature!

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=[[Classes_custom_feature | Classes]]= ~~~~

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=[[Classes_custom_feature | Classes]]=

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[[File:Classes.png | left]] Now SimplyBook.me allows new option for classes and events scheduling whatever kind of business you have. Brand new feature allows you to have all your classes/events in separate section so that you will never mix them up with simple services. Or you can use classes/events interface only. Moreover, this custom feature allows to have almost all settings necessary for class/event scheduling on one page, which makes the setup process easy and fast.

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=Clean History= ~~~~

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=Clean History=

[[File:Clean history new icon.png ‎|left]]

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Use this Custom Feature to clean all old bookings from the system. You can set when the bookings should be deleted and then the Custom Feature will take care of never having older bookings on record than according to your definition. Please use with care as we can not get deleted bookings back for you! It works and deletes selected bookings till you turn this feature off.

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*This custom feature is not compatible with: [[Custom_Features#Coupons_.26_Gift_Cards | Coupons & Gift Cards]], [[Custom_Features#Packages|Packages]] and [[Custom_Features#Membership | Membership]]

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*It starts working on the next day after it is enabled and removes the bookings once a day on everyday basis till you disable it.

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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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=[[Client_Fields_Custom_Feature|Client Fields]]= ~~~~

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=[[Client_Fields_Custom_Feature|Client Fields]]=

[[File:Client field icon.png|left]]

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Get information from clients upon sign up that relates to the client. An example of such information could be, "Name of spouse", or "Date of Birth" since this is fixed information and would generally not change between bookings.

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'''Please note!''' When you enable Client Fields custom feature [[Client_Login_custom_feature|Client Login]] will be enabled as well.

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=Client Login= ~~~~

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=Client Login=

[[File:Client login new icon.png| left]]

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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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=Client Mobile App= ~~~~

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=Client Mobile App=

[[File:Pwa icon.png|left]] Let your clients download your own personalised client app. With the app on their mobile they can easily book, [[Client_Rescheduling_custom_feature|reschedule]], purchase [[Packages_custom_feature|packages]], [[Membership_custom_feature|memberships]] and [[Coupons_and_Gift_Cards_custom_feature|gift cards]] as well as access your business directly from their phones.

The Client app is available for all paying SimplyBook.me users who use [[Client_Login_custom_feature|Client Login]], and if you have a premium subscription you can personalise it with your own logo and brand color. Ask your clients to go to your booking website on a mobile device, and from there they will be invited to download the app on their mobile.

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:'''Please note! '''

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*It is Beta version;

*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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:'''Video tutorials available '''

:*How to set up the Client mobile app [[File:Youtube-Logo.png|link=https://youtu.be/_3pW171iAjA]]

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:*How to use the Client mobile app [[File:Youtube-Logo.png|link=https://youtu.be/~~SElfM29hWOo~~]]

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:*How to use the Client mobile app [[File:Youtube-Logo.png|link=https://youtu.be/utTD6aGAQlw]]

;'''How to use'''

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=Client Rescheduling=

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=Client Rescheduling= ~~~~

[[File:Reschedule booking icon.png|left]] The Client rescheduling custom feature allows you to include reschedule links in notification messages to your clients and rescheduling button to the booking site. The clients can use these options to find a new time for their booking if within allowed rescheduling period.

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=Contact Widget= ~~~~

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=Contact Widget=

[[File:Contact widget new icon.png ‎|left]]

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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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=[[Coupons and Gift Cards custom feature | Coupons & Gift Cards]]= ~~~~

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=[[Coupons and Gift Cards custom feature | Coupons & Gift Cards]]=

[[File:Coupons and gift cards icon.png| left]]

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;How to use

:1. Enable this custom feature in Business Enhancements section of your Custom Features page.

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=Custom CSS= ~~~~

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=Custom CSS=

[[File:Custom css new icon.png ‎|left]]

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=Custom Domain= ~~~~

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

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=Custom Email= ~~~~

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=Custom Email=

[[File:Custom email logo.png|left]] Would you like to send your clients and staff attractive email notifications with own customizable branding, links, buttons, and many other options? Enabling this custom feature gives you access to the HTML editor where you can easily drag and drop various content blocks, add images, text, contact details, etc. Please just mind that the booking or purchase related content, as well as adding of the corresponding variables is to be edited either in Settings -> Email and SMS settings if you are using common appointent notification templates, or in the specific custom feature settings in case you have customized notifications.

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'''Please note!''' This custom feature is available with paid subscriptions only.

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'''Video tutorial available''' [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=3GZJzUrm0cs]]

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=Custom Page= ~~~~

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

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

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'''How to use adding links'''

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=Daily Report= ~~~~

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=Daily Report=

[[File:Daily report new icon.png ‎|left]]

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Every day this Custom Feature will send you an updated status of all bookings for the day. You will also receive a list with your active bookings for the upcoming week.

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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=Display Remaining Spaces= ~~~~

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=Display Remaining Spaces=

[[File:Seats left icon.png|left]] Show how many spaces are left when you accept multiple clients per slot, such as for classes and events. You can also choose to show the total number of spaces as well as the number of spaces left.

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'''Please note!'''

*Development skills are needed for this feature use.

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;How to use

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=Facebook and Instagram Bookings= ~~~~

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=Facebook and Instagram Bookings=

[[File:Facebook business 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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=[[Facebook_Pixel_Custom_Feature|Facebook Pixel]]= ~~~~

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=[[Facebook_Pixel_Custom_Feature|Facebook Pixel]]=

[[File:Tracking icon.png|left]] Manage analytics for your booking website with Facebook Pixel

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[[File:Facebook events parameters.png|1200px|border|center]]

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=File Uploader - Google Drive= ~~~~

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=File Uploader - Google Drive=

[[File:Cloud storage icon.png|left]] Enable this custom feature to allow your clients to upload signed documents or other information directly to your Google drive account.

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*The uploaded file should be less than 5Mb size and cannot be archive or executable one.

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;How to use

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1. Enable this option on your Custom features page -> Adding more to the Booking Website category.

[[File:Google drive enable path.png|1200px|center]]

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=Flexible Notifications= ~~~~

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=Flexible Notifications=

[[File:Flexible notifications new icon.png| left]]

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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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'''Please note!''' This custom feature is available with paid subscriptions only.

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;How to use

:1. Go to Custom Features//Booking related section, find Flexible Notifications Custom Feature and press "Enable".

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=Google Adwords and Analytics= ~~~~

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=Google Adwords and Analytics=

[[File:Google analytics new icon.png‎ ‎|left]]

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Use the Google Analytics Custom Feature to see how many customers visit your site both on an everyday basis and during promotion campaigns. Use the adwords analytics to count how many actually book after clicking an adwords advertisement.

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;How to use

:1. Enable "Google Adwords and Analytics" feature on your Custom Features page.

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;Where to find the details

:1. The '''Google analytics id''' can be found in your Google analytics accounts.

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:To start tracking visitors, you only need to set your analytics account id.

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However '''to track results of an adwords campaign''' you need to set up an adwords campaign conversion id and insert this id into the SimplyBook.me Custom Feature.

:1. Sign in to your Ads account at https://ads.google.com

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<code>

<!- Event snippet for Testing conversion page ->

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=Google Authenticator= ~~~~

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=Google Authenticator=

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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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''If you plan to allow your employees to be able to connect themselves please create them as users beforehand and allow them to login without 2-step authentication in Custom features//Google authenticator//Settings//Settings.''

[[File:Google auth allow login without 2fa path new cf.png | center]]

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'''How to connect Google Authenticator if you are a user'''

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=[[Google_Business_custom_feature|Google Business]]= ~~~~

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=[[Google_Business_custom_feature|Google Business]]=

[[File:Google business icon.png | left]] Easily increase your business visibility on the Internet via the Google My Business feature. It does not cost anything but increases visibility in search as well as makes your business visible on Google maps.

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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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=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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=Google Tag Manager= ~~~~

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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.

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=Google Translate= ~~~~

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=Google Translate=

[[File:Google translate.png | left]] Need to show your booking website in several languages for your clients' convenience? Now we have Google Translate custom feature that makes is possible. It allows you to add Google Translate’s automatic translation to your booking website and each client will be able to choose the language convenient for them.

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[[File:Group booking new icon.png ‎|left]]

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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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~~Video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=IZvnQ79WBG8]]~~

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;How to use

:1. Make sure that the Service provider is set able to accept X many clients at same time(or more depending on your needs). For this go Manage//Service Providers//select necessary provider//Service provider details//How many clients can this provider serve at same time? and set the X number of clients.

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=HIPAA= ~~~~

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=HIPAA=

[[File:Hipaa new icon.png ‎|left]]

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=Import Clients= ~~~~

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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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[[File:Insights new icon.png ‎|left]]

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This Custom Feature creates a variety of charts with key performance indicators in your new financial dashboard.

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=Instagram Photo Sharing= ~~~~

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=Instagram Photo Sharing=

[[File:Social gallery.png | left]]

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'''How to use:'''

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=Intake Forms= ~~~~

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=Intake Forms=

[[File:Additional field new icon.png ‎|left]]

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=Kiosk= ~~~~

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=Kiosk=

[[File:Kiosk.png |left]] The Kiosk Custom Feature allows you to accept bookings on your client booking site so in between bookings, data gets cleared. This makes privacy issues less of a concern.

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=Limit Bookings= ~~~~

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=Limit Bookings=

[[File:Limit bookings new icon.png ‎|left]]

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=Line Bot= ~~~~

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=Line Bot=

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[[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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Supports [[Service_Categories_custom_feature|service categories]], [[Multiple_Locations_custom_feature|multiple locations]], [[Intake_Forms_custom_feature|intake forms]], [[Accept_payments_custom_feature|online payments]](but taxes are not calculated), [[Client_Login_custom_feature|client login]](but without client address).

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~~=LINE LIFF=~~

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=Loyalty System=

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[[File:Line liff icon.png|100px|left]] The integration of LINE LIFF with SimplyBook.me presents a powerful opportunity for businesses to elevate their appointment booking process and customer engagement. By offering a seamless and efficient experience directly within the Line messaging app, businesses can attract and retain customers, streamline their operations, and stay ahead in the competitive market.

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~~:::'''Read full tutorial [[LINE LIFF Custom Feature|...>]]'''~~

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=Loyalty System= ~~~~

[[File:Bonus system icon.png|left]]

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Video tutorial [[File:Youtube-Logo.png|link=https://youtu.be/GP7OFspfzNo]]

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'''Please note!'''

*When you enable Loyalty System the following custom features will be enabled as well: [[Accept_payments_custom_feature|Accept Payments]], [[Client_Login_custom_feature|Client Login]], [[Coupons_and_Gift_Cards_custom_feature|Coupons & Gift Cards]].

*The clients should be subscribed to your marketing materials to be able to receive such notifications.

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;How to use

1. To enable Loyalty System please navigate to your Custom Features page, select Business enhancements section and click on Enable or use the switcher near the respective feature.

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Two notifications types are available: for automated points addition and manual client balance update.

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[[File:Loyalty system notifications path.png|1200px|center]]

3. To set the points amounts please go to Manage -> Services (or use Services link near the custom feature) or Manage -> [[Classes_custom_feature|Classes]] (if you are using them and wish to be a part of the loyalty program).

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4. Create new service/[[Classes_custom_feature|class]] if necessary or click on the existing one to edit, select Loyalty System tab.

[[File:Loyalty system service management.png|1200px|center]]

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=Make me Look Busy= ~~~~

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=Make me Look Busy=

[[File:Look busy icon.png|left]] This feature will make slots look occupied when clients visit your site while still making availabilites so they will be able to find something to book. You can decide how many slots should be available every day.

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'''Please note!'''

*This feature is not compatible with the following [[How_to_change_the_way_time_slots_are_shown#Calendar_Layouts|calendar layout types]]: flexible, flexible weekly and flexible provider.

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=Medical Test= ~~~~

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=Medical Test=

[[File:Medical test icon.png|left]]

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=Membership= ~~~~

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=Membership=

[[File:Membership new icon.png | left]]

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This Custom feature allows you to have services that only members can book provided they have an active paid membership. This can be applied to a selection or all services, only classes or similar.

[https://simplybook.me/en/membership-solution Here] you can check more cases when Membership can be useful.

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Check video [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=~~Nzz5w5rQSZ0~~]] tutorial how to set it up.

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Check video [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=yIK-7I0Wjic]] tutorial how to set it up.

Demo page with Membership-related classes is available [https://classesandmembershipsdemo.simplybook.it/v2/# here].

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'''Please note!'''

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*[[Custom_Features#Client_Login | Client login]] and [[Custom_Features#Accept_Payments | Accept payments]] custom features will be automatically enabled as well.

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;How to use:

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=Multiple Bookings=

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=Multiple Bookings= ~~~~

[[File:Multiple booking new icon.png ‎|left]]

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=Multiple Locations= ~~~~

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=Multiple Locations=

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[[File:Unit location new icon.png ‎|left]]

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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.

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=How to set schedule for location= ~~~~

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=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.

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=News= ~~~~

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=News=

[[File:News new icon.png ‎|left]]

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Give your website a fresh life by managing news on your main page in our booking system.

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

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=Online Video Meetings= ~~~~

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=Online Video Meetings=

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[[File:Online meeting icon.png|left]] Use this feature to easily create meeting links for your clients and meet them online using video or phone

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'''How to set'''

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

[[File:Online meetings enable path.png|border|center]]

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:'''Please note!''' It is not possible to connect personal/private Microsoft Teams account to the system, it should be related to an organization via Microsoft Azure.

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:3. Add Microsoft Teams in MS Azure -> Azure Active Directory -> Enterprise applications.

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

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=Packages= ~~~~

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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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:'''Please note''':

*as soon as you turn this custom feature on, [[Custom_Features#Client_Login | Client login]] and [[Custom_Features#Accept_Payments | Accept Payments]] features will be enabled as well.

*if the appointment that was purchased with the package credits is then cancelled the credits are not returned to the client's balance.

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

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

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

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=Password Security Settings= ~~~~

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=Password Security Settings=

[[File:Strict password icon.png | left]]

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=Photo Gallery= ~~~~

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=Photo Gallery=

[[File:Photo gallery new icon.png| left]]

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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.

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=Point of Sale= ~~~~

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=Point of Sale=

[[File:Pos icon new.png | left]]

Point of Sale Custom Feature allows system users to create and track sales of bookings, and to sell memberships, products and gift certificates to existing or new clients. You can check client's history of purchases, approve pending transactions and print invoices. All in the neat mobile friendly interface!

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Why you should use The Point Of Sale System [[File:Youtube-Logo.png|link=https://youtu.be/pBa8UtfjKXo]]

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

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Video tutorial [[File:Youtube-Logo.png|link=https://~~www~~.~~youtube.com~~/~~watch?v=ryB0cCQrFfk~~]]

;How to use

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=Products for Sale= ~~~~

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=Products for Sale=

[[File:Product.png | left]]

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=Provider's Color Coding= ~~~~

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=Provider's Color Coding=

[[File:Provider color new icon.png ‎|left]]

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=Related Resources= ~~~~

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=Related Resources=

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

Connect equipment, rooms or anything else that is limited in quantity to a service. Different resources can be connected to the same service when needed.

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;How to use

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:1. Enable Related Resources feature on your custom features page.

[[File:Resources enable path.png|border|center]]

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=Service Add-ons= ~~~~

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=Service Add-ons=

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

You can create add-ons for selected services. These add-ons can be set to influence service duration or not, but the service anyway becomes more expensive.

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'''How to use:'''

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:1. To enable this option please go to your Custom Features page and click on “Enable” near “Service Add-ons” option.

[[File:Service add ons enable path newcf2.png |border| center]]

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

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'''Correlation with other custom features:'''

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=Service Categories= ~~~~

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=Service Categories=

[[File:Service category new icon.png‎ ‎| left]]

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;How to use

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=SMS Gateway= ~~~~

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=SMS Gateway=

[[File:Sms.png|left]]

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Use the SMS Gateway custom feature to use your own SMS gateway (Twilio, Vonage(Nexmo), BulkSMS, HISMS, Websms, Infobip available only) and use your own phone number as sender number. If you use this feature, you pay the gateway directly saving around 20% to 30% compared to when you buy SimplyBook.me credits.

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'''How to use'''

:1. Enable Sms Gateway Custom feature in Custom features//Other section at one-time activation fee.

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=SMTP= ~~~~

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=SMTP=

[[File:Smtp new icon.png|left]]

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=SOAP with Encryption= ~~~~

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=SOAP with Encryption=

[[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.

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==How to use== ~~~~

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==How to use==

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

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=[[SSO-SAML_Custom_Feature|SSO: SAML]]= ~~~~

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=[[SSO-SAML_Custom_Feature|SSO: SAML]]=

[[File:Saml icon.png| left]] This custom feature allows to setup Single Sign-On process for you as the system admin and your account users thus enabling login to SimplyBook.me system from MS Azure applications panel. You can create users in MS Azure within the desired access level groups and the corresponding user types will be added in your SimplyBook.me system on the first login.

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[[File:Status new icon.png‎ ‎|left]]

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If you have a company with many providers, and a service desk accepting clients you can add status possibility to events to see the status. This is for example used to mark appointment with one status as "client has arrived", and then another as "Client has left and paid" whatever suits your needs.

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~~=Tags=~~

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=Take Me Back Home=

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~~[[File:Tags icon.png|100px|left]]~~

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This custom feature allows you to add one or more tags to any client, enabling swift filtering of clients in reports, or other custom functionalities like coupons, gift cards, tickets, and memberships. With an intuitive interface, you can easily customize tags to align with your specific requirements, ensuring improved organization and structured client interactions.

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~~:::'''Read full tutorial [[Tags Custom Feature|...>]]'''~~

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=Take Me Back Home= ~~~~

[[File:Take me back home new icon.png ‎|left]] The Take Me Back Home Custom Feature, allows you to bring clients back to your home page or selected URL after a booking has been performed on the booking page. Clients can press a link or they will be brought back to your homepage after 10 seconds by a redirect script.

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'''Please note!''' This feature is not compatible with [[Kiosk_custom_feature |Kiosk]] custom feature.

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=Telegram Notifications= ~~~~

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=Telegram Notifications=

[[File:Telegram notifications icon.png|left]] This custom feature allows you to create your own notifications bot in a few simple steps. As the result each customer will have an option to subscribe to your bot notifications and get messages about the appointments, invoice details, tickets and much more.

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Video tutorial available [[File:Youtube-Logo.png|link=https://youtu.be/Wr9pSEkPq-4]]

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'''Please note!'''

*This functionality supports only booking related notifications.

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;How to use

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=Terms and Conditions= ~~~~

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=Terms and Conditions=

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[[File:Terms and conditions new icon.png ‎|left]]

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=Ticket's QR Code= ~~~~

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=Ticket's QR Code=

[[File:Tickets qr code.png |left]]

Create customized QR codes for your tickets consisting of one or more additional fields variables, with or without a delimiter. This QR code can be added to your tickets to facilitate further information reading into external systems after ticket validation.

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'''Please note!''':

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;How to use

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=Tickets= ~~~~

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=Tickets=

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

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Issue tickets for services, classes and events. The tickets can be printed or shown from mobile screen by clients and then be scanned using the SimplyBook.me admin app, or manually inserted in the Validate tickets section of SimplyBook.me. If you have HTML/CSS knowledge and Premium plan, you can customize the look of your tickets.

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Video tutorial [[File:Youtube-Logo.png|link=https://youtu.be/Ge3IGjgLDE8]]

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'''Please note:'''

*this feature is not compatible with [[Accept deposits custom feature|Accept Deposits]];

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;How to use

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~~=Tips=~~

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=Vaccination report=

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~~[[File:Tips icon.png|left]]~~

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With Tips Custom Feature, your clients can now enjoy the flexibility and convenience of showing their appreciation for your services through tipping. The feature is designed to enhance your clients' booking experience. Your customers can leave tips during the booking process or when "Pay later" is selected.

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~~:::'''Read full tutorial [[Tips Custom Feature|...>]]'''~~

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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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~~ DEPRECATED ~~

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;How to use

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=Visitor Counter= ~~~~

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=Visitor Counter=

[[File:Visitor counter new icon.png ‎|left]]

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Use Visitor Counter Custom Feature to get up-to-date information about visits to your booking website or to the page with your booking widget. This Custom Feature will help you to evaluate the visits and bookings and can help you to decide if you should do promotions to get more visitors and potential clients. You will see all this information in the main Dashboard of the [https://simplybook.me SImplyBook.me] system. Shows data for the previous calendar week.

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=Waiting List= ~~~~

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=Waiting List=

[[File:Waiting list icon.png|left]]Allow your clients to sign up for a spot on your waiting list. This custom feature gives your customers the possibility to register for a waiting list on fully booked days. If someone cancels an appointment, applicants registered on this day will receive an email invitation to book the recently opened slot. Define in the settings how often each notification is sent and when you don’t want to fill the spot, i.e. if there is a short time until the session starts.

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

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'''Please note!'''

*Only the following calendar layout types are supported: modern, slots weekly, flexible weekly, flexible, flexible provider and daily classes.

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*Waiting List feature does not work for recurring services and/or classes booking.

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;How to set

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:1. Enable "Waiting list" custom feature on your "Custom features" page, "Functional" section.

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=Zapier Connector= ~~~~

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=Zapier Connector=

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

Connect [https://simplybook.me/ SimplyBook.me] with hundreds of other solutions using this feature. It contains a variety of triggers that can be used to send information to other solutions by simply using one of the available zaps or by creating a new zap. Zapier allows to integrate 2 or more web-applications via their APIs through “triggers” and “actions”.

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'''Please note!'''

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</div>

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'''6 triggers''' are now available:

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• ''New Invoice'' - launches when new invoice is created and paid on SimplyBook.me side (can be used when [[Custom_Features#Accept_Payments |Accept payments]] custom feature is enabled).

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;'''Available data:'''

For booking-related triggers(New booking, Booking change, Booking cancellation):

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* Payment status (paid, pending) and if payment is received.

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;How to use:

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Revision as of 14:18, 5 September 2023

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