Adding services, providers and availability(new interface)
Adding services
How to create a service
In Manage//Services press "+" icon.
In right-side menu insert the name of your service and write service description.
It is possible to use HTML formatting for service description.
You can also upload picture of a service, and activate prices to accept payments on-line.
How to set service duration
In Manage//Services in right-side menu choose “Time details” tab to set duration for your service.
It is possible to set service as recurring here.
As well you can set fixed starting times for your service. Please check more about Appointment at Fixed Time Custom Feature here.
How to set specific schedule for service
In Manage//Services//Service schedule tab click on “Adjust availability hours for this service” to set
open times for this service if it differs from usual company schedule.
If the service has the same schedule as company you do not have to change anything there, it will be applied automatically.
If you need to set some exceptions in service schedule for holidays or other needs please choose “Special days” tab there and set times for desired dates.
How to set service as one-time event
In Manage//Services press "+" icon, insert name of your service and set description. Save settings.
Switch to “Service schedule” tab, close weekly schedule by setting all days as days off
and click on “Special days” tab at the top, click on the dates that you want to open and set the schedule for these dates by clicking on the slots to make them available (green) or not available (grey).
What if I need to group my services in categories
In Manage//Services switch to “Service categories” tab and enable “Service Categories” Custom Feature.
To create a category click on “+” and choose “Add category” option there, set category name, description, add picture if necessary and set its position on the booking page.
Save settings.
Switch to “Category services” tab to attach services to this category”.
What if I need to require some additional information from my clients at checkout
You can use Intake Forms Custom Feature.
To enable it please switch to “Intake forms (questions)” tab and click on gray button.
After it is activated click on “+” button to be redirected to page where you will be able to create necessary questions.
How to limit bookings per service
In Manage//Services switch to “More options” tab to enable “Limit bookings” Custom Feature.
Then put a limit for this service in corresponding box. Save settings.
If you need to limit booking for the whole system please put desired limit in Custom features//Limit bookings//Settings.
How to set specific notifications per service
In Manage//Services switch to “More options” tab to enable “Flexible notifications” Custom Feature and create necessary templates.
How can I promote my service
In Manage//Services switch to “More options” tab to enable “Simply Smart Promotions” Custom Feature and create promotions to reward your clients.
What else can I set with “More options” tab
You can use it to get to general notifications settings, settings related to system maximum and minimum allowed time before service reservation and set reminders for your clients to book again with Book Soon Custom Feature.
Adding Providers
How to add a provider
In Manage//Providers press +" icon.
In right-side menu insert the name insert the name of your service provider, set number of clients he/she can serve at a time and write service provider description.
You can also upload picture and set his/her phone number and email address if necessary.
Save settings.
How to attach services to provider
In Manage//Providers switch to “Services, attached to this service provider” tab and check the boxes with services this provider will perform.
Save settings.
How to set schedule for provider
You can set regular schedule for providers in Manage//Providers, choose necessary provider on the left and switch to “Service provider schedule” tab.
For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by clicking on the corresponding slots to make them available (green)/not available (grey).
To make day of the week working/off press "Make working day"/ "Make day off" above the day of the week.
How to set schedule for holidays and other specific dates
You can set schedule for some specific date for provider in Manage//Providers, choose necessary provider on the left and switch to “Service provider's special days” tab.
For example, if you work differently on certain date or have day off, you can click on the date and set schedule by clicking on the corresponding slots to make them available (green)/not available (gray).
To make some date working/off-day, click on the date and press "Make working day"/ "Make day off" above the schedule that appears in pop-up.
If you need to remove special day settings for some date, click on the date and press red button "clear special day".
How can I sync provider’s bookings with Google or Outlook calendar
You can enable Calendar Sync Custom Feature in Manage//Providers//Calendar sync tab and click on “Add new calendar” button to connect calendar.
Here is more info how to use it.
What if my providers work on different locations
You can enable “Multiple Locations” Custom Feature in Manage//Providers//Service provider's locations tab, then click on “+” to create new location and choose “Add location option”, set location name, description, its position on the booking page and specify address if necessary.
Save settings.
Switch to “Location providers” tab to attach providers to this location by checking corresponding boxes. Save settings.
Can I give my provider access to the system
If you wish to give access to the system for your providers to be able to manage their bookings please go to Manage//Providers and switch to “More option” tab.
There you can enable this feature and attach corresponding user to provider.
Save settings.
Here you can read more about system user rights.
What else can I set with “More options” tab
You can set there a specific color for provider’s bookings in Calendar with Providers Color Coding Custom Feature.
Set specific notifications related to this provider bookings with Flexible Notifications Custom Feature.
Or set reminders to book again to your clients with Book Soon Custom Feature.
I have both schedules for services and for providers
If you have both schedules for services and for providers, then only intersection of available time for service and for provider will be available for booking.
For example, service is available 9-12, provider is available 11-17, then only time 11-12 will be available for booking because earlier provider is not working and no one can perform the service and later, the service is not available.
See instructions how to create schedules for services
See instructions how to create schedules for providers
Note! Providers'/Services' working hours should be within opening hours of the company! If you can't open specific times for provider/service, please open those times for the company first and then for provider/service.
Opening hours vs special days
There are 2 types of time settings:
Opening hours
It is regular schedule you have on a weekly basis. If you are the only provider, you can set it in Time Settings // Company opening hours. If you have several providers, you can set their regular schedule in Manage//Providers, choose necessary provider on the left and switch to “Service provider schedule” tab or in Time settings // Provider schedule. For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by clicking on the corresponding slots. To make day of the week working/off press "Make working day"/ "Make day off" above the day of the week.
Special days
Contrary to Opening hours, which is regular schedule, Special Days is schedule by date. If you do not have regular schedule or plan one-time event, you can use Special days to open/close only specific dates. To set specific schedule for company (Time settings // Company special days) or provider (Manage//Providers, choose necessary provider on the left and switch to “Service provider's special days” tab or Time settings // Provider special days) click on the date and insert the schedule you need or make it a day off. This feature can be used if you plan to open in a months and want to prevent bookings until then (make all days off before the opening date) or to insert national holidays in your schedule. Special days of the company are highlighted with yellow, providers' and services’ special days are highlighted with red.
Note! Providers'/Services' working hours should be within opening hours of the company! If you can't open specific times for provider/service, please open those times for the company first and then for provider/service.
