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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.
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.
You can accept payments via Alipay, Asiapay (PayDollar, PesoPay, SiamPay), Authorize, Bitcoins, Borgun.is, CCAvenue, Dwolla, ECPay, GoCoin, Korta.is, Liqpay, Mollie, Pagar.me, Payfast, Payfort, Paymentwall, PayPal, PaySafeCard, PayU(Latin America), Pin Payments, Robokassa, Skrill, Square, Stripe, Swish, 2Checkout, Virtual Card Services, Worldpay and Zooz.
You can accept payments via Alipay, Asiapay (PayDollar, PesoPay, SiamPay), Authorize, Bitcoins, Borgun.is, CCAvenue, Dwolla, ECPay, GoCoin, Korta.is, Liqpay, Mollie, Pagar.me, Payfast, Payfort, Paymentwall, PayPal, PaySafeCard, PayTabs, PayU(Latin America), Pin Payments, Robokassa, Skrill, Square, Stripe, Swish, TapPay, 2Checkout, Virtual Card Services, Worldpay and Zooz.
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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.
::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.
:4. In Manage//Services//(select the service to edit)//Service details //Price set the price of your service.
:4. In Manage//Services//(select the service to edit)//Service details //Price set the price of your service.
:5. Add invoice information to the corresponding block and your clients will receive invoices about any purchase made within your system.
[[File:Set service price.png | center]]
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: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.
[[File:Invoice settings1.png| center]]
[[File:Invoice settings1.png| center]]
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[[File: Paid booking view.png |center]]<br><br>
[[File: Paid booking view.png |center]]<br><br>
::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.<br>
::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.<br>
[[File: Approve timeout booking.png |center]]<br><br>
[[File:Approve timeout booking v3.png |center]]<br><br>
;What is "Allow delay payment" option
;What is "Allow delay payment" option
;Can I use other payment processor not listed in the Accept Payments Custom Feature?
;Can I use other payment processor not listed in the Accept Payments Custom Feature?
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 inntegration.
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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:3. Add your text to the corresponding field and select the period when bookings can be canceled<br>
:3. Add your text to the corresponding field and select the period when bookings can be canceled<br>
:(you can use HTML tags there to format the text to your needs).
:(you can use HTML tags there to format the text to your needs).
[[File:Cancellation policy settings v3.png | center]]
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:4. You can also ask your clients about the cancellation reason and make this option obligatory or not.
[[File:Cancellation policy settings v3 new options.png | center]]
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[[File:Clean history new icon.png |left]]
[[File:Clean history new icon.png |left]]
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!
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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'''Please note!''' This plugin is not compatible with: [[Custom_Features#Coupons_.26_Gift_Cards | Coupons & Gift Cards]] and [[Custom_Features#Membership | Membership]]
'''Please note!''' This custom feature is not compatible with: [[Custom_Features#Coupons_.26_Gift_Cards | Coupons & Gift Cards]] and [[Custom_Features#Membership | Membership]]
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;How to use
;How to use
[[File:Client login enable path.png | center]]
[[File:Client login enable path.png | center]]
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:2. Click on "Settings" button to enable/disable sign up on the booking page, ask your clients for their address on the booking page and set notification templates about creating new user, password reset and change.
:2. Click on "Settings" button to:
:*enable/disable sign up on the booking page,
:*ask your clients for their address on the booking page,
:*make phone feld mandatory or not,
:*hide "Personal data report" from client profile
:*set notification templates about creating new user, password reset and change.
[[File: Client login settings path.png | center]]
[[File: Client login settings path.png | center]]
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[[File: Client login settings v3.png | center]]
[[File:Client login settings v3 new options.png | center]]
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To have '''bookings only from clients that already exist in the system''' please uncheck the box “Allow clients to sign up on site”
To have '''bookings only from clients that already exist in the system''' please uncheck the box “Allow clients to sign up on site”
'''Please note!''' If you block the client he/she will not receive information about your [[Custom_Features#Rewards_and_Referrals | promotions]] as well.
'''Please note!''' If you block the client he/she will not receive information about your [[Custom_Features#Rewards_and_Referrals | promotions]] as well.
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If you need to '''merge clients''' please follow these instructions:.
If you have several profiles for one and the same client and need to '''merge clients''' please follow these instructions:
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:1) Go to Manage//Clients, and click on "Merge clients" at the top.
:1) Go to Manage//Clients, and click on "Merge clients" at the top.
[[File:Contact widget settings path.png | center]]
[[File:Contact widget settings path.png | center]]
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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]]
: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 select Custom features//Contact messages or click on "Reports" in Custom features//Contact widget//Settings.
:3. To check received messages from your customers please select Custom features//Contact messages or click on "Reports" in Custom features//Contact widget//Settings.
[[File:Promotions connected items.png| center]]
[[File:Promotions connected items.png| center]]
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:8. Save your settings. And one more step - you can now issue the gift card and/or send promotion messages to yur customers.<br>
:8. Save your settings. And one more step - you can now issue the gift card and/or send promotion messages to your customers.<br>
:Just use the corresponding button in the left-side menu.
:Just use the corresponding button in the left-side menu.
[[File:Issue gift card.png | center]]
[[File:Issue gift card.png | center]]
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:9. You can also set templates for clients to receive email and/or SMS notifications when they purchase a gift-card on the booking site.
:To do that please navigate to Custom features//Coupons and Gift Cards//Settings//Notifications.
[[File:Coupons and gift cards notification templates path.png | center]]
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[[File:Coupons and gift cards notification templates.png | center]]
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;How to use
;How to use
:1. Enable this feature per one-time payment on your Custom features page.
:1. Enable this feature per one-time payment(you will see the exact price in your account) on your Custom features page.
[[File:Custom domain enable path.png | center]]
[[File:Custom domain enable path.png | center]]
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:3. Then in your Domain controller, you need to find where you set the DNS records and set A-record to IP mentioned in this feature settings.
:3. Then in your Domain controller, you need to find where you set the DNS records and set A-record to IP mentioned in this feature settings.
:'''Please note!''' AAAA (IPv6) record must not be set, otherwise SSL certificate cannot be issued.
:'''Please note!''' AAAA (IPv6) record must not be set, otherwise SSL certificate cannot be issued.
[[File: Custom domain settings v3.png | center]]
[[File:Custom domain settings v3 new.png | center]]
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:After A-records are set enter domain name you wish to use in its settings and save.
:After A-records are set enter domain name you wish to use in its settings and save.
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The system will send the corresponding report to your company email address that you have indicated in Settings//Company information//Basic information.
The system will send the corresponding report to your company email address that you have indicated in Settings//Company information//Basic information.
[[File:Daily report.png | border| center]]
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:'''Attention!''' It is forbidden to import a client list with emails and client information where the clients have not specifically granted you the right to do so.
:'''Attention!''' It is forbidden to import a client list with emails and client information where the clients have not specifically granted you the right to do so.
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:'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).
:'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).<br>
:It is only possible to import 500 clients by default. If you need to import more please contact support for details.
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'''How to use this option:'''
'''How to use this option:'''
:- Save file in .csv format with comma separation.
:- Save file in .csv format with comma separation.
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:3. Go to Manage//Clients//Import from CSV.
:3. Go to Manage//Clients//Import from CSV or simply click on "Settings" near this custom feature.
[[ File:Import clients file upload path.png | center]]
[[ File:Import clients file upload path.png | center]]
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:Just click on “Authorization”, fill in your Instagram username and password.<br>
:Just click on “Authorization”, fill in your Instagram username and password.<br>
[[File:Instagram photo sharing settings v3.png| center ]] [[File:Instagram login.png | center]]
[[File:Instagram photo sharing settings v3.png| center ]] [[File:Instagram login.png | center]]
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:4. If you have many posts within your Instagram account you can set how many images to display per page.
[[File:Instagram number of images per page.png | center]]
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You have it set now and your Instagram images will be displayed on separate tab on the booking site.
You have it set now and your Instagram images will be displayed on separate tab on the booking site.
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- When you add images to your Instagram they will be updated on the booking page within an hour. <br>If you wish it to happen sooner please click on “Refresh now” on this custom feature “Settings” page.
- When you add images to your Instagram they will be updated on the booking page within an hour. <br>If you wish it to happen sooner please click on “Refresh now” on this custom feature “Settings” page.
[[File: Instagram photo sharing settings v3 refresh.png | center]]
[[File:Instagram refresh option.png | center]]
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- If Instagram post consists of several images/photos only first one will be displayed on the booking site.<br>
- If Instagram post consists of several images/photos only first one will be displayed on the booking site.<br>
:'''checkbox''' - creates a checkbox that clients should either check or leave unchecked. Useful for questions that require binary answer, for example "I will need additional services".
:'''checkbox''' - creates a checkbox that clients should either check or leave unchecked. Useful for questions that require binary answer, for example "I will need additional services".
:'''dropdown selection''' - creates a drop-down list with the ability to choose only 1 option. In order to create this field, you will need to create a list of values in the section "Dropdown options and default option". Also you can select the Default value that will be assigned if nothing is chosen from the list.
:'''dropdown selection''' - creates a drop-down list with the ability to choose only 1 option. In order to create this field, you will need to create a list of values in the section "Dropdown options and default option". Also you can select the Default value that will be assigned if nothing is chosen from the list.
[[File:Intake form types.png |center]]
:'''date''' - creates date selection option with calendar
[[File:Intake forms fields types.png |center]]
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:6. Make it rather obligatory or not with the help of "optional" switcher.
:6. Make it rather obligatory or not with the help of "optional" switcher.
[[File:Limit bookings system limit v3.png | center]]
[[File:Limit bookings system limit v3.png | center]]
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:4. If you need to set the limit for certain service please navigate to Manage//Services(Classes) page, choose More options tab and set the desired number per service.
:4. If you need to set the limit for certain service please navigate to Manage//Services(Classes) page, choose More options tab and set the desired number per service/class.
[[File:Limit bookings per service v3.png | center]]
[[File:Limit bookings per service v3.png | center]]
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[[File:Create new membership v3.png | center]]
[[File:Create new membership v3.png | center]]
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It is possible to set different First payment and Recurring prices if you wish to suggest lower price to regular customers.
It is possible to set different First payment and Recurring prices if you wish, for example, to suggest lower price to regular customers.
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[[File:Membership price1.png| center]]
[[File:Membership price1.png| center]]
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''Please note!'' Recurring membership payments can work with Stripe payment processor only.
'''Please note!''' Recurring membership payments can work with Stripe payment processor only.
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You can set price only for membership here and zero price for service(in Manage//Services//Service details//Price) connected to this membership(for gyms for example) or you can set prices for both Membership and Service, it will allow your clients who purchased membership book a service at a lower price.
You can set price only for membership here and zero price for service(in Manage//Services//Service details//Price) connected to this membership(for gyms for example) or you can set prices for both Membership and Service, it will allow your clients who purchased membership book a service at a lower price.
:'''Where can i check payments my clients made for memberships'''
:'''Where can i check payments my clients made for memberships'''
You will be able to see that information in Reports//Membership payments.<br>
You will be able to see that information in Reports//Membership payments.<br>
If client has chosen "Pay Later" option instead of paying online you will be able to approve such membership purchases there.
If client has chosen "Pay Later" option instead of paying online you will be able to approve such membership purchases there.<br>
Only after your approval the client will be able to book the services related to the selected membership.
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[[File:Attach membership from admin side step2 v3.png | center]]
[[File:Attach membership from admin side step2 v3.png | center]]
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Choose membership from available and set the start date. Click on "Add" to save your settings.
Choose membership from available and set the start date(end date will be calculated by the system based on the selected membership duration). Click on "Add" to save your settings.
[[File:Attach membership to client2.png | center]]
[[File:Attach membership to client2.png | center]]
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:3. Here is how it will look like on the client side in one of the themes.
:3. Here is how it will look like on the client side in one of the themes.
[[File:Multiple bookings client side view.png | center]]
[[File:Book and add more v3.png | center]]
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:Here you can see the example of client view:
:Here you can see the example of client view:
[[File:Multiple locations.png | center]]
[[File:Locations booking page view.png | center]]
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;How to use
;How to use
[[File:Multiple locations enable path.png | center]]
[[File:Multiple locations enable path.png | center]]
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2. Add locations either in the settings of the Custom Feature or in Manage//Providers//Add location.
2. Add locations either in the settings of the Custom Feature or in Manage//Service Providers//Add location.
[[File:Create new location item v3.png | center ]]<br/>
[[File:Create new location item v3.png | center ]]<br/>
3. Click on "Location providers" tab for corresponding location and check necessary boxes to connect service providers with location.<br/>
3. Click on "Location providers" tab for corresponding location and check necessary boxes to connect service providers with location.<br/>
;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.
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//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.
: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//Providers//Service provider's locations and check the boxes with location(s) provider should be related to.
: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.
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;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 service to the service provider:
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//Providers//Services, attached to this service provider check the boxes with services related to this provider.<br>
:1. In Manage//Service Providers//Services, attached to this service provider check the boxes with services related to this provider.<br>
:2. In Manage//Providers//Service provider's locations and check the boxes with location(s) provider should be related to.
:2. In Manage//Service Providers//Service provider's locations and check the boxes with location(s) provider should be related to.
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[[File:News settings path.png | center]]
[[File:News settings path.png | center]]
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:3. Create the posts on the page you see by clicking on "Add" button.
:3. Create the posts on the page you see by clicking on "+" button.
[[File:News settings.png | center]]
[[File:Add new news item v3 updated.png | center]]
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[[File:Photo gallery settings path.png | center]]
[[File:Photo gallery settings path.png | center]]
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:3. Upload the images on the page you see and they will appear in the separate tab on the booking site.
:3. Upload the images on the page you see, add descriptions if necessary and they will appear in the separate tab on the booking site.
[[File:Photo gallery settings.png | center]]
[[File:Photo gallery settings.png | center]]
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