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Custom Features (view source)

Revision as of 10:30, 12 December 2019

33,773 bytes added , 4 years ago

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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=Oh_HdraT-eA]]

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You may also need:

*[[Popular_custom_features_by_business_category | TOP 10 Custom Features per Business Category]]

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=Accept Deposits=

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

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'''Please note''':

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

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*This feature is not compatibel with [[Rewards_and_Referrals_custom_feature|Rewards and Referrals]].

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

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;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.

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

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

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

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

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

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

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

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

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:4. Click on the service/class name for the desired item to open Service/Class details tab and move Enable deposit switcher to the active position.

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[[File:Enable deposit per service.png |boredr|center]]

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:5. Indicate the amount you would like to receive as a deposit for this item in the corresponding box(it should be less than actual price, but more than 0) and save settings.

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[[File:Set deposit per service.png |boredr|center]]

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

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[[File:Deposit booking page view.png |border|center]]

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

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:(it will be shown as pending till the client pays at the place of appointment and you manually approve it).

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:You can manage them in Reports -> Payment transactions.

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

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

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

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

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[[File:Add tax to service.png | center]]

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~~;How to set the confirmation fee, not the whole price for the service~~

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~~:1. Enable [[Custom_Features#Accept_Payments | Accept payments Custom Feature]] in the the Custom Features section.~~

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~~:2. Choose payment processor and fill in the necessary details.~~

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:3. In Manage//Services//(select the service to edit)//Service details //Price set the price of your service (the confirmation fee you want to receive). In the description of the service write full price for your clients to know.

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;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 integration.

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

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'''Please note!''' Currently it may be not possible to connect Google calendar via this feature. We have contacted Google already on this matter quite long time ago and are waiting for resolution. Sorry for temporary inconveniences. Please use Outlook calendar sync instead

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

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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.

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Free custom feature!

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;How to use

:1. Enable Cancellation policy fature on your Custom Features page.

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[[File:Cancellation policy enable path.png | center]]

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[[File:Cancellation policy enable path free.png | center]]

:2. Click on "Settings" near this option.

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[[File: Cancellation policy settings path.png | center]]

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[[File:Cancellation policy settings path free.png | center]]

:3. Add your text to the corresponding field and select the period when bookings can be canceled

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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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'''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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Free custom feature!

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'''Please note!''' 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]]

;How to use

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

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[[File:Clean history enable path.png | center]]

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[[File:Clean history enable path free.png | center]]

:2. Choose "Settings" near this option to set your preferences.

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

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

:3. Set the time when the bookings should be deleted.

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Make your own booking interface with this CSS Custom Feature. It allows to change the styles of different elements, hide them, change fonts, colors, font-sizes, etc. If you know CSS coding, please use tools of browser to find identifiers of elements and write rules in the settings of Custom Feature, if you have no deep knowledge of CSS, please contact support and they will try to find the best solution for you.

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Free custom feature!

;How to use

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

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[[File:Custom css enable path.png | center]]

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[[File:Custom css enable path free.png | center]]

:2. Click on "Settings" near this feature.

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[[File:Custom css settings path.png | center]]

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[[File:Custom css settings path free.png | center]]

:3. Add the code(s) to adjust the styles to "Booking pages CSS" tab if you wish to edit the booking page

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=Facebook ~~Bot~~=

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=Facebook and Instagram Bookings=

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[[File:Facebook business icon.png|left]]

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[[File:Facebook ~~bot logo~~.png |left]]

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Connect your SimplyBook.me booking system to your Facebook Business page and Instagram profile. That way you can book even more clients by having a “Book” button both on your Facebook Business page and your Instagram profile - all seamlessly integrated with your SimplyBook booking system.

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~~Do you wish~~ to ~~add automated~~ booking functionality to ~~your facebook fan~~ page? ~~Now it~~ is ~~possible with brand new Facebook bot custom~~ feature.

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Please note!

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*It is possible to connect booking option to Facebook Business and Instagram Business pages. This functionality cannot be added to a personal page.

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*The booking option is not shown on desktop Instagram version and can be used via mobile apps only.

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*Bookingtroll theme is used for the booking widget by default. If you need to adjust the styling please use [[Custom_Features#Custom_CSS|Custom CSS]] feature.

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~~'''Please note!''' Facebook bot works in English only and provides only basic functionality, so for example payments, client login, memberships, approve bookings, etc are not working there. ~~

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~~Contact support for more details. ~~

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~~;How to use~~

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~~:1. Enable "Facebook Bot" Custom feature on your Custom Features page~~

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~~[[File:Facebook bot enable v3.png | center]]~~

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~~:2. Choose "Settings" near it~~ to ~~see basic instructions.~~

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

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~~[[File:~~ Facebook ~~bot settings path.png | center]]~~

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:3. ~~Log into the [https~~://~~developers.facebook.com/ Facebook Developer Console]~~.

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

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[[File:Facebook ~~developers login new~~.png | center]]

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[[File:Facebook and insta bookings enable path.png | border| center]]

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:4. ~~Click on My Apps~~ in ~~the upper right-hand corner and choose to "Add a New App"~~

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:2. Login to your Facebook/Instagram business account(s) in another browser tab.

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~~[[File:Fb create new app~~.~~png | center]]~~

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:5. ~~Enter a name and contact email address~~ and click on "~~Create App ID~~".

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:3. Go back to SimplyBook.me interface and click on Settings near Facebook & Instagram Bookings.

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[[File:~~Create new app id new~~.png | center]]

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[[File:Facebook and insta bookings settings path.png|border|center]]

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:6. On the ~~next~~ page you ~~will~~ see ~~scenarios. Please skip this step~~.

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:4. Click on Connect with Facebook button on the page you see.

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[[File:~~Fb bot skip step~~.png | center]]

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[[File:Facebook and insta bookings settings overview.png |border|center]]

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:7. ~~Add all basic information about~~ your ~~company and bot, required links, an icon~~ as well ~~as GDPR related information if necessary.~~

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:5. You will be redirected to Facebook interface to manage the permissions and connection to SimplyBook.me.

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[[File:~~Fb bot add basic details~~.png | center]]

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:Please follow the steps 1-5 displayed below.

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:(If you have Instagram business profile connected to your Facebook business page you will be able to connect it there as well

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:and Book button will automatically appear there)

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[[File:Facebook permisions setup.png|border|center]]

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:8. ~~Then please click~~ on "+" ~~near "Products" on the left-side~~.

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:6. Now you will have your services shown on your Facebook page with Book buttons next to them that will redirect your clients to your booking site.

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[[File:Fb ~~bot products path~~.png | center]]

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[[File:Fb client side services.png|border|center]]

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:9. ~~Scroll the~~ page ~~you see a little bit and click the "Set Up" button for~~ the ~~Messenger option~~.

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:7. You can also add booking option to your Facebook page posts so that the customers will be able to quickly book your services.

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[[File:Fb ~~bot messenger path~~.png | center]]

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[[File:Fb adding bookings to post.png|border|center]]

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~~:10. Under the Token Generation section, choose one of your Facebook pages, copy the token you get.~~

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~~[[File:Fb bot token copy.png | center]]~~

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~~:11. This will generate a Page Access Token. Enter it in Simplybook.me Facebook bot settings.~~

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~~[[File:Fb bot token paste.png | center]]~~

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~~:12. Click the Setup Webhooks button under the Webhooks section and enter Callback URL and Verify token.~~

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~~[[File:Fb bot setup webhooks.png | center]]~~

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~~:13. Check the messages and messaging_postbacks options under Subscription Fields.~~

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;How to remove Book button from Facebook/Instagram pages

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~~[[File:Fb bot setup webhooks step 2.png | center]]~~

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:14. ~~Click~~ "~~Verify and Save~~" ~~button.~~

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

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:15. ~~Scroll to “App Review for Messenger” block, select the first option “pages_messaging” and add the details requested there~~.

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[[File:Facebook and insta bookings settings path.png|boredr|center]]

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[[File:~~Pages messaging add~~.png | center]]

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[[File:~~Fb bot submission step 1~~.png | center]]

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:2. Click on Logout at the top of the page.

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[[File:Facebook logout.png|border|center]]

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:16. You ~~can use~~ the ~~same details as on this image~~.

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:3. You will be redirected to Facebook interface, where you just need to check the box with SimplyBook.me and select Remove option.

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[[File:~~Fb bot submission step 2~~.png | center]]

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[[File:Facebook remove simplybook.png|border|center]]

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~~:17. Submit your app for review.~~

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;How to add and use booking option on Instagram only

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~~[[File:Fb bot submission step 3.png | center]]~~

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:18. ~~You can also make~~ your ~~app live for approved users~~ to ~~test~~.

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

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:It will ~~become available~~ to ~~all~~ your ~~page visitors after Facebook approval.~~

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[[File:~~Fb bot make app public~~.png | center]]

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:2. Navigate to your profile and select to edit it.

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:3. Follow the steps 1-8 below to add Book button that will lead the customers to your booking site:

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[[File:Insta setup.png|border|center]]

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~~:19. It may take some time for Facebook to approve your application and your clients will be able to book using the chat bot.~~

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~~:Here you can see how approved request will look like ~~

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~~[[File:Bot approved.png | center]]~~

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;How to remove Book option from Instagram business page

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~~=Facebook Client Info=~~

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

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

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;~~How~~ to ~~use~~

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

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

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:Follow the steps 1-5 below to remove Book button:

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[[File:~~Facebook client info enable path~~.png | center]]

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[[File:Insta button removal.png|border|center]]

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~~:2. And the clients will be able to log in with their Facebook profiles on the booking site.~~

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~~[[File:Facebook client info client view.png | center]]~~

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~~[[File:Facebook client info client view logged.png | center]]~~

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=Facebook Bot=

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=~~Flexible Notifications~~=

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

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[[File:Facebook bot logo.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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~~;How~~ to ~~use~~

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Do you wish to add automated booking functionality to your Facebook fan page? Now it is possible with brand new Facebook bot custom feature.

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

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~~[[File:Flexible notifications enable path~~.~~png | center]]~~

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~~:2. Click on "Settings" near this feature.~~

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~~[[File:Flexible notifications settings path.png | center]]~~

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:3. ~~On the page you see press~~ "~~new flexible template settings~~".

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'''Please note!''' Facebook bot works in English only and provides only basic functionality, so for example [[Accept_payments_custom_feature|payments]], [[Client_Login_custom_feature|client login]], [[Membership_custom_feature|memberships]], [[Approve_Bookings_custom_feature|approve bookings]], etc. are not working there.

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[[File:~~Flexible notifications create new template~~.png| center]]

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Contact support for more details.

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:1. Enable Facebook Bot custom feature on your Custom Features page.

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[[File:Facebook bot enable v3.png | center]]

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:4. ~~In the new template select services to apply to bookings and/or select providers to apply to bookings. Then select notification type to add~~/~~change template and edit the text. Please use variables on the right to include~~ to ~~your templates if necessary~~.

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:2. Choose Settings near it to see basic instructions.

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[[File:~~Flexible template creation~~.png | center]]

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[[File: Facebook bot settings path.png | center]]

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--~~-----~~

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:3. Log into the [https://developers.facebook.com/ Facebook Developer Console].

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[[File:Facebook developers login new.png | center]]

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~~=Google Adwords and Analytics=~~

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~~<br~~>

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[~~[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~~

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

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[[File:~~Google analytics enable path~~.png | center]]

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:2. ~~Choose~~ "~~Settings~~"

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:4. Click on My Apps in the upper right-hand corner and choose to Add a New App"

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[[File:~~Google analytics settings path~~.png | center]]

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[[File:Fb create new app.png | center]]

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:3. ~~Fill in the boxes with the corresponding information~~.

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:5. Enter a name and contact email address and click on Create App ID.

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[[File:~~Google analytics settings v3~~.png | center]]

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[[File:Create new app id new.png | center]]

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:6. On the next page you will see scenarios. Please skip this step.

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[[File:Fb bot skip step.png | center]]

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~~;Where to find the details~~

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

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~~:Go to Analytics home, and click on "All Web Site data" in the top left corner~~.

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[[File:~~Analytics home~~.png | center]]

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:2. ~~In the pop-up you will see~~ your ~~Analytics ID~~

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:7. Add all basic information about your company and bot, required links, an icon as well as GDPR related information if necessary.

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[[File:~~Analytics id~~.png | center]]

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[[File:Fb bot add basic details.png | center]]

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:~~It should be in the format~~: UA-~~XXXXXXXX-X Where XXXXXXX-X is some number.~~

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:8. Then please click on + near Products on the left-side.

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:~~''An example of this id would be~~: UA-~~70295750-1'' ~~

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[[File:Fb bot products path.png | center]]

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

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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.~~

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

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:2. ~~Click Tools and select Conversions~~

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[[File:~~Conversions~~ path.png| center]]

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:3. ~~Click + to create conversions~~ and ~~select Website conversions~~.

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:9. Scroll the page you see a little bit and click the Set Up button for the Messenger option.

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[[File:~~New conversion step 1~~.png | center]]

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[[File:Fb bot messenger path.png | center]]

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:4. ~~Set up~~ the ~~options~~.

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:10. Under the Token Generation section, choose one of your Facebook pages, copy the token you get.

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[[File:~~New conversion step 2~~.png | center]]

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[[File:Fb bot token copy.png | center]]

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~~'''Google conversion value''' is~~ the ~~conversion value that~~ you ~~give~~ to ~~a client that hits your target. It can, for example, be set as 20 for $20 per conversion if~~ the ~~average price of your service is $20~~. ~~We set it default to 1, which could mean $1 value per conversion but you should change this to the right value for you~~.

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:If you see the following error while selecting the page you may need to edit the permissions.

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[[File:Fb bot error permissions.png | border|center]]

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~~:5. Select to insert the Tag yourself.~~

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[[File:Permission steps facebook.png |border|center]]

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[[File:~~New conversion step 3~~.png | center]]

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:6. Then ~~you~~ will ~~see a code like this~~:

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:11. Then Page Access Token will be generated. Enter it in Simplybook.me Facebook bot settings.

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[[File:~~New conversion step 4~~.png | center]]

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[[File:Fb bot token paste.png | center]]

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:12. Click the Setup Webhooks button under the Webhooks section and enter Callback URL and Verify token copied from SimplyBook.me Facebook Bot feature settings.

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[[File:Fb bot setup webhooks.png | center]]

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:13. Check the messages and messaging_postbacks options under Subscription Fields.

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~~<code>~~

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[[File:Fb bot setup webhooks step 2.png | center]]

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<!- ~~Event snippet for Testing conversion page~~ ->

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<~~script> ~~

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~~gtag('event', 'conversion', {'send_to'~~: ~~'AW~~-~~XXXXXXXXX/YYYYYYYY-YYYYYYYYYYY'})~~;~~<br~~>

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</~~script~~>

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<~~/code>~~

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~~ ~~

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~~where XXXXXXXXX is your conversion id(google_conversion_id value) and ~~

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~~YYYYYYYY~~-~~YYYYYYYYYYY is conversion label(google_conversion_label value)~~

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~~<br~~>

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~~:7. Use these details to add to the corresponding fields of this custom feature settings~~.

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[[File:~~Add conversion details to sbm~~.png | center]]

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:14. Click Verify and Save button.

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:15. Scroll to App Review for Messenger block, select the first option pages_messaging and add the details requested there.

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~~=Google Authenticator=~~

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[[File:Pages messaging add.png | center]]

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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.

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

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

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[[File:Fb bot submission step 1.png | center]]

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~~:As well it will not be possible to connect the account to~~ [[~~Zapier_integration | Zapier]].~~

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~~ ~~

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

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:1~~. Open “Custom features” page using left-side menu of your admin interface and find “Data Protection” section. Just click on “Enable” near “Google authenticator”~~

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~~[[File:Google authenticator enable path~~.png | center]]

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:2. ~~To set 2~~-~~step authentication please go to Manage//Users using left-side menu or click on “Settings”//”Set~~ up ~~2-step authentication” near this custom feature~~.

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:16. Complete the steps you see in the pop-up.(the steps may be changed by Facebook with time)

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[[File:~~Google authenticator settings path~~.png | center]]

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[[File:Fb but submit for review.png | center]]

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:3. ~~On Manage//Users page click on “+” and create all desired system users to be able to connect each to 2-step authentication~~.

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:17. Submit your app for review.

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[[File:~~Create users~~.png | center]]

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[[File:Fb bot submission step 3.png | center]]

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:~~4. Download “Google Authenticator” application from Google Play or App Store~~. You can ~~just scan QR-code in Manage//Users//select the user//Google Authenticator and immediately get~~ to ~~application~~ page.

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:18. You can also make your app live for approved users to test.

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[[File: ~~Ga application links~~.png | center]]

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:It will become available to all your page visitors after Facebook approval.

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[[File:Fb bot make app public.png | center]]

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:5. ~~In the same section scan QR-code with Google Authenticator~~ application on your ~~smartphone, enter~~ the ~~code~~ you see ~~in the app and click on "Connect" button.~~

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:19. It may take some time for Facebook to approve your application and your clients will be able to book using the chat bot.

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[[File:~~Connect ga to user v3~~.png | center]]

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:Here you can see how approved request will look like

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[[File:Bot approved.png | center]]

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:6. ~~All done! This user~~ can ~~now~~ log in in ~~more secure way!~~

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=Facebook Client Info=

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

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

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~~:Login process will look like as follows:~~

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;How to use

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:~~- open Simplybook.me site or direct link as companyname~~.~~simplybook~~.~~me ~~

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

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~~:- fill in all necessary details and password ~~

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[[File:Facebook client info enable path.png | center]]

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~~:- enter 6-digits code from Google Authenticator feature~~

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[[File:~~2-step authentication pop-up~~.png | center]]

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:2. And the clients will be able to log in with their Facebook profiles on the booking site.

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[[File:Facebook client info client view.png | center]]

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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~~.''

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[[File:Facebook client info client view logged.png | center]]

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[[File:~~Allow to log in without 2step auth~~.png | center]]

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=Flexible Notifications=

−

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

−

:~~1. Google Authenticator custom feature should be previously enabled by admin as described above~~.

+

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

−

~~:2. Open “Welcome” page~~ using ~~left-side menu~~ and ~~scan~~ the ~~code~~ to ~~download~~ the ~~application if~~ you ~~have not done this before.~~

+

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!

−

~~[[File:Connect ga as user v3 get the app.png | center]]~~

−

:3. Click on ~~“Connect/Change” link, scan the code, enter the code you get and save settings~~.

+

−

[[File:~~Connect ga as user v3~~.png | center]]

+

;How to use

+

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

+

[[File:Flexible notifications enable path.png | center]]

+

+

:2. Click on "Settings" near this feature.

+

[[File:Flexible notifications settings path.png | center]]

−

:4. ~~From now~~ you ~~will login in more secure way!~~

+

:3. On the page you see press "new flexible template settings".

+

[[File:Flexible notifications create new template.png| center]]

−

:~~Login process will look like as follows:~~

+

:4. In the new template select services to apply to bookings and/or select providers to apply to bookings. Then select notification type to add/change template and edit the text. Please use variables on the right to include to your templates if necessary.

−

~~:- open Simplybook~~.~~me site~~ or ~~direct link as https:~~/~~/companyname~~.~~simplybook~~.~~me ~~

+

[[File:Flexible template creation.png | center]]

−

:~~- fill in all necessary details and password ~~

−

~~:- enter 6-digits code from Google Authenticator feature~~

−

---------

+

-------

−

~~=Google Tag Manager=~~

−

~~[[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.~~

+

=Google Adwords and Analytics=

−

~~ ~~

−

~~;How to use~~

−

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

−

~~[[File:Google tag manager enable path.png | center]]~~

−

~~ ~~

−

~~:2. Sign up for a [https://tagmanager.google.com/#/home Google tag manager site]~~

−

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

+

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

−

~~ ~~

+

−

~~:4. Click on “Settings” near Google Tag manager on simplybook.me custom features page.~~

+

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.

−

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

+

−

~~ ~~

+

−

~~:5. Insert~~ the ~~container ID~~ on the ~~page you see~~.

+

−

~~[[File:Google tag manager settings v3.png | center]]~~

+

−

−

~~---------~~

−

~~=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.

−

~~ ~~

;How to use

−

:1. ~~To enable this option navigate to~~ Custom Features~~//Adding more to the Booking Website~~.

+

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

−

[[File: Google ~~translate~~ enable path.png |center]]

+

[[File:Google analytics enable path.png | center]]

−

:2. ~~To access available options for this functionality click on~~ "Settings" ~~button.~~

+

:2. Choose "Settings"

−

[[File:Google ~~translate~~ settings path.png| center]]

+

[[File:Google analytics settings path.png | center]]

−

:3. ~~Check~~ the boxes with ~~languages you wish your clients to be able to choose on~~ the ~~booking website~~.

+

:3. Fill in the boxes with the corresponding information.

−

[[File:Google ~~translate options~~ settings.png | center]]

+

[[File:Google analytics settings v3.png | center]]

−

:4. ~~Select~~ the ~~view mode to your taste~~.

+

−

[[File:~~Select view mode for google translate~~.png | center]]

+

;Where to find the details

+

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

+

:Go to Analytics home, and click on "All Web Site data" in the top left corner.

+

[[File:Analytics home.png | center]]

−

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

+

:2. In the pop-up you will see your Analytics ID

−

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

+

[[File:Analytics id.png | center]]

−

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

+

:It should be in the format: UA-XXXXXXXX-X Where XXXXXXX-X is some number.

−

+

:''An example of this id would be: UA-70295750-1''

−

~~--------~~

+

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

−

+

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

−

+

:2. Click Tools and select Conversions

−

~~=Group Bookings=~~

+

[[File:Conversions path.png| center]]

−

~~ ~~

−

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

−

~~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.~~

−

+

:3. Click + to create conversions and select Website conversions.

−

~~;How to use~~

+

[[File:New conversion step 1.png | center]]

−

: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//Providers//~~select ~~necessary provider//Service provider details//How many clients can this provider serve at same time? and set the X number of clients~~.

−

[[File:~~Number of clients per provider~~.png | center]]

−

:2. ~~Activate Group Bookings custom feature on your Custom features page~~

+

:4. Set up the options.

−

[[File:~~Group bookings enable path~~.png | center]]

+

[[File:New conversion step 2.png | center]]

−

:3. Go to ~~its settings("Notifications" button)~~

+

'''Google conversion value''' is the conversion value that you give to a client that hits your target. It can, for example, be set as 20 for $20 per conversion if the average price of your service is $20. We set it default to 1, which could mean $1 value per conversion but you should change this to the right value for you.

−

~~[[File:Group bookings settings path~~.~~png | center]]~~

−

:4. ~~Here you can specify how many people can be booked in same booking, by same client and edit notification templates related~~ to ~~this feature~~.

+

:5. Select to insert the Tag yourself.

−

[[File:~~Group bookings settings v3~~.png | center]]

+

[[File:New conversion step 3.png | center]]

−

~~'''How~~ will ~~it look~~ like ~~on the booking page~~:~~'''~~

+

:6. Then you will see a code like this:

−

~~ ~~

+

[[File:New conversion step 4.png | center]]

−

~~:The clients will be able to use the arrows to choose the number of participants(the look ay differ depending on the theme you have).~~

−

[[File:~~Group bookings client view~~.png ‎| center]]

−

----~~---~~

+

<code>

−

+

<!- Event snippet for Testing conversion page ->

−

~~=HIPAA=~~

+

−

+

gtag('event', 'conversion', {'send_to': 'AW-XXXXXXXXX/YYYYYYYY-YYYYYYYYYYY'});

−

~~[[File~~:~~Hipaa new icon~~.~~png ‎|left]]~~

+

</script>

+

</code>

+

+

where XXXXXXXXX is your conversion id(google_conversion_id value) and

+

YYYYYYYY-YYYYYYYYYYY is conversion label(google_conversion_label value)

+

+

:7. Use these details to add to the corresponding fields of this custom feature settings.

−

~~Available with Standard and Premium(former Gold and Platinum) subscriptions~~.

+

[[File:Add conversion details to sbm.png | center]]

−

The personal information custom feature is designed to help [https://simplybook.me SimplyBook.me] users to protect their client's and patient's data. It does not replace user's own security procedures but enhances [https://simplybook.me SimplyBook.me] data security by using double authentication during login process for all users who access the system (users need to register their mobile phone number to receive authentication code SMS(you need SMS credits for this) or connect [[Custom_Features#Google_Authenticator | Google Authenticator~~]] using corresponding custom feature). This custom feature includes a “Timeout” setting which automatically logs user out to reduce the risk of unauthorized users accessing the system.~~

+

−

~~The system blocks all access for~~ [~~https~~:~~//simplybook.me SimplyBook] support personnel further reducing access by unrelated people to the system~~. ~~It is possible to further reduce exposure of personal information to unauthorized people by using the [[Custom_Features#Clean_History~~ | ~~Clean History custom feature~~]]~~. This way old data gets deleted and is therefore not accessible.~~ ~~ ~~

+

-------

−

~~'''Please note!'''~~

+

=Google Authenticator=

−

*This custom feature does NOT replace the [https://simplybook.~~me SimplyBook~~.~~me] user~~'~~s own security controls which also need to~~ be ~~in place for client and patient data protection. Please refer~~ to ~~relevant documentation in~~ your ~~country and get assistance from qualified advisors in the field of client/patient data protection~~.

+

−

*[service] and [client] variables in notification templates do not work when this ~~Custom Feature is enabled due to security reasons.~~

+

−

*It is not possible to connect the account to [[Zapier_integration | Zapier]] if you are using HIPAA feature.

+

[[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.

−

;~~How to use~~

+

Free custom feature!

−

:~~1. Enable HIPAA features on your Custom Features page.~~

−

:~~''When you enable this feature [[Custom_Features#SSL| SSL~~ custom feature~~]] and [[Custom_Features#Google_Authenticator | Google Authenticator]] will be enabled as well to add security to client side.''~~

−

~~[[File:Hipaa enable path.png | center]]~~

−

:2. Go to ~~its settings~~ to ~~set timeout period~~ and ~~email address to be notified about new log ins~~.

+

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

−

[[File:~~Hipaa settings~~ path.png | center]]

+

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

+

+

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

+

+

:1. Open “Custom features” page using left-side menu of your admin interface and find “Data Protection” section. Just click on “Enable” near “Google authenticator”

+

[[File:Google auth enable path free.png | center]]

−

[[File:~~Hipaa~~ settings v3.png | center]]

+

:2. To set 2-step authentication please go to Manage//Users using left-side menu or click on “Settings”//”Set up 2-step authentication” near this custom feature.

+

[[File:Google auth settings path free.png | center]]

−

:3. ~~Validate main admin phone number~~.

+

:3. On Manage//Users page click on “+” and create all desired system users to be able to connect each to 2-step authentication.

+

[[File:Create users.png | center]]

−

~~;How to validate phone number~~

+

:4. Download “Google Authenticator” application from Google Play or App Store. You can just scan QR-code in Manage//Users//select the user//Google Authenticator and immediately get to application page.

−

+

[[File: Ga application links.png | center]]

−

:1. ~~After you enabled HIPAA Custom Feature press "validate admin phone number" in alert message you see at the top of your admin page.~~

−

:2. You ~~will be transferred to~~ Manage//Users ~~page. Select main admin~~ user~~, insert the phone~~ and ~~press "Generate a check-code~~ to ~~validate phone"~~.

−

[[File:~~Hipaa validate phone v3~~.png | center]]

−

:3. ~~You will receive sms with~~ the code, enter the code ~~into~~ the ~~"Validation code" field~~ and ~~press~~ "~~Confirm the check-code~~".

+

:5. In the same section scan QR-code with Google Authenticator application on your smartphone, enter the code you see in the app and click on "Connect" button.

−

[[File:~~Hipaa confirm code~~.png|center]]

+

[[File:Connect ga to user v3.png | center]]

−

:4. ~~Get a success message that the code is confirmed.~~

+

:6. All done! This user can now log in in more secure way!

−

~~[[File:Hipaa validated number.png | center]]~~

−

--~~-----~~

+

:Login process will look like as follows:

−

+

:- open Simplybook.me site or direct link as companyname.simplybook.me

−

~~=HTML Description Field for Events=~~

+

:- fill in all necessary details and password

−

+

:- enter 6-digits code from Google Authenticator feature

−

[[File:~~Html description new icon~~.png ‎|~~left~~]]

+

[[File:2-step authentication pop-up.png | center]]

+

+

−

~~Allows inserting HTML formatting (background~~ and ~~font color, bold, italic, underline, alignment and other HTML elements) for Service, Service Providers, Locations and Categories description fields.~~

+

''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:Allow to log in without 2step auth.png | center]]

−

~~;How~~ to ~~use~~

−

~~:1. Enable this functionalitty on your Custom Features page.~~

−

~~[[File:Html description filed enable path.png | center]]~~

−

~~ ~~

−

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

−

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

−

~~:Edit description and save settings~~

−

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

−

~~--------~~

−

~~=Import Clients=~~

+

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

−

~~[[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.~~

−

~~ ~~

−

~~:'''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.~~

−

:~~'''Please note''' that this~~ feature ~~is available with Standard~~ and ~~Premium subscriptions only(former Advanced, Gold and Platinum)~~.

+

:1. Google Authenticator custom feature should be previously enabled by admin as described above.

−

:~~It is only possible to import 500 clients by default~~. If you ~~need to import more please contact support for details~~.

+

:2. Open “Welcome” page using left-side menu and scan the code to download the application if you have not done this before.

+

[[File:Connect ga as user v3 get the app.png | center]]

+

+

:3. Click on “Connect/Change” link, scan the code, enter the code you get and save settings.

+

[[File:Connect ga as user v3.png | center]]

−

~~'''How to use this option~~:~~'''~~

+

:4. From now you will login in more secure way!

−

~~:1. Enable "Import Clients" custom feature on your Custom features page:~~

−

~~[[File:Import clients enable path~~.~~png | center]]~~

−

:~~2. Prepare your Excel file.~~

+

:Login process will look like as follows:

−

:- ~~No text above the list of clients should be written~~

+

:- open Simplybook.me site or direct link as https://companyname.simplybook.me

−

:- ~~Make sure~~ all ~~cells are correctly displayed~~

+

:- fill in all necessary details and password

−

:- ~~Save file in .csv format with comma separation.~~

+

:- enter 6-digits code from Google Authenticator feature

−

~~: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~~]]

+

=[[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.

+

Free custom feature!

−

:4. ~~Press~~ "~~Choose file~~" ~~and select the prepared file~~.

+

−

[[File:~~Import clients file upload step1~~.png | center]]

+

;How to use:

+

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

+

[[File:Google business enable path.png | border| center]]

−

:5. ~~Assign values~~ to ~~the columns from drop~~-~~down lists in the upper bar (above each column, marked with black arrows). Assign "name~~", ~~"email" and "phone"~~.

+

:2. Navigate to Settings to create Google Business account if you do not have one yet, or connect already existing Google Business account.

−

[[File: ~~Import clients assigning column headers~~.png | center]]

+

[[File:Google business settings path.png | border| center]]

−

:6. ~~Press "Confirm clients import".~~

+

[[File:Google business account.png|border| center]]

−

~~:''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''~~

−

;If you ~~can't import clients~~, ~~please check~~ the ~~possible reasons~~:

+

:3. Give the necessary permissions so that it will be possible to see and edit your location(s) in SimplyBook.me.

−

:1. ~~Format of~~ .~~csv file is incorrect~~. ~~It should~~ be saved in .~~csv with comma or tab separation~~.

+

−

:2. ~~There~~ is ~~some text above~~ the ~~data or unnecessary columns that prevent successful import~~. Please ~~delete~~ the ~~text~~.

+

:4. If you already have some locations in Google Business you will be able to see them on the left side of the page.

−

:3. ~~Values are~~ not ~~assigned~~. ~~Use drop~~-~~down menus above the columns to assign values~~ "~~name", "email", "phone", etc~~.

+

[[File:Google business locations.png | center]]

+

+

:5. Just click on one of them if you need to make some edits and enable the option Update address in the profile, make the necessary changes and re-save the location for the information to be updated on Google side

+

[[File:Google business update address.png | center]]

+

+

:or choose + option to add a new business address.

+

[[File:Google business add location.png | border| center]]

+

+

:6. After you have added the address, click on Save and Close and you will have the possibility to proceed to the business location verification on Google side(it may take some time).

+

:You can also close the pop-up and get back to the verification step later(there will be Verify now button for each saved and synced business location).

+

:As soon as your location is verified by Google(you will see the verification process steps while following Google instuctions) your business will appear in search and on Google Maps.

+

[[File:Google business verify link.png | border| center]]

+

+

:7. When you save the location the following information is passed to Google about your company:

+

:*business location title;

+

:*company working hours;

+

:*company phone number;

+

:*booking site link;

+

:*business category(as Google categories differ the best matching one will be found).

+

[[File:Google business location info.png |border| center]]

+

+

:'''Please note''', if you have changed some of these details in your SimplyBook.me account you will need to re-save the business location in Google Business feature settings for the details to be updated on Google side.

+

+

:8. You can also edit your business location details on Google side if necessary. Simply click on Edit on GMB button at the top(appears for saved and synced locations).

+

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

+

+

:9. If some location(s) become not relevant for your business anymore you can easily delete them in this feature settings. Just click on Delete on GMB option.

+

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

−

~~--------~~

−

~~=Insights=~~

−

~~ ~~

−

~~[[File:Insights new icon.png ‎|left]]~~

−

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

+

---------

+

=Google Tag Manager=

−

~~Providers availability~~, ~~total bookings~~, ~~payment per provider etc~~

+

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

−

~~ ~~

+

;How to use

−

:1. Enable ~~Insights on~~ your Custom features ~~page~~.

+

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

−

[[File:~~Insights~~ enable path.png | center]]

+

[[File:Google tag manager enable path.png | center]]

−

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

+

:2. Sign up for a [https://tagmanager.google.com/#/home Google tag manager site]

−

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

−

~~ ~~

−

~~-------~~

−

~~=Instagram Photo Sharing=~~

−

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

+

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

−

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

−

~~ ~~

−

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

−

:1. ~~To enable this~~ custom ~~feature please go to Custom~~ features page ~~and click on “Enable” near “Instagram photo sharing” option~~.

+

:4. Click on “Settings” near Google Tag manager on simplybook.me custom features page.

−

[[File:~~Instagram photo sharing enable~~ path.png | center]]

+

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

−

:2. ~~Then please choose “Settings” near this custom feature~~

+

:5. Insert the container ID on the page you see.

−

[[File:~~Instagram photo sharing~~ settings ~~path~~.png | center]]

+

[[File:Google tag manager settings v3.png | center]]

−

~~:3. You will get to the page where you will be able to connect your Instagram account.~~

+

---------

−

~~:Just click on “Authorization”, fill in your Instagram username and password. ~~

+

=Google Translate=

−

[[File:~~Instagram photo sharing settings v3~~.png| ~~center~~ ]] ~~[[File:Instagram login~~.~~png | center]]~~

+

[[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.

−

:4. ~~If you have many posts within your Instagram account you can set how many images~~ to ~~display per page~~.

+

;How to use

−

[[File:~~Instagram number of images per page~~.png | center]]

+

:1. To enable this option navigate to Custom Features//Adding more to the Booking Website.

+

[[File: Google translate enable path.png |center]]

−

~~You have it set now and~~ your ~~Instagram images will~~ be ~~displayed on separate tab~~ on the booking ~~site~~.

+

:2. To access available options for this functionality click on "Settings" button.

−

[[File:~~Instagram on booking page~~.png | center]]

+

[[File:Google translate settings path.png| center]]

−

+

+

:3. Check the boxes with languages you wish your clients to be able to choose on the booking website.

+

[[File:Google translate options settings.png | center]]

−

~~'''Please note!'''~~

+

:4. Select the view mode to your taste.

+

[[File:Select view mode for google translate.png | center]]

−

~~- When you add images~~ to your ~~Instagram they will be updated on the~~ booking page ~~within an hour. If you wish it to happen sooner please click on “Refresh now” on this custom feature “Settings” page~~.

+

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

−

[[File:~~Instagram refresh option~~.png | center]]

+

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

−

- ~~If Instagram post consists of several images~~/~~photos only first one will be displayed on the booking site~~.~~ ~~

+

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

−

- ~~Unfortunately currently videos cannot be played and will look like an image.~~

−

-------

+

--------

+

−

~~=Intake Forms=~~

−

~~ ~~

−

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

−

~~ ~~

−

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

−

~~ ~~

−

~~;How to use~~

+

=Group Bookings=

−

:1. ~~Enable Intake Forms~~ Custom Feature in the Custom Feature ~~section/~~/~~Adding more to the booking page~~.

+

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[[~~File:Intake forms enable path.png~~ | ~~center~~]]

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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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:2. Go to ~~its settings~~ or to Manage//~~Intake forms page~~.

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[[File:~~Intake forms settings path~~.png | center]]

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;How to use

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: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//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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[[File:Number of clients per provider.png | center]]

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:3. ~~Press "+" button in the settings of~~ Custom ~~Feature to create a new form.~~

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:2. Activate Group Bookings custom feature on your Custom features page

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[[File:~~Create new intake form v3~~.png | center]]

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[[File:Group bookings enable path.png | center]]

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:4. ~~In the field "Question title" write the question you want your clients to answer. For example: Age, preferences, Do you have any health problems?, etc.~~

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:3. Go to its settings("Notifications" button)

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~~:5. Choose the field type:~~

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[[File:Group bookings settings path.png | center]]

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~~:'''digits only''' - allows entering only numbers. Useful when you need to know the age, height or any other information that will require only digits.~~

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~~:'''single line''' - usually used for short answers~~

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~~:'''multiple lines''' - use this type of filed if you expect lengthy explanations from your clients~~

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~~:'''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".~~

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~~:'''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.~~

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~~:'''date''' - creates date selection option with calendar~~

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[[File:~~Intake forms fields types~~.png ‎|center]]

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:6. ~~Make it rather obligatory or not with the help of "optional" switcher.~~

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:4. Here you can specify how many people can be booked in same booking, by same client and edit notification templates related to this feature.

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~~:7. If~~ you ~~wish to relate form with certain services~~, ~~choose "Services, attached~~ to this ~~field" tab and check the boxes near corresponding services~~.

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[[File:Group bookings settings v3.png | center]]

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

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

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'''How will it look like on the booking page:'''

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

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:The clients will be able to use the arrows to choose the number of participants(the look ay differ depending on the theme you have).

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[[File:Group bookings client view.png ‎| center]]

-------

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=~~Limit Bookings~~=

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=HIPAA=

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

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[[File:Hipaa new icon.png ‎|left]]

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This Custom Feature allows you to restrict booking quantity which can be booked at the same time. This Custom Feature is useful when your services require additional things like dental chair or room in the studio etc. When the booking limit is reached the corresponding time interval will looks like breaktime at the booking page (and in the admin interface if you haven't set to skip this restrictions for admin). It is possible to limit booking number at the same time generally, and also you can set certain limit for each service separately.

−

+

Available with Standard and Premium(former Gold and Platinum) subscriptions.

−

<~~pre~~>~~For example, you have 2 providers and 1 room and both of your providers are available at 10~~.00.

+

−

~~Each of providers is set up~~ to ~~serve 1 person at a time~~ and ~~totally, 2 people can book service at 10~~.00.

+

The personal information custom feature is designed to help [https://simplybook.me SimplyBook.me] users to protect their client's and patient's data. It does not replace user's own security procedures but enhances [https://simplybook.me SimplyBook.me] data security by using double authentication during login process for all users who access the system (users need to register their mobile phone number to receive authentication code SMS(you need SMS credits for this) or connect [[Custom_Features#Google_Authenticator | Google Authenticator]] using corresponding custom feature). This custom feature includes a “Timeout” setting which automatically logs user out to reduce the risk of unauthorized users accessing the system.

−

~~But~~ you need to ~~limit that number~~ to ~~1 person, because only 1 room~~ is ~~available~~.

+

The system blocks all access for [https://simplybook.me SimplyBook] support personnel further reducing access by unrelated people to the system. It is possible to further reduce exposure of personal information to unauthorized people by using the [[Custom_Features#Clean_History | Clean History custom feature]]. This way old data gets deleted and is therefore not accessible.

−

~~You~~ need to ~~enable Limit Bookings Custom Feature~~ and ~~set it~~ to 1.

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'''Please note!'''

−

~~In such way,~~ when ~~someone books 10~~.~~00, this time will be closed for another provider~~.~~</pre>~~

+

*This custom feature does NOT replace the [https://simplybook.me SimplyBook.me] user's own security controls which also need to be in place for client and patient data protection. Please refer to relevant documentation in your country and get assistance from qualified advisors in the field of client/patient data protection.

+

*[service] and [client] variables in notification templates do not work when this Custom Feature is enabled due to security reasons.

+

*It is not possible to connect the account to [[Custom_Features#Zapier_Connector | Zapier]] if you are using HIPAA feature.

;How to use

−

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

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:1. Enable HIPAA features on your Custom Features page.

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[[File:~~Limit bookings~~ enable path.png | center]]

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:''When you enable this feature [[Custom_Features#SSL| SSL custom feature]] and [[Custom_Features#Google_Authenticator | Google Authenticator]] will be enabled as well to add security to client side.''

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[[File:Hipaa enable path.png | center]]

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:2. Go to its settings ~~if you need~~ to ~~limit number of bookings at a time for the whole system~~.

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:2. Go to its settings to set timeout period and email address to be notified about new log ins.

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[[File:~~Limit bookings~~ settings path.png | center]]

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[[File:Hipaa settings path.png | center]]

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~~:3. Indicate the necessary amount in the corresponding box.~~

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[[File:Hipaa settings v3.png | center]]

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[[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/class~~.

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:3. Validate main admin phone number.

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

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;How to validate phone number

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:1. After you enabled HIPAA Custom Feature press "validate admin phone number" in alert message you see at the top of your admin page.

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:2. You will be transferred to Manage//Users page. Select main admin user, insert the phone and press "Generate a check-code to validate phone".

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[[File:Hipaa validate phone v3.png | center]]

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:3. You will receive sms with the code, enter the code into the "Validation code" field and press "Confirm the check-code".

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[[File:Hipaa confirm code.png|center]]

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:4. Get a success message that the code is confirmed.

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[[File:Hipaa validated number.png | center]]

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-------

−

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=HTML Description Field for Events=

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=~~Membership~~=

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

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[[File:Html description new icon.png ‎|left]]

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

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Allows inserting HTML formatting (background and font color, bold, italic, underline, alignment and other HTML elements) for Service, Service Providers, Locations and Categories description fields.

−

~~[http~~:~~//appointmentschedulingnews.com/membership-booking-software~~-feature~~-in-simplybook-me~~/ ~~Here] you can check more cases when Membership can be useful.~~

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Free custom feature!

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~~[https~~:~~//www.youtube~~.~~com/watch?v=sZXgGX7xoC0&feature=youtu.be Here] you can see video tutorial how to set it up~~.

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;How to use

−

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

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~~ ~~

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[[File:Html enable path free.png | center]]

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~~'''Please note!''' This feature is not compatible with~~ [[~~Custom_Features#Clean_History~~ | ~~Clean History~~]] ~~and does not work with mobile apps.~~

−

:~~'''How to enable Membership custom feature'''~~

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

−

~~To enable this option please go~~ to ~~Custom Features~~ section ~~in your admin interface, find “Membership”~~ and ~~click~~ on ~~enable near it~~.

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

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:Edit description and save settings

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[[File:~~Membership enable path~~.png | center]]

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

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~~'''Please note!''' [[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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=Import Clients=

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[[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.

−

:~~'''How to create Membership'''~~

+

Free custom feature!

−

~~After you have enabled this Custom Feature you can go to Manage/~~/Memberships and click on “+” icon to create new membership. In “Membership details” tab you will be able to set membership title, image, its duration, number of sessions included and price.

−

~~<br~~>

−

~~[[File:Create new membership v3.png | center]]~~

−

It is ~~possible~~ to ~~set different First payment~~ and ~~Recurring prices if~~ you ~~wish, for example,~~ to ~~suggest lower price to regular customers~~.

+

:'''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.

−

~~[[File~~:~~Membership price1~~.~~png| center]]~~

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:'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).

+

:It is only possible to import 500 clients by default. If you need to import more please contact support for details.

−

'''~~Please note!~~''' ~~Recurring membership payments can work with Stripe payment processor only~~.

+

'''How to use this option:'''

+

:1. Enable "Import Clients" custom feature on your Custom features page:

+

[[File:Import clients enable path free.png | center]]

−

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~~.

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:2. Prepare your Excel file.

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:- No text above the list of clients should be written

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~~ ~~

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:- Make sure all cells are correctly displayed

−

:~~'''How to add service to Membership'''~~

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:- Save file in .csv format with comma separation.

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~~In “Services, attached to this membership” tab you will be able to check~~ the ~~boxes with services you wish to be attached to this Membership. It will~~ be ~~possible to book this service only if a client has purchased this Membership.~~

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~~ ~~

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~~[[File~~:~~Attach services to membership~~.~~png | center]]~~

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~~You have to add at least one service to membership~~ to ~~make it working.~~

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:3. Go to Manage//Clients//Import from CSV or simply click on "Settings" near this custom feature.

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[[ File:Import clients file upload path.png | center]]

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~~ ~~

−

~~:'''Where will be Memberships displayed~~ on ~~the booking page'''~~

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~~After you enable~~ this custom feature ~~Membership tab will appear on the booking page~~.

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~~ ~~

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[[File:~~Membership tab~~.png | center]]

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~~As well if clients click on~~ the ~~service related to membership but have not purchased it yet they will get a pop-up suggesting to purchase it. If they agree they will be redirected to Memberships page~~.

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:4. Press "Choose file" and select the prepared file.

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~~ ~~

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[[File:Import clients file upload step1.png | center]]

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[[File:~~Membership confirm~~.png | center]]

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:5. Assign values to the columns from drop-down lists in the upper bar (above each column, marked with black arrows). Assign "name", "email" and "phone".

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[[File: Import clients assigning column headers.png | center]]

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+

:6. Press "Confirm clients import".

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:''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''

+

+

;If you can't import clients, please check the possible reasons:

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:1. Format of .csv file is incorrect. It should be saved in .csv with comma or tab separation.

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:2. There is some text above the data or unnecessary columns that prevent successful import. Please delete the text.

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:3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.

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+

--------

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=Insights=

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:~~'''Where can i check payments my clients made for memberships'''~~

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[[File:Insights new icon.png ‎|left]]

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~~You will be able to see that information in Reports//Membership payments. ~~

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−

~~If client has chosen "Pay Later" option instead~~ of ~~paying online you will be able to approve such membership purchases there. ~~

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

−

~~Only after~~ your ~~approval the client will be able to book the services related to the selected membership~~.

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~~ ~~

−

~~:'''How will be my clients notified about purchase/renewal'''~~

+

Providers availability, total bookings, payment per provider etc

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~~The system will notify the client about recurring~~ payment ~~coming soon and membership period coming to an end to remind. There are notification about successful and unsuccessful recurring payments.~~

+

−

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;How to use

−

~~You can enable/disable some notifications related~~ to ~~all~~ your ~~memberships in Manage//Memberships//Membership details//Configure membership notifications or in~~ Custom features~~//Membership//Settings//Notifications~~.

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:1. Enable Insights on your Custom features page.

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[[File:~~Membership notification types~~.png | center]]

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

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~~ ~~

−

~~As well you can adjust templates according to your needs there. Please use variables listed on the right side of the page if necessary so that relevant details will be reflected in notifications.~~

−

:~~'''How to add membership~~ to ~~client from admin side'''~~

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

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~~If your client has paid you in cash~~ or ~~you just wish to give somebody free membership please go to Manege~~//~~Clients page,~~

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

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~~click on "Edit" near necessary client there~~.

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[[File:~~Attach membership from admin side v3~~.png | center]]

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~~Then select "memberships" tab in the pop~~-~~up that will appear and click on "Add new"~~

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-------

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[[File:~~Attach membership from admin side step2 v3~~.png | ~~center~~]]

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=Instagram Photo Sharing=

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

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

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~~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~~.

+

'''How to use:'''

−

[[File:~~Attach membership to client2~~.png | center]]

+

+

:1. To enable this custom feature please go to Custom features page and click on “Enable” near “Instagram photo sharing” option.

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[[File:Instagram photo sharing enable path.png | center]]

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~~As a result~~ you will ~~see membership successfully added~~.

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:2. Then please choose “Settings” near this custom feature

−

You will ~~also see active clients~~' ~~memberships with number of sessions left~~.

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[[File:Instagram photo sharing settings path.png | center]]

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[[File:~~Membership status admin side2~~.png | center]]

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+

:3. You will get to the page where you will be able to connect your Instagram account.

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:Just click on “Authorization”, fill in your Instagram username and password.

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[[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.

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[[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.

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[[File:Instagram on booking page.png | center]]

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'''Please note!'''

+

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- When you add images to your Instagram they will be updated on the booking page within an hour. If you wish it to happen sooner please click on “Refresh now” on this custom feature “Settings” page.

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[[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.

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- Unfortunately currently videos cannot be played and will look like an image.

-------

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=~~Multiple Bookings~~=

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=Intake Forms=

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+

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

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

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

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Allows clients to book more than one service before they check-out and pay for all booking with one payment. This Custom Feature adds "Book and add more" button to the "Details" step on the booking page. This Custom Feature allows clients to book several services on different time or day of the week.

+

−

~~ ~~

−

:'''Please note!''' "Book and add more" button will not be shown if you are using classes timeline on the booking site, if several participants are selected with [[Custom_Features#Group_Bookings | group booking]] or if the service is recurring.

−

~~ ~~

;How to use

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:1. Enable ~~Multiple bookings custom feature on your custom features~~ page.

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:1. Enable Intake Forms Custom Feature in the Custom Feature section//Adding more to the booking page.

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[[File:~~Multiple bookings~~ enable path.png | center]]

+

[[File:Intake forms enable path.png | center]]

−

:2. ~~You can edit notification templates related in the Settings("Notifications" button) section~~.

+

:2. Go to its settings or to Manage//Intake forms page.

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[[File:~~Multiple bookings~~ settings path~~.png | center]]~~

+

[[File:Intake forms settings path.png | center]]

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~~[[File:Multiple bookings notifications~~.png | center]]

−

:3. ~~Here is how it will look like on~~ the ~~client side in one~~ of ~~the themes~~.

+

:3. Press "+" button in the settings of Custom Feature to create a new form.

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[[File:~~Book and add more~~ v3.png | center]]

+

[[File:Create new intake form v3.png | center]]

−

-------

+

:4. In the field "Question title" write the question you want your clients to answer. For example: Age, preferences, Do you have any health problems?, etc.

−

+

:5. Choose the field type:

−

~~=Multiple Locations=~~

+

:'''digits only''' - allows entering only numbers. Useful when you need to know the age, height or any other information that will require only digits.

−

+

:'''single line''' - usually used for short answers

−

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

+

:'''multiple lines''' - use this type of filed if you expect lengthy explanations from your clients

−

+

:'''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.

−

~~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~~.

+

:'''date''' - creates date selection option with calendar

−

+

[[File:Intake forms fields types.png ‎|center]]

−

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

+

−

[[~~File:Locations booking page view.png~~ | ~~center~~]]

+

:6. Make it rather obligatory or not with the help of "optional" switcher.

+

:7. If you wish to relate form with certain services, choose "Services, attached to this field" tab and check the boxes near corresponding services.

+

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

+

+

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

+

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

+

+

-------

+

=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.

+

You can set the time when the customer will be redirected to home page of the booking site or to the beginning of the services booking steps in case you use widget after he/she completes the booking or if the page is left inactive.

+

+

'''Please note!''' This feature is not compatible with [[Custom_Features#Take_Me_Back_Home |Take me Back Home]] custom feature.

;How to use

−

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

+

:1. Enable this feature on your Custom features page, Other section.

−

[[File:~~Multiple locations enable path~~.png | center]]

+

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

+

+

:2. Select if you wish to clear client data with each new booking, set redirect time for after booking completion and in case of inactivity on the booking site on the settings side of the page.

+

[[File:Kiosk settings overview.png|border|center]]

+

+

Save your preferences and you are done!

−

~~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 ]] ~~

−

~~3. Click on "Location providers" tab for corresponding location and check necessary boxes to connect service providers with location. ~~

−

~~[[File:Attach providers to locations v3.png |center]] ~~

−

~~4. (Optional) In Settings // General settings // Email and SMS settings insert the following variables into your email templates: ~~

−

~~[[File:Add location variables to templates.png | center ]] ~~

−

~~:'''[location]''' - value of field "Location name"~~

−

~~:'''[location_address]''' - value of field "Location address"~~

−

~~:'''[location_phone]''' - value of field "Location phone"~~

−

~~;How to set schedule for location?~~

−

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

−

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

−

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

−

~~ ~~

−

~~;How can I relate service to location.~~

−

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

−

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

−

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

−

~~ ~~

-------

−

=~~News~~=

+

=Limit Bookings=

−

[[File:~~News~~ new icon.png ‎|left]]

+

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

−

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

+

This Custom Feature allows you to restrict booking quantity which can be booked at the same time. This Custom Feature is useful when your services require additional things like dental chair or room in the studio etc. When the booking limit is reached the corresponding time interval will looks like breaktime at the booking page (and in the admin interface if you haven't set to skip this restrictions for admin). It is possible to limit booking number at the same time generally, and also you can set certain limit for each service separately.

−

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

+

−

+

+

<pre>For example, you have 2 providers and 1 room and both of your providers are available at 10.00.

+

Each of providers is set up to serve 1 person at a time and totally, 2 people can book service at 10.00.

+

But you need to limit that number to 1 person, because only 1 room is available.

+

You need to enable Limit Bookings Custom Feature and set it to 1.

+

In such way, when someone books 10.00, this time will be closed for another provider.</pre>

+

;How to use

−

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

+

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

−

[[File:~~News enable~~ path.png | center]]

+

[[File:Limit bookings enable path.png | center]]

+

+

:2. Go to its settings if you need to limit number of bookings at a time for the whole system.

+

[[File:Limit bookings settings path.png | center]]

−

:2. ~~Click on "Settings" near this option~~.

+

:3. Indicate the necessary amount in the corresponding box.

−

[[File:~~News settings path~~.png | center]]

+

[[File:Limit bookings system limit v3.png | center]]

−

:3. ~~Create~~ the ~~posts on~~ the ~~page you see by clicking on "+" button~~.

+

: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:~~Add new news item~~ v3 ~~updated~~.png | center]]

+

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

+

-------

−

=~~Packages~~=

+

=Line Bot=

−

~~[[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 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.

+

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

+

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.

−

:~~'''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~~.

+

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).

−

+

+

+

Please note:

+

*In service/provider/[[Service_Categories_custom_feature|category]]/[[Multiple_Locations_custom_feature|location]] descriptions limited number of symbols can be displayed.

+

*In [[Intake_Forms_custom_feature|intake forms]] drop-down options no more than 20 symbols can be displayed.

+

*It is not possible to hide images on the booking steps.

−

~~Video tutorial available '''''[https~~:~~//www~~.~~youtube~~.~~com~~/~~watch?v~~=~~aVVJ3f6pqek&~~feature~~=youtu~~.~~be here~~]~~'''''~~

+

;How to use:

+

:1. Go to SimplyBook.me admin side, custom features page and enable Line bot custom feature.

+

[[File:Line bot enable path.png | border| center]]

−

~~;How to use~~

+

:2. Navigate to its settings.

−

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

+

[[File:Line bot settings path.png | border| center]]

−

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

−

~~<mobileonly>~~[[File:~~M packages enable~~ path.png | center]]~~</mobileonly>~~

−

:2. ~~Then choose “Settings” option.~~

+

:3. Log in to [https://developers.line.biz/en/ LINE Developers page] and create Provider following the instructions listed there.

−

<~~nomobile~~>[~~[File~~:~~Packages settings path~~.~~png | center]~~]</~~nomobile~~>

+

[[File:Line create new provider.png | border | center]]

−

<~~mobileonly~~>[[File:~~M packages settings path~~.png | center]]~~</mobileonly>~~

−

:3. ~~Just click on “+” button to~~ create ~~a new package. The form will appear on the right side of the page.~~

+

:4. Then create new channel, adding the necessary details, confirming them and agreeing to LINE Terms of Service and other required options.

−

<~~nomobile~~>~~[[File:Create~~ new ~~package.png | center]]~~</~~nomobile~~>

+

[[File:Line creat new channel.png | border| center]]

−

~~<mobileonly>~~[[File:~~M create~~ new ~~package~~.png | center]]~~</mobileonly>~~

−

:4. Insert package name, add a description (you can even use HTML formatting for a better look) and image. At this point you can also set the package price: you can specify the cost (if you want to make a discount, for example) or skip price box to later keep the total cost of all the elements included.

+

[[File:Line create new channel-messaging api.png | border| center]]

−

~~:'''Please note,''' it is not possible to create a package without setting a price.~~

−

~~<nomobile>~~[[File:~~Add~~ new ~~package details~~.png | ~~center]]</nomobile>~~

−

~~<mobileonly>[[File:M add new package details.png~~ | center]]~~</mobileonly>~~

−

:5. ~~Define~~ the ~~validity period of the package and set the number of sets available (unlimited by default).~~

+

:5. An application will be created, please click on it to get to the channel credentials.

−

~~<nomobile>[[File:Package duration and limit.png | center]]</nomobile>~~

−

~~<mobileonly>[[File:M package duration and limit~~.~~png | center]]</mobileonly>~~

−

:6. ~~Proceed~~ to ~~adding services, products and add~~-~~ons to the package~~. ~~You will see three corresponding sections below.~~

+

:6. Switch to SimplyBook.me admin side tab with Line Bot feature settings and copy Callback URL from there.

−

<~~nomobile~~>~~[[File~~:~~Package items possibilities.png | center]]~~</~~nomobile~~>

+

[[File:Line bot settings view.png | border| center]]

−

~~<mobileonly>~~[[File:~~M package items possibilities~~.png | center]]~~</mobileonly>~~

−

:7. ~~Please select “Services” section, check the boxes with~~ the ~~necessary items and set the quantity that will be available for booking.~~

+

:7. Add this url to the Webhook URL box in Messaging settings section of LINE Developers channel page.

−

<~~nomobile~~>~~[[File~~:~~Add items to the package.png | center]]~~</~~nomobile~~>

+

[[File:Line Add calback url.png | border|center]]

−

<~~mobileonly~~>[[File:~~M add items to the package~~.png | center]]~~</mobileonly>~~

−

:8. ~~If you are using [[Custom_Features~~#~~Products_for_Sale |Products for sale]] and/or [[Custom_Features#Service_Add~~-~~ons |Service Add-ons]] features simply select the corresponding tabs and add elements the same way.~~

+

:8. Enable Use webhooks.

−

~~<nomobile~~>~~[[File:Add items to the package2.png | center]]~~</~~nomobile~~>

+

[[File:Line enable webhooks.png |border| center]]

−

~~<mobileonly>~~[[File:~~M add items to the package2~~.png | center]]~~</mobileonly>~~

−

:9. ~~After you have added all the options~~ and ~~if you have not set a package price yet, get back~~ to ~~the “Details” tab and use “Calculate price” button to make the system automatically sum up all the elements prices for you~~.

+

:9. Issue Channel access token (long-lived) and insert it to Simplybook.me feature settings to Access token box.

−

<~~nomobile~~>~~[[File~~:~~Autocalculate the price.png | center]]~~</~~nomobile~~>

+

[[File:Line issue access token.png |border|center]]

−

~~<mobileonly>~~[[File:~~M autocalculate the price~~.png | center]]~~</mobileonly>~~

−

:10. ~~Now you can click on “Save and go purchase package”~~ to ~~issue it to certain customers or simply save everything~~ and ~~allow your clients to buy this package on your booking site.~~

+

:10. Proceed to Using LINE@ features section and disable auto-replies according to the following example.

−

<~~nomobile~~>~~[[File:Saving the package options.png | center]]~~</~~nomobile~~>

+

[[File:Line disable automessages.png |border| center]]

−

~~<mobileonly>~~[[File:~~M saving the package options~~.png | center]]~~</mobileonly>~~

−

:~~If you assign a package from admin side the client will not receive any notification~~.

+

[[File:Line autoresponse settings.png | border| center]]

−

:If the ~~customer buys a package~~ on the ~~booking site he/she~~ will ~~receive~~ the ~~invoice like with the regular booking~~.

+

+

:11. Copy Channel ID and Channel secret and insert them to the corresponding settings boxes on SimplyBook.me side. Save settings.

+

[[File:Line-channel id and secret.png|border | center]]

+

+

[[File:Line bot settings insert.png |border| center]]

+

+

:12. After bot is approved from the LINE side your clients will be able to book using it. In the meanwhile you can add testers or try your bot using LINE mobile app.

−

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

−

~~:Use filters for more extensive analysis.~~

−

~~<nomobile>[[File:Package reports.png | center]]</nomobile>~~

−

~~<mobileonly>[[File:M package reports.png | center]]</mobileonly>~~

+

-------

−

~~;The use of Packages within the POS feature~~

+

=Membership=

−

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

+

−

<~~nomobile~~>[[File:~~Pos enabled view~~.png | ~~center~~]]~~</nomobile>~~

+

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

−

~~<mobileonly>~~[~~[File~~:~~M pos enabled view~~.~~png | center~~]~~]</mobileonly>~~

+

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

+

[http://appointmentschedulingnews.com/membership-booking-software-feature-in-simplybook-me/ Here] you can check more cases when Membership can be useful.

−

:2. Go to ~~POS interface, click on “New sale” button~~.

+

[https://www.youtube.com/watch?v=sZXgGX7xoC0&feature=youtu.be Here] you can see video tutorial how to set it up.

−

<~~nomobile~~>[~~[File~~:~~Pos new sale~~.~~png | center]~~]<~~/nomobile~~>

+

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

−

~~<mobileonly>~~[[~~File:M pos new sale.png~~ | ~~center~~]]~~</mobileonly>~~

+

+

'''Please note!''' This feature is not compatible with [[Custom_Features#Clean_History | Clean History]] and does not work with mobile apps.

−

:~~3. Select the client~~ on ~~the right side of the page to make the "Package" button active~~.

+

:'''How to enable Membership custom feature'''

−

<~~nomobile>[[File:Sell package step1.png | center]]</nomobile~~>

+

To enable this option please go to Custom Features section in your admin interface, find “Membership” and click on enable near it.

−

~~<mobileonly>~~[[File:~~M sell package step1~~.png | center]]~~</mobileonly>~~

+

+

[[File:Membership enable path.png | center]]

−

~~:4. Pick the item~~ and ~~define the start date. End date~~ will be automatically ~~set based on the package duration after you save the selection~~.

+

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

−

<~~nomobile~~>~~[[File~~:~~Sell package step2~~.~~png| center]]~~<~~/nomobile~~>

+

−

~~<mobileonly>~~[[File:~~M sell package step2~~.png | center]]~~</mobileonly>~~

+

+

:'''How to create Membership'''

+

After you have enabled this Custom Feature you can go to Manage//Memberships and click on “+” icon to create new membership. In “Membership details” tab you will be able to set membership title, image, its duration, number of sessions included and price.

+

+

[[File:Create new membership v3.png | center]]

−

~~:'''Please note'''~~, ~~if the package is hidden from the booking page it will be still available within POS interface as it is part of admin side visible~~ to ~~POS user~~.

+

It is possible to set different First payment and Recurring prices if you wish, for example, to suggest lower price to regular customers.

+

+

[[File:Membership price1.png| center]]

−

:5. ~~Proceed to checkout after you have added all the necessary services/products/add-ons/memberships/gift cards to the cart.~~

+

'''Please note!''' Recurring membership payments can work with Stripe payment processor only(previous integration, but not SCA).

−

~~<nomobile>[[File:Sell_package_step3.png | center]]</nomobile>~~

−

~~<mobileonly>[[File:M sell package step3.png | center]]</mobileonly>~~

−

~~:6.~~ You ~~may have a client who has already purchased a package before~~ and ~~wants~~ to ~~use~~ it.

+

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.

−

~~:Then you~~ will ~~be able to click on “Use packages” button so that the items selected will be fully or partially paid with this set during the checkout.~~

−

~~<nomobile>[[File:Use package during checkout.png | center]]</nomobile>~~

−

~~<mobileonly>[[File:M use package during checkout~~.~~png | center]]</mobileonly>~~

−

~~ ~~

−

+

−

~~;Booking site operation~~

+

:'''How to add service to Membership'''

−

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

+

In “Services, attached to this membership” tab you will be able to check the boxes with services you wish to be attached to this Membership. It will be possible to book this service only if a client has purchased this Membership.

−

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

+

−

<~~nomobile>[[File:Client side packages available.png | center]]</nomobile~~>

+

[[File:Attach services to membership.png | center]]

−

~~<mobileonly>~~[[File:~~M client side packages available~~.png| center]]~~</mobileonly>~~

−

~~:2. They will find a suitable set, choose a start date and buy the package~~.

+

You have to add at least one service to membership to make it working.

−

<~~nomobile~~>~~[[File~~:~~Client side packages - buy~~.~~png | center]]~~<~~/nomobile~~>

+

−

~~<mobileonly>~~[[File:~~M client side packages - buy~~.png | center]]~~</mobileonly>~~

+

+

:'''Where will be Memberships displayed on the booking page'''

+

After you enable this custom feature Membership tab will appear on the booking page.

+

+

[[File:Membership tab.png | center]]

−

:(if they ~~select “pay later” option during checkout you~~ will ~~need~~ to ~~approve their~~ purchase ~~from admin side first~~. ~~Then~~ they will be ~~able~~ to ~~book/buy the items included)~~

+

As well if clients click on the service related to membership but have not purchased it yet they will get a pop-up suggesting to purchase it. If they agree they will be redirected to Memberships page.

−

~~ ~~

+

−

:3. When the client has already the purchased package and books the separate services/products/add-ons, he/she will be able to cover those items with his packages’ credits (if included in packages) or pay for them in a regular way.

+

[[File:Membership confirm.png | center]]

−

~~<nomobile>[[File:Client side packages - payment step.png| center]]</nomobile>~~

−

~~<mobileonly>[[File:M client side packages - payment step~~.~~png | center]]</mobileonly>~~

−

~~ ~~

−

~~<nomobile>~~[[File:~~Client side packages - confirmation-invoice~~.png | center]]~~</nomobile>~~

−

~~<mobileonly>[[File:M client side packages - confirmation-invoice.png | center]]</mobileonly>~~

+

+

:'''Where can i check payments my clients made for memberships'''

+

You will be able to see that information in Reports//Membership payments.

+

If client has chosen "Pay Later" option instead of paying online you will be able to approve such membership purchases there.

+

Only after your approval the client will be able to book the services related to the selected membership.

+

−

~~-------~~

+

:'''How will be my clients notified about purchase/renewal'''

−

~~=Password Security Settings=~~

+

The system will notify the client about recurring payment coming soon and membership period coming to an end to remind. There are notification about successful and unsuccessful recurring payments.

−

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

+

You can enable/disable some notifications related to all your memberships in Manage//Memberships//Membership details//Configure membership notifications or in Custom features//Membership//Settings//Notifications.

−

+

[[File:Membership notification types.png | center]]

−

~~The Password security settings Custom Feature allows~~ to ~~define password requirements for system users and clients. This can further harden the system for possible intrusion. Just~~ in ~~few steps you can make your system more secure!~~

−

~~ ~~

−

~~;How to use~~

−

~~:1. Enable Password Security~~ Settings ~~option on yur Custom Features page~~.

−

[[File:~~Strict password enable path~~.png | center]]

−

:2. ~~Click~~ on ~~"Settings" button~~ that will ~~appear near it~~.

+

As well you can adjust templates according to your needs there. Please use variables listed on the right side of the page if necessary so that relevant details will be reflected in notifications.

−

~~[[File:Strict password settings path.png | center]]~~

−

:~~3. Now~~ you ~~can set requirements for password for your system users~~ in ~~the left-side block~~.

+

:'''How to add membership to client from admin side'''

−

[[File:~~User password settings block~~.png | center]]

+

If your client has paid you in cash or you just wish to give somebody free membership please go to Manege//Clients page,

+

click on "Edit" near necessary client there.

+

[[File:Attach membership from admin side v3.png | center]]

−

:4. ~~(is skipped if you are already using [[Custom_Features#Client_Login~~ | ~~Client Login Custom Feature~~]]) ~~If you wish~~ your ~~clients to be able to log in securely please enable Client Login option there~~.

+

Then select "memberships" tab in the pop-up that will appear and click on "Add new"

−

[[File:~~Enable client login settings~~.png | center]]

+

[[File:Attach membership from admin side step2 v3.png | center]]

+

+

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]]

−

:5. ~~Set up password requirements for your~~ clients ~~in the right-side block and save settings~~.

+

As a result you will see membership successfully added.

−

[[File:~~Client password settings block~~.png | center]]

+

You will also see active clients' memberships with number of sessions left.

+

[[File:Membership status admin side2.png | center]]

-------

−

=~~Photo Gallery~~=

+

=Multiple Bookings=

−

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

+

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

−

~~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.

+

Allows clients to book more than one service before they check-out and pay for all booking with one payment. This Custom Feature adds "Book and add more" button to the "Details" step on the booking page. This Custom Feature allows clients to book several services on different time or day of the week.

+

:'''Please note!''' "Book and add more" button will not be shown if you are using classes timeline on the booking site, if several participants are selected with [[Custom_Features#Group_Bookings | group booking]] or if the service is recurring.

+

;How to use

−

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

+

:1. Enable Multiple bookings custom feature on your custom features page.

−

[[File:~~Photo gallery~~ enable path.png | center]]

+

[[File:Multiple bookings enable path.png | center]]

−

:2. ~~Click on~~ "~~Settings~~" ~~near it~~.

+

:2. You can edit notification templates related in the Settings("Notifications" button) section.

−

[[File:~~Photo gallery~~ settings path.png | center]]

+

[[File:Multiple bookings settings path.png | center]]

+

[[File:Multiple bookings notifications.png | center]]

−

: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~~.

+

:3. Here is how it will look like on the client side in one of the themes.

−

[[File:~~Photo gallery settings~~.png | center]]

+

[[File:Book and add more v3.png | center]]

-------

−

~~=Point of Sale=~~

−

~~[[File:Pos icon.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!

−

~~ ~~

−

~~'''Please note!''' [[Custom_Features#Accept_Payments | Accept Payments Custom Feature]] will be enabled as well when you switch PoS feature on.~~

−

~~ ~~

−

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

+

=Multiple Locations=

+

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

+

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

+

+

:Here you can see the example of client view:

+

[[File:Locations booking page view.png | center]]

;How to use

−

:1. Enable ~~Point of Sale~~ Custom Feature ~~on your Custom Features page, “Other”~~ section.

+

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

−

[[File:~~Pos~~ enable path.png | center]]

+

[[File:Multiple locations enable path.png | center]]

−

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

+

2. Add locations either in the settings of the Custom Feature or in Manage//Service Providers//Add location.

−

[[File:~~Pos settings path~~.png | center]]

+

[[File:Create new location item v3.png | center ]]

−

+

3. Click on "Location providers" tab for corresponding location and check necessary boxes to connect service providers with location.

−

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

+

[[File:Attach providers to locations v3.png |center]]

−

[[File:~~Pos start page~~.png | center]]

+

4. (Optional) In Settings // General settings // Email and SMS settings insert the following variables into your email templates:

+

[[File:Add location variables to templates.png | center ]]

+

:'''[location]''' - value of field "Location name"

+

:'''[location_address]''' - value of field "Location address"

+

:'''[location_phone]''' - value of field "Location phone"

+

;How to set schedule for location?

+

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

+

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

+

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

−

:4. ~~By default guest client is selected~~, ~~but you can select a client from already existing ones in your system~~.

+

;How can I relate service to location.

−

~~[[File~~:~~Pos select client~~.~~png | center]]~~

+

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

+

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

+

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

−

~~:5. Or add new client directly from POS interface.~~

+

-------

−

[[File:~~Add~~ new ~~client from pos~~.png | ~~center~~]]

+

−

+

=News=

−

:6. ~~Select “New Sale” option~~ to ~~sell service/membership/product/add-on~~.

+

−

[[File:~~New sale~~.png | center]]

+

[[File:News new icon.png ‎|left]]

+

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.

+

+

;How to use

+

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

+

[[File:News enable path.png | center]]

−

[[File:~~Select sale option~~.png | center]]

+

:2. Click on "Settings" near this option.

+

[[File:News settings path.png | center]]

−

:7. ~~If you have selected service option new booking will be created. Please choose which service/class, provider, date and time do~~ you ~~wish to book. Add product(s), add-on(s) if necessary and click~~ on ~~“Save”~~.

+

:3. Create the posts on the page you see by clicking on "+" button.

−

[[File:~~Pos~~ new ~~booking~~.png | center]]

+

[[File:Add new news item v3 updated.png | center]]

−

:8. On the ~~next step~~ you can add ~~more options to the cart(left side of the~~ page) or ~~confirm all the selections by clicking on the “Checkout button”(right side~~ of the ~~page)~~.

+

-------

−

[[~~File:Pos checkout.png~~ | ~~center~~]]

+

=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 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.

+

:'''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.

+

−

~~:9. Select payment method to confirm the order.~~

+

−

[~~[File~~:~~Choose payment method~~.~~png | center]]~~

+

Video tutorial available '''''[https://www.youtube.com/watch?v=aVVJ3f6pqek&feature=youtu.be here]'''''

−

~~ ~~

−

~~:10~~. ~~If you have chosen “Credit card/Wire transfer~~/~~Cash” the order will be automatically confirmed meaning that you have received the money using the options mentioned. ~~

−

~~:If you have selected “Pay later” the order will be displayed as “pending”~~. ~~You will~~ be ~~able to click on “Checkout” once more and select another payment method to confirm such order.~~

−

~~[[File:Pos received payment.png | center]~~]

−

[[File:~~Pos pay later~~.png | center]]

+

;How to use

+

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

+

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

+

<mobileonly>[[File:M packages enable path.png | center]]</mobileonly>

−

:11. ~~You can go to “Home” page and use filters to see today/upcoming/expired/non-booking/pending/paid, etc~~. ~~orders~~. ~~It is possible to click on the order to see the details~~/~~print the invoice.~~

+

:2. Then choose “Settings” option.

−

[[File:~~Pos report~~.png | center]]

+

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

+

<mobileonly>[[File:M packages settings path.png | center]]</mobileonly>

−

~~-------~~

+

:3. Just click on “+” button to create a new package. The form will appear on the right side of the page.

−

~~=Products for Sale=~~

+

<nomobile>[[File:Create new package.png | center]]</nomobile>

−

[[File:~~Product~~.png | ~~left~~]]

+

<mobileonly>[[File:M create new package.png | center]]</mobileonly>

−

−

~~When your clients are booking the services they will be offered to add relevant products to their purchase. Someone buying a haircut could for example be offered to buy hair gel at the same time~~.

−

~~Use this to your advantage to sell more!~~

−

:'''Please note!''' ~~This custom feature cannot be used~~ without [[~~Custom_Features#Accept_Payments~~ | ~~Accept Payments~~]] ~~custom feature, that is why this option will be automatically enabled as soon as you switch on "Products for sale"~~.

+

:4. Insert package name, add a description (you can even use HTML formatting for a better look) and image. At this point you can also set the package price: you can specify the cost (if you want to make a discount, for example) or skip price box to later keep the total cost of all the elements included.

+

:'''Please note,''' it is not possible to create a package without setting a price.

+

<nomobile>[[File:Add new package details.png | center]]</nomobile>

+

<mobileonly>[[File:M add new package details.png | center]]</mobileonly>

−

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

+

:5. Define the validity period of the package and set the number of sets available (unlimited by default).

−

:~~1. To enable this option please go to your Custom Features page~~ and ~~click on “Enable” near “Products for sale” option~~.

+

<nomobile>[[File:Package duration and limit.png | center]]</nomobile>

−

[[File:~~Products for sale enable path~~.png | center]]

+

<mobileonly>[[File:M package duration and limit.png | center]]</mobileonly>

−

:2. ~~Click on “Settings” button that will appear there or select Manage// Products for sale section~~ and ~~you will get~~ to ~~a page where you~~ will ~~be able to create all necessary products~~.

+

:6. Proceed to adding services, products and add-ons to the package. You will see three corresponding sections below.

−

[[File:~~Products for sale settings path~~.png | center]]

+

<nomobile>[[File:Package items possibilities.png | center]]</nomobile>

+

<mobileonly>[[File:M package items possibilities.png | center]]</mobileonly>

−

:3. ~~Click on “+” icon to create new product, set its name~~, ~~image, description if~~ necessary and ~~price~~.

+

:7. Please select “Services” section, check the boxes with the necessary items and set the quantity that will be available for booking.

−

:~~'''Please note!''' It is not possible to create free products, each of them needs~~ to ~~have some price added~~.

+

<nomobile>[[File:Add items to the package.png | center]]</nomobile>

−

[[File:~~Create new product for sale~~.png | center]]

+

<mobileonly>[[File:M add items to the package.png | center]]</mobileonly>

−

:4. ~~To relate~~ the ~~product with particular service(s) please use “Connected services” tab~~ and ~~check~~ the ~~boxes with desired services~~/~~classes.~~

+

:8. If you are using [[Custom_Features#Products_for_Sale |Products for sale]] and/or [[Custom_Features#Service_Add-ons |Service Add-ons]] features simply select the corresponding tabs and add elements the same way.

−

[[File:~~Attach product~~ to ~~service~~.png | center]]

+

<nomobile>[[File:Add items to the package2.png | center]]</nomobile>

+

<mobileonly>[[File:M add items to the package2.png | center]]</mobileonly>

−

:5. ~~You can also make product~~ to ~~be selected by default on~~ the ~~booking page~~ and ~~set default amount that will be displayed~~ to ~~clients~~.

+

:9. After you have added all the options and if you have not set a package price yet, get back to the “Details” tab and use “Calculate price” button to make the system automatically sum up all the elements prices for you.

−

:~~'''Please note!''' The clients will be able to adjust amount to their needs on~~ the ~~booking site or uncheck this product~~.

+

<nomobile>[[File:Autocalculate the price.png | center]]</nomobile>

−

[[File:~~Products for sale default quantity~~.png | center]]

+

<mobileonly>[[File:M autocalculate the price.png | center]]</mobileonly>

−

~~Here~~ you can ~~see how the products can look like~~ on ~~the~~ booking ~~page~~:

+

:10. Now you can click on “Save and go purchase package” to issue it to certain customers or simply save everything and allow your clients to buy this package on your booking site.

−

[[File:~~Products booking page view~~.png | center]]

+

<nomobile>[[File:Saving the package options.png | center]]</nomobile>

+

<mobileonly>[[File:M saving the package options.png | center]]</mobileonly>

−

+

:If you assign a package from admin side the client will not receive any notification.

−

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

+

:If the customer buys a package on the booking site he/she will receive the invoice like with the regular booking.

−

~~1- [[Custom_Features#Rewards_and_Referrals| Rewards and Referrals]]. Rewards and Referrals discounts are working for services prices only and~~ not ~~applied to products prices~~. If ~~you'd~~ like ~~to set up discounts for products, please use Coupons and Gift Cards Custom Feature instead. ~~

−

~~2- [[Custom_Features#Group_Bookings | Group Bookings]]. Number of items is multiplied to number of participants selected. ~~

−

~~3- [[Custom_Features#Multiple_Bookings | Multiple bookings]]. Products are selected separately for each~~ booking.

−

~~'''Can I add~~ the items ~~that clients has selected to notification templates?'''~~

+

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

−

~~Sure, just add~~ [~~products~~] ~~variable to all necessary templates in Settings~~/~~/Email and SMS settings and the list of products will be included to corresponding notifications~~

+

:Use filters for more extensive analysis.

−

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

+

<nomobile>[[File:Package reports.png | center]]</nomobile>

+

<mobileonly>[[File:M package reports.png | center]]</mobileonly>

−

~~-------~~

−

~~=Provider's Color Coding=~~

+

;The use of Packages within the POS feature

−

+

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

−

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

+

<nomobile>[[File:Pos enabled view.png | center]]</nomobile>

−

+

<mobileonly>[[File:M pos enabled view.png | center]]</mobileonly>

−

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

+

−

+

:2. Go to POS interface, click on “New sale” button.

−

:~~:'''Please note''', if you use Status Custom Feature, it has higher priority than Provider's Color Coding Custom Feature~~. ~~Therefore~~, ~~colors of the booking statuses will be displayed~~.

+

<nomobile>[[File:Pos new sale.png | center]]</nomobile>

−

+

<mobileonly>[[File:M pos new sale.png | center]]</mobileonly>

−

+

−

~~;How to use~~

+

:3. Select the client on the right side of the page to make the "Package" button active.

−

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

+

<nomobile>[[File:Sell package step1.png | center]]</nomobile>

−

[[File:~~Provider color coding enable path~~.png | center]]

+

<mobileonly>[[File:M sell package step1.png | center]]</mobileonly>

−

:2. ~~In Manage//Providers//More options//assign color to each provider to make them easily distinguished in~~ the ~~calendar~~.

+

:4. Pick the item and define the start date. End date will be automatically set based on the package duration after you save the selection.

−

[[File:~~Provider color coding-select color~~.png | center]]

+

<nomobile>[[File:Sell package step2.png| center]]</nomobile>

+

<mobileonly>[[File:M sell package step2.png | center]]</mobileonly>

−

:~~3. As~~ the ~~result you~~ will ~~see bookings in corresponding colors on your Calendar page.~~

+

:'''Please note''', if the package is hidden from the booking page it will be still available within POS interface as it is part of admin side visible to POS user.

−

~~[[File:Provider color coding-booking view~~.~~png | center]]~~

−

-~~-------~~

+

:5. Proceed to checkout after you have added all the necessary services/products/add-ons/memberships/gift cards to the cart.

−

~~=Rewards and Referrals=~~

+

<nomobile>[[File:Sell_package_step3.png | center]]</nomobile>

−

+

<mobileonly>[[File:M sell package step3.png | center]]</mobileonly>

−

[[File:~~Refferals-150~~.png ‎‎|~~left~~]]

+

−

+

:6. You may have a client who has already purchased a package before and wants to use it.

−

~~Send promotions~~ to ~~your clients~~ with ~~Rewards and Referrals custom feature! Reward your clients for telling others about your company promotions. You can get~~ the ~~advantage of both rewards and discounts~~. Use ~~this to get more clients all year long and especially~~ during ~~low season as well as promote your business~~. ~~Customize your promotions with defined dates, messages and codes~~.

+

:Then you will be able to click on “Use packages” button so that the items selected will be fully or partially paid with this set during the checkout.

+

<nomobile>[[File:Use package during checkout.png | center]]</nomobile>

+

<mobileonly>[[File:M use package during checkout.png | center]]</mobileonly>

−

:'''Please note''' ~~that~~

+

−

*this feature is available ~~with Standard and Premium subscriptions only(former Advanced, Gold and Platinum);~~

+

−

*this feature is not compatible with [[~~Custom_Features#Coupons_~~.~~26_Gift_Cards~~ | ~~Coupons and Gift Cards feature~~]] ~~yet.~~

+

;Booking site operation

+

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

+

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

+

<nomobile>[[File:Client side packages available.png | center]]</nomobile>

+

<mobileonly>[[File:M client side packages available.png| center]]</mobileonly>

−

+

:2. They will find a suitable set, choose a start date and buy the package.

−

~~;How to use~~.

+

<nomobile>[[File:Client side packages - buy.png | center]]</nomobile>

−

:~~1. Enable Rewards and Referrals Custom Feature~~.

+

<mobileonly>[[File:M client side packages - buy.png | center]]</mobileonly>

−

[[File:~~Rewards_and_referrals_enable_path~~.png | center]]

−

:2. ~~In left-side menu go~~ to ~~Manage~~/~~/Promotions and create new promotion~~

+

:(if they select “pay later” option during checkout you will need to approve their purchase from admin side first. Then they will be able to book/buy the items included)

−

~~[[File:Create new promotion path.png | center]]~~

−

:3. On the ~~first step indicate:~~

+

:3. When the client has already the purchased package and books the separate services/products/add-ons, he/she will be able to cover those items with his packages’ credits (if included in packages) or pay for them in a regular way.

−

*your discount in %;

+

<nomobile>[[File:Client side packages - payment step.png| center]]</nomobile>

−

*is this promotion related to specific service or all services;

+

<mobileonly>[[File:M client side packages - payment step.png | center]]</mobileonly>

−

*who can claim the ~~deal (all clients or new clients only);~~

−

*how many times the ~~code can~~ be ~~used;~~

−

*how many times each client can use this promotion;

−

*edit texts of your deal if ~~necessary;~~

−

*proceed to the next step.

−

[[File:~~Create new promotion~~ - step 1.png | center]]

−

~~:4. On the second step decide whether you will offer a reward for sharing your promotion. This step is very important because it can help you to easily get more clients.~~

+

<nomobile>[[File:Client side packages - confirmation-invoice.png | center]]</nomobile>

−

*write what reward you offer;

+

<mobileonly>[[File:M client side packages - confirmation-invoice.png | center]]</mobileonly>

−

*indicate the number of times client should share promotion to receive the reward;

−

*how many times 1 client can claim the reward;

−

*insert reward picture;

−

*check "send email" if you want clients to receive an email about being rewarded and adjust the email text if necessary;

−

*adjust the texts of reward;

−

*proceed to the next step.

−

[[File:~~Create new promotion~~ - ~~step 2~~.png | center]]

−

−

~~:5. On the third step enter the details of your campaign~~

−

*change the promotion code if needed;

−

*add campaign image;

−

*add dates that clients can book using this promotion;

−

*add period when they can redeem the code;

−

*set time limitation if needed;

−

*proceed to the next step.

−

[[File:~~Create new promotion~~ - ~~step 3~~.png | center]]

−

<~~br><br~~>

−

~~:6. On the fourth step announce your promotion~~

−

*get the link of the deal to share with your clients;

−

*choose how to notify your clients, by email or sms (please change the text of email or sms (1 sms 70 symbols in unicode, 140 plain English text without special characters));

−

*configure whom you will send the deal, to clients who booked/did not book, use filters by service, provider, dates;

−

*select clients and send the promotion (or save it without sending).

−

~~[[File:Create new promotion - step 4.png | center]]~~

−

~~---------~~

−

=~~Service Add-ons~~=

+

-------

−

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

+

=Password Security Settings=

−

~~You can create add-ons~~ for ~~selected services~~. ~~These add-ons do not influence service duration, but~~ the ~~service becomes more expensive~~. ~~An example would be a massage, whereas the client could choose to add the luxury oil that costs~~ more ~~during massage.~~

+

−

~~Use this to your advantage to sell more!~~

+

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

−

:~~'''Please note!''' This custom feature cannot be used without [[Custom_Features~~#~~Accept_Payments | Accept Payments]]~~ custom feature~~, that is why this option will be automatically enabled as soon as you enable "Service Add-ons".~~

+

The Password security settings Custom Feature allows to define password requirements for system users and clients. This can further harden the system for possible intrusion. Just in few steps you can make your system more secure!

+

+

Free custom feature!

−

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

+

;How to use

−

+

:1. Enable Password Security Settings option on yur Custom Features page.

−

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

+

[[File:Password security settings enable path free.png | center]]

−

[[File:~~Service add-ons~~ enable path.png | center]]

−

:2. Click on ~~“Settings”~~ button that will appear ~~there or select Manage// Service Add-ons section and you will get to a page where you will be able to create all necessary items~~.

+

:2. Click on "Settings" button that will appear near it.

−

[[File:~~Service add-ons~~ settings path.png | center]]

+

[[File:Password security settings settings path free.png | center]]

−

:3. ~~Click on “+” icon to create new add-on,~~ set ~~its name and price. ~~

+

:3. Now you can set requirements for password for your system users in the left-side block.

−

~~:'''Please note!''' It is not possible to create free add~~-~~ons, each of them needs to have price added~~.

+

[[File:User password settings block.png | center]]

−

[[File:~~Create new service add-on v3~~.png | center]]

−

:4. ~~To relate the add-on with particular service~~(s) please ~~use “Connected services” tab and check the boxes with desired services/classes~~.

+

:4. (is skipped if you are already using [[Custom_Features#Client_Login | Client Login Custom Feature]]) If you wish your clients to be able to log in securely please enable Client Login option there.

−

[[File:~~Connect service add-on to services~~.png | center]]

+

[[File:Enable client login settings.png | center]]

−

:5. ~~You can also make add-on to be selected by default on the booking page ~~

+

:5. Set up password requirements for your clients in the right-side block and save settings.

−

~~:'''Please note!''' The~~ clients ~~will be able to to uncheck this item if they wish to on~~ the ~~booking page~~.

+

[[File:Client password settings block.png | center]]

−

[[File: ~~Selected add-on~~.png | center]]

−

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

+

-------

−

[[File:~~Add-ons booking page view~~.png | ~~center~~]]

+

=Photo Gallery=

+

+

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

+

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

+

+

;How to use

+

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

+

[[File:Photo gallery enable path.png | center]]

−

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

+

:2. Click on "Settings" near it.

−

1- [[~~Custom_Features#Rewards_and_Referrals~~| ~~Rewards and Referrals~~]]. ~~Discounts are not applied to~~ add~~-ons prices. Please use Coupons~~ and ~~Gift Cards feature instead~~.~~ ~~

+

[[File:Photo gallery settings path.png | center]]

−

2- [[~~Custom_Features#Group_Bookings~~ | ~~Group Bookings~~]]~~. Number of items is multiplied to number of participants selected.~~

+

−

3- [[~~Custom_Features#Multiple_Bookings~~ | ~~Multiple bookings~~]]. ~~Add-ons are selected separately for each booking~~.

+

: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]]

+

+

-------

+

=Point of Sale=

+

[[File:Pos icon.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!

−

'''~~Can I add the items that clients has selected to notification templates?~~'''~~ ~~

+

'''Please note!''' [[Custom_Features#Accept_Payments | Accept Payments Custom Feature]] will be enabled as well when you switch PoS feature on.

−

~~Sure, just add~~ [~~attributes~~] ~~variable to all necessary templates in Settings//Email and SMS settings and the list of products~~ will be ~~included to corresponding notifications~~

−

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

−

~~--------~~

−

~~=Service Categories=~~

+

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

−

~~ ~~

−

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

−

~~ ~~

−

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

−

;How to use

−

+

:1. Enable Point of Sale Custom Feature on your Custom Features page, “Other” section.

−

:1. Enable ~~Service Categories custom feature in the~~ Custom Feature section~~//Adding more to booking page~~.

+

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

−

[[File:~~Service categories~~ enable path.png | center]]

−

:2. ~~In Manage//Services click~~ on ~~"+" and choose "Add category"~~ to ~~create all necessary categories. Insert title, picture, description and assign services to category~~.

+

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

−

[[File: ~~Create new category v3~~.png | center ]]

+

[[File:Pos settings path.png | center]]

−

:3. ~~Click on "Category details" tab of the category~~ to ~~edit any information. To connect services~~ please ~~choose "Category services" tab and check corresponding boxes~~.

+

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

−

[[File: ~~Attach service to category~~.png | center]]

+

[[File:Pos start page.png | center]]

−

:4. ~~Here~~ you can ~~see how categories can look like on the booking page using one of the themes avilable~~.

+

:4. By default guest client is selected, but you can select a client from already existing ones in your system.

−

[[File:~~Categories booking page view~~.png| center]]

+

[[File:Pos select client.png | center]]

−

~~-------~~

+

:5. Or add new client directly from POS interface.

−

+

[[File:Add new client from pos.png | center]]

−

~~=SMS Gateway=~~

−

~~ ~~

−

[[File:~~Sms~~.png|~~left~~]]

−

Use the SMS Gateway custom feature to use your own SMS gateway (Twilio, Nexmo or BulkSMS 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.

−

~~'''IMPORTANT!''' Setting this up requires some technical knowledge and the SimplyBook~~.~~me team can not help with account creation at the SMS gateway providers~~.

+

:6. Select “New Sale” option to sell service/membership/product/add-on.

+

[[File:New sale.png | center]]

−

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

+

[[File:Select sale option.png | center]]

−

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

−

[[File:~~Sms gateway enable path~~.png | center]]

−

:2. ~~Create an account with one of available sms gateways: [https://dashboard.nexmo~~.~~com~~/~~sign-up Nexmo]~~, ~~[https://www~~.~~twilio.com/try~~-~~twilio Twilio] or [https://www2.bulksms.com/register/ BulkSMS]~~ if ~~you do not have one yet.~~

+

:7. If you have selected service option new booking will be created. Please choose which service/class, provider, date and time do you wish to book. Add product(s), add-on(s) if necessary and click on “Save”.

−

~~:3. Click~~ on ~~“Settings” near “SMS Gateway” custom feature~~.

+

[[File:Pos new booking.png | center]]

−

[[File:~~Sms gateway settings path~~.png | center]]

−

4. On the next step ~~please select~~ the ~~sms provider from “SMS Gateway” drop down and add corresponding settings~~ on the right side of the page.

+

:8. On the next step you can add more options to the cart(left side of the page) or confirm all the selections by clicking on the “Checkout button”(right side of the page).

−

[[File:~~Sms gateway options~~.png | center]]

+

[[File:Pos checkout.png | center]]

−

5. ~~Save settings~~ and ~~it is all done!~~

+

:9. Select payment method to confirm the order.

+

[[File:Choose payment method.png | center]]

+

+

:10. If you have chosen “Credit card/Wire transfer/Cash” the order will be automatically confirmed meaning that you have received the money using the options mentioned.

+

:If you have selected “Pay later” the order will be displayed as “pending”. You will be able to click on “Checkout” once more and select another payment method to confirm such order.

+

[[File:Pos received payment.png | center]]

−

~~'''Please note!''' If this custom feature is enabled and set correctly you do not need to purchase sms credits from our side. ~~

+

[[File:Pos pay later.png | center]]

−

~~You will be able to see sms being sent from the system in Reports//Sms report with 0 as credits amount in this case~~.

−

:~~''Troubleshooting:''~~

+

:11. You can go to “Home” page and use filters to see today/upcoming/expired/non-booking/pending/paid, etc. orders. It is possible to click on the order to see the details/print the invoice.

−

+

[[File:Pos report.png | center]]

−

~~:'''Sms credits are charged from my account:'''~~

−

- ~~SMS Gateway Custom Feature~~ is ~~not enabled ~~

−

~~- SMS Gateway processor settings are not added~~.

−

~~ ~~

−

:~~'''Sms are not sent from the system'''~~

−

~~- SMS Gateway settings are not added correctly. ~~

−

~~- There is no sms credits on your balance~~.

-------

−

=~~SMTP~~=

+

=Products for Sale=

+

[[File:Product.png | left]]

−

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

+

When your clients are booking the services they will be offered to add relevant products to their purchase. Someone buying a haircut could for example be offered to buy hair gel at the same time.

−

+

Use this to your advantage to sell more!

−

~~It allows you~~ to ~~use your own SMTP server so all emails sent from~~ the ~~SimplyBook.me system on your behalf, come from your own email address~~.

−

~~ ~~

−

~~;How~~ to ~~use.~~

−

~~:1. You can enable this Custom Feature in~~ your ~~Custom Feature section~~

−

~~[[File:Smtp enable path.png | center]]~~

−

:~~2. Go to its settings.~~

+

:'''Please note!''' This custom feature cannot be used without [[Custom_Features#Accept_Payments | Accept Payments]] custom feature, that is why this option will be automatically enabled as soon as you switch on "Products for sale".

−

[[~~File:Smtp settings path.png~~ | ~~center~~]]

−

:3. ~~And set~~ your ~~SMTP server details in~~ Custom ~~Feature settings~~.~~ ~~

+

'''How to use:'''

−

[[File:~~Smtp settings v3~~.png | center]]

+

:1. To enable this option please go to your Custom Features page and click on “Enable” near “Products for sale” option.

+

[[File:Products for sale enable path.png | center]]

−

~~Remark that if you have a gmail address or g-suite email, you can send up to 1.000 emails per day through that address. ~~

+

:2. Click on “Settings” button that will appear there or select Manage// Products for sale section and you will get to a page where you will be able to create all necessary products.

−

+

[[File:Products for sale settings path.png | center]]

−

~~'''How to store a copy of outgoing emails in your Gmail'''~~: ~~ ~~

−

:1. ~~You need to log into your Gmail or Google Apps email Settings and~~ Click on ~~the Forwarding~~/~~IMAP tab~~ and ~~scroll down to the IMAP Access section. ~~

−

~~:2. Please set the IMAP as enabled in order for emails~~ to be ~~properly copied~~ to ~~your sent folder~~.~~ ~~

−

:~~''For added security, you can setup double authentication~~ for ~~the email that you plan to use~~.~~ ''~~

−

~~:''[https://support.google.com/accounts/answer/185833 Here~~] ~~you can check instructions how to use application password for double-step authentication.''~~

−

:~~If you send more than 1~~.~~000 notifications/promotions per day~~, ~~you can look at other smtp services like sendinblue.com, sendgrid.com~~, ~~mailjet.com~~, ~~or authsmtp.com~~.~~ ~~

+

:3. Click on “+” icon to create new product, set its name, image, description if necessary and price.

−

Please ~~check video tutorial~~ [~~https~~:~~//vimeo~~.~~com/195300585 here~~].

+

:'''Please note!''' It is not possible to create free products, each of them needs to have some price added.

+

[[File:Create new product for sale.png | center]]

−

~~------~~

+

:4. To relate the product with particular service(s) please use “Connected services” tab and check the boxes with desired services/classes.

−

~~=SOAP=~~

+

[[File:Attach product to service.png | center]]

−

~~ ~~

−

[[File:~~Soap~~.png | ~~left~~]]

−

This feature allows you to insert time stamped record with 4 text fields that stays with client data in patient format. SOAP notes are a style of documentation that medical professionals, such as nurses, therapists, athletic trainers, counsellors, and doctors, use to record information about patients. The acronym stands for subjective, objective, assessment and plan.

−

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

+

:5. You can also make product to be selected by default on the booking page and set default amount that will be displayed to clients.

−

~~:1. Enable in Custom features//Business enhancements~~.

+

:'''Please note!''' The clients will be able to adjust amount to their needs on the booking site or uncheck this product.

−

[[File:~~Soap enable path v3~~.png | center]]

+

[[File:Products for sale default quantity.png | center]]

−

~~:2. Now~~ you can ~~go to Manage//Clients, click~~ on ~~Edit button, choose SOAP info tab and add necessary information there.~~

+

Here you can see how the products can look like on the booking page:

−

[[File:~~Add soap info to client~~.png | center]]

+

[[File:Products booking page view.png | center]]

−

Or you ~~can add SOAP information from the booking directly by selecting “Client” tab~~ and ~~clicking on “Add SOAP info” button~~.

+

−

~~As well this option allows you~~ to ~~add some medical history in separate tab if necessary~~.

+

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

−

[[~~File:Add soap info to client from booking.png~~ | ~~center~~]]

+

1- [[Custom_Features#Rewards_and_Referrals| Rewards and Referrals]]. Rewards and Referrals discounts are working for services prices only and not applied to products prices. If you'd like to set up discounts for products, please use Coupons and Gift Cards Custom Feature instead.

+

2- [[Custom_Features#Group_Bookings | Group Bookings]]. Number of items is multiplied to number of participants selected.

+

3- [[Custom_Features#Multiple_Bookings | Multiple bookings]]. Products are selected separately for each booking.

−

~~:3. And now you can check and/or update comments related~~ to ~~particular client~~ in ~~Manage~~//~~Clients//Edit//SOAP info history.~~

+

'''Can I add the items that clients has selected to notification templates?'''

−

[[File:~~Check soap info history v3~~.png | center]]

+

Sure, just add [products] variable to all necessary templates in Settings//Email and SMS settings and the list of products will be included to corresponding notifications

+

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

−

~~Or in booking related to this client in “Client” tab.~~

+

-------

+

=Provider's Color Coding=

−

~~This feature also allows you to check the records added previously either in booking in Calendar or in client record in Manage//Clients//Edit.~~

+

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

−

~~ ~~

−

~~'''Please note''', the information you add there is not seen from client side and is for internal use.~~

−

~~As well this information is not exported from the system in Reports.~~

−

~~ ~~

−

~~-------~~

−

~~=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.

−

+

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

−

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

+

+

::'''Please note''', if you use Status Custom Feature, it has higher priority than Provider's Color Coding Custom Feature. Therefore, colors of the booking statuses will be displayed.

−

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

+

−

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

+

;How to use

−

:~~And click~~ on ~~“Enable” near “SOAP with data encryption” option~~.~~ ~~

+

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

−

[[File:~~Soap~~ enable path.png | center]]

+

[[File:Provider color coding enable path.png | center]]

−

:3. ~~Please choose “Settings” near it~~ to ~~generate~~ the ~~keys and setup encryption following the instructions on the right side of the page.~~

+

:2. In Manage//Providers//More options//assign color to each provider to make them easily distinguished in the calendar.

−

~~[[File:Soap settings path~~.~~png | center]]~~

+

[[File:Provider color coding-select color.png | center]]

−

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

−

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

+

:3. As the result you will see bookings in corresponding colors on your Calendar page.

+

[[File:Provider color coding-booking view.png | center]]

−

-------

+

--------

−

=~~SSL~~=

+

=Rewards and Referrals=

−

[[File:~~Ssl new icon~~.png ~~‎ ‎~~|left]]

+

[[File:Refferals-150.png ‎‎|left]]

−

~~Make~~ all ~~client's connections~~ with ~~the server through a secure layer~~.

+

Send promotions to your clients with Rewards and Referrals custom feature! Reward your clients for telling others about your company promotions. You can get the advantage of both rewards and discounts. Use this to get more clients all year long and especially during low season as well as promote your business. Customize your promotions with defined dates, messages and codes.

−

+

−

It is ~~important to have it enabled for some payment processors~~ and ~~widgets~~.

+

:'''Please note''' that

+

*this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum);

+

*Rewards functionality temporarily does not work;

+

*this feature is not compatible with [[Custom_Features#Coupons_.26_Gift_Cards | Coupons and Gift Cards feature]] yet.

−

;How to use

+

−

: ~~Just enable it on your~~ Custom ~~features page and you are done!~~

+

;How to use.

−

[[File:~~Ssl enable path~~.png | center]]

+

:1. Enable Rewards and Referrals Custom Feature.

+

[[File:Rewards_and_referrals_enable_path.png | center]]

−

-~~-----~~

+

:2. In left-side menu go to Manage//Promotions and create new promotion

−

+

[[File:Create new promotion path.png | center]]

−

~~=Status=~~

−

~~ ~~

−

[[File:~~Status~~ new ~~icon~~.~~png‎ ‎~~|~~left~~]]

−

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.

−

::'''Please note''', if you use [[Custom_Features#Provider.27s_Color_Coding | Provider's Color Coding custom feature]], Status custom feature has higher priority than Provider's Color Coding. Therefore, colors of the booking statuses will be displayed.

+

:3. On the first step indicate:

−

+

*your discount in %;

−

+

*is this promotion related to specific service or all services;

−

;How to use

+

*who can claim the deal (all clients or new clients only);

−

:1. Activate this custom feature in the Custom Features section//Booking related.

+

*how many times the code can be used;

−

[[File:Status enable path.png | center]]

+

*how many times each client can use this promotion;

+

*edit texts of your deal if necessary;

+

*proceed to the next step.

+

[[File:Create new promotion - step 1.png | center]]

+

+

:4. On the second step decide whether you will offer a reward for sharing your promotion. This step is very important because it can help you to easily get more clients.

+

*write what reward you offer;

+

*indicate the number of times client should share promotion to receive the reward;

+

*how many times 1 client can claim the reward;

+

*insert reward picture;

+

*check "send email" if you want clients to receive an email about being rewarded and adjust the email text if necessary;

+

*adjust the texts of reward;

+

*proceed to the next step.

+

[[File:Create new promotion - step 2.png | center]]

+

+

:5. On the third step enter the details of your campaign

+

*change the promotion code if needed;

+

*add campaign image;

+

*add dates that clients can book using this promotion;

+

*add period when they can redeem the code;

+

*set time limitation if needed;

+

*proceed to the next step.

+

[[File:Create new promotion - step 3.png | center]]

+

+

:6. On the fourth step announce your promotion

+

*get the link of the deal to share with your clients;

+

*choose how to notify your clients, by email or sms (please change the text of email or sms (1 sms 70 symbols in unicode, 140 plain English text without special characters));

+

*configure whom you will send the deal, to clients who booked/did not book, use filters by service, provider, dates;

+

*select clients and send the promotion (or save it without sending).

+

[[File:Create new promotion - step 4.png | center]]

+

+

---------

+

=Service Add-ons=

+

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

+

You can create add-ons for selected services. These add-ons do not influence service duration, but the service becomes more expensive. An example would be a massage, whereas the client could choose to add the luxury oil that costs more during massage.

+

Use this to your advantage to sell more!

+

:'''Please note!''' This custom feature cannot be used without [[Custom_Features#Accept_Payments | Accept Payments]] custom feature, that is why this option will be automatically enabled as soon as you enable "Service Add-ons".

+

+

'''How to use:'''

+

: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.png | center]]

+

+

:2. Click on “Settings” button that will appear there or select Manage// Service Add-ons section and you will get to a page where you will be able to create all necessary items.

+

[[File:Service add-ons settings path.png | center]]

+

+

:3. Click on “+” icon to create new add-on, set its name and price.

+

:'''Please note!''' It is not possible to create free add-ons, each of them needs to have price added.

+

[[File:Create new service add-on v3.png | center]]

+

+

:4. To relate the add-on with particular service(s) please use “Connected services” tab and check the boxes with desired services/classes.

+

[[File:Connect service add-on to services.png | center]]

+

+

:5. You can also make add-on to be selected by default on the booking page

+

:'''Please note!''' The clients will be able to to uncheck this item if they wish to on the booking page.

+

[[File: Selected add-on.png | center]]

+

+

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

+

[[File:Add-ons booking page view.png | center]]

+

+

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

+

1- [[Custom_Features#Rewards_and_Referrals| Rewards and Referrals]]. Discounts are not applied to add-ons prices. Please use Coupons and Gift Cards feature instead.

+

2- [[Custom_Features#Group_Bookings | Group Bookings]]. Number of items is multiplied to number of participants selected.

+

3- [[Custom_Features#Multiple_Bookings | Multiple bookings]]. Add-ons are selected separately for each booking.

+

+

'''Can I add the items that clients has selected to notification templates?'''

+

Sure, just add [attributes] variable to all necessary templates in Settings//Email and SMS settings and the list of products will be included to corresponding notifications

+

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

+

+

--------

+

=Service Categories=

+

+

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

+

+

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

+

+

;How to use

+

:1. Enable Service Categories custom feature in the Custom Feature section//Adding more to booking page.

+

[[File:Service categories enable path.png | center]]

+

+

:2. In Manage//Services click on "+" and choose "Add category" to create all necessary categories. Insert title, picture, description and assign services to category.

+

[[File: Create new category v3.png | center ]]

+

+

:3. Click on "Category details" tab of the category to edit any information. To connect services please choose "Category services" tab and check corresponding boxes.

+

[[File: Attach service to category.png | center]]

+

+

:4. Here you can see how categories can look like on the booking page using one of the themes avilable.

+

[[File:Categories booking page view.png| center]]

+

+

-------

+

=SMS Gateway=

+

+

[[File:Sms.png|left]]

+

Use the SMS Gateway custom feature to use your own SMS gateway (Twilio, Nexmo or BulkSMS 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.

+

+

'''IMPORTANT!''' Setting this up requires some technical knowledge and the SimplyBook.me team can not help with account creation at the SMS gateway providers.

+

+

'''How to use'''

+

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

+

[[File:Sms gateway enable path.png | center]]

+

+

:2. Create an account with one of available sms gateways: [https://dashboard.nexmo.com/sign-up Nexmo], [https://www.twilio.com/try-twilio Twilio] or [https://www2.bulksms.com/register/ BulkSMS] if you do not have one yet.

+

:3. Click on “Settings” near “SMS Gateway” custom feature.

+

[[File:Sms gateway settings path.png | center]]

+

+

4. On the next step please select the sms provider from “SMS Gateway” drop down and add corresponding settings on the right side of the page.

+

[[File:Sms gateway options.png | center]]

+

+

5. Save settings and it is all done!

+

+

'''Please note!''' If this custom feature is enabled and set correctly you do not need to purchase sms credits from our side.

+

You will be able to see sms being sent from the system in Reports//Sms report with 0 as credits amount in this case.

+

+

:''Troubleshooting:''

+

:'''Sms credits are charged from my account:'''

+

- SMS Gateway Custom Feature is not enabled

+

- SMS Gateway processor settings are not added.

+

+

:'''Sms are not sent from the system'''

+

- SMS Gateway settings are not added correctly.

+

- There is no sms credits on your balance.

+

+

-------

+

=SMTP=

+

+

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

+

It allows you to use your own SMTP server so all emails sent from the SimplyBook.me system on your behalf, come from your own email address.

+

+

;How to use.

+

:1. You can enable this Custom Feature in your Custom Feature section

+

[[File:Smtp enable path.png | center]]

+

+

:2. Go to its settings.

+

[[File:Smtp settings path.png | center]]

+

+

:3. And set your SMTP server details in Custom Feature settings.

+

[[File:Smtp settings v3.png | center]]

+

+

Remark that if you have a gmail address or g-suite email, you can send up to 1.000 emails per day through that address.

+

'''How to store a copy of outgoing emails in your Gmail''':

+

:1. You need to log into your Gmail or Google Apps email Settings and Click on the Forwarding/IMAP tab and scroll down to the IMAP Access section.

+

:2. Please set the IMAP as enabled in order for emails to be properly copied to your sent folder.

+

:''For added security, you can setup double authentication for the email that you plan to use. ''

+

:''[https://support.google.com/accounts/answer/185833 Here] you can check instructions how to use application password for double-step authentication.''

+

+

:If you send more than 1.000 notifications/promotions per day, you can look at other smtp services like sendinblue.com, sendgrid.com, mailjet.com, or authsmtp.com.

+

Please check video tutorial [https://vimeo.com/195300585 here].

+

+

------

+

=SOAP=

+

+

[[File:Soap.png | left]]

+

This feature allows you to insert time stamped record with 4 text fields that stays with client data in patient format. SOAP notes are a style of documentation that medical professionals, such as nurses, therapists, athletic trainers, counsellors, and doctors, use to record information about patients. The acronym stands for subjective, objective, assessment and plan.

+

+

'''How to use'''

+

:1. Enable in Custom features//Business enhancements.

+

[[File:Soap enable path v3.png | center]]

+

+

:2. Now you can go to Manage//Clients, click on Edit button, choose SOAP info tab and add necessary information there.

+

[[File:Add soap info to client.png | center]]

+

+

Or you can add SOAP information from the booking directly by selecting “Client” tab and clicking on “Add SOAP info” button.

+

As well this option allows you to add some medical history in separate tab if necessary.

+

[[File:Add soap info to client from booking.png | center]]

+

+

:3. And now you can check and/or update comments related to particular client in Manage//Clients//Edit//SOAP info history.

+

[[File:Check soap info history v3.png | center]]

+

+

Or in booking related to this client in “Client” tab.

+

+

This feature also allows you to check the records added previously either in booking in Calendar or in client record in Manage//Clients//Edit.

+

+

'''Please note''', the information you add there is not seen from client side and is for internal use.

+

As well this information is not exported from the system in Reports.

+

+

-------

+

=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.

+

+

'''How to use'''

+

+

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

+

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

+

:And click on “Enable” near “SOAP with data encryption” option.

+

[[File:Soap enable path.png | center]]

+

+

:3. Please choose “Settings” near it to generate the keys and setup encryption following the instructions on the right side of the page.

+

[[File:Soap settings path.png | center]]

+

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

+

+

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

+

+

-------

+

=SSL=

+

+

[[File:Ssl new icon.png ‎ ‎|left]]

+

Make all client's connections with the server through a secure layer.

+

+

It is important to have it enabled for some payment processors and widgets.

+

+

Free custom feature!

+

+

;How to use

+

: Just enable it on your Custom features page and you are done!

+

[[File:Ssl enable path free.png | center]]

+

+

------

+

=Status=

+

+

[[File:Status new icon.png‎ ‎|left]]

+

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.

+

+

::'''Please note''', if you use [[Custom_Features#Provider.27s_Color_Coding | Provider's Color Coding custom feature]], Status custom feature has higher priority than Provider's Color Coding. Therefore, colors of the booking statuses will be displayed.

+

+

;How to use

+

:1. Activate this custom feature in the Custom Features section//Booking related.

+

[[File:Status enable path.png | center]]

:2. Go to the settings of this custom feature

−

[[File:Status settings path.png | center]]

+

[[File:Status settings path.png | center]]

−

+

−

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

+

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

−

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

+

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

−

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

+

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

+

+

-------

+

=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.

+

+

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

+

+

[[File:Take me back home new theme.png|center]]

+

+

;How to use

+

:1. Enable Take Me Back Home in the Custom Features section//Look and Feel.

+

[[File:Take me back home enable path.png | center]]

+

+

:2. Go to its settings.

+

[[File:Take me back home settings path.png | center]]

+

+

:3. Insert the link where you want your clients to be redirected, write a text for this link.

+

:Also insert the link where you want your clients to be redirected for mobile version and add text for this link.

+

:4. Enable or leave disabled "Enable auto redirect to your site". If enabled, it will redirect your clients automatically to the page you indicated in the "link to your website" filed in 10 seconds.

+

:5. Write auto redirect text that will be displayed in case the option "Enable auto redirect to your site" is enabled('''please note!''' do not change "%s" part for correct timer work).

+

[[File:Take me back home settings v3.png|center]]

+

+

--------

+

=Terms and Conditions=

+

+

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

+

If you want your business to be bulletproof then this Custom Feature is a MUST. Use it to create and manage terms & conditions for your company towards your clients.

+

The text inserted in the Custom Feature will be displayed on the "Details" page above the "Book Now" button or on sign up step if you are using [[Custom_Features#Client_Login | Client login feature]] as a checkbox with text "''I agree with -your company name- Terms & Conditions''" and the clients will need to agree to it to be able to book your services

+

+

Free custom feature!

+

+

;How to use

+

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

+

[[File:Terms and conditions enable path free.png| center]]

+

+

:2. Go to its settings to add your Terms and Conditions.

+

[[File:Terms and conditions settings path free.png| center]]

+

+

:3. Add your text. You can use HTML formatting there to adjust the look.

+

[[File:Terms and conditions settings v3 new.png | center]]

+

+

-------

+

=Visitor Counter=

+

+

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

+

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.

+

+

;How to use

+

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

+

[[File: Visitor counter enable path.png | center]]

+

+

:2. Check the chart on Dashboard page for updates.

+

[[File:Visitor counter chart v3.png | center]]

+

+

-------------

+

=Voice Bookings=

+

+

[[File:Voice booking.png | left]]

+

iBOB is an intelligent Booking Oriented Bot that answers your phone, accepts bookings from your clients 24/7 and redirects calls to you if clients asks for it, or if iBOB has problems understanding your client. You need iBOB credits to use iBOB as your personal assistant. iBOB is very fair, and does not charge much for his services. His services cost from only $2/month for a local phone number and 0,12 cents per incoming call minute.

+

+

'''Please note!''' Not all the countries have available phone numbers. Please contact support to check before voice credits purchase.

+

+

:'''How to use'''

+

:1. Enable “iBOB - Your intelligent voice assistant” custom feature on your Custom features page.

+

[[File:Ibob enable path.png | center]]

+

+

:2. Go to Plans&Prices//Additional items to buy voice credits.

+

[[File:Ibob buy voice credits.png | center]]

+

+

:3. Go to Manage//Voice bookings or just click on Settings near this custom feature.

+

[[File:Ibob settings path.png | center]]

+

+

:3. To add new phone number please click on “+” icon, select your country and phone type.

+

[[File: Ibob buy phone number.png | center]]

+

+

:4. Buy phone number from the list you see(there are also the prices per month and per minute). It will be the number for your clients to dial to make bookings.

+

[[File:Ibob buy phone number - step4.png | center]]

+

+

:5. When the number is purchased you can set the voice, choose transcription language, add your greeting message that the clients will hear at the beginning of the call. As well you can add there a number to contact you if necessary.

+

+

:'''Please note!''' If the bot does not get the information said by client, the client will be redirected to this “Company redirect phone number” if it is added.

+

[[File:Ibob setup number.png | center]]

+

+

:7. All is set. You can give your clients the number set according to the steps above and iBob will help them to book your services.

+

+

'''Additional option''' – you can set predefined location/category/service/provider per phone number and the clients will book that option exactly.

+

[[File:Ibob predefined options.png | center]]

+

+

'''Statistics'''

+

To check the calls made to your voice bot please use Reports//Voice bookings section.

+

[[File:Ibob reports overview.png | center]]

+

+

=Zapier Connector=

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

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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”.

+

[https://simplybook.me/ SimplyBook.me] is available in Zapier as Trigger app, it means only information from [https://simplybook.me/ SimplyBook.me] is sent to Zapier (1-way integration) and via Zapier to any app that has actions.

+

+

'''Please note!'''

+

* Available data depends on [[Custom_Features | custom features]] enabled;

+

* It doesn't work if 2-step authentication is enabled ([[Custom_Features#HIPAA |HIPAA]] or [[Custom_Features#Google_Authenticator | Google Authenticator]]);

+

* New client trigger doesn't work with [[Custom_Features#Import_Clients |Import clients]] feature, but works correctly if 1 client is added manually in admin interface;

+

* Information about [[Custom_Features#Membership |membership]]/[[Custom_Features#Coupons_.26_Gift_Cards |promotion]]/[[Custom_Features#Packages |package]]/[[Custom_Features#Products_for_Sale |product]] used is not included as it relates to invoice and not to booking;

+

* Comment change doesn't launch any trigger;

+

* To be able to use Booking change/Booking cancellation triggers in order to change existing records in Action app you need to use Premium Zapier account, as Search step is needed to find the record in action app;

+

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

+

* Invoice data is not sent;

+

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

+

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

+

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

+

</div>

+

−

-------

+

'''4 triggers''' are now available with [https://zapier.com/app/login?next=/developer/public-invite/11136/4b23820111ea25dcd5868ab9d1c2a49d/ invitation version]:

+

• ''New booking'' - launches when new booking is created in SimplyBook.me account;

+

• ''Booking change'' - launches when booking is changed (change of date/time/service/provider/status/intake forms answers);

+

• ''Booking cancellation'' - launches upon booking cancellation;

+

• ''New client'' - launches when new client is added, either upon a new booking, or when admin manually adds client in SimplyBook.me admin interface.

−

~~=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 a few seconds by a redirect script.

−

~~ ~~

−

~~[[File:Take me back home new theme.png|center]]~~

−

~~;How to use~~

−

~~:1. Enable Take Me Back Home in the Custom Features section//Look and Feel.~~

−

~~[[File:Take me back home enable path.png | center]]~~

−

~~ ~~

−

~~:2. Go to its settings.~~

−

~~[[File:Take me back home settings path.png | center]]~~

−

~~ ~~

−

~~:3. Insert the link where you want your clients to be redirected, write a text for this link. ~~

−

~~:Also insert the link where you want your clients to be redirected for mobile version and add text for this link.~~

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~~:4. Enable or leave disabled "Enable auto redirect to your site". If enabled, it will redirect your clients automatically to the page you indicated in the "link to your website" filed in 10 seconds.~~

−

~~:5. Write auto redirect text that will be displayed in case the option "Enable auto redirect to your site" is enabled('''please note!''' do not change "%s" part for correct timer work).~~

−

~~[[File:Take me back home settings v3.png|center]]~~

−

~~ ~~

−

~~--------~~

−

~~=Terms and Conditions=~~

−

~~ ~~

−

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

−

~~If you want your business to be bulletproof then this Custom Feature is a MUST. Use it to create and manage terms & conditions for your company towards your clients.~~

+

;'''Available data:'''

−

~~The text inserted in the Custom Feature will be displayed on the~~ "~~Details" page above the "Book Now" button or on sign up step if you are using [[Custom_Features~~#~~Client_Login | Client login feature]] as a checkbox with text~~ "~~''I agree with~~ -~~your company name- Terms & Conditions''" and the clients will need to agree to it to be able to book your services~~

+

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

−

+

Basic functionality (no custom features enabled):

−

;~~How to use~~

+

*Company (login, name, email, phone),

−

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

+

*Service (name, description, duration, buffer time),

−

~~[[File:Terms and conditions enable path~~.~~png | center]]~~

+

*Provider (name, description, email, phone),

+

*Client information (name, email, phone, address, timezone),

+

*Booking code (if booking is confirmed, start/end date/time).

−

:~~2. Go to its settings to add your Terms and Conditions.~~

+

Custom features related data:

−

[[~~File~~:~~Terms and conditions settings path.png~~ | ~~center~~]]

+

* [[Custom_Features#Accept_Payments |Accept payments]] (service price, currency);

−

+

* [[Custom_Features#Status |Status]] (name, description, color);

−

:3. Add ~~your text. You can use HTML formatting there to adjust the look.~~

+

* [[Custom_Features#Approve_Bookings |Approve bookings]] (approval status: approved, canceled);

−

[[~~File:Terms and conditions settings v3 new.png~~ | ~~center~~]]

+

* [[Custom_Features#Multiple_Locations |Multiple Locations]] (location name, location address (with coordinates), location phone, location description);

+

* [[Custom_Features#Service_Categories |Service Categories]] (category name, category description);

+

* [[Custom_Features#Service_Add-ons |Service Add-ons]] (add-on name, add-on price);

+

* [[Custom_Features#Intake_Forms |Intake Forms]] (answers).

+

For New client trigger:

+

* Client ID;

+

* Client name;

+

* Client email;

+

* Client phone;

+

* Client address;

+

* If client is blocked to login (if [[Custom_Features#Client_Login |Client login]] custom feature is enabled);

+

* Client registration date.

−

~~-------~~

−

~~=Visitor Counter=~~

−

~~ ~~

−

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

−

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.

−

~~ ~~

−

~~;How to use~~

−

~~:1. Enable this option on your custom Features page.~~

−

~~[[File: Visitor counter enable path.png | center]]~~

−

~~ ~~

−

~~:2. Check the chart on Dashboard page for updates.~~

−

~~[[File:Visitor counter chart v3.png | center]]~~

−

----~~---------~~

+

;How to use:

−

+

:1. Enable Zapier connector custom feature on your Custom features page on SimplyBook.me side.

−

+

[[File:Zapir connector enable path.png | center]]

−

~~=Voice Bookings=~~

−

−

[[File:~~Voice booking~~.png | ~~left~~]]

−

iBOB is an intelligent Booking Oriented Bot that answers your phone, accepts bookings from your clients 24/7 and redirects calls to you if clients asks for it, or if iBOB has problems understanding your client. You need iBOB credits to use iBOB as your personal assistant. iBOB is very fair, and does not charge much for his services. His services cost from only $2/month for a local phone number and 0,12 cents per incoming call minute.

−

~~ ~~

−

~~'''Please note!''' Not all the countries have available phone numbers. Please contact support to check before voice credits purchase.~~

−

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

+

:2. Create new Zap by clicking on Make a Zap button in Zapier interface.

−

+

[[File:Make a zap button.png | center]]

−

:~~1. Enable “iBOB~~ - ~~Your intelligent voice assistant” custom feature on your Custom features page~~.

−

[[File:~~Ibob enable path~~.png | center]]

−

:2. ~~Go to Plans&Prices~~/~~/Additional items to buy voice credits.~~

+

:3. Look for Simplybook in Trigger step.

−

[[File:~~Ibob buy voice credits~~.png | center]]

+

[[File:Zapier select trigger app.png | center]]

−

:3. ~~Go to Manage//Voice bookings or just click on Settings near this custom feature~~.

+

:4. Select the desirable trigger.

−

[[File:~~Ibob settings path~~.png | center]]

+

[[File:Select trigger.png | center]]

−

:3. ~~To add new phone number please click on “+” icon, select your country and phone type~~.

+

:5. Connect SimplyBook.me account.

−

[[File: ~~Ibob buy phone number~~.png | center]]

+

[[File:Connect sbm account v2.png | center]]

−

:4. ~~Buy phone number from the list you see(there are also the prices per month and per minute). It will be the number for your clients to dial~~ to ~~make bookings~~.

+

:6. Click Continue to test this step.

−

[[File:~~Ibob buy phone number - step4~~.png | center]]

+

[[File:Test trigger step.png | center]]

−

:5. ~~When the number is purchased you can set~~ the ~~voice, choose transcription language, add your greeting message that~~ the ~~clients will hear at the beginning of the call. As well~~ you ~~can add there a number~~ to ~~contact you if necessary~~.

+

:7. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to.

−

~~ ~~

+

[[File:Add action step.png | center]]

−

~~:'''Please note!''' If the bot does not get the information said by client, the client will be redirected~~ to ~~this “Company redirect phone number” if it is added~~.

−

[[File:~~Ibob setup number~~.png | center]]

−

:7. ~~All is set. You can give your clients~~ the ~~number set according to~~ the ~~steps~~ above ~~and iBob will help them to book your services~~.~~ ~~

+

:8. Connect this application account and setup the template using the available data mentioned above.

−

~~'''Additional option''' – you~~ can ~~set predefined location/category/service/provider per phone number and the clients will book that option exactly.~~

+

:9. You can test this step operation as well if necessary or skip it.

−

~~[[File:Ibob predefined options~~.~~png | center]]~~

−

~~'''Statistics''' ~~

+

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

−

~~To check~~ the ~~calls made to your voice bot please use Reports//Voice bookings section~~.

+

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

−

[[File:~~Ibob reports overview~~.png | center]]

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Custom Features (view source)

Revision as of 10:30, 12 December 2019

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