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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.<br><br>
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.<br><br>
Video overview [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=Oh_HdraT-eA]]
You may also need:
You may also need:
*[[Popular_custom_features_by_business_category | TOP 10 Custom Features per Business Category]]
*[[Popular_custom_features_by_business_category | TOP 10 Custom Features per Business Category]]
=Accept Deposits=
[[File:Accept deposits icon.png |left]]<br> 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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<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note''':</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">When you enable Accept deposits feature <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept_payments_custom_feature|Accept Payments]]</span> will be enabled as well.</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">This feature is not compatibel with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Rewards_and_Referrals_custom_feature|Rewards and Referrals]].</span></span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If the client wants to apply <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Coupons_and_Gift_Cards_custom_feature|a promocode]]</span> or a previously purchased <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Packages_custom_feature|package]]</span> during purchase he/she needs to pay full price only as these items cannot be applied with deposits.</span>
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;How to use
:1. To enable this feature please navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Business enhancements</span> section, click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accept deposits</span> and either move the switcher to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">On</span> position or hit <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable</span> button on the right side of the page.
[[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 <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow clients to pay full price</span> option on the right side of the page.<br>
:In this case if deposit amount is indicated per service/class the client will pay that amount to confirm their booking.<br>
:If only full amount is set per service/class then the clients will pay full price.
:In case <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow clients to pay full price</span> is enabled(default state) and deposit amount is indicated per service/class the clients will have a choice to pay either full price or deposit at checkout.
[[File:Accept deposits setting.png|border| center]]
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:3. To set deposits per your services please either go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services(Classes)</span> or use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> button near this custom feature title.
[[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 <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service/Class details</span> tab and move <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable deposit</span> switcher to the active position.
[[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.
[[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.
[[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<br>
:(it will be shown as pending till the client pays at the place of appointment and you manually approve it).<br>
:You can manage them in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment transactions.</span>
[[File:Deposit booking invoices.png|border| center]]
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:Or via <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Point_of_Sale_custom_feature|Point of Sale]]</span> interface:
[[File:Deposit booking pos.png|border|center]]
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=[[Accept payments custom feature |Accept Payments]]=
=[[Accept payments custom feature |Accept Payments]]=
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[[File:Add tax to service.png | center]]
[[File:Add tax to service.png | center]]
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;Can I use other payment processor not listed in the Accept Payments Custom Feature?
;Can I use other payment processor not listed in the Accept Payments Custom Feature?
In that case please contact support and we will gladly check the possibilities of adding it to our system. Support may ask you to provide technical documentation related to this payment processor to check if there is a possibility of such an integration.
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.
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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<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''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</span>
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'''''Please note''''' that this feature works with web calendars only - it will not work with Microsoft Exchange calendars.
'''''Please note''''' that this feature works with web calendars only - it will not work with Microsoft Exchange calendars.
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. <br><br>
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. <br><br>
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
<br><br>
;How to use
;How to use
:1. Enable Cancellation policy fature on your Custom Features page.
:1. Enable Cancellation policy fature on your Custom Features page.
[[File:Cancellation policy enable path.png | center]]
[[File:Cancellation policy enable path free.png | center]]
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:2. Click on "Settings" near this option.
:2. Click on "Settings" near this option.
[[File: Cancellation policy settings path.png | center]]
[[File:Cancellation policy settings path free.png | center]]
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:3. Add your text to the corresponding field and select the period when bookings can be canceled<br>
:3. Add your text to the corresponding field and select the period when bookings can be canceled<br>
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.
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]]
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
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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]]
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;How to use
;How to use
:1. Enable this feature in your Custom features section.
:1. Enable this feature in your Custom features section.
[[File:Clean history enable path.png | center]]
[[File:Clean history enable path free.png | center]]
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:2. Choose "Settings" near this option to set your preferences.
:2. Choose "Settings" near this option to set your preferences.
[[File:Clean history settings path.png | center]]
[[File:Clean history settings path free.png | center]]
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:3. Set the time when the bookings should be deleted.
:3. Set the time when the bookings should be deleted.
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.
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.
<br><br>
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
<br><br>
<br><br>
;How to use
;How to use
:1. Enable this option on your Custom Features page.
:1. Enable this option on your Custom Features page.
[[File:Custom css enable path.png | center]]
[[File:Custom css enable path free.png | center]]
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<br><br>
:2. Click on "Settings" near this feature.
:2. Click on "Settings" near this feature.
[[File:Custom css settings path.png | center]]
[[File:Custom css settings path free.png | center]]
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:3. Add the code(s) to adjust the styles to "Booking pages CSS" tab if you wish to edit the booking page<br>
:3. Add the code(s) to adjust the styles to "Booking pages CSS" tab if you wish to edit the booking page<br>
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=Facebook Bot=
=Facebook and Instagram Bookings=
[[File:Facebook business icon.png|left]]
[[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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<span style="background-color:#ffe9e9; padding:5px; border-radius:5px; font-weight: bold;">Please note!</span><br>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It is possible to connect booking option to Facebook Business and Instagram Business pages. This functionality cannot be added to a personal page.</span><br>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">The booking option is not shown on desktop Instagram version and can be used via mobile apps only.</span><br>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Bookingtroll theme is used for the booking widget by default. If you need to adjust the styling please use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Custom_CSS|Custom CSS]]</span> feature.</span><br>
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;How to add and use booking option to Facebook/Instagram business page
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:3. Log into the [https://developers.facebook.com/ Facebook Developer Console].
:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook & Instagram Bookings</span> custom feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page.
[[File:Facebook developers login new.png | center]]
[[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"
:2. Login to your Facebook/Instagram business account(s) in another browser tab.
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:5. Enter a name and contact email address and click on "Create App ID".
:3. Go back to SimplyBook.me interface and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> near <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook & Instagram Bookings.</span>
[[File:Create new app id new.png | center]]
[[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.
:4. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Connect with Facebook</span> button on the page you see.
[[File:Fb bot skip step.png | center]]
[[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.
:5. You will be redirected to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook</span> interface to manage the permissions and connection to SimplyBook.me.<br>
[[File:Fb bot add basic details.png | center]]
:Please follow the steps 1-5 displayed below.<br>
:(If you have Instagram business profile connected to your Facebook business page you will be able to connect it there as well <br>
:and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book</span> button will automatically appear there)
[[File:Facebook permisions setup.png|border|center]]
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:8. Then please click on "+" near "Products" on the left-side.
:6. Now you will have your services shown on your Facebook page with <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book</span> buttons next to them that will redirect your clients to your booking site.<br>
[[File:Fb bot products path.png | center]]
[[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.
:7. You can also add booking option to your Facebook page posts so that the customers will be able to quickly book your services.
[[File:Fb bot messenger path.png | center]]
[[File:Fb adding bookings to post.png|border|center]]
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;How to remove Book button from Facebook/Instagram pages
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:14. Click "Verify and Save" button.
:1. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook & Instagram Bookings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> on SimplyBook.me side.
:15. Scroll to “App Review for Messenger” block, select the first option “pages_messaging” and add the details requested there.
[[File:Facebook and insta bookings settings path.png|boredr|center]]
[[File:Pages messaging add.png | center]]
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[[File:Fb bot submission step 1.png | center]]
:2. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Logout</span> at the top of the page.
[[File:Facebook logout.png|border|center]]
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:16. You can use the same details as on this image.
:3. You will be redirected to Facebook interface, where you just need to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">check the box with SimplyBook.me</span> and select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Remove</span> option.
[[File:Fb bot submission step 2.png | center]]
[[File:Facebook remove simplybook.png|border|center]]
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;How to add and use booking option on Instagram only
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:18. You can also make your app live for approved users to test.
:1. Open your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Instagram</span> mobile application and login to your business page.
:It will become available to all your page visitors after Facebook approval.
<br><br>
[[File:Fb bot make app public.png | center]]
:2. Navigate to your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">profile</span> and select to edit it.
<br><br>
:3. Follow the steps 1-8 below to add <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book</span> button that will lead the customers to your booking site:
[[File:Insta setup.png|border|center]]
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;How to remove Book option from Instagram business page
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;How to use
:1. Open your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Instagram</span> mobile application and navigate to editing your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">profile.</span><br>
:1. Enable this option on your Custom features page.
:Follow the steps 1-5 below to remove <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book</span> button:
[[File:Facebook client info enable path.png | center]]
[[File:Insta button removal.png|border|center]]
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=Facebook Bot=
=Flexible Notifications=
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<br>
[[File:Flexible notifications new icon.png| left]]
[[File:Facebook bot logo.png |left]]
Do you wish to add automated booking functionality to your Facebook fan page? <br>Now it is possible with brand new Facebook bot custom feature.
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:3. On the page you see press "new flexible template settings".
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Facebook bot works in English only and provides only basic functionality, so for example <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept_payments_custom_feature|payments]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Login_custom_feature|client login]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Membership_custom_feature|memberships]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Approve_Bookings_custom_feature|approve bookings]]</span>, etc. are not working there.<br>
[[File:Flexible notifications create new template.png| center]]
Contact support for more details.</span>
<br><br>
:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook Bot</span> custom feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page.
[[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.
:2. Choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> near it to see basic instructions.
[[File:Flexible template creation.png | center]]
[[File: Facebook bot settings path.png | center]]
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:3. Log into the <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://developers.facebook.com/ Facebook Developer Console]. </span>
[[File:Facebook developers login new.png | center]]
[[File:Google analytics new icon.png |left]]
[[File:Google analytics enable path.png | center]]
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:2. Choose "Settings"
:4. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">My Apps</span> in the upper right-hand corner and choose to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add a New App"</span>
[[File:Google analytics settings path.png | center]]
[[File:Fb create new app.png | center]]
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:3. Fill in the boxes with the corresponding information.
:5. Enter a name and contact email address and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Create App ID.</span>
[[File:Google analytics settings v3.png | center]]
[[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.
[[File:Fb bot skip step.png | center]]
:1. The '''Google analytics id''' can be found in your Google analytics accounts. <br>
[[File:Analytics home.png | center]]
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:2. In the pop-up you will see your Analytics ID
:7. Add all basic information about your company and bot, required links, an icon as well as GDPR related information if necessary.
[[File:Analytics id.png | center]]
[[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.<br>
:8. Then please click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> near <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Products</span> on the left-side.
:''An example of this id would be: UA-70295750-1''<br>
[[File:Fb bot products path.png | center]]
:To start tracking visitors, you only need to set your analytics account id. <br><br>
[[File:Conversions path.png| center]]
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:3. Click + to create conversions and select Website conversions.
:9. Scroll the page you see a little bit and click the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Set Up</span> button for the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Messenger</span> option.
[[File:New conversion step 1.png | center]]
[[File:Fb bot messenger path.png | center]]
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:4. Set up the options.
:10. Under the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Token Generation</span> section, choose one of your Facebook pages, copy the token you get.
[[File:New conversion step 2.png | center]]
[[File:Fb bot token copy.png | center]]
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:If you see the following error while selecting the page you may need to edit the permissions.
[[File:Fb bot error permissions.png | border|center]]
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[[File:Permission steps facebook.png |border|center]]
[[File:New conversion step 3.png | center]]
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:6. Then you will see a code like this:
:11. Then <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Page Access Token</span> will be generated. Enter it in Simplybook.me <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook bot settings.</span>
[[File:New conversion step 4.png | center]]
[[File:Fb bot token paste.png | center]]
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:12. Click the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Setup Webhooks</span> button under the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Webhooks</span> section and enter <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Callback URL</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Verify token</span> copied from SimplyBook.me <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook Bot feature settings.</span>
[[File:Fb bot setup webhooks.png | center]]
<br><br>
<br><br>
:13. Check the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">messages</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">messaging_postbacks</span> options under <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Subscription Fields.</span>
[[File:Fb bot setup webhooks step 2.png | center]]
<!- Event snippet for Testing conversion page -><br>
<script><br>
</script>
</code>
<br>
[[File:Add conversion details to sbm.png | center]]
<br><br>
<br><br>
:14. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Verify and Save</span> button.
-------
:15. Scroll to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">App Review for Messenger</span> block, select the first option <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">pages_messaging</span> and add the details requested there.
[[File:Pages messaging add.png | center]]
<br>
[[File:Google authenticator.png |left]] <br> 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.<br>
<br><br>
<br><br>
[[File:Fb bot submission step 1.png | center]]
: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”
<br><br>
<br><br>
: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.
:16. Complete the steps you see in the pop-up.(the steps may be changed by Facebook with time)
[[File:Google authenticator settings path.png | center]]
[[File:Fb but submit for review.png | center]]
<br><br>
<br><br>
:3. On Manage//Users page click on “+” and create all desired system users to be able to connect each to 2-step authentication.
:17. Submit your app for review.
[[File:Create users.png | center]]
[[File:Fb bot submission step 3.png | center]]
<br><br>
<br><br>
: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.
:18. You can also make your app live for approved users to test.
[[File: Ga application links.png | center]]
:It will become available to all your page visitors after Facebook approval.
[[File:Fb bot make app public.png | center]]
<br><br>
<br><br>
: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.
:19. It may take some time for Facebook to approve your application and your clients will be able to book using the chat bot.
[[File:Connect ga to user v3.png | center]]
:Here you can see how approved request will look like<br>
[[File:Bot approved.png | center]]
<br><br>
<br><br>
:6. All done! This user can now log in in more secure way!
-------
<br><br>
=Facebook Client Info=
:- open Simplybook.me site or direct link as companyname.simplybook.me<br>
<br>
[[File:Facebook client info new icon.png |left]]
[[File:2-step authentication pop-up.png | center]]
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.
<br><br>
;How to use
:1. Enable this option on your Custom features page.
[[File:Facebook client info enable path.png | center]]
<br><br>
<br><br>
:2. And the clients will be able to log in with their Facebook profiles on the booking site.
[[File:Facebook client info client view.png | center]]
[[File:Facebook client info client view logged.png | center]]
[[File:Allow to log in without 2step auth.png | center]]
<br><br>
<br><br>
-------
=Flexible Notifications=
<br>
<br>
:1. Google Authenticator custom feature should be previously enabled by admin as described above.
[[File:Flexible notifications new icon.png| left]]
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!
<br><br>
<br><br>
: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]]
<br><br>
:2. Click on "Settings" near this feature.
[[File:Flexible notifications settings path.png | center]]
<br><br>
<br><br>
: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]]
<br><br>
<br><br>
: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.
[[File:Flexible template creation.png | center]]
:- fill in all necessary details and password<br>
<br><br>
<br><br>
---------
-------
=Google Adwords and Analytics=
<br>
<br>
[[File:Google analytics new icon.png |left]]
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]]
<br><br><br>
<br><br>
;How to use
;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]]
<br><br>
<br><br>
: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]]
<br><br>
<br><br>
: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]]
<br><br>
<br><br>
;Where to find the details
:1. The '''Google analytics id''' can be found in your Google analytics accounts. <br>
:Go to Analytics home, and click on "All Web Site data" in the top left corner.
<br>
[[File:Analytics home.png | center]]
[[File:Group booking new icon.png |left]]
<br><br>
:2. In the pop-up you will see your Analytics ID
[[File:Analytics id.png | center]]
<br><br>
<br><br>
:It should be in the format: UA-XXXXXXXX-X Where XXXXXXX-X is some number.<br>
:''An example of this id would be: UA-70295750-1''<br>
:To start tracking visitors, you only need to set your analytics account id. <br><br>
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. 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.
:1. Sign in to your Ads account at https://ads.google.com
[[File:Number of clients per provider.png | center]]
:2. Click Tools and select Conversions
[[File:Conversions path.png| center]]
<br><br>
:3. Click + to create conversions and select Website conversions.
[[File:New conversion step 1.png | center]]
<br><br>
<br><br>
: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]]
<br><br>
<br><br>
'''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.
<br><br>
<br><br>
: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]]
<br><br>
<br><br>
:6. Then you will see a code like this:
[[File:New conversion step 4.png | center]]
[[File:Group bookings client view.png | center]]
<br><br>
<br><br>
-------
<code>
<!- Event snippet for Testing conversion page -><br>
<script><br>
gtag('event', 'conversion', {'send_to': 'AW-XXXXXXXXX/YYYYYYYY-YYYYYYYYYYY'});<br>
</script>
</code>
<br>
where XXXXXXXXX is your conversion id(google_conversion_id value) and <br>
YYYYYYYY-YYYYYYYYYYY is conversion label(google_conversion_label value)
<br>
<br>
:7. Use these details to add to the corresponding fields of this custom feature settings.
<br>
<br>
[[File:Add conversion details to sbm.png | center]]
<br><br>
<br><br>
-------
=Google Authenticator=
<br>
[[File:Google authenticator.png |left]] <br> 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.<br>
You can use this custom feature with or without HIPAA feature depending on your needs and business requirements.
<br><br>
<br><br>
;How to use
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
: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.''
<br><br>
<br><br>
: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]].
<br>
'''How to use it as admin user'''
<br>
: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]]
<br><br>
<br><br>
[[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]]
<br><br>
<br><br>
: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]]
<br><br>
<br><br>
: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.
[[File:Hipaa validate phone v3.png | center]]
<br><br>
<br><br>
: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]]
<br><br>
<br><br>
: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]]
<br><br>
:Login process will look like as follows:
:- open Simplybook.me site or direct link as companyname.simplybook.me<br>
:- fill in all necessary details and password<br>
:- enter 6-digits code from Google Authenticator feature
[[File:2-step authentication pop-up.png | center]]
<br><br>
<br><br>
''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]]
[[File:Html description field settings.png | center]]
<br><br>
<br><br>
'''How to connect Google Authenticator if you are a user'''
<br>
<br>
:'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).<br>
: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]]
<br><br>
<br><br>
: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]]
[[File:Import clients enable path.png | center]]
<br><br>
<br><br>
:2. Prepare your Excel file.
:4. From now you will login in more secure way!
<br><br>
<br><br>
:3. Go to Manage//Clients//Import from CSV or simply click on "Settings" near this custom feature.
:Login process will look like as follows:
:- open Simplybook.me site or direct link as https://companyname.simplybook.me<br>
:- fill in all necessary details and password<br>
:- enter 6-digits code from Google Authenticator feature
<br><br>
<br><br>
---------
[[File:Import clients file upload step1.png | center]]
=[[Google_Business_custom_feature|Google Business]]=
[[File:Google business icon.png | left]] <br><br> 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.
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
<br><br>
<br><br>
: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".
[[File: Import clients assigning column headers.png | center]]
;How to use:
:1. Enable this custom feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page.
[[File:Google business enable path.png | border| center]]
<br><br>
<br><br>
:6. Press "Confirm clients import".
:2. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> to create Google Business account if you do not have one yet, or connect already existing Google Business account.
:''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''
[[File:Google business settings path.png | border| center]]
<br><br>
<br><br>
[[File:Google business account.png|border| center]]
:1. Format of .csv file is incorrect. It should be saved in .csv with comma or tab separation.<br/>
<br><br>
:2. There is some text above the data or unnecessary columns that prevent successful import. Please delete the text.<br/>
:3. Give the necessary permissions so that it will be possible to see and edit your location(s) in SimplyBook.me.
:3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.
<br><br>
:4. If you already have some locations in Google Business you will be able to see them on the left side of the page.
[[File:Google business locations.png | center]]
<br><br>
:5. Just click on one of them if you need to make some edits and enable the option <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Update address in the profile</span>, 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]]
<br><br>
:or choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> option to add a new business address.
[[File:Google business add location.png | border| center]]
<br><br>
:6. After you have added the address, click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Save and Close</span> and you will have the possibility to proceed to the business location verification on Google side(it may take some time). <br>
:You can also close the pop-up and get back to the verification step later(there will be <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Verify now</span> button for each saved and synced business location). <br>
: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]]
<br><br>
: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]]
<br><br>
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''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.</span>
<br><br>
:8. You can also edit your business location details on Google side if necessary. Simply click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Edit on GMB</span> button at the top(appears for saved and synced locations).
[[File:Google business edit on google side.png |border| center]]
<br><br>
:9. If some location(s) become not relevant for your business anymore you can easily delete them in this feature settings. Just click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Delete on GMB</span> option.
[[File:Google business delete on google side.png |border|center]]
<br><br>
<br><br>
---------
=Google Tag Manager=
[[File:Google tag manager icon.png | left]] <br>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.
<br><br>
;How to use
;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]]
<br><br>
<br><br>
: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]
<br>
<br>
:3. Create a new container and set it up.
<br>
<br>
: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]]
<br><br>
<br><br>
: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]]
<br><br>
<br><br>
---------
=Google Translate=
[[File:Instagram photo sharing settings v3.png| center ]] [[File:Instagram login.png | center]]
[[File:Google translate.png | left]] <br>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.
<br><br>
<br><br>
: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]]
<br><br>
<br><br>
: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]]
<br><br>
: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]]
<br><br>
<br><br>
:4. Select the view mode to your taste.
[[File:Select view mode for google translate.png | center]]
<br><br>
<br><br>
: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]]
<br><br>
<br><br>
- If Instagram post consists of several images/photos only first one will be displayed on the booking site.<br>
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.
<br><br>
<br><br>
-------
--------
=Group Bookings=
:1. Enable Intake Forms Custom Feature in the Custom Feature section//Adding more to the booking page.
<br>
[[File:Intake forms enable 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.
<br><br>
<br><br>
:2. Go to its settings or to Manage//Intake forms page.
[[File:Intake forms settings path.png | center]]
;How to use
:1. Make sure that the Service provider is set able to accept X many clients at same time(or more depending on your needs). For this go Manage//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]]
<br><br>
<br><br>
:3. Press "+" button in the settings of Custom Feature to create a new form.
:2. Activate Group Bookings custom feature on your Custom features page
[[File:Create new intake form v3.png | center]]
[[File:Group bookings enable path.png | center]]
<br><br>
<br><br>
: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.
:3. Go to its settings("Notifications" button)
[[File:Group bookings settings path.png | center]]
[[File:Intake forms fields types.png |center]]
<br><br>
<br><br>
:6. Make it rather obligatory or not with the help of "optional" switcher.
: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.
[[File:Group bookings settings v3.png | center]]
[[File:Attach intake form to services.png| center]]
<br><br>
<br><br>
: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.
'''How will it look like on the booking page:'''
[[File:Add intake form variable to template.png | center]]
<br>
: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]]
<br><br>
<br><br>
-------
-------
=Limit Bookings=
=HIPAA=
<br>
<br>
[[File:Limit bookings new icon.png |left]]
[[File:Hipaa new icon.png |left]]
<br>
<br>
<br>
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.
<br><br>
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.<br>
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. <br><br>
'''Please note!'''
*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.
<br><br>
<br><br>
;How to use
;How to use
:1. Enable this custom feature on your Custom Features page.
:1. Enable HIPAA features on your Custom Features page.
[[File:Limit bookings enable path.png | center]]
:''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.''
<br><br>
[[File:Hipaa enable path.png | center]]
:2. Go to its settings if you need to limit number of bookings at a time for the whole system.
<br><br>
[[File:Limit bookings settings path.png | center]]
:2. Go to its settings to set timeout period and email address to be notified about new log ins.
<br><br>
[[File:Hipaa settings path.png | center]]
:3. Indicate the necessary amount in the corresponding box.
<br><br>
[[File:Limit bookings system limit v3.png | center]]
[[File:Hipaa settings v3.png | center]]
<br><br>
<br><br>
: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.
:3. Validate main admin phone number.
[[File:Limit bookings per service v3.png | center]]
<br><br>
<br><br>
;How to validate phone number
: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]]
=Membership=
<br><br>
<br>
:3. You will receive sms with the code, enter the code into the "Validation code" field and press "Confirm the check-code".
[[File:Membership new icon.png | left]]
[[File:Hipaa confirm code.png|center]]
<br><br>
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.
:4. Get a success message that the code is confirmed.
[http://appointmentschedulingnews.com/membership-booking-software-feature-in-simplybook-me/ Here] you can check more cases when Membership can be useful.
[[File:Hipaa validated number.png | center]]
<br><br>
<br><br>
[https://www.youtube.com/watch?v=sZXgGX7xoC0&feature=youtu.be Here] you can see video tutorial how to set it up.
-------
<br>
=HTML Description Field for Events=
'''Please note!''' This feature is not compatible with [[Custom_Features#Clean_History | Clean History]] and does not work with mobile apps.
<br>
<br><br>
[[File:Html description new icon.png |left]]
:'''How to enable Membership custom feature'''
To enable this option please go to Custom Features section in your admin interface, find “Membership” and click on enable near it.
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.
<br>
<br><br><br>
[[File:Membership enable path.png | center]]
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
<br><br>
<br><br>
;How to use
:1. Enable this functionalitty on your Custom Features page.
[[File:Html enable path free.png | center]]
<br><br>
: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. <br>
:Select the item and the first tab with name and details. <br>
:Edit description and save settings
[[File:Html description field settings.png | center]]
<br><br>
--------
=Import Clients=
[[File:Import clients icon.png | left]] <br>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.
<br>
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
<br><br>
:'''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.
<br>
:'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).<br>
:It is only possible to import 500 clients by default. If you need to import more please contact support for details.
<br><br>
'''How to use this option:'''
:1. Enable "Import Clients" custom feature on your Custom features page:
[[File:Import clients enable path free.png | center]]
<br><br>
:2. Prepare your Excel file.
:- No text above the list of clients should be written
:- Make sure all cells are correctly displayed
:- Save file in .csv format with comma separation.
<br><br>
: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]]
<br><br>
:4. Press "Choose file" and select the prepared file.
[[File:Import clients file upload step1.png | center]]
<br><br>
: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".
[[File: Import clients assigning column headers.png | center]]
<br><br>
:6. Press "Confirm clients import".
:''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''
<br><br>
;If you can't import clients, please check the possible reasons:
:1. Format of .csv file is incorrect. It should be saved in .csv with comma or tab separation.<br/>
:2. There is some text above the data or unnecessary columns that prevent successful import. Please delete the text.<br/>
:3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.
<br><br>
--------
=Insights=
<br>
[[File:Insights new icon.png |left]]
This Custom Feature creates a variety of charts with key performance indicators in your new financial dashboard.
Providers availability, total bookings, payment per provider etc
<br><br><br>
;How to use
:1. Enable Insights on your Custom features page.
[[File:Insights enable path.png | center]]
<br><br>
:2. Navigate to Dashboard or Reports//Insights to check the graphs and charts.
[[File:Dashboard chart example.png | center]]
<br><br>
-------
=Instagram Photo Sharing=
<br>
[[File:Social gallery.png | left]]<br>
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.
<br><br>
'''How to use:'''
<br>
:1. To enable this custom feature please go to Custom features page and click on “Enable” near “Instagram photo sharing” option.
[[File:Instagram photo sharing enable path.png | center]]
<br><br>
:2. Then please choose “Settings” near this custom feature
[[File:Instagram photo sharing settings path.png | center]]
<br><br>
: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.<br>
[[File:Instagram photo sharing settings v3.png| center ]] [[File:Instagram login.png | center]]
<br><br>
:4. If you have many posts within your Instagram account you can set how many images to display per page.
[[File:Instagram number of images per page.png | center]]
<br><br>
You have it set now and your Instagram images will be displayed on separate tab on the booking site.
[[File:Instagram on booking page.png | center]]
<br><br>
'''Please note!'''
<br><br>
- When you add images to your Instagram they will be updated on the booking page within an hour. <br>If you wish it to happen sooner please click on “Refresh now” on this custom feature “Settings” page.
[[File:Instagram refresh option.png | center]]
<br><br>
- If Instagram post consists of several images/photos only first one will be displayed on the booking site.<br>
- Unfortunately currently videos cannot be played and will look like an image.
<br><br>
-------
=Intake Forms=
<br>
[[File:Additional field new icon.png |left]]
<br>
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.
<br>
;How to use
:1. Enable Intake Forms Custom Feature in the Custom Feature section//Adding more to the booking page.
[[File:Intake forms enable path.png | center]]
<br><br>
:2. Go to its settings or to Manage//Intake forms page.
[[File:Intake forms settings path.png | center]]
<br><br>
:3. Press "+" button in the settings of Custom Feature to create a new form.
[[File:Create new intake form v3.png | center]]
<br><br>
: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:
:'''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
:'''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.
:'''date''' - creates date selection option with calendar
[[File:Intake forms fields types.png |center]]
<br><br>
: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]]
<br><br>
: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]]
<br><br>
-------
=Kiosk=
<br>
[[File:Kiosk.png |left]]<br>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.<br>
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.
<br><br>
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' This feature is not compatible with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Take_Me_Back_Home |Take me Back Home]]</span> custom feature.</span>
<br><br>
;How to use
:1. Enable this feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Other</span> section.
[[File:Kiosk enable path.png |border|center]]
<br><br>
: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]]
<br><br>
Save your preferences and you are done!
<br><br>
-------
=Limit Bookings=
<br>
[[File:Limit bookings new icon.png |left]]
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.
<br>
<br>
<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>
<br><br>
;How to use
:1. Enable this custom feature on your Custom Features page.
[[File:Limit bookings enable path.png | center]]
<br><br>
: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]]
<br><br>
:3. Indicate the necessary amount in the corresponding box.
[[File:Limit bookings system limit v3.png | center]]
<br><br>
:4. If you need to set the limit for certain service please navigate to Manage//Services(Classes) page, choose More options tab and set the desired number per service/class.
[[File:Limit bookings per service v3.png | center]]
<br><br>
-------
=Line Bot=
[[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 <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://simplybook.me/ SimplyBook.me]</span> and guides your client throughout the booking process.
Supports <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Service_Categories_custom_feature|service categories]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Multiple_Locations_custom_feature|multiple locations]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Intake_Forms_custom_feature|intake forms]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept_payments_custom_feature|online payments]]</SPAN>(but taxes are not calculated), <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Login_custom_feature|client login]]</span>(but without client address).
<br><br>
<br><br>
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Please note:</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">In service/provider/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Service_Categories_custom_feature|category]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Multiple_Locations_custom_feature|location]]</span> descriptions limited number of symbols can be displayed.</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">In <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Intake_Forms_custom_feature|intake forms]]</span> drop-down options no more than 20 symbols can be displayed.</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It is not possible to hide images on the booking steps.</span>
<br><br>
;How to use:
:1. Go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SimplyBook.me admin side</span>, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">custom features</span> page and enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Line bot</span> custom feature.
[[File:Line bot enable path.png | border| center]]
<br><br>
:2. Navigate to its <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">settings.</span>
[[File:Line bot settings path.png | border| center]]
<br><br>
:3. Log in to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[https://developers.line.biz/en/ LINE Developers page]</span> and create <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Provider</span> following the instructions listed there.
[[File:Line create new provider.png | border | center]]
<br><br>
:4. Then create <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">new channel</span>, adding the necessary details, confirming them and agreeing to LINE Terms of Service and other required options.
[[File:Line creat new channel.png | border| center]]
<br><br>
[[File:Line create new channel-messaging api.png | border| center]]
<br><br>
:5. An application will be created, please click on it to get to the channel credentials.
<br><br>
:6. Switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SimplyBook.me admin side</span> tab with Line Bot feature settings and copy <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Callback URL</span> from there.
[[File:Line bot settings view.png | border| center]]
<br><br>
:7. Add this url to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Webhook URL</span> box in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Messaging settings</span> section of <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">LINE Developers channel</span> page.
[[File:Line Add calback url.png | border|center]]
<br><br>
:8. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Use webhooks</span>.
[[File:Line enable webhooks.png |border| center]]
<br><br>
:9. Issue <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Channel access token (long-lived)</span> and insert it to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Simplybook.me feature settings</span> to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Access token</span> box.
[[File:Line issue access token.png |border|center]]
<br><br>
:10. Proceed to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Using LINE@ features</span> section and disable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">auto-replies</span> according to the following example.
[[File:Line disable automessages.png |border| center]]
<br><br>
[[File:Line autoresponse settings.png | border| center]]
<br><br>
:11. Copy <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Channel ID</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Channel secret</span> and insert them to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">corresponding settings boxes on SimplyBook.me side.</span> Save settings.
[[File:Line-channel id and secret.png|border | center]]
<br><br>
[[File:Line bot settings insert.png |border| center]]
<br><br>
: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.
<br><br>
<br><br>
-------
=Membership=
<br>
[[File:Membership new icon.png | left]]
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.
<br><br>
[https://www.youtube.com/watch?v=sZXgGX7xoC0&feature=youtu.be Here] you can see video tutorial how to set it up.<br><br>
Demo page with Membership-related classes is available [https://classesandmembershipsdemo.simplybook.it/v2/# here].
<br>
'''Please note!''' This feature is not compatible with [[Custom_Features#Clean_History | Clean History]] and does not work with mobile apps.
<br><br>
:'''How to enable Membership custom feature'''
To enable this option please go to Custom Features section in your admin interface, find “Membership” and click on enable near it.
<br>
[[File:Membership enable path.png | center]]
<br><br>
'''Please note!''' [[Custom_Features#Client_Login | Client login]] and [[Custom_Features#Accept_Payments | Accept payments]] custom features will be automatically enabled as well.
'''Please note!''' [[Custom_Features#Client_Login | Client login]] and [[Custom_Features#Accept_Payments | Accept payments]] custom features will be automatically enabled as well.
[[File:Membership price1.png| center]]
[[File:Membership price1.png| center]]
<br><br>
<br><br>
'''Please note!''' Recurring membership payments can work with Stripe payment processor only.
'''Please note!''' Recurring membership payments can work with Stripe payment processor only(previous integration, but not SCA).
<br><br>
<br><br>
You can set price only for membership here and zero price for service(in Manage//Services//Service details//Price) connected to this membership(for gyms for example) or you can set prices for both Membership and Service, it will allow your clients who purchased membership book a service at a lower price.
You can set price only for membership here and zero price for service(in Manage//Services//Service details//Price) connected to this membership(for gyms for example) or you can set prices for both Membership and Service, it will allow your clients who purchased membership book a service at a lower price.
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!
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!
<br><br><br>
<br><br><br>
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
<br><br>
;How to use
;How to use
:1. Enable Password Security Settings option on yur Custom Features page.
:1. Enable Password Security Settings option on yur Custom Features page.
[[File:Strict password enable path.png | center]]
[[File:Password security settings enable path free.png | center]]
<br><br>
<br><br>
:2. Click on "Settings" button that will appear near it.
:2. Click on "Settings" button that will appear near it.
[[File:Strict password settings path.png | center]]
[[File:Password security settings settings path free.png | center]]
<br><br>
<br><br>
:3. Now you can set requirements for password for your system users in the left-side block.
:3. Now you can set requirements for password for your system users in the left-side block.
:'''Please note''' that
:'''Please note''' that
*this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum);
*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.
*this feature is not compatible with [[Custom_Features#Coupons_.26_Gift_Cards | Coupons and Gift Cards feature]] yet.
<br><br>
<br><br>
<br>
<br>
It is important to have it enabled for some payment processors and widgets.
It is important to have it enabled for some payment processors and widgets.
<br><br>
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
<br><br>
<br><br>
;How to use
;How to use
: Just enable it on your Custom features page and you are done!
: Just enable it on your Custom features page and you are done!
[[File:Ssl enable path.png | center]]
[[File:Ssl enable path free.png | center]]
<br><br>
<br><br>
------
------
[[File:Take me back home new icon.png |left]]
[[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.
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.
<br>
<br><br><br>
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' This feature is not compatible with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Kiosk_custom_feature |Kiosk]]</span> custom feature.</span>
<br><br>
[[File:Take me back home new theme.png|center]]
[[File:Take me back home new theme.png|center]]
<br><br>
<br><br>
=Terms and Conditions=
=Terms and Conditions=
<br>
<br>
[[File:Terms and conditions new icon.png |left]]
[[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.
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
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
<br><br>
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
<br><br>
<br><br>
;How to use
;How to use
:1. Enable this feature on your Custom Features page.
:1. Enable this feature on your Custom Features page.
[[File:Terms and conditions enable path.png | center]]
[[File:Terms and conditions enable path free.png| center]]
<br><br>
<br><br>
:2. Go to its settings to add your Terms and Conditions.
:2. Go to its settings to add your Terms and Conditions.
[[File:Terms and conditions settings path.png | center]]
[[File:Terms and conditions settings path free.png| center]]
<br><br>
<br><br>
:3. Add your text. You can use HTML formatting there to adjust the look.
:3. Add your text. You can use HTML formatting there to adjust the look.
