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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>
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 +
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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:
 
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]]
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=Accept Deposits=
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[[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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<br><br>
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<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note''':</span>
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*<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>
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*<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>
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*<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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<br><br>
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;How to use
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: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.
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[[File:Accept deposits enable path.png |border| center]]
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<br><br>
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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>
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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.<br>
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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 <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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<br><br>
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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.
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[[File:Accept deposits go to service management.png |border|center]]
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<br><br>
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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.
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[[File:Enable deposit per service.png |boredr|center]]
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<br><br>
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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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<br><br>
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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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<br><br>
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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>
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:(it will be shown as pending till the client pays at the place of appointment and you manually approve it).<br>
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: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>
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[[File:Deposit booking invoices.png|border| center]]
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<br><br>
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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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<br><br>
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------
 
=[[Accept payments custom feature |Accept Payments]]=
 
=[[Accept payments custom feature |Accept Payments]]=
 
<br>
 
<br>
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[[File:Add tax to service.png | center]]
 
[[File:Add tax to service.png | center]]
 
<br><br>
 
<br><br>
;How to set the confirmation fee, not the whole price for the service
  −
:1. Enable [[Custom_Features#Accept_Payments | Accept payments Custom Feature]] in the the Custom Features section.
  −
:2. Choose payment processor and fill in the necessary details.
  −
: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.
  −
   
;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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<br>
 
<br>
 
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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<br><br>
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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>
 
<br><br>
 
<br><br>
 
'''''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.
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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. <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>
 
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<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
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<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]]
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[[File:Cancellation policy enable path free.png | center]]
 
<br><br>
 
<br><br>
 
:2. Click on "Settings" near this option.
 
:2. Click on "Settings" near this option.
[[File: Cancellation policy settings path.png | center]]
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[[File:Cancellation policy settings path free.png | center]]
 
<br><br>
 
<br><br>
 
: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>
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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.
 
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.
 
<br><br><br>
 
<br><br><br>
'''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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<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
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<br><br>
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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]]
 
<br><br><br>
 
<br><br><br>
 
;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]]
 
<br><br>
 
<br><br>
 
: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]]
 
<br><br>
 
<br><br>
 
:3. Set the time when the bookings should be deleted.
 
: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.  
 
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>
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<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]]
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[[File:Custom css enable path free.png | center]]
 
<br><br>
 
<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]]
 
<br><br>
 
<br><br>
 
: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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<br><br>
 
<br><br>
 
-------
 
-------
=Facebook Bot=
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=Facebook and Instagram Bookings=
<br>
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[[File:Facebook business icon.png|left]]
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<br><br>
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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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<br><br>
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<br><br>
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<span style="background-color:#ffe9e9; padding:5px; border-radius:5px; font-weight: bold;">Please note!</span><br>
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*<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>
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*<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>
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*<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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<br><br>
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<br><br>
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;How to add and use booking option to Facebook/Instagram business page
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<br><br>
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: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.
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[[File:Facebook and insta bookings enable path.png | border| center]]
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<br><br>
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:2. Login to your Facebook/Instagram business account(s) in another browser tab.
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<br><br>
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: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>
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[[File:Facebook and insta bookings settings path.png|border|center]]
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<br><br>
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:4. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Connect with Facebook</span> button on the page you see.
 +
[[File:Facebook and insta bookings settings overview.png |border|center]]
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<br><br>
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: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>
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:Please follow the steps 1-5 displayed below.<br>
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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 <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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<br><br>
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: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 client side services.png|border|center]]
 +
<br><br>
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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.
 +
[[File:Fb adding bookings to post.png|border|center]]
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<br><br>
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<br><br>
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<br><br>
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<br><br>
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;How to remove Book button from Facebook/Instagram pages
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<br><br>
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: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.
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[[File:Facebook and insta bookings settings path.png|boredr|center]]
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<br><br>
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: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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<br><br>
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: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:Facebook remove simplybook.png|border|center]]
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<br><br>
 +
;How to add and use booking option on Instagram only
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<br><br>
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:1. Open your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Instagram</span> mobile application and login to your business page.
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<br><br>
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:2. Navigate to your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">profile</span> and select to edit it.
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<br><br>
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: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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<br><br>
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<br><br>
 +
;How to remove Book option from Instagram business page
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<br><br>
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: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>
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:Follow the steps 1-5 below to remove <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book</span> button:
 +
[[File:Insta button removal.png|border|center]]
 +
<br><br>
 +
<br><br>
 +
-------
 +
=Facebook Bot=
 +
<br>
 
[[File:Facebook bot logo.png |left]]
 
[[File:Facebook bot logo.png |left]]
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[[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>
 
[[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.
 
You can use this custom feature with or without HIPAA feature depending on your needs and business requirements.
 +
<br><br>
 +
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 
<br><br>
 
<br><br>
 
:'''Please note!''' In case you have this feature enabled our support agents will not be able to access your account settings.
 
:'''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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<br>
 
<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”
 
: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 authenticator enable path.png | center]]
+
[[File:Google auth enable path free.png | center]]
 
<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.
 
: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 authenticator settings path.png | center]]
+
[[File:Google auth settings path free.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.
 
: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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:- enter 6-digits code from Google Authenticator feature
 
:- enter 6-digits code from Google Authenticator feature
 
<br><br>
 
<br><br>
 +
---------
 +
=[[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>
 +
 +
;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>
 +
: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.
 +
[[File:Google business settings path.png | border| center]]
 +
<br><br>
 +
[[File:Google business account.png|border| center]]
 +
<br><br>
 +
:3. Give the necessary permissions so that it will be possible to see and edit your location(s) in SimplyBook.me.
 +
<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>
 +
 +
 
---------
 
---------
 
=Google Tag Manager=
 
=Google Tag Manager=
Line 915: Line 1,087:  
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.
 
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><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 this functionalitty on your Custom Features page.
 
:1. Enable this functionalitty on your Custom Features page.
[[File:Html description filed enable path.png | center]]
+
[[File:Html enable path free.png | center]]
 
<br><br>
 
<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>
 
: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>
Line 929: Line 1,103:  
=Import Clients=
 
=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.  
 
[[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>
 
<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.
 
:'''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.
Line 937: Line 1,113:  
'''How to use this option:'''
 
'''How to use this option:'''
 
:1. Enable "Import Clients" custom feature on your Custom features page:
 
:1. Enable "Import Clients" custom feature on your Custom features page:
[[File:Import clients enable path.png | center]]
+
[[File:Import clients enable path free.png | center]]
 
<br><br>
 
<br><br>
 
:2. Prepare your Excel file.  
 
:2. Prepare your Excel file.  
Line 1,048: Line 1,224:  
[[File:Add intake form variable to template.png | center]]
 
[[File:Add intake form variable to template.png | center]]
 
<br><br>
 
<br><br>
   
-------
 
-------
 
+
=Kiosk=
=Limit Bookings=
   
<br>
 
<br>
[[File:Limit bookings new icon.png |left]]
+
[[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.
   −
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>
 +
<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>
 
<br>
 
<br>
Line 1,080: Line 1,274:     
-------
 
-------
 +
=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=
 
=Membership=
Line 1,089: Line 1,341:  
[http://appointmentschedulingnews.com/membership-booking-software-feature-in-simplybook-me/ Here] you can check more cases when Membership can be useful.  
 
[http://appointmentschedulingnews.com/membership-booking-software-feature-in-simplybook-me/ Here] you can check more cases when Membership can be useful.  
 
<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.
+
[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>
 
<br>
Line 1,111: Line 1,364:  
[[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.
Line 1,365: Line 1,618:  
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.
Line 1,518: Line 1,773:  
:'''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>
Line 1,746: Line 2,002:  
<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>
 
------
 
------
Line 1,779: Line 2,037:  
[[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>
Line 1,800: Line 2,059:     
=Terms and Conditions=
 
=Terms and Conditions=
 +
 
<br>
 
<br>
 
[[File:Terms and conditions new icon.png ‎|left]]
 
[[File:Terms and conditions new icon.png ‎|left]]
Line 1,805: Line 2,065:  
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.