Adding services, providers and availability(new interface)

From simplybook


Adding services



How to create a service



In Manage//Services press "+" icon.

Create new service.png



In right-side menu insert the name of your service and add service description.
It is possible to use HTML formatting for service description to change the font, its color, etc.
You can also upload picture of a service, and activate prices to accept payments on-line.

Add service details.png



How to set service duration



In Manage//Services in right-side menu choose “Time details” tab to set duration for your service.

Time details path.png



It is possible to set service as recurring here.

Make service recurring.png



As well you can set fixed starting times for your service. Please check more about Appointment at Fixed Time Custom Feature here.

How to set specific schedule for service



In Manage//Services//Service schedule tab move the sliders to set open times for this service if it differs from usual company schedule.
Or click on "Show advanced settings" if using the slots view is more convenient for you.

Edit service schedule.png



If the service has the same schedule as company you do not have to change anything there, it will be applied automatically.
You will be able to check it on "Advanced schedule" section.

Services - company schedule.png



If you need to set some exceptions in service schedule for holidays or other needs please choose “Special days” tab there and set times for desired dates.

Service special days.png



How to set service as one-time event



In Manage//Services press "+" icon, insert name of your service and set description. Save settings.
Switch to “Service schedule” tab, and enable the option "Do you want to set service on special days only?"

Special days only new.png



and use the calendar, click on the dates that you want to open and set the schedule for these dates by moving the sliders(bright blue zone is open time).

Special day setup.png



If you need to select several dates at once please switch on "Enable group dates selection?", select the dates to edit and click on "Setup schedule" to set the times.

Several dates at once.png



What if I need to group my services in categories



In Manage//Services switch to “Service categories” tab and enable “Service Categories” Custom Feature.

Enable service categories.png



To create a category click on “+” and choose “Add category” option there, set category name, description, add picture if necessary and set its position on the booking page.
Save settings.

Create new category.png



Switch to “Category services” tab to attach services to this category”.

Attach service to category.png



What if I need to require some additional information from my clients at checkout



You can use Intake Forms Custom Feature.
To enable it please switch to “Intake forms (questions)” tab and click on gray button.

Enable intake forms.png



After it is activated click on “+” button to be redirected to page where you will be able to create necessary questions.

Create new intake form.png



How to limit bookings per service



In Manage//Services switch to “More options” tab to enable “Limit bookings” Custom Feature.
Then put a limit for this service in corresponding box. Save settings.

Enable limit bookings.png



If you need to limit booking for the whole system please put desired limit in Custom features//Limit bookings//Settings.

How to set specific notifications per service



In Manage//Services switch to “More options” tab to enable “Flexible notifications” Custom Feature and create necessary templates.

Enable flexible notifications.png



How can I promote my service



In Manage//Services switch to “More options” tab to enable “Simply Smart Promotions” Custom Feature and create promotions to reward your clients.

Enable promotions.png



What else can I set with “More options” tab



You can use it to get to general notifications settings, settings related to system maximum and minimum allowed time before service reservation and set reminders for your clients to book again with Book Soon Custom Feature.

More options possibilities - services.png




Adding Providers



How to add a provider



In Manage//Providers press +" icon.

Create new provider.png



In right-side menu insert the name insert the name of your service provider, set number of clients he/she can serve at a time and write service provider description.
You can also upload picture and set his/her phone number and email address if necessary.
Save settings.

Add provider description new.png



How to attach services to provider



In Manage//Providers switch to “Services, attached to this service provider” tab and check the boxes with services this provider will perform.
Save settings.

Attach provider to services.png



How to set schedule for provider



You can set regular schedule for providers in Manage//Providers, choose necessary provider on the left and switch to “Service provider schedule” tab.
For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by moving the sliders to desired positions(bright blue line will mean available time).
To make day of the week working/off use the switchers near days' names.

Provider schedule v3.png


Provider schedule details.png



How to set schedule for holidays and other specific dates



You can set schedule for some specific date for provider in Manage//Providers, choose necessary provider on the left and switch to “Service provider schedule” tab, choose "Show advanced settings" option and then "Special days" tab.
For example, if you work differently on certain date or have day off, you can click on the date and set schedule by clicking on the corresponding slots to make them available (bright blue)/not available (light blue).

Provider special days v3.png



To make some date working/off-day, click on the date and use "Is working day?" switcher near the schedule that appears in pop-up.

Special day editing.png



If you need to remove special day settings for some date, click on the date and press white button "clear special day".

Clear special day.png



How can I sync provider’s bookings with Google or Outlook calendar



You can enable Calendar Sync Custom Feature in Manage//Providers//More options and click on “Calendar sync options” button to connect calendar.
Here is more info how to use it.

Enable calendar sync.png

Calendar sync setup path.png



What if my providers work on different locations



You can enable “Multiple Locations” Custom Feature in Manage//Providers//Service provider's locations tab, then click on “+” to create new location and choose “Add location" option, set location name, description, its position on the booking page and specify address if necessary.
Save settings.

Enable locations.png

Create new location.png

Creating location.png



Switch to “Location providers” tab to attach providers to this location by checking corresponding boxes. Save settings.

Attach providers to location v3.png



What can I set with “More options” tab



You can set there a specific color for provider’s bookings in Calendar with Providers Color Coding Custom Feature.

More options - provider color coding.png



Set specific notifications related to this provider bookings with Flexible Notifications Custom Feature.

More options- flex notifications.png



Or set reminders to book again to your clients with Book Soon Custom Feature.



More options - book soon.png




Other service and provider related settings



I have both schedules for services and for providers



If you have both schedules for services and for providers, then only intersection of available time for service and for provider will be available for booking.
For example, service is available 9-12, provider is available 11-17, then only time 11-12 will be available for booking because earlier provider is not working and no one can perform the service and later, the service is not available.

See instructions how to create schedules for services
See instructions how to create schedules for providers

Note! Providers'/Services' working hours should be within opening hours of the company! If you can't open specific times for provider/service, please open those times for the company first and then for provider/service.

Opening hours vs special days


There are 2 types of time settings:

Opening hours
It is regular schedule you have on a weekly basis. If you are the only provider, you can set it in Time Settings // Company opening hours. If you have several providers, you can set their regular schedule in Manage//Providers, choose necessary provider on the left and switch to “Service provider schedule” tab or in Time settings // Provider schedule. For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by clicking on the corresponding slots. To make day of the week working/off use switcher near weekday names.

Company week schedule.png



Special days
Contrary to Opening hours, which is regular schedule, Special Days is schedule by date. If you do not have regular schedule or plan one-time event, you can use Special days to open/close only specific dates. To set specific schedule for company (Time settings // Company special days) or provider (Manage//Providers, choose necessary provider on the left and switch to “Service provider's special days” tab or Time settings // Provider special days) click on the date and insert the schedule you need or make it a day off. This feature can be used if you plan to open in a months and want to prevent bookings until then (make all days off before the opening date) or to insert national holidays in your schedule. Special days of the company are highlighted with yellow, providers' and services’ special days are highlighted with red.

Special days view.png



Note! Providers'/Services' working hours should be within opening hours of the company! If you can't open specific times for provider/service, please open those times for the company first and then for provider/service.