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| | |title=Frequently Asked Questions about the Popular Appointment Booking System Scheduler SimplyBook.me | | |title=Frequently Asked Questions about the Popular Appointment Booking System Scheduler SimplyBook.me |
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| − | |keywords=faq, frequently asked questions, booking software, appointment system questions,appointments online, calendar software, booking system | + | |keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling |
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| − | [https://simplybook.me/#testimonials SimplyBook.me] is an advanced [https://simplybook.me/ online scheduling system] that allows you to create booking page for your clients and manage your reservations from admin interface. [https://simplybook.me/#testimonials Thousands of clients] all over the world have chosen our booking software to make their business easy and comfortable to use ([https://simplybook.me/#testimonials see our testimonials]). | + | {| |
| | + | |- style="height:180px; vertical-align:top;" |
| | + | | style="width:33%;" | |
| | + | <span style="font-size:x-large;color:green;"> [[Getting started]]</span> |
| | + | *[[Our features]] |
| | + | *[[Brief overview of the system]] |
| | + | *[[Where is my booking page?]] |
| | + | *[[Getting_started| More...]] |
| | + | |style="width:33%;" | |
| | + | <span style="font-size:x-large;">[[Booking page]]</span> |
| | + | *[[Time slots are not showing up]] |
| | + | *[[Where to change company name?]] |
| | + | *[[Where to change address?]] |
| | + | *[[Booking_page| More...]] |
| | + | | style="width:33%;" | |
| | + | <span style="font-size:x-large;">[[Calendar & Bookings]]</span> |
| | + | *[[Where_do_I_see_all_my_bookings%3F| Where do I see all my bookings?]] |
| | + | *[[Where_to_edit_bookings%3F| Where to edit bookings?]] |
| | + | *[[Booking_reports| Booking reports]] |
| | + | *[[Calendar_%26_Bookings| More...]] |
| | + | |- style="height:180px; vertical-align:top;" |
| | + | | style="width:33%;" | |
| | + | <span style="font-size:x-large;">[[Prices and purchases]]</span> |
| | + | *[[Where to upgrade or renew subscription?]] |
| | + | *[[Is the system free?]] |
| | + | *[[What will happen if I don't pay?]] |
| | + | *[[Prices_and_purchases| More...]] |
| | + | | style="width:33%;" | |
| | + | <span style="font-size:x-large;">[[Plugins]]</span> |
| | + | *[[How to enable plugin?]] |
| | + | *[[Plugins by category]] |
| | + | *[[Plugins | Plugins in alphabetical order]] |
| | + | *[[What_plugins_do_not_work_with_each_other%3F | What plugins do not work with each other?]] |
| | + | | style="width:33%;" | |
| | + | <span style="font-size:x-large;">[[Time settings]]</span> |
| | + | *[[How_to_set_my_availability%3F| Opening hours vs Special days]] |
| | + | *[[Opening hours of the company vs Working hours of provider]] |
| | + | *[[Break times]] |
| | + | *[[Time_settings| More...]] |
| | + | |- style="height:180px; vertical-align:top;" |
| | + | | style="width:33%;" | |
| | + | <span style="font-size:x-large;">[[Settings]]</span> |
| | + | *[[Restrictive settings]] |
| | + | *[[Time and date settings]] |
| | + | *[[I_have_clients_in_different_time_zones| Time zone]] |
| | + | *[[Settings| All settings]]. |
| | + | | style="width:33%;" | |
| | + | <span style="font-size:x-large;"> [[Service/Provider relations]]</span> |
| | + | *[[How to create schedules for services?]] |
| | + | *[[Events (services on particular dates)]] |
| | + | *[[Recurring_services(packs)| Recurring services (packs)]] |
| | + | *[[Service/Provider_relations| More...]] |
| | + | | style="width:33%;" | |
| | + | <span style="font-size:x-large;">[[Categories and Locations]]</span> |
| | + | *[[How_to_add_categories_or_locations%3F| How to add Category?]] |
| | + | *[[How_to_add_categories_or_locations%3F| How to add Location?]] |
| | + | *[[How to connect location with service?]] |
| | + | *[[Categories_and_Locations| More...]] |
| | + | |- style="height:180px; vertical-align:top;" |
| | + | | style="width:33%;" | |
| | + | <span style="font-size:x-large;">[[Design]]</span> |
| | + | *[[Where to change theme?]] |
| | + | *[[How_to_change_the_way_time_slots_are_shown%3F| Where to change timeline?]] |
| | + | *[[Where to change logo and background?]] |
| | + | *[[Design| More...]] |
| | + | | style="width:33%;" | |
| | + | <span style="font-size:x-large;">[[Notifications]]</span> |
| | + | *[[How to disable/enable notifications?]] |
| | + | *[[How to send SMS?]] |
| | + | *[[How to change email/sms templates?]] |
| | + | *[[Notifications| More...]] |
| | + | | style="width:33%;" | |
| | + | <span style="font-size:x-large;">Login & access to the system</span> |
| | + | *[[Login_and_password| Login problems]] |
| | + | *[[Giving access to the system to other people]] |
| | + | *[[System user rights]] |
| | | | |
| − | [https://simplybook.me/#testimonials SimplyBook.me] provides clients with [https://simplybook.me/#features numerous features] adjusted to requirements of your business.
| + | |- style="height:180px; vertical-align:top;" |
| − | | + | | style="width:33%;" | |
| − | [[File:Logo.png| right]]
| + | <span style="font-size:x-large;">[[Errors_of_the_system| System Errors explained]]</span> |
| − | | + | *[[Plugins_have_been_inactivated_as_you_use_more_than_your_service_plan_allows._Please_upgrade_your_package_and_re-activate_your_plugins| Plugins have been inactivated... ]] |
| − | Our core features include:
| + | *[[Your_subscription_expired._Please,_choose_your_subscription_plan_If_you_already_paid_but_still_receive_this_message,_please_send_mail_to_support@simplybook.me_with_payment_date_and_last_4_digits_of_your_credit_card| Your subscription expired...]] |
| − | :- Creating booking page with real-time availability of services and staff
| + | *[[Service_provider_can%27t_work_when_provider_doesn%27t_work.| Service provider can't work when company doesn't work]] |
| − | :- Insights and statistics about your bookings | + | *[[Errors_of_the_system| More...]] |
| − | :- Ability to create multiple services, providers, categories and locations | + | | style="width:33%;" | |
| − | :- Accepting payments online
| + | <span style="font-size:x-large;">[[Tips for specific businesses]]</span> |
| − | :- Viewing statistics about your reservations, cancellations, workload and revenues
| + | *[[Quest rooms]] |
| − | :- Sending email and sms notifications to clients and providers (staff)
| + | *[[Rentals]] |
| − | :- Adjusting time zone settings if you have clients in different time zones
| + | *[http://appointmentschedulingnews.com/events-and-classes/ Classes] |
| − | :- Creating multiple users related to providers
| + | *[[Tips_for_specific_businesses| More...]] |
| − | :- Creating individual schedules for staff
| + | | style="width:33%;" | |
| − | :- Creating schedules for specific dates only
| + | <span style="font-size:x-large;">[[Integration]]</span> |
| − | :- Creating events
| + | *[[Widgets for your own website]] |
| − | : and much [https://simplybook.me/#features more]!
| + | *[[Bookings on Facebook]] |
| − | | + | *[[WordPress plugin]] |
| − | ==Brief overview of the appointment [https://simplybook.me/ booking system] for beginners== | + | *[[Integration| More...]] |
| − | After you have registered your account with SimplyBook.me, the next step is to organize your working schedule, configure providers, services and plenty of other stuff. When you create an account, the system automatically creates 2 pages for you: ''admin interface'' and ''booking page''.
| + | |- style="height:180px; vertical-align:top;" |
| − | | + | | style="width:33%;" | |
| − | '''Admin interface''' is where you login and manage your bookings, settings, design etc. Clients have no access to that page. (Example: http://company.image.simplybook.me)
| + | <span style="font-size:x-large;">Ways to enhance your business</span> |
| − | | + | *[http://appointmentschedulingnews.com/amazing-sales-and-marketing-system-for-service-providers/ Promotions] |
| − | [[File:Admin_page_new_smaller.PNG ]]
| + | *[[BookingTroll| BookingTroll (directory listing)]] |
| − | | + | *[[Statistics_%26_Analytics| Statistics plugins]] |
| − | '''Booking Page''' is the interface for your clients. There, they can book your services and leave contact info. You can always access your booking page by clicking "My booking site" button in the upper right corner of your admin page. You will be transferred to the booking page and you can also send the url to your clients so that they can easily find your company. (Example: http://image.simplybook.me )
| + | *[[Business_enhancements| Business enhancements plugins]] |
| − | | + | |style="width:33%;" | |
| − | [[File:Booking_pagenew_smaller.PNG ]]
| + | <span style="font-size:x-large;">[[API| For developers]]</span> |
| − | | + | *[[API| API documentation]] |
| − | =Layout and menu= | + | *[https://simplybook.me/api/explorer API Explorer] |
| − | :1. '''Upper bar'''. ''Three-line button'' shows/hides the full menu on the left. ''Latest news'' are marked as green notifications. ''Messages'' are marked with red and ''notifications'' in yellow. | + | *[https://simplybook.me/api/doc#getToken API tokens] |
| − | :2. The first tab you see is '''Dashboard'''. It contains statistics about your performance, your current subscription package, bookings, performers, clients activity, reviews, news and other data useful to check regularly and pay attention to. By analyzing the information you can make inferences about your business and figure out what can be done to improve it. If you need to know more about each section, just press the "i" sign.
| + | |} |
| − | :3. '''Calendar''' is a section where you can manage (add,edit and delete) your bookings and quickly add break times.
| |
| − | :4. '''Manage''' tab contains 4 sections:
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| − | ::''Services'' - add, delete and edit services + [[Settings#How_to_create_an_event.3F|create events]]
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| − | ::''Providers'' - add, delete and edit providers
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| − | ::''Clients'' - add, edit and delete clients
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| − | ::''Users'' - add, edit and delete users.
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| − | :5. In the '''Time Settings''' you have the following sections:
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| − | ::''Company Opening hours'' - regular schedule for your company on a weekly basis
| |
| − | ::''Company Special days'' - here you can set up specific schedule or days off for your company, for example like national holidays.
| |
| − | ::''Service provider schedule'' - individual regular schedule for each of your staff members (if you have only 1 provider, his/her working time is the same as company's opening hours)
| |
| − | ::''Provider Special days'' - specific schedule for each of your staff, here you would for example enter as specific days when relevant staff takes his/her holiday (if you have only 1 provider (staff), his/her working time is the same as company's special days)
| |
| − | :6. '''Reviews'''. Here you can see the reviews from your clients.
| |
| − | :7. '''Promotions'''. To use this tab, you need to enable [[Plugins#Simply_Smart_Promotions|Simply Smart Promotions]] plugin in the plugin section and then you can use promotions to enhance your business.
| |
| − | :8. '''Plugins'''. Plugins are used to enhance the system and customize it in line with your needs. Please see the list of all [[Plugins|Plugins and their function here]].
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| − | :9. '''Settings'''. You can discover more about different types of settings by pressing the "i" signs above and to the right of each setting. the See all [[Settings|questions related to settings here]].
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| − | :10. '''Prices'''.
| |
| − | ::''Subscriptions''. Here you can view different tariffs and purchase subscriptions.
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| − | ::''Additional items''. Here you can purchase SMS credits, additional bookings and plugins.
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| − | ::''Affiliates''. [http://blog.simplybook.me/tell-others-and-get-rewarded Referral program].
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| − | | |
| − | ==[[Settings]]==
| |
| − | [[File:Settings_normal.png |left]]
| |
| − | | |
| − | This page contains questions related to the settings of the system. For example:
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| − | | |
| − | [[Settings#Date.2F_time.2F_time_zone_settings|Date and time settings]],
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| − | [[Settings#Email_and_SMS_settings|Email and SMS settings]], | |
| − | [[Settings#Custom_translations|Custom translations]],
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| − | [[Settings#System_users|System users]],
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| − | [[Settings#Clients|Clients]],
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| − | [[Settings#Company_information|Company information]],
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| − | [[Settings#Services|Services]],
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| − | [[Settings#Service_providers|Service providers]],
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| − | [[Settings#Design|Design]], | |
| − | [[Settings#Accept_bookings_through_different_ways|Widgets]]
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| − | and [[Settings|more]].
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| − | | |
| − | ==[[Plugins]]==
| |
| − | [[File:Rsz_plugin_icon.jpg| left]]
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| − | | |
| − | With the help of additional functionalities presented in a form of plugins you can:
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| − | : [[Plugins#Additional_fields|Create specific intake forms for your clients by adding additional fields]]
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| − | : [[Plugins#Accept_payments|Accept payments online]] | |
| − | : [[Plugins#Any_Employee_selector| Auto allocating available service provider for service]] | |
| − | : [[Plugins#API|Access API]]
| |
| − | : [[Plugins#Approve_booking|Approve bookings manually]]
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| − | : [[Plugins#Book_Soon_notification_system|Remind your customers to book your services soon]]
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| − | : [[Plugins#Clean_history_plugin|Delete unnecessary booking data from the past]] | |
| − | : [[Plugins#Custom_CSS|Design your booking page with additional CSS functionality]]
| |
| − | : [[Plugins#Daily_report|Receive full info about your bookings every day]]
| |
| − | : [[Plugins#Facebook_client_info|Simplify booking process by enabling your clients to log via Facebook]] | |
| − | : [[Plugins#Google_Adwords_and_analytics|Track statistics with Google Adwords]] | |
| − | : [[Plugins#Google_calendar_sync_plugin|Synchronize your booking system with Google Calendar]]
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| − | : [[Plugins#Group_bookings|Allow group bookings]]
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| − | : [[Plugins#Html_description_field_for_events| Use HTML formatting in the description fields]]
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| − | : [[Plugins#Insights|View additional statistics and charts for your performance]]
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| − | : [[Plugins#Limit_bookings|Limit Bookings per time slot]]
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| − | : [[Plugins#Mobile_application| Access admin interface from your Android or iPhone]]
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| − | : [[Plugins#Multiple_bookings| Allow your clients to book several services easily and pay with 1 payment]]
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| − | : [[Plugins#News| Keep clients updated with your recent news]]
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| − | : [[Plugins#Provider.27s_color_coding_plugin|Mark providers with different colors in your admin calendar]] | |
| − | : [[Plugins#Service_categories|Create different service categories]] | |
| − | : [[Plugins#Simply_Smart_Promotions|Send promotions]]
| |
| − | : [[Plugins#SSL_plugin| Use secure sockets layer for your page]] | |
| − | : [[Plugins#Status|Assign different statuses for your bookings]] | |
| − | : [[Plugins#Take_me_back_home|Take your clients to a particular web address after they made a booking]]
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| − | : [[Plugins#Terms_and_conditions|Add your own Terms&Conditions to the booking page]]
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| − | : [[Plugins#Unit_location|Create multiple locations ]]
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| − | : and [[Plugins|more]] | |
| − | | |
| − | ==[[FAQ]]==
| |
| − | [[File:FAQ-Icon.jpg |left]]
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| − | | |
| − | :[[Other_Questions#Is_your_service_free.3F|Is your service free?]]
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| − | | |
| − | :[[Other_Questions#I_upgraded_the_system_but_the_plugins_are_still_unavailable|I upgraded the system but the plugins are still unavailable]]
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| − | | |
| − | :[[Other_Questions#What_will_happen_if_I_don.27t_renew_my_subscription.3F|What will happen if I don't renew my subscription?]]
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| − | | |
| − | :[[FAQ#How_to_allow_smaller_intervals_than_1_hour.3F| How to allow smaller intervals than 1 hour?]]
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| − | | |
| − | :[[Settings#Timeframe|How to change timeframe?]] | |
| − | | |
| − | :[[Settings#Email_and_SMS_settings|I have problems with notifications]] | |
| − | | |
| − | :[[Settings#Custom_translations| Can I change some texts in bookings/admin interface?]]
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| − | | |
| − | :[[Settings#Custom_translations| Can I translate the system to my own language?]]
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| − | | |
| − | :[[Settings#Opening_hours| Where can I change my schedule for the week?]]
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| − | | |
| − | :[[Settings#Special_days| Can I have specific schedule for certain days?]]
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| − | | |
| − | :[[Settings#How_to_connect_service_to_provider| How to connect service to provider]]
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| − | | |
| − | :[[Settings#How_to_create_different_schedules_for_services.3F| How to create different schedules for services?]]
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| − | | |
| − | :[[FAQ#Plugin_doesn.E2.80.99t_work_.2F_Plugin_problems|Plugins are not working]]
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| − | | |
| − | :[[FAQ#Simplybook_doesn.E2.80.99t_sync_with_Google_calendar|Simplybook doesn’t sync with Google calendar]]
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| − | | |
| − | :[[FAQ#Clients.2FProviders_are_not_getting_Email.2FSMS_notifications|Clients/Providers are not getting Email/SMS notifications]] | |
| − | | |
| − | :[[FAQ#Can.E2.80.99t_book_certain_time.2Fdate|Can’t book certain time/date]]
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| − | | |
| − | :[[Settings#How_to_add_widget_to_my_website|How to add widget to my website]]
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| − | | |
| − | :[[FAQ#How_to_hide_tab_.22Employee.22_from_the_booking_page.3F|How to hide tab "Employee" from my booking page?]]
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| − | | |
| − | :[[FAQ#I_want_my_calendar_to_show_day_of_the_week_near_date._For_example_Monday.2C_26_Oct.|How to show day of the week in calendar?]]
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| − | | |
| − | :and [[FAQ|more]]
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| − | | |
| − | =[[For Developers]]=
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| − | [https://simplybook.me/api/doc#getToken Here you will find more info about API ]. | |
