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Custom Features

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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>
 
 
Video overview [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=Oh_HdraT-eA]]
 
 
You may also need:
*[[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. <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;">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><br><br>;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]]<br><br>: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]]<br><br>: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]]<br><br>: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]]<br><br>: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]]<br><br>: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]]<br><br>: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]]<br><br>: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]]<br><br>------=[[Accept payments custom feature |Accept Payments]]=
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[[File:Accept payments small2.png|left]]
[[File:Add tax to service.png | center]]
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;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?
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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=[[Any_Employee_Selector_custom_feature |Any Employee Selector]]=
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[[File:Any employee new icon.png ‎|left]]
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=[[API_custom_feature |API]]=
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[[File:Api new icon.png ‎|left]]
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Calendar Sync Custom Feature is used for 2-way synchronization with Google and Outlook calendars. You can export bookings from [https://simplybook.me/ SimplyBook] to Google or Outlook calendars and also block times occupied by Google/Outlook Calendar event in your [https://simplybook.me/ SimplyBook] dashboard.
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<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.
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
:1. Enable Cancellation policy fature on your Custom Features page.
[[File:Cancellation policy enable pathfree.png | center]]
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:2. Click on "Settings" near this option.
[[File: Cancellation policy settings pathfree.png | center]]
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: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.
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<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span><br><br>'''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
:1. Enable this feature in your Custom features section.
[[File:Clean history enable pathfree.png | center]]
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:2. Choose "Settings" near this option to set your preferences.
[[File:Clean history settings pathfree.png | center]]
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:3. Set the time when the bookings should be deleted.
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=[[Coupons and Gift Cards custom feature | Coupons & Gift Cards]]=
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[[File:Coupons and gift cards icon.png| left]]
Make your own booking interface with this CSS Custom Feature. It allows to change the styles of different elements, hide them, change fonts, colors, font-sizes, etc. If you know CSS coding, please use tools of browser to find identifiers of elements and write rules in the settings of Custom Feature, if you have no deep knowledge of CSS, please contact support and they will try to find the best solution for you.
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<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
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;How to use
:1. Enable this option on your Custom Features page.
[[File:Custom css enable pathfree.png | center]]
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:2. Click on "Settings" near this feature.
[[File:Custom css settings pathfree.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>
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=Facebook Botand Instagram Bookings=<br>[[File:Facebook bot logobusiness icon.png |left]]<br><br>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.Do you wish <br><br><br><br><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 add automated connect booking option to Facebook Business and Instagram Business pages. This functionality cannot be added to your facebook fan a personal page? .</span><br>Now it *<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 possible with brand new Facebook bot custom 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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'''Please note!''' Facebook bot works in English only and provides only basic functionality, so for example payments, client login, memberships, approve bookings, etc are not working there.<br>
Contact support for more details. <br><br>
;How to use
 
:1. Enable "Facebook Bot" Custom feature on your Custom Features page
[[File:Facebook bot enable v3.png | center]]
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:2. Choose "Settings" near it ;How to add and use booking option to see basic instructions.[[File: Facebook bot settings path.png | center]]/Instagram business page
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:31. Log into the [httpsEnable <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</developers.facebook.com/ Facebook Developer Console]span> page. [[File:Facebook developers login newand insta bookings enable path.png | border| center]]
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:42. Click on My Apps Login to your Facebook/Instagram business account(s) in the upper right-hand corner and choose to "Add a New App"[[File:Fb create new appanother browser tab.png | center]]
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:53. Enter a name and contact email address Go back to SimplyBook.me interface and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;"Create App ID>Settings</span> near <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook & Instagram Bookings.</span>[[File:Create new app id newFacebook and insta bookings settings path.png |border| center]]
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:64. On Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Connect with Facebook</span> button on the next page you will see scenarios. Please skip this step.[[File:Fb bot skip stepFacebook and insta bookings settings overview.png |border| center]]
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:75. Add all basic information about 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>:Please follow the steps 1-5 displayed below.<br>:(If you have Instagram business profile connected to your company and bot, required links, an icon Facebook business page you will be able to connect it there as well as GDPR related information if necessary.<br>:and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book</span> button will automatically appear there)[[File:Fb bot add basic detailsFacebook permisions setup.png |border| center]]
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:86. Then please click Now you will have your services shown on your Facebook page with <span style="+background-color:#d4f8e5; padding:5px; border-radius:5px;" near "Products" on the left-side>Book</span> buttons next to them that will redirect your clients to your booking site.<br>[[File:Fb bot products pathclient side services.png |border| center]]
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:97. Scroll the You can also add booking option to your Facebook page you see a little bit and click the "Set Up" button for posts so that the Messenger optioncustomers will be able to quickly book your services.[[File:Fb bot messenger pathadding bookings to post.png |border| center]]
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:10. Under the Token Generation section, choose one of your Facebook pages, copy the token you get.
[[File:Fb bot token copy.png | center]]
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:11. This will generate a Page Access Token. Enter it in Simplybook.me Facebook bot settings.
[[File:Fb bot token paste.png | center]]
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:12. Click the Setup Webhooks button under the Webhooks section and enter Callback URL and Verify token.
[[File:Fb bot setup webhooks.png | center]]
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:13. Check the messages and messaging_postbacks options under Subscription Fields.[[File:Fb bot setup webhooks step 2.png | center]];How to remove Book button from Facebook/Instagram pages
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:141. Click Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> -> <span style="Verify and Savebackground-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook & Instagram Bookings</span> -> <span style=" button.background-color:#d4f8e5; padding:5px; border-radius:155px;">Settings</span> on SimplyBook. Scroll to “App Review for Messenger” block, select the first option “pages_messaging” and add the details requested thereme side.[[File:Pages messaging addFacebook and insta bookings settings path.png |boredr| center]]
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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:Fb bot submission step 1Facebook logout.png |border| center]]
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:163. You can use will be redirected to Facebook interface, where you just need to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">check the same details as on this imagebox with SimplyBook.me</span> and select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Remove</span> option.[[File:Fb bot submission step 2Facebook remove simplybook.png |border| center]]
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:17. Submit your app for review.[[File:Fb bot submission step 3.png | center]];How to add and use booking option on Instagram only
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:181. You can also make Open your app live for approved users <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Instagram</span> mobile application and login to testyour business page.<br><br>:It 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 become available lead the customers to all your page visitors after Facebook approval.booking site:[[File:Fb bot make app publicInsta setup.png |border| center]]
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:19. It may take some time for Facebook to approve your application and your clients will be able to book using the chat bot.
:Here you can see how approved request will look like<br>
[[File:Bot approved.png | center]]
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------- =Facebook Client Info=<br>[[File:Facebook client info new icon.png ‎|left]] The Facebook Custom Feature will simplify your life and your customer's life. They can log in and make appointments with their Facebook profile. On top of that it allows you ;How to see their Facebook profile photo in your dashboard so you will recognize the person when he/she walks in. Please note, that services may be visible on his/her timeline.remove Book option from Instagram business page
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:1. Open your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;How ">Instagram</span> mobile application and navigate to useediting your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">profile.</span><br>:Follow the steps 1. Enable this option on your Custom features page.-5 below to remove <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book</span> button:[[File:Facebook client info enable pathInsta button removal.png |border| center]]
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:2. And the clients will be able to log in with their Facebook profiles on the booking site.
[[File:Facebook client info client view.png | center]]
[[File:Facebook client info client view logged.png | center]]
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=Facebook Bot=
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[[File:Facebook bot logo.png |left]]
=Flexible Notifications=
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[[File:Flexible notifications new icon.png| left]]
The Flexible Notifications Custom Feature allows Do you wish 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 add automated booking functionality to include different instructions for clients who book a certain serviceyour Facebook fan page? <br>Now it is possible with brand new Facebook bot custom feature. The Flexible Notifications Custom Feature gives you all the flexibility that you may need in such instances!
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;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]]
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<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:2. Click on #cdeffc; padding:5px; border-radius:5px;">[[Client_Login_custom_feature|client login]]</span>, <span style="Settingsbackground-color:#cdeffc; padding:5px; border-radius:5px;" near this feature.>[[FileMembership_custom_feature|memberships]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:Flexible notifications settings path.png 5px;">[[Approve_Bookings_custom_feature| centerapprove bookings]]</span>, etc. are not working there.<br>Contact support for more details.</span>
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:31. On the 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 you see press .[[File:Facebook bot enable v3.png | center]]<br><br>:2. Choose <span style="new flexible template settingsbackground-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> near it to see basic instructions.[[File:Flexible notifications create new templateFacebook bot settings path.png| center]]
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:43. In the new template select services to apply to bookings andLog into the <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://or select providers to apply to bookingsdevelopers. Then select notification type to addfacebook.com/change template and edit the text. Please use variables on the right to include to your templates if necessaryFacebook Developer Console].</span>[[File:Flexible template creationFacebook developers login new.png | center]]
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:4. Click on <span style="background-color:#d4f8e5; padding:5px; border------ =Google Adwords and Analytics=radius:5px;">My Apps<br/span>[[File:Google analytics new icon.png‎ ‎|left]] Use in the Google Analytics Custom Feature to see how many customers visit your site both on an everyday basis upper right-hand corner and during promotion campaigns. Use the adwords analytics choose to count how many actually book after clicking an adwords advertisement.<br><br><br>span style="background-color:#d4f8e5; padding:5px;How to useborder-radius:1. Enable 5px;"Google Adwords and Analytics>Add a New App" feature on your Custom Features page.</span>[[File:Google analytics enable pathFb create new app.png | center]]
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:25. Choose Enter a name and contact email address and click on <span style="Settingsbackground-color:#d4f8e5; padding:5px; border-radius:5px;">Create App ID.</span>[[File:Google analytics settings pathCreate new app id new.png | center]]
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:36. Fill in On the boxes with the corresponding informationnext page you will see scenarios. Please skip this step.[[File:Google analytics settings v3Fb bot skip step.png | center]]
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;Where to find the details:The '''Google analytics id''' can be found in your Google analytics accounts7. <br>:Go to Analytics home, you will see a list of Add all basic information about your sites, company and on the right side of the site namebot, there is your analytics number. <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 visitorsrequired links, 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 Featureicon as well as GDPR related information if necessary.:1. Sign in to your AdWords account at https://adwords.google.com.:2. Click Tools:3. Select Conversions.:4. Click + to create conversions and Select Website conversions.:5. Set it up, and Save.:6. When you save, you will see a code like: <!-- Google Code for test-simply Conversion Page --><code><script type="text/javascript"> /* <![CDATA[ */ var google_conversion_id = '''1020314917'''; </code> <----- This line shows the conversion code to insert into the Custom Feature settingsFile:Fb bot add basic details.<br><code>var google_conversion_language = "en"; var google_conversion_format = "3"; var google_conversion_color = "ffffff"; var google_conversion_label = "O0bzCMrgj2sQpYrD5gM"; var google_remarketing_only = false; /* png | center]]> */</code><br>:7. Use these details to add to the corresponding fields of this custom feature settings.<br> '''Google conversion value value''' is the conversion value that you give to a client that hits your target. It can for example be set as 20 for $20 per conversion if the average price of your service is $20. We set it default to 1, which could mean $1 value per conversion but you should change this to the right value for you.
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: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----=Google Authenticator=radius:5px;">Products<br/span>on the left-side.[[File:Google authenticatorFb bot products path.png |leftcenter]] <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.
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:'''Please note!''' In case 9. Scroll the page you have this feature enabled our support agents will not be able to access your account settings.:As well it will not be possible to connect see a little bit and click the account to [[Zapier_integration | Zapier]].<brspan style="background-color:#d4f8e5; padding:5px; border-radius:5px;"'''How to use it as admin user'''Set Up<br/span>button for the <span style="background-color:#d4f8e5; padding:1. Open “Custom features” page using left5px; border-side menu of your admin interface and find “Data Protection” sectionradius:5px;">Messenger</span> option. Just click on “Enable” near “Google authenticator”[[File:Google authenticator enable Fb bot messenger path.png | center]]
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:210. To set 2Under the <span style="background-step authentication please go to Manage//Users using leftcolor:#d4f8e5; padding:5px; border-side menu or click on “Settings”radius:5px;">Token Generation<//”Set up 2-step authentication” near this custom featurespan> section, choose one of your Facebook pages, copy the token you get.[[File:Google authenticator settings pathFb bot token copy.png | center]]
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:3. On Manage//Users If you see the following error while selecting the page click on “+” and create all desired system users to be able to connect each you may need to 2-step authenticationedit the permissions.[[File:Create usersFb bot error permissions.png | border| center]]
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:4. Download “Google Authenticator” application from Google Play or App Store. You can just scan QR-code in Manage//Users//select the user//Google Authenticator and immediately get to application page.[[File: Ga application linksPermission steps facebook.png |border| center]]
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:511. In the same section scan QRThen <span style="background-color:#d4f8e5; padding:5px; border-code with Google Authenticator application on your smartphone, enter the code you see radius:5px;">Page Access Token</span> will be generated. Enter it in the app and click on Simplybook.me <span style="Connectbackground-color:#d4f8e5; padding:5px; border-radius:5px;" button>Facebook bot settings.</span>[[File:Connect ga to user v3Fb bot token paste.png | center]]
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:612. All done! This user can now log in in more secure way!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>
:Login process will look like as follows13. Check the <span style="background-color:#d4f8e5; padding:5px; border- open Simplybook.me site or direct link as companyname.simplybook.meradius:5px;">messages<br/span>and <span style="background-color:#d4f8e5; padding:5px; border- fill in all necessary details and passwordradius:5px;">messaging_postbacks<br/span>options under <span style="background-color:#d4f8e5; padding:5px; border- enter 6-digits code from Google Authenticator featureradius:5px;">Subscription Fields.</span>[[File:Fb bot setup webhooks step 2-step authentication pop-up.png | center]]
<br><br>
:14. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Verify and Save</span> button. ''If you plan :15. Scroll to allow your employees to be able to connect themselves please create them as users beforehand and allow them to login without 2<span style="background-color:#d4f8e5; padding:5px; border-step authentication in Custom featuresradius:5px;">App Review for Messenger</span> block, select the first option <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">pages_messaging</Google authenticator//Settings//Settingsspan> and add the details requested there.''[[File:Allow to log in without 2step authPages messaging add.png | center]]
<br><br>
[[File:Fb bot submission step 1.png | center]]
<br><br>
:16. Complete the steps you see in the pop-up.(the steps may be changed by Facebook with time)
[[File:Fb but submit for review.png | center]]
<br><br>
:17. Submit your app for review.
[[File:Fb bot submission step 3.png | center]]
<br><br>
:18. You can also make your app live for approved users to test.
:It will become available to all your page visitors after Facebook approval.
[[File:Fb bot make app public.png | center]]
<br><br>
:19. It may take some time for Facebook to approve your application and your clients will be able to book using the chat bot.
:Here you can see how approved request will look like<br>
[[File:Bot approved.png | center]]
<br><br>
-------
 '''How to connect Google Authenticator if you are a user'''=Facebook Client Info=
<br>
[[File:1. Google Authenticator custom feature should be previously enabled by admin as described aboveFacebook client info new icon.png ‎|left]]
:2The Facebook Custom Feature will simplify your life and your customer's life. Open “Welcome” page using left-side menu They can log in and scan make appointments with their Facebook profile. You can thereby also see their Facebook profile photo in the code dashboard, allowing you to download recognise them when they walk through the application if you have not done this beforedoor.[[File:Connect ga as user v3 get the appPlease note, that services may be visible on his/her timeline.png | center]]
<br><br>
;How to use:31. Click Enable this option on “Connect/Change” link, scan the code, enter the code you get and save settingsyour Custom features page.[[File:Connect ga as user v3Facebook client info enable path.png | center]]
<br><br>
:42. From now you And the clients will login be able to log in more secure way!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]]
<br><br>
:Login process will look like as follows:------- =Flexible Notifications=:- open Simplybook.me site or direct link as https://companyname.simplybook.me<br>[[File:- fill in all necessary details 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 password<br>:- enter 6-digits code providers. It means that certain service can have a message different from Google Authenticator featurethe 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>
---------
=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
:1. Enable Google Tag Manager custom feature in your Go to Custom features Features//Booking related sectionand find Flexible Notifications Custom Feature//press "enable".[[File:Google tag manager Flexible notifications enable path.png | center]]
<br><br>
:2. Sign up for a [https://tagmanager.google.com/#/home Google tag manager site]<br>:3.  Create a new container and set it up.<br>:4. Click on “Settings” "Settings" near Google Tag manager on simplybook.me custom features pagethis feature. [[File:Google tag manager Flexible notifications settings path.png | center]]
<br><br>
:53. Insert the container ID on On the page you seepress "new flexible template settings".[[File:Google tag manager settings v3Flexible notifications create new template.png | center]]
<br><br>
---------=Google Translate=: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:Google translateFlexible template creation.png | leftcenter]] <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>
-------
 
=Google Adwords and Analytics=
<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.
<br><br><br>
 
 
 
;How to use
:1. To enable this option navigate to Enable "Google Adwords and Analytics" feature on your Custom Features//Adding more to the Booking Websitepage.[[File: Google translate analytics enable path.png |center]]
<br><br>
:2. To access available options for this functionality click on Choose "Settings" button.[[File:Google translate analytics settings path.png| center]]
<br><br>
:3. Check Fill in the boxes with languages you wish your clients to be able to choose on the booking websitecorresponding information.[[File:Google translate options analytics settingsv3.png | center]]
<br><br>
  ;Where to find the details:41. The '''Google analytics id''' can be found in your Google analytics accounts. Select <br>:Go to Analytics home, and click on "All Web Site data" in the view mode to your tastetop left corner.[[File:Select view mode for google translateAnalytics home.png | center]]
<br><br>
:52. Save settings. Everything is ready to use! Here is how it can look like on In the pop-up you will see your booking page using one of the themes.Analytics ID[[File:Google translate booking page view1Analytics id.png | center]]
<br><br>
One more translation possibility using third-party service [http://appointmentschedulingnews.com/perfect-translation-It should be inthe format: UA-anyXXXXXXXX-languageX Where XXXXXXX-forX is some number.<br>:''An example of this id would be: UA-your70295750-website here]1''<br>:To start tracking visitors, you only need to set your analytics account id. <br><br>--------
   =Group Bookings=<br>[[File:Group booking new icon.png ‎|left]] Group bookings is useful when However '''to track results of an adwords campaign''' you need your customers to be able to book appointment or reservation for many individuals at set up an adwords campaign conversion id and insert this id into the same timeSimplyBook. This me 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 :1. Sign in one payment to your Ads account at time of check-out even though only the group leaderhttps://organizer is registeredads.google.com:2. If you are using Click Tools and select Conversions[[Custom_Features#Products_for_Sale | Products for Sale]] or [[Custom_Features#Service_Add-ons File:Conversions path.png| Service Add-Onscenter]] features, number of items will also be multiplied to the number of participants selected.
<br><br>
 ;How to use:13. Make sure that the Service provider is set able Click + to accept X many clients at same time(or more depending on your needs). For this go Manage//Providers//create conversions and select necessary provider//Service provider details//How many clients can this provider serve at same time? and set the X number of clientsWebsite conversions.[[File:Number of clients per providerNew conversion step 1.png | center]]
<br><br>
:24. Set up the options. Activate Group Bookings custom feature on your Custom features page[[File:Group bookings enable pathNew conversion step 2.png | center]]
<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>:35. Go Select to its settings("Notifications" button) insert the Tag yourself.[[File:Group bookings settings pathNew conversion step 3.png | center]]
<br><br>
:46. Here Then you can specify how many people can be booked in same booking, by same client and edit notification templates related to will see a code like this feature.:[[File:Group bookings settings v3New conversion step 4.png | center]]
<br><br>
 <code><!- Event snippet for Testing conversion page -><br><script><br>gtag('event', 'conversion', {'send_to'How will it look like on the booking page:'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>:7. Use these details to add to the corresponding fields of this custom feature settings.
<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 viewAdd conversion details to sbm.png | center]]<br clear=all/><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 HIPAAfeature 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>:'''Please note!''' In case you have this feature enabled our support agents will not be able to access your account settings.:As well it will not be possible to connect the account to [[Custom_Features#Zapier_Connector | Zapier]].
<br>
[[File:Hipaa new icon.png ‎|left]]'''How to use it as admin user'''
<br>
Available with Standard :1. Open “Custom features” page using left-side menu of your admin interface and Premium(former Gold and Platinum) subscriptionsfind “Data Protection” section. Just click on “Enable” near “Google authenticator”[[File:Google auth enable path free.png | center]]
<br><br>
The personal information custom feature is designed to help [https://simplybook2.me SimplyBook.me] users To set 2-step authentication please go to protect their client's and patient's data. It does not replace user's own security procedures but enhances [https:Manage//simplybook.me SimplyBook.me] data security by Users 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 left-side menu or click on “Settings”//”Set up 2-step authentication” near 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[File://simplybook.me SimplyBook] support personnel further reducing access by unrelated people to the systemGoogle auth settings path free. It is possible to further reduce exposure of personal information to unauthorized people by using the [[Custom_Features#Clean_History png | Clean History custom featurecenter]]. This way old data gets deleted and is therefore not accessible. <br><br>'''Please note!''' This custom feature does NOT replace the [https:3. On Manage//simplybook.me SimplyBook.me] user's own security controls which also need Users page click on “+” and create all desired system users to be in place for client and patient data protectionable to connect each to 2-step authentication. Please refer to relevant documentation in your country and get assistance from qualified advisors in the field of client/patient data protection[[File:Create users.png | center]]
<br><br>
;How to use:14. Enable HIPAA features on your Custom Features pageDownload “Google Authenticator” application from Google Play or App Store.:''When you enable this feature [[Custom_Features#SSL| SSL custom feature]] and [[Custom_Features#Google_Authenticator | You can just scan QR-code in Manage//Users//select the user//Google Authenticator]] will be enabled as well and immediately get to add security to client sideapplication page.''[[File:Hipaa enable pathGa application links.png | center]]
<br><br>
:25. Go to its settings to set timeout period In the same section scan QR-code with Google Authenticator application on your smartphone, enter the code you see in the app and email address to be notified about new log insclick on "Connect" button.[[File:Hipaa settings pathConnect ga to user v3.png | center]]
<br><br>
[[File:Hipaa settings v36.png | center]]All done! This user can now log in in more secure way!
<br><br>
:3Login process will look like as follows::- open Simplybook. Validate main admin phone numberme 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>
;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 ''If you plan to allow your employees to be transferred able to Manageconnect themselves please create them as users beforehand and allow them to login without 2-step authentication in Custom features//Google authenticator/Users page. Select main admin user, insert the phone and press "Generate a check-code to validate phone"/Settings//Settings.''[[File:Hipaa validate phone v3Allow to log in without 2step auth.png | center]]
<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:Hipaa confirm code.png|center]]
<br><br>
:4. Get a success message that the code is confirmed.
[[File:Hipaa validated number.png | center]]
<br><br>
'''Please note''', [service] and [client] variables in notification templates do not work when this Custom Feature is enabled due to security reasons.
<br>
As well it is not possible to connect the account to [[Zapier_integration | Zapier]] if you are using HIPAA feature.
<br>
------- =HTML Description Field for Events='''How to connect Google Authenticator if you are a user'''
<br>
[[File:Html description new icon1. Google Authenticator custom feature should be previously enabled by admin as described above.png ‎|left]]
Allows inserting HTML formatting (background :2. Open “Welcome” page using left-side menu and font color, bold, italic, underline, alignment and other HTML elements) for Service, Service Providers, Locations and Categories description fieldsscan 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>;How to use:13. Enable this functionalitty Click on your Custom Features page“Connect/Change” link, scan the code, enter the code you get and save settings.[[File:Html description filed enable pathConnect ga as user v3.png | center]]
<br><br>
:24. Go to Manage section using left-side menu and select Services/Providers/Classes/Memberships/Products for sale depending on which item do From now 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]]will login in more secure way!
<br><br>
: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>
---------
=[[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------- =Import Clients=radius:5px;">Custom Features</span> page.[[File:Import clients iconGoogle business enable path.png | leftborder| center]] <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><br>
:'''Attention!''' It is forbidden 2. Navigate to import a client list with emails and client information where the clients have not specifically granted <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> to create Google Business account if you the right to do so.<br>:'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advancednot have one yet, Gold and Platinum)or connect already existing Google Business account.<br>[[File:It is only possible to import 500 clients by default. If you need to import more please contact support for detailsGoogle business settings path.png | border| center]]
<br><br>
'''How to use this option:''':1. Enable "Import Clients" custom feature on your Custom features page:[[File:Import clients enable pathGoogle business account.png |border| center]]
<br><br>
:23. Prepare your Excel file. :- No text above Give the list of clients should necessary permissions so that it will be written:- Make sure all cells are correctly displayed:- Save file possible to see and edit your location(s) in SimplyBook.csv format with comma separationme.
<br><br>
:34. Go If you already have some locations in Google Business you will be able to Manage//Clients//Import from CSV or simply click see them on "Settings" near this custom featurethe left side of the page. [[ File:Import clients file upload pathGoogle business locations.png | center]]
<br><br>
:45. Press Just click on one of them if you need to make some edits and enable the option <span style="Choose filebackground-color:#d4f8e5; padding:5px; border-radius:5px;" >Update address in the profile</span>, make the necessary changes and select re-save the location for the prepared file.information to be updated on Google side[[File:Import clients file upload step1Google business update address.png | center]]
<br><br>
:5. Assign values to the columns from dropor choose <span style="background-color:#d4f8e5; padding:5px; border-down lists in the upper bar (above each column, marked with black arrows). Assign "name", "email" and "phoneradius:5px;">+</span> option to add a new business address.[[File: Import clients assigning column headersGoogle business add location.png | border| center]]
<br><br>
:6. Press After you have added the address, click on <span style="Confirm clients importbackground-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 that only 10 clients will be shown ''', if you have changed some of these details in preview, but after your SimplyBook.me account you import, all clients will need to re-save the business location in Google Business feature settings for the details to be shownupdated 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't import clients, please check the possible reasons::1. Format of .csv file is incorrect. It should be saved easily delete them in this feature settings.csv with comma or tab separation.Just click on <br/span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">:2. There is some text above the data or unnecessary columns that prevent successful import. Please delete the text.Delete on GMB<br/span>option.[[File:3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etcGoogle business delete on google side.png |border|center]]
<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.---------=Google Tag Manager=
Providers availability[[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, total bookingsGoogle Analytics, payment per provider etcFloodlight, and non-Google tags.<br><br><br>
;How to use
:1. Enable Insights on Google Tag Manager custom feature in your Custom features pagesection.[[File:Insights Google tag manager enable path.png | center]]
<br><br>
:2. Navigate to Dashboard or ReportsSign up for a [https://Insights to check the graphs and chartstagmanager.[[File:Dashboard chart examplegoogle.png | center]com/#/home Google tag manager site]<br><br>-------=Instagram Photo Sharing=:3.  Create a new container and set it up.
<br>
:4. Click on “Settings” near Google Tag manager on simplybook.me custom features page. [[File:Social galleryGoogle tag manager settings path.png | leftcenter]]<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>:15. To enable this custom feature please go to Custom features Insert the container ID on the page and click on “Enable” near “Instagram photo sharing” optionyou see.[[File:Instagram photo sharing enable pathGoogle tag manager settings v3.png | center]]
<br><br>
:2. Then please choose “Settings” near this custom feature ---------=Google Translate=[[File:Instagram photo sharing settings pathGoogle translate.png | centerleft]] <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>
;How to use:31. You will get To enable this option navigate to Custom Features//Adding more to the page where you will be able to connect your Instagram account.:Just click on “Authorization”, fill in your Instagram username and passwordBooking Website.<br>[[File:Instagram photo sharing settings v3.png| center ]] [[File:Instagram loginGoogle translate enable path.png | center]]
<br><br>
:42. If you have many posts within your Instagram account you can set how many images to display per pageTo access available options for this functionality click on "Settings" button.[[File:Instagram number of images per pageGoogle translate settings path.png | center]]
<br><br>
You have it set now and :3. Check the boxes with languages you wish your Instagram images will clients to be displayed on separate tab able to choose on the booking sitewebsite.[[File:Instagram on booking pageGoogle translate options settings.png | center]] 
<br><br>
'''Please note!''':4. Select the view mode to your taste.[[File:Select view mode for google translate.png | center]]
<br><br>
- When you add images :5. Save settings. Everything is ready to use! Here is how it can look like on 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” pageusing one of the themes. [[File:Instagram refresh optionGoogle translate booking page view1.png | center]]
<br><br>
One more translation possibility using third- If Instagram post consists of several imagesparty service [http:/photos only first one will be displayed on the booking site/appointmentschedulingnews.<br>com/perfect- Unfortunately currently videos cannot be played and will look like an image.translation-in-any-language-for-your-website here]
<br><br>
--------   
=Intake FormsGroup Bookings=<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>
[[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>
;How to use
:1. Enable Intake Forms Custom Feature in Make sure that the Custom Feature sectionService provider is set able to accept X many clients at same time(or more depending on your needs). For this go Manage//Providers/Adding more to /select necessary provider//Service provider details//How many clients can this provider serve at same time? and set the booking pageX number of clients.[[File:Intake forms enable pathNumber of clients per provider.png | center]]
<br><br>
:2. Go to its settings or to Manage//Intake forms Activate Group Bookings custom feature on your Custom features page.[[File:Intake forms settings Group bookings enable path.png | center]]
<br><br>
:3. Press Go to its settings("+Notifications" button in the settings of Custom Feature to create a new form.) [[File:Create new intake form v3Group bookings settings path.png | center]]
<br><br>
:4. In the field "Question title" write the question Here you want your clients to answer. For example: Agecan specify how many people can be booked in same booking, preferences, Do you have any health problems?, etc.:5. Choose the field type::'''digits only''' - allows entering only numbers. Useful when you need by same client and edit notification templates related 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 listfeature.:'''date''' - creates date selection option with calendar[[File:Intake forms fields typesGroup bookings settings v3.png |center]]
<br><br>
:6. Make '''How will it rather obligatory or not with look like on the help of "optional" switcher.booking page: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 The clients will be able to include intake form information use the arrows to email templates, find choose the number of participants(the look ay differ depending on the intake forms variables and add them to templates in Configuration//General Settings//Email and SMS settings//Templatestheme you have).[[File:Add intake form variable to templateGroup bookings client view.png | center]]
<br><br>
-------
=Limit BookingsHIPAA=
<br>
[[File:Limit bookings Hipaa 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.
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Available with Standard and Premium(former Gold and Platinum) subscriptions.<br><prebr>For example, you have 2 providers and 1 room and both of your providers are available at 10The personal information custom feature is designed to help [https://simplybook.00me SimplyBook. Each of providers is set up me] users to serve 1 person at a time protect their client's and totally, 2 people can book service at 10patient's data. It does not replace user's own security procedures but enhances [https://simplybook.00me SimplyBook. But 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 limit that number the system. It is possible to further reduce exposure of personal information to 1 person, because only 1 room unauthorized people by using the [[Custom_Features#Clean_History | Clean History custom feature]]. This way old data gets deleted and is availabletherefore not accessible.<br><br>'''Please note!''' You *This custom feature does NOT replace the [https://simplybook.me SimplyBook.me] user's own security controls which also need to enable Limit Bookings Custom Feature be in place for client and set it patient data protection. Please refer to 1relevant documentation in your country and get assistance from qualified advisors in the field of client/patient data protection. In such way, *[service] and [client] variables in notification templates do not work when someone books 10this Custom Feature is enabled due to security reasons.00, this time will be closed for another provider*It is not possible to connect the account to [[Custom_Features#Zapier_Connector | Zapier]] if you are using HIPAA feature.</pre>
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;How to use
:1. Enable this custom feature HIPAA features on your Custom Features page.:''When you enable this feature [[Custom_Features#SSL| SSL custom feature]] and [[Custom_Features#Google_Authenticator | Google Authenticator]] will be enabled as well to add security to client side.''[[File:Limit bookings Hipaa enable path.png | center]]
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:2. Go to its settings if you need to limit number of bookings at a time for the whole systemset timeout period and email address to be notified about new log ins.[[File:Limit bookings Hipaa settings path.png | center]]
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:3. Indicate the necessary amount in the corresponding box.[[File:Limit bookings system limit Hipaa settings v3.png | center]]
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:43. 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 Validate main admin phone number per service/class.[[File:Limit bookings per service v3.png | center]]
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;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]]
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:3. You will receive sms with the code, enter the code into the "Validation code" field and press "Confirm the check-code".
[[File:Hipaa confirm code.png|center]]
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:4. Get a success message that the code is confirmed.
[[File:Hipaa validated number.png | center]]
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 =MembershipHTML Description Field for Events=
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[[File:Membership Html description 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 servicesAllows inserting HTML formatting (background and font color, bold, italic, underline, alignment and other HTML elements) for Service, Service Providers, only classes or similarLocations and Categories description fields.[http<br><br><br><span style="background-color://appointmentschedulingnews.com/membership-booking-software#26dd7d; padding:5px; border-radius:5px;">Free custom feature-in-simplybook-me!</ Here] you can check more cases when Membership can be useful. span>
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[https;How to use://www.youtube1.com/watch?v=sZXgGX7xoC0&feature=youtu.be Here] you can see video tutorial how to set it upEnable this functionalitty on your Custom Features page<br>'''Please note!''' This feature is not compatible with [[Custom_Features#Clean_History File:Html enable path free.png | Clean Historycenter]] and does not work with mobile apps.
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:'''How to enable Membership custom feature'''To enable this option please go 2. Go to Custom Features Manage section in your admin interface, find “Membership” using left-side menu and click select Services/Providers/Classes/Memberships/Products for sale depending on enable near itwhich 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:Membership enable pathHtml description field settings.png | center]]
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'''Please note!''' [[Custom_Features#Client_Login | Client login]] and [[Custom_Features#Accept_Payments | Accept payments]] custom features will be automatically enabled as well.
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=Import Clients=
[[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.
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<span style="background-color: #26dd7d; padding:5px; border-radius:'''How to create Membership'''After you have enabled this Custom Feature you can go to Manage/5px;">Free custom feature!</Memberships and click on “+” icon to create new membership. In “Membership details” tab you will be able to set membership title, image, its duration, number of sessions included and price. <brspan>[[File:Create new membership v3.png | center]]
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:'''Attention!''' It is possible forbidden to set different First payment import a client list with emails and Recurring prices if client information where the clients have not specifically granted you wish, for example, the right to suggest lower price to regular customersdo so.
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[[File:Membership price1'''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.png| center]]
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'''Please note!How to use this option:''' Recurring membership payments can work with Stripe payment processor only:1.Enable "Import Clients" custom feature on your Custom features page:[[File:Import clients enable path free.png | center]]
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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 :2. Prepare your clients who purchased membership book a service at a lower priceExcel file<br>:'''How to add service to Membership'''In “Services, attached to this membership” tab you will be able to check - No text above the boxes with services you wish to be attached to this Membership. It will list of clients should be possible to book this service only if a client has purchased this Membership. written<br>:- Make sure all cells are correctly displayed[[File:Attach services to membership- Save file in .csv format with comma separation.png | center]]
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You have to add at least one service to membership :3. Go to make it working. <br>:'''Where will be Memberships displayed Manage//Clients//Import from CSV or simply click on the booking page'''After you enable "Settings" near this custom feature Membership tab will appear on the booking page.<br>[[File:Membership tabImport clients file upload path.png | center]]
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As well if clients click on :4. Press "Choose file" and select the service related to membership but have not purchased it yet they will get a pop-up suggesting to purchase it. If they agree they will be redirected to Memberships pageprepared file.<br>[[File:Membership confirmImport clients file upload step1.png | center]]
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 <br>:'''Where can i check payments my clients made for memberships'''You will be able 5. Assign values to see that information the columns from drop-down lists in Reports//Membership paymentsthe upper bar (above each column, marked with black arrows).<br>If client has chosen Assign "name", "email" and "Pay Laterphone" option instead of paying online you will be able to approve such membership purchases there.<br>Only after your approval the client will be able to book the services related to the selected membership[[File: Import clients assigning column headers.png | center]]
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: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.''
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;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.
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:'''How will be my clients notified about purchase/renewal'''The system will notify the client about recurring payment coming soon and membership period coming to an end to remind. There are notification about successful and unsuccessful recurring payments. =Insights=
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You can enable/disable some notifications related [[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 all use:1. Enable Insights on your memberships in Manage//Memberships//Membership details//Configure membership notifications or in Custom features//Membership//Settings//Notificationspage.[[File:Membership notification typesInsights enable path.png | center]]
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As well you can adjust templates according :2. Navigate to your needs thereDashboard or Reports//Insights to check the graphs and charts. Please use variables listed on the right side of the page if necessary so that relevant details will be reflected in notifications[[File:Dashboard chart example.png | center]]
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-------=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 add membership to client from admin sideuse:'''If your client has paid you in cash or you just wish to give somebody free membership <br>:1. To enable this custom feature please go to Manege//Clients Custom features page,and click on "Edit" “Enable” near necessary client there“Instagram photo sharing” option. [[File:Attach membership from admin side v3Instagram photo sharing enable path.png | center]]
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:2. Then select "memberships" tab in the pop-up that will appear and click on "Add new"please choose “Settings” near this custom feature [[File:Attach membership from admin side step2 v3Instagram photo sharing settings path.png | center]]
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Choose membership from available and set :3. You will get to the start date(end date page where you will be calculated by the system based on the selected membership duration)able to connect your Instagram account. Click :Just click on "Add" to save “Authorization”, fill in your Instagram username and password.<br>[[File:Instagram photo sharing settingsv3.png| center ]] [[File:Attach membership to client2Instagram login.png | center]]
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As a result :4. If you will see membership successfully addedhave many posts within your Instagram account you can set how many images to display per page.<br>You will also see active clients' memberships with number of sessions left.<br>[[File:Membership status admin side2Instagram number of images per page.png | center]]
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-------You have it set now and your Instagram images will be displayed on separate tab on the booking site.[[File:Instagram on booking page.png | center]]
=Multiple Bookings=
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[[File:Multiple booking new icon.png ‎|left]]
 
Allows clients to book more than one service before they check-out and pay for all booking with one payment. This Custom Feature adds "Book and add more" button to the "Details" step on the booking page. This Custom Feature allows clients to book several services on different time or day of the week.
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:'''Please note!''' "Book and add more" button will not be shown if you are using classes timeline on the booking site, if several participants are selected with [[Custom_Features#Group_Bookings | group booking]] or if the service is recurring.
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;How to use
:1. Enable Multiple bookings custom feature on your custom features page.
[[File:Multiple bookings enable path.png | center]]
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:2. You can edit notification templates related in '''Please note!'''<br><br>- When you add images to your Instagram they will be updated on the Settings("Notifications" button) sectionbooking page within an hour.[[File:Multiple bookings settings path<br>If you wish it to happen sooner please click on “Refresh now” on this custom feature “Settings” page.png | center]][[File:Multiple bookings notificationsInstagram refresh option.png | center]]
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:3. Here is how it - If Instagram post consists of several images/photos only first one will look like be displayed on the client side in one of the themesbooking site.<br>[[File:Book - Unfortunately currently videos cannot be played and add more v3will look like an image.png | center]]
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=Multiple LocationsIntake 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>
[[File:Unit location new icon.png ‎|left]]
 
Allows creating multiple service locations and relating them with different service providers (staff members). Locations will be shown as the first step on the booking site.
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:Here you can see the example of client view:
[[File:Locations booking page view.png | center]]
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;How to use
:1. Enable Multiple Locations custom feature Intake Forms Custom Feature in the Custom Feature section//Adding more to the booking websitepage.[[File:Multiple locations Intake forms enable path.png | center]]
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:2. Add locations either in the Go to its settings of the Custom Feature or in to Manage//Service Providers//Add locationIntake forms page. [[File:Create new location item v3.png | center ]]<br/>3. Click on "Location providers" tab for corresponding location and check necessary boxes to connect service providers with location.<br/>[[File:Attach providers to locations v3.png |center]]<br/><br/>4. (Optional) In Settings // General Intake forms settings // Email and SMS settings insert the following variables into your email templates:<br/>[[File:Add location variables to templatespath.png | center ]] <br/><br/>:'''[location]''' - value of field "Location name":'''[location_address]''' - value of field "Location address":'''[location_phone]''' - value of field "Location phone"  ;How to set schedule for location?You can set individual schedule for the provider and then relate provider to the location. Thus working hours of the provider related to location will automatically apply to location. :1. To set individual schedule for provider go to Settings//Service providers//Working hours, or to Manage//Service Providers//Service providers schedule and you can set opening hours, break times, and special days for this specific employees. Just take care that opening hours of employees must be within opening hours of company.:2. To relate provider and location go to Manage//Service Providers//Service provider's locations and check the boxes with location(s) provider should be related to.
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;How can I relate service :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 locationanswer. For example: Age, preferences, Do you have any health problems?, etc.:5.Choose the field type:Locations can be related :'''digits only''' - allows entering only numbers. Useful when you need to service providersknow the age, thus 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 relate service choose only 1 option. In order to the particular locationcreate this field, you will need initially to relate this service 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 service providerlist.:'''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.:17. In Manage//Service Providers//If you wish to relate form with certain services, choose "Services, attached to this service provider field" tab and check the boxes with near corresponding services related .[[File:Attach intake form to this providerservices.png| center]]<br><br>:28. In ManageIf you want to include intake form information to email templates, find the intake forms variables and add them to templates in Configuration//Service ProvidersGeneral Settings//Service provider's locations Email and check the boxes with location(s) provider should be related SMS settings//Templates.[[File:Add intake form variable totemplate.png | center]]
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 =NewsKiosk=
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[[File:News new iconKiosk.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.
Give your website a fresh life by managing news on your main page in our booking system.<br><br>You can publish news or blog on your booking website to keep your customers up to date <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' This feature is not compatible with what’s happening in the business<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Take_Me_Back_Home |Take me Back Home]]</span> custom feature.<br/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 features</span> page, Adding more to the Booking Website <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Other</span> section.[[File:News Kiosk enable path.png |border| center]]
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:2. Click 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 "Settings" near this optionthe booking site on the settings side of the page.[[File:News Kiosk settings pathoverview.png |border| center]]
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:3. Create the posts on the page Save your preferences and you see by clicking on "+" button.[[File:Add new news item v3 updated.png | center]]are done!
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=Packages=
[[File:Packages icon.png | left]]
With the Packages custom feature you can create a package of multiple services, or, if you also sell additional items, combine services with products, add-ons, and [[Custom_Features#Classes |classes]]. Clients can buy packages on your booking page or with Simplybook.me’s [[Custom_Features#Point_of_Sale | POS feature]]. Each package can be defined with any number of services and products, and you can set the validity to any period available. Once clients have purchased a package, they can book a service at any time paying with their package credits. They can always check how many occurrences are left within each package.
=Limit Bookings=
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[[File:Limit bookings new icon.png ‎|left]]
 :'''Please note''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', as soon as you turn t set to skip this custom feature onrestrictions for admin). It is possible to limit booking number at the same time generally, [[Custom_Features#Client_Login | Client login]] and [[Custom_Features#Accept_Payments | Accept Payments]] features will be enabled as wellalso 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. Video tutorial 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 '''''[https://www.youtubeYou need to enable Limit Bookings Custom Feature and set it to 1.com/watch?v=aVVJ3f6pqek&feature=youtuIn such way, when someone books 10.00, this time will be here]'''''closed for another provider.</pre>
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;How to use
:1. To switch Enable this custom feature on, please navigate to your Custom Features page, go to “Other” section and click on “Enable”.<nomobile>[[File:Packages Limit bookings enable path.png | center]]</nomobilebr><mobileonlybr>:2. Go to its settings if you need to limit number of bookings at a time for the whole system.[[File:M packages enable Limit bookings settings path.png | center]]</mobileonly>
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:23. Then choose “Settings” optionIndicate the necessary amount in the corresponding box. <nomobile>[[File:Packages settings pathLimit bookings system limit v3.png | center]]</nomobile><mobileonly>[[File:M packages settings path.png | center]]</mobileonly>
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:34. Just click on “+” button If you need to create a new package. The form will appear on set the right side of limit for certain service please navigate to Manage//Services(Classes) page, choose More options tab and set the page.<nomobile>[[File:Create new packagedesired number per service/class.png | center]]</nomobile><mobileonly>[[File:M create new packageLimit bookings per service v3.png | center]]</mobileonly>
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  -------=Line Bot= [[File:4Line bot. Insert package name, add a description (you can even use HTML formatting for a better look) png | left]] The Line Bot custom feature allows your clients to book your services via Line messenger and imageit also works in Line mobile app. At this point you can also set the package priceThe booking bot connects with your schedule at <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https: you can specify the cost (if you want to make a discount, for example) or skip price box to later keep the total cost of all //simplybook.me/ SimplyBook.me]</span> and guides your client throughout the elements includedbooking process.  Supports <span style="background-color:#cdeffc; padding:5px; border-radius:'''Please note5px;">[[Service_Categories_custom_feature|service categories]]</span>,''' it is not possible to create a package without setting a price.<nomobilespan style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[FileMultiple_Locations_custom_feature|multiple locations]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:Add new package details.png 5px;">[[Intake_Forms_custom_feature| centerintake forms]]</nomobilespan>, <mobileonlyspan style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[FileAccept_payments_custom_feature|online payments]]</SPAN>(but taxes are not calculated), <span style="background-color:#cdeffc; padding:5px; border-radius:M add new package details.png 5px;">[[Client_Login_custom_feature| centerclient login]]</mobileonlyspan>(but without client address).
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:5. Define the validity period of the package and set the number of sets available (unlimited by default).
<nomobile>[[File:Package duration and limit.png | center]]</nomobile>
<mobileonly>[[File:M package duration and limit.png | center]]</mobileonly>
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<span style="background-color:6. Proceed to adding services, products and add#ffe9e9; padding:5px; border-ons to the package. You will see three corresponding sections below. radius:5px;">Please note:</span>*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">In service/provider/<nomobilespan style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[FileService_Categories_custom_feature|category]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:Package items possibilities5px;">[[Multiple_Locations_custom_feature|location]]</span> descriptions limited number of symbols can be displayed.png </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| centerintake forms]]</nomobilespan> 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><mobileonlybr><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:M package items possibilitiesLine bot enable path.png | border| center]]</mobileonly>
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:72. Please select “Services” section, check the boxes with the necessary items and set the quantity that will be available for booking. Navigate to its <nomobilespan style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[[File:Add items to the packagesettings.png | center]]</nomobilespan><mobileonly>[[File:M add items to the packageLine bot settings path.png | border| center]]</mobileonly>
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:83. If you are using [[Custom_FeaturesLog in to <span style="background-color:#Products_for_Sale |Products for sale]] and/or [[Custom_Features#Service_Addd4f8e5; padding:5px; border-ons |Service Add-ons]] features simply select the corresponding tabs and add elements the same way. <nomobileradius:5px;">[[Filehttps:Add items to the package2//developers.line.png | center]biz/en/ LINE Developers page]</nomobilespan>and create <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Provider<mobileonly/span>following the instructions listed there.[[File:M add items to the package2Line create new provider.png | border | center]]</mobileonly>
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:94. After you have added all Then create <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">new channel</span>, adding the options necessary details, confirming them and if you have not set a package price yet, get back agreeing to the “Details” tab LINE Terms of Service and use “Calculate price” button to make the system automatically sum up all the elements prices for youother required options. <nomobile>[[File:Autocalculate the priceLine creat new channel.png | center]]</nomobile><mobileonly>[[File:M autocalculate the price.png border| center]]</mobileonly>
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:10. Now you can click on “Save and go purchase package” to issue it to certain customers or simply save everything and allow your clients to buy this package on your booking site. <nomobile>[[File:Saving the package optionsLine create new channel-messaging api.png | center]]</nomobile><mobileonly>[[File:M saving the package options.png border| center]]</mobileonly>
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:If you assign a package from admin side the client 5. An application will not receive any notification.:If the customer buys a package be created, please click on it to get to the booking site he/she will receive the invoice like with the regular bookingchannel credentials.
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:116. Go Switch to Reports//Packages to check packages order history, customer data, as well as the number of remaining items. <span style="background-color:#d4f8e5; padding:5px; border-radius:Use filters for more extensive analysis5px;">SimplyBook. me admin side<nomobile/span>[[Filetab with Line Bot feature settings and copy <span style="background-color:#d4f8e5; padding:5px; border-radius:Package reports.png | center]]5px;">Callback URL</nomobilespan>from there.<mobileonly>[[File:M package reportsLine bot settings view.png | border| center]]</mobileonly>
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  :7. Add this url to the <span style="background-color:#d4f8e5; padding:5px;The use of Packages within the POS feature border-radius:1. Make sure you have enabled POS custom feature.5px;">Webhook URL<nomobile/span>[[Filebox in <span style="background-color:#d4f8e5; padding:5px; border-radius:Pos enabled view.png | center]]5px;">Messaging settings</nomobilespan>section of <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">LINE Developers channel<mobileonly/span>page.[[File:M pos enabled viewLine Add calback url.png | border| center]]</mobileonly>
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:28. Go to POS interface, click on “New sale” button. Enable <nomobilespan style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[[File:Pos new sale.png | center]]Use webhooks</nomobilespan>.<mobileonly>[[File:M pos new saleLine enable webhooks.png |border| center]]</mobileonly>
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:39. Select the client on the right side of the page Issue <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Channel access token (long-lived)</span> and insert it to make the <span style="Packagebackground-color:#d4f8e5; padding:5px; border-radius:5px;" button active>Simplybook. me feature settings<nomobile/span>[[Fileto <span style="background-color:#d4f8e5; padding:5px; border-radius:Sell package step1.png | center]]5px;">Access token</nomobilespan>box.<mobileonly>[[File:M sell package step1Line issue access token.png |border| center]]</mobileonly>
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:410. Pick the item Proceed to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Using LINE@ features</span> section and define the start date. End date will be automatically set based on the package duration after you save the selection.disable <nomobilespan style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[[File:Sell package step2.png| center]]auto-replies</nomobilespan>according to the following example.<mobileonly>[[File:M sell package step2Line disable automessages.png |border| center]]</mobileonly>
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[[File:'''Please note''', if the package is hidden from the booking page it will be still available within POS interface as it is part of admin side visible to POS userLine autoresponse settings. png | border| center]]
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:511. Proceed to checkout after you have added all the necessary servicesCopy <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Channel ID</products/addspan> and <span style="background-color:#d4f8e5; padding:5px; border-onsradius:5px;">Channel secret</memberships/gift cards span> and insert them to the cart.<nomobilespan style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[[File:Sell_package_step3corresponding settings boxes on SimplyBook.me side.png | center]]</nomobilespan>Save settings.<mobileonly>[[File:M sell package step3Line-channel id and secret.png |border | center]]</mobileonly>
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:6. You may have a client who has already purchased a package before and wants to use it. :Then you will be able to click on “Use packages” button so that the items selected will be fully or partially paid with this set during the checkout. <nomobile>[[File:Use package during checkout.png | center]]</nomobile><mobileonly>[[File:M use package during checkoutLine bot settings insert.png | center]]</mobileonly><br><br><br>  ;Booking site operation:1. The clients will be able to navigate to the “Packages” tab on your booking site. :'''Please note''', the client must be logged in to see his/her purchases.<nomobile>[[File:Client side packages available.png | center]]</nomobile><mobileonly>[[File:M client side packages available.pngborder| center]]</mobileonly>
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:212. They will find a suitable set, choose a start date and buy After bot is approved from the package. <nomobile>[[File:Client LINE side packages - buyyour clients will be able to book using it.png | center]]</nomobile><mobileonly>[[File:M client side packages - buyIn the meanwhile you can add testers or try your bot using LINE mobile app.png | center]]</mobileonly>
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:(if they select “pay later” option during checkout you will need to approve their purchase from admin side first. Then they will be able to book/buy the items included)
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:3. When the client has already the purchased package and books the separate services/products/add-ons, he/she will be able to cover those items with his packages’ credits (if included in packages) or pay for them in a regular way.
<nomobile>[[File:Client side packages - payment step.png| center]]</nomobile>
<mobileonly>[[File:M client side packages - payment step.png | center]]</mobileonly>
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<nomobile>[[File:Client side packages - confirmation-invoice.png | center]]</nomobile>
<mobileonly>[[File:M client side packages - confirmation-invoice.png | center]]</mobileonly>
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-------=Password Security SettingsMembership=
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[[File:Strict password 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.
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[https://www.youtube.com/watch?v=sZXgGX7xoC0&feature=youtu.be Here] you can see video tutorial how to set it up.<br><br>
Demo page with Membership-related classes is available [https://classesandmembershipsdemo.simplybook.it/v2/# here].
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>;How to use:1. Enable Password Security Settings option on yur Custom Features page.'''Please note!''' This feature is not compatible with [[File:Strict password enable path.png Custom_Features#Clean_History | centerClean History]]and does not work with mobile apps.
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:2. Click '''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 "Settings" button that will appear enable near it.<br>[[File:Strict password settings Membership enable path.png | center]]
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'''Please note!''' [[Custom_Features#Client_Login | Client login]] and [[Custom_Features#Accept_Payments | Accept payments]] custom features will be automatically enabled as well. <br>:3'''How to create Membership'''After you have enabled this Custom Feature you can go to Manage//Memberships and click on “+” icon to create new membership. Now In “Membership details” tab you can will be able to set requirements for password for your system users in the left-side blockmembership title, image, its duration, number of sessions included and price.<br>[[File:User password settings blockCreate new membership v3.png | center]]
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:4. (It is skipped possible to set different First payment and Recurring prices if you are already using [[Custom_Features#Client_Login | Client Login Custom Feature]]) If you wish your clients , for example, to be able suggest lower price to log in securely please enable Client Login option thereregular customers.<br>[[File:Enable client login settingsMembership price1.png | center]]
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:5'''Please note!''' Recurring membership payments can work with Stripe payment processor only(previous integration, but not SCA). Set up password requirements for your clients in the right-side block and save settings.[[File:Client password settings block.png | center]]
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-------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.=Photo Gallery=<br>:'''How to add service to Membership'''In “Services, attached to this membership” tab you will be able to check the boxes with services you wish to be attached to this Membership. It will be possible to book this service only if a client has purchased this Membership.
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[[File:Photo gallery new iconAttach services to membership.png| leftcenter]] <br><br>You have to add at least one service to membership to make it working.
With Photo Gallery <br>:'''Where will be Memberships displayed on the booking page'''After you enable this custom feature you can upload the photos of your services to attract more clients. Simply browse photos and they Membership tab will appear on your the booking page.<br><br><br>;How to use:1. Enable Photo gallery option on your Custom Features page.[[File:Photo gallery enable pathMembership tab.png | center]]
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:2. Click As well if clients click on "Settings" near the service related to membership but have not purchased it yet they will get a pop-up suggesting to purchase it.If they agree they will be redirected to Memberships page.<br>[[File:Photo gallery settings pathMembership confirm.png | center]]
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:3. Upload the images on the page you see, add descriptions if necessary and they will appear in the separate tab on the booking site.[[File:Photo gallery settings.png | center]]<br><br>-------=Point of Sale=[[File:Pos icon.png | left]]'''Where can i check payments my clients made for memberships'''Point of Sale Custom Feature allows system users You will be able to create and track sales of bookings, and to sell memberships, products and gift certificates to existing or new clientssee that information in Reports//Membership payments. You can check <br>If client's history has chosen "Pay Later" option instead of paying online you will be able to approve such membership purchases, approve pending transactions and print invoicesthere. All in the neat mobile friendly interface!<br><br>'''Please note!''' [[Custom_Features#Accept_Payments | Accept Payments Custom Feature]] Only after your approval the client will be enabled as well when you switch PoS feature onable to book the services related to the selected membership.
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Video tutorial available :'''How will be my clients notified about purchase/renewal'''[https:The system will notify the client about recurring payment coming soon and membership period coming to an end to remind. There are notification about successful and unsuccessful recurring payments. <br>You can enable/disable some notifications related to all your memberships in Manage//Memberships//Membership details//Configure membership notifications or in Custom features//Membership//Settings//wwwNotifications.youtube[[File:Membership notification types.com/watch?v=lShnUwzWBR4 herepng | center]]''.
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;How As well you can adjust templates according to your needs there. Please use:1. Enable Point variables listed on the right side of Sale Custom Feature on your Custom Features the page, “Other” section.[[File:Pos enable pathif necessary so that relevant details will be reflected in notifications.png | center]]
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:2. Click '''How to add membership to client from admin side'''If your client has paid you in cash or you just wish to give somebody free membership please go to Manege//Clients page,click on “Go to POS” "Edit" near this feature or in top right corner of your admin interfacenecessary client there.[[File:Pos settings pathAttach membership from admin side v3.png | center]]
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:3. You will see sale start page. (If you need to return here at some point please use “Home” icon Then select "memberships" tab in the top left corner.)pop-up that will appear and click on "Add new"[[File:Pos start pageAttach membership from admin side step2 v3.png | center]]
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:4Choose membership from available and set the start date(end date will be calculated by the system based on the selected membership duration). By default guest client is selected, but you can select a client from already existing ones in Click on "Add" to save your systemsettings.[[File:Pos select clientAttach membership to client2.png | center]]
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:5As a result you will see membership successfully added. Or add new client directly from POS interface<br>You will also see active clients' memberships with number of sessions left.<br>[[File:Add new client from posMembership status admin side2.png | center]]
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------- =Multiple Bookings=<br>[[File:6Multiple booking new icon. Select “New Sale” option png ‎|left]] Allows clients to sell book more than one service/membership/product/before they check-out and pay for all booking with one payment. This Custom Feature adds "Book and add more" button to the "Details" step on the booking page. This Custom Feature allows clients to book several services on different time or day of the week.<br><br><br>:'''Please note!''' "Book and add-more" button will not be shown if you are using classes timeline on the booking site, if several participants are selected with [[Custom_Features#Group_Bookings | group booking]] or if the service is recurring.<br>;How to use:1. Enable Multiple bookings custom feature onyour custom features page.[[File:New saleMultiple bookings enable path.png | center]]
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:2. You can edit notification templates related in the Settings("Notifications" button) section.[[File:Multiple bookings settings path.png | center]][[File:Select sale optionMultiple bookings notifications.png | center]]
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:73. If you have selected service option new booking Here is how it will be created. Please choose which service/class, provider, date and time do you wish to book. Add product(s), add-on(s) if necessary and click look like on “Save”the client side in one of the themes.[[File:Pos new bookingBook and add more v3.png | center]]
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:8. On the next step you can add more options to the cart(left side of the page) or confirm all the selections by clicking on the “Checkout button”(right side of the page).-------[[File:Pos checkout.png | center]]<br><br>=Multiple Locations=:9. Select payment method to confirm the order.[[File:Choose payment methodUnit location new icon.png | centerleft]]<br>:10Allows creating multiple service locations and relating them with different service providers (staff members). If you have chosen “Credit card/Wire transfer/Cash” the order Locations will be automatically confirmed meaning that you have received shown as the money using first step on the options mentionedbooking site.<br><br><br>:If Here you have selected “Pay later” can see the order will be displayed as “pending”. You will be able to click on “Checkout” once more and select another payment method to confirm such order.example of client view:[[File:Pos received paymentLocations booking page view.png | center]]
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;How to use1. Enable Multiple Locations custom feature in Custom Feature section//Adding more to booking website.[[File:Pos pay laterMultiple locations enable path.png | center]]
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:112. You can go to “Home” page and use filters to see todayAdd locations either in the settings of the Custom Feature or in Manage/upcoming/expiredService Providers/non-booking/pendingAdd location. [[File:Create new location item v3.png | center ]]<br/paid, etc. orders>3. It is possible to click Click on the order "Location providers" tab for corresponding location and check necessary boxes to see the detailsconnect service providers with location.<br/print the invoice.>[[File:Pos reportAttach providers to locations v3.png | center]]<br/><br/>-------=Products for Sale=4. (Optional) In Settings // General settings // Email and SMS settings insert the following variables into your email templates:<br/>[[File:ProductAdd location variables to templates.png | leftcenter ]]<br/><br/>When your clients are booking :'''[location]''' - value of field "Location name":'''[location_address]''' - value of field "Location address":'''[location_phone]''' - value of field "Location phone"  ;How to set schedule for location?You can set individual schedule for the provider and then relate provider to the location. Thus working hours of the services they provider related to location will be offered automatically apply to add relevant products location. :1. To set individual schedule for provider go to their purchaseSettings//Service providers//Working hours, or to Manage//Service Providers//Service providers schedule and you can set opening hours, break times, and special days for this specific employees. Someone buying a haircut could for example Just take care that opening hours of employees must be offered to buy hair gel at the same timewithin opening hours of company.<br>Use this :2. To relate provider and location go to your advantage Manage//Service Providers//Service provider's locations and check the boxes with location(s) provider should be related to sell more!.
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;How can I relate service to location.Locations can be related only to service providers, thus if you need to relate service to the particular location, you need initially to relate this service to the service provider::'''Please note!''' This custom feature cannot be used without [[Custom_Features#Accept_Payments | Accept Payments]] custom feature1. In Manage//Service Providers//Services, that is why attached to this option will service provider check the boxes with services related to this provider.<br>:2. In Manage//Service Providers//Service provider's locations and check the boxes with location(s) provider should be automatically enabled as soon as you switch on "Products for sale"related to.
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'''How to use:'''------- =News=<br>:1. To enable this option please go to your Custom Features page and click on “Enable” near “Products for sale” option.[[File:Products for sale enable pathNews new icon.png | centerleft]]<br><br>:2Give your website a fresh life by managing news on your main page in our booking system. Click You can publish news or blog on “Settings” button that will appear there or select Manage// Products for sale section and you will get your booking website to a page where you will be able keep your customers up to create all necessary productsdate with what’s happening in the business.[[File:Products for sale settings path.png | center]]<br><br>:3. Click on “+” icon to create new product, set its name, image, description if necessary and price.<br>;How to use:'''Please note!''' It is not possible to create free products1. Enable this custom feature on your Custom Features page, each of them needs Adding more to have some price addedthe Booking Website section.[[File:Create new product for saleNews enable path.png | center]]
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:42. To relate the product with particular service(s) please use “Connected services” tab and check the boxes with desired services/classesClick on "Settings" near this option.[[File:Attach product to serviceNews settings path.png | center]]
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:53. You can also make product to be selected by default Create the posts on the booking page and set default amount that will be displayed to clients.<br>:'''Please note!''' The clients will be able to adjust amount to their needs you see by clicking on the booking site or uncheck this product"+" button.[[File:Products for sale default quantityAdd new news item v3 updated.png | center]]
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Here -------=Packages=[[File:Packages icon.png | left]]With the Packages custom feature you can see how the create a package of multiple services, or, if you also sell additional items, combine services with products , add-ons, and [[Custom_Features#Classes |classes]]. Clients can look like buy packages on the your booking pageor with Simplybook.me’s [[Custom_Features#Point_of_Sale | POS feature]]. Each package can be defined with any number of services and products, and you can set the validity to any period available. Once clients have purchased a package, they can book a service at any time paying with their package credits. They can always check how many occurrences are left within each package.   :'''Please note''', as soon as you turn this custom feature on, [[Custom_Features#Client_Login | Client login]] and [[File:Products booking page view.png Custom_Features#Accept_Payments | centerAccept Payments]]features will be enabled as well. 
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Video tutorial available '''Correlation with other custom features:'''<br>1- [[Custom_Features#Rewards_and_Referrals| Rewards and Referrals]]https://www. Rewards and Referrals discounts are working for services prices only and not applied to products pricesyoutube. If you'd like to set up discounts for products, please use Coupons and Gift Cards Custom Feature insteadcom/watch?v=aVVJ3f6pqek&feature=youtu.<br>2- [[Custom_Features#Group_Bookings | Group Bookings]]. Number of items is multiplied to number of participants selected.<br>3- [[Custom_Features#Multiple_Bookings | Multiple bookingsbe here]]. Products are selected separately for each booking.<br><br>'''Can I add the items that clients has selected to notification templates?'''<br>Sure, just add [products] variable to all necessary templates in Settings//Email and SMS settings and the list of products will be included to corresponding notifications[[File:Add products to notification emails.png | center]]
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=Provider's Color Coding=
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[[File:Provider color new icon.png ‎|left]]
 
Some users like to simplify the dashboard view by having providers with certain colors. With this Custom Feature, you can give each of your providers their own color so when you quickly glance over the dashboard, it can be easily seen what bookings belong to each provider.
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::'''Please note''', if you use Status Custom Feature, it has higher priority than Provider's Color Coding Custom Feature. Therefore, colors of the booking statuses will be displayed.
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;How to use
:1. Enable To switch this option custom feature on , please navigate to your Custom Features page, go to “Other” section and click on “Enable”<nomobile>[[File:Packages enable path.png | center]]</nomobile><mobileonly>[[File:Provider color coding M packages enable path.png | center]]</mobileonly>
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:2. In ManageThen choose “Settings” option. <nomobile>[[File:Packages settings path.png | center]]<//Providers//More options//assign color to each provider to make them easily distinguished in the calendar. nomobile><mobileonly>[[File:Provider color coding-select colorM packages settings path.png | center]]</mobileonly>
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:3. As the result you Just click on “+” button to create a new package. The form will see bookings in corresponding colors appear on your Calendar the right side of the page.<nomobile>[[File:Create new package.png | center]]</nomobile><mobileonly>[[File:Provider color coding-booking viewM create new package.png | center]]</mobileonly>
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--------=Rewards and Referrals=<br>[[File:Refferals-1504.png ‎‎|left]] Send promotions to your clients with Rewards Insert package name, add a description (you can even use HTML formatting for a better look) and Referrals custom feature! Reward your clients for telling others about your company promotionsimage. You At this point you can also set the package price: you can get specify the advantage cost (if you want to make a discount, for example) or skip price box to later keep the total cost of both rewards and discounts. Use this to get more clients all year long and especially during low season as well as promote your business. Customize your promotions with defined dates, messages and codesthe elements included.<br><br><br>:'''Please note,''' that *this feature it is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum);not possible to create a package without setting a price.*this feature is not compatible with <nomobile>[[Custom_Features#Coupons_File:Add new package details.26_Gift_Cards png | Coupons and Gift Cards featurecenter]] yet</nomobile><mobileonly>[[File:M add new package details.png | center]]</mobileonly>
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 ;How to use:5. Define the validity period of the package and set the number of sets available (unlimited by default).<nomobile>[[File:1. Enable Rewards Package duration and Referrals Custom Featurelimit.png | center]]</nomobile><mobileonly>[[File:Rewards_and_referrals_enable_pathM package duration and limit.png | center]]</mobileonly>
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:26. In leftProceed to adding services, products and add-side menu go ons to Manage/the package. You will see three corresponding sections below. <nomobile>[[File:Package items possibilities.png | center]]</Promotions and create new promotionnomobile><mobileonly>[[File:Create new promotion pathM package items possibilities.png | center]]</mobileonly>
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:37. On Please select “Services” section, check the first step indicate:*your discount in %;*is this promotion related to specific service or all services;*who can claim boxes with the deal (all clients or new clients only);*how many times necessary items and set the code can quantity that will be used;available for booking. *how many times each client can use this promotion;*edit texts of your deal if necessary;*proceed <nomobile>[[File:Add items to the next steppackage.png | center]]</nomobile><mobileonly>[[File:Create new promotion - step 1M add items to the package.png | center]]</mobileonly>
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:48. On the second step decide whether If you will offer a reward are using [[Custom_Features#Products_for_Sale |Products for sharing your promotion. This step is very important because it can help you to easily get more clients.*write what reward you offer;*indicate the number of times client should share promotion to receive the reward;*how many times 1 client can claim sale]] and/or [[Custom_Features#Service_Add-ons |Service Add-ons]] features simply select the reward;*insert reward picture;*check "send email" if you want clients to receive an email about being rewarded corresponding tabs and adjust add elements the email text if necessary;same way. *adjust the texts of reward;*proceed <nomobile>[[File:Add items to the next steppackage2.png | center]]</nomobile><mobileonly>[[File:Create new promotion - step 2M add items to the package2.png | center]]</mobileonly>
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:59. On After you have added all the third step enter options and if you have not set a package price yet, get back to the “Details” tab and use “Calculate price” button to make the system automatically sum up all the elements prices for you. <nomobile>[[File:Autocalculate the details of your campaignprice.png | center]]</nomobile>*change <mobileonly>[[File:M autocalculate the promotion code if needed;price.png | center]]</mobileonly>*add campaign image;<br><br>*add dates that :10. Now you can click on “Save and go purchase package” to issue it to certain customers or simply save everything and allow your clients can book using to buy this promotion;package on your booking site. *add period when they can redeem <nomobile>[[File:Saving the code;*set time limitation if needed;*proceed to the next steppackage options.png | center]]</nomobile><mobileonly>[[File:Create new promotion - step 3M saving the package options.png | center]]</mobileonly><br><br>:If you assign a package from admin side the client will not receive any notification.:If the customer buys a package on the booking site he/she will receive the invoice like with the regular booking.
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:611. On the fourth step announce your promotion*get the link of the deal Go to share with your clients;*choose how Reports//Packages to notify your clientscheck packages order history, customer data, by email or sms (please change as well as the text number of email or sms (1 sms 70 symbols in unicode, 140 plain English text without special characters));remaining items. *configure whom you will send the deal, to clients who booked/did not book, use :Use filters by service, provider, dates;for more extensive analysis. *select clients and send the promotion (or save it without sending)<nomobile>[[File:Package reports.png | center]]</nomobile><mobileonly>[[File:Create new promotion - step 4M package reports.png | center]]</mobileonly>
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=Service Add-ons=;The use of Packages within the POS feature :1. Make sure you have enabled POS custom feature.<nomobile>[[File:Paid attributesPos enabled view.png | leftcenter]]<br>You can create add-ons for selected services. These add-ons do not influence service duration, but the service becomes more expensive. An example would be a massage, whereas the client could choose to add the luxury oil that costs more during massage.<br/nomobile>Use this to your advantage to sell more!<brmobileonly><br>:'''Please note!''' This custom feature cannot be used without [[Custom_Features#Accept_Payments File:M pos enabled view.png | Accept Paymentscenter]] custom feature, that is why this option will be automatically enabled as soon as you enable "Service Add-ons".</mobileonly>
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'''How to use:''' :12. To enable this option please go Go to your Custom Features page and POS interface, click on “Enable” near “Service Add-ons” option“New sale” button.<nomobile>[[File:Pos new sale.png | center]]</nomobile><mobileonly>[[File:Service add-ons enable pathM pos new sale.png | center]]</mobileonly>
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:23. Click Select the client on “Settings” button that will appear there or select Manage// Service Add-ons section and you will get to a the right side of the page where you will be able to create all necessary itemsmake the "Package" button active. <nomobile>[[File:Sell package step1.png | center]]</nomobile><mobileonly>[[File:Service add-ons settings pathM sell package step1.png | center]]</mobileonly>
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:34. Click on “+” icon to create new add-Pick the item and define the start date. End date will be automatically set based on, set its name and pricethe package duration after you save the selection.<brnomobile>[[File:'''Please note!''' It is not possible to create free add-ons, each of them needs to have price addedSell package step2.png| center]]</nomobile><mobileonly>[[File:Create new service add-on v3M sell package step2.png | center]]</mobileonly>
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:4. To relate '''Please note''', if the add-on with particular service(s) please use “Connected services” tab and check package is hidden from the boxes with desired services/classes.[[File:Connect service add-on booking page it will be still available within POS interface as it is part of admin side visible to servicesPOS user.png | center]]
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:5. You can also make Proceed to checkout after you have added all the necessary services/products/add-on ons/memberships/gift cards to be selected by default on the booking pagecart.<brnomobile>[[File:'''Please note!''' The clients will be able to to uncheck this item if they wish to on the booking pageSell_package_step3.png | center]]</nomobile><mobileonly>[[File: Selected add-onM sell package step3.png | center]]</mobileonly>
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Here :6. You may have a client who has already purchased a package before and wants to use it. :Then you can see how will be able to click on “Use packages” button so that the add-ons can look like on items selected will be fully or partially paid with this set during the booking pagecheckout. <nomobile>[[File:Use package during checkout.png | center]]</nomobile><mobileonly>[[File:Add-ons booking page viewM use package during checkout.png | center]]</mobileonly><br><br><br> 
;Booking site operation
:1. The clients will be able to navigate to the “Packages” tab on your booking site.
:'''Please note''', the client must be logged in to see his/her purchases.
<nomobile>[[File:Client side packages available.png | center]]</nomobile>
<mobileonly>[[File:M client side packages available.png| center]]</mobileonly>
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'''Correlation with other custom features:'''<br>1- [[Custom_Features#Rewards_and_Referrals| Rewards and Referrals]]. Discounts are not applied to add-ons prices2. Please use Coupons They will find a suitable set, choose a start date and Gift Cards feature insteadbuy the package.<brnomobile>2- [[Custom_Features#Group_Bookings File:Client side packages - buy.png | Group Bookingscenter]]. Number of items is multiplied to number of participants selected.<br/nomobile>3- <mobileonly>[[Custom_Features#Multiple_Bookings File:M client side packages - buy.png | Multiple bookingscenter]]. Add-ons are selected separately for each booking.</mobileonly>
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'''Can I add the items that clients has selected :(if they select “pay later” option during checkout you will need to notification templates?'''<br>Sure, just add [attributes] variable approve their purchase from admin side first. Then they will be able to all necessary templates in Settingsbook//Email and SMS settings and buy the list of products will be items included to corresponding notifications[[File:Add add-ons list to emails.png | center]])
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:3. When the client has already the purchased package and books the separate services/products/add-ons, he/she will be able to cover those items with his packages’ credits (if included in packages) or pay for them in a regular way.<nomobile>[[File:Client side packages -payment step.png| center]]</nomobile><mobileonly>[[File:M client side packages -payment step.png | center]]</mobileonly><br><br><nomobile>[[File:Client side packages -confirmation-invoice.png | center]]</nomobile><mobileonly>[[File:M client side packages -confirmation--invoice.png | center]]</mobileonly><br><br> 
-------=Service CategoriesPassword Security Settings=
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[[File:Service category new Strict password icon.png‎ ‎png | left]]<br>With the help of this Custom Feature you can create categories and group your services to make it easier and faster for your clients to find the necessary service.<br><br>
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!
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<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
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;How to use
 :1. Enable Service Categories custom feature in the Password Security Settings option on yur Custom Feature section//Adding more to booking Features page. [[File:Service categories Password security settings enable pathfree.png | center]]
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:2. In Manage//Services click Click on "+Settings" and choose "Add category" to create all necessary categories. Insert title, picture, description and assign services to categorybutton that will appear near it.[[File: Create new category v3Password security settings settings path free.png | center ]]
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:3. Click on "Category details" tab of Now you can set requirements for password for your system users in the category left-side block.[[File:User password settings block.png | center]]<br><br>:4. (is skipped if you are already using [[Custom_Features#Client_Login | Client Login Custom Feature]]) If you wish your clients to be able to edit any information. To connect services log in securely please choose "Category services" tab and check corresponding boxesenable Client Login option there. [[File: Attach service to categoryEnable client login settings.png | center]]
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:45. Here you can see how categories can look like on Set up password requirements for your clients in the booking page using one of the themes avilableright-side block and save settings.[[File:Categories booking page viewClient password settings block.png| center]]
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 =SMS GatewayPhoto Gallery=
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[[File:SmsPhoto gallery new icon.png|left]]
Use the SMS Gateway With Photo Gallery custom feature you can upload the photos of your services to use your own SMS gateway (Twilio, Nexmo or BulkSMS available only) attract more clients. Simply browse photos and use they will appear on your own phone number as sender numberbooking page. If you <br><br><br>;How to use this feature, you pay the gateway directly saving around 20% to 30% compared to when you buy SimplyBook:1. Enable Photo gallery option on your Custom Features page.me credits[[File:Photo gallery enable path. png | center]]
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'''IMPORTANT!''' Setting this up requires some technical knowledge and the SimplyBook:2.me team can not help with account creation at the SMS gateway providersClick on "Settings" near it.[[File:Photo gallery settings path.png | center]]
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'''How to use''':13. Enable Sms Gateway Custom feature Upload the images on the page you see, add descriptions if necessary and they will appear in Custom features//Other section at one-time activation feethe separate tab on the booking site.[[File:Sms gateway enable pathPhoto gallery settings.png | center]]
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:2. Create an account with one of available sms gateways: [https://dashboard.nexmo.com/sign-up Nexmo], [https://www.twilio.com/try-twilio Twilio] or [https://www2.bulksms.com/register/ BulkSMS] if you do not have one yet.-----:3. Click on “Settings” near “SMS Gateway” custom feature.=Point of Sale=[[File:Sms gateway settings pathPos icon.png | centerleft]]Point of Sale Custom Feature allows system users to create and track sales of bookings, and to sell memberships, products and gift certificates to existing or new clients. You can check client's history of purchases, approve pending transactions and print invoices. All in the neat mobile friendly interface!
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4. On the next step please select the sms provider from “SMS Gateway” drop down and add corresponding settings on the right side of the page.'''Please note!''' [[File:Sms gateway options.png Custom_Features#Accept_Payments | centerAccept Payments Custom Feature]]will be enabled as well when you switch PoS feature on.
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5Video tutorial available ''[https://www.youtube.com/watch?v=lShnUwzWBR4 here]''. Save settings and it is all done!
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'''Please note!''' If this custom feature is enabled and set correctly you do not need ;How to purchase sms credits from our sideuse:1. Enable Point of Sale Custom Feature on your Custom Features page, “Other” section. <br>You will be able to see sms being sent from the system in Reports//Sms report with 0 as credits amount in this case[[File:Pos enable path.png | center]]
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:''Troubleshooting:''2. Click on “Go to POS” near this feature or in top right corner of your admin interface.[[File:'''Sms credits are charged from my account:'''- SMS Gateway Custom Feature is not enabled<br>- SMS Gateway processor Pos settings are not addedpath.png | center]]
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:'''Sms are not sent from 3. You will see sale start page. (If you need to return here at some point please use “Home” icon in the system'''- SMS Gateway settings are not added correctlytop left corner.<br>)- There is no sms credits on your balance[[File:Pos start page.png | center]]
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-------=SMTP=<br>[[File:Smtp new icon4.png|left]] It allows By default guest client is selected, but you to use can select a client from already existing ones in your own SMTP server so all emails sent from the SimplyBook.me system on your behalf, come from your own email address.<br><br><br><br>;How to use.:1. You can enable this Custom Feature in your Custom Feature section [[File:Smtp enable pathPos select client.png | center]]
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:25. Go to its settingsOr add new client directly from POS interface.[[File:Smtp settings pathAdd new client from pos.png | center]]
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:36. And set your SMTP server details in Custom Feature settingsSelect “New Sale” option to sell service/membership/product/add-on.<br>[[File:Smtp settings v3New sale.png | center]]
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Remark that if you have a gmail address or g-suite email, you can send up to 1.000 emails per day through that address.<br><br> '''How to store a copy of outgoing emails in your Gmail''': <br><br>:1. You need to log into your Gmail or Google Apps email Settings and Click on the Forwarding/IMAP tab and scroll down to the IMAP Access section.<br><br>:2. Please set the IMAP as enabled in order for emails to be properly copied to your sent folder.<br><br>:''For added security, you can setup double authentication for the email that you plan to use.<br>'':''[https[File://supportSelect sale option.google.com/accounts/answer/185833 Herepng | center]] you can check instructions how to use application password for double-step authentication.''
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:7. If you send more than 1have selected service option new booking will be created.000 notificationsPlease choose which service/promotions per dayclass, provider, date and time do you can look at other smtp services like sendinbluewish to book.comAdd product(s), sendgridadd-on(s) if necessary and click on “Save”.com, mailjet.com, or authsmtp.com[[File:Pos new booking.png | center]]<br><br>Please check video tutorial :8. On the next step you can add more options to the cart(left side of the page) or confirm all the selections by clicking on the “Checkout button”(right side of the page).[[httpsFile://vimeoPos checkout.com/195300585 herepng | center]].
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------:9. Select payment method to confirm the order.=SOAP=[[File:Choose payment method.png | center]]
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[[File:Soap10.png | left]]This feature allows If you to insert time stamped record with 4 text fields have chosen “Credit card/Wire transfer/Cash” the order will be automatically confirmed meaning that stays with client data in patient formatyou have received the money using the options mentioned. SOAP notes are a style of documentation that medical professionals, such <br>:If you have selected “Pay later” the order will be displayed as nurses, therapists, athletic trainers, counsellors, “pending”. You will be able to click on “Checkout” once more and doctors, use select another payment method to record information about patientsconfirm such order. The acronym stands for subjective, objective, assessment and plan[[File:Pos received payment.png | center]]
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'''How to use''':1. Enable in Custom features//Business enhancements.[[File:Soap enable path v3Pos pay later.png | center]]
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:211. Now you You can go to Manage“Home” page and use filters to see today/upcoming/expired/Clientsnon-booking/pending/paid, etc. orders. It is possible to click on Edit button, choose SOAP info tab and add necessary information therethe order to see the details/print the invoice. [[File:Add soap info to clientPos report.png | center]]
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Or you can add SOAP information from the booking directly by selecting “Client” tab and clicking on “Add SOAP info” button.<br>-------As well this option allows you to add some medical history in separate tab if necessary.=Products for Sale=[[File:Add soap info to client from bookingProduct.png | centerleft]]<br>When your clients are booking the services they will be offered to add relevant products to their purchase. Someone buying a haircut could for example be offered to buy hair gel at the same time.<br>Use this to your advantage to sell more!
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:3. And now you can check and/or update comments related to particular client in Manage//Clients//Edit//SOAP info history. '''Please note!''' This custom feature cannot be used without [[File:Check soap info history v3.png Custom_Features#Accept_Payments | centerAccept Payments]]custom feature, that is why this option will be automatically enabled as soon as you switch on "Products for sale".
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Or in booking related '''How to this client in “Client” tab.use:'''<br>This feature also allows you :1. To enable this option please go to check the records added previously either in booking in Calendar or in client record in Manage//Clients//Edityour Custom Features page and click on “Enable” near “Products for sale” option.[[File:Products for sale enable path.png | center]]
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'''Please note''', the information you add :2. Click on “Settings” button that will appear there is not seen from client side or select Manage// Products for sale section and is for internal useyou will get to a page where you will be able to create all necessary products.As well this information is not exported from the system in Reports[[File:Products for sale settings path.png | center]]
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-------:3. Click on “+” icon to create new product, set its name, image, description if necessary and price.<br>=SOAP with Encryption=:'''Please note!''' It is not possible to create free products, each of them needs to have some price added.[[File:Client soap cryptCreate new product for sale.png |leftcenter]] <br>Need patient information to be more securely stored? SOAP (subjective, objective, assessment and plan) with data encryption feature allows to insert time-stamped record with 4 encrypted text fields that stay with client data. Sensitive medical data of your clients will be secured with RSA 4096. 
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'''How to use'''<br>:14. Make sure that you have simple [[Custom_Features#SOAP | SOAP custom feature]] disabledTo relate the product with particular service(as they are not compatibles)<br>:2. Then please go to Custom features page using the left-side menu of your admin interface, use searchbox at “Connected services” tab and check the top or choose “Other” category.<br>:And click on “Enable” near “SOAP boxes with data encryption” optiondesired services/classes.<br>[[File:Soap enable pathAttach product to service.png | center]]
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:35. Please choose “Settings” near it You can also make product to generate the keys and setup encryption following the instructions be selected by default on the right side of the booking pageand set default amount that will be displayed to clients.<br>[[File:Soap settings path'''Please note!''' The clients will be able to adjust amount to their needs on the booking site or uncheck this product.png | center]][[File:Soap settings pageProducts for sale default quantity.png | center]]
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Here you can see how the products can look like on the booking page:Please check more detailed tutorial and usage cases [[SOAP_with_encryption File:Products booking page view.png | herecenter]]
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-------
=SSL=
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[[File:Ssl new icon.png ‎ ‎|left]]
Make all client's connections ''Correlation with the server through a secure layerother custom features:'''<br>1- [[Custom_Features#Rewards_and_Referrals| Rewards and Referrals]]. Rewards and Referrals discounts are working for services prices only and not applied to products prices. If you'd like to set up discounts for products, please use Coupons and Gift Cards Custom Feature instead. <br>It 2- [[Custom_Features#Group_Bookings | Group Bookings]]. Number of items is important multiplied to have it enabled number of participants selected.<br>3- [[Custom_Features#Multiple_Bookings | Multiple bookings]]. Products are selected separately for some payment processors and widgetseach booking.
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;How '''Can I add the items that clients has selected to usenotification templates?'''<br>: Just enable it on your Custom features page Sure, just add [products] variable to all necessary templates in Settings//Email and SMS settings and you are done!the list of products will be included to corresponding notifications[[File:Ssl enable pathAdd products to notification emails.png | center]]
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------- =StatusProvider's Color Coding=
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[[File:Status Provider color new icon.png‎ png ‎|left]]
If you have a company Some users like to simplify the dashboard view by having providers with many providerscertain colors. With this Custom Feature, and a service desk accepting clients you can add status possibility to events to see give each of your providers their own color so when you quickly glance over the status. This is for example used dashboard, it can be easily seen what bookings belong to mark appointment with one status as "client has arrived", and then another as "Client has left and paid" whatever suits your needseach provider.<br><br><br>::'''Please note''', if you use [[Custom_Features#Provider.27s_Color_Coding | Provider's Color Coding custom feature]]Status Custom Feature, Status custom feature it has higher priority than Provider's Color CodingCustom Feature. Therefore, colors of the booking statuses will be displayed.
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;How to use
:1. Enable this option on your Custom Features page.[[File:Provider color coding enable path.png | center]]<br><br>:2. In Manage//Providers//More options//assign color to each provider to make them easily distinguished in the calendar. [[File:Provider color coding-select color.png | center]]<br><br>:3. As the result you will see bookings in corresponding colors on your Calendar page.[[File:Provider color coding-booking view.png | center]]<br><br>--------=Rewards and Referrals=<br>[[File:Refferals-150.png ‎‎|left]] Send promotions to your clients with Rewards and Referrals custom feature! Reward your clients for telling others about your company promotions. You can get the advantage of both rewards and discounts. Use this to get more clients all year long and especially during low season as well as promote your business. Customize your promotions with defined dates, messages and codes.<br><br><br>:'''Please note''' that *this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum);*Rewards functionality temporarily does not work;*this feature is not compatible with [[Custom_Features#Coupons_.26_Gift_Cards | Coupons and Gift Cards feature]] yet.<br><br> ;How to use.:1. Enable Rewards and Referrals Custom Feature.[[File:Rewards_and_referrals_enable_path.png | center]]<br><br>:2. In left-side menu go to Manage//Promotions and create new promotion[[File:Create new promotion path.png | center]]<br><br>:3. On the first step indicate:*your discount in %;*is this promotion related to specific service or all services;*who can claim the deal (all clients or new clients only);*how many times the code can be used;*how many times each client can use this promotion;*edit texts of your deal if necessary;*proceed to the next step.[[File:Create new promotion - step 1.png | center]]<br><br>:4. On the second step decide whether you will offer a reward for sharing your promotion. This step is very important because it can help you to easily get more clients.*write what reward you offer;*indicate the number of times client should share promotion to receive the reward;*how many times 1 client can claim the reward;*insert reward picture;*check "send email" if you want clients to receive an email about being rewarded and adjust the email text if necessary;*adjust the texts of reward;*proceed to the next step.[[File:Create new promotion - step 2.png | center]]<br><br>:5. On the third step enter the details of your campaign*change the promotion code if needed;*add campaign image;*add dates that clients can book using this promotion;*add period when they can redeem the code;*set time limitation if needed;*proceed to the next step.[[File:Create new promotion - step 3.png | center]]<br><br>:6. On the fourth step announce your promotion*get the link of the deal to share with your clients;*choose how to notify your clients, by email or sms (please change the text of email or sms (1 sms 70 symbols in unicode, 140 plain English text without special characters));*configure whom you will send the deal, to clients who booked/did not book, use filters by service, provider, dates;*select clients and send the promotion (or save it without sending).[[File:Create new promotion - step 4.png | center]]<br><br> --------- =Service Add-ons=[[File:Paid attributes.png | left]]<br>You can create add-ons for selected services. These add-ons do not influence service duration, but the service becomes more expensive. An example would be a massage, whereas the client could choose to add the luxury oil that costs more during massage.<br>Use this to your advantage to sell more!<br><br>:'''Please note!''' This custom feature cannot be used without [[Custom_Features#Accept_Payments | Accept Payments]] custom feature, that is why this option will be automatically enabled as soon as you enable "Service Add-ons".<br><br>'''How to use:''' :1. To enable this option please go to your Custom Features page and click on “Enable” near “Service Add-ons” option.[[File:Service add-ons enable path.png | center]]<br><br>:2. Click on “Settings” button that will appear there or select Manage// Service Add-ons section and you will get to a page where you will be able to create all necessary items.[[File:Service add-ons settings path.png | center]]<br><br>:3. Click on “+” icon to create new add-on, set its name and price.<br>:'''Please note!''' It is not possible to create free add-ons, each of them needs to have price added.[[File:Create new service add-on v3.png | center]]<br><br>:4. To relate the add-on with particular service(s) please use “Connected services” tab and check the boxes with desired services/classes.[[File:Connect service add-on to services.png | center]]<br><br>:5. You can also make add-on to be selected by default on the booking page<br>:'''Please note!''' The clients will be able to to uncheck this item if they wish to on the booking page.[[File: Selected add-on.png | center]]<br><br>Here you can see how the add-ons can look like on the booking page:[[File:Add-ons booking page view.png | center]] <br><br>'''Correlation with other custom features:'''<br>1- [[Custom_Features#Rewards_and_Referrals| Rewards and Referrals]]. Discounts are not applied to add-ons prices. Please use Coupons and Gift Cards feature instead.<br>2- [[Custom_Features#Group_Bookings | Group Bookings]]. Number of items is multiplied to number of participants selected.<br>3- [[Custom_Features#Multiple_Bookings | Multiple bookings]]. Add-ons are selected separately for each booking.<br><br>'''Can I add the items that clients has selected to notification templates?'''<br>Sure, just add [attributes] variable to all necessary templates in Settings//Email and SMS settings and the list of products will be included to corresponding notifications[[File:Add add-ons list to emails.png | center]]<br><br>-------- =Service Categories=<br>[[File:Service category new icon.png‎ ‎| left]]<br>With the help of this Custom Feature you can create categories and group your services to make it easier and faster for your clients to find the necessary service.<br><br>  ;How to use :1. Enable Service Categories custom feature in the Custom Feature section//Adding more to booking page. [[File:Service categories enable path.png | center]]<br><br>:2. In Manage//Services click on "+" and choose "Add category" to create all necessary categories. Insert title, picture, description and assign services to category.[[File: Create new category v3.png | center ]]<br><br>:3. Click on "Category details" tab of the category to edit any information. To connect services please choose "Category services" tab and check corresponding boxes. [[File: Attach service to category.png | center]]<br><br>:4. Here you can see how categories can look like on the booking page using one of the themes avilable.[[File:Categories booking page view.png| center]]<br><br>------- =SMS Gateway=<br>[[File:Sms.png|left]]  Use the SMS Gateway custom feature to use your own SMS gateway (Twilio, Nexmo or BulkSMS available only) and use your own phone number as sender number. If you use this feature, you pay the gateway directly saving around 20% to 30% compared to when you buy SimplyBook.me credits. <br><br>'''IMPORTANT!''' Setting this up requires some technical knowledge and the SimplyBook.me team can not help with account creation at the SMS gateway providers.<br><br>'''How to use''':1. Enable Sms Gateway Custom feature in Custom features//Other section at one-time activation fee.[[File:Sms gateway enable path.png | center]]<br><br>:2. Create an account with one of available sms gateways: [https://dashboard.nexmo.com/sign-up Nexmo], [https://www.twilio.com/try-twilio Twilio] or [https://www2.bulksms.com/register/ BulkSMS] if you do not have one yet.:3. Click on “Settings” near “SMS Gateway” custom feature.[[File:Sms gateway settings path.png | center]]<br><br>4. On the next step please select the sms provider from “SMS Gateway” drop down and add corresponding settings on the right side of the page.[[File:Sms gateway options.png | center]]<br><br>5. Save settings and it is all done!<br><br>'''Please note!''' If this custom feature is enabled and set correctly you do not need to purchase sms credits from our side. <br>You will be able to see sms being sent from the system in Reports//Sms report with 0 as credits amount in this case.<br><br>:''Troubleshooting:'' :'''Sms credits are charged from my account:'''- SMS Gateway Custom Feature is not enabled<br>- SMS Gateway processor settings are not added.<br><br>:'''Sms are not sent from the system'''- SMS Gateway settings are not added correctly.<br>- There is no sms credits on your balance.<br><br>-------=SMTP=<br>[[File:Smtp new icon.png|left]] It allows you to use your own SMTP server so all emails sent from the SimplyBook.me system on your behalf, come from your own email address.<br><br><br><br>;How to use.:1. You can enable this Custom Feature in your Custom Feature section [[File:Smtp enable path.png | center]]<br><br>:2. Go to its settings.[[File:Smtp settings path.png | center]]<br><br>:3. And set your SMTP server details in Custom Feature settings.<br>[[File:Smtp settings v3.png | center]]<br><br>Remark that if you have a gmail address or g-suite email, you can send up to 1.000 emails per day through that address.<br><br> '''How to store a copy of outgoing emails in your Gmail''': <br><br>:1. You need to log into your Gmail or Google Apps email Settings and Click on the Forwarding/IMAP tab and scroll down to the IMAP Access section.<br><br>:2. Please set the IMAP as enabled in order for emails to be properly copied to your sent folder.<br><br>:''For added security, you can setup double authentication for the email that you plan to use.<br>'':''[https://support.google.com/accounts/answer/185833 Here] you can check instructions how to use application password for double-step authentication.''<br><br>:If you send more than 1.000 notifications/promotions per day, you can look at other smtp services like sendinblue.com, sendgrid.com, mailjet.com, or authsmtp.com.<br><br>Please check video tutorial [https://vimeo.com/195300585 here].<br><br>------=SOAP=<br>[[File:Soap.png | left]]This feature allows you to insert time stamped record with 4 text fields that stays with client data in patient format. SOAP notes are a style of documentation that medical professionals, such as nurses, therapists, athletic trainers, counsellors, and doctors, use to record information about patients. The acronym stands for subjective, objective, assessment and plan.<br><br>'''How to use''':1. Enable in Custom features//Business enhancements.[[File:Soap enable path v3.png | center]]<br><br>:2. Now you can go to Manage//Clients, click on Edit button, choose SOAP info tab and add necessary information there. [[File:Add soap info to client.png | center]]<br><br>Or you can add SOAP information from the booking directly by selecting “Client” tab and clicking on “Add SOAP info” button.<br>As well this option allows you to add some medical history in separate tab if necessary.[[File:Add soap info to client from booking.png | center]]<br><br>:3. And now you can check and/or update comments related to particular client in Manage//Clients//Edit//SOAP info history. [[File:Check soap info history v3.png | center]]<br><br>Or in booking related to this client in “Client” tab.<br>This feature also allows you to check the records added previously either in booking in Calendar or in client record in Manage//Clients//Edit.<br><br>'''Please note''', the information you add there is not seen from client side and is for internal use.As well this information is not exported from the system in Reports.<br><br>-------=SOAP with Encryption=[[File:Client soap crypt.png |left]] <br>Need patient information to be more securely stored? SOAP (subjective, objective, assessment and plan) with data encryption feature allows to insert time-stamped record with 4 encrypted text fields that stay with client data. Sensitive medical data of your clients will be secured with RSA 4096. <br><br>'''How to use'''<br>:1. Make sure that you have simple [[Custom_Features#SOAP | SOAP custom feature]] disabled(as they are not compatible)<br>:2. Then please go to Custom features page using the left-side menu of your admin interface, use searchbox at the top or choose “Other” category.<br>:And click on “Enable” near “SOAP with data encryption” option.<br>[[File:Soap enable path.png | center]]<br><br>:3. Please choose “Settings” near it to generate the keys and setup encryption following the instructions on the right side of the page.[[File:Soap settings path.png | center]][[File:Soap settings page.png | center]]<br><br>:Please check more detailed tutorial and usage cases [[SOAP_with_Encryption_custom_feature | here]]<br><br>-------=SSL=<br>[[File:Ssl new icon.png ‎ ‎|left]] Make all client's connections with the server through a secure layer. <br>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>;How to use: Just enable it on your Custom features page and you are done![[File:Ssl enable path free.png | center]]<br><br>------ =Status=<br>[[File:Status new icon.png‎ ‎|left]] If you have a company with many providers, and a service desk accepting clients you can add status possibility to events to see the status. This is for example used to mark appointment with one status as "client has arrived", and then another as "Client has left and paid" whatever suits your needs.<br><br>::'''Please note''', if you use [[Custom_Features#Provider.27s_Color_Coding | Provider's Color Coding custom feature]], Status custom feature has higher priority than Provider's Color Coding. Therefore, colors of the booking statuses will be displayed.<br> ;How to use:1. Activate this custom feature in the Custom Features section//Booking related.[[File:Status enable path.png | center]]
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:2. Go to the settings of this custom feature
[[File:Status settings path.png | center]]<br><br>:3. Press "+" to add new status.<br> :Insert "Name", "Description" and assign the color to this status. If you leave the switcher "Status by default" on, status will automatically apply to all new bookings.[[File:Create statuses v3.png| center]]<br><br>------- =Take Me Back Home=<br>[[File:Take me back home new icon.png ‎|left]] The Take Me Back Home Custom Feature, allows you to bring clients back to your home page or selected URL after a booking has been performed on the booking page. Clients can press a link or they will be brought back to your homepage after 10 seconds by a redirect script.<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]]<br><br>;How to use:1. Enable Take Me Back Home in the Custom Features section//Look and Feel.[[File:Take me back home enable path.png | center]]<br><br>:2. Go to its settings.[[File:Take me back home settings path.png | center]]<br><br>:3. Insert the link where you want your clients to be redirected, write a text for this link.<br>:Also insert the link where you want your clients to be redirected for mobile version and add text for this link.:4. Enable or leave disabled "Enable auto redirect to your site". If enabled, it will redirect your clients automatically to the page you indicated in the "link to your website" filed in 10 seconds. :5. Write auto redirect text that will be displayed in case the option "Enable auto redirect to your site" is enabled('''please note!''' do not change "%s" part for correct timer work).[[File:Take me back home settings v3.png|center]]<br><br>-------- =Terms and Conditions= <br>[[File:Terms and conditions new icon.png ‎|left]] If you want your business to be bulletproof then this Custom Feature is a MUST. Use it to create and manage terms & conditions for your company towards your clients. The text inserted in the Custom Feature will be displayed on the "Details" page above the "Book Now" button or on sign up step if you are using [[Custom_Features#Client_Login | Client login feature]] as a checkbox with text "''I agree with -your company name- Terms & Conditions''" and the clients will need to agree to it to be able to book your services<br><br><span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span><br><br>;How to use:1. Enable this feature on your Custom Features page.[[File:Terms and conditions enable path free.png| center]]<br><br>:2. Go to its settings to add your Terms and Conditions.[[File:Terms and conditions settings path free.png| center]]<br><br>:3. Add your text. You can use HTML formatting there to adjust the look.[[File:Terms and conditions settings v3 new.png | center]]<br><br> -------  =Visitor Counter=<br>[[File:Visitor counter new icon.png ‎|left]] Use Visitor Counter Custom Feature to get up-to-date information about visits to your booking website or to the page with your booking widget. This Custom Feature will help you to evaluate the visits and bookings and can help you to decide if you should do promotions to get more visitors and potential clients. You will see all this information in the main Dashboard of the [https://simplybook.me SImplyBook.me] system.<br><br>;How to use:1. Enable this option on your custom Features page.[[File: Visitor counter enable path.png | center]]<br><br>:2. Check the chart on Dashboard page for updates.[[File:Visitor counter chart v3.png | center]]<br><br>-------------  =Voice Bookings=<br>[[File:Voice booking.png | left]] iBOB is an intelligent Booking Oriented Bot that answers your phone, accepts bookings from your clients 24/7 and redirects calls to you if clients asks for it, or if iBOB has problems understanding your client. You need iBOB credits to use iBOB as your personal assistant. iBOB is very fair, and does not charge much for his services. His services cost from only $2/month for a local phone number and 0,12 cents per incoming call minute.<br><br><br>'''Please note!''' Not all the countries have available phone numbers. Please contact support to check before voice credits purchase.<br><br>:'''How to use''' :1. Enable “iBOB - Your intelligent voice assistant” custom feature on your Custom features page.[[File:Ibob enable path.png | center]]<br><br>:2. Go to Plans&Prices//Additional items to buy voice credits.[[File:Ibob buy voice credits.png | center]]<br><br>:3. Go to Manage//Voice bookings or just click on Settings near this custom feature.[[File:Ibob settings path.png | center]]<br><br>:3. To add new phone number please click on “+” icon, select your country and phone type.[[File: Ibob buy phone number.png | center]]<br><br>:4. Buy phone number from the list you see(there are also the prices per month and per minute). It will be the number for your clients to dial to make bookings.[[File:Ibob buy phone number - step4.png | center]]<br><br>:5. When the number is purchased you can set the voice, choose transcription language, add your greeting message that the clients will hear at the beginning of the call. As well you can add there a number to contact you if necessary.<br>:'''Please note!''' If the bot does not get the information said by client, the client will be redirected to this “Company redirect phone number” if it is added.[[File:Ibob setup number.png | center]]<br><br>:7. All is set. You can give your clients the number set according to the steps above and iBob will help them to book your services.<br><br><br><br>'''Additional option''' – you can set predefined location/category/service/provider per phone number and the clients will book that option exactly.[[File:Ibob predefined options.png | center]]<br><br>'''Statistics'''<br>To check the calls made to your voice bot please use Reports//Voice bookings section.[[File:Ibob reports overview.png | center]]<br><br>=Zapier Connector=[[File:Zapier icon.png | left]]Connect [https://simplybook.me/ SimplyBook.me] with hundreds of other solutions using this feature. It contains a variety of triggers that can be used to send information to other solutions by simply using one of the available zaps or by creating a new zap. Zapier allows to integrate 2 or more web-applications via their APIs through “triggers” and “actions”.[https://simplybook.me/ SimplyBook.me] is available in Zapier as Trigger app, it means only information from [https://simplybook.me/ SimplyBook.me] is sent to Zapier (1-way integration) and via Zapier to any app that has actions.    <div style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''* Available data depends on <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features | custom features]]</span> enabled;* It doesn't work if 2-step authentication is enabled (<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#HIPAA |HIPAA]]</span> or <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Google_Authenticator | Google Authenticator]]</span>);* New client trigger doesn't work with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Import_Clients |Import clients]]</span> feature, but works correctly if 1 client is added manually in admin interface;* Information about <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Membership |membership]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Coupons_.26_Gift_Cards |promotion]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Packages |package]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Products_for_Sale |product]]</span> used is not included as it relates to invoice and not to booking;* Comment change doesn't launch any trigger;* To be able to use Booking change/Booking cancellation triggers in order to change existing records in Action app you need to use Premium Zapier account, as Search step is needed to find the record in action app;* If more items are added to admin interface after ZAP was created, you need to press "Get more samples" button at "Trigger step" -> "Test this step" in Zapier to fetch new available fields and data (zap template should be changed);* Invoice data is not sent;* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#SOAP |SOAP]]</span> data is not sent;* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Tax]]</span> information is not sent, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |service price]]</span> is shown without taxes added;* It doesn't work if both <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> and <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> are enabled, and batch bookings are partially approved.</div> 
<br><br>
'''4 triggers''' are now available with [https://zapier.com/app/login?next=/developer/public-invite/11136/4b23820111ea25dcd5868ab9d1c2a49d/ invitation version]:<br>• ''New booking'' -launches when new booking is created in SimplyBook.me account;<br>• ''Booking change'' -launches when booking is changed (change of date/time/service/provider/status/intake forms answers);<br>• ''Booking cancellation'' -launches upon booking cancellation;<br>• ''New client'' ---launches when new client is added, either upon a new booking, or when admin manually adds client in SimplyBook.me admin interface.
=Take Me Back Home=
<br>
[[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.
<br>
 
[[File:Take me back home new theme.png|center]]
<br><br>
;How to use
:1. Enable Take Me Back Home in the Custom Features section//Look and Feel.
[[File:Take me back home enable path.png | center]]
<br><br>
:2. Go to its settings.
[[File:Take me back home settings path.png | center]]
<br><br>
:3. Insert the link where you want your clients to be redirected, write a text for this link.<br>
:Also insert the link where you want your clients to be redirected for mobile version and add text for this link.
:4. Enable or leave disabled "Enable auto redirect to your site". If enabled, it will redirect your clients automatically to the page you indicated in the "link to your website" filed in 10 seconds.
:5. Write auto redirect text that will be displayed in case the option "Enable auto redirect to your site" is enabled('''please note!''' do not change "%s" part for correct timer work).
[[File:Take me back home settings v3.png|center]]
<br><br>
--------
 
=Terms and Conditions=
<br>
[[File:Terms and conditions new icon.png ‎|left]]
If you want your business to be bulletproof then this Custom Feature is a MUST. Use it to create and manage terms & conditions for your company towards your clients. ;'''Available data:'''The text inserted in the Custom Feature will be displayed on the <span style="Details" page above the "Book Now" button or on sign up step if you are using [[Custom_Featuresbackground-color:#Client_Login | Client login feature]] as a checkbox with text fef3de; padding:5px; border-radius:5px;"''I agree with >For booking-your company name- Terms & Conditions''" and the clients will need to agree to it to be able to book your servicesrelated triggers(New booking, Booking change, Booking cancellation):<br/span><br><span style="background-color: #e1fdfd;How to usepadding:5px; border-radius:5px;">Basic functionality (no custom features enabled)</span>:*Company (login, name, email, phone),*Service (name, description, duration, buffer time),*Provider (name, description, email, phone),:1. Enable this feature on your Custom Features page.*Client information (name, email, phone, address, timezone),[[File:Terms and conditions enable path*Booking code (if booking is confirmed, start/end date/time).png | center]]
<br><br>
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Custom features related data</span>:* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> (service price, currency);* <span style="background-color:#cdeffc; padding:2. Go to its settings to add your Terms and Conditions.5px; border-radius:5px;">[[Custom_Features#Status |Status]]</span> (name, description, color);* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[FileCustom_Features#Approve_Bookings |Approve bookings]]</span> (approval status:Terms and conditions settings path.png approved, canceled);* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Multiple_Locations | centerMultiple Locations]]</span> (location name, location address (with coordinates), location phone, location description);* <brspan style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Categories |Service Categories]]<br/span>(category name, category description);* <span style="background-color:3. #cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Add-ons |Service Add your text. You can use HTML formatting there to adjust the look.-ons]]</span> (add-on name, add-on price);* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[File:Terms and conditions settings v3 new.png Custom_Features#Intake_Forms | centerIntake Forms]]</span> (answers).
<br><br>
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For New client trigger</span>:
* Client ID;
* Client name;
* Client email;
* Client phone;
* Client address;
* If client is blocked to login (if <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Client_Login |Client login]]</span> custom feature is enabled);
* Client registration date.
-------
 
 
=Visitor Counter=
<br>
[[File:Visitor counter new icon.png ‎|left]]
 
Use Visitor Counter Custom Feature to get up-to-date information about visits to your booking website or to the page with your booking widget. This Custom Feature will help you to evaluate the visits and bookings and can help you to decide if you should do promotions to get more visitors and potential clients. You will see all this information in the main Dashboard of the [https://simplybook.me SImplyBook.me] system.
<br><br>
;How to use
:1. Enable this option on your custom Features page.
[[File: Visitor counter enable path.png | center]]
<br><br>
:2. Check the chart on Dashboard page for updates.
[[File:Visitor counter chart v3.png | center]]
<br><br>
;How to use::1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Zapier connector</span> custom feature on your <span style="background-color:#d4f8e5; padding:5px; border----------  =Voice Bookings=radius:5px;">Custom features<br/span>page on SimplyBook.me side.[[File:Voice bookingZapir connector enable path.png | leftcenter]] iBOB is an intelligent Booking Oriented Bot that answers your phone, accepts bookings from your clients 24/7 and redirects calls to you if clients asks for it, or if iBOB has problems understanding your client. You need iBOB credits to use iBOB as your personal assistant. iBOB is very fair, and does not charge much for his services. His services cost from only $2/month for a local phone number and 0,12 cents per incoming call minute.<br><br><br>'''Please note!''' Not all the countries have available phone numbers. Please contact support to check before voice credits purchase.
<br><br>
:'''How to use''' 2. Create new Zap by clicking on <span style="background-color:#d4f8e5; padding:1. Enable “iBOB 5px; border- Your intelligent voice assistant” custom feature on your Custom features pageradius:5px;">Make a Zap</span> button in Zapier interface.[[File:Ibob enable pathMake a zap button.png | center]]
<br><br>
:23. Go to Plans&PricesLook for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step.<//Additional items to buy voice credits.span>[[File:Ibob buy voice creditsZapier select trigger app.png | center]]
<br><br>
:34. Go to Manage//Voice bookings or just click on Settings near this custom featureSelect the desirable trigger.[[File:Ibob settings pathSelect trigger.png | center]]
<br><br>
:35. To add new phone number please click on “+” icon, select your country and phone typeConnect SimplyBook.me account.[[File: Ibob buy phone numberConnect sbm account v2.png | center]]
<br><br>
:46. Buy phone number from the list you see(there are also the prices per month and per minute). It will be the number for your clients to dial Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> to make bookingstest this step.[[File:Ibob buy phone number - step4Test trigger step.png | center]]
<br><br>
:57. When the number is purchased you can set Proceed to adding the voice, choose transcription language, add your greeting message that Action step and search for the clients will hear at the beginning of the call. As well app you can add there a number wish to contact you if necessaryconnect SimplyBook.<br>:'''Please note!''' If the bot does not get the information said by client, the client will be redirected me to this “Company redirect phone number” if it is added.[[File:Ibob setup numberAdd action step.png | center]]
<br><br>
:78. All is set. You can give your clients Connect this application account and setup the number set according to template using the steps available data mentioned above and iBob will help them to book your services.<br><br>
<br><br>
'''Additional option''' – you :9. You can set predefined location/category/service/provider per phone number and the clients will book that option exactly.[[File:Ibob predefined optionstest this step operation as well if necessary or skip it.png | center]]
<br><br>
'''Statistics'''<br>To check :10. Finish the calls made to your voice bot please use Reports//Voice bookings sectionsetup, add Zap name and turn it on.[[File:Ibob reports overviewZap name and on.png | center]]
<br><br>