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Created page with "{{#seo: |title=Accept Payments Custom Feature - SimplyBook.me |titlemode=append |keywords=faq, frequently asked questions, booking software, appointment system questions, appo..."
{{#seo:
|title=Accept Payments Custom Feature - SimplyBook.me
|titlemode=append
|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, setup, setup help, support, help content, zapier, zapier integration, zapier connection, trigger
}}
[[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 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 correctly 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.
<br><br>
;'''Available data:'''
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For booking-related triggers(New booking, Booking change, Booking cancellation):</span><br>
<span style="background-color: #e1fdfd; padding: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),
*Client information (name, email, phone, address, timezone),
*Booking code (if booking is confirmed, start/end date/time).
<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:5px; border-radius:5px;">[[Custom_Features#Status |Status]]</span> (name, description, color);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> (approval status: approved, canceled);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Multiple_Locations |Multiple Locations]]</span> (location name, location address (with coordinates), location phone, location description);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Categories |Service Categories]]</span> (category name, category description);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Add-ons |Service Add-ons]]</span> (add-on name, add-on price);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Intake_Forms |Intake 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.
<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-radius:5px;">Custom features</span> page.
[[File:Zapir connector enable path.png | center]]
<br><br>
:2. Accept invitation for the new version [https://zapier.com/app/login?next=/developer/public-invite/11136/4b23820111ea25dcd5868ab9d1c2a49d/ here]
[[File:Accept invitation.png | center]]
<br><br>
:3. Create new Zap by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make a Zap</span> button.
[[File:Make a zap button.png | center]]
<br><br>
:4. Look for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step</span> and select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">version 1.0.8 marked with “by invite”</span> label.
[[File:Select simplybook version.png | center]]
<br><br>
:5. Select the desirable trigger.
[[File:Select trigger.png | center]]
<br><br>
:6. Connect SimplyBook.me account.
[[File:Connect sbm account v2.png | center]]
<br><br>
:7. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> to test this step.
[[File:Test trigger step.png | center]]
<br><br>
:8. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to.
[[File:Add action step.png | center]]
<br><br>
:9. Connect this application account and setup the template using the available data mentioned above.
<br><br>
:10. You can test this step operation as well if necessary or skip it.
<br><br>
:11. Finish the setup, add Zap name and turn it on.
[[File:Zap name and on.png | center]]
<br><br>
|title=Accept Payments Custom Feature - SimplyBook.me
|titlemode=append
|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, setup, setup help, support, help content, zapier, zapier integration, zapier connection, trigger
}}
[[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 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 correctly 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.
<br><br>
;'''Available data:'''
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For booking-related triggers(New booking, Booking change, Booking cancellation):</span><br>
<span style="background-color: #e1fdfd; padding: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),
*Client information (name, email, phone, address, timezone),
*Booking code (if booking is confirmed, start/end date/time).
<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:5px; border-radius:5px;">[[Custom_Features#Status |Status]]</span> (name, description, color);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> (approval status: approved, canceled);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Multiple_Locations |Multiple Locations]]</span> (location name, location address (with coordinates), location phone, location description);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Categories |Service Categories]]</span> (category name, category description);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Add-ons |Service Add-ons]]</span> (add-on name, add-on price);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Intake_Forms |Intake 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.
<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-radius:5px;">Custom features</span> page.
[[File:Zapir connector enable path.png | center]]
<br><br>
:2. Accept invitation for the new version [https://zapier.com/app/login?next=/developer/public-invite/11136/4b23820111ea25dcd5868ab9d1c2a49d/ here]
[[File:Accept invitation.png | center]]
<br><br>
:3. Create new Zap by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make a Zap</span> button.
[[File:Make a zap button.png | center]]
<br><br>
:4. Look for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step</span> and select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">version 1.0.8 marked with “by invite”</span> label.
[[File:Select simplybook version.png | center]]
<br><br>
:5. Select the desirable trigger.
[[File:Select trigger.png | center]]
<br><br>
:6. Connect SimplyBook.me account.
[[File:Connect sbm account v2.png | center]]
<br><br>
:7. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> to test this step.
[[File:Test trigger step.png | center]]
<br><br>
:8. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to.
[[File:Add action step.png | center]]
<br><br>
:9. Connect this application account and setup the template using the available data mentioned above.
<br><br>
:10. You can test this step operation as well if necessary or skip it.
<br><br>
:11. Finish the setup, add Zap name and turn it on.
[[File:Zap name and on.png | center]]
<br><br>
