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From SimplyBook.me

Custom Features

1,138 bytes added, 10:49, 24 July 2019
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You can restrict time when clients can cancel appointments with the help of Cancellation Policy Custom Feature. Simply set the number of hours before appointment when cancellation is possible or prohibit cancellations at all. If client tries to cancel an appointment beyond the limit, he/she will see a warning notice that the booking cannot be cancelled. <br><br>
<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>
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'''Please note!''' This custom feature is not compatible with: [[Custom_Features#Coupons_.26_Gift_Cards | Coupons & Gift Cards]] and [[Custom_Features#Membership | Membership]]
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;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.
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
[[File:Google authenticator.png |left]] <br> Add security to your account. You can use a 2-step authentication when logging into your account preventing unauthorized access. Upon entering password, you'll be asked to insert 6-digit login code from your Google authenticator or a 3rd party app.<br>
You can use this custom feature with or without HIPAA feature depending on your needs and business requirements.
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<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
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:'''Please note!''' In case you have this feature enabled our support agents will not be able to access your account settings.
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:1. Open “Custom features” page using left-side menu of your admin interface and find “Data Protection” section. Just click on “Enable” near “Google authenticator”
[[File:Google authenticator auth enable pathfree.png | center]]
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:2. To set 2-step authentication please go to Manage//Users using left-side menu or click on “Settings”//”Set up 2-step authentication” near this custom feature.
[[File:Google authenticator auth settings pathfree.png | center]]
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:3. On Manage//Users page click on “+” and create all desired system users to be able to connect each to 2-step authentication.
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
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Allows inserting HTML formatting (background and font color, bold, italic, underline, alignment and other HTML elements) for Service, Service Providers, Locations and Categories description fields.
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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 functionalitty on your Custom Features page.
=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:5px;">Free custom feature!</span>
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:'''Attention!''' It is forbidden to import a client list with emails and client information where the clients have not specifically granted you the right to do so.
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 Password Security Settings option on yur Custom Features page.
[[File:Strict password Password security settings enable pathfree.png | center]]
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:2. Click on "Settings" button that will appear near it.
[[File:Strict password Password security settings settings pathfree.png | center]]
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:3. Now you can set requirements for password for your system users in the left-side block.
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It is important to have it enabled for some payment processors and widgets.
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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
=Terms and Conditions=
 
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[[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
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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 feature on your Custom Features page.
[[File:Terms and conditions enable pathfree.png | center]]
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:2. Go to its settings to add your Terms and Conditions.
[[File:Terms and conditions settings pathfree.png | center]]
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:3. Add your text. You can use HTML formatting there to adjust the look.