Changes

From SimplyBook.me

Custom Features

10,759 bytes added, 10:30, 12 December 2019
no edit summary
 
=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]]=
<br>
[[File:Add tax to service.png | center]]
<br><br>
;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.
<br>
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.
<br><br>
<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>
<br><br>
'''''Please note''''' that this feature works with web calendars only - it will not work with Microsoft Exchange calendars.
The system will send the corresponding report to your company email address that you have indicated in Settings//Company information//Basic information.
[[File:Daily report.png | border| center]]
<br><br>
-------
=Facebook and Instagram Bookings=
[[File:Facebook business 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.
<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 connect booking option to Facebook Business and Instagram Business pages. This functionality cannot be added to a personal page.</span><br>
*<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 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>
<br><br>
<br><br>
;How to add and use booking option to Facebook/Instagram business page
<br><br>
:1. Enable <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</span> page.
[[File:Facebook and insta bookings enable path.png | border| center]]
<br><br>
:2. Login to your Facebook/Instagram business account(s) in another browser tab.
<br><br>
:3. Go back to SimplyBook.me interface and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> near <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook & Instagram Bookings.</span>
[[File:Facebook and insta bookings settings path.png|border|center]]
<br><br>
:4. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Connect with Facebook</span> button on the page you see.
[[File:Facebook and insta bookings settings overview.png |border|center]]
<br><br>
:5. 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 Facebook business page you will be able to connect it there as well <br>
:and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book</span> button will automatically appear there)
[[File:Facebook permisions setup.png|border|center]]
<br><br>
:6. Now you will have your services shown on your Facebook page with <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book</span> buttons next to them that will redirect your clients to your booking site.<br>
[[File:Fb client side services.png|border|center]]
<br><br>
:7. You can also add booking option to your Facebook page posts so that the customers will be able to quickly book your services.
[[File:Fb adding bookings to post.png|border|center]]
<br><br>
<br><br>
<br><br>
<br><br>
;How to remove Book button from Facebook/Instagram pages
<br><br>
:1. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook & Instagram Bookings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> on SimplyBook.me side.
[[File:Facebook and insta bookings settings path.png|boredr|center]]
<br><br>
:2. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Logout</span> at the top of the page.
[[File:Facebook logout.png|border|center]]
<br><br>
:3. You will be redirected to Facebook interface, where you just need to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">check the box with SimplyBook.me</span> and select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Remove</span> option.
[[File:Facebook remove simplybook.png|border|center]]
<br><br>
;How to add and use booking option on Instagram only
<br><br>
:1. Open your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Instagram</span> mobile application and login to your business page.
<br><br>
: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 lead the customers to your booking site:
[[File:Insta setup.png|border|center]]
<br><br>
<br><br>
;How to remove Book option from Instagram business page
<br><br>
:1. Open your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Instagram</span> mobile application and navigate to editing your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">profile.</span><br>
:Follow the steps 1-5 below to remove <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book</span> button:
[[File:Insta button removal.png|border|center]]
<br><br>
<br><br>
-------
[[File:Kiosk settings overview.png|border|center]]
<br><br>
Save your preferences and and you are done!
<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>
[[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 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>