Changes

From SimplyBook.me

Custom Features

13,610 bytes added, 27 March
no edit summary
'''Please note!''' If you have unmerged clients they will not be able to sign in/sign up on your booking site to make and see bookings.
<br><br>
-------
=Client Rescheduling=
<br><br>
[[File:Reschedule booking icon.png|left]]<br><br>The Client rescheduling custom feature allows you to include reschedule links in notification messages to your clients and rescheduling button to the booking site. The clients can use these options to find a new time for their booking if within allowed rescheduling period.
 
<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;">The clients can only change date and/or time of the appointment;</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">This feature is not compatible with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Approve_Bookings_custom_feature|Approve Bookings]]</span> custom feature;</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It is not possible to reschedule recurring and group batch appointments;</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Coupons_and_Gift_Cards_custom_feature|gift card, coupon]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Membership_custom_feature|membership]]</span> or <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Packages_custom_feature|a package]]</span> were applied during initial booking process it is not possible to reschedule by client;</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Some <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[How_to_change_the_way_time_slots_are_shown|timelines]]</span> change on rescheduling page (''flexible provider'' becomes ''flexible''; ''modern provider'' becomes ''modern''; ''weekly classes'' becomes ''slots weekly''; ''daily classes'' is replaced by ''modern'').</span>
<br><br>
;How to use
:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client Rescheduling</span> on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page.
[[File:Reschedule booking enable path.png|center|border]]
<br><br>
:2. Select the preferred <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">rescheduling restriction period</span> in its settings.
[[File:Reschedule booking settings.png |border|center]]
<br><br>
:3. (optional) Add <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[reschedule_link]</span> variable to client notifications in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email and SMS Settings</span>(or <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Flexible_Notifications_custom_feature|Flexible Notifications]]</span> settings if you have custom templates per service/provider).
[[File:Reschedule booking add variable.png|border|center]]
<br><br>
:4. As the result the clients will be able to use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reschedule</span> button on the booking site <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">My Bookings</span> page or using the link from email notifications.
[[File:Reschedule booking my bookings client side.png|border|center]]
[[File:Reschedule booking slots selection client side.png|border|center]]
<br><br>
<br><br>
 
-------
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>
-------
=Display of Seats Left=
[[File:Seats left icon.png|left]]<br><br>Show how many seats are left when you accept multiple clients per slot, such as for classes and events. You can also choose to show the total number of seats as well as number of seats left. This works for the following selected timelines; Modern, Slots weekly, Daily and Weekly classes timelines.
<br><br>
<br><br>
'''Please note!'''
*This feature is not compatible with Limit Bookings;
*Works for the following timelines only: slots weekly, modern, weekly and daily classes, modern provider.
<br><br>
<br><br>
;How to use
:1. Enable Display of Seats Left in your Custom Features section.
[[File:Seats left enable path.png|border|center]]
<br><br>
:2. (optional) Enable the corresponding option to display the total of spaces along with the ones left.
[[File:Seats left show total.png |border|center]]
<br><br>
:3. As the result the clients will be able to see the number of spaces left per each timeslot(and total if "Show the total number of seats per slot" is enabled).
[[File:Seats left show on slots.png|border|center]]
<br><br>
<br><br>
-------
[[File:Membership new icon.png | left]]
This Custom feature allows you to have services that only members can book provided they have an active paid membership. This can be applied to a selection or all services, only classes or similar.
[https://simplybook.me/en/membership-solution Here] you can check more cases when Membership can be useful.
<br><br>
Check video [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=sZXgGX7xoC0&feature=youtu.be HerevD0-xUu_VfM]] 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].
<br>
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' </span>*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">This feature is not compatible with [[Custom_Features#Clean_History | Clean History]].</span>*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">[[Custom_Features#Client_Login | Client login]] and does not work with mobile apps[[Custom_Features#Accept_Payments | Accept payments]] custom features will be automatically enabled as well.</span> 
<br><br>
:''';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 enable near it. <br>[[Fileuse:Membership enable path.png | center]]<br><br>'''Please note!''' [[Custom_Features#Client_Login | Client login]] and [[Custom_Features#Accept_Payments | Accept payments]] custom features will be automatically enabled as well.
:1. To enable this feature please go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> section using left-side menu of your admin interface, find <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Membership</span> and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable</span> button or use the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">switcher.</span>
<br>
:'''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. In “Membership details” tab you will be able to set membership title, image, its duration, number of sessions included and price. <br>[[File:Create Membership new membership v3enable path.png | center]]<br><br>It is possible to set different First payment and Recurring prices if you wish, for example, to suggest lower price to regular customers. <br>[[File:Membership price1.pngborder| center]]
<br><br>
:2. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Memberships</span> or use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> button on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page near this feature to add new Membership to your system.<br>:Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> on the page you see.<br>:Add membership title, set description, upload an image, select the desired duration and decide on the sessions limit included.<br>:The membership can be free or paid so you can set its price.<br>:If you would like to allow the membership to repeat please enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Is recurring</span> option there and set the recurring price (it can be the same or different from the first price).<br>:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Recurring Automatic membership payments renewal can work with from client side via Stripe payment processor only(previous integration, but not SCA)and Adyen payment processors only.</span>[[File:Membership new create.png|border|center]]
<br><br>
You can set price only for :3. Don't forget to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">attach the membership here and zero price for service(in Manage//Servicesto services/classes</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. <brspan>:'''How to add service to Membership'''In “Services, attached restrict booking 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 members only if a client has purchased this Membership. <br>[[File:Attach services Membership new attach to membershipservice.png |border| center]]
<br><br>
You have to add at least one service :4. For sure, you will need to notify your clients about the membership purchase or send the information related to make it workingits renewal. <br>:'''Where will be Memberships displayed on the booking page'''After you enable this custom feature To adjust your templates please 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;">Membership tab will appear </span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">click on the booking page.its name<br/span>on the left to open right-side options and see the list of available notifications:[[File:Membership tabnew notifications.png |border| center]]
<br><br>
As well if clients click on :You can use the service related to membership but have not purchased it yet they will get a pop<span style="background-color:#d4f8e5; padding:5px; border-up suggesting radius:5px;">variables</span> to purchase it. If they agree they will be redirected automatically add the corresponding information to Memberships pageeach email/SMS notification.<br>[[File:Membership confirmnew notifications variables.png |border| center]]
<br><br>
 :5. (optional) You may need to issue membership to some clients from admin side if they have already paid or you have given them some free period.<br>:'''Where You can i check payments my clients made for memberships'''You will be able to see do that information in Reportsfrom the same <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Memberships</Membership payments.span> page by clicking on <br>If client has chosen span style="Pay Laterbackground-color:#d4f8e5; padding:5px; border-radius:5px;" option instead of paying online you will be able to approve such >Issue membership purchases there.<br/span>Only after your approval button either near the client will be able to book membership name or in the services related to the selected top right corner of membershipediting window.[[File:Membership new issue.png|border|center]]
<br><br>
:6. (optional) There are several issuing options to choose from::- you can set membership <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">start date</span>(current date is set by default);:- you can generate an <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">invoice</span> if you need it for accounting purposes;:- you can issue membership without an invoice;:- if you select issuing with the invoice and the membership is recurring it is possible to set manual or automatic <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">recurring mode</span> and set the number of times to repeat for the automatic one,:so that the new invoice will be generated each time the membership is prolonged;:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''How ' There will be my no charges made by us in relation to your clients notified about purchase/renewal''accounts, this option only prolongs the clients'memberships for the new periods.</span><br>The system will notify the client about recurring :<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If you need to charge your clients please do it on your payment coming soon and membership period coming to an end to remindprocessor side. There are notification about successful and unsuccessful recurring payments. </span><br>You :- as well you can enable/disable some notifications related choose several clients at once to all your memberships in Manage//Memberships//Membership details//Configure issue the membership notifications or in Custom features//Membership//Settings//Notificationsto.[[File:Membership notification typesnew issue steps.png |border| center]]
<br><br>
As well you can adjust templates according :7. When the memberships are purchased or issued there are several places to your needs there. Please use variables listed on check the information related::- <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Membership payments</span> - contains the right side information of each membership period present in the page system(each recurring period will be displayed as a separate row).<br>:You can cancel the specific client's membership here if necessary so that relevant details will be reflected in notifications.[[File:Membership new report.png|border|center]]
<br><br>
:- <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> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoices</span> - contains all the invoices present in the system, memberships included.:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''How ' If you delete the invoice related to add some membership purchase the corresponding membership will be canceled.</span>:- <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> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Recurring profiles</span> - shows all membership recurring profiles created either by clients or from admin side.<br>:It allows to client cancel recurring profiles(both made by clients and admin) or prolong the recurring memberships issued from admin sideonly.<br>:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''If your one and the same client already has paid you in cash or you just wish the recurring profile for some membership it is not possible to give somebody free create new recurring profile for the same membership please go to Manege/for this client.</Clients page,span><br>click on :<span style="Editbackground-color:#ffe9e9; padding:5px; border-radius:5px;" near necessary >You can either cancel current recurring profile and create a new one or issue another membership to this client there. </span>[[File:Attach membership from admin side v3Membership new recurring report prolong.png|border|center]][[File:Membership new recurring report prolonged profile.png |border| center]]
<br><br>
Then select ":8. From the client side the clients will see memberships" tab in on the booking site<br>:with the pop-up that list of all options you have set as available and the services related will appear and click on have clickable "Add newSubscription required"labels<br>:that lead to the corresponding membership purchase.[[File:Attach membership from admin side step2 v3Memberships_client_side.png | center]]
<br><br>
Choose membership from available and set the start date:9. (end date will be calculated by the system based on the selected optional) As well you can add custom membership duration). Click on "Add" widget to save your settings.website if necessary following [[File:Attach membership to client2Widgets_for_your_own_website#Widgets_for_Client_Login.2C_Packages.2C_Memberships.png 2C_Gift_Cards| centerthese instructions.]]
<br><br>
As a result you will see membership successfully added.<br>
You will also see active clients' memberships with number of sessions left.<br>
[[File:Membership status admin side2.png | center]]
<br><br>
 
-------
[[File:Provider color coding-booking view.png | center]]
<br><br>
--------
=Related Resources=
[[File:Resources icon.png |left]]
<br><br>Connect equipment, rooms or anything else that is limited in quantity to a service. Different resources can be connected to the same service when needed.
<br>
<br>
 
 
;How to use
 
:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Related Resources</span> feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">custom features</span> page.
[[File:Resources enable path.png|border|center]]
<br><br>
:2. Select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> option or navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Related resources</span> using left-side menu
[[File:Resources settings path.png|border|center]]
<br><br>
:3. Create resources group(s) depending on your needs using <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> icon there.<br>
 
:You can select between:<br>
:*<span style="background-color:#fef3de; padding:5px; border-radius:5px;">Same number as clients</span> type - with this group all the resources you attach to a service will be required for each booking. If the number of resources is not enough for a certain timeslot, it will not be displayed on the booking site. This type may be useful when some limited equipment is required to perform the service.<br>
:*<span style="background-color:#fef3de; padding:5px; border-radius:5px;">Only one</span> type - with this group it is possible to accept multiple bookings per timeslot(it will depend on the number of clients set per provider and/or <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Limit Bookings custom feature|limit bookings]]</span> feature settings). It can be used for a room reservation for classes as if, for example, you have one room but two classes so that one class should become unavailable if another one gets a booking. In this case, the clients will continue making bookings for this another class according to the number of spaces you have indicated for it.
[[File:Create resource group.png|border|center]]
<br><br>
:4. It is important to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">attach resources to services/classes</span> so that they will influence the booking process. Otherwise, the resources will not add any restrictions and will not be used.
[[File:Attach resource to service.png|border| center]]
<br><br>
:5. If you got more resources of a certain type you can <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">add items to the particular resource group.</span>
[[File:Add one more resource to a group.png|border|center]]
<br><br>
:6. In case you have less items in your inventory than it was created initially you can <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">remove unnecessary ones</span> from the group using mass actions.<br>
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If certain service was connected to resource that was deleted such service may become unavailable on the booking site.</span><br>
:In this case you need to update its relations towards other resources present in the system.
[[File:Remove unnecessary resources.png|border|center]]
<br><br>
:7. The clients do not select the resource during the booking process, it is allocated by the system automatically depending on the service and provider selection.<br>
:You can <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">view the resource used for the appointment</span> from the admin side in each booking or in exported .xls file from <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details.</span>
[[File:View resource info in booking.png|border|center]]
<br><br><br><br>
 
--------
=Rewards and Referrals=
<br><br>
'''4 6 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>• ''New Offer'' - launches when any new offer is created on SimplyBook.me side (can be used when <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> custom feature is enabled).<br>• ''New Invoice'' - launches when new invoice is created and paid on SimplyBook.me side (can be used when <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> custom feature is enabled).
<br><br>
* 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>
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For New Offer/Invoice triggers</span>:
* Order ID;
* Client name / email / phone;
* Offer/Invoice description (list of items ordered, information about discount: gift card/coupon/package used);
* Order amount and currency;
* Discount amount;
* Order date and time;
* Offer/Invoice number in SimplyBook.me system (O-XXXXXX or I-XXXXXX);
* Payment processor (delay, cash, credit card, wire transfer);
* Payment status (paid, pending) and if payment is received.
<br><br>