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From SimplyBook.me

Custom Features

32,120 bytes added, 24 July
no edit summary
*[[What Custom Features do not work with each other]]
*[[Custom Features by category | Custom Features by Functionality Category]]
__NOTOC__
<h1>Contents</h1>
<div class="plugin">[[Custom_Features#Accept_Deposits| Accept Deposits]]</div>
<div class="plugin">[[Custom_Features#Accept_Payments| Accept Payments]]</div>
<div class="plugin">[[Custom_Features#Any_Employee_Selector| Any Employee Selector]]</div>
<div class="plugin">[[Custom_Features#API| API]]</div>
<div class="plugin">[[Custom_Features#Appointment_at_Fixed_Time| Appointment at Fixed Time]]</div>
<div class="plugin">[[Custom_Features#Approve_Bookings| Approve Bookings]]</div>
<div class="plugin">[[Custom_Features#Book_Soon_Notification_System| Book Soon Notification System]]</div>
<div class="plugin">[[Custom_Features#Calendar_Sync| Calendar Sync]]</div>
<div class="plugin">[[Custom_Features#Cancellation_Policy| Cancellation Policy]]</div>
<div class="plugin">[[Custom_Features#Classes| Classes]]</div>
<div class="plugin">[[Custom_Features#Clean_History| Clean History]]</div>
<div class="plugin">[[Custom_Features#Client_Fields| Client Fields]]</div>
<div class="plugin">[[Custom_Features#Client_Login| Client Login]]</div>
<div class="plugin">[[Custom_Features#Client_Rescheduling| Client Rescheduling]]</div>
<div class="plugin">[[Custom_Features#Contact_Widget| Contact Widget]]</div>
<div class="plugin">[[Custom_Features#Coupons_.26_Gift_Cards| Coupons & Gift Cards]]</div>
<div class="plugin">[[Custom_Features#Custom_CSS| Custom CSS]]</div>
<div class="plugin">[[Custom_Features#Custom_Domain| Custom Domain]]</div>
<div class="plugin">[[Custom_Features#Custom_Page| Custom Page]]</div>
<div class="plugin">[[Custom_Features#Daily_Report| Daily Report]]</div>
<div class="plugin">[[Custom_Features#Display_Remaining_Spaces| Display Remaining Spaces]]</div>
<div class="plugin">[[Custom_Features#Facebook_and_Instagram_Bookings| Facebook and Instagram Bookings]]</div>
<div class="plugin">[[Custom_Features#Facebook_Bot| Facebook Bot]]</div>
<div class="plugin">[[Custom_Features#Facebook_Client_Info| Facebook Client Info]]</div>
<div class="plugin">[[Custom_Features#Flexible_Notifications| Flexible Notifications]]</div>
<div class="plugin">[[Custom_Features#Google_Adwords_and_Analytics| Google Adwords and Analytics]]</div>
<div class="plugin">[[Custom_Features#Google_Authenticator| Google Authenticator]]</div>
<div class="plugin">[[Custom_Features#Google_Business| Google Business]]</div>
::<div class="plugin-item">[[Custom_Features#Reserve_with_Google| Reserve with Google]]</div>
<div class="plugin">[[Custom_Features#Google_Tag_Manager| Google Tag Manager]]</div>
<div class="plugin">[[Custom_Features#Google_Translate| Google Translate]]</div>
<div class="plugin">[[Custom_Features#Group_Bookings| Group Bookings]]</div>
<div class="plugin">[[Custom_Features#HIPAA| HIPAA]]</div>
<div class="plugin">[[Custom_Features#HTML_Description_Field_for_Events| HTML Description Field for Events]]</div>
<div class="plugin">[[Custom_Features#Import_Clients| Import Clients]]</div>
<div class="plugin">[[Custom_Features#Insights| Insights]]</div>
<div class="plugin">[[Custom_Features#Instagram_Photo_Sharing| Instagram Photo Sharing]]</div>
<div class="plugin">[[Custom_Features#Intake_Forms| Intake Forms]]</div>
<div class="plugin">[[Custom_Features#Kiosk| Kiosk]]</div>
<div class="plugin">[[Custom_Features#Limit_Bookings| Limit Bookings]]</div>
<div class="plugin">[[Custom_Features#Line_Bot| Line Bot]]</div>
<div class="plugin">[[Custom_Features#Membership| Membership]]</div>
<div class="plugin">[[Custom_Features#Multiple_Bookings| Multiple Bookings]]</div>
<div class="plugin">[[Custom_Features#Multiple_Locations| Multiple Locations]]</div>
<div class="plugin">[[Custom_Features#News| News]]</div>
<div class="plugin">[[Custom_Features#Online_Video_Meetings| Online Video Meetings]]</div>
<div class="plugin">[[Custom_Features#Packages| Packages]]</div>
<div class="plugin">[[Custom_Features#Password_Security_Settings| Password Security Settings]]</div>
<div class="plugin">[[Custom_Features#Photo_Gallery| Photo Gallery]]</div>
<div class="plugin">[[Custom_Features#Point_of_Sale| Point of Sale]]</div>
<div class="plugin">[[Custom_Features#Products_for_Sale| Products for Sale]]</div>
<div class="plugin">[[Custom_Features#Provider.27s_Color_Coding| Provider's Color Coding]]</div>
<div class="plugin">[[Custom_Features#Related_Resources| Related Resources]]</div>
<div class="plugin">[[Custom_Features#Rewards_and_Referrals| Rewards and Referrals]]</div>
<div class="plugin">[[Custom_Features#Service_Add-ons| Service Add-ons]]</div>
<div class="plugin">[[Custom_Features#Service_Categories| Service Categories]]</div>
<div class="plugin">[[Custom_Features#SMS_Gateway| SMS Gateway]]</div>
<div class="plugin">[[Custom_Features#SMTP| SMTP]]</div>
<div class="plugin">[[Custom_Features#SOAP| SOAP]]</div>
<div class="plugin">[[Custom_Features#SOAP_with_Encryption| SOAP with Encryption]]</div>
<div class="plugin">[[Custom_Features#SSL| SSL]]</div>
<div class="plugin">[[Custom_Features#SSO:_SAML| SSO: SAML]]</div>
<div class="plugin">[[Custom_Features#Status| Status]]</div>
<div class="plugin">[[Custom_Features#Take_Me_Back_Home| Take Me Back Home]]</div>
<div class="plugin">[[Custom_Features#Terms_and_Conditions| Terms and Conditions]]</div>
<div class="plugin">[[Custom_Features#Tickets| Tickets]]</div>
<div class="plugin">[[Custom_Features#Visitor_Counter| Visitor Counter]]</div>
<div class="plugin">[[Custom_Features#Voice_Bookings| Voice Bookings]]</div>
<div class="plugin">[[Custom_Features#Zapier_Connector| Zapier Connector]]</div>
<br><br><br><br>
=Accept Deposits=
<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 compatible with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Tickets custom feature|Tickets]]</span>, <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>
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:'''Please note!''' This feature works with "slots" timelinescalendar layouts: slots weekly or modern.
<br><br>
;How to use
[[File:Classes.png | left]] Now SimplyBook.me allows new option for classes and events scheduling whatever kind of business you have. Brand new feature allows you to have all your classes/events in separate section so that you will never mix them up with simple services. Or you can use classes/events interface only. Moreover, this custom feature allows to have almost all settings necessary for class/event scheduling on one page, which makes the setup process easy and fast.
<br><br>Video tutorial available [[File:Youtube-Logo.png|link=https://youtu.be/xXXl2pWy4BM]]<br><br>
To enable this option please go to Custom features page, select “Booking related” section and click on “Enable” near “Classes” feature.
[[File: Classes enable path.png | center]]
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
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<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' :</span>  *<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">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]]</span>  *<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It starts working on the next day after it is enabled and removes the bookings once a day on everyday basis till you disable it.</span>  *<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If you have clients with no bookings in the future their records will be removed as well together with their last booking.</span>
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;How to use
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-------
=[[Client_Fields_Custom_Feature|Client Fields]]=
[[File:Client field icon.png|left]]<br>
=Client Login=Get information from clients upon sign up that relates to the client. An example of such information could be, "Name of spouse", or "Date of Birth" since this is fixed information and would generally not change between bookings.<br>[[File:Client login new icon.png| left]]<br><br><br>
Use this <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' When you enable Client Fields custom feature <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Login_custom_feature|Client Login]]</span> will be enabled as well.</span><br><br><br><br>;How to use:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client Fields</span> Custom Feature on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page.[[File:Client fields enable path.png|border|center]]<br><br>:2. Go to allow clients to register online, quickly make bookings and its settings by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> link.[[File:Client fields settings path.png|border|center]]<br><br>:3. Here you will see their booking history default client login registration fields. You can block and unblock clients from making bookings click on your booking page and also turn off or on the ability for clients any of them to rename if needed.:Press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> button to register an accountcreate a new form. If you close for [[File:Create client registrations, only clients you have registered and granted access can make bookingsform new.png|border|center]]
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 :4. In the field <span style="background-color:#d4f8e5; padding:5px;How to use border-radius:1. Enable this option on 5px;">Question title</span> write the question you want your custom Features page.[[File:Client login enable pathclients to answer.png | center]]
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:5. Choose the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">field type:</span>:'''digits only''' - allows entering only numbers. Useful when you need 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.:'''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 list.:'''date''' - creates date selection option with calendar[[File:Client fields types new.png|border|center]]<br><br>:6. Make it rather <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">obligatory or not</span> with the help of <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Should this field be optional</span> switcher. Save the form when you are done.<br><br>:7. You can also re-order all the forms to your taste by using the arrows on the left-side block or by setting the position in the form editing mode on the right side.[[File:Reorder client fields.png|border|center]]<br><br>:8. If you want to include client form information to email templates, find the client forms <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">variables</span> and add them to templates in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">General Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email and SMS settings.</span><br>:(Or use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Flexible_Notifications_custom_feature|Flexible Notifications]]</span> feature for customized templates per service and/or provider)[[File:Client fields emails variables.png|border|center]]<br><br>:9. The clients will then be able to fill in their replies during <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">sign up</span> on the booking site and edit their data in client profiles.[[File:Client fields client side sign up.png|border|center]]<br><br>[[File:Client fields client side profile.png|border|center]]<br><br>:10. From your admin page you will be able to view and edit the clients' replies in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Edit</span> for the corresponding client.[[File:Client fields admin side edit.png|border|center]]<br><br>:and export answers to Excel file in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Export to excel.</span>[[File:Client fields admin side export.png|border|center]]:Or in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Export to Excel.</span><br>:Or together with booking information in <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> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Export to Excel.</span><br><br><br><br> -------=Client Login=<br>[[File:Client login new icon.png| left]] Use this Custom Feature to allow clients to register online, quickly make bookings and see their booking history. You can block and unblock clients from making bookings on your booking page and also turn off or on the ability for clients to register an account. If you close for client registrations, only clients you have registered and granted access can make bookings.<br><br> ;How to use :1. Enable this option on your custom Features page.[[File:Client login enable path.png | center]]<br><br>:2. Click on "Settings" button to: :*enable/disable sign up on the booking page, :*ask your clients for their address on the booking page, :*make phone feld mandatory or not, :*hide "Personal data report" from client profile
:*set notification templates about creating new user, password reset and change.
[[File: Client login settings path.png | center]]
*<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|timelinescalendar layouts]]</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>
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;How to use
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[[File:Domain.png | left]]
This option allows to set your own sitelink (URL) for your booking page with connection done through secure layer. If you own your own domain name, you can now simply use the booking site with this name or a sub domain of this name(/v2/ part of the booking site URL cannot be changed).
<br><br><br>
;How to use
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=Display Remaining Spaces=
[[File:Seats left icon.png|left]]<br><br>Show how many spaces 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 spaces as well as the number of spaces left. This works for the following selected timelinescalendar layouts; Modern, Slots weekly, Daily and Weekly classes timelineslayouts.
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'''Please note!'''
*This feature is not compatible with Limit Bookings;
*Works for the following timelines calendar layouts only: slots weekly, modern, weekly and daily classes, modern provider.
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:Video tutorial available [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=Dn0tNJhOToE]]
<br><br>
;How to use
*<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 wish to adjust change the styling please upgrade to Premium to select the desired theme and be able to use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Custom_CSS|Custom CSS]]</span> feature or upgrade to Premium to select the desired themeadjustments.</span><br>*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">The widget look may differ depending on Facebook preferences for different devices and applications</span><br>
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:1. 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.
[[File:Facebook bot enable v3path newcf.png | border| center]]
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:2. Choose You will see its settings on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settingsthe right side of the page</span> near it to see basic instructions.[[File: Facebook bot settings pathnewcf.png | border| center]]
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:3. Log into the <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://developers.facebook.com/ Facebook Developer Console]. </span>
[[File:Facebook developers login new.png | border| center]]
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:4. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">My Apps</span> in the upper right-hand corner and choose to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add a New App".</span>[[File:Fb create new app.png | border| center]]
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:5. Enter a name and contact email address and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Create App ID.</span>
[[File:Create Facebook add new app id newcreate.png | border| center]]<br><br>:6. Add all basic information about your company and application, required links, an icon for the application as well as GDPR related information if necessary in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Basic.</span>[[File:Fb bot add basic details.png | border| center]]
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:67. On Then please click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> near <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Products</span> on the next page you will see scenarios. Please skip this stepleft-side.[[File:Fb bot skip stepproducts path.png | border| center]]
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:78. Add all basic information about your company and bot, required links, an icon as well as GDPR related information if necessaryClick the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Set Up</span> button for the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Messenger</span> option.[[File:Fb bot add basic detailsFacebook select messenger.png | border| center]]
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:89. Then please click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> near Under the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">ProductsAccess Tokens</span> on the left-sidesection, choose one of your Facebook business pages or create a new one.[[File:Fb bot products pathFacebook select or create page.png | border| center]]
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:910. Scroll the page you see a little bit and click the Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Set UpGenerate token</span> button for , check token generation warning and copy the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Messenger</span> optiontoken code.[[File:Fb bot messenger pathFacebook generate token.png |border| center]]
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:10. Under the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Token Generation</span> section, choose one of your Facebook pages, copy the token you get.[[File:Fb bot Facebook copy token copy.png |border| center]]
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:If you see 11. Paste the following error while selecting the page you may need to edit the permissionstoken into SimplyBook.me <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook Bot feature</span> settings.[[File:Fb Facebook bot error permissionsinsert token.png | border|center]]
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:12. Click the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add Callback URL</span> button under the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Webhooks</span> section and paste <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:Permission steps facebookFacebook bot copy token and url.png |border|center]]
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:11. Then <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Page Access Token</span> will be generated. Enter it in Simplybook.me <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook bot settings.</span>[[File:Fb bot Facebook webhooks paste token pasteand url.png |border| center]]
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:1213. Click the Hit <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Setup WebhooksAdd subscriptions</span> button under the , select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Webhooksmessages</span> section and enter <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Callback URLmessaging_postbacks</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Verify token</span> copied from SimplyBookin the popup.me <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook Bot feature settingsSave.</span>[[File:Fb bot setup Facebook webhooksadd subscriptions select.png |border| center]]
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:1314. Check the Proceed to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">messagesApp review</span> section and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">messaging_postbacksAdd to submission</span> options under <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Subscription Fieldsin front of pages_messaging API.</span>[[File:Fb bot setup webhooks step 2Facebook add to submission pages messaging.png |border| center]]
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:14. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Verify and Save</span> button.:15. Scroll down to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">App Review for MessengerCurrent submission</span> block, select the first option section and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">pages_messagingAdd details</span> and add the details requested therelink.[[File:Pages messaging addFb bot submission step 1.png |border| center]]
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:16. In the popup that appears provide the details according to the following example.[[File:Fb bot submission step 1Facebook_items_for_submission.png |border| center]]
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:16. Complete the steps you see in the pop-up.(the steps may be changed by Facebook with time)Screencast example [[File:Fb but submit for reviewYoutube-Logo.png | centerlink=https://www.youtube.com/watch?v=JeBF41JElW4&feature=youtu.be]]
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:17. Submit your app for review.
[[File:Fb bot submission step 3.png | border| center]]
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: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 | border| center]]
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:You can add users here:
[[File:Facebook add test users.png|border|center]]
: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 | border| center]]
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-------
'''How will it look like on the booking page:'''
<br>
:The clients will be able to use the arrows to choose the number of participants(the look ay may differ depending on the theme you have).
[[File:Group bookings client view.png ‎| center]]
<br><br>
:- 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 prolongedif auto-prolonging is enabled. :Otherwise, an offer will be created in Reports//Payment transactions and the membership will be prolonged when you approve it or you can prolong it manually in Reports//Payment transactions//Recurring profiles.;
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' There will be no charges made by us in relation to your clients' accounts, this option only prolongs the clients' memberships for the new periods.</span><br>
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If you need to charge your clients please do it on your payment processor side.</span><br>
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.
<br><br><br>
:'''Please note!''' "Book and add more" button will not be shown if you are using classes timeline calendar layout 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
[[File:Add new news item v3 updated.png | center]]
<br><br>
-------
=Online Video Meetings=
 
 
[[File:Online meeting icon.png|left]]<br><br>Use this feature to easily create meeting links for your clients and meet them online using video or phone
<br><br><br><br>
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">We also recommend enabling Client Login feature for the smooth client experience in joining the meetings as there may be errors if they try to join within a separate browser session.</span>
<br><br><br><br>
Video tutorial available [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=vYCbE0bT8Rc]]
<br><br><br><br>
;How to use:
 
:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Online meetings</span> custom feature in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">your SimplyBook.me account.</span>
[[File:Online meetings enable path.png|border|center]]
<br><br>
:2. Login to <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://portal.azure.com/ Microsoft Azure portal]</span> and your <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://teams.microsoft.com/ Microsoft Teams account]</span> with the user that is a member of your organization in MS Azure.
:(Or create the accounts there)
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' It is not possible to connect personal/private Microsoft Teams account to the system, it should be related to an organization via Microsoft Azure.</span>
 
<br><br>
:3. Add <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Microsoft Teams</span> in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">MS Azure</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Azure Active Directory</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enterprise applications.</span>
[[File:Ms azure connect ms teams.png|border|center]]
<br><br>
:And add yourself in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enterprise applications</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Microsoft Teams</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Users and Groups</span> on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">MS Azure side.</span>
[[File:Ms azure teams users.png|border|center]]
<br><br>
:4. On SimplyBook.me side please click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Meeting services</span> block and choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Authorization</span> near <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Microsoft Teams”.</span>
:Connect your Microsoft account.
[[File:Ms teams authorization.png|border|center]]
<br><br>
:5. For the services/classes you wish to conduct online meetings switch the option <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable as online meeting service/class</span> on in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">click on service name</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">More options</span><br>(in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Classes</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">click on class name</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">More options</span> if you are using <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Classes_custom_feature|Classes feature]])</span>
[[File:Ms teams more options1.png|border|center]]
[[File:Ms teams more options2.png|border|center]]
<br><br>
:6. When the clients book such a service/class there will be online meeting link on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">My bookings page</span> for the associated booking. When the appointment time comes the clients will be able to follow it to access the meeting.<br>
:For admin side it will be possible to follow the link from booking info popup form in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> or in <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:Ms teams client side link.png|border|center]]
[[File:Ms teams admin side link.png|border|center]]
<br><br>
:7. (optonal) You can add online meetings link to provider and client notification templates so that both sides receive them with the booking details.<br>To do that please navigate to <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:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Flexible_Notifications_custom_feature|Flexible notifications]]</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> if you have customized notifications per service and/or provider).
[[File:Ms teams add variables.png|border|center]]
<br><br>
 
;Additional steps for case when you need to allow your Providers to have own MS Teams account connection:
 
:8. By default your MS Teams account that you have connected in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Step#6</span> will be used to generate meetings links and conduct meetings, but if you have several employees in your company, they are added to SimplyBook.me side as providers and users and you wish them to use own MS Teams accounts for their online services/classes please make sure that you have them <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://docs.microsoft.com/en-us/azure/active-directory/fundamentals/add-users-azure-active-directory?context=azure/active-directory/users-groups-roles/context/ugr-context added as users]</span> in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">MS Azure</span> with access to this application as well as <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://support.microsoft.com/en-us/office/add-members-to-a-team-in-teams-aff2249d-b456-4bc3-81e7-52327b6b38e9 members]</span> on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">MS Teams side.</span>
:(you can add users in MS Azure interface with internal domain or invite using existing email addresses)
[[File:Ms azure teams users.png|border|center]]
<br><br>
:9. Then they need to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">log in to SimplyBook.me system</span> under their credentials and connect their accounts in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Online meetings.</span>
[[File:Ms teams provider auth.png|border|center]]
<br><br>
:10. Once they have connected own accounts you will be able to see this information in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Online meetings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Meeting providers&Meeting services.</span>
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' It is only possible to manually start a meetings for the users that have admin, senior employee or junior employee(connected to specific provider) <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Adding_other_users_to_the_system|rights.]]</span></span>
[[File:Ms teams manually start.png|border|center]]
<br><br><br><br>
 
-------
=Packages=
<br><br>
:Here you can see how the add-ons can look like on the booking page:
:'''Please note!''' We recommend using the following timelines calendar layouts in case you set service add-ons with duration: modern, slots weekly, flexible, flexible weekly or flexible provider.<br>
:In this case add-ons step will be shown before time step and the timeslots displayed should suit the items selected in most cases.
[[File:Service add ons with duration client side.png | border|center]]
<br><br>
:With other timelines calendar layouts such as: daily classes, weekly classes и modern provider this step will be shown after time selection step and
:if all the selections do not fit the choices the clients will get an error that the service cannot be booked.
[[File:Service add ons with duration client side unsupported timelines.png|border|center]]
[[File:Ssl enable path free.png | center]]
<br><br>
------
=[[SSO-SAML_Custom_Feature|SSO: SAML]]=
[[File:Saml icon.png| left]] <br>This custom feature allows to setup Single Sign-On process for you as the system admin and your account users thus enabling login to SimplyBook.me system from MS Azure applications panel. You can create users in MS Azure within the desired access level groups and the corresponding user types will be added in your SimplyBook.me system on the first login.
<br><br>
<br><br>
;How to use:
<br>
:1. Create account at <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://portal.azure.com/#home Microsoft Azure]</span> if you do not have one yet.
<br>
:2. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SSO: SAML</span> Custom feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page .
[[File:Sso enable path.png|border|center]]
<br><br>
:3. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> to edit the connection settings.
[[File:Sso settings path.png|border|center]]
<br><br>
:4. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Microsoft Azure Configuration</span> on the left and log in to your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">MS Azure account</span> there to start connection setup.
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' You need to have administrator access in MS Azure as well to be able to connect applications.</span>
[[File:Sso start connection setup.png|border|center]]
<br><br>
:5. After successful login you will see the first block with basic options on SimplyBook.me side.
[[File:Sso basic settings block.png|border|center]]
<br><br>
:6. In MS Azure please navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Active Directory.</span>
[[File:Ms azure select active directory.png|border|center]]
<br><br>
:7. Select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enterprise applications</span> in the left-side menu and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">add new application.</span><br>
:(you may need paid MS Azure or Premium trial subscription there to add applications)
[[File:Ms azure select enterprise applications.png|border|center]]
<br><br>
[[File:Ms azure new enterprise applications.png|border|center]]
<br><br>
:8. Choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">non-gallery</span> type. Add its name and save.
<br><br>
:9. On the next page click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Set up single sign on</span> and select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SAML.</span>
[[File:Ms azure select single sign on.png|border|center]]
<br><br>
[[File:Ms azure select single sign on saml.png|border|center]]
<br><br>
:10. Use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Pen</span> icon in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Basic SAML Configuration</span> block to edit.
[[File:Ms azure saml basic edit path.png|border|center]]
<br><br>
:11. Copy the urls from <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SimplyBook.me SSO: SAML feature</span> to the corresponding boxes on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">MS Azure side.</span> Save.
[[File:Sbm saml basic settings page.png|border|center]]
<br><br>
:12. On <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">MS Azure side</span> scroll to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SAML Signing Certificate</span> part and download <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Certificate(Base64).</span> Open it with notepad or similar text editor, copy the certificate code and paste it to the corresponding box into <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SSO: SAML Custom Feature.</span>
[[File:Sbm saml download cetrificate.png|border|center]]
<br><br>
[[File:Sbm saml certificate copy.png|border|center]]
<br><br>
:13. Scroll <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">MS Azure side</span> page to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Set up For tutorial</span> block and find <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Login URL,</span> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Azure AD Identifier</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Logout URL</span> options, Copy each of them and paste to the corresponding boxes on SimplyBook.me side.
[[File:Sbm saml to tutorial block.png|border|center]]
<br><br>
:14. Go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">User attributes and claims</span> block on MS Azure side and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Pen</span> icon to edit it.
[[File:Ms azure user attributes and claims.png|border|center]]
<br><br>
:15. For <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Unique User Identifier</span>(click on it to edit) please set <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">user.mail</span> variable as <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Source Attribute.</span> It is the parameter that will allow us to differentiate between different user logins.
[[File:Ms azure user attributes and claims identifier.png|border|center]]
<br><br>
[[File:Ms azure user attributes and claims identifier mail.png|border|center]]
<br><br>
:16. For additional claims please add <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Groups</span> option using <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add group claim</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Name</span> with <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add new claim</span> buttons correspondingly.<br>
:You can also add phone and last name if you need. See claims setup example below.
[[File:Ms azure user attributes and claims add claim.png|border|center]]
<br><br>
:17. Copy the claims titles to the corresponding boxes on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SimplyBook.me side.</span>
[[File:Sso saml claims titles copy.png|border|center]]
<br><br>
:18. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Azure Active Directory homepage</span> and go to Users section, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">create all users</span> that you would like to access the system if they are not created yet.
[[File:Ms azure add users path.png|border|center]]
<br><br>
:19. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Groups</span> create groups that will correspond to SimplyBook.me user types. For example, Admins for admin level users, Senior Employees for Senior Employee access, etc.
:You can create only one group if all your users have admin access, for example.
[[File:Ms azure add groups path.png|border|center]]
<br><br>
:20. Add users to the corresponding groups.
[[File:Ms azure add groups users.png|border|center]]
<br><br>
:21. Make sure each group contains the corresponding <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">memberships.</span>
[[File:Ms azure add groups memberships.png|border|center]]
<br><br>
:22. Copy each group <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Object ID</span> to the corresponding box in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">User Group matching</span> settings on SimplyBook.me side.
:(If you have only one group for admins insert same object ID everywhere in that block). Save settings.
[[File:Copy object ids from azure to sbm.png|border|center]]
<br><br>
:23. Once the users are given the access to <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://account.activedirectory.windowsazure.com/r#/applications Applications dashboard]</span> they can log in to SimplyBook.me with their access level by a click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SimplyBook.me application icon.</span>
[[File:Application panel to login with saml.png|border|center]]
<br><br>
:The corresponding user types will be added automatically to your SimplyBook.me account with the data passed according to your settings.
<br><br><br><br>
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span><br>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It is not possible to connect existing SimplyBook.me side users to MS Azure users.</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">For such users it is not possible to reset SimplyBook.me passwords, edit access level, username, access personal data report.</span><br>
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">They need to contact MS Azure administrator if they loose access to applications page or contact SimplyBook.me default admin to request personal data report.</span><br>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If you need to restrict access for such users you can remove or block them on MS Azure side.</span><br>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If you change the group the user is included to on MS Azure side or remove the user there the access level will be updated on SimplyBook.me side within several minutes or the user will be logged out.</span>
<br><br>
<br><br>
 
------
<br><br>
Video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=ONN7Lia_kfc&feature=youtu.be]]
[[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>''Test phone number:''<br>''US: +1 (0) 415 539 0265''
<br><br><br>
'''Please note!''' Not all the countries have available phone numbers. Please contact support to check before voice credits purchase.
* 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 paid Zapier account(please check current pricing with them and if it includes multi-step zaps), 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 can be sentwith New Invoice trigger;
* <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;