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From SimplyBook.me

Custom Features

13,765 bytes added, 24 July
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*[[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: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
<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;">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>
<br><br><br>
;How to use
<br><br>
-------
=[[Client_Fields_Custom_Feature|Client Fields]]=
[[File:Client field icon.png|left]]<br>
 
 
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><br><br><br>
<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 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 default client login registration fields. You can click on any of them to rename if needed.
:Press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> button to create a new form.
[[File:Create client form new.png|border|center]]
<br><br>
:4. In the field <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Question title</span> write the question you want your clients to answer.
<br><br>
: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>
*<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>
<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>
: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.
<br><br>:(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 Microsift 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>
:4. Make sure that you have all 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;">necessary usersMicrosoft Teams</span> added in -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">MS AzureUsers and Groups</span> with access to this application as well as on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">MS Teams Azure side.</span>[[File:Ms azure teams users.png|border|center]]
<br><br>
:54. 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>
:65. 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>
:76. 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. (optonal) You can add online meetings link to provider and client notification templates so By default your MS Teams account that both sides receive them with the booking details.<br>To do that please navigate to you have connected in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SettingsStep#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:#d4f8e5cdeffc; padding:5px; border-radius:5px;">Email and sms settings[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> (or in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom featuresMS Azure</span> -> with access to this application as well as <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Flexible_Notifications_custom_feature|Flexible notifications]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;">ManageMS Teams side.</span> if :(you have customized notifications per service and/can add users in MS Azure interface with internal domain or providerinvite using existing email addresses)[[File:Ms azure teams users.png|border|center]]
<br><br>
:9. 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, 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 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>
[[File:Voice booking.png | left]]
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<br><br><br>
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