Custom Features

1,477 bytes added, 24 July
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<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#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>
<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>
;How to use
[[File:Client fields settings path.png|border|center]]
: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 on the next page to create a new form.[[File:Client fields create Create client form new.png|border|center]]
: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.
:'''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 typesnew.png|border|center]]
: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.
: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]]
:89. 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.:(the fields are shown after the main sign up form and after address if it is enabled in Client Login settings)
[[File:Client fields client side sign up.png|border|center]]
[[File:Client fields client side profile.png|border|center]]
:910. 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]]
: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>
*<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>
:- 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>
[[File:Voice booking.png | left]]
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