Categories and Locations/en - Revision history

FuzzyBot: Updating to match new version of source page

2026-01-30T17:29:49Z

Updating to match new version of source page

← Older revision		Revision as of 17:29, 30 January 2026
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	{{#seo:		{{#seo:
	\|title= Create And Manage Categories and Locations in Online Scheduling Software SimplyBook.me		\|title= Create And Manage Categories and Locations in Online Scheduling Software SimplyBook.me
	\|description=Organize ~~your~~ services by ~~categories or~~ locations ~~for better clarity~~. Manage ~~your business structure effectively~~. ~~Start here!~~		\|description=Organize with categories and locations. Group services by category, assign providers to locations. Manage multi-location businesses efficiently.
	\|titlemode=append		\|titlemode=append
	\|keywords=faq, frequently asked questions, online booking system, online booking calendar, scheduling app, free scheduling software, schedule, employee scheduling software, calendar software, scheduling software, booking software, free online calendar		\|keywords=faq, frequently asked questions, online booking system, online booking calendar, scheduling app, free scheduling software, schedule, employee scheduling software, calendar software, scheduling software, booking software, free online calendar

FuzzyBot: Updating to match new version of source page

2025-08-11T10:10:41Z

Updating to match new version of source page

← Older revision		Revision as of 10:10, 11 August 2025
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	=How to add Category=		=How to add Category=
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	[[~~Custom_Features#Service_Categories~~\| Categories]] are designed to group services. Can be added with the help of [[~~Custom_Features#Service_Categories~~\| Service Categories]] Custom Feature.		[[Special:MyLanguage/Service_Categories_custom_feature\| Categories]] are designed to group services. Can be added with the help of [[Special:MyLanguage/Service_Categories_custom_feature\| Service Categories]] Custom Feature.
	;How to add:		;How to add:
	:Enable [[~~Custom_Features#Service_Categories~~\| Service Categories]] Custom Feature. Then in Manage // Services // "+" - create all necessary categories. Click on "Category services" tab for corresponding category and check the boxes with services to connect with category.<br/>		:Enable [[Special:MyLanguage/Service_Categories_custom_feature\| Service Categories]] Custom Feature. Then in Manage // Services // "+" - create all necessary categories. Click on "Category services" tab for corresponding category and check the boxes with services to connect with category.<br/>
	[[File:Create new category path redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/f/f1/Create_new_category_path_redesigned.png]]		[[File:Create new category path redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/f/f1/Create_new_category_path_redesigned.png]]
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	=How to add Location=		=How to add Location=
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	[[~~Custom_Features#Multiple_Locations~~\| Locations]] are designed to group providers. Can be added with the help of [[~~Custom_Features#Multiple_Locations~~\| Multiple Locations Custom Feature]].		[[Special:MyLanguage/Multiple_Locations_custom_feature\| Locations]] are designed to group providers. Can be added with the help of [[Special:MyLanguage/Multiple_Locations_custom_feature\| Multiple Locations Custom Feature]].
	;How to add:		;How to add:
	:Enable "[[~~Custom_Features#Multiple_Locations~~ \|Multiple Locations]]" Custom Feature and add locations either in the settings of the Custom Feature or in Manage // Service Providers // "+" to add a new location. Click on "Location providers" tab for corresponding location and check the boxes with service providers to connect to location.<br/>		:Enable "[[Special:MyLanguage/Multiple_Locations_custom_feature \|Multiple Locations]]" Custom Feature and add locations either in the settings of the Custom Feature or in Manage // Service Providers // "+" to add a new location. Click on "Location providers" tab for corresponding location and check the boxes with service providers to connect to location.<br/>
	[[File:Create new location redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/1/15/Create_new_location_redesigned.png]]		[[File:Create new location redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/1/15/Create_new_location_redesigned.png]]
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	=How to connect location with service=		=How to connect location with service=
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	=How to set schedule for location=		=How to set schedule for location=
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	=How to add location variables to emails=		=How to add location variables to emails=
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FuzzyBot: Updating to match new version of source page

2025-06-09T14:46:11Z

Updating to match new version of source page

New page

<languages/>
{{#seo:
|title= Create And Manage Categories and Locations in Online Scheduling Software SimplyBook.me
|description=Organize your services by categories or locations for better clarity. Manage your business structure effectively. Start here!
|titlemode=append
|keywords=faq, frequently asked questions, online booking system, online booking calendar, scheduling app, free scheduling software, schedule, employee scheduling software, calendar software, scheduling software, booking software, free online calendar
}}
=How to add Category=
 
[[Custom_Features#Service_Categories| Categories]] are designed to group services. Can be added with the help of [[Custom_Features#Service_Categories| Service Categories]] Custom Feature.
;How to add:
:Enable [[Custom_Features#Service_Categories| Service Categories]] Custom Feature. Then in Manage // Services // "+" - create all necessary categories. Click on "Category services" tab for corresponding category and check the boxes with services to connect with category. 
[[File:Create new category path redesigned.png|1200px | center|link=https://help.simplybook.me/images/f/f1/Create_new_category_path_redesigned.png]]
 

=How to add Location=
 
[[Custom_Features#Multiple_Locations| Locations]] are designed to group providers. Can be added with the help of [[Custom_Features#Multiple_Locations| Multiple Locations Custom Feature]].
;How to add:
:Enable "[[Custom_Features#Multiple_Locations |Multiple Locations]]" Custom Feature and add locations either in the settings of the Custom Feature or in Manage // Service Providers // "+" to add a new location. Click on "Location providers" tab for corresponding location and check the boxes with service providers to connect to location. 
[[File:Create new location redesigned.png|1200px | center|link=https://help.simplybook.me/images/1/15/Create_new_location_redesigned.png]]
 
 

=How to connect location with service=
 
Locations can be related only to service providers, thus if you need to relate service to particular location, you need initially to relate service to service provider:
 
:1. In Manage//Service Providers switch to “Services, attached to this service provider” tab for the selected provider and check the boxes with services this provider will perform. Save settings.
 
[[File:Edit services attached to provider redesigned.png|1200px | center|link=https://help.simplybook.me/images/0/01/Edit_services_attached_to_provider_redesigned.png]]
 
:2. In Manage//Providers choose location and switch to “Location providers” tab to attach providers to this location by checking the corresponding boxes. Save settings.
 
[[File:Connect provider to location redesigned.png|1200px | center|link=https://help.simplybook.me/images/a/ae/Connect_provider_to_location_redesigned.png]]
 
 

=How to set schedule for location=
 
You can set individual schedule for the provider and then relate provider to the location. Thus working hours of the provider related to location will automatically apply to location.
 
:1. To set individual schedule for provider please go to Manage//Service Providers, choose necessary provider on the left and switch to “Service provider schedule” tab. For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by moving the sliders to make time available (bright blue)/not available (light blue). To make day of the week working/off use switchers near weekday names.
 
[[File:Service provider schedule for location redesigned.png|1200px | center|link=https://help.simplybook.me/images/c/c7/Service_provider_schedule_for_location_redesigned.png]]
 
:2. In Manage//Service Providers choose location and switch to “Location providers” tab to attach provider to location by checking corresponding boxes. Save settings.
 
[[File:Connect provider to location redesigned.png|1200px | center|link=https://help.simplybook.me/images/a/ae/Connect_provider_to_location_redesigned.png]]
 
 

=How to add location variables to emails=
 
In Settings // Email and SMS settings insert the following variables into your email templates: 
 
[[File:Add location variables to notifications templates.png|1200px| center|link=https://help.simplybook.me/images/2/26/Add_location_variables_to_notifications_templates.png ]]
 
:'''[location]''' - value of field "Location name"
:'''[location_address]''' - value of field "Location address"
:'''[location_phone]''' - value of field "Location phone"
:'''[location_description]''' - value of field "Location description"