File Uploader - Google Drive custom feature/en - Revision history

FuzzyBot: Updating to match new version of source page

2026-02-12T16:39:09Z

Updating to match new version of source page

← Older revision		Revision as of 16:39, 12 February 2026
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	{{#seo:		{{#seo:
	\|title=Google Drive Cloud Storage custom feature - SimplyBook.me		\|title=Google Drive Cloud Storage custom feature - SimplyBook.me
	\|description=~~Upload and store~~ files ~~directly~~ to Google Drive during ~~bookings~~. ~~Organize documents effortlessly~~. ~~Activate now!~~		\|description=Allow clients to upload files to your Google Drive. Collect documents, images during booking. Files automatically saved to designated Drive folder.
	\|titlemode=append		\|titlemode=append
	\|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, cloud storage, files upload, attach file, attach documents, document upload, file upload		\|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, cloud storage, files upload, attach file, attach documents, document upload, file upload

FuzzyBot: Updating to match new version of source page

2025-01-15T15:22:52Z

Updating to match new version of source page

← Older revision		Revision as of 15:22, 15 January 2025
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	<languages/>		<languages/>

	{{#seo:		{{#seo:
	\|title=Cloud Storage custom feature - SimplyBook.me		\|title=Google Drive Cloud Storage custom feature - SimplyBook.me
			\|description=Upload and store files directly to Google Drive during bookings. Organize documents effortlessly. Activate now!
	\|titlemode=append		\|titlemode=append
	\|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, cloud storage, files upload, attach file, attach documents, document upload, file upload		\|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, cloud storage, files upload, attach file, attach documents, document upload, file upload
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	1. Enable this option on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Adding more to the Booking Website</span> category.		1. Enable this option on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Adding more to the Booking Website</span> category.
	[[File:~~Google drive~~ enable path.png\|1200px\|center]]		[[File:File upload enable path redesigned.png\|1200px\|center\|link=https://help.simplybook.me/images/8/8c/File_upload_enable_path_redesigned.png]]
	<br><br>		<br><br>
	2. On the right side of the page you will see it settings. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Authorize</span> to connect to your Google Drive and give the requested permissions.		2. On the right side of the page you will see it settings. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Authorize</span> to connect to your Google Drive and give the requested permissions.
	[[File:~~Google drive~~ auth path.png\|1200px\|center]]		[[File:File uploader auth path redesigned.png\|1200px\|center\|link=https://help.simplybook.me/images/2/2b/File_uploader_auth_path_redesigned.png]]
	<br><br>		<br><br>
	3. After successful connection you will be able to see its status and use the link to the files folder on your Google Drive from the same Custom Features page.		3. After successful connection you will be able to see its status and use the link to the files folder on your Google Drive from the same Custom Features page.
	[[File:~~Google drive authenticated~~.png\|1200px\|center]]		[[File:File upload authorized redesigned.png\|1200px\|center\|link=https://help.simplybook.me/images/1/11/File_upload_authorized_redesigned.png]]
	<br><br>		<br><br>
	4. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Intake_Forms_custom_feature\|Intake forms]]</span> or <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Client_Fields_Custom_Feature\|Client fields]]</span> (or enable one or both features if needed) and create <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">File Uploader - Google Drive</span> form.		4. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Intake_Forms_custom_feature\|Intake forms]]</span> or <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Client_Fields_Custom_Feature\|Client fields]]</span> (or enable one or both features if needed) and create <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">File Uploader - Google Drive</span> form.
	Make it obligatory or not depending on your needs.		Make it obligatory or not depending on your needs.
	[[File:~~Google drive field~~ type.png\|1200px\|center]]		[[File:File type for intake form redesigned.png\|1200px\|center\|link=https://help.simplybook.me/images/d/d3/File_type_for_intake_form_redesigned.png]]
	<br><br>		<br><br>
	5. After you have created the desired forms the clients will be able to upload their files during the booking process <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">([[Special:MyLanguage/Intake_Forms_custom_feature\|Intake forms]])</span>		5. After you have created the desired forms the clients will be able to upload their files during the booking process <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">([[Special:MyLanguage/Intake_Forms_custom_feature\|Intake forms]])</span>
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	<br><br>		<br><br>
	6. From admin side you will be able to see and download the files either <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">in the booking popup</span> on the Calendar page if it is an <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Intake_Forms_custom_feature\|intake form]]</span>		6. From admin side you will be able to see and download the files either <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">in the booking popup</span> on the Calendar page if it is an <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Intake_Forms_custom_feature\|intake form]]</span>
	[[File:~~Cloud storage~~ booking ~~management~~.png\|1200px\|center]]		[[File:View file in intake form in booking redesigned.png\|1200px\|center\|link=https://help.simplybook.me/images/a/a9/View_file_in_intake_form_in_booking_redesigned.png]]
	<br><br>		<br><br>
	or from <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 the client record</span> if you have it as a <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Client_Fields_Custom_Feature\|client field]].</span>		or from <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 the client record</span> if you have it as a <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Client_Fields_Custom_Feature\|client field]].</span>
	[[File:~~Cloud storage~~ client ~~management~~.png\|1200px\|center]]		[[File:Client filed file in client profile redesigned.png\|1200px\|center\|link=https://help.simplybook.me/images/5/50/Client_filed_file_in_client_profile_redesigned.png]]
	<br><br>		<br><br>
	And, for sure, you will be able to manually upload the files during the new booking or client record creation/editing from admin side if necessary.		And, for sure, you will be able to manually upload the files during the new booking or client record creation/editing from admin side if necessary.
	<br><br>		<br><br>
	7. If you are also using <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/SOAP_with_Encryption_custom_feature\| SOAP with Encryption]]</span> custom feature you can also enable attaching the file in the SOAP feature settings on your Custom Features page.		7. If you are also using <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/SOAP_with_Encryption_custom_feature\| SOAP with Encryption]]</span> custom feature you can also enable attaching the file in the SOAP feature settings on your Custom Features page.
	[[File:~~File upload for~~ soap enable.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/9/98/~~File_upload_for_soap_enable~~.png]]		[[File:Attach files to soap enable redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/0/06/Attach_files_to_soap_enable_redesigned.png]]
	<br><br>		<br><br>
	As the result you will have the corresponding form 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;">SOAP info</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Attach a file.</span>		As the result you will have the corresponding form 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;">SOAP info</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Attach a file.</span>
	[[File:File ~~upload for~~ soap ~~upload~~ form.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/c/cf/~~File_upload_for_soap_upload_form~~.png]]		[[File:File in soap in edit clirent form redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/1/1d/File_in_soap_in_edit_clirent_form_redesigned.png]]
	<br><br><br><br>		<br><br><br><br>

FuzzyBot: Updating to match new version of source page

2024-03-18T11:37:18Z

Updating to match new version of source page

New page

<languages/>

{{#seo:
|title=Cloud Storage custom feature - SimplyBook.me
|titlemode=append
|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, cloud storage, files upload, attach file, attach documents, document upload, file upload
}}

[[File:Cloud storage icon.png|left]] Enable this custom feature to allow your clients to upload signed documents or other information directly to your Google drive account.
 
'''Please note!'''
*This functionality is not fully supported in the admin application. If you are using it and need to create bookings from there please make file fields as optional as it is not currently possible to upload files in the application. However you will be able to see files names in already made appointments.
*The uploaded file should be less than 5Mb size and cannot be archive or executable one.

 
;How to use

1. Enable this option on your Custom features page -> Adding more to the Booking Website category.
[[File:Google drive enable path.png|1200px|center]]
 
2. On the right side of the page you will see it settings. Click on Authorize to connect to your Google Drive and give the requested permissions.
[[File:Google drive auth path.png|1200px|center]]
 
3. After successful connection you will be able to see its status and use the link to the files folder on your Google Drive from the same Custom Features page.
[[File:Google drive authenticated.png|1200px|center]]
 
4. Navigate to Manage -> [[Special:MyLanguage/Intake_Forms_custom_feature|Intake forms]] or Manage -> [[Special:MyLanguage/Client_Fields_Custom_Feature|Client fields]] (or enable one or both features if needed) and create File Uploader - Google Drive form.
Make it obligatory or not depending on your needs.
[[File:Google drive field type.png|1200px|center]]
 
5. After you have created the desired forms the clients will be able to upload their files during the booking process ([[Special:MyLanguage/Intake_Forms_custom_feature|Intake forms]])
[[File:Cloud storage client side booking form.png|1200px|center]]
 
or sign up ([[Special:MyLanguage/Client_Fields_Custom_Feature|Client fields]])
[[File:Cloud storage client side sign up.png|1200px|center]]
 
6. From admin side you will be able to see and download the files either in the booking popup on the Calendar page if it is an [[Special:MyLanguage/Intake_Forms_custom_feature|intake form]]
[[File:Cloud storage booking management.png|1200px|center]]
 
or from Manage -> Clients -> edit the client record if you have it as a [[Special:MyLanguage/Client_Fields_Custom_Feature|client field]].
[[File:Cloud storage client management.png|1200px|center]]
 
And, for sure, you will be able to manually upload the files during the new booking or client record creation/editing from admin side if necessary.
 
7. If you are also using [[Special:MyLanguage/SOAP_with_Encryption_custom_feature| SOAP with Encryption]] custom feature you can also enable attaching the file in the SOAP feature settings on your Custom Features page.
[[File:File upload for soap enable.png|1200px|border|center|link=https://help.simplybook.me/images/9/98/File_upload_for_soap_enable.png]]
 
As the result you will have the corresponding form in Manage -> Clients -> SOAP info -> Attach a file.
[[File:File upload for soap upload form.png|1200px|border|center|link=https://help.simplybook.me/images/c/cf/File_upload_for_soap_upload_form.png]]