Service/Provider relations - Revision history

Admin: Marked this version for translation

2025-07-01T08:04:13Z

Marked this version for translation

← Older revision		Revision as of 08:04, 1 July 2025
Line 76:		Line 76:
	<br></translate>		<br></translate>
	<translate>		<translate>
			<!--T:10-->
	'''How to create recurring service:'''		'''How to create recurring service:'''
	<br><br>		<br><br>
Line 123:		Line 124:
	<br/></translate>		<br/></translate>
	<translate>		<translate>
			<!--T:11-->
	<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">		<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">
	<span class="qa">[[Categories_and_Locations#How_to_add_Category\| Having many services]]</span>		<span class="qa">[[Categories_and_Locations#How_to_add_Category\| Having many services]]</span>

Admin at 08:04, 1 July 2025

2025-07-01T08:04:07Z

← Older revision		Revision as of 08:04, 1 July 2025
Line 42:		Line 42:
	<br><br>		<br><br>
	:4. Connect service to necessary provider in "Service providers" tab.		:4. Connect service to necessary provider in "Service providers" tab.
			</translate>
			<translate>
	<!--T:3-->		<!--T:3-->
	==Option 2 (as Event with the help of [[Custom_Features#Classes \| Classes]] custom feature)==		==Option 2 (as Event with the help of [[Custom_Features#Classes \| Classes]] custom feature)==
Line 56:		Line 57:
	<br><br>		<br><br>

			</translate>
			<translate>
	<!--T:4-->		<!--T:4-->
	;How events(classes) work		;How events(classes) work
Line 72:		Line 74:
	You can create recurring services and enable your clients to book a particular amount of sessions.		You can create recurring services and enable your clients to book a particular amount of sessions.
	<br>		<br>
	<br>		<br></translate>
			<translate>
	'''How to create recurring service:'''		'''How to create recurring service:'''
	<br><br>		<br><br>
Line 104:		Line 107:
	*When a client books a service set as recurring with a certain amount of sessions, the number of bookings that are created at one go equals the number of sessions you have set for such service.		*When a client books a service set as recurring with a certain amount of sessions, the number of bookings that are created at one go equals the number of sessions you have set for such service.
	<br><br><br><br>		<br><br><br><br>
			</translate>
			<translate>
	<!--T:9-->		<!--T:9-->
	</div>		</div>
Line 117:		Line 121:
	</div>		</div>
	</div>		</div>
	<br/>		<br/></translate>
			<translate>
	<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">		<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">
	<span class="qa">[[Categories_and_Locations#How_to_add_Category\| Having many services]]</span>		<span class="qa">[[Categories_and_Locations#How_to_add_Category\| Having many services]]</span>

Admin: Marked this version for translation

2025-06-23T13:30:11Z

Marked this version for translation

← Older revision		Revision as of 13:30, 23 June 2025
Line 1:		Line 1:
	<languages/>		<languages/>
	<translate>		<translate>
			<!--T:1-->
	{{#seo:		{{#seo:
	\|title=Frequently Asked Questions about Service And Provider relations in Online Booking System SimplyBook.me		\|title=Frequently Asked Questions about Service And Provider relations in Online Booking System SimplyBook.me
Line 8:		Line 9:
	</translate>		</translate>
	<translate>		<translate>
			<!--T:2-->
	<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">		<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">
	<span class="qa">[[Adding_services,_providers_and_availability(new_interface)#How_to_set_specific_schedule_for_service \| How to create schedules for services]]</span>		<span class="qa">[[Adding_services,_providers_and_availability(new_interface)#How_to_set_specific_schedule_for_service \| How to create schedules for services]]</span>
Line 41:		Line 43:
	:4. Connect service to necessary provider in "Service providers" tab.		:4. Connect service to necessary provider in "Service providers" tab.

			<!--T:3-->
	==Option 2 (as Event with the help of [[Custom_Features#Classes \| Classes]] custom feature)==		==Option 2 (as Event with the help of [[Custom_Features#Classes \| Classes]] custom feature)==
	<br>		<br>
Line 54:		Line 57:


			<!--T:4-->
	;How events(classes) work		;How events(classes) work
	<br>		<br>
Line 73:		Line 77:
	:1. Go to Manage // Services // "Time details" tab on the needed service.		:1. Go to Manage // Services // "Time details" tab on the needed service.

			<!--T:5-->
	:2. Enable "Make service recurring (pack)?" there		:2. Enable "Make service recurring (pack)?" there
	[[File:Recurring service settings redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/1/10/Recurring_service_settings_redesigned.png]]		[[File:Recurring service settings redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/1/10/Recurring_service_settings_redesigned.png]]
Line 79:		Line 84:
	:If you need more specific intervals, you can choose "Or repeat each" and set your service to reoccur every 14 days, for example.		:If you need more specific intervals, you can choose "Or repeat each" and set your service to reoccur every 14 days, for example.

			<!--T:6-->
	:5. Choose the mode for the bookings. Available modes:		:5. Choose the mode for the bookings. Available modes:
	::'''Not allow''' - not allow recurring bookings if one of dates in between unavailable (Using the example below, if 15th is busy, the system will not allow to book 1st and 8th, only days after busy day).		::'''Not allow''' - not allow recurring bookings if one of dates in between unavailable (Using the example below, if 15th is busy, the system will not allow to book 1st and 8th, only days after busy day).
Line 84:		Line 90:
	::'''Add appointments''' - book on all available dates and add dates behind for unavailable in between dates (Using the example below, if 15th is busy, the system will book 1 and 8th and 22nd + 1 day instead of busy 15th, which is August 29th).		::'''Add appointments''' - book on all available dates and add dates behind for unavailable in between dates (Using the example below, if 15th is busy, the system will book 1 and 8th and 22nd + 1 day instead of busy 15th, which is August 29th).

			<!--T:7-->
	:6. Set the number of times your service will repeat in "Repeat count".		:6. Set the number of times your service will repeat in "Repeat count".

			<!--T:8-->
	::''Example'': If you set up Mondays and repeat count 4, when clients book this service from booking page, they will book 4 Mondays at once.		::''Example'': If you set up Mondays and repeat count 4, when clients book this service from booking page, they will book 4 Mondays at once.
	[[File:Recurring dates example.png \|center]]		[[File:Recurring dates example.png \|center]]
Line 97:		Line 105:
	<br><br><br><br>		<br><br><br><br>

			<!--T:9-->
	</div>		</div>
	</div>		</div>

Admin at 13:29, 23 June 2025

2025-06-23T13:29:59Z

← Older revision		Revision as of 13:29, 23 June 2025
Line 1:		Line 1:
			<languages/>
			<translate>
	{{#seo:		{{#seo:
	\|title=Frequently Asked Questions about Service And Provider relations in Online Booking System SimplyBook.me		\|title=Frequently Asked Questions about Service And Provider relations in Online Booking System SimplyBook.me
Line 4:		Line 6:
	\|keywords=faq, frequently asked questions, calendar software, free online calendar, free scheduling software, booking software, online booking system, booking calendar, online appointment scheduling, schedule, online booking calendar, online scheduling		\|keywords=faq, frequently asked questions, calendar software, free online calendar, free scheduling software, booking software, online booking system, booking calendar, online appointment scheduling, schedule, online booking calendar, online scheduling
	}}		}}
			</translate>
			<translate>
	<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">		<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">
	<span class="qa">[[Adding_services,_providers_and_availability(new_interface)#How_to_set_specific_schedule_for_service \| How to create schedules for services]]</span>		<span class="qa">[[Adding_services,_providers_and_availability(new_interface)#How_to_set_specific_schedule_for_service \| How to create schedules for services]]</span>
Line 123:		Line 126:
	</div>		</div>
	<br/>		<br/>
			</translate>

Admin at 12:29, 29 October 2024

2024-10-29T12:29:21Z

← Older revision		Revision as of 12:29, 29 October 2024
Line 119:		Line 119:
	<div class="mw-collapsible-content">		<div class="mw-collapsible-content">
	In Manage// Service Providers // select the desired provider // Services, attached to this service provider check boxes with necessary services to connect them.<br/>		In Manage// Service Providers // select the desired provider // Services, attached to this service provider check boxes with necessary services to connect them.<br/>
	[[File:~~Attach provider to~~ services.png \| center ]]<br/>		[[File:Provider edit attached services redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/2/23/Provider_edit_attached_services_redesigned.png]]<br/>
	</div>		</div>
	</div>		</div>
	<br/>		<br/>

Admin at 12:28, 29 October 2024

2024-10-29T12:28:40Z

← Older revision		Revision as of 12:28, 29 October 2024
Line 71:		Line 71:

	:2. Enable "Make service recurring (pack)?" there		:2. Enable "Make service recurring (pack)?" there
	[[File:~~Make~~ service ~~recurring v3~~.png \| center]]		[[File:Recurring service settings redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/1/10/Recurring_service_settings_redesigned.png]]
	<br><br>		<br><br>
	:4. Choose when your service will repeat. Select "Repeat weekly (please select week days)" and day/days of the week (e.g Mondays) when your service occurs. <br>		:4. Choose when your service will repeat. Select "Repeat weekly (please select week days)" and day/days of the week (e.g Mondays) when your service occurs. <br>
Line 86:		Line 86:
	[[File:Recurring dates example.png \|center]]		[[File:Recurring dates example.png \|center]]
	<br><br>		<br><br>
	'''Please note!''' If you make the recurring service paid, the amount that you set as the service price is the total for all the sessions.<br>		'''Please note!'''
			*If you make the recurring service paid, the amount that you set as the service price is the total for all the sessions.<br>
	It is currently not possible to set single session price for the recurring service packs.<br>		It is currently not possible to set single session price for the recurring service packs.<br>
	That is why if you have single service and decide to make a recurring booking for it from the admin side/[[Point_of_Sale_custom_feature\|POS]] interface, its price will not be multiplied by the number of selected sessions.		That is why if you have single service and decide to make a recurring booking for it from the admin side/[[Point_of_Sale_custom_feature\|POS]] interface, its price will not be multiplied by the number of selected sessions.
			*It is not possible to reschedule bookings related to recurring batch with [[Client Rescheduling custom feature\|Client rescheduling]] feature.
			*When a client books a service set as recurring with a certain amount of sessions, the number of bookings that are created at one go equals the number of sessions you have set for such service.
	<br><br><br><br>		<br><br><br><br>

	</div>		</div>
	</div>		</div>

Admin at 12:27, 29 October 2024

2024-10-29T12:27:31Z

← Older revision		Revision as of 12:27, 29 October 2024
Line 22:		Line 22:
	:1. In Manage//Services click on "+" icon to create new service.		:1. In Manage//Services click on "+" icon to create new service.
	<br>		<br>
	[[File:Create new service.png \| center ]]		[[File:Create new service redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/2/2d/Create_new_service_redesigned.png ]]
	<br>		<br>
	:2. In Manage//Services choose "Service schedule" tab on the newly created service switch on the option "Do you want to set service on special days only?".		:2. In Manage//Services choose "Service schedule" tab on the newly created service switch on the option "Do you want to set service on special days only?".
	<br>		<br>
	[[File: ~~Special~~ days only ~~new~~.png \| center]]		[[File:Service special days only redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/f/f2/Service_special_days_only_redesigned.png]]
	<br><br>		<br><br>
	:3. Then use the calendar, click on the dates that you want to open and set the schedule for these dates by moving the sliders(bright blue zone is open time).		:3. Then use the calendar, click on the dates that you want to open and set the schedule for these dates by moving the sliders(bright blue zone is open time).
	<br>		<br>
	[[File:~~Special day setup~~.png \| center]]		[[File:Events set schedule by date redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/c/c6/Events_set_schedule_by_date_redesigned.png]]
	<br><br>		<br><br>
	:If you need to select several dates at once please switch on "Enable group dates selection?", choose the dates to edit and click on "Setup schedule" to set the times.		:If you need to select several dates at once please switch on "Enable group dates selection?", choose the dates to edit and click on "Setup schedule" to set the times.
	<br>		<br>
	[[File:~~Several~~ dates ~~at once~~.png \|center]]		[[File:Events group dates selection redesigned.png\|1200px \|center\|link=https://help.simplybook.me/images/6/61/Events_group_dates_selection_redesigned.png]]
	<br><br>		<br><br>
	:4. Connect service to necessary provider in "Service providers" tab.		:4. Connect service to necessary provider in "Service providers" tab.
Line 41:		Line 41:
	<br>		<br>
	:1. Enable Classes custom feature on your Custom features page.		:1. Enable Classes custom feature on your Custom features page.
	[[File:Classes enable path ~~new cf~~.png \| center]]		[[File:Classes enable path redesigned.png\|1200px\|border \| center\|link=https://help.simplybook.me/images/e/ef/Classes_enable_path_redesigned.png]]
	<br><br>		<br><br>
	:2. Navigate to Manage//Classes page and create a new class.		:2. Navigate to Manage//Classes page and create a new class.
	[[File:Create new class v3.png \| center ]]		[[File:Create new class form redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/0/04/Create_new_class_form_redesigned.png ]]
	<br/><br/>		<br/><br/>
	:3. Choose "Class schedule" tab on the newly created class and switch on the option "Do you want to set service on special days only?"		:3. Choose "Class schedule" tab on the newly created class and switch on the option "Do you want to set service on special days only?"
	:4. Then use the calendar, click on the dates that you want to open and set the schedule for these dates by moving the sliders(bright blue zone is open time).		:4. Then use the calendar, click on the dates that you want to open and set the schedule for these dates by moving the sliders(bright blue zone is open time).
	<br><br>		<br><br>


	;How events(classes) work		;How events(classes) work
	<br>		<br>
	The general logic of event(class) is creating Service + Provider related to it with dates selected in the settings of the event(class) as special days. When you use [[Custom_Features#Classes \| Classes]] custom feature the event creates service+provider related to it with identical name. In order to preserve proper functioning of the event on the dates needed, you should not delete provider with identical name related to event (but you can easily change his/her name) and should not disconnect provider from the event. <br/>		The general logic of event(class) is creating Service + Provider related to it with dates selected in the settings of the event(class) as special days. When you use [[Custom_Features#Classes \| Classes]] custom feature the event creates service+provider related to it with identical name. In order to preserve proper functioning of the event on the dates needed, you should not delete provider with identical name related to event (but you can easily change his/her name) and should not disconnect provider from the event. <br/>
	[[File:Event client side booking.png\|1200px\| center]]		[[File:Event client side booking.png\|1200px\|border \| center]]
	<br><br>		<br><br>
	</div>		</div>

Admin at 12:01, 29 October 2024

2024-10-29T12:01:21Z

← Older revision		Revision as of 12:01, 29 October 2024
Line 11:		Line 11:
	:1. Go to Manage // Services// Add service and create all necessary services.<br/>		:1. Go to Manage // Services// Add service and create all necessary services.<br/>
	:2. Then in Manage // Services click on "Service schedule" tab and set schedule for each service.<br/>		:2. Then in Manage // Services click on "Service schedule" tab and set schedule for each service.<br/>
	[[File:~~Edit service~~ schedule.png \| center ~~]]<br~~/>		[[File:Service schedule path redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/e/ec/Service_schedule_path_redesigned.png ]]<br/><br/>
	:3. ~~In Manage~~ // ~~Services~~ // ~~"Service providers" tab you can relate this service to providers by checking corresponding boxes.<br>~~
	~~(Read more about [[Adding_services,_providers_and_availability(new_interface)#Adding_Providers \| adding providers]])<br/>~~
	~~[[File:Attach providers to service v3~~.png ~~\| center~~]]<br/><br/>
	</div>		</div>
	</div>		</div>

Admin at 07:40, 4 August 2021

2021-08-04T07:40:02Z

← Older revision		Revision as of 07:40, 4 August 2021
Line 56:		Line 56:
	<br>		<br>
	The general logic of event(class) is creating Service + Provider related to it with dates selected in the settings of the event(class) as special days. When you use [[Custom_Features#Classes \| Classes]] custom feature the event creates service+provider related to it with identical name. In order to preserve proper functioning of the event on the dates needed, you should not delete provider with identical name related to event (but you can easily change his/her name) and should not disconnect provider from the event. <br/>		The general logic of event(class) is creating Service + Provider related to it with dates selected in the settings of the event(class) as special days. When you use [[Custom_Features#Classes \| Classes]] custom feature the event creates service+provider related to it with identical name. In order to preserve proper functioning of the event on the dates needed, you should not delete provider with identical name related to event (but you can easily change his/her name) and should not disconnect provider from the event. <br/>
	[[File:Event ~~new theme~~.png \| center]]		[[File:Event client side booking.png\|1200px\| center]]
	<br><br>		<br><br>
	</div>		</div>

Admin at 13:42, 3 August 2021

2021-08-03T13:42:30Z

← Older revision		Revision as of 13:42, 3 August 2021
Line 88:		Line 88:
	[[File:Recurring dates example.png \|center]]		[[File:Recurring dates example.png \|center]]
	<br><br>		<br><br>
			'''Please note!''' If you make the recurring service paid, the amount that you set as the service price is the total for all the sessions.<br>
			It is currently not possible to set single session price for the recurring service packs.<br>
			That is why if you have single service and decide to make a recurring booking for it from the admin side/[[Point_of_Sale_custom_feature\|POS]] interface, its price will not be multiplied by the number of selected sessions.
			<br><br><br><br>
	</div>		</div>
	</div>		</div>