FuzzyBot: Importing a new version from external source

2023-02-10T14:56:33Z

Importing a new version from external source

New page

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 -> [[Intake_Forms_custom_feature|Intake forms]] or Manage -> [[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 ([[Intake_Forms_custom_feature|Intake forms]])
[[File:Cloud storage client side booking form.png|1200px|center]]
 
or sign up ([[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 [[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 [[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 [[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]]
 
-------

Translations:Custom Features/202/en - Revision history

FuzzyBot: Importing a new version from external source