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Adding services, providers and availability(new interface) (view source)

Revision as of 13:23, 30 July 2024

353 bytes added ,  1 month ago
→‎Adding services
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In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> button.
 
In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> button.
 
<br><br>
 
<br><br>
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<nomobile>[[File:Create new service.png | center]]</nomobile>
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[[File:Create new service redesigned.png|1200px | center|link=https://help.simplybook.me/images/2/2d/Create_new_service_redesigned.png]]
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<mobileonly>[[File:M add new service.png | center]]</mobileonly>
+
 
 
<br><br>
 
<br><br>
 
On <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">the right-side</span> of the page insert the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">name</span> of your service and add service <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">description.</span> <br>It is possible to use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#HTML_Description_Field_for_Events | HTML formatting for service description]]</span> to change the font, its color, etc.<br>You can also <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">upload picture</span> of a service, and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">activate prices</span> to <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments | accept payments on-line]].</span>
 
On <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">the right-side</span> of the page insert the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">name</span> of your service and add service <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">description.</span> <br>It is possible to use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#HTML_Description_Field_for_Events | HTML formatting for service description]]</span> to change the font, its color, etc.<br>You can also <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">upload picture</span> of a service, and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">activate prices</span> to <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments | accept payments on-line]].</span>
 
<br><br>
 
<br><br>
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<nomobile>[[File:Add service details.png | center]]</nomobile>
+
[[File:Service creation form redesigned.png|1200px | center|link=https://help.simplybook.me/images/9/9d/Service_creation_form_redesigned.png]]
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<mobileonly>[[File:M add service details.png | center]]</mobileonly>
   
<br><br>
 
<br><br>
 
===How to clone a service===
 
===How to clone a service===
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Cloning option will definitely help you.<br>
 
Cloning option will definitely help you.<br>
 
Please <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">select the service</span> you would like to make the copy of.
 
Please <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">select the service</span> you would like to make the copy of.
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[[File:Select the service.png | center]]
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[[File:Click to select service redesigned.png|1200px | center|link=https://help.simplybook.me/images/c/c8/Click_to_select_service_redesigned.png]]
 
<br><br>
 
<br><br>
 
Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clone</span> button in the top right corner, confirm the copying of the settings.
 
Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clone</span> button in the top right corner, confirm the copying of the settings.
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[[File:Service clone button.png | center]]
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[[File:Clone service path redesigned.png|1200px| center|link=https://help.simplybook.me/images/2/20/Clone_service_path_redesigned.png]]
 
The following service settings will be copied:
 
The following service settings will be copied:
 
*service name
 
*service name
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As the result, one more service will be added with <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clone</span> added to its name so that you will be able to easily see which services are the copies.<br>
 
As the result, one more service will be added with <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clone</span> added to its name so that you will be able to easily see which services are the copies.<br>
 
(You can edit these services names to adjust them to your needs in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Details</span> tab for the corresponding service)
 
(You can edit these services names to adjust them to your needs in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Details</span> tab for the corresponding service)
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[[File:Service clone result.png | center]]
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[[File:Cloned service name redesigned.png|1200px | center|link=https://help.simplybook.me/images/3/31/Cloned_service_name_redesigned.png]]
 
<br><br>
 
<br><br>
 
===How to set service duration===
 
===How to set service duration===
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In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> after the service selection on the right-side of the page choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Time details</span> tab to set duration for your service.
 
In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> after the service selection on the right-side of the page choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Time details</span> tab to set duration for your service.
 
<br><br>
 
<br><br>
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<nomobile>[[File:Time details path.png | center]]</nomobile>
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[[File:Service time details path redesigned.png|1200px| center|link=https://help.simplybook.me/images/d/d8/Service_time_details_path_redesigned.png]]
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<mobileonly>[[File:M add service time details.png | center]]</mobileonly>
   
<br><br>
 
<br><br>
 
It is also possible to set service as <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Recurring_services(packs) | recurring]]</span> here.
 
It is also possible to set service as <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Recurring_services(packs) | recurring]]</span> here.
 
<br><br>
 
<br><br>
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<nomobile>[[File:Make service recurring.png | center]]</nomobile>
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[[File:Recurring settings block redesigned.png|1200px | center|link=https://help.simplybook.me/images/c/cc/Recurring_settings_block_redesigned.png]]
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<mobileonly>[[File:M make service recurring.png | center]]</mobileonly>
   
<br><br>
 
<br><br>
 
As well you can set fixed starting times for your service. Please check more about Appointment at Fixed Time Custom Feature <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Appointment_at_Fixed_Time | here]].</span>
 
As well you can set fixed starting times for your service. Please check more about Appointment at Fixed Time Custom Feature <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Appointment_at_Fixed_Time | here]].</span>
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Or click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Show advanced settings</span> if using the slots view is more convenient for you.
 
Or click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Show advanced settings</span> if using the slots view is more convenient for you.
 
<br><br>
 
<br><br>
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<nomobile>[[File: Edit service schedule.png | center]] </nomobile>
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[[File:Service schedule path redesigned.png|1200px | center|link=https://help.simplybook.me/images/e/ec/Service_schedule_path_redesigned.png]]
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<mobileonly>[[File:M set service schedule.png | center]]</mobileonly>
   
<br><br>
 
<br><br>
 
If the service has the same schedule as company you do not need to change anything there, it will be applied automatically.<br>
 
If the service has the same schedule as company you do not need to change anything there, it will be applied automatically.<br>
 
You will be able to check it on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Advanced schedule</span> page.
 
You will be able to check it on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Advanced schedule</span> page.
 
<br><br>
 
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<nomobile>[[File:Services - company schedule.png | center]]</nomobile>
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[[File:Company schedule used redesigned.png|1200px | center|link=https://help.simplybook.me/images/5/5d/Company_schedule_used_redesigned.png]]
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<mobileonly>[[File:M service advanced schedule- company default.png | center]]</mobileonly>
   
<br><br>
 
<br><br>
 
If you need to set some exceptions in service schedule for holidays or other needs please choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Special days</span> tab there and set times for the desired dates.
 
If you need to set some exceptions in service schedule for holidays or other needs please choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Special days</span> tab there and set times for the desired dates.
 
<br><br>
 
<br><br>
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<nomobile>[[File: Service special days.png | center]]</nomobile>
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[[File:Service schedule sepcial days tab redesigned.png|1200px| center|link=https://help.simplybook.me/images/5/55/Service_schedule_sepcial_days_tab_redesigned.png]]
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<mobileonly>[[File:M service special dayschedule.png | center]]</mobileonly>
   
<br><br>
 
<br><br>
 
===How to set 24/7 or after 00.00 services===
 
===How to set 24/7 or after 00.00 services===
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