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

Revision as of 13:34, 30 July 2024

367 bytes added ,  1 month ago
→‎Adding Providers
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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;">Service Providers</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;">Service Providers</span> press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> button.
 
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<nomobile>[[File: Create new provider.png | center]]</nomobile>
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[[File:Add new provider path redesigned.png|1200px | center|link=https://help.simplybook.me/images/2/2f/Add_new_provider_path_redesigned.png]]
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<mobileonly>[[File:M create new provider.png | center]]</mobileonly>
   
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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 provider, set <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">number of clients</span> he/she can serve at a time and write service provider <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">description.</span><br>You can also upload <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">picture</span> and set his/her <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">phone number and email address</span> if necessary. <br>Save settings.<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 provider, set <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">number of clients</span> he/she can serve at a time and write service provider <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">description.</span><br>You can also upload <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">picture</span> and set his/her <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">phone number and email address</span> if necessary. <br>Save settings.<br>
 
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Phone number should be added in international format for SMS notifications to be sent correctly.</span>
 
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Phone number should be added in international format for SMS notifications to be sent correctly.</span>
 
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<nomobile>[[File: Add provider description new.png | center]]</nomobile>
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[[File:Service provider details redesigned.png|1200px | center|link=https://help.simplybook.me/images/2/22/Service_provider_details_redesigned.png]]
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<mobileonly>[[File:M add provider description.png | center]]</mobileonly>
   
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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 provider</span> you would like to make the copy of.
 
Please <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">select the provider</span> you would like to make the copy of.
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[[File:Select provider.png | center]]
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[[File:Click on provider to select redesigned.png|1200px | center|link=https://help.simplybook.me/images/7/7f/Click_on_provider_to_select_redesigned.png]]
 
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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:Provider clone button.png | center]]
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[[File:Provder clone path redesigned.png|1200px | center|link=https://help.simplybook.me/images/c/c9/Provder_clone_path_redesigned.png]]
 
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The following provider settings will be copied:
 
The following provider settings will be copied:
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As the result, one more provider 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 providers are the copies.<br>
 
As the result, one more provider 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 providers are the copies.<br>
 
(You can edit these providers names to adjust them to your needs in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service provider details</span> tab for the corresponding provider)
 
(You can edit these providers names to adjust them to your needs in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service provider details</span> tab for the corresponding provider)
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[[File:Provider clone result.png | center]]
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[[File:Clone in provider name redesigned.png|1200px | center|link=https://help.simplybook.me/images/1/1f/Clone_in_provider_name_redesigned.png]]
 
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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;">Service Providers</span> -> select the provider -> switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services, attached to this service provider</span> tab and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">check the boxes</span> with services this provider will perform. <br>Save settings.
 
In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Providers</span> -> select the provider -> switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services, attached to this service provider</span> tab and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">check the boxes</span> with services this provider will perform. <br>Save settings.
 
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<nomobile>[[File: Attach provider to services.png | center]]</nomobile>
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[[File:Provider edit attached services redesigned.png|1200px | center|link=https://help.simplybook.me/images/2/23/Provider_edit_attached_services_redesigned.png]]
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<mobileonly>[[File:M attach services to provider.png | center]]</mobileonly>
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===How to set schedule for provider===
 
===How to set schedule for provider===
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You can set regular schedule for providers in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Providers</span>, choose necessary provider on the left and switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service provider schedule</span> tab. <br>For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by moving the sliders to desired positions(bright blue line will mean available time). <br>To make day of the week working/off use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">the switchers</span> near days' names.
 
You can set regular schedule for providers in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Providers</span>, choose necessary provider on the left and switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service provider schedule</span> tab. <br>For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by moving the sliders to desired positions(bright blue line will mean available time). <br>To make day of the week working/off use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">the switchers</span> near days' names.
 
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<nomobile>[[File: Provider schedule v3.png | center]]</nomobile>
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[[File:Service provider schedule path in-tab redesigned.png|1200px | center|link=https://help.simplybook.me/images/6/69/Service_provider_schedule_path_in-tab_redesigned.png]]
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<mobileonly>[[File:M set provider schedule.png | center]]</mobileonly>
   
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[[File:Provider schedule details.png | center]]
 
[[File:Provider schedule details.png | center]]
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You can set schedule for some specific date for provider in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Providers</span>, choose necessary provider on the left and switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service provider schedule</span> tab, choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Show advanced settings</span> option and then <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Special days</span> tab. <br>For example, if you work differently on certain date or have day off, you can click on the date and set schedule by clicking on the corresponding slots to make them available (bright blue)/not available (light blue).
 
You can set schedule for some specific date for provider in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Providers</span>, choose necessary provider on the left and switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service provider schedule</span> tab, choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Show advanced settings</span> option and then <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Special days</span> tab. <br>For example, if you work differently on certain date or have day off, you can click on the date and set schedule by clicking on the corresponding slots to make them available (bright blue)/not available (light blue).
 
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<nomobile>[[File:Provider special days v3.png | center]]</nomobile>
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[[File:Provider special days path.png|1200px | center|link=https://help.simplybook.me/images/a/a1/Provider_special_days_path.png]]
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<mobileonly>[[File:M provider special days.png | center]]</mobileonly>
   
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To make some date working/off-day, click on the date and use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Is working day?</span> switcher near the schedule that appears in pop-up.<br>
 
To make some date working/off-day, click on the date and use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Is working day?</span> switcher near the schedule that appears in pop-up.<br>
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<nomobile>[[File: Special day editing.png | center]]</nomobile>
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[[File:Is working day popup redesigned.png|800px | center|link=https://help.simplybook.me/images/8/8e/Is_working_day_popup_redesigned.png]]
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<mobileonly>[[File:M provider add special day.png | center]]</mobileonly>
   
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If you need to remove special day settings for some date, click on the date and press the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">clear special day</span> button.
 
If you need to remove special day settings for some date, click on the date and press the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">clear special day</span> button.
 
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<nomobile>[[File: Clear special day.png | center]]</nomobile>
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[[File:Clear special day redesigned.png|800px | center|link=https://help.simplybook.me/images/c/c7/Clear_special_day_redesigned.png]]
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<mobileonly>[[File:M provider clear special day.png | center]]</mobileonly>
   
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<div style= "padding: 40px 30px; border-radius:20px; width: fit-content; width:-moz-max-content; background: #f1f6ff">'''''You may also need:'''''
 
<div style= "padding: 40px 30px; border-radius:20px; width: fit-content; width:-moz-max-content; background: #f1f6ff">'''''You may also need:'''''
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