Translations:File Uploader - Google Drive custom feature/3/nl: Difference between revisions

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Created page with "1. Schakel deze optie in op uw pagina <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Aangepaste functies</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Meer toevoegen aan de</span> categorie <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Boekingswebsite</span>. File:File upload enable path redesigned.png|1200px|center|link=https://help.simplybook.me/images/8/8c/File_upload_enable_pa..."
 
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Latest revision as of 14:58, 19 May 2025

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Message definition (File Uploader - Google Drive custom feature)
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:File upload enable path redesigned.png|1200px|center|link=https://help.simplybook.me/images/8/8c/File_upload_enable_path_redesigned.png]]
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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:File uploader auth path redesigned.png|1200px|center|link=https://help.simplybook.me/images/2/2b/File_uploader_auth_path_redesigned.png]]
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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:File upload authorized redesigned.png|1200px|center|link=https://help.simplybook.me/images/1/11/File_upload_authorized_redesigned.png]]
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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.
[[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]]
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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>
[[File:Cloud storage client side booking form.png|1200px|center]]
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or sign up <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">([[Special:MyLanguage/Client_Fields_Custom_Feature|Client fields]])</span>
[[File:Cloud storage client side sign up.png|1200px|center]]
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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: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]]
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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: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]]
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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.
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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: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]]
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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 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]]
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1. Schakel deze optie in op uw pagina Aangepaste functies -> Meer toevoegen aan de categorie Boekingswebsite.



2. Aan de rechterkant van de pagina ziet u de instellingen. Klik op Autoriseren om verbinding te maken met uw Google Drive en geef de gevraagde machtigingen.



3. Nadat de verbinding tot stand is gebracht, kunt u de status zien en de link naar de bestandenmap op uw Google Drive gebruiken vanaf dezelfde pagina Aangepaste functies.



4. Ga naar Beheren -> Intakeformulieren of Beheren -> Klantvelden (of schakel een of beide functies in indien nodig) en maak een formulier Bestand uploaden - Google Drive. Maak dit al dan niet verplicht, afhankelijk van uw behoeften.



5. Nadat u de gewenste formulieren hebt aangemaakt, kunnen de klanten hun bestanden uploaden tijdens het boekingsproces (Intakeformulieren)



of zich aanmelden (Klantvelden)



6. Vanuit de beheerdersinterface kunt u de bestanden bekijken en downloaden in de boekingspop-up op de pagina Kalender als het een intakeformulier betreft



of via Beheer -> Klanten -> bewerk het klantendossier als u dit als klantveld hebt .



En natuurlijk kunt u de bestanden indien nodig handmatig uploaden tijdens het maken of bewerken van een nieuwe boeking of klantendossier vanuit de beheerderskant.

7. Als u ook de aangepaste functie SOAP met versleuteling gebruikt, kunt u het toevoegen van bestanden ook inschakelen in de instellingen voor de SOAP-functie op uw pagina Aangepaste functies.



Als resultaat krijgt u het bijbehorende formulier in Beheer -> Klanten -> SOAP-info -> Een bestand toevoegen.





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