Difference between revisions of "Help Center"
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| − | + | SimplyBook.me is an advanced online scheduling system that allows you to create booking page and manage your reservations from admin interface. Thousands of clients all over the world have chosen our booking software to make their business easy and comfortable to use. | |
| + | |||
| + | SimplyBook provides clients with numerous features that adjust to requirements of your business. Our core features include: | ||
| + | :- Creating booking page with real-time availability of services and staff | ||
| + | :- Insights and statistics about your bookings | ||
| + | :- Ability to create multiple providers, services, categories and locations | ||
| + | :- Accepting payments online | ||
| + | :- Viewing statistics about your reservations, workload and revenue | ||
| + | :- Sending email and sms notifications for clients | ||
| + | :- Adjusting time zone settings if you have clients in different time zones | ||
| + | :- Creating multiple users related to providers | ||
| + | :- Creating individual schedules for staff | ||
| + | :- Creating schedules for specific dates only | ||
| + | :- Creating events | ||
| + | : and much more! | ||
| + | |||
| + | |||
==[[Configuration Menu Page]]== | ==[[Configuration Menu Page]]== | ||
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==[[Plugins]]== | ==[[Plugins]]== | ||
| + | With the help of additional functionalities presented in a form of plugins you can: | ||
| + | :Create specific intake forms for your clients by adding [[Plugins#Additional_fields|additional fields]] | ||
| + | : [[Plugins#Accept_payments|Accept payments online]] | ||
| + | : [[Plugins#Any_Employee_selector| Auto allocating available service provider for service]] | ||
==[[Typical requests]]== | ==[[Typical requests]]== | ||
Revision as of 09:29, 22 October 2015
SimplyBook.me is an advanced online scheduling system that allows you to create booking page and manage your reservations from admin interface. Thousands of clients all over the world have chosen our booking software to make their business easy and comfortable to use.
SimplyBook provides clients with numerous features that adjust to requirements of your business. Our core features include:
- - Creating booking page with real-time availability of services and staff
- - Insights and statistics about your bookings
- - Ability to create multiple providers, services, categories and locations
- - Accepting payments online
- - Viewing statistics about your reservations, workload and revenue
- - Sending email and sms notifications for clients
- - Adjusting time zone settings if you have clients in different time zones
- - Creating multiple users related to providers
- - Creating individual schedules for staff
- - Creating schedules for specific dates only
- - Creating events
- and much more!
Configuration Menu Page
This page contains questions related to the settings of the system. For example, date and time settings, Email and SMS settings, custom translations, system users, clients, company information, services, service providers, design and widgets.
Plugins
With the help of additional functionalities presented in a form of plugins you can:
- Create specific intake forms for your clients by adding additional fields
- Accept payments online
- Auto allocating available service provider for service
Typical requests
Other Questions
Using Zapier.com
Zap tutorial SimplyBook and Gmail
We are often asked how to send confirmation email to more than one email address. It may be needed if client has an agent or if some other people need to receive confirmation letters for clients or service providers. Now this option becomes available with our new application on Zapier!
Firstly, create an additional field for the 2nd recipient in admin Simplybook app with the help of “Additional Fields” plugin.
After creating an additional filed, you will see the variable name. In the picture, it is additional_field_2 (but it can be additional_field_1, additional_field_3…). This variable will contain the alternative email address needed for synchronization with Gmail. Then create a test booking on your Simplybook booking page. It is needed to notify the system that the new additional field was created in the system and is ready for further usage.
When Simplybook preparations are over, it is time to switch to Zapier settings. If you don’t have Zapier account yet, please register and add Simplybook to your list of applications. Detailed instructions, invitation link and examples are here http://blog.simplybook.me/zap-a-new-functionality-to-simplybook-me/ . After that, press “Make a New Zap”.
Next, you will need to connect your SimplyBook account.
Verify your Simplybook account.
Connect and verify your Gmail account.
You can filter SimplyBook events if needed.
In “Match up Simplybook booking to Gmail Email” select recipients of notification and select the variable of your recently created additional field. Please note, that your client will receive 2 email notifications, one from Simplibook (sent immediately) and one from Zapier (is sent in 5 minutes after booking). You may disable email notifications for clients in Simplybook Settings//Email and SMS settings by unchecking the corresponding boxes.
Then enter notification text and press “Continue”. You can create more detailed and rich notification than the one on the example by adding text and using variables from the list.
Test your newly created Zap.
Name it and turn this Zap on.
Check this Zap in the Zap list.
Congratulations, you have created a new connection that will send the copies of confirmation emails to various recipients!
Getting started
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Consult the User's Guide for information on using the wiki software.
