SimplyBook.me

Zapier Connector custom feature/da: Difference between revisions

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Created page with "<br><br> ;Sådan bruges det: :1. Aktiver den brugerdefinerede funktion <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Zapier-connector</span> på SimplyBook.me under <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Brugerdefinerede funktioner</span>. 1200px|border | center|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png <br><br> :2. Opret en ny Zap ved..."
 
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;'''Tilgængelige data:'''
;'''Available data:'''
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For bookingrelaterede triggere (Ny booking, Bookingændring, Bookingannullering):</span><br>
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For booking-related triggers(New booking, Booking change, Booking cancellation):</span><br>
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Grundlæggende funktionalitet (uden brugerdefinerede funktioner):</span>
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Basic functionality (no custom features enabled)</span>:
*Virksomhed (login, navn, e-mail, telefon),
*Company (login, name, email, phone),
*Ydelse (navn, beskrivelse, varighed, buffertid),
*Service (name, description, duration, buffer time),
*Udbyder (navn, beskrivelse, e-mail, telefon),
*Provider (name, description, email, phone),
*Klientinfo (navn, e-mail, telefon, adresse, tidszone),
*Client information (name, email, phone, address, timezone),
*Bookingkode (hvis bekræftet, start-/sluttid).
*Booking code (if booking is confirmed, start/end date/time).
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<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Custom features related data</span>:
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Data fra brugerdefinerede funktioner:</span>
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> (service price, currency);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accepter betalinger]]</span> (servicepris, valuta);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Status |Status]]</span> (name, description, color);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Status |Status]]</span> (navn, beskrivelse, farve);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> (approval status: approved, canceled);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Godkend bookinger]]</span> (status: godkendt/annulleret);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Multiple_Locations |Multiple Locations]]</span> (location name, location address (with coordinates), location phone, location description);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Multiple_Locations |Flere lokationer]]</span> (navn, adresse (med koordinater), telefon, beskrivelse);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Categories |Service Categories]]</span> (category name, category description);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Categories |Ydelseskategorier]]</span> (kategorinavn, beskrivelse);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Add-ons |Service Add-ons]]</span> (add-on name, add-on price);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Add-ons |Ekstra services]]</span> (navn og pris);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Intake_Forms |Intake Forms]]</span> (answers).
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Intake_Forms |Indtastningsformularer]]</span> (svar).
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<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For New client trigger</span>:
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For triggeren “Ny klient”:</span>
* Client ID;
* Klient-ID;
* Client name;
* Klientens navn;
* Client email;  
* Klientens e-mail;
* Client phone;  
* Klientens telefonnummer;
* Client address;
* Klientens adresse;
* If client is blocked to login (if <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Client_Login |Client login]]</span> custom feature is enabled);
* Om klienten er blokeret for login (hvis <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Client_Login |Klient-login]]</span> er aktiveret);
* Client registration date.
* Registreringsdato.
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<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For New Offer/Invoice triggers</span>:
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For “Nyt tilbud / Ny faktura”:</span>
* Order ID;  
* Ordre-ID;
* Client name / email / phone;  
* Klientnavn / e-mail / telefon;
* Offer/Invoice description (list of items ordered, information about discount: gift card/coupon/package used);
* Beskrivelse af tilbud/faktura (bestilte varer, rabatoplysninger: gavekort/kupon/pakke anvendt);
* Order amount and currency;
* Ordrebeløb og valuta;
* Discount amount;
* Rabatbeløb;
* Order date and time;
* Ordredato og -tid;
* Offer/Invoice number in SimplyBook.me system (O-XXXXXX or I-XXXXXX);
* Tilbuds-/fakturanummer i SimplyBook.me-systemet (O-XXXXXX eller I-XXXXXX);
* Payment processor (delay, cash, credit card, wire transfer);
* Betalingsmetode (forsinket, kontant, kort, bankoverførsel);
* Payment status (paid, pending) and if payment is received.
* Betalingsstatus (betalt/afventende) og om betaling er modtaget.
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<div lang="en" dir="ltr" class="mw-content-ltr">
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;How to use:
;Sådan bruges det:
:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Zapier connector</span> custom feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page on SimplyBook.me side.
:1. Aktiver den brugerdefinerede funktion <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Zapier-connector</span> på SimplyBook.me under <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Brugerdefinerede funktioner</span>.
[[File:Zapier enable path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]
[[File:Zapier enable path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]
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:2. Create new Zap by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make a Zap</span> button in Zapier interface.
:2. Opret en ny Zap ved at klikke på knappen <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make a Zap</span> i Zapier.
[[File:Zapier redesigned create new zap from dashboard.png|1200px|border| center|link=https://help.simplybook.me/images/6/68/Zapier_redesigned_create_new_zap_from_dashboard.png]]
[[File:Zapier redesigned create new zap from dashboard.png|1200px|border| center|link=https://help.simplybook.me/images/6/68/Zapier_redesigned_create_new_zap_from_dashboard.png]]
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:3. Look for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step.</span>
:3. Find SimplyBook i <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step</span>.
[[File:Zapier redesigned select trigger app.png|1200px|border | center|link=https://help.simplybook.me/images/c/c1/Zapier_redesigned_select_trigger_app.png]]
[[File:Zapier redesigned select trigger app.png|1200px|border | center|link=https://help.simplybook.me/images/c/c1/Zapier_redesigned_select_trigger_app.png]]
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:4. Select the desirable trigger.
:4. Vælg den ønskede trigger.
[[File:Zapier redesigned choose trigger event.png|1200px|border | center|link=https://help.simplybook.me/images/9/94/Zapier_redesigned_choose_trigger_event.png]]
[[File:Zapier redesigned choose trigger event.png|1200px|border | center|link=https://help.simplybook.me/images/9/94/Zapier_redesigned_choose_trigger_event.png]]
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:5. Connect SimplyBook.me account.
:5. Forbind din SimplyBook.me-konto.
[[File:Zapier redesigned connect simplybook account.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Zapier_redesigned_connect_simplybook_account.png]]
[[File:Zapier redesigned connect simplybook account.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Zapier_redesigned_connect_simplybook_account.png]]
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:6. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> to test this step.
:6. Klik på <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Fortsæt</span> for at teste dette trin.
[[File:Zapier redesigned continue to test trigger step.png|1200px|border | center|link=https://help.simplybook.me/images/b/be/Zapier_redesigned_continue_to_test_trigger_step.png]]
[[File:Zapier redesigned continue to test trigger step.png|1200px|border | center|link=https://help.simplybook.me/images/b/be/Zapier_redesigned_continue_to_test_trigger_step.png]]
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:7. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to.
:7. Gå videre til handlingstrinnet og søg efter den app, du vil forbinde SimplyBook.me til.
[[File:Zapier redesigned search for the action app.png|1200px|border | center|link=https://help.simplybook.me/images/9/95/Zapier_redesigned_search_for_the_action_app.png]]
[[File:Zapier redesigned search for the action app.png|1200px|border | center|link=https://help.simplybook.me/images/9/95/Zapier_redesigned_search_for_the_action_app.png]]
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:8. Connect this application account and setup the template using the available data mentioned above.
:8. Forbind appens konto og opsæt skabelonen med de tilgængelige data.
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:9. You can test this step operation as well if necessary or skip it.
:9. Test eventuelt dette trin eller spring det over.
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:10. Finish the setup, add Zap name and turn it on.
:10. Afslut opsætningen, navngiv din Zap og tænd for den.
[[File:Zapier redesigned enable zap.png|1200px|border | center|link=https://help.simplybook.me/images/9/9b/Zapier_redesigned_enable_zap.png]]
[[File:Zapier redesigned enable zap.png|1200px|border | center|link=https://help.simplybook.me/images/9/9b/Zapier_redesigned_enable_zap.png]]
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