How to manage bookings: Difference between revisions
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2. Fill in the pop-up form that appears: select or add the client, choose provider and service/class, set the start and end date and times. It is possible to book for a time period that is different from service duration and is multiple of the selected timeframe.<br> | 2. Fill in the pop-up form that appears: select or add the client, choose provider and service/class, set the start and end date and times. It is possible to book for a time period that is different from service duration and is multiple of the selected timeframe.<br> | ||
(It may be required to fill in more fields in the pop-up form in case you use additional <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features|Custom Features]].</span><br> | (It may be required to fill in more fields in the pop-up form in case you use additional <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Custom_Features|Custom Features]].</span><br> | ||
For example, if you are using <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept_payments_custom_feature|Accept Payments]]</span> and wish the invoice to be generated when the booking is added from the admin side you need to check the box <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Receive payment</span> and select the desired payment method before saving the reservation.<br> | For example, if you are using <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Accept_payments_custom_feature|Accept Payments]]</span> and wish the invoice to be generated when the booking is added from the admin side you need to check the box <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Receive payment</span> and select the desired payment method before saving the reservation.<br> | ||
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' This option can be selected during new booking creation only. If the booking was created without invoice generation but you need the invoice to be attached you can cancel such booking and create a new one with the use of <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Receive payment</span> option selected)</span> | <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' This option can be selected during new booking creation only. If the booking was created without invoice generation but you need the invoice to be attached you can cancel such booking and create a new one with the use of <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Receive payment</span> option selected)</span> | ||
[[File:New booking form redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/9/9b/New_booking_form_redesigned.png]] | [[File:New booking form redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/9/9b/New_booking_form_redesigned.png]] | ||
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<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' It is not possible to edit booking that was already cancelled.</span> | <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' It is not possible to edit booking that was already cancelled.</span> | ||
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If you need to allow your clients to change the appointment date and/or time themselves please use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Rescheduling_custom_feature|Client Rescheduling]]</span> custom feature. | If you need to allow your clients to change the appointment date and/or time themselves please use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Client_Rescheduling_custom_feature|Client Rescheduling]]</span> custom feature. | ||
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Or use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Cancel</span> button on the booking website, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">My bookings</span> tab.<br> | Or use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Cancel</span> button on the booking website, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">My bookings</span> tab.<br> | ||
(If you want to prohibit clients from cancelling the appointments, you may need <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[[ | (If you want to prohibit clients from cancelling the appointments, you may need <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[[Special:MyLanguage/Cancellation_Policy_custom_feature| Cancellation Policy Custom Feature]]</span>.</span>) | ||
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