Tips for specific businesses: Difference between revisions
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|title=How To Configure Your System Using Online Scheduler SimplyBook.me | |title=How To Configure Your System Using Online Scheduler SimplyBook.me | ||
|description=Explore tailored tips for different business types using SimplyBook.me. Enhance your operations and booking system here! | |||
|titlemode=append | |titlemode=append | ||
|keywords=faq, frequently asked questions, scheduling software, employee scheduling software, free scheduling software, booking calendar, booking software, free online calendar, online calendar, online scheduling, online appointment scheduling, online booking calendar | |keywords=faq, frequently asked questions, scheduling software, employee scheduling software, free scheduling software, booking calendar, booking software, free online calendar, online calendar, online scheduling, online appointment scheduling, online booking calendar | ||
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<span class="qa">[https://www.youtube.com/watch?v= | <span class="qa">[https://www.youtube.com/watch?v=Hr2YQcU_gRI Beauty sphere businesses]</span> | ||
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:'''Video tutorials available ''' | :'''Video tutorials available ''' | ||
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: | :1. <p><youtube>7Z0fHYEaVNo</youtube></p> | ||
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:2. <p><youtube>OsHGL7hNFo</youtube></p> | |||
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:3. <p><youtube>Hr2YQcU_gRI</youtube></p> | |||
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<span class="qa">[[Quest rooms]]</span> | <span class="qa">[[Special:MyLanguage/Quest rooms|Quest rooms]]</span> | ||
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:1. Create service as game with corresponding duration in Manage // Services // "+". Use Manage // Services // Time details to edit service duration.<br> | :1. Create service as game with corresponding duration in Manage // Services // "+". Use Manage // Services // Time details to edit service duration.<br> | ||
[[File:Quest service | [[File:Quest rooms service redesigned.png|1200px | center|link=https://help.simplybook.me/images/2/2f/Quest_rooms_service_redesigned.png ]]<br><br> | ||
:2. Make providers as rooms. In Manage // Service Providers // "+" to add new service provider - create the number of providers equal to the rooms you have.<br> | :2. Make providers as rooms. In Manage // Service Providers // "+" to add new service provider - create the number of providers equal to the rooms you have.<br> | ||
[[File:Quest | [[File:Quest rooms add provider redesigned.png|1200px | center|link=https://help.simplybook.me/images/6/6f/Quest_rooms_add_provider_redesigned.png ]]<br><br> | ||
:3. Make sure that each provider can serve 1 client at a time. <br> | :3. Make sure that each provider can serve 1 client at a time. <br> | ||
[[File:Quest | [[File:Quest rooms 1 client per provider redesigned.png|1200px | center|link=https://help.simplybook.me/images/2/20/Quest_rooms_1_client_per_provider_redesigned.png ]]<br><br> | ||
:4. You can also set specific availability for that room by clicking on "Customize time settings for this provider" on "Service provider schedule" tab in Manage // Service Providers.<br><br> | :4. You can also set specific availability for that room by clicking on "Customize time settings for this provider" on "Service provider schedule" tab in Manage // Service Providers.<br><br> | ||
:5. Rename the word "Employee" on the booking page to "Room" or "Game" in Settings // Custom wording & translations. | :5. Rename the word "Employee" on the booking page to "Room" or "Game" in Settings // Custom wording & translations. | ||
[[File:Quest rooms booking page view v3.png | center ]]<br><br> | [[File:Quest rooms booking page view v3.png | center ]]<br><br> | ||
:6. If each room has different price and you plan to accept payments online with our [[ | :6. If each room has different price and you plan to accept payments online with our [[Special:MyLanguage/Accept payments custom feature| Accept Payments]] custom feature, create more services in Manage // Services // Add service, set price for those services and relate with rooms by checking correponding boxes in "Service providers" tab.<br></translate> | ||
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[[File:Quest rooms connect service to provider.png|1200px| center|link=https://help.simplybook.me/images/2/2f/Quest_rooms_connect_service_to_provider.png ]]<br><br> | |||
:7. If morning game prices are different from evening/weekend game prices - add Morning games and Evening/Weekend games services in Manage // Services, and set corresponding price for each service. Then in Manage // Service Providers create 2 providers for each game and set available hours for providers in "Service provider schedule" tab.<br> | :7. If morning game prices are different from evening/weekend game prices - add Morning games and Evening/Weekend games services in Manage // Services, and set corresponding price for each service. Then in Manage // Service Providers create 2 providers for each game and set available hours for providers in "Service provider schedule" tab.<br> | ||
[[File: | [[File:Quest rooms morning and evening redesigned.png|1200px | center |link=https://help.simplybook.me/images/a/a8/Quest_rooms_morning_and_evening_redesigned.png ]]<br><br> | ||
:8. Connect providers to corresponding services<br> | :8. Connect providers to corresponding services<br> | ||
[[File: | [[File:Quest rooms connect mornig game to morning providers redesigned.png|1200px | center|link=https://help.simplybook.me/images/d/d2/Quest_rooms_connect_mornig_game_to_morning_providers_redesigned.png ]]<br><br> | ||
:9. On the booking page clients will choose morning/weekend hours, select game - and then will see available slots.<br> | :9. On the booking page clients will choose morning/weekend hours, select game - and then will see available slots.<br> | ||
[[File:Quest room booking new.png|1200px| center ]]<br><br> | [[File:Quest room booking new.png|1200px| center ]]<br><br> | ||
:10. If you have fixed schedule, you may need [[ | :10. If you have fixed schedule, you may need [[Special:MyLanguage/Appointment at Fixed Time custom feature| Appointment at fixed time]] custom feature where you can set specific start times for each of your services. <br><br> | ||
:11. With the help of [[ | :11. With the help of [[Special:MyLanguage/Intake Forms custom feature| Intake Forms]] custom feature you can request additional info from clients such as how many clients will be in a group. | ||
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<span class="qa">[https://www.youtube.com/watch?v=1qf4gF3u1Ik Sports and Fitness Businesses]</span> | |||
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:'''Video tutorial available ''' <p><youtube>1qf4gF3u1Ik</youtube></p> | |||
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<span class="qa">[https://www.youtube.com/watch?v=L_nTfyBmCYM Fitness Studio]</span> | <span class="qa">[https://www.youtube.com/watch?v=L_nTfyBmCYM Fitness Studio]</span> | ||
<div class="mw-collapsible-content"><br> | <div class="mw-collapsible-content"><br> | ||
:'''Video tutorial available ''' | :'''Video tutorial available ''' <p><youtube>L_nTfyBmCYM</youtube></p> | ||
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<span class="qa">[https://www.youtube.com/watch?v=SOnGXBaLmbY Child Care]</span> | <span class="qa">[https://www.youtube.com/watch?v=SOnGXBaLmbY Child Care]</span> | ||
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:'''Video tutorial available ''' | :'''Video tutorial available ''' <p><youtube>SOnGXBaLmbY</youtube></p> | ||
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<span class="qa">[https://www.youtube.com/watch?v=EAbMg-puX7A&feature=youtu.be Photographers]</span> | <span class="qa">[https://www.youtube.com/watch?v=EAbMg-puX7A&feature=youtu.be Photographers]</span> | ||
<div class="mw-collapsible-content"><br> | <div class="mw-collapsible-content"><br> | ||
:'''Video tutorial available ''' | :'''Video tutorial available ''' <p><youtube>EAbMg-puX7A</youtube></p> | ||
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<span class="qa">[https://www.youtube.com/watch?v=F-6pYjbMv9E&feature=youtu.be Consultants & Advisors]</span> | <span class="qa">[https://www.youtube.com/watch?v=F-6pYjbMv9E&feature=youtu.be Consultants & Advisors]</span> | ||
<div class="mw-collapsible-content"><br> | <div class="mw-collapsible-content"><br> | ||
:'''Video tutorial available ''' | :'''Video tutorial available ''' <p><youtube>F-6pYjbMv9E</youtube></p> | ||
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<span class="qa">[https://youtu.be/M9_z2Bny6y4 Retail Business]</span> | <span class="qa">[https://youtu.be/M9_z2Bny6y4 Retail Business]</span> | ||
<div class="mw-collapsible-content"><br> | <div class="mw-collapsible-content"><br> | ||
:'''Video tutorial available ''' | :'''Video tutorial available ''' <p><youtube>M9_z2Bny6y4</youtube></p> | ||
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<span class="qa">[https://youtu.be/3FRe7N1BApA Medical Clinic]</span> | <span class="qa">[https://youtu.be/3FRe7N1BApA Medical Clinic]</span> | ||
<div class="mw-collapsible-content"><br> | <div class="mw-collapsible-content"><br> | ||
:'''Video tutorial available ''' | :'''Video tutorial available ''' <p><youtube>3FRe7N1BApA</youtube></p> | ||
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<span class="qa">[https://youtu.be/_9qrKUWfyVo Vaccination]</span> | <span class="qa">[https://youtu.be/_9qrKUWfyVo Vaccination]</span> | ||
<div class="mw-collapsible-content"><br> | <div class="mw-collapsible-content"><br> | ||
:'''Video tutorial available ''' | :'''Video tutorial available ''' <p><youtube>_9qrKUWfyVo</youtube></p> | ||
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<span class="qa">[[Rentals]]</span> | <span class="qa">[[Special:MyLanguage/Rentals|Rentals]]</span> | ||
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If you are offering renting services, [https://simplybook.me/ Simplybook] can become a suitable booking software for you. | If you are offering renting services, [https://simplybook.me/ Simplybook] can become a suitable booking software for you. | ||
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;If you rent items for hours: | ;If you rent items for hours: | ||
:Make your items as providers. For example if you rent musical instruments, create providers Flute, Bass, Violin, etc. | :Make your items as providers. For example if you rent musical instruments, create providers Flute, Bass, Violin, etc. | ||
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;If you rent items for days | ;If you rent items for days | ||
1. In Settings // Main configuration | :1. In Settings // Main configuration set both "Allow service to extend over breaktime" and "Allow service to extend over closing hours" to "Yes".<br/> | ||
[[File:Allow | [[File:Allow to extend over settings redesigned.png|1200px | center|link=https://help.simplybook.me/images/1/1a/Allow_to_extend_over_settings_redesigned.png]]<br/><br/> | ||
2. In Manage // Services // "+" create service with the duration corresponding to the amount of days your service will be offered for (3 days=3 hours, 7 days=7 hours).<br/> | :2. In Manage // Services // "+" create service with the duration corresponding to the amount of days your service will be offered for (3 days=3 hours, 7 days=7 hours).<br/> | ||
[[File: | [[File:3 days service duration redesigned.png|1200px |center|link=https://help.simplybook.me/images/a/a4/3_days_service_duration_redesigned.png]]<br/><br/> | ||
3. In the Settings // Company opening hours (when you have only 1 service) or in the working hours of the service (Manage // Services // Service schedule) open only 1 hour each day.<br/> | :3. In the Settings // Company opening hours (when you have only 1 service) or in the working hours of the service (Manage // Services // Service schedule) open only 1 hour each day.<br/> | ||
[[File:Book days schedule | [[File:Book days service schedule redesigned.png|1200px| center |link=https://help.simplybook.me/images/3/30/Book_days_service_schedule_redesigned.png]] <br/><br/> | ||
4. The system will then book the number of hours indicated in service duration as the number of days.<br/> | :4. The system will then book the number of hours indicated in service duration as the number of days.<br/> | ||
[[File: | [[File:Booked days calendar view redesigned.png|1200px | center|link=https://help.simplybook.me/images/6/69/Booked_days_calendar_view_redesigned.png]]<br/><br/> | ||
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<span class="qa">[[ | <span class="qa">[[Special:MyLanguage/Classes_custom_feature | Classes]]</span> | ||
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See extended tutorial about classes online scheduling [[Classes_custom_feature | here]] | See extended tutorial about classes online scheduling [[Special:MyLanguage/Classes_custom_feature | here]] | ||
<br><br> | <br><br> | ||
And video tutorial how to sell membership related classes [[File:Youtube-Logo.png|link=https://vimeo.com/236888588 | And video tutorial how to sell membership related classes [[File:Youtube-Logo.png|link=https://vimeo.com/236888588]] | ||
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<span class="qa">[https://www.youtube.com/watch?v=x2LkobIWe34 Reservations for Universities]</span> | <span class="qa">[https://www.youtube.com/watch?v=x2LkobIWe34 Reservations for Universities]</span> | ||
<div class="mw-collapsible-content"><br> | <div class="mw-collapsible-content"><br> | ||
:'''Video tutorial available ''' | :'''Video tutorial available ''' <p><youtube>x2LkobIWe34</youtube></p> | ||
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<span class="qa">[[Events_(services_on_particular_dates)#Events_only | Events only]]</span> | <span class="qa">[[Special:MyLanguage/Events_(services_on_particular_dates)#Events_only | Events only]]</span> | ||
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Video available <p><youtube>Edh3_PJ1ua8</youtube></p> | |||
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If you plan to have 1 event or several events without regular services you should do the following: | If you plan to have 1 event or several events without regular services you should do the following: | ||
:1. Close all company opening hours in Settings // Company opening hours - put the switchers near weekday names to "off" position.<br> | :1. Close all company opening hours in Settings // Company opening hours - put the switchers near weekday names to "off" position.<br> | ||
[[File: | [[File:Disable_company_weekly_schedule_redesigned.png|1200px| center|link=https://help.simplybook.me/images/1/12/Disable_company_weekly_schedule_redesigned.png]]<br><br> | ||
:2. Create events you need in Manage // Services // "+". See detailed tutorial about events [[Events_(services_on_particular_dates)| here]]. | :2. Create events you need in Manage // Services // "+". See detailed tutorial about events [[Special:MyLanguage/Events_(services_on_particular_dates)| here]]. | ||
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<span class="qa">[[Adding_services,_providers_and_availability(new_interface)#How_to_set_24.2F7_or_after_00.00_services | 24/7 or after 00.00 services]]</span> | <span class="qa">[[Special:MyLanguage/Adding_services,_providers_and_availability(new_interface)#How_to_set_24.2F7_or_after_00.00_services | 24/7 or after 00.00 services]]</span> | ||
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If your services will cross midnight, after you set up your availability make sure to set "Allow service to extend over closing hours" to "Yes" in Settings//Main configuration. | If your services will cross midnight, after you set up your availability make sure to set "Allow service to extend over closing hours" to "Yes" in Settings//Main configuration. | ||
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<span class="qa">[ | <span class="qa">[[Special:MyLanguage/Multiple Locations custom feature | Different clinics/salons under one account]]</span> | ||
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If you have several clinics/salons/gyms/etc you can use [[ | If you have several clinics/salons/gyms/etc you can use [[Special:MyLanguage/Multiple Locations custom feature| Locations Custom Feature]] and make each clinic or salon a location. You can assign providers who work on that location and while booking your services, clients will first choose location and then service and provider. | ||
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<span class="qa">[[Services limited to the amount of rooms or items]]</span> | <span class="qa">[[Special:MyLanguage/Services limited to the amount of rooms or items|Services limited to the amount of rooms or items]]</span> | ||
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For those companies that are restricted to amount of rooms or items we recommend to check [[ | For those companies that are restricted to amount of rooms or items we recommend to check [[Special:MyLanguage/Limit Bookings custom feature| Limit Bookings Custom Feature]]. | ||
This Custom Feature allows you to restrict booking quantity which can be booked at the same time. This Custom Feature is useful when your services require additional things like dental chair or room in the studio etc. When the booking limit is reached the corresponding time interval will look like breaktime on the booking page (and in the admin interface if you haven't set to skip these restrictions for admin). It is possible to limit booking number at the same time generally, and also you can set certain limit for each service separately. | This Custom Feature allows you to restrict booking quantity which can be booked at the same time. This Custom Feature is useful when your services require additional things like dental chair or room in the studio etc. When the booking limit is reached the corresponding time interval will look like breaktime on the booking page (and in the admin interface if you haven't set to skip these restrictions for admin). It is possible to limit booking number at the same time generally, and also you can set certain limit for each service separately. | ||
<br/><br/> | <br/><br/> | ||
Or as another option you can use [[Related_Resources_custom_feature|Related Resources]] custom feature as it allows to connect equipment, rooms or anything else that is limited in quantity to a service. Different resources can be connected to the same service when needed. You can create all the necessary equipment, define the number of items required for each appointment per service/class and the resources will be automatically attached during the booking process. | Or as another option you can use [[Special:MyLanguage/Related_Resources_custom_feature|Related Resources]] custom feature as it allows to connect equipment, rooms or anything else that is limited in quantity to a service. Different resources can be connected to the same service when needed. You can create all the necessary equipment, define the number of items required for each appointment per service/class and the resources will be automatically attached during the booking process. | ||
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