How to manage bookings/en: Difference between revisions

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{{#seo:

|title=How to manage bookings - SimplyBook.me

|description=~~Learn how to manage~~ bookings ~~effectively with SimplyBook~~.me. ~~Use our tools to keep everything organized~~. ~~Start here!~~

|description=Add, edit, cancel bookings from Calendar or Reports. Drag-and-drop to reschedule. View client history, add comments, generate invoices from admin.

|titlemode=append

|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, custom booking page link, domain name, custom domain name, custom url

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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.

(It may be required to fill in more fields in the pop-up form in case you use additional [[Custom_Features|Custom Features]].

(It may be required to fill in more fields in the pop-up form in case you use additional [[Special:MyLanguage/Custom_Features|Custom Features]].

For example, if you are using [[Accept_payments_custom_feature|Accept Payments]] and wish the invoice to be generated when the booking is added from the admin side you need to check the box Receive payment and select the desired payment method before saving the reservation.

For example, if you are using [[Special:MyLanguage/Accept_payments_custom_feature|Accept Payments]] and wish the invoice to be generated when the booking is added from the admin side you need to check the box Receive payment and select the desired payment method before saving the reservation.

'''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 Receive payment option selected)

[[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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'''Please note!''' It is not possible to edit booking that was already cancelled.

If you need to allow your clients to change the appointment date and/or time themselves please use [[Client_Rescheduling_custom_feature|Client Rescheduling]] custom feature.

If you need to allow your clients to change the appointment date and/or time themselves please use [[Special:MyLanguage/Client_Rescheduling_custom_feature|Client Rescheduling]] custom feature.

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Or use Cancel button on the booking website, My bookings tab.

(If you want to prohibit clients from cancelling the appointments, you may need [[~~Custom_Features#Cancellation_Policy~~| Cancellation Policy Custom Feature]].)

(If you want to prohibit clients from cancelling the appointments, you may need [[Special:MyLanguage/Cancellation_Policy_custom_feature| Cancellation Policy Custom Feature]].)

@@ Line 2: / Line 2: @@
 {{#seo:
 |title=How to manage bookings - SimplyBook.me
-|description=Learn how to manage bookings effectively with SimplyBook.me. Use our tools to keep everything organized. Start here!
+|description=Add, edit, cancel bookings from Calendar or Reports. Drag-and-drop to reschedule. View client history, add comments, generate invoices from admin.
 |titlemode=append
 |keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, custom booking page link, domain name, custom domain name, custom url
@@ Line 25: / Line 25: @@
 <br><br>
 . 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>
 [[File:New booking form redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/9/9b/New_booking_form_redesigned.png]]
@@ Line 42: / Line 42: @@
 <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' It is not possible to edit booking that was already cancelled.</span>
 <br><br>
-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.
 <br><br>
@@ Line 61: / Line 61: @@
 <br/><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;">[[Custom_Features#Cancellation_Policy| Cancellation Policy Custom Feature]]</span>.</span>)
+(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>)
 <br><br>
 <br><br>