Difference between revisions of "Adding services, providers and availability(new interface)"
From SimplyBook.me
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:Video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=rEwLLnFsM2A&feature=youtu.be]] | :Video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=rEwLLnFsM2A&feature=youtu.be]] | ||
===How to create a service=== | ===How to create a service=== | ||
| − | In Manage// | + | In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> button. |
<br><br> | <br><br> | ||
<nomobile>[[File:Create new service.png | center]]</nomobile> | <nomobile>[[File:Create new service.png | center]]</nomobile> | ||
<mobileonly>[[File:M add new service.png | center]]</mobileonly> | <mobileonly>[[File:M add new service.png | center]]</mobileonly> | ||
<br><br> | <br><br> | ||
| − | + | On <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">the right-side</span> of the page insert the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">name</span> of your service and add service <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">description.</span> <br>It is possible to use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#HTML_Description_Field_for_Events | HTML formatting for service description]]</span> to change the font, its color, etc.<br>You can also <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">upload picture</span> of a service, and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">activate prices</span> to <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments | accept payments on-line]].</span> | |
<br><br> | <br><br> | ||
<nomobile>[[File:Add service details.png | center]]</nomobile> | <nomobile>[[File:Add service details.png | center]]</nomobile> | ||
| Line 26: | Line 26: | ||
It may happen that you need to create several similar services with the same settings. | It may happen that you need to create several similar services with the same settings. | ||
Cloning option will definitely help you.<br> | Cloning option will definitely help you.<br> | ||
| − | Please select the service you would like to make the copy of. | + | Please <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">select the service</span> you would like to make the copy of. |
[[File:Select the service.png | center]] | [[File:Select the service.png | center]] | ||
<br><br> | <br><br> | ||
| − | Click on "Clone | + | Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clone</span> button in the top right corner, confirm the copying of the settings. |
[[File:Service clone button.png | center]] | [[File:Service clone button.png | center]] | ||
The following service settings will be copied: | The following service settings will be copied: | ||
*service name | *service name | ||
*service description | *service description | ||
| − | *service price if [[Custom_Features#Accept_Payments | Accept payments feature]] is enabled and set | + | *service price if <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments | Accept payments feature]]</span> is enabled and set |
*service image | *service image | ||
*service schedule | *service schedule | ||
| − | *[[Custom_Features#Flexible_Notifications | Flexible Notifications feature]] settings if enabled and set | + | *<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Flexible_Notifications | Flexible Notifications feature]]</span> settings if enabled and set |
| − | *[[Custom_Features#Book_Soon_Notification_System | Book Soon Notification System feature]] settings if enabled and set | + | *<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Book_Soon_Notification_System | Book Soon Notification System feature]]</span> settings if enabled and set |
| − | *[[Custom_Features#Appointment_at_Fixed_Time | Appointment at Fixed Time feature]] settings if enabled and set | + | *<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Appointment_at_Fixed_Time | Appointment at Fixed Time feature]]</span> settings if enabled and set |
| − | As the result, one more service will be added with "Clone | + | As the result, one more service will be added with <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clone</span> added to its name so that you will be able to easily see which services are the copies.<br> |
| − | (You can edit these services names to adjust them to your needs in "Service Details | + | (You can edit these services names to adjust them to your needs in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Details</span> tab for the corresponding service) |
[[File:Service clone result.png | center]] | [[File:Service clone result.png | center]] | ||
<br><br> | <br><br> | ||
===How to set service duration=== | ===How to set service duration=== | ||
<br><br> | <br><br> | ||
| − | In Manage// | + | In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> after the service selection on the right-side of the page choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Time details</span> tab to set duration for your service. |
<br><br> | <br><br> | ||
<nomobile>[[File:Time details path.png | center]]</nomobile> | <nomobile>[[File:Time details path.png | center]]</nomobile> | ||
<mobileonly>[[File:M add service time details.png | center]]</mobileonly> | <mobileonly>[[File:M add service time details.png | center]]</mobileonly> | ||
<br><br> | <br><br> | ||
| − | It is possible to set service as [[Recurring_services(packs) | recurring]] here. | + | It is also possible to set service as <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Recurring_services(packs) | recurring]]</span> here. |
<br><br> | <br><br> | ||
<nomobile>[[File:Make service recurring.png | center]]</nomobile> | <nomobile>[[File:Make service recurring.png | center]]</nomobile> | ||
<mobileonly>[[File:M make service recurring.png | center]]</mobileonly> | <mobileonly>[[File:M make service recurring.png | center]]</mobileonly> | ||
<br><br> | <br><br> | ||
| − | As well you can set fixed starting times for your service. Please check more about Appointment at Fixed Time Custom Feature [[Custom_Features#Appointment_at_Fixed_Time | here]]. | + | As well you can set fixed starting times for your service. Please check more about Appointment at Fixed Time Custom Feature <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Appointment_at_Fixed_Time | here]].</span> |
<br><br> | <br><br> | ||
===How to set specific schedule for service=== | ===How to set specific schedule for service=== | ||
<br><br> | <br><br> | ||
| − | In Manage/ | + | In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> -> select the service -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service schedule</span> tab move the sliders to set |
open times for this service if it differs from usual company schedule.<br> | open times for this service if it differs from usual company schedule.<br> | ||
| − | Or click on "Show advanced settings | + | Or click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Show advanced settings</span> if using the slots view is more convenient for you. |
<br><br> | <br><br> | ||
<nomobile>[[File: Edit service schedule.png | center]] </nomobile> | <nomobile>[[File: Edit service schedule.png | center]] </nomobile> | ||
<mobileonly>[[File:M set service schedule.png | center]]</mobileonly> | <mobileonly>[[File:M set service schedule.png | center]]</mobileonly> | ||
<br><br> | <br><br> | ||
| − | If the service has the same schedule as company you do not | + | If the service has the same schedule as company you do not need to change anything there, it will be applied automatically.<br> |
| − | You will be able to check it on "Advanced schedule | + | You will be able to check it on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Advanced schedule</span> page. |
<br><br> | <br><br> | ||
<nomobile>[[File:Services - company schedule.png | center]]</nomobile> | <nomobile>[[File:Services - company schedule.png | center]]</nomobile> | ||
<mobileonly>[[File:M service advanced schedule- company default.png | center]]</mobileonly> | <mobileonly>[[File:M service advanced schedule- company default.png | center]]</mobileonly> | ||
<br><br> | <br><br> | ||
| − | If you need to set some exceptions in service schedule for holidays or other needs please choose | + | If you need to set some exceptions in service schedule for holidays or other needs please choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Special days</span> tab there and set times for the desired dates. |
<br><br> | <br><br> | ||
<nomobile>[[File: Service special days.png | center]]</nomobile> | <nomobile>[[File: Service special days.png | center]]</nomobile> | ||
| Line 79: | Line 79: | ||
<br><br> | <br><br> | ||
===How to set 24/7 or after 00.00 services=== | ===How to set 24/7 or after 00.00 services=== | ||
| − | If your services will cross midnight, after you set up your availability make sure to set "Allow service to extend over closing hours" | + | If your services will cross midnight, after you set up your availability make sure to set <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow service to extend over closing hours</span> to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Yes</span> in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Configuration.</span> |
<br><br> | <br><br> | ||
<div style= "padding: 40px 30px; border-radius:20px; width: fit-content; width:-moz-max-content; background: #f1f6ff">'''''You may also need:''''' | <div style= "padding: 40px 30px; border-radius:20px; width: fit-content; width:-moz-max-content; background: #f1f6ff">'''''You may also need:''''' | ||
| Line 97: | Line 97: | ||
===How to add a provider=== | ===How to add a provider=== | ||
<br><br> | <br><br> | ||
| − | In Manage/ | + | In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Providers</span> press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> button. |
<br><br> | <br><br> | ||
<nomobile>[[File: Create new provider.png | center]]</nomobile> | <nomobile>[[File: Create new provider.png | center]]</nomobile> | ||
<mobileonly>[[File:M create new provider.png | center]]</mobileonly> | <mobileonly>[[File:M create new provider.png | center]]</mobileonly> | ||
<br><br> | <br><br> | ||
| − | + | On <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">the right side</span> of the page insert the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">name</span> of your service provider, set <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">number of clients</span> he/she can serve at a time and write service provider <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">description.</span><br>You can also upload <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">picture</span> and set his/her <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">phone number and email address</span> if necessary. <br>Save settings.<br> | |
| − | '''Please note!''' Phone number should be added in international format for SMS notifications to be sent correctly. | + | <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Phone number should be added in international format for SMS notifications to be sent correctly.</span> |
<br><br> | <br><br> | ||
<nomobile>[[File: Add provider description new.png | center]]</nomobile> | <nomobile>[[File: Add provider description new.png | center]]</nomobile> | ||
| Line 113: | Line 113: | ||
It may happen that you need to create several similar providers with the same settings. | It may happen that you need to create several similar providers with the same settings. | ||
Cloning option will definitely help you.<br> | Cloning option will definitely help you.<br> | ||
| − | Please select the provider you would like to make the copy of. | + | Please <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">select the provider</span> you would like to make the copy of. |
[[File:Select provider.png | center]] | [[File:Select provider.png | center]] | ||
<br><br> | <br><br> | ||
| − | Click on "Clone | + | Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clone</span> button in the top right corner, confirm the copying of the settings. |
[[File:Provider clone button.png | center]] | [[File:Provider clone button.png | center]] | ||
<br><br> | <br><br> | ||
| Line 126: | Line 126: | ||
*number of clients provider can serve at a time | *number of clients provider can serve at a time | ||
*provider schedule | *provider schedule | ||
| − | *[[Custom_Features#Calendar_Sync | Calendar Sync feature]] settings if enabled and set | + | *<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Calendar_Sync | Calendar Sync feature]]</span> settings if enabled and set |
| − | *[[Custom_Features#Flexible_Notifications | Flexible Notifications feature]] settings if enabled and set | + | *<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Flexible_Notifications | Flexible Notifications feature]]</span> settings if enabled and set |
| − | *[[Custom_Features#Book_Soon_Notification_System | Book Soon Notification System feature]] settings if enabled and set | + | *<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Book_Soon_Notification_System | Book Soon Notification System feature]]</span> settings if enabled and set |
<br><br> | <br><br> | ||
| − | As the result, one more provider will be added with "Clone | + | As the result, one more provider will be added with <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clone</span> added to its name so that you will be able to easily see which providers are the copies.<br> |
| − | (You can edit these providers names to adjust them to your needs in "Service provider details | + | (You can edit these providers names to adjust them to your needs in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service provider details</span> tab for the corresponding provider) |
[[File:Provider clone result.png | center]] | [[File:Provider clone result.png | center]] | ||
<br><br> | <br><br> | ||
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===How to attach services to provider=== | ===How to attach services to provider=== | ||
<br><br> | <br><br> | ||
| − | In Manage/ | + | In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Providers</span> -> select the provider -> switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services, attached to this service provider</span> tab and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">check the boxes</span> with services this provider will perform. <br>Save settings. |
<br><br> | <br><br> | ||
<nomobile>[[File: Attach provider to services.png | center]]</nomobile> | <nomobile>[[File: Attach provider to services.png | center]]</nomobile> | ||
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===How to set schedule for provider=== | ===How to set schedule for provider=== | ||
<br><br> | <br><br> | ||
| − | You can set regular schedule for providers in Manage/ | + | You can set regular schedule for providers in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Providers</span>, choose necessary provider on the left and switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service provider schedule</span> tab. <br>For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by moving the sliders to desired positions(bright blue line will mean available time). <br>To make day of the week working/off use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">the switchers</span> near days' names. |
<br><br> | <br><br> | ||
<nomobile>[[File: Provider schedule v3.png | center]]</nomobile> | <nomobile>[[File: Provider schedule v3.png | center]]</nomobile> | ||
| Line 154: | Line 154: | ||
===How to set schedule for holidays and other specific dates=== | ===How to set schedule for holidays and other specific dates=== | ||
<br><br> | <br><br> | ||
| − | You can set schedule for some specific date for provider in Manage/ | + | You can set schedule for some specific date for provider in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Providers</span>, choose necessary provider on the left and switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service provider schedule</span> tab, choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Show advanced settings</span> option and then <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Special days</span> tab. <br>For example, if you work differently on certain date or have day off, you can click on the date and set schedule by clicking on the corresponding slots to make them available (bright blue)/not available (light blue). |
<br><br> | <br><br> | ||
<nomobile>[[File:Provider special days v3.png | center]]</nomobile> | <nomobile>[[File:Provider special days v3.png | center]]</nomobile> | ||
<mobileonly>[[File:M provider special days.png | center]]</mobileonly> | <mobileonly>[[File:M provider special days.png | center]]</mobileonly> | ||
<br><br> | <br><br> | ||
| − | To make some date working/off-day, click on the date and use "Is working day? | + | To make some date working/off-day, click on the date and use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Is working day?</span> switcher near the schedule that appears in pop-up.<br> |
<nomobile>[[File: Special day editing.png | center]]</nomobile> | <nomobile>[[File: Special day editing.png | center]]</nomobile> | ||
<mobileonly>[[File:M provider add special day.png | center]]</mobileonly> | <mobileonly>[[File:M provider add special day.png | center]]</mobileonly> | ||
<br><br> | <br><br> | ||
| − | If you need to remove special day settings for some date, click on the date and press | + | If you need to remove special day settings for some date, click on the date and press the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">clear special day</span> button. |
<br><br> | <br><br> | ||
<nomobile>[[File: Clear special day.png | center]]</nomobile> | <nomobile>[[File: Clear special day.png | center]]</nomobile> | ||
Revision as of 09:54, 9 August 2021
- See video tutorial on adding services and service providers
Adding services
- Video tutorial
How to create a service
In Manage -> Services press + button.
On the right-side of the page insert the name of your service and add service description.
It is possible to use HTML formatting for service description to change the font, its color, etc.
You can also upload picture of a service, and activate prices to accept payments on-line.
How to clone a service
It may happen that you need to create several similar services with the same settings.
Cloning option will definitely help you.
Please select the service you would like to make the copy of.
Click on Clone button in the top right corner, confirm the copying of the settings.
The following service settings will be copied:
- service name
- service description
- service price if Accept payments feature is enabled and set
- service image
- service schedule
- Flexible Notifications feature settings if enabled and set
- Book Soon Notification System feature settings if enabled and set
- Appointment at Fixed Time feature settings if enabled and set
As the result, one more service will be added with Clone added to its name so that you will be able to easily see which services are the copies.
(You can edit these services names to adjust them to your needs in Service Details tab for the corresponding service)
How to set service duration
In Manage -> Services after the service selection on the right-side of the page choose Time details tab to set duration for your service.
It is also possible to set service as recurring here.
As well you can set fixed starting times for your service. Please check more about Appointment at Fixed Time Custom Feature here.
How to set specific schedule for service
In Manage -> Services -> select the service -> Service schedule tab move the sliders to set
open times for this service if it differs from usual company schedule.
Or click on Show advanced settings if using the slots view is more convenient for you.
If the service has the same schedule as company you do not need to change anything there, it will be applied automatically.
You will be able to check it on Advanced schedule page.
If you need to set some exceptions in service schedule for holidays or other needs please choose Special days tab there and set times for the desired dates.
How to set 24/7 or after 00.00 services
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 -> Configuration.
You may also need:
- Schedules relations
- How to set service as one-time event
- How to group my services in categories
- How to require additional information from clients at checkout
- How to limit bookings per service
- How to set specific notifications per service
- How can I promote my service
- Default booking notifications
- Time and date settings
- Add reminders to book again
Adding Providers
- Video tutorial
How to add a provider
In Manage -> Service Providers press + button.
On the right side of the page insert the name of your service provider, set number of clients he/she can serve at a time and write service provider description.
You can also upload picture and set his/her phone number and email address if necessary.
Save settings.
Please note! Phone number should be added in international format for SMS notifications to be sent correctly.
How to clone a provider
It may happen that you need to create several similar providers with the same settings.
Cloning option will definitely help you.
Please select the provider you would like to make the copy of.
Click on Clone button in the top right corner, confirm the copying of the settings.
The following provider settings will be copied:
- provider name
- provider description
- provider phone and email address
- provider image
- number of clients provider can serve at a time
- provider schedule
- Calendar Sync feature settings if enabled and set
- Flexible Notifications feature settings if enabled and set
- Book Soon Notification System feature settings if enabled and set
As the result, one more provider will be added with Clone added to its name so that you will be able to easily see which providers are the copies.
(You can edit these providers names to adjust them to your needs in Service provider details tab for the corresponding provider)
How to attach services to provider
In Manage -> Service Providers -> select the provider -> switch to Services, attached to this service provider tab and check the boxes with services this provider will perform.
Save settings.
How to set schedule for provider
You can set regular schedule for providers in Manage -> Service Providers, choose necessary provider on the left and switch to Service provider schedule tab.
For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by moving the sliders to desired positions(bright blue line will mean available time).
To make day of the week working/off use the switchers near days' names.
How to set schedule for holidays and other specific dates
You can set schedule for some specific date for provider in Manage -> Service Providers, choose necessary provider on the left and switch to Service provider schedule tab, choose Show advanced settings option and then Special days tab.
For example, if you work differently on certain date or have day off, you can click on the date and set schedule by clicking on the corresponding slots to make them available (bright blue)/not available (light blue).
To make some date working/off-day, click on the date and use Is working day? switcher near the schedule that appears in pop-up.
If you need to remove special day settings for some date, click on the date and press the clear special day button.
You may also need:
