Custom Features: Difference between revisions

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Video overview [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=nW60o_RIvhY&feature=youtu.be]]
Video overview [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=nW60o_RIvhY&feature=youtu.be]]
<p><youtube>nW60o_RIvhY</youtube></p>




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<div class="plugin">[[Custom_Features#Accept_Deposits| Accept Deposits]]</div>
<div class="plugin">[[Custom_Features#Accept_Deposits| Accept Deposits]]</div>
<div class="plugin">[[Custom_Features#Accept_Payments| Accept Payments]]</div>
<div class="plugin">[[Custom_Features#Accept_Payments| Accept Payments]]</div>
<div class="plugin">[[Custom_Features#Anti-Fraud/Spam Protection Custom Feature| Anti-Fraud/Spam Protection Custom Feature]]</div>
<div class="plugin">[[Custom_Features#Any_Employee_Selector| Any Employee Selector]]</div>
<div class="plugin">[[Custom_Features#Any_Employee_Selector| Any Employee Selector]]</div>
<div class="plugin">[[Custom_Features#API| API]]</div>
<div class="plugin">[[Custom_Features#API| API]]</div>
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<div class="plugin">[[Custom_Features#Google_Business| Google Business]]</div>
<div class="plugin">[[Custom_Features#Google_Business| Google Business]]</div>
::<div class="plugin-item">[[Custom_Features#Reserve_with_Google| Reserve with Google]]</div>
::<div class="plugin-item">[[Custom_Features#Reserve_with_Google| Reserve with Google]]</div>
<div class="plugin">[[Google_Reviews_custom_feature |Google Reviews]]</div>
<div class="plugin">[[Custom_Features#Google_Tag_Manager| Google Tag Manager]]</div>
<div class="plugin">[[Custom_Features#Google_Tag_Manager| Google Tag Manager]]</div>
<div class="plugin">[[Custom_Features#Google_Translate| Google Translate]]</div>
<div class="plugin">[[Custom_Features#Google_Translate| Google Translate]]</div>
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<div class="plugin">[[Custom_Features#Limit_Bookings| Limit Bookings]]</div>
<div class="plugin">[[Custom_Features#Limit_Bookings| Limit Bookings]]</div>
<div class="plugin">[[Custom_Features#Line_Bot| Line Bot]]</div>
<div class="plugin">[[Custom_Features#Line_Bot| Line Bot]]</div>
<div class="plugin">[[Custom_Features#LINE_LIFF| LINE LIFF]]</div>
<div class="plugin">[[Custom_Features#Loyalty_System| Loyalty System]]</div>
<div class="plugin">[[Custom_Features#Loyalty_System| Loyalty System]]</div>
<div class="plugin">[[Custom_Features#Make_me_Look_Busy| Make me Look Busy]]</div>
<div class="plugin">[[Custom_Features#Make_me_Look_Busy| Make me Look Busy]]</div>
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<div class="plugin">[[Custom_Features#SSO:_SAML| SSO: SAML]]</div>
<div class="plugin">[[Custom_Features#SSO:_SAML| SSO: SAML]]</div>
<div class="plugin">[[Custom_Features#Status| Status]]</div>
<div class="plugin">[[Custom_Features#Status| Status]]</div>
<div class="plugin">[[Custom_Features#Tags| Tags]]</div>
<div class="plugin">[[Custom_Features#Take_Me_Back_Home| Take Me Back Home]]</div>
<div class="plugin">[[Custom_Features#Take_Me_Back_Home| Take Me Back Home]]</div>
<div class="plugin">[[Custom_Features#Telegram_Notifications| Telegram Notifications]]</div>
<div class="plugin">[[Custom_Features#Telegram_Notifications| Telegram Notifications]]</div>
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<div class="plugin">[[Custom_Features#Ticket's_QR_Code| Ticket's QR Code]]</div>
<div class="plugin">[[Custom_Features#Ticket's_QR_Code| Ticket's QR Code]]</div>
<div class="plugin">[[Custom_Features#Tickets| Tickets]]</div>
<div class="plugin">[[Custom_Features#Tickets| Tickets]]</div>
<div class="plugin">[[Custom_Features#Tips| Tips]]</div>
<div class="plugin">[[Custom_Features#Vaccination report| Vaccination report]]</div>
<div class="plugin">[[Custom_Features#Vaccination report| Vaccination report]]</div>
<div class="plugin">[[Custom_Features#Visitor_Counter| Visitor Counter]]</div>
<div class="plugin">[[Custom_Features#Visitor_Counter| Visitor Counter]]</div>
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Accept Payments Custom Feature allows you to accept payments from your clients online. You can set the price for your service and when your clients make a booking, they will be redirected to the payment page.  
Accept Payments Custom Feature allows you to accept payments from your clients online. You can set the price for your service and when your clients make a booking, they will be redirected to the payment page.  
You can accept payments via a variety of payment processors. All the online payments are processed by the payment gateway of your choice and if there is a need to issue a refund to a client it can only be done from the admin account of your payment processor manually as Simplybook does not process any payments at the first place.
You can accept payments via a variety of payment processors. All the online payments are processed by the payment gateway of your choice and if there is a need to issue a refund to a client it can be done if you are using SBPay.me integration or from the admin account of your payment processor.
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To check gateways available by country please follow <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://simplybook.me/en/booking-system-features/payments this link].</span>
To check gateways available by country please follow <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://simplybook.me/en/booking-system-features/payments this link].</span>
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<span style="background-color:#e7e3f9; padding:5px; border-radius:5px;">Video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=_aPSdiTVfpo]]</span>
<span style="background-color:#e7e3f9; padding:5px; border-radius:5px;">Video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=iN-Yjaayvp4]]</span>
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<span style="background-color:#e7e3f9; padding:5px; border-radius:5px;"><span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[SBPay.me integration|SBPay.me PRO]]</span> integration video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=XPX7Xnsp5aM]]</span>
<span style="background-color:#e7e3f9; padding:5px; border-radius:5px;"><span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[SBPay.me integration|SBPay.me PRO]]</span> integration video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=XPX7Xnsp5aM]]</span>
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=Anti-Fraud/Spam Protection Custom Feature= <!--T:13-->
 
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[[File:Booking restriction plugin icon.png|left]]
 
 
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This is an Anti-Fraud/Spam Protection feature. It enables administrators to limit the number of bookings that can be made from the same email, phone, and IP address. The feature provides various options, such as setting the maximum number of bookings, defining the time period in which these bookings can be made, and the ability to block or flag suspected fraudulent activities. This feature helps to prevent fraudulent or spammy bookings and protects the system's integrity, ensuring a smooth and trustworthy booking experience for legitimate customers.
 
 
 
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;How to use
 
 
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1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Anti-Fraud/Spam Protection</span> on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Security & Data protection</span> section.
[[File:Booking_restriction_plugin_enable_path.png|1200px|border|center|link=https://help.simplybook.me/images/5/53/Booking_restriction_plugin_enable_path.png]]
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2. In the first <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Main configuration</span> section you can decide on the error message text that will be shown on the client side if the limit is reached, enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Disallow disposable emails</span> option if you would like to prohibit the use of such emails, add IP addresses</span> that should be always allowed to book from(in case you plan to use limits by IP).
[[File:Booking restriction plugin settings 1.png|1200px|border|center|link=https://help.simplybook.me/images/f/f2/Booking_restriction_plugin_settings_1.png]]
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3. The next section <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Limits</span> allows you to set the specific limits by <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">client</span>(available with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Client_Login_custom_feature|Client Login]]</span> custom feature enabled only), by <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">IP address</span>, by <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">email address</span> or <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">phone number.</span> You can use any option or several of them at the same time.<br>
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' If you have some IP addresses as whitelisted, the other limitations(by email, phone or client if they are set) will still apply for such client.</span>
[[File:Booking restriction plugin settings 2.png|1200px|border|center|link=https://help.simplybook.me/images/f/fd/Booking_restriction_plugin_settings_2.png]]
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4. When the limit is reached there will be the error message shown on the client side.
(default text used in the example below)
[[File:Booking restriction client side.png|1200px|border|center|link=https://help.simplybook.me/images/b/b2/Booking_restriction_client_side.png]]
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:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note! '''</span>
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note! '''</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It is Beta version;</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">When you turn this feature on <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Login_custom_feature|Client Login]]</span> custom feature will be enabled as well;</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">When you turn this feature on <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Login_custom_feature|Client Login]]</span> custom feature will be enabled as well;</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It currently works with weekly classes, modern and flexible <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[How_to_change_the_way_time_slots_are_shown|calendar layouts]]</span> only;</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It currently works with weekly classes, modern and flexible <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[How_to_change_the_way_time_slots_are_shown|calendar layouts]]</span> only;</span>
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:'''Video tutorials available '''
:'''Video tutorials available '''
:*How to set up the Client mobile app [[File:Youtube-Logo.png|link=https://youtu.be/_3pW171iAjA]]
:*How to set up the Client mobile app [[File:Youtube-Logo.png|link=https://youtu.be/_3pW171iAjA]]
:*How to use the Client mobile app [[File:Youtube-Logo.png|link=https://youtu.be/utTD6aGAQlw]]
:*How to use the Client mobile app [[File:Youtube-Logo.png|link=https://youtu.be/SElfM29hWOo]]
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;'''How to use'''
;'''How to use'''
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=Client Rescheduling= <!--T:48-->
=Client Rescheduling= <!--T:48-->
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;How to use
;How to use
:1. To switch this option on please click on "Enable" near the corresponding option on your Custom features page.
:1. To switch this option on please click on "Enable" near the corresponding option on your Custom features page.
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:See the instructions [[Widgets_for_your_own_website#Booking_and_Contact_Button_Widget| how to add booking widget to your website]]
:See the instructions [[Widgets_for_your_own_website#Booking_and_Contact_Button_Widget| how to add booking widget to your website]]
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:3. To check received messages from your customers please go to Reports -> SMS(text messages) -> Contact wodget
:3. To check received messages from your customers please go to Reports -> SMS(text messages) -> Contact widget
[[File:Contact widget report path new navigation.png|1200px| center]]
[[File:Contact widget report path new navigation.png|1200px| center]]
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=[[Coupons and Gift Cards custom feature | Coupons & Gift Cards]]= <!--T:51-->
=[[Coupons and Gift Cards custom feature | Coupons & Gift Cards]]= <!--T:51-->
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;How to use
;How to use


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1. Enable this option on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Adding more to the Booking Website</span> category.
1. Enable this option on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Adding more to the Booking Website</span> category.
[[File:Google drive enable path.png|1200px|center]]
[[File:Google drive enable path.png|1200px|center]]
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And, for sure, you will be able to manually upload the files during the new booking or client record creation/editing from admin side if necessary.
And, for sure, you will be able to manually upload the files during the new booking or client record creation/editing from admin side if necessary.
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7. If you are also using <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[SOAP_with_Encryption_custom_feature| SOAP with Encryption]]</span> custom feature you can also enable attaching the file in the SOAP feature settings on your Custom Features page.
[[File:File upload for soap enable.png|1200px|border|center|link=https://help.simplybook.me/images/9/98/File_upload_for_soap_enable.png]]
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As the result you will have the corresponding form in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span>  -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span>  -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SOAP info</span>  -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Attach a file.</span>
[[File:File upload for soap upload form.png|1200px|border|center|link=https://help.simplybook.me/images/c/cf/File_upload_for_soap_upload_form.png]]
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=Flexible Notifications= <!--T:74-->
=Flexible Notifications= <!--T:74-->
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Video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=IZvnQ79WBG8]]




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=LINE LIFF=
[[File:Line liff icon.png|100px|left]] The integration of LINE LIFF with SimplyBook.me presents a powerful opportunity for businesses to elevate their appointment booking process and customer engagement. By offering a seamless and efficient experience directly within the Line messaging app, businesses can attract and retain customers, streamline their operations, and stay ahead in the competitive market.
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:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[LINE LIFF Custom Feature|...>]]</span>'''
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=Loyalty System= <!--T:112-->
=Loyalty System= <!--T:112-->
[[File:Bonus system icon.png|left]]
[[File:Bonus system icon.png|left]]
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[https://simplybook.me/en/membership-solution Here] you can check more cases when Membership can be useful.  
[https://simplybook.me/en/membership-solution Here] you can check more cases when Membership can be useful.  
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Check video [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=yIK-7I0Wjic]] tutorial how to set it up.<br><br>
Check video [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=Nzz5w5rQSZ0]] tutorial how to set it up.<br><br>
Demo page with Membership-related classes is available [https://classesandmembershipsdemo.simplybook.it/v2/# here].
Demo page with Membership-related classes is available [https://classesandmembershipsdemo.simplybook.it/v2/# here].


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=Multiple Bookings= <!--T:125-->
=Multiple Bookings= <!--T:125-->
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=Point of Sale= <!--T:146-->
=Point of Sale= <!--T:146-->
[[File:Pos icon new.png | left]]
[[File:Pos icon new.png | left]]
Point of Sale Custom Feature allows system users to create and track sales of bookings, and to sell memberships, products and gift certificates to existing or new clients. You can check client's history of purchases, approve pending transactions and print invoices. All in the neat mobile friendly interface!
Point of Sale Custom Feature allows system users to create and track sales of bookings, and to sell memberships, products and gift certificates to existing or new clients. You can check client's history of purchases, approve pending transactions and print invoices. All in the neat mobile friendly interface! It is a valuable tool for managing booking payments within the system. However, it's important to mention that it is not an actual payment terminal and cannot process payments. Instead, it offers an intuitive interface for recording payment information. There is no possibility for now to link Simplybook with payment terminals.
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'''Please note!''' [[Custom_Features#Accept_Payments | Accept Payments Custom Feature]] will be enabled as well when you switch PoS feature on.
'''Please note!''' [[Custom_Features#Accept_Payments | Accept Payments Custom Feature]] will be enabled as well when you switch PoS feature on.
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Video tutorial [[File:Youtube-Logo.png|link=https://youtu.be/k0SNHFiYu38]]
Video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=ryB0cCQrFfk]]
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;How to use
;How to use
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:5. You can also make add-on to be selected by default on the booking page<br>
:5. You can also make add-on to be selected by default on the booking page<br>
:'''Please note!''' The clients will be able to to uncheck this item if they wish to on the booking page.
:'''Please note!''' The clients will be able to uncheck this item if they wish to on the booking page.
[[File: Selected add-on.png | center]]
[[File: Selected add-on.png | center]]
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[[File:Service add ons with duration client side unsupported timelines.png|border|center]]
[[File:Service add ons with duration client side unsupported timelines.png|border|center]]


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'''Correlation with other custom features:'''<br>
'''Correlation with other custom features:'''<br>
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=Service Categories= <!--T:156-->
=Service Categories= <!--T:156-->
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=Tags=
[[File:Tags icon.png|100px|left]]
This custom feature allows you to add one or more tags to any client, enabling swift filtering of clients in reports, or other custom functionalities like coupons, gift cards, tickets, and memberships. With an intuitive interface, you can easily customize tags to align with your specific requirements, ensuring improved organization and structured client interactions.
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'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Tags Custom Feature|...>]]</span>'''
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'''Watch video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=n0js3_5jr8k]]'''
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=Take Me Back Home= <!--T:166-->
=Take Me Back Home= <!--T:166-->
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=Tips=
[[File:Tips icon.png|left]]
With Tips Custom Feature, your clients can now enjoy the flexibility and convenience of showing their appreciation for your services through tipping. The feature is designed to enhance your clients' booking experience. Your customers can leave tips during the booking process or when "Pay later" is selected.
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:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Tips Custom Feature|...>]]</span>'''
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=Vaccination report= <!--T:182-->
=Vaccination report= <!--T:182-->
[[File:Vaccination icon.png|left]] Vaccination custom feature gives a quick overview of the booked and available slots in your system thus allowing to see the load generally per day/week/month or some date range(up to 90 days) as well as per certain provider or service. You can easily see the overloaded and most free ones to manage them accordingly. Another option that helps you in successful vaccination process planning is "Second appointment" tab: it shows whether a certain patient has already made an appointment for a second vaccine dose as well as his/her contact details, date and time of the appointments enabling you to quickly contact the ones who still need another appointment organization. Both report tabs give a great way to manage and organize the time resources and vaccination teams in most effective way to have as many people vaccinated as possible.
[[File:Vaccination icon.png|left]] Vaccination custom feature gives a quick overview of the booked and available slots in your system thus allowing to see the load generally per day/week/month or some date range(up to 90 days) as well as per certain provider or service. You can easily see the overloaded and most free ones to manage them accordingly. Another option that helps you in successful vaccination process planning is "Second appointment" tab: it shows whether a certain patient has already made an appointment for a second vaccine dose as well as his/her contact details, date and time of the appointments enabling you to quickly contact the ones who still need another appointment organization. Both report tabs give a great way to manage and organize the time resources and vaccination teams in most effective way to have as many people vaccinated as possible.
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<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;"> DEPRECATED </span>


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