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Categories and Locations: Difference between revisions

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*How to add Category?
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*How to add Location?
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*How to connect location with service?
{{#seo:
*How to set schedule for location?
|title= Create And Manage Categories and Locations in Online Scheduling Software SimplyBook.me
*How to add location variables to emails?
|description=Organize your services by categories or locations for better clarity. Manage your business structure effectively. Start here!
|titlemode=append
|keywords=faq, frequently asked questions, online booking system, online booking calendar, scheduling app, free scheduling software, schedule, employee scheduling software, calendar software, scheduling software, booking software, free online calendar
}}
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=How to add Category=
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[[Special:MyLanguage/Service_Categories_custom_feature| Categories]] are designed to group services. Can be added with the help of [[Special:MyLanguage/Service_Categories_custom_feature| Service Categories]] Custom Feature.
;How to add:
:Enable [[Special:MyLanguage/Service_Categories_custom_feature| Service Categories]]  Custom Feature. Then in Manage // Services // "+" - create all necessary categories. Click on "Category services" tab for corresponding category and check the boxes with services to connect with category.<br/>
[[File:Create new category path redesigned.png|1200px | center|link=https://help.simplybook.me/images/f/f1/Create_new_category_path_redesigned.png]]
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=How to add Location=
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[[Special:MyLanguage/Multiple_Locations_custom_feature| Locations]] are designed to group providers. Can be added with the help of [[Special:MyLanguage/Multiple_Locations_custom_feature| Multiple Locations Custom Feature]].
;How to add:
:Enable "[[Special:MyLanguage/Multiple_Locations_custom_feature |Multiple Locations]]" Custom Feature and add locations either in the settings of the Custom Feature or in Manage // Service Providers // "+" to add a new location. Click on "Location providers" tab for corresponding location and check the boxes with service providers to connect to location.<br/>
[[File:Create new location redesigned.png|1200px | center|link=https://help.simplybook.me/images/1/15/Create_new_location_redesigned.png]]
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=How to connect location with service=
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Locations can be related only to service providers, thus if you need to relate service to particular location, you need initially to relate service to service provider:
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:1. In Manage//Service Providers switch to “Services, attached to this service provider” tab for the selected provider and check the boxes with services this provider will perform. <br>Save settings.
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[[File:Edit services attached to provider redesigned.png|1200px | center|link=https://help.simplybook.me/images/0/01/Edit_services_attached_to_provider_redesigned.png]]
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:2. In Manage//Providers choose location and switch to “Location providers” tab to attach providers to this location by checking the corresponding boxes.<br> Save settings.
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[[File:Connect provider to location redesigned.png|1200px | center|link=https://help.simplybook.me/images/a/ae/Connect_provider_to_location_redesigned.png]]
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=How to set schedule for location=
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You can set individual schedule for the provider and then relate provider to the location. Thus working hours of the provider related to location will automatically apply to location.
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:1. To set individual schedule for provider please go to Manage//Service Providers, choose necessary provider on the left and switch to “Service provider schedule” 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 make time available (bright blue)/not available (light blue). <br>To make day of the week working/off use switchers near weekday names.
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[[File:Service provider schedule for location redesigned.png|1200px | center|link=https://help.simplybook.me/images/c/c7/Service_provider_schedule_for_location_redesigned.png]]
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:2. In Manage//Service Providers choose location and switch to “Location providers” tab to attach provider to location by checking corresponding boxes. Save settings.
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[[File:Connect provider to location redesigned.png|1200px | center|link=https://help.simplybook.me/images/a/ae/Connect_provider_to_location_redesigned.png]]
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=How to add location variables to emails=
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In Settings // Email and SMS settings insert the following variables into your email templates:<br/>
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[[File:Add location variables to notifications templates.png|1200px| center|link=https://help.simplybook.me/images/2/26/Add_location_variables_to_notifications_templates.png ]]
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:'''[location]''' - value of field "Location name"
:'''[location_address]''' - value of field "Location address"
:'''[location_phone]''' - value of field "Location phone"
:'''[location_description]''' - value of field "Location description"
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