|
|
| (28 intermediate revisions by the same user not shown) |
| Line 1: |
Line 1: |
| − | <div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">
| + | {{#seo: |
| − | <span class="qa">[[Where do I see all my bookings?]]</span>
| + | |title=Frequently Asked Questions about the Calendar and Bookings in Appointment Booking System SimplyBook.me |
| − | <div class="mw-collapsible-content">
| + | |titlemode=append |
| − | 1. '''In Calendar''' (tab in the left-side menu).<br/>
| + | |keywords=faq, frequently asked questions, booking calendar, online scheduling, free online calendar, online appointment scheduling, online booking calendar, scheduling app, employee scheduling software, booking system, schedule, calendar software |
| − | [[File:ListOfEventsCalendar750.png | center ]]<br/>
| + | }} |
| | | | |
| − | 2. In '''Reports//Detailed reports'''.
| + | *<div class=" article">[[ How to manage bookings]]</ div> |
| − | You can use filters to navigate through your booking and find bookings for specific time range, service, provider or client. <br/>
| + | *<div class=" article"> [[ Views_of_the_calendar| Provider/ Service/ Day/ Week/ Month views]]</ div> |
| − | [[File:ListOfEventsReport750.png | center ]]<br/>
| + | *<div class=" article">[[ Calendar_Notes| Using notes & Blocking times]]</div> |
| − | </div>
| + | *<div class=" article">[[ Booking_reports| Booking reports]]</div> |
| − | </div>
| + | *<div class=" article">[[ Break times]]</div> |
| − | <br/>
| + | *<div class="article">[[Adjusting notifications]]</div> |
| − | <div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:750px;"> | + | *<div class=" article">[[ Custom_Features# Calendar_Sync| Google/ Outlook calendar synchronization]]</div> |
| − | <span class="qa">[[Where to edit bookings?]]</span>
| + | *<div class=" article">[[ How_to_add_Google_Meet_links_to_appointments| Google Meet online appointments]]</ div> |
| − | <div class="mw-collapsible-content"> | + | *<div class=" article"> [https:// www.youtube. com/ watch?v= W06A1SLDtAY How to use admin app]</div> |
| − | 1. '''In Calendar''' (tab in the left-side menu). Click on the booking to open the details and then press "Edit" to change any information about the booking. To change the time of appointment, simply drag and drop booking to the available time you need.
| |
| − | | |
| − | 2. '''In Reports//Detailed reports'''. Click on the booking to open the details and then press "Edit" to change any information about the booking.
| |
| − | You can use filters to navigate through your booking and find bookings for specific time range, service, provider or client.
| |
| − | </div>
| |
| − | </div>
| |
| − | <br/>
| |
| − | <div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:750px;">
| |
| − | <span class="qa">[[How to cancel booking]]</span>
| |
| − | <div class="mw-collapsible-content"> | |
| − | ;*For admin or user
| |
| − | In '''Calendar''' (tab in the left-side menu) or in in '''Reports//Detailed reports'''. Click on the booking to open the details and then press "Cancel booking" button.
| |
| − | ;*For client
| |
| − | To cancel their bookings, clients can click "cancel link" in their confirmation emails.
| |
| − | | |
| − | ''If you want to prohibit clients from cancelling, you may need [[Plugins#Cancellation_Policy| Cancellation Policy plugin]].''
| |
| − | </div> | |
| − | </div> | |
| − | <br/>
| |
| − | <div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:750px;">
| |
| − | <span class="qa">[[Booking in details]]</span>
| |
| − | <div class="mw-collapsible-content">
| |
| − | ;screen with explanations </div>
| |
| − | </div>
| |
| − | <br/>
| |
| − | <div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:750px;"> | |
| − | <span class="qa">[[Booking reports]]</span>
| |
| − | <div class="mw-collapsible-content">
| |
| − | ;Detailed report
| |
| − | You can find the list of all your bookings in '''Reports//Detailed report'''. In this report you can:
| |
| − | :- export bookings to excel (use filters to export bookings for particular date range or for particular provider)
| |
| − | :- send email/sms to your clients
| |
| − | :- filter bookings by:
| |
| − | ::*date of the booking
| |
| − | ::*date when the booking was made
| |
| − | ::*service
| |
| − | ::*service provider
| |
| − | ::*client
| |
| − | ::*unique booking code
| |
| − | ::*status (all bookings, cancelled bookings, non-cancelled bookings)
| |
| − | ;Client report
| |
| − | You can find the list of all your client and bookings made by them in '''Reports//Client report'''. In this report you can:
| |
| − | :- export bookings to excel (use filters to export bookings for particular date range or for particular provider)
| |
| − | :- send email/sms to your clients
| |
| − | :- filter bookings by:
| |
| − | ::*date of the booking
| |
| − | ::*service
| |
| − | ::*service provider
| |
| − | ::*client
| |
| − | You can also decide how to group your clients (to avoid duplicating clients) by email, by phone or by email and phone.
| |
| − | </div> | |
| − | <br/>
| |
| − | <div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:750px;">
| |
| − | <span class="qa">[[Views of the calendar]]</span>
| |
| − | <div class="mw-collapsible-content"> | |
| − | *'''Service providers'''. Shows columns with service providers and bookings assigned to each service provider in the corresponding column.
| |
| − | *'''Timeline'''. same as Service providers, but in horizontal view. Easier when there are multiple service providers.
| |
| − | *'''Day'''. Shows bookings for all service providers for current day (use arrows to navigate to previous/next day). To easily distinguish bookings by different providers you can use [[Plugins#Provider.27s_color_coding_plugin| Provider's color plugin]]
| |
| − | *'''Week'''. Shows bookings for all service providers for current week (use arrows to navigate to previous/next week). To easily distinguish bookings by different providers you can use [[Plugins#Provider.27s_color_coding_plugin| Provider's color plugin]]
| |
| − | *'''Month'''. Shows bookings for all service providers for current month (use arrows to navigate to previous/next month).
| |
| − | </div>
| |
| − | </div> | |
| − | <br/>
| |
| − | <div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:750px;"> | |
| − | <span class="qa">[[Break times]]</span>
| |
| − | <div class="mw-collapsible-content"> | |
| − | ;How to easily add breaktime?
| |
| − | You can add breaktime from Calendar using "Add breaktime" mode. Switch to "Add breaktime" mode and click on the timeslot you want to make break time. If you add it in service providers view, breaktime will apply only to that provider, if you add breaktime in day or week view, breaktime will apply to all providers.
| |
| − | ;How to remove breaktime?
| |
| − | You can delete breaktime in Time settings//company special days (if it was put in day or week view) and in Time settings//provider special days (if it was put in providers view).
| |
| − | </div>
| |
| − | </div>
| |
| − | <br/>
| |
| − | <div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">
| |
| − | <span class="qa">[[Statistics]]</span>
| |
| − | <div class="mw-collapsible-content">
| |
| − | ;How to track my bookings and progress?
| |
| − | * You can see some statistics in '''Dashboard'''
| |
| − | *For advanced statistics options, use [[Statistics_%26_Analytics| Statistics plugins]]
| |
| − | </div> | |
| − | </div>
| |
| − | <br/>
| |
