Adding services, providers and availability(new interface): Difference between revisions

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{{#seo:
{{#seo:
|title=Adding services, providers and availability - SimplyBook.me
|title=Adding services, providers and availability - SimplyBook.me
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==Adding services==
==Adding services==
:Video tutorial
 
<p><youtube>https://youtu.be/rEwLLnFsM2A?si=TB6SCukEvgizDVU4</youtube></p>
===How to create a service===
===How to create a service===
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.
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.
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[[File:Create new service redesigned.png|1200px | center|link=https://help.simplybook.me/images/2/2d/Create_new_service_redesigned.png]]
[[File:Create new service redesigned.png|1200px | center|link=https://help.simplybook.me/images/2/2d/Create_new_service_redesigned.png]]


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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>
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>
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===How to clone a service===
===How to clone a service===
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The following service settings will be copied:
The following service settings will be copied:
*service name
*service name
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===How to set service duration===
===How to set service duration===
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===How to set specific schedule for service===
===How to set specific schedule for service===
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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.
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.
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===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 <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;">Main configuration.</span>
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;">Main configuration.</span>
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==Adding Providers==
==Adding Providers==
:Video tutorial
 
<p><youtube>https://youtu.be/rEwLLnFsM2A?si=47z8AO7MtzwDG5J3</youtube></p>
===How to add a provider===
===How to add a provider===
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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.
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.
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===How to clone a provider===
===How to clone a provider===
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The following provider settings will be copied:
The following provider settings will be copied:
*provider name
*provider name
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===How to attach services to provider===
===How to attach services to provider===
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[[File:Provider edit attached services redesigned.png|1200px | center|link=https://help.simplybook.me/images/2/23/Provider_edit_attached_services_redesigned.png]]
[[File:Provider edit attached services redesigned.png|1200px | center|link=https://help.simplybook.me/images/2/23/Provider_edit_attached_services_redesigned.png]]


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===How to set schedule for provider===
===How to set schedule for provider===
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[[File:Service provider schedule path in-tab redesigned.png|1200px | center|link=https://help.simplybook.me/images/6/69/Service_provider_schedule_path_in-tab_redesigned.png]]
[[File:Service provider schedule path in-tab redesigned.png|1200px | center|link=https://help.simplybook.me/images/6/69/Service_provider_schedule_path_in-tab_redesigned.png]]
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[[File:Provider special days path.png|1200px | center|link=https://help.simplybook.me/images/a/a1/Provider_special_days_path.png]]
[[File:Provider special days path.png|1200px | center|link=https://help.simplybook.me/images/a/a1/Provider_special_days_path.png]]
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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.
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.
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