How to manage bookings/da: Difference between revisions

1. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> (item in the left-side menu) select the desirable view, the date you need to add the booking to (you may also use the filters at the top for convenience) and either simply click on free space or select the necessary time period by dragging.

2. Fill in the pop-up form that appears: select or add the client, choose provider and service/class, set the start and end date and times. It is possible to book for a time period that is different from service duration and is multiple of the selected timeframe.<br>

(It may be required to fill in more fields in the pop-up form in case you use additional <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features|Custom Features]].</span><br>

For example, if you are using <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept_payments_custom_feature|Accept Payments]]</span> and wish the invoice to be generated when the booking is added from the admin side you need to check the box <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Receive payment</span> and select the desired payment method before saving the reservation.<br>

<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' This option can be selected during new booking creation only. If the booking was created without invoice generation but you need the invoice to be attached you can cancel such booking and create a new one with the use of <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Receive payment</span> option selected)</span>

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=How to edit bookings=

1. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> (item in the left-side menu) click on the booking to open details and then press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Edit</span> to change any information about the booking. To change the time of the appointment, simply drag and drop booking to the available time you need. You can easily add <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Comment</span> to the appointment or view other bookings of this client by pressing <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span> button<br/>

[[File:Edit booking path redesigned.png|1200px | center|link=https://help.simplybook.me/images/7/7b/Edit_booking_path_redesigned.png ]]

2. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details.</span> Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">View</span> button for the necessary booking to open details and then press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Edit</span> to change any information about the booking.

You can use filters to easily find your bookings for specific service, provider, client or date range.<br/>

<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' It is not possible to edit booking that was already cancelled.</span>

If you need to allow your clients to change the appointment date and/or time themselves please use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Rescheduling_custom_feature|Client Rescheduling]]</span> custom feature.

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=How to cancel bookings=

1. For admin or user

In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> (left-side menu) or in in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details.</span> Click on the booking to open the details or use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">View</span> option if in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> and then press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Cancel booking</span> button. <br/>

[[File:Cancel booking in the booking info form.png|800px| center|link=https://help.simplybook.me/images/9/95/Cancel_booking_in_the_booking_info_form.png ]]

In case you need to cancel many bookings at once you can do that in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details.</span><br>

You can use the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">filter</span> if necessary, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">check the boxes</span> with the bookings to cancel and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Cancel selected</span> button at the top.<br>

<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' It is possible to cancel the appointments from one report page at a time.</span>

2. For client

To cancel their bookings, clients can click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">cancel link</span> in their confirmation emails.

[[File:CancelBookingLink750.png | center ]]

Or use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Cancel</span> button on the booking website, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">My bookings</span> tab.<br>

(If you want to prohibit clients from cancelling the appointments, you may need <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[[Custom_Features#Cancellation_Policy| Cancellation Policy Custom Feature]]</span>.</span>)