SimplyBook.me

Zapier Connector custom feature/sv: Difference between revisions

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Created page with "<div style="background-color:#ffe9e9; padding:5px; border-radius:5px;"> '''Observera!''' * Tillgängliga data beror på vilka <span style="background-color:#cdeffc; padding:5px; border-radius:5px;"> anpassade funktioner</span> som är aktiverade; * Fungerar inte om tvåfaktorsautentisering är aktiverad (<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">HIPAA</span> eller <span style="background-color:..."
Created page with "<br><br> ;Så här använder du funktionen: :1. Aktivera den anpassade funktionen <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Zapier-anslutning</span> i SimplyBook.me under <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Anpassade funktioner</span>. 1200px|border | center|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png <br><br> :2. Skapa en ny..."
 
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'''6 triggers''' are now available:<br>
'''6 triggers''' är tillgängliga:<br>
• ''New booking'' - launches when new booking is created in SimplyBook.me account;<br>
• ''Ny bokning'' – triggas när en ny bokning skapas;<br>
• ''Booking change'' - launches when booking is changed (change of date/time/service/provider/status/intake forms answers);<br>
• ''Bokningsändring'' – triggas när bokningen ändras (datum/tid/tjänst/leverantör/status/formulär);<br>
• ''Booking cancellation'' - launches upon booking cancellation;<br>
• ''Bokningsavbokning'' – triggas när en bokning avbokas;<br>
• ''New client'' - launches when new client is added, either upon a new booking, or when admin manually adds client in SimplyBook.me admin interface.<br>
• ''Ny kund'' – triggas när en ny kund läggs till, antingen via ny bokning eller manuellt av administratör;<br>
• ''New Offer'' - launches when any new offer is created on SimplyBook.me side (can be used when <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> custom feature is enabled).<br>
• ''Nytt erbjudande'' – triggas när ett nytt erbjudande skapas (kräver <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Ta emot betalningar]]</span> aktiverat);<br>
• ''New Invoice'' - launches when new invoice is created and paid on SimplyBook.me side (can be used when <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> custom feature is enabled).
• ''Ny faktura'' – triggas när en faktura skapas och betalas (kräver <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Ta emot betalningar]]</span> aktiverat).
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;'''Tillgängliga data:'''
;'''Available data:'''
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">För bokningsrelaterade triggers (Ny bokning, Bokningsändring, Avbokning):</span><br>
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For booking-related triggers(New booking, Booking change, Booking cancellation):</span><br>
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Grundläggande funktion (utan anpassade funktioner):</span>
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Basic functionality (no custom features enabled)</span>:
*Företag (inloggning, namn, e-post, telefon),
*Company (login, name, email, phone),
*Tjänst (namn, beskrivning, varaktighet, buffertid),
*Service (name, description, duration, buffer time),
*Leverantör (namn, beskrivning, e-post, telefon),
*Provider (name, description, email, phone),
*Kundinformation (namn, e-post, telefon, adress, tidszon),
*Client information (name, email, phone, address, timezone),
*Bokningskod (vid bekräftelse, start-/slutdatum och tid).
*Booking code (if booking is confirmed, start/end date/time).
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<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Custom features related data</span>:
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Data från anpassade funktioner:</span>
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> (service price, currency);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Ta emot betalningar]]</span> (pris, valuta);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Status |Status]]</span> (name, description, color);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Status |Status]]</span> (namn, beskrivning, färg);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> (approval status: approved, canceled);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Godkänn bokningar]]</span> (status: godkänd, avbokad);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Multiple_Locations |Multiple Locations]]</span> (location name, location address (with coordinates), location phone, location description);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Multiple_Locations |Flera platser]]</span> (namn, adress, koordinater, telefon, beskrivning);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Categories |Service Categories]]</span> (category name, category description);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Categories |Tjänstekategorier]]</span> (namn, beskrivning);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Add-ons |Service Add-ons]]</span> (add-on name, add-on price);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Add-ons |Tilläggstjänster]]</span> (namn, pris);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Intake_Forms |Intake Forms]]</span> (answers).
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Intake_Forms |Formulär]]</span> (svar).
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<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For New client trigger</span>:
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">För Ny kund-trigger:</span>
* Client ID;
*Kund-ID, 
* Client name;
*Namn, 
* Client email;
*E-post, 
* Client phone;
*Telefon, 
* Client address;
*Adress, 
* If client is blocked to login (if <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Client_Login |Client login]]</span> custom feature is enabled);
*Om kunden är blockerad (om <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Client_Login |Kundinloggning]]</span> är aktiverat), 
* Client registration date.
*Registreringsdatum.
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<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For New Offer/Invoice triggers</span>:
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">För Erbjudande/Faktura-triggers:</span>
* Order ID;
*Order-ID, 
* Client name / email / phone;
*Kundens namn / e-post / telefon, 
* Offer/Invoice description (list of items ordered, information about discount: gift card/coupon/package used);
*Beskrivning (beställda produkter, använd rabatt: gåvokort / kupong / paket), 
* Order amount and currency;
*Belopp och valuta, 
* Discount amount;
*Rabattbelopp, 
* Order date and time;
*Datum och tid för beställning, 
* Offer/Invoice number in SimplyBook.me system (O-XXXXXX or I-XXXXXX);
*Erbjudande-/fakturanummer i SimplyBook.me (O-XXXXXX eller I-XXXXXX), 
* Payment processor (delay, cash, credit card, wire transfer);
*Betalsätt (fördröjd, kontant, kort, överföring), 
* Payment status (paid, pending) and if payment is received.
*Betalstatus (betald, väntande) och om betalning mottagits.
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;How to use:
;Så här använder du funktionen:
:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Zapier connector</span> custom feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page on SimplyBook.me side.
:1. Aktivera den anpassade funktionen <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Zapier-anslutning</span> i SimplyBook.me under <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Anpassade funktioner</span>.
[[File:Zapier enable path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]
[[File:Zapier enable path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]
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:2. Create new Zap by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make a Zap</span> button in Zapier interface.
:2. Skapa en ny zap genom att klicka på <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make a Zap</span> i Zapier.
[[File:Zapier redesigned create new zap from dashboard.png|1200px|border| center|link=https://help.simplybook.me/images/6/68/Zapier_redesigned_create_new_zap_from_dashboard.png]]
[[File:Zapier redesigned create new zap from dashboard.png|1200px|border| center|link=https://help.simplybook.me/images/6/68/Zapier_redesigned_create_new_zap_from_dashboard.png]]
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:3. Look for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step.</span>
:3. Sök efter SimplyBook i steget <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger</span>. 
[[File:Zapier redesigned select trigger app.png|1200px|border | center|link=https://help.simplybook.me/images/c/c1/Zapier_redesigned_select_trigger_app.png]]
[[File:Zapier redesigned select trigger app.png|1200px|border | center|link=https://help.simplybook.me/images/c/c1/Zapier_redesigned_select_trigger_app.png]]
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:4. Select the desirable trigger.
:4. Välj önskad trigger.
[[File:Zapier redesigned choose trigger event.png|1200px|border | center|link=https://help.simplybook.me/images/9/94/Zapier_redesigned_choose_trigger_event.png]]
[[File:Zapier redesigned choose trigger event.png|1200px|border | center|link=https://help.simplybook.me/images/9/94/Zapier_redesigned_choose_trigger_event.png]]
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:5. Connect SimplyBook.me account.
:5. Anslut ditt SimplyBook.me-konto.
[[File:Zapier redesigned connect simplybook account.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Zapier_redesigned_connect_simplybook_account.png]]
[[File:Zapier redesigned connect simplybook account.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Zapier_redesigned_connect_simplybook_account.png]]
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:6. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> to test this step.
:6. Klicka på <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Fortsätt</span> för att testa steget.
[[File:Zapier redesigned continue to test trigger step.png|1200px|border | center|link=https://help.simplybook.me/images/b/be/Zapier_redesigned_continue_to_test_trigger_step.png]]
[[File:Zapier redesigned continue to test trigger step.png|1200px|border | center|link=https://help.simplybook.me/images/b/be/Zapier_redesigned_continue_to_test_trigger_step.png]]
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:7. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to.
:7. Gå vidare till "action"-steget och sök efter den app du vill koppla till.
[[File:Zapier redesigned search for the action app.png|1200px|border | center|link=https://help.simplybook.me/images/9/95/Zapier_redesigned_search_for_the_action_app.png]]
[[File:Zapier redesigned search for the action app.png|1200px|border | center|link=https://help.simplybook.me/images/9/95/Zapier_redesigned_search_for_the_action_app.png]]
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:8. Connect this application account and setup the template using the available data mentioned above.
:8. Anslut applikationskontot och konfigurera mallen med tillgängliga data.
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:9. You can test this step operation as well if necessary or skip it.
:9. Testa steget om nödvändigt eller hoppa över det.
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:10. Finish the setup, add Zap name and turn it on.
:10. Slutför inställningen, namnge zap:en och aktivera den.
[[File:Zapier redesigned enable zap.png|1200px|border | center|link=https://help.simplybook.me/images/9/9b/Zapier_redesigned_enable_zap.png]]
[[File:Zapier redesigned enable zap.png|1200px|border | center|link=https://help.simplybook.me/images/9/9b/Zapier_redesigned_enable_zap.png]]
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