Difference between revisions of "Custom Features"

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{{#seo:
 
{{#seo:
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|title=Frequently Asked Questions about the Popular Appointment Booking System Scheduler SimplyBook.me
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|title=Custom Features - SimplyBook.me
 
|titlemode=append
 
|titlemode=append
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|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features
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|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality
 
}}
 
}}
  
  
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Custom Features are additional functionalities of the system that will help you to improve your business.  Please check the list of Custom Features below along with their descriptions and instructions how to use.  
+
Custom Features are additional functionalities of the system that will help you to improve your business.  Please check the list of Custom Features below along with their descriptions and view the instructions how to use.<br><br>
−
=Accept Payments=
 
−
<br>
 
−
[[File:Accept payments small2.png|left]]
 
  
−
Accept Payments Custom Feature allows you to accept payments from your clients online. You can set the price for your service and when your clients make a booking, they will be redirected to the payment page.  
+
Video overview [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=nW60o_RIvhY&feature=youtu.be]]
−
You can accept payments via Paypal, Zooz, Skrill, Stripe, LiqPay, Bitcoins, Borgun, Korta, GoCoin, 2Checkout, SquareUp, Worldpay, Alipay, Asiapay (Paydollar, Pesopay, Siampay), Robokassa, Pin Payments, Authorize.net, Dwolla, PayFast, CCAvenue, Mollie, PayFort and Faturah.  
+
<p><youtube>nW60o_RIvhY</youtube></p>
−
<br>
 
  
 +
You may also need:
 +
*[[Popular_custom_features_by_business_category | TOP 10 Custom Features per Business Category]]
 +
*[[Custom Features dependent on other Custom Features]]
 +
*[[What Custom Features do not work with each other]]
 +
*[[Custom Features by category | Custom Features by Functionality Category]]
 +
__NOTOC__
 +
<h1>Contents</h1>
 +
<div class="plugin">[[Custom_Features#Accept_Deposits| Accept Deposits]]</div>
 +
<div class="plugin">[[Custom_Features#Accept_Payments| Accept Payments]]</div>
 +
<div class="plugin">[[Custom_Features#Anti-Fraud/Spam Protection Custom Feature| Anti-Fraud/Spam Protection Custom Feature]]</div>
 +
<div class="plugin">[[Custom_Features#Any_Employee_Selector| Any Employee Selector]]</div>
 +
<div class="plugin">[[Custom_Features#API| API]]</div>
 +
<div class="plugin">[[Custom_Features#Appointment_at_Fixed_Time| Appointment at Fixed Time]]</div>
 +
<div class="plugin">[[Custom_Features#Approve_Bookings| Approve Bookings]]</div>
 +
<div class="plugin">[[Custom_Features#Book_Soon_Notification_System| Book Soon Notification System]]</div>
 +
<div class="plugin">[[Custom_Features#Calendar_Sync| Calendar Sync]]</div>
 +
<div class="plugin">[[Custom_Features#Campaign| Campaign]]</div>
 +
<div class="plugin">[[Custom_Features#Cancellation_Policy| Cancellation Policy]]</div>
 +
<div class="plugin">[[Custom_Features#Classes| Classes]]</div>
 +
<div class="plugin">[[Custom_Features#Clean_History| Clean History]]</div>
 +
<div class="plugin">[[Custom_Features#Client_Fields| Client Fields]]</div>
 +
<div class="plugin">[[Custom_Features#Client_Login| Client Login]]</div>
 +
<div class="plugin">[[Custom_Features#Client_Mobile_App| Client Mobile App]]</div>
 +
<div class="plugin">[[Custom_Features#Client_Rescheduling| Client Rescheduling]]</div>
 +
<div class="plugin">[[Custom_Features#Contact_Widget| Contact Widget]]</div>
 +
<div class="plugin">[[Custom_Features#Coupons_.26_Gift_Cards| Coupons & Gift Cards]]</div>
 +
<div class="plugin">[[Custom_Features#Custom_CSS| Custom CSS]]</div>
 +
<div class="plugin">[[Custom_Features#Custom_Domain| Custom Domain]]</div>
 +
<div class="plugin">[[Custom_Features#Custom_Email| Custom Email]]</div>
 +
<div class="plugin">[[Custom_Features#Custom_Page| Custom Page]]</div>
 +
<div class="plugin">[[Custom_Features#Daily_Report| Daily Report]]</div>
 +
<div class="plugin">[[Custom_Features#Display_Remaining_Spaces| Display Remaining Spaces]]</div>
 +
<div class="plugin">[[Custom_Features#External_Booking_Validator| External Booking Validator]]</div>
 +
<div class="plugin">[[Custom_Features#Facebook_and_Instagram_Bookings| Facebook and Instagram Bookings]]</div>
 +
<div class="plugin">[[Custom_Features#Facebook_Client_Info| Facebook Client Info]]</div>
 +
<div class="plugin">[[Custom_Features#Facebook_Pixel| Facebook Pixel]]</div>
 +
<div class="plugin">[[Custom_Features#File_Uploader_-_Google_Drive| File Uploader - Google Drive]]</div>
 +
<div class="plugin">[[Custom_Features#Flexible_Notifications| Flexible Notifications]]</div>
 +
<div class="plugin">[[Custom_Features#Google_Adwords_and_Analytics| Google Adwords and Analytics]]</div>
 +
<div class="plugin">[[Custom_Features#Google_Authenticator| Google Authenticator]]</div>
 +
<div class="plugin">[[Custom_Features#Google_Business| Google Business]]</div>
 +
::<div class="plugin-item">[[Custom_Features#Reserve_with_Google| Reserve with Google]]</div>
 +
<div class="plugin">[[Google_Reviews_custom_feature |Google Reviews]]</div>
 +
<div class="plugin">[[Custom_Features#Google_Tag_Manager| Google Tag Manager]]</div>
 +
<div class="plugin">[[Custom_Features#Google_Translate| Google Translate]]</div>
 +
<div class="plugin">[[Custom_Features#Group_Bookings| Group Bookings]]</div>
 +
<div class="plugin">[[Custom_Features#HIPAA| HIPAA]]</div>
 +
<div class="plugin">[[Custom_Features#HTML_Description_Field_for_Events| HTML Description Field for Events]]</div>
 +
<div class="plugin">[[Custom_Features#Import_Clients| Import Clients]]</div>
 +
<div class="plugin">[[Custom_Features#Insights| Insights]]</div>
 +
<div class="plugin">[[Custom_Features#Instagram_Photo_Sharing| Instagram Photo Sharing]]</div>
 +
<div class="plugin">[[Custom_Features#Intake_Forms| Intake Forms]]</div>
 +
<div class="plugin">[[Custom_Features#Kiosk| Kiosk]]</div>
 +
<div class="plugin">[[Custom_Features#Limit_Bookings| Limit Bookings]]</div>
 +
<div class="plugin">[[Custom_Features#Line_Bot| Line Bot]]</div>
 +
<div class="plugin">[[Custom_Features#LINE_LIFF| LINE LIFF]]</div>
 +
<div class="plugin">[[Custom_Features#Loyalty_System| Loyalty System]]</div>
 +
<div class="plugin">[[Custom_Features#Make_me_Look_Busy| Make me Look Busy]]</div>
 +
<div class="plugin">[[Custom_Features#Medical Test| Medical Test]]</div>
 +
<div class="plugin">[[Custom_Features#Membership| Membership]]</div>
 +
<div class="plugin">[[Custom_Features#Multiple_Bookings| Multiple Bookings]]</div>
 +
<div class="plugin">[[Custom_Features#Multiple_Locations| Multiple Locations]]</div>
 +
<div class="plugin">[[Custom_Features#News| News]]</div>
 +
<div class="plugin">[[Custom_Features#Online_Video_Meetings| Online Video Meetings]]</div>
 +
<div class="plugin">[[Custom_Features#Packages| Packages]]</div>
 +
<div class="plugin">[[Custom_Features#Password_Security_Settings| Password Security Settings]]</div>
 +
<div class="plugin">[[Custom_Features#Photo_Gallery| Photo Gallery]]</div>
 +
<div class="plugin">[[Custom_Features#Point_of_Sale| Point of Sale]]</div>
 +
<div class="plugin">[[Custom_Features#Products_for_Sale| Products for Sale]]</div>
 +
<div class="plugin">[[Custom_Features#Provider.27s_Color_Coding| Provider's Color Coding]]</div>
 +
<div class="plugin">[[Custom_Features#Related_Resources| Related Resources]]</div>
 +
<div class="plugin">[[Custom_Features#Service_Add-ons| Service Add-ons]]</div>
 +
<div class="plugin">[[Custom_Features#Service_Categories| Service Categories]]</div>
 +
<div class="plugin">[[Custom_Features#SMS_Gateway| SMS Gateway]]</div>
 +
<div class="plugin">[[Custom_Features#SMTP| SMTP]]</div>
 +
<div class="plugin">[[Custom_Features#SOAP_with_Encryption| SOAP with Encryption]]</div>
 +
<div class="plugin">[[Custom_Features#SSL| SSL]]</div>
 +
<div class="plugin">[[Custom_Features#SSO:_SAML| SSO: SAML]]</div>
 +
<div class="plugin">[[Custom_Features#Status| Status]]</div>
 +
<div class="plugin">[[Custom_Features#Tags| Tags]]</div>
 +
<div class="plugin">[[Custom_Features#Take_Me_Back_Home| Take Me Back Home]]</div>
 +
<div class="plugin">[[Custom_Features#Telegram_Notifications| Telegram Notifications]]</div>
 +
<div class="plugin">[[Custom_Features#Terms_and_Conditions| Terms and Conditions]]</div>
 +
<div class="plugin">[[Custom_Features#Ticket's_QR_Code| Ticket's QR Code]]</div>
 +
<div class="plugin">[[Custom_Features#Tickets| Tickets]]</div>
 +
<div class="plugin">[[Custom_Features#Tips| Tips]]</div>
 +
<div class="plugin">[[Custom_Features#Vaccination report| Vaccination report]]</div>
 +
<div class="plugin">[[Custom_Features#Visitor_Counter| Visitor Counter]]</div>
 +
<div class="plugin">[[Custom_Features#Waiting_List| Waiting List]]</div>
 +
<div class="plugin">[[Custom_Features#Zapier_Connector| Zapier Connector]]</div>
 +
<br><br><br><br>
  
−
;How to use
+
=[[Accept deposits custom feature|Accept Deposits]]=
−
:1. Enable Accept Payments Custom Feature in the Custom Feature section.
+
[[File:Accept deposits icon.png |left]] Use deposits to increase the likelihood of clients coming for the service and make sure that in case they do not show up that you can keep the deposit. Remark that some clients may contact their bank directly to get refund of deposits in which case there is little that can be done but such cases should be rare.
−
:2. In Custom Feature Settings choose payment processor and fill in the necessary details.
+
<br><br>
−
::2.1 (Optional) set your payment timeout in the settings of Custom Feature, we recommend not less than 20-30  minutes.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept deposits custom feature|...>]]</span>'''
−
::2.2 (Optional) In the settings of Custom Feature you can make payment after booking mandatory or optional by setting Allow Delay payment (client will pay on place) to No or Yes.  
+
<br><br>
−
:3. In Manage//Services//Service details //Service price settings set the price of your service.
+
------
  
−
;How Accept Payments Custom Feature works
+
=[[Accept payments custom feature |Accept Payments]]=
−
:1. Client goes through the booking process and presses "Book Now" at the end.
+
[[File:Accept payments small2.png|left]] Accept Payments Custom Feature allows you to accept payments from your clients online. You can set the price for your service and when your clients make a booking, they will be redirected to the payment page.
−
:2. He is directed to payment system and unconfirmed booking appears in the admin calendar with red mark "not paid" to reserve this time so that no other person can accidentally book the same slot and there were no double bookings. <br>
+
You can accept payments via a variety of payment processors. All the online payments are processed by the payment gateway of your choice and if there is a need to issue a refund to a client it can be done if you are using SBPay.me integration or from the admin account of your payment processor.
−
[[File: NotPaidCalendar_750.png‎|center]]<br>
+
<br><br>
−
:3. After that, client has 2 options:
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept payments custom feature|...>]]</span>'''
−
::3.1. pay and the payment processor will send us confirmation that client paid and we will approve it on our side (mark in calendar will become Green). <br>
+
<br><br>
−
[[File: PaidCalendar_750.png‎|center]]<br>
+
-----------
−
::3.2. do not finish paying, client is directed to payment system, but then he closes the page, closes the browser, or simply leaves it open without any actions for a long period of time. In this case, the system will wait until timeout you set up in the settings of Accept payments Custom Feature will end and will cancel the non-paid booking. Emails to client and admin won't be sent about the timed out bookings because they were never finished. Same happens if the client paid, but paid later than timeout. In this case, if you receive a notification from PayPal/Stripe that client paid for a booking but too late, you can go to Reports//Payment transactions and approve this booking manually.<br>
 
−
[[File: PaymentTransactions_750.png‎|center]]<br>
 
  
−
;What is "Allow delay payment" option
+
=[[Anti-Fraud/Spam Protection Custom Feature|Anti-Fraud/Spam Protection Custom Feature]]=
−
[[File:Accept_payments_new.PNG‎|border|right]]
+
[[File:Booking restriction plugin icon.png|left]] This is an Anti-Fraud/Spam Protection feature. It enables administrators to limit the number of bookings that can be made from the same email, phone, and IP address. The feature provides various options, such as setting the maximum number of bookings, defining the time period in which these bookings can be made, and the ability to block or flag suspected fraudulent activities. This feature helps to prevent fraudulent or spammy bookings and protects the system's integrity, ensuring a smooth and trustworthy booking experience for legitimate customers.
−
When your clients are transferred to the payment page after "Details" tab, they usually have several options: your payment processor (1 or several) and "Pay Later". "Pay Later" means that client will pay right on the place when he/she arrives to the appointment. In your Dashboard, when you click on appointment, such booking in the field "service price" will have remark (Pay Later). If you want to disable "Pay later" option, choose "No" for "Allow delay payment" in the settings of Accept Payments Custom Feature.
 
−
<br><br>
 
−
;How to change the currency for payments
 
−
You can change the currency in the settings of Accept Payments Custom Feature and in Manage//Services//pencil icon on the Service//Service price//Currency.<br>
 
−
Please note: some payment processors do not support all currencies. Before settings the currency, check if the selected payment processor supports it.  
 
 
<br><br>
 
<br><br>
−
;How to add tax to services
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Anti-Fraud/Spam Protection Custom Feature|...>]]</span>'''
−
Yes, you can set it in the settings of Accept payments Custom Feature in the field "Sales tax".
 
 
<br><br>
 
<br><br>
−
;How to set the confirmation fee, not the whole price for the service
 
−
:1. Enable "Accept Payments" Custom Feature in the the Custom Feature section.
 
−
:2. Choose payment processor and fill in the necessary details.
 
−
:3. In Manage//Services//pencil icon on the Service//Service price set the price of your service (the confirmation fee you want to receive). In the description of the service write actual price.
 
−
 
−
;Can I use other payment processor not listed in the Accept Payments Custom Feature?
 
−
Yes, please read [http://blog.simplybook.me/adding-payment-processors-to-simplybook-me| this article] and if you have a developer who can help you write the necessary code, we will gladly add it to our system.
 
−
 
 
-----------
 
-----------
  
−
=Any Employee Selector=
+
=[[Any_Employee_Selector_custom_feature |Any Employee Selector]]=  
−
<br>
+
[[File:Any employee new icon.png ‎|left]] You can use this Custom Feature to add a service provider called "Any provider" to the booking page, and if the client chooses this provider, all times of available providers will show. Or you can also use this Custom Feature to hide employee step on the booking page. or auto allocate any available provider for selected service randomly to simplify the booking process.
−
[[File:Any employee new icon.png ‎|left]]
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<br><br>
−
<br>
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Any Employee Selector custom feature|...>]]</span>'''
−
You can use this Custom Feature to add a service provider called "Any provider", and if the client chooses this provider, all times of available providers will show.  
 
−
<br>
 
−
 
 
−
 
 
−
'''You can also use this Custom Feature to:'''
 
−
*Hide employee step on the booking page
 
−
*Auto allocate any available provider for selected service randomly
 
−
 
 
−
 
 
−
[[File:Any employee booking page new.png | center]]
 
 
<br><br>
 
<br><br>
−
This way the client only chooses the service and the time so it simplifies the booking process.<br>
 
−
 
−
 
−
[[File:Any employee settings.png| center]]
 
−
 
 
-------
 
-------
  
−
=API=
+
=[[API_custom_feature |API]]=  
−
<br>
 
 
[[File:Api new icon.png ‎|left]]
 
[[File:Api new icon.png ‎|left]]
−
<br>
+
With the help of this custom feature you can design your own solutions varying from simple widgets to multi-functional applications. <br>
−
With the help of this Custom Feature you can design your own solutions varying from simple widgets to multi-functional applications. Use it to authorize in [https://simplybook.me/ Simplybook] API with API key.  
+
Use it to authorize in [https://simplybook.me/ Simplybook] API with API key.  
−
<br>
+
<br><br>
−
 
+
:::'''Documentation on <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[API| API]]</span>'''
−
 
+
<br><br>
−
*[[WordPress plugin]]
 
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*[[Joomla module]]
 
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−
*[[API| API documentation]]
 
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*[https://simplybook.me/api/explorer API explorer]
 
−
 
 
 
-------
 
-------
  
−
=Appointment at Fixed Time=
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=[[Appointment at Fixed Time custom feature|Appointment at Fixed Time]]=  
−
<br>
 
 
[[File:Appointment at fixed time new icon.png| left]]  
 
[[File:Appointment at fixed time new icon.png| left]]  
−
 
+
This Custom Feature allows advanced flexibility to your appointment start times for all services at once or per each service. Custom Feature can be used to define exact hour and/or minutes in an hour where your services are available (e.g. 10.00, 14.30, 16.25). It can be used to set the start hour and then choose fixed or multiple interval in minutes when your services are available (e.g. multiple of 15 min 10.00, 10.15, 10.30, 10.45).
−
This Custom Feature allows advanced flexibility to your appointment start times. You can also define different time start for each separate service. Custom Feature can be used to define exact hour and/or minutes in an hour where your services are available (e.g. 10.00, 14.30, 16.25). It can be used to set the start hour and then choose fixed or multiple interval in minutes when your services are available (e.g. multiple of 15 min 10.00, 10.15, 10.30, 10.45).
 
−
<br><br>
 
−
[[File:Appointment at fixed time1.png |center]]
 
 
<br><br>
 
<br><br>
−
:'''Please note!''' This feature works with "slots" timelines: slots weekly or modern.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Appointment at Fixed Time custom feature|...>]]</span>'''
 
<br><br>
 
<br><br>
 
-------
 
-------
  
−
=Approve Bookings=
+
=[[Approve Bookings custom feature|Approve Bookings]]=  
−
<br>
 
 
[[File:Approve booking new icon.png ‎|left]]
 
[[File:Approve booking new icon.png ‎|left]]
−
 
+
Approve Bookings Custom Feature is essential if you need to look at customers details before you can approve their booking. It allows you to check information given by clients before you accept their bookings. When your clients book an appointment, at the end they will see a notice that confirmation email will be sent when their booking is approved.  
−
Approve Bookings Custom Feature is essential if you need to look at customers specifically before you can approve their booking. It allows you to check information given by clients before you accept their bookings. You can find all new bookings in "Pending" tab in your calendar. When your clients book an appointment, at the end they will see a notice that confirmation email will be sent when their booking is approved.  
+
<br><br>
 +
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Approve Bookings custom feature|...>]]</span>'''
 
<br><br>
 
<br><br>
−
 
−
''Please note! If you have Accept Payments Custom Feature enabled, paid bookings will be approved automatically, only free services and bookings with "Pay Later" option can be approved/rejected.''
 
−
 
−
 
−
[[File:Approve_bookings_new.PNG|center]]
 
−
 
 
-------
 
-------
  
−
=Book Soon Notification System=
+
=[[Book Soon Notification System custom feature|Book Soon Notification System]]=  
−
<br>
 
 
[[File:Book soon new icon.png ‎|left]]
 
[[File:Book soon new icon.png ‎|left]]
−
 
+
Make sure your clients come again! This Custom Feature will remind your clients to come back as you can send them a message x-number of days after their appointment. For example, you can compose your own message and send a reminder always 30 days after an appointment.
−
Make sure your clients come again! This Custom Feature will remind your clients to come back as you can send them a message x-number of days after their last appointment. For example, you can compose your own message and send a reminder always 30 days after an appointment.
+
<br><br>
 +
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Book Soon Notification System custom feature|...>]]</span>'''
 
<br><br>
 
<br><br>
−
 
−
[[File:Book soon new 2.PNG‎|center]]
 
−
 
−
 
−
 
−
;How to use Book Soon notification Custom Feature.
 
−
:1. Enable Custom Feature.
 
−
:2. In the settings press "Add new".
 
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:3. Configure email and /or sms notifications by writing subject and the text (you can insert variables in your message).
 
−
:4. In the field "Book soon notifications" name this notification to distinguish it from other notifications you may want to create in future.
 
−
:5. Set notification delay days (number of days after the appointment when notification should be sent)
 
−
:6. Select service and provider for which the notification will be applied to (optional).
 
−
 
 
-------
 
-------
  
−
=Calendar Sync=
+
=[[Calendar Sync custom feature|Calendar Sync]]=  
−
<br>
 
 
[[File:Calendar sync new icon.png ‎|left]]
 
[[File:Calendar sync new icon.png ‎|left]]
−
<br>
 
 
Calendar Sync Custom Feature is used for 2-way synchronization with Google and Outlook calendars. You can export bookings from [https://simplybook.me/ SimplyBook] to Google or Outlook calendars and also block times occupied by Google/Outlook Calendar event in your [https://simplybook.me/ SimplyBook] dashboard.
 
Calendar Sync Custom Feature is used for 2-way synchronization with Google and Outlook calendars. You can export bookings from [https://simplybook.me/ SimplyBook] to Google or Outlook calendars and also block times occupied by Google/Outlook Calendar event in your [https://simplybook.me/ SimplyBook] dashboard.
−
<br><br><br>
 
−
;How to use
 
−
:1. Enable Calendar Sync Custom Feature in the Custom Feature section.
 
−
:2. Click on "Add new calendar" in its Settings and connect Google or Outlook account.
 
−
<br>
 
−
[[File:Connect calendar new.png]]
 
 
<br><br>
 
<br><br>
−
:3. Select calendar.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Calendar Sync custom feature|...>]]</span>'''
−
:4. Press "export" to export your old bookings to Google or Outlook calendar (optional)
 
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:5. Check the box "sync busy time" if you want to block times in the [https://simplybook.me/ simplybook] dashboard occupied by Google/Outlook Calendar events.  
 
−
<br>
 
−
<br>
 
−
[[File:Providers connected.png]]
 
−
<br>
 
−
<br>
 
−
<br>
 
−
'''''Please note''''' that if "sync busy time" is checked and you have set your provider to accept more than 1 client at a time it will not be possible to make more than 1 booking as the booking will be exported to Google/Oultook as "busy time" and will block that time from booking.
 
−
<br>
 
−
If you need to accept more than one booking at a time for your provider please uncheck "sync busy time" box.
 
−
<br>
 
−
<br>
 
−
:6. All Google/Outlook calendar events will block time in SimplyBook only in '''Service Provider view''' in calendar (because you connect calendar to provider). Nothing will be visible in Day and Week view because those views are for all providers (if you  have several providers, it would be impossible to show all Google/Outlook events in 1 calendar).
 
−
<br>
 
−
[[File:Google calendarsync.png| center]]
 
 
<br><br>
 
<br><br>
−
;[https://simplybook.me/ Simplybook] doesn’t sync with Google/Outlook calendar
+
----------
−
Possible reasons:
+
 
−
:1. please, notice that synchronization can take up to 10 mins;
+
=[[Campaign custom feature|Campaign]]=
−
:2. if Google/Outlook updates calendar app, press “Export” button again to sync;
+
[[File:Campaign logo.png|100px|left]]
−
:3. wrong calendar was chosen (in Custom Features//Calendar Sync//Settings//Select calendar);
+
The "Campaign" custom feature is an advanced tool designed for implementing mass marketing strategies and customer engagement across diverse communication channels. It enables companies to create and optimize advertising campaigns, delivering messages in a customer-friendly manner. During campaign creation, users can choose from various message types, such as SMS, emails, and push notifications. You can manually select clients, choose all clients at once, or send campaign messages to clients under specific tags using the Tags feature. This flexibility allows you to tailor communication strategies to the specific needs and preferences of your target audience.
−
:4. Google calendar events should be marked as “busy” for 2-way synchronization, Outlook calendar events should not be marked as "free" to block times on the booking page.<br>
 
−
''Example from Google calendar:''
 
−
[[File:Busy in google calendar750.png| center]]
 
 
<br><br>
 
<br><br>
−
''Example from Outlook calendar:''
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Campaign custom feature|...>]]</span>'''
−
<br>
 
−
[[File: Outlook busy.png | center]]
 
 
<br><br>
 
<br><br>
−
;SimplyBook.me event is listed twice in Google calendar
 
−
It can be because of the Google calendar setting to automatically add events from your emails. Therefore, if you receive confirmation emails with booking details, Google automatically adds them to your calendar. To turn off this option: click Settings icon in the top right corner of Google calendar//Settings//Automatically add invitations to my calendar//No.
 
−
 
−
 
 
----------
 
----------
−
 
+
=[[Cancellation Policy custom feature|Cancellation Policy]]=
−
 
 
−
=Cancellation Policy=
 
−
<br>
 
 
[[File:Cancelation policy new icon.png |left]]
 
[[File:Cancelation policy new icon.png |left]]
−
 
+
You can restrict time when clients can cancel appointments with the help of Cancellation Policy Custom Feature. Simply set the number of hours before appointment when cancellation is possible or prohibit cancellations at all. If client tries to cancel an appointment beyond the limit, he/she will see a warning notice that the booking cannot be cancelled.
−
You can restrict time when clients can cancel appointments with the help of Cancellation Policy Custom Feature. Simply set the number of hours before appointment when cancellation is possible or prohibit cancellations at all. If client tries to cancel an appointment beyond the limit, he/she will see a warning notice that the booking cannot be cancelled. <br><br>
+
<br><br>
−
 
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
−
[[File:Cancellation policy1.png | center ]]<br/>
+
<br><br>
−
 
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Cancellation Policy custom feature|...>]]</span>'''
 +
<br><br>
 
------
 
------
−
=Classes=
 
  
−
[[File:Classes.png | left]] Now SimplyBook.me allows new option for classes and events scheduling whatever kind of business you have. Brand new feature allows you to have all your classes/events in separate section so that you will never mix them up with simple services. Or you can use classes/events interface only. Moreover, this custom feature allows to have almost all settings necessary for class/event scheduling on one page, which makes the setup process easy and fast.
+
=[[Classes_custom_feature |Classes]]=
−
<br>
+
[[File:Classes.png | left]]  
−
To enable this option please go to Custom features page, select “Other” section and click on “Enable” near “Classes” feature.
+
Now SimplyBook.me allows new option for classes and events scheduling whatever kind of business you have. Brand new feature allows you to have all your classes/events in separate section so that you will never mix them up with simple services. Or you can use classes/events interface only. Moreover, this custom feature allows to have almost all settings necessary for class/event scheduling on one page, which makes the setup process easy and fast.
−
[[File:Enable classes plugin.png | center]]
 
 
<br><br>
 
<br><br>
−
Please check more detailed instructions how to create classes [[Classes_custom_feature |here]].
+
Video tutorial available [[File:Youtube-Logo.png|link=https://youtu.be/xXXl2pWy4BM]]
 
<br><br>
 
<br><br>
−
And video tutorial how to sell membership related classes [https://vimeo.com/236888588 here]
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Classes_custom_feature|...>]]</span>'''
 
<br><br>
 
<br><br>
 
------
 
------
  
−
=Clean History=
+
=[[Clean History custom feature|Clean History]]=  
−
<br>
 
 
[[File:Clean history new icon.png ‎|left]]
 
[[File:Clean history new icon.png ‎|left]]
 +
Use this Custom Feature to clean all old bookings from the system. You can set when the bookings should be deleted and then the Custom Feature will take care of never having older bookings on record than according to your definition. Please use with care as we can not get deleted bookings back for you! It works and deletes selected bookings till you turn this feature off.
 +
<br><br>
 +
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 +
<br><br>
 +
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Clean History custom feature|...>]]</span>'''
 +
<br><br>
 +
-------
  
−
Use this Custom Feature to clean all old bookings from the system. You can set when the bookings should be deleted and then the Custom Feature will take care of never having older bookings on record than according to your definition. Please use with care as we can not get deleted bookings back for you!
+
=[[Client_Fields_Custom_Feature|Client Fields]]=
−
<br>
+
[[File:Client field icon.png|left]]
−
 
+
Get information from clients upon sign up that relates to the client. An example of such information could be, "Name of spouse", or "Date of Birth" since this is fixed information and would generally not change between bookings.
−
 
+
<br><br>
−
[[File:Clear_history_new.PNG‎ | center]]
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client Fields Custom Feature|...>]]</span>'''
−
 
+
<br><br>
 
-------
 
-------
  
−
 
+
=[[Client Login custom feature|Client Login]]=  
−
=Client Login=
 
−
<br>
 
 
[[File:Client login new icon.png| left]]
 
[[File:Client login new icon.png| left]]
−
 
 
Use this Custom Feature to allow clients to register online, quickly make bookings and see their booking history. You can block and unblock clients from making bookings on your booking page and also turn off or on the ability for clients to register an account. If you close for client registrations, only clients you have registered and granted access can make bookings.
 
Use this Custom Feature to allow clients to register online, quickly make bookings and see their booking history. You can block and unblock clients from making bookings on your booking page and also turn off or on the ability for clients to register an account. If you close for client registrations, only clients you have registered and granted access can make bookings.
 
<br><br>
 
<br><br>
 +
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client Login custom feature|>]]</span>'''
 +
<br><br>
 +
-------
  
−
;How to use
+
=[[Client mobile app|Client Mobile App]]=
 +
[[File:Pwa icon.png|left]]
 +
Let your clients download your own personalised client app. With the app on their mobile they can easily book, [[Client_Rescheduling_custom_feature|reschedule]], purchase [[Packages_custom_feature|packages]],[[Membership_custom_feature|memberships]] and [[Coupons_and_Gift_Cards_custom_feature|gift cards]] as well as access your business directly from their phones.
 +
The Client app is available for all paying SimplyBook.me users who use [[Client_Login_custom_feature|Client Login]], and if you have a premium subscription you can personalise it with your own logo and brand color. Ask your clients to go to your booking website on a mobile device, and from there they will be invited to download the app on their mobile.<br>
 +
It's as simple as that!
 +
<br><br>
 +
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client mobile app|>]]</span>'''
 +
<br><br>
 +
-------
  
−
Click on "Settings" button to enable/disable sign up on the booking page, ask your clients for their address on the booking page and set notification templates about creating new user, password reset and change.
+
=[[Client Rescheduling custom feature|Client Rescheduling]]=
−
<br>
+
[[File:Reschedule booking icon.png|left]]  
−
[[File:Client login new.png | center]]
+
The Client rescheduling custom feature allows you to include reschedule links in notification messages to your clients and rescheduling button to the booking site. The clients can use these options to find a new time for their booking if within allowed rescheduling period.
−
<br>
+
<br><br>
−
To have bookings only from clients that already exist in the system please uncheck the box “Allow clients to sign up on site”
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client Rescheduling custom feature|>]]</span>'''
−
If it is checked anyone will be able to sign up and make a booking.
 
−
<br>
 
−
[[File:Address client login.png | center]]
 
−
<br>
 
−
To block/unblock some clients from booking please go to Manage//Clients and click on “Block” or “Unblock” buttons there.
 
−
<br>
 
−
[[File:Block clients.png | center]]
 
−
<br>
 
−
'''Please note!''' If you block the client he/she will not receive information about your [[Custom_Features#Simply_Smart_Promotions | promotions]] as well.
 
 
<br><br>
 
<br><br>
−
If you need to merge clients please follow these instructions:.
 
−
<br>
 
−
:1) Go to Manage//Clients, and click on "Merge clients" at the top.
 
−
<br>
 
−
[[File:Merge clients1.png | center]]
 
−
<br>
 
−
:2) Then check the boxes with necessary clients and click on "Merge"
 
−
[[File:Merge clients.png |center]]
 
−
<br>
 
−
 
 
-------
 
-------
  
−
=Contact Widget=
+
=[[Contact Widget custom feature|Contact Widget]]=
−
<br>
 
 
[[File:Contact widget new icon.png ‎|left]]
 
[[File:Contact widget new icon.png ‎|left]]
 +
Enable this Custom Feature if you need to add Book and Contact widget to your own website or simply add a contact form to the booking website. With this Custom Feature, your clients will be able to book directly from your website and also send you a contact with detailed information.
 +
<br><br>
 +
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Contact Widget custom feature|>]]</span>'''
 +
<br><br>
 +
-------
  
−
Enable this Custom Feature if you need to add Book and Contact widget to your own website. With this Custom Feature, your clients will be able to book directly from your website and also send you a contact with detailed information.
+
=[[Coupons and Gift Cards custom feature | Coupons & Gift Cards]]=
−
<br>
+
[[File:Coupons and gift cards icon.png| left]]
−
See the instructions [[Widgets_for_your_own_website#Booking_and_Contact_Button_Widget| how to add booking widget to your website]]
+
Create and sell gift cards, and send coupons to your clients with the Coupons & Gift Cards custom feature! You can make % and fixed amount discounts and sell gift certificates. Use this amazing feature to promote your business. Customize your promotions with defined dates, messages and codes.
−
 
+
<br><br>
−
 
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Coupons and Gift Cards custom feature|>]]</span>'''
 +
<br><br>
 
-------
 
-------
  
−
 
+
=[[Custom CSS custom feature|Custom CSS]]=  
−
=Custom CSS=
 
−
<br>
 
 
[[File:Custom css new icon.png ‎|left]]
 
[[File:Custom css new icon.png ‎|left]]
−
 
 
Make your own booking interface with this CSS Custom Feature. It allows to change the styles of different elements, hide them, change fonts, colors, font-sizes, etc. If you know  CSS coding, please use tools of browser to find identifiers of elements and write rules in the settings of Custom Feature, if you have no deep knowledge of CSS, please contact support and they will try to find the best solution for you.  
 
Make your own booking interface with this CSS Custom Feature. It allows to change the styles of different elements, hide them, change fonts, colors, font-sizes, etc. If you know  CSS coding, please use tools of browser to find identifiers of elements and write rules in the settings of Custom Feature, if you have no deep knowledge of CSS, please contact support and they will try to find the best solution for you.  
 
<br><br>
 
<br><br>
−
'''[[Remove_Elements_from_booking_page#Removing_with_Custom_CSS| See most common requests how to remove elements with CSS here (phone, email fields, social tabs, our time, etc)]]'''
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 +
<br><br>
 +
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom CSS custom feature|>]]</span>'''
 
<br><br>
 
<br><br>
 +
-------
  
−
-------
+
=[[Custom Domain custom feature|Custom Domain]]=
−
=Custom Domain=
 
−
<br>
 
 
[[File:Domain.png | left]]
 
[[File:Domain.png | left]]
−
This option allows to  set your own sitelink (URL) for your booking page with connection done through secure layer. If you own your own domain name, you can now simply use the booking site with this name or a sub domain of this name.
+
This option allows to  set your own sitelink (URL) for your booking page with connection done through secure layer. If you own your own domain name, you can now simply use the booking site with this name or a sub domain of this name (/v2/ part of the booking site URL cannot be changed).
−
<br><br><br>
+
<br><br>
−
If you want to change simplybook.me in url of your booking page, you can enable this feature in your Custom Features page per 129USD.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom Domain custom feature|>]]</span>'''
−
Then in your Domain controller, you need to find where you set the DNS records according to instructions displayed in this feature settings.
 
−
[[File:Domain feature settings.png | center]]
 
 
<br><br>
 
<br><br>
−
After A-records are set enter domain name you wish to use in its settings.
+
------
−
 
 
  
 +
=[[Custom Email custom feature|Custom Email]]=
 +
[[File:Custom email logo.png|left]]
 +
Would you like to send your clients and staff attractive email notifications with own customizable branding, links, buttons, and many other options? Enabling this custom feature gives you access to the HTML editor where you can easily drag and drop various content blocks, add images, text, contact details, etc. Please just mind that the booking or purchase related content, as well as adding of the corresponding variables is to be edited either in Settings -> Email and SMS settings if you are using common appointent notification templates, or in the specific custom feature settings in case you have customized notifications.
 +
<br><br>
 +
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom Email custom feature|>]]</span>'''
 +
<br><br>
 
------
 
------
  
 +
=[[Custom Page custom feature|Custom Page]]=
 +
[[File:Static page.png | left]]
 +
This custom feature allows you to add your own custom static pages to your booking website, re-order all booking site pages in the main menu, hide menu items, and add custom links to the main menu.
 +
<br><br>
 +
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom Page custom feature|>]]</span>'''
 +
<br><br>
 +
--------
  
−
=Daily Report=
+
=[[Daily Report custom feature|Daily Report]]=  
−
<br>
 
 
[[File:Daily report new icon.png ‎|left]]
 
[[File:Daily report new icon.png ‎|left]]
−
 
+
Every day this Custom Feature will send you an updated status of all bookings for the day. You will also receive a list with your active bookings for the upcoming week.
−
Every morning this Custom Feature will send you an updated status of all bookings for the day. You will also receive a list with your active bookings for the upcoming week.
+
In the settings of this Custom Feature you can decide whether you want to include today's new bookings, today's canceled bookings, decide the period for upcoming bookings like 1 day, 3, 7, 14, 21, 30 days and set notification time.
−
In the settings of this Custom Feature you can decide whether you want to include today's new bookings, today's cancelled bookings, decide the period for upcoming bookings like 1 day, 3, 7, 14, 21, 30 days and set notification time.
+
<br><br>
 +
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Daily Report custom feature|>]]</span>'''
 
<br><br>
 
<br><br>
−
 
−
[[File:Daily_report_new.PNG|center]]
 
−
 
 
-------
 
-------
−
=Facebook Bot=
 
−
<br>
 
−
[[File:Facebook bot logo.png |left]]
 
−
 
−
 
−
Do you wish to add automated booking functionality to your facebook fan page? <br>Now it is possible with brand new Facebook bot custom feature.
 
−
 
  
−
:'''How to use?'''
+
=[[Display Remaining Spaces|Display Remaining Spaces]]=
−
 
+
[[File:Seats left icon.png|left]]
−
:1. Enable "Facebook Bot" Custom feature on your Custom Features page
+
Show how many spaces are left when you accept multiple clients per slot, such as for classes and events. You can also choose to show the total number of spaces as well as the number of spaces left.
−
[[File:Facebook bot enable.png | center]]
 
 
<br><br>
 
<br><br>
−
:2. Choose "Settings" near it to see basic instructions.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Display Remaining Spaces|>]]</span>'''
−
[[File:Facebook bot settings.png | center]]
 
 
<br><br>
 
<br><br>
−
:3. Log into the [https://developers.facebook.com/ Facebook Developer Console].
+
-------
−
[[File: Login to facebook developer.png | center]]
+
 
 +
=[[External Booking Validator custom feature|External Booking Validator]]=
 +
[[File:External booking validator icon.png|left]]
 +
You can validate bookings through the use of an external script. The script can check variables from the booking, and only if conditions fulfilled, the booking is processed. Additionally the validation script can bring back information that can be injected into intake form variables.<br><br>
 
<br><br>
 
<br><br>
−
:4. Click on My Apps in the upper right-hand corner and choose to "Add a New App"
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[External Booking Validator custom feature|>]]</span>'''
−
[[File:Create app in facebook.png | center]]
 
 
<br><br>
 
<br><br>
−
:5. Enter a name and contact email address and click on "Create App ID".
+
-------
−
[[File:App id.png | center]]
+
 
 +
=[[Facebook and Instagram Bookings|Facebook and Instagram Bookings]]=
 +
[[File:Facebook business icon.png|left]]  
 +
Connect your SimplyBook.me booking system to your Facebook Business page and Instagram profile.  That way you can book even more clients by having a “Book” button both on your Facebook Business page and your Instagram profile - all seamlessly integrated with your SimplyBook booking system.
 
<br><br>
 
<br><br>
−
:6. On the next page, click the "Set Up" button for the Messenger option.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Facebook and Instagram Bookings|>]]</span>'''
−
[[File:Select messenger.png | center]]
 
 
<br><br>
 
<br><br>
−
:7. Under the Token Generation section, choose one of your Facebook pages.
+
-------
−
[[File:Token settings new.png | center]]
+
 
 +
=[[Facebook Client Info custom feature|Facebook Client Info]]=
 +
[[File:Facebook client info new icon.png ‎|left]]
 +
The Facebook Custom Feature will simplify your life and your customer's life. They can log in and make appointments with their Facebook profile. You can thereby also see their Facebook profile photo in the dashboard, allowing you to recognise them when they walk through the door. Please note, that services may be visible on his/her timeline.
 
<br><br>
 
<br><br>
−
:8. This will generate a Page Access Token. Enter it in Simplybook.me Facebook bot settings.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Facebook Client Info custom feature|>]]</span>'''
−
[[File:Bot settings new.png | center]]
 
 
<br><br>
 
<br><br>
−
:9. Click the Setup Webhooks button under the Webhooks section and enter Callback URL and Verify token.
+
-------
−
[[File:Webhooks.png | center]]  
+
 
 +
=[[Facebook_Pixel_Custom_Feature|Facebook Pixel]]=
 +
[[File:Tracking icon.png|left]]
 +
Manage analytics for your booking website with Facebook Pixel
 
<br><br>
 
<br><br>
−
:10. Check the messages and messaging_postbacks options under Subscription Fields.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Facebook Pixel Custom Feature|>]]</span>'''
−
[[File:Screenshot from 2018-02-01 17-21-16.png | center]]
 
 
<br><br>
 
<br><br>
−
:11. Click the Verify and Save button.
+
-------
−
:12. Scroll to “App Review for Messenger” block, select the first option “pages_messaging” and add the details as on the following image.
+
 
−
[[File:Review settings.png | center]]
+
=[[File Uploader - Google Drive custom feature|File Uploader - Google Drive]]=
−
<br><br>
+
[[File:Cloud storage icon.png|left]]
−
:13. After you save settings please go to Settings//Basic, add icon for your app and privacy policy link.
+
Enable this custom feature to allow your clients to upload signed documents or other information directly to your Google drive account.
−
[[File:Basic settings.png | center]]
 
 
<br><br>
 
<br><br>
−
:14. And you are done! In 5 business days Facebook will approve your application and your clients will be able to book using the chat bot.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[File Uploader - Google Drive custom feature|>]]</span>'''
 
<br><br>
 
<br><br>
 
-------
 
-------
  
−
=Facebook Client Info=
+
=[[Flexible Notifications custom feature|Flexible Notifications]]=
−
<br>
 
−
[[File:Facebook client info new icon.png ‎|left]]
 
−
 
 
−
The Facebook Custom Feature will simplify your life and your customer's life. They can log in and make appointments with their Facebook profile. On top of that it allows you to see their Facebook profile photo in your dashboard so you will recognize the person when he/she walks in. Please note, that services may be visible on his/her timeline.
 
−
<br>
 
−
 
 
−
[[File:Facebook_login_new.PNG | center]]
 
−
 
 
−
-------
 
−
 
 
−
=Flexible Notifications=
 
−
<br>
 
 
[[File:Flexible notifications new icon.png| left]]
 
[[File:Flexible notifications new icon.png| left]]
−
 
 
The Flexible Notifications Custom Feature allows you to customize messages per service, per provider or using a combination of services and providers. It means that certain service can have a message different from the general outgoing reminder message for other services. A certain provider may also want to include different instructions for clients who book a certain service. The Flexible Notifications Custom Feature gives you all the flexibility that you may need in such instances!
 
The Flexible Notifications Custom Feature allows you to customize messages per service, per provider or using a combination of services and providers. It means that certain service can have a message different from the general outgoing reminder message for other services. A certain provider may also want to include different instructions for clients who book a certain service. The Flexible Notifications Custom Feature gives you all the flexibility that you may need in such instances!
 
<br><br>
 
<br><br>
−
 
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Flexible Notifications custom feature|>]]</span>'''
−
:'''How to use'''
 
−
:1. Go to Custom Features//Booking related section and find Flexible Notifications Custom Feature//press "enable".
 
−
:2. In the settings of Flexible Notifications Custom Feature, press "new flexible template settings".
 
−
[[File:Flexible notificatons1.png| center]]
 
 
<br><br>
 
<br><br>
−
:3. In the new template select services to apply to bookings and/or select providers to apply to bookings. Then select notification type to add/change template and edit the text. Please use variables on the right to include to your templates if necessary.
 
−
[[File:Flexible notifications 3.png | center]]
 
−
 
 
-------
 
-------
  
−
=Google Adwords and Analytics=
+
=[[Google AdWords and Analytics custom feature|Google Adwords and Analytics]]=
−
<br>
 
 
[[File:Google analytics new icon.png‎ ‎|left]]
 
[[File:Google analytics new icon.png‎ ‎|left]]
−
 
 
Use the Google Analytics Custom Feature to see how many customers visit your site both on an everyday basis and during promotion campaigns. Use the adwords analytics to count how many actually book after clicking an adwords advertisement.
 
Use the Google Analytics Custom Feature to see how many customers visit your site both on an everyday basis and during promotion campaigns. Use the adwords analytics to count how many actually book after clicking an adwords advertisement.
−
<br>
+
<br><br>
−
 
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Google AdWords and Analytics custom feature|>]]</span>'''
−
The Google analytics id can be found in your Google analytics accounts. Go to Analytics home, you will see a list of your sites, and on the right side of the site name, there is your analytics number.
+
<br><br>
−
 
 
−
It should be in the format: UA-XXXXXXXX-X  Where XXXXXXX-X is some number.
 
−
 
 
−
'''An example of this id would be: UA-70295750-1'''
 
−
 
 
−
To start tracking visitors, you only need to set your analytics account id. However to track results of an adwords campaign you need to set up an adwords campaign conversion id and insert this id into the SimplyBook.me Custom Feature.
 
−
 
 
−
'''Sign in to your AdWords account at https://adwords.google.com.'''
 
−
 
 
−
'''1. Click Tools'''
 
−
 
 
−
'''2. Select Conversions'''
 
−
 
 
−
'''3. Click + to create conversions and Select Website conversions.'''
 
−
 
 
−
'''4. Set it up, and Save.'''
 
−
 
 
−
'''When you save, you will see a code like:'''
 
−
 
 
−
<!-- Google Code for test-simply Conversion Page -->
 
−
 
 
−
<script type="text/javascript">
 
−
 
 
−
/* <![CDATA[ */
 
−
 
 
−
var google_conversion_id = '''1020314917''';      <-----  This line shows the conversion code to insert into the Custom Feature settings.
 
−
 
 
−
var google_conversion_language = "en";
 
−
 
 
−
var google_conversion_format = "3";
 
−
 
 
−
var google_conversion_color = "ffffff";
 
−
 
 
−
var google_conversion_label = "O0bzCMrgj2sQpYrD5gM";
 
−
 
 
−
var google_remarketing_only = false;
 
−
 
 
−
/* ]]> */
 
−
 
 
−
 
 
−
'''Google conversion value value''' is the conversion value that you give to a client that hits your target. It can for example be set as 20 for $20 per conversion if the average price of your service is $20. We set it default to 1, which could mean $1 value per conversion but you should change this to the right value for you.
 
−
 
 
−
 
 
−
[[File:Google_adwords_new 2.PNG | center]]
 
−
 
 
 
-------
 
-------
−
=Google Authenticator=
 
−
<br>
 
  
−
[[File:Google authenticator.png |left]] <br> Add security to your account. You can use a 2-step authentication when logging into your account preventing unauthorized access. Upon entering password, you'll be asked to insert 6-digit login code from your Google authenticator or a 3rd party app.<br>
+
=[[Google Authenticator custom feature|Google Authenticator]]=
 +
[[File:Google authenticator.png |left]]  
 +
Add security to your account. You can use a 2-step authentication when logging into your account preventing unauthorized access. Upon entering password, you'll be asked to insert 6-digit login code from your Google authenticator or a 3rd party app.<br>
 
You can use this custom feature with or without HIPAA feature depending on your needs and business requirements.
 
You can use this custom feature with or without HIPAA feature depending on your needs and business requirements.
 
<br><br>
 
<br><br>
−
:'''Please note!''' In case you have this feature enabled our support agents will not be able to access your account settings.
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
−
<br>
 
−
<br>
 
−
'''How to use it as admin user'''
 
−
<br>
 
−
:1. Open “Custom features” page using left-side menu of your admin interface and find “Security” section. Just click on “Enable” near “Google authenticator”
 
−
[[File:Gaenable.png | center]]
 
 
<br><br>
 
<br><br>
−
:2. To set 2-step authentication please go to Manage//Users using left-side menu or click on “Settings”→”Set up 2-step authentication” near this custom feature.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Google Authenticator custom feature|>]]</span>'''
−
[[File:Setup2stepauthwithga.png | center]]
 
 
<br><br>
 
<br><br>
−
:3. Click on “+” and create all desired system users there to be able to connect each to 2-step authentication.
+
---------
−
[[File:Add users.png | center]]
+
 
 +
=[[Google_Business_custom_feature|Google Business]]=
 +
[[File:Google business icon.png | left]]
 +
Easily increase your business visibility on the Internet via the Google My Business feature. It does not cost anything but increases visibility in search as well as makes your business visible on Google maps.
 
<br><br>
 
<br><br>
−
:4. Download “Google Authenticator” application from Google Play or App Store. You can just scan QR-code in Manage//Users//Edit and immediately get to application page.
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
−
[[File:Download ga app.png | center]]
 
 
<br><br>
 
<br><br>
−
:5. Click on “Edit” near necessary user, select ”Connect” and scan QR-code with Google Authenticator application on your smartphone.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Google Business custom feature|>]]</span>'''
−
[[File: Connecting ga steps.png | center]]
 
 
<br><br>
 
<br><br>
−
:6. Enter the code you see in the app and save settings.
+
 
−
[[File:Connecting ga steps2.png | center]]
+
===[[Google_Business_custom_feature#Reserve_with_Google|Reserve with Google]]===
 +
::Add a “Book online” button to your Google Business listing. Allow your clients to find you easily on Google and book your services right there via Google Search, Google Maps or Google Assistant, powered by the SimplyBook.me booking system.
 +
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Google_Business_custom_feature#Reserve_with_Google|>]]</span>'''
 
<br><br>
 
<br><br>
−
:7. All done! This user can now log in in more secure way!
+
---------
 +
 
 +
=[[Google Reviews custom feature|Google Reviews]]=
 +
[[File:Google reviews icon.png|left]] Do you have numerous company reviews and a great rating on Google and wish to share the results on your booking website? Enable Google reviews custom feature to set it up at one simple step and attract even more customers to your services!
 
<br><br>
 
<br><br>
−
:8. Login process will look like as follows:
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Google Reviews custom feature|>]]</span>'''
−
:- open Simplybook.me site or direct link companyname.simplybook.me<br>
 
−
:- fill in all necessary details and password<br>
 
−
:- enter 6-digits code from Google Authenticator plugin
 
−
[[File:Ga 2 step auth login.png | center]]
 
 
<br><br>
 
<br><br>
  
 +
---------
  
−
''If you plan to allow your employees to be able connect themselves please create them as users beforehand and allow them to login without 2-step authentication in Custom features//Google authenticator//Settings//Settings.''
+
=[[Google Tag Manager custom feature|Google Tag Manager]]=
−
[[File:Gaallowloginsetting.png | center]]
+
[[File:Google tag manager icon.png | left]]
 +
This feature allows to manage tracking and marketing optimization JavaScript tags on your site. You can add and update AdWords, Google Analytics, Floodlight, and non-Google tags.
 
<br><br>
 
<br><br>
 +
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Google Tag Manager custom feature|>]]</span>'''
 +
<br><br>
 +
---------
  
−
 
+
=[[Google Translate custom feature|Google Translate]]=
−
'''How to connect Google Authenticator if you are a user'''
+
[[File:Google translate.png | left]]  
−
<br>
+
Need to show your booking website in several languages for your clients' convenience? Now we have Google Translate custom feature that makes is possible. It allows you to add Google Translate’s automatic translation to your booking website and each client will be able to choose the language convenient for them.
−
:1. Google Authenticator custom feature should be previously enabled by admin as described above.
 
−
 
 
−
:2. Open “Welcome” page using left-side menu and scan the code to download the application if you have not done this before.
 
−
[[File:Ga user connection.png | center]]
 
 
<br><br>
 
<br><br>
−
:3. Click on “Connect/Change” link, scan the code and save settings.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Google Translate custom feature|>]]</span>'''
−
[[File:Ga user connection qr.png | center]]
 
 
<br><br>
 
<br><br>
−
:4. From now you will login in more secure way!
+
--------
 +
 
 +
=[[Group Bookings custom feature|Group Bookings]]=
 +
[[File:Group booking new icon.png ‎|left]]
 +
Group bookings is useful when you need your customers to be able to book appointment or reservation for many individuals at the same time. This Custom Feature creates a selection menu with the number of participants in the group. With this Custom Feature you can also use [[Custom_Features#Accept_Payments | payment custom feature]] at the same time so that the total payment for all participants will be paid in one payment at time of check-out even though only the group leader/organizer is registered. If you are using [[Custom_Features#Products_for_Sale | Products for Sale]] or [[Custom_Features#Service_Add-ons | Service Add-Ons]] features, number of items will also be multiplied to the number of participants selected.
 
<br><br>
 
<br><br>
−
:5.  Login process will look like as follows:
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Group Bookings custom feature|>]]</span>'''
−
:- open Simplybook.me site or direct link hhtps://companyname.simplybook.me<br>
 
−
:- fill in all necessary details and password<br>
 
−
:- enter 6-digits code from Google Authenticator plugin
 
−
[[File:Gaallowloginsetting.png | center]]
 
 
<br><br>
 
<br><br>
 
-------
 
-------
  
−
=Group Bookings=
+
=[[HIPAA custom feature|HIPAA]]=
−
<br>
 
−
[[File:Group booking new icon.png ‎|left]]
 
−
 
 
−
Group bookings is useful when you need your customers to be able to book appointment or reservation for many individuals at the same time. This Custom Feature creates a drop-down menu with the number of participants in the group. With this Custom Feature you can also use payment Custom Feature at the same time so that the total payment for all participants will be paid in one payment at time of check-out even though only the group leader/organizer is registered.
 
−
<br>
 
−
 
 
−
 
 
−
 
 
−
;How to use
 
−
:1. Make sure that the Service provider is set able to accept X many clients at same time(or more depending on your needs). For this go Manage//Providers//select necessary provider//Service provider details//How many clients can this provider serve at same time? and set the X number of clients.
 
−
:2. Activate Group Bookings Custom Feature, and in its settings("Notifications" button) you can specify how many people can be booked in same booking, by same client.
 
−
'''How it will look like on the booking page:'''
 
−
<br>
 
−
:The clients will be able to move or tap on the slider to choose number of participants.
 
−
[[File:Group bookings new2.png ‎| center]]
 
−
<br clear=all/>
 
−
 
 
−
-------
 
−
 
 
−
=HIPAA=
 
−
<br>
 
 
[[File:Hipaa new icon.png ‎|left]]
 
[[File:Hipaa new icon.png ‎|left]]
−
<br>
+
The personal information custom feature is designed to help [https://simplybook.me SimplyBook.me] users to protect their client's and patient's data. It does not replace user's own security procedures but enhances [https://simplybook.me SimplyBook.me] data security by using double authentication during login process for all users who access the system (users need to register their mobile phone number to receive authentication code SMS(you need SMS credits for this) or connect [[Custom_Features#Google_Authenticator | Google Authenticator]] using corresponding custom feature). This custom feature includes a “Timeout” setting which automatically logs user out to reduce the risk of unauthorized users accessing the system.<br>
−
Available with Standard and Premium(former Gold and Platinum) subscriptions.
 
 
<br><br>
 
<br><br>
−
The personal information Custom Feature is designed to help [https://simplybook.me SimplyBook.me] users to protect their client's and patient's data. It does not replace user's own security procedures but enhances [https://simplybook.me SimplyBook.me] data security by using double authentication during login process for all user who access the system (users need to register their mobile phone number to receive authentication code SMS or connect [[Custom_Features#Google_Authenticator | Google Authenticator]] using corresponding custom feature). This Custom Feature includes a “Timeout” setting which automatically logs user out to reduce the risk of unauthorized users accessing the system. The system blocks all access for [https://simplybook.me SimplyBook] support personnel further reducing access by unrelated people to the system. It is possible to further reduce exposure of personal information to unauthorized people by using the [[Custom_Features#Clean_History | Clean History Custom Feature]]. This way old data gets deleted and is therefore not accessible. REMARK! This Custom Feature does NOT replace the [https://simplybook.me SimplyBook.me] user's own security controls which also need to be in place for client and patient data protection. Please refer to relevant documentation in your country and get assistance from qualified advisors in the field of client/patient data protection.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[HIPAA custom feature|>]]</span>'''
 
<br><br>
 
<br><br>
−
 
−
;How to validate phone number
 
−
 
−
:1. After you enabled HIPAA Custom Feature press "validate admin phone number" in the settings of Custom Feature.
 
−
 
−
:2. You will be transferred to Users page. Click on edit option of the user, insert the phone and press "validate phone number".
 
−
 
−
:3. You will receive sms with the code, enter the code into the filed and press "check code".
 
−
[[File:Hipaa_validation.PNG|center]]<br>
 
−
'''Please note''', that [service] and [client] variables in notification templates do not work when this Custom Feature is enabled due to security reasons.
 
−
<br>
 
−
:''When you enable this feature [[Custom_Features#SSL| SSL custom feature]] and [[Custom_Features#Google_Authenticator | Google Authenticator]] will be enabled as well to add security to client side.''
 
−
 
 
-------
 
-------
  
−
=HTML Description Field for Events=
+
=[[HTML Description Field for Events custom feature|HTML Description Field for Events]]=
−
<br>
 
 
[[File:Html description new icon.png  ‎|left]]
 
[[File:Html description new icon.png  ‎|left]]
−
 
 
Allows inserting HTML formatting (background and font color, bold, italic, underline, alignment and other HTML elements) for Service, Service Providers, Locations and Categories description fields.
 
Allows inserting HTML formatting (background and font color, bold, italic, underline, alignment and other HTML elements) for Service, Service Providers, Locations and Categories description fields.
−
<br><br><br>
 
−
 
−
[[File:Html description new interface.png|center]]
 
−
 
−
--------
 
−
 
−
=Import Clients=
 
−
[[File:Import clients icon.png | left]] <br>Use this feature if you need to add the list of clients to your system with just several clicks. Simply upload a CSV file containing your clients data, then select headers for corresponding columns, and you will have an updated list of clients in your client register.
 
 
<br><br>
 
<br><br>
−
:'''Attention!''' It is forbidden to import a client list with emails and client information where the clients have not specifically granted you the right to do so.
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
−
<br>
 
−
:'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).
 
 
<br><br>
 
<br><br>
−
'''How to use this option:'''
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[HTML Description Field for Events custom feature|>]]</span>'''
−
:1. Enable "Import Clients" custom feature on your Custom features page:
 
−
[[File:Import clients plugin enable.png | center]]
 
 
<br><br>
 
<br><br>
−
:2. Prepare your Excel file.
+
--------
−
:- No text above the list of clients should be written
+
 
−
:- Make sure all cells are correctly displayed
+
=[[Import Clients custom feature|Import Clients]]=
−
:- Save file in .csv format with comma separation.
+
[[File:Import clients icon.png | left]]
−
<br><br>
+
Use this feature if you need to add the list of clients to your system with just several clicks. Simply upload a CSV file containing your clients data, then select headers for corresponding columns, and you will have an updated list of clients in your client register.  
−
:3. Go to Manage//Clients//Import from CSV.
 
−
[[ File:Import clients2.png| center]]
 
−
<br><br>
 
−
:4. Press "Choose file" and select the prepared file.
 
−
[[File:Choose file.png| center]]
 
 
<br><br>
 
<br><br>
−
:5. Assign values to the columns from drop-down lists in the upper bar (above each column, marked with black arrows). Assign "name", "email" and "phone".
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
−
[[File:Import clients file2.png| center]]
 
 
<br><br>
 
<br><br>
−
:6. Press "confirm import".
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Import Clients custom feature|>]]</span>'''
−
:''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''
 
 
<br><br>
 
<br><br>
−
;If you can't import clients, please check the possible reasons:
 
−
:1. Format of .csv file is incorrect. It should be saved in .csv with comma or tab separation.<br/>
 
−
:2. There is some text above the data that prevents successful import. Please delete the text.<br/>
 
−
:3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.
 
−
 
 
--------
 
--------
  
−
=Insights=
+
=[[Insights custom feature|Insights]]=
−
<br>
 
 
[[File:Insights new icon.png ‎|left]]
 
[[File:Insights new icon.png ‎|left]]
−
 
+
This Custom Feature creates a variety of charts with key performance indicators in your new financial dashboard.<br>
−
This Custom Feature creates a variety of charts with key performance indicators in your new financial dashboard.
 
−
 
 
 
Providers availability, total bookings, payment per provider etc
 
Providers availability, total bookings, payment per provider etc
−
<br><br><br>
 
−
 
−
[[File:Insights dashboard.png |center]]
 
−
 
−
-------
 
−
=Instagram Photo Sharing=
 
−
<br>
 
−
[[File:Social gallery.png | left]]<br>
 
−
Enable the Instagram photo sharing feature and show automatically your photos on the booking site to make it more a live and fun for your visitors. Take photos with your Instagram app of clients and show the results on your booking page.
 
 
<br><br>
 
<br><br>
−
'''How to use:'''
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Insights custom feature|>]]</span>'''
−
<br>
 
−
:1. To enable this custom feature please go to Custom features page and click on “Enable” near “Instagram photo sharing” option.
 
−
[[File:Instagram enable.png | center]]
 
 
<br><br>
 
<br><br>
−
:2. Then please choose “Settings” near this custom feature and you will get to the page where you will be able to connect your Instagram account.
+
-------
−
:Just click on “Authorization”, fill in your Instagram username and password.<br>
 
−
[[File:Instagram connection.png| left ]] [[File:Instagram login.png]]
 
−
<br><br>
 
−
You have it set now and your Instagram images will be displayed on separate tab on the booking site.
 
−
[[File:Instagram on booking page.png | center]]
 
  
 +
=[[Instagram Photo Sharing custom feature|Instagram Photo Sharing]]=
 +
[[File:Social gallery.png | left]]
 +
Enable the Instagram photo sharing feature and show automatically your photos on the booking site to make it more a live and fun for your visitors. Take photos with your Instagram app and show the results on your booking page.
 
<br><br>
 
<br><br>
−
'''Please note!'''
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Instagram Photo Sharing custom feature|>]]</span>'''
−
<br><br>
 
−
- When you add images to your Instagram they will be updated on the booking page within an hour. <br>If you wish it to happen sooner please click on “Clear cache” on this custom feature “Settings” page.
 
−
[[File:Instagram clear cache.png | center]]
 
−
<br><br>
 
−
- If Instagram post consists of several images/photos only first one will be displayed on the booking site.<br>
 
−
- Unfortunately currently videos cannot be played and will look like an image.
 
 
<br><br>
 
<br><br>
 
-------
 
-------
  
−
=Intake Forms=
+
=[[Intake Forms custom feature|Intake Forms]]=
−
<br>
 
 
[[File:Additional field new icon.png ‎|left]]
 
[[File:Additional field new icon.png ‎|left]]
−
<br>
+
Intake Forms Custom Feature allows you to request more information from your clients during the booking process. You can ask several questions and they can be answered in many types of fields, such as text lines, drop-downs, text boxes etc.
−
Intake Forms Custom Feature allows you to request more information from your clients on the booking page. You can ask several questions and they can be answered in many types of fields, such as text lines, drop-downs, text boxes etc.
 
−
<br>
 
−
 
 
−
 
 
−
;How to use
 
−
:1. Enable Intake Forms Custom Feature in the Custom Feature section//Adding more to the booking page.
 
−
 
 
−
[[File:Intake forms enable.png| center]]
 
 
<br><br>
 
<br><br>
−
:2. Press "+" button in the settings of Custom Feature to create new form.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Intake Forms custom feature|>]]</span>'''
−
[[File:New intake form add.png| center]]
 
 
<br><br>
 
<br><br>
−
:3. In the field "Question title" write the question you want your clients to answer. For example: Age, preferences, Do you have any health problems?, etc.
+
-------
−
:4. Choose the field type:
+
 
−
:'''digits only''' - allows entering only numbers. Useful when you need to know the age, height or any other information that will require only digits.
+
=[[Kiosk custom feature|Kiosk]]=
−
:'''single line''' - usually used for short answers
+
[[File:Kiosk.png |left]]
−
:'''multiple lines''' - use this type of filed if you expect lengthy explanations from your clients
+
The Kiosk Custom Feature allows you to accept bookings on your client booking site so in between bookings, data gets cleared. This makes privacy issues less of a concern.<br>
−
:'''checkbox''' - creates a checkbox that clients should either check or leave unchecked. Useful for questions that require binary answer, for example "I will need additional services".
+
You can set the time when the customer will be redirected to home page of the booking site or to the beginning of the services booking steps in case you use widget after he/she completes the booking or if the page is left inactive.
−
:'''dropdown selection''' - creates a drop down list with the ability to choose only 1 option. In order to create this field, you will need to enter comma separated list of values in the field "values". Example: Green, Red, Black, Blue. Also enter the Default value that will be assigned if nothing is chosen from the list.
 
−
[[File:Create intake form.png ‎|center]]
 
 
<br><br>
 
<br><br>
−
:5. Make it rather obligatory or not with the help of "obligatory" switcher.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Kiosk custom feature|>]]</span>'''
−
:6. If you wish to relate form with certain services, choose "Services, attached to this field" tab and check the boxes near corresponding services.
 
−
[[File:Intake forms relation to services.png| center]]
 
 
<br><br>
 
<br><br>
−
:7. If you want to include intake form information to email templates, find the intake forms variables and add them to templates in Configuration//General Settings//Email and SMS settings//Templates.
 
−
[[File:Add field variable.png | center]]
 
−
 
−
[[File:Variable in template.png| center]]
 
−
<br><br>
 
−
 
 
-------
 
-------
  
−
=Limit Bookings=
+
=[[Limit Bookings custom feature|Limit Bookings]]=
−
<br>
 
 
[[File:Limit bookings new icon.png ‎|left]]
 
[[File:Limit bookings new icon.png ‎|left]]
−
 
+
This Custom Feature allows you to restrict booking quantity which can be booked at the same time. This Custom Feature is useful when your services require additional things like dental chair or room in the studio etc. (Another way to restrict the number of bookings due to the limted resources is to use [[Related_Resources_custom_feature|Related Resources]] feature instead). When the booking limit is reached the corresponding time interval will looks like breaktime at the booking page (and in the admin interface if you haven't set to skip this restrictions for admin). It is possible to limit booking number at the same time generally, and also you can set certain limit for each service separately.
−
This Custom Feature allows you to restrict booking quantity which can be booked at the same time. This Custom Feature is useful when your services require additional things like dental chair or room in the studio etc. When the booking limit is reached the corresponding time interval will looks like breaktime at the booking page (and in the admin interface if you haven't set to skip this restrictions for admin). It is possible to limit booking number at the same time generally, and also you can set certain limit for each service separately.
 
−
<br>
 
−
 
 
−
<pre>For example, you have 2 providers and 1 room and both of your providers are available at 10.00.
 
−
Each of providers is set up to serve 1 person at a time and totally, 2 people can book service at 10.00.
 
−
But you need to limit that number to 1 person, because only 1 room is available. You need to enable Limit Bookings Custom Feature and set it to 1.
 
−
In such way, when someone books 10.00, this time will be closed for another provider.</pre>
 
−
 
 
−
 
 
−
[[File:Limit bookings.png | center]]
 
−
<br><br>
 
−
;Limit the number of bookings for certain service
 
−
If you have Limit bookings Custom Feature enabled, you can limit the number of clients for a certain service in Manage//Services//More options tab(new interface) or Manage//Services//Pencil icon(old interface)<br><br>
 
−
''New interface''
 
−
[[File:Limit bookings new interface2.png | center]]
 
 
<br><br>
 
<br><br>
−
''Old interface''
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Limit Bookings custom feature|>]]</span>'''
−
[[File:Limit_bookings_per_service.PNG‎ | center]]
 
 
<br><br>
 
<br><br>
−
 
 
-------
 
-------
  
−
 
+
=[[Line bot custom feature|Line Bot]]=
−
=Membership=
+
[[File:Line bot.png | left]]
−
<br>
+
The Line Bot custom feature allows your clients to book your services via Line messenger and it also works in Line mobile app. The booking bot connects with your schedule at [https://simplybook.me/ SimplyBook.me] and guides your client throughout the booking process.
−
[[File:Membership new icon.png | left]]
+
<br><br>
−
 
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Line bot custom feature|>]]</span>'''
−
This Custom feature allows you to have services that only members can book provided they have active paid membership. This can be applied to a selection or all services, only classes or similar.
 
−
[http://appointmentschedulingnews.com/membership-booking-software-feature-in-simplybook-me/ Here] you can check more cases when Membership can be useful.
 
 
<br><br>
 
<br><br>
−
[https://www.youtube.com/watch?v=8oE07ThLQVo Here] you can see video tutorial how to set it up.
+
-------
  
−
<br>
+
=[[LINE LIFF Custom Feature|LINE LIFF]]=
−
'''Please note!''' This feature does not work with mobile apps.
+
[[File:Line liff icon.png|100px|left]]
 +
The integration of LINE LIFF with SimplyBook.me presents a powerful opportunity for businesses to elevate their appointment booking process and customer engagement. By offering a seamless and efficient experience directly within the Line messaging app, businesses can attract and retain customers, streamline their operations, and stay ahead in the competitive market.
 
<br><br>
 
<br><br>
−
:'''How to enable Membership custom feature'''
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[LINE LIFF Custom Feature|...>]]</span>'''
−
To enable this option please go to Custom Features section in your admin interface, find “Membership” and click on enable near it.
 
−
<br>
 
−
[[File:Membership enable new.png | center]]
 
 
<br><br>
 
<br><br>
−
'''Please note!''' [[Custom_Features#Client_Login | Client login]] and [[Custom_Features#Accept_Payments | Accept payments]] custom features will be automatically enabled as well.
+
-------
  
−
<br>
+
=[[Loyalty System custom feature|Loyalty System]]=
−
:'''How to create Membership'''
+
[[File:Bonus system icon.png|left]]
−
After you have enabled this Custom Feature you can go to Manage//Memberships and click  on “+” icon to create new membership. In “Membership details” tab you will be able to set membership title, image, its duration, number of sessions included and price.
+
Let clients earn points for services/[[Classes_custom_feature|classes]] booking and allow them to redeem for gift cards. You can set different amount of points per each service/[[Classes_custom_feature|class]] and 3-4 hours after the meeting takes place the bonuses will be automatically added to the client's balance. As soon as the client gathers the necessary amount of points he/she will be able to exchange them for a gift card, which can be later used for another purchases on your booking website or as a present to someone.
−
<br>
 
−
[[File:Manage memberships new.png | center]]
 
 
<br><br>
 
<br><br>
−
It is possible to set different First payment and Recurring prices if you wish to suggest lower price to regular customers.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Loyalty System custom feature|...>]]</span>'''
−
<br>
 
−
[[File:Membership price.png  | center]]
 
 
<br><br>
 
<br><br>
−
''Please note!'' Recurring membership payments can work with Stripe and CardConnect payment processors only.
+
-------
 +
 
 +
=[[Make me look busy custom feature|Make me Look Busy]]=
 +
[[File:Look busy icon.png|left]]
 +
This feature will make slots look occupied when clients visit your site while still making availabilities so they will be able to find something to book. You can decide how many slots should be available every day.
 
<br><br>
 
<br><br>
−
You can set price only for membership here and zero price for service(in Manage//Services//Service details) connected to this membership(for gyms for example) or you can set prices for both Membership and Service, it will allow your clients who purchased membership book a service at a lower price.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Make me look busy custom feature|...>]]</span>'''
−
 
 
−
<br>
 
−
:'''How to add service to Membership'''
 
−
In “Services, attached to this membership” tab you will be able to check the boxes with services you wish to be attached to this Membership. It will be possible to book this service only if client has purchased this Membership.
 
−
<br>
 
−
[[File:Attached services.png  | center]]
 
 
<br><br>
 
<br><br>
−
You have to add at least one service to membership to make it working.
+
-------
  
−
<br>
+
=[[Medical test custom feature|Medical Test]]=
−
:'''Where will be Memberships displayed on the booking page'''
+
[[File:Medical test icon.png|left]]
−
After you enable this custom feature Membership tab will appear on the booking page.
+
The medical test feature allows you to easily check in persons for testing, and send them access to results after their test results are ready. On arrival, their ticket is scanned and they get an arrived status. This ticket can be printed and put on the persons test tube. When the results are ready, the ticket can be scanned for quick processing of results that will be sent to a person via email and/or SMS. The results can be added in a message, or person can be asked to log in to their account on booking website to get the results and a downloadable PDF form with company branding.
−
<br>
 
−
[[File:Membership tab.png | center]]
 
 
<br><br>
 
<br><br>
−
As well if clients click on the service related to membership but have not purchased it yet they will get a pop-up suggesting to purchase it. If they agree they will be redirected to Memberships page.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Medical test custom feature|...>]]</span>'''
−
<br>
 
−
[[File:Membership confirm.png  | center]]
 
 
<br><br>
 
<br><br>
 +
-------
  
−
<br>
+
=[[Membership custom feature|Membership]]=
−
:'''Where can i check payments my clients made for memberships'''
+
[[File:Membership new icon.png | left]]
−
You will be able to see that information in Reports//Membership payments.<br>
+
This Custom feature allows you to have services that only members can book provided they have an active paid membership. This can be applied to a selection or all services, only classes or similar.
−
If client has chosen "Pay Later" option instead of paying online you will be able to approve such membership purchases there.
+
[https://simplybook.me/en/membership-solution Here] you can check more cases when Membership can be useful.  
−
<br><br>
 
−
 
 
−
:'''How will  be my clients notified about purchase/renewal'''
 
−
The system will notify the client about recurring payment coming soon and membership period coming to an end to remind. There are notification about successful and unsuccessful recurring payments.
 
−
<br>
 
−
[[File:Membership notifications2.png  | center]]
 
−
<br><br>
 
−
You can enable/disable some notifications related to Membership in Manage//Memberships//Membership details//Configure membership notifications.
 
−
<br>
 
−
[[File:Membership notification.png | center]]
 
−
<br><br>
 
−
As well you can adjust templates according to your needs. Please use variables listed on the right side of the page if necessary so that relevant details will be reflected in notifications.
 
−
<br>
 
−
[[File:Membership templates.png  | center]]
 
−
<br><br>
 
−
:'''How to add membership to client from admin side'''
 
−
If your client has paid you in cash or you just wish togive somebody free membership please go to Manege//Clients page,
 
−
click on "Edit" near necessary client there.  
 
−
[[File:Edit client.png | center]]
 
−
<br><br>
 
−
Then select "memberships" tab in the pop-up that will appear and click on "Add new"
 
−
[[File:Add new membership.png | center]]
 
−
<br><br>
 
−
Choose membership from available and set the end date. Click on "Add" to save your settings.
 
−
[[File:Choose membership and date.png | center]]
 
 
<br><br>
 
<br><br>
−
As a result you will see membership successfully added.<br>
+
Check video [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=Nzz5w5rQSZ0]] tutorial how to set it up.<br><br>
−
You will also see active clients' memberships here with a possibility to cancel if necessary.<br>
+
:::Demo page with Membership-related classes is available [https://classesandmembershipsdemo.simplybook.it/v2/# here].
−
:''Please note,'' it is possible to cancel only active memberships, not the expired ones.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Membership custom feature|...>]]</span>'''
−
[[File:Membership added.png | center]]
 
 
<br><br>
 
<br><br>
 
-------
 
-------
  
−
=Multiple Bookings=
+
=[[Multiple Bookings custom feature|Multiple Bookings]]=  
−
<br>
 
 
[[File:Multiple booking new icon.png ‎|left]]
 
[[File:Multiple booking new icon.png ‎|left]]
−
 
+
Allows clients to book more than one service before they check-out and pay for all booking with one payment. This Custom Feature adds "Add another service" button to the "Details" step on the booking page. This functionality allows clients to book several services/classes on different time or day of the week.
−
Allows clients to book more than one service before they check-out and pay for all booking with one payment. This Custom Feature adds "Book and add more" ("Add more Bookings") button to the "Details" tab of the booking page. This Custom Feature allows clients to book several services on different time or day of the week.
+
<br><br>
−
<br>
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Multiple Bookings custom feature|...>]]</span>'''
−
[[File:Multiple new2.png| left]]
+
<br><br>
−
or
 
−
[[File:Multiple_bookings_new.PNG | rigjht ]]
 
−
 
 
 
-------
 
-------
  
−
=Multiple Locations=
+
=[[Multiple Locations custom feature|Multiple Locations]]=  
−
 
 
 
[[File:Unit location new icon.png ‎|left]]
 
[[File:Unit location new icon.png ‎|left]]
−
 
+
Allows creating multiple service locations and relating them with different service providers (staff members). Locations will be shown as the first step on the booking site.
−
 
+
<br><br>
−
Allows creating multiple service locations and relating them with different service providers (staff members).
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Multiple Locations custom feature|...>]]</span>'''
−
<br><br><br>
 
−
 
 
−
[[File:Multiple locations.png | center]]
 
−
 
 
−
;How to use
 
−
1. Enable Multiple Locations Custom Feature in Custom Feature section//Adding more to booking page. <br>
 
−
2. Add locations either in the settings of the Custom Feature or in Manage//Providers//Add location.  
 
−
[[File:Add location new2.png | center ]]<br/>
 
−
3. Click on "Location providers" tab for corresponding location and check necessary boxes to connect service providers with location.<br/>
 
−
[[File:Attach providers to location.png |center]]<br/><br/>
 
−
4. (Optional) In Settings // General settings // Email and SMS settings insert the following variables into your email templates:<br/>
 
−
[[File:Locations1.png | center ]] <br/><br/>
 
−
:'''[location]''' - value of field "Location name"
 
−
:'''[location_address]''' - value of field "Location address"
 
−
:'''[location_phone]''' - value of field "Location phone"
 
−
 
 
−
 
 
−
;How to set schedule for location?
 
−
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.  
 
−
:1. To set individual schedule for provider go to Settings//Service providers//Working hours, or to Manage//Providers//Service providers schedule and you can set opening hours, break times, and special days for this specific employees. Just take care that opening hours of employees must be within opening hours of company.
 
−
:2. To relate provider and location go to Manage//Providers//Service provider's locations and check the boxes with location(s) provider should be related to.
 
 
<br><br>
 
<br><br>
−
;How can I relate service to location.
 
−
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:
 
−
:1. In Manage//Providers//Services, attached to this service provider check boxes with services related to this provider.<br>
 
−
:2. In Manage//Providers//Service provider's locations and check the boxes with location(s) provider should be related to.
 
−
 
 
-------
 
-------
  
−
=News=
+
=[[News custom feature|News]]=  
−
<br>
 
 
[[File:News new icon.png ‎|left]]
 
[[File:News new icon.png ‎|left]]
−
 
 
Give your website a fresh life by managing news on your main page in our booking system.
 
Give your website a fresh life by managing news on your main page in our booking system.
−
<br><br><br>
+
You can publish news or blog on your booking website to keep your customers up to date with what’s happening in the business.
 +
<br><br>
 +
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[News custom feature|...>]]</span>'''
 +
<br><br>
 +
-------
  
−
[[File:News_new.PNG | center]]
+
=[[Online Video Meetings Custom Feature|Online Video Meetings]]=
 +
[[File:Online meeting icon.png|left]]
 +
Use this feature to easily create meeting links for your clients and meet them online using video or phone
 +
<br><br>
 +
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Online Video Meetings Custom Feature|...>]]</span>'''
 +
<br><br>
 +
-------
  
 +
=[[Packages custom feature|Packages]]=
 +
[[File:Packages icon.png | left]]
 +
With the Packages custom feature you can create a package of multiple services, or, if you also sell additional items, combine services with products, add-ons, and [[Custom_Features#Classes |classes]]. Clients can buy packages on your booking page or with Simplybook.me’s [[Custom_Features#Point_of_Sale | POS feature]]. Each package can be defined with some general items limit and any number of services and products, and you can set the validity to any period available. Once clients have purchased a package, they can book a service at any time paying with their package credits. They can always check how many occurrences are left within each package.
 +
<br><br>
 +
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Packages custom feature|...>]]</span>'''
 +
<br><br>
 
-------
 
-------
  
−
=Photo Gallery=
+
=[[Password Security Settings custom feature|Password Security Settings]]=  
−
<br>
+
[[File:Strict password icon.png | left]]
−
[[File:Photo gallery new icon.png| left]]  
+
The Password security settings Custom Feature allows to define password requirements for system users and clients. This can further harden the system for possible intrusion. Just in few steps you can make your system more secure!
−
 
 
−
With Photo Gallery Custom Feature you can upload the photos of your services to attract more clients. Simply browse photos and they will appear in the separate tab on your booking page.
 
−
<br>
 
−
-------
 
−
=Products for Sale=
 
−
[[File:Product.png | left]]
 
−
<br>
 
−
When your clients are booking the services they will be offered to add relevant products to their purchase. Someone buying a haircut could for example be offered to buy hair gel at the same time.<br>
 
−
Use this to your advantage to sell more!
 
 
<br><br>
 
<br><br>
−
:'''Please note!''' This custom feature cannot be used without [[Custom_Features#Accept_Payments | Accept Payments]] custom feature, that is why this option will be automatically enabled as soon as you switch on "Products for sale".
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 
<br><br>
 
<br><br>
−
'''How to use:'''<br>
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Password Security Settings custom feature|...>]]</span>'''
−
:1. To enable this option please go to your Custom Features page and click on “Enable” near “Products for sale” option.
 
−
[[File:Enable products for sale.png | center]]
 
 
<br><br>
 
<br><br>
−
:2. Click on “Settings” button that will appear there or select  Manage// Products for sale section and you will get to a page where you will be able to create all necessary products.
+
-------
−
[[File:Products settings.png | center]]
+
 
 +
=[[Photo Gallery custom feature|Photo Gallery]]=
 +
[[File:Photo gallery new icon.png| left]]  
 +
With Photo Gallery custom feature you can upload the photos of your services to attract more clients. Simply browse photos and they will appear on your booking page.
 
<br><br>
 
<br><br>
−
:3. Click on “+” icon to create new product, set its name, image, description if necessary and price.<br>
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Photo Gallery custom feature|...>]]</span>'''
−
:''Please note!'' It is not possible to create free products, each of them needs to have some price added.
 
−
[[File:Create new product.png | center]]
 
 
<br><br>
 
<br><br>
−
:4. To relate the product with particular service(s) please use “Connected services” tab and check the boxes with desired services/classes.
+
-------
−
[[File:Connect product with service.png | center]]
+
 
 +
=[[Point of Sale custom feature|Point of Sale]]=
 +
[[File:Pos icon new.png | left]]
 +
Point of Sale Custom Feature allows system users to create and track sales of bookings, and to sell memberships, products and gift certificates to existing or new clients. You can check client's history of purchases, approve pending transactions and print invoices. All in the neat mobile friendly interface!
 
<br><br>
 
<br><br>
−
:5. You can also make product to be selected by default on the booking page and set default amount that will be displayed to clients.<br>
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Point of Sale custom feature|...>]]</span>'''
−
:''Please note!'' The clients will be able to adjust amount to their needs on the booking site or uncheck this product.
 
−
[[File:Default product setting.png | center]]
 
−
<br><br>
 
−
Here you can see how the products can look like on the booking page:
 
−
[[File:Products booking page view.png | center]]
 
 
<br><br>
 
<br><br>
 +
-------
  
−
'''Correlation with other custom features:'''<br>
+
=[[Products for Sale custom feature|Products for Sale]]=
−
1- [[Custom_Features#Simply_Smart_Promotions| Simply Smart Promotions]]. Discounts are working for services prices only and not applied to products prices.<br>
+
[[File:Product.png | left]]
−
2- [[Custom_Features#Group_Bookings | Group Bookings]]. Number of items is multiplied to number of participants selected.<br>
+
When your clients are booking the services they will be offered to add relevant products to their purchase. Someone buying a haircut could for example be offered to buy hair gel at the same time.<br>
−
3- [[Custom_Features#Multiple_Bookings | Multiple bookings]]. Products are selected separately for each booking.
+
Use this to your advantage to sell more!
 +
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Products for Sale custom feature|...>]]</span>'''
 
<br><br>
 
<br><br>
−
'''Can I add the items that clients has selected to notification templates?'''<br>
 
−
Sure, just add [products] variable to all necessary templates in Settings//Email and SMS settings and the list of products will be included to corresponding notifications
 
−
[[File:Add product variable to templates.png | center]]
 
 
<br><br>
 
<br><br>
−
 
 
-------
 
-------
  
−
=Provider's Color Coding=
+
=[[Provider Color Coding custom feature|Provider's Color Coding]]=  
−
<br>
 
 
[[File:Provider color new icon.png ‎|left]]
 
[[File:Provider color new icon.png ‎|left]]
−
 
 
Some users like to simplify the dashboard view by having providers with certain colors. With this Custom Feature, you can give each of your providers their own color so when you quickly glance over the dashboard, it can be easily seen what bookings belong to each provider.
 
Some users like to simplify the dashboard view by having providers with certain colors. With this Custom Feature, you can give each of your providers their own color so when you quickly glance over the dashboard, it can be easily seen what bookings belong to each provider.
−
<br><br><br>
+
<br><br>
−
::'''Please note''', if you use Status Custom Feature, it has higher priority than Provider's Color Coding Custom Feature. Therefore, colors of the booking statuses will be displayed.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Provider Color Coding custom feature|...>]]</span>'''
−
<br>
+
<br><br>
−
 
 
−
;How to use
 
−
:1. Enable Custom Feature
 
−
:2. In Manage//Providers//More options//assign color to each provider to make them easily distinguished in the calendar.  
 
−
 
 
−
[[File:Providers color new 2.PNG | center]]
 
−
 
 
 
--------
 
--------
−
=Service Add-ons=
 
−
[[File:Paid attributes.png | left]]<br>
 
−
You can create add-ons for selected services. These add-ons do not influence service duration, but the service becomes more expensive. An example would be a massage, whereas the client could choose to add the luxury oil that costs more during massage.<br>
 
−
Use this to your advantage to sell more!<br><br>
 
−
:'''Please note!''' This custom feature cannot be used without [[Custom_Features#Accept_Payments | Accept Payments]] custom feature, that is why this option will be automatically enabled as soon as you enable "Service Add-ons".
 
−
<br><br>
 
−
'''How to use:'''
 
  
−
:1. To enable this option please go to your Custom Features page and click on “Enable” near “Service Add-ons” option.
+
=[[Related Resources custom feature|Related Resources]]=
−
[[File:Add-ons enable.png | center]]
+
[[File:Resources icon.png |left]]
 +
Connect equipment, rooms or anything else that is limited in quantity to a service. Different resources can be connected to the same service when needed.
 
<br><br>
 
<br><br>
−
:2. Click on “Settings” button that will appear there or select  Manage// Service Add-ons section and you will get to a page where you will be able to create all necessary items.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Related Resources custom feature|...>]]</span>'''
−
[[File:Add-ons settings steps.png | center]]
 
 
<br><br>
 
<br><br>
−
:3. Click on “+” icon to create new add-on, set its name and price.<br>
+
---------
−
:''Please note!'' It is not possible to create free add-ons, each of them needs to have price added.
 
−
[[File:Create new add-on.png | create]]
 
−
<br><br>
 
−
:4. To relate the add-on with particular service(s) please use “Connected services” tab and check the boxes with desired services/classes.
 
−
[[File:Connect add-on with service.png | center]]
 
−
<br><br>
 
−
:5. You can also make add-on to be selected by default on the booking page<br>
 
−
:''Please note!'' The clients will be able to to uncheck this item if they wish to on the booking page.
 
−
[[File:Selected by default.png | create]]
 
−
<br><br>
 
−
Here you can see how the add-ons can look like on the booking page:
 
−
[[File:Add-ons booking page view.png | center]]
 
  
 +
=[[Service Add-Ons custom feature|Service Add-ons]]=
 +
[[File:Paid attributes.png | left]]
 +
You can create add-ons for selected services. These add-ons can be set to influence service duration or not, but the service anyway becomes more expensive.<br>
 +
An example may be a massage, whereas the client could choose to add the luxury oil that costs more during massage.<br>
 +
Use this to your advantage to sell more!
 
<br><br>
 
<br><br>
−
'''Correlation with other custom features:'''<br>
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Service Add-Ons custom feature|...>]]</span>'''
−
1- [[Custom_Features#Simply_Smart_Promotions| Simply Smart Promotions]]. Discounts are not applied to add-ons prices.<br>
 
−
2- [[Custom_Features#Group_Bookings | Group Bookings]]. Number of items is multiplied to number of participants selected.<br>
 
−
3- [[Custom_Features#Multiple_Bookings | Multiple bookings]]. Add-ons are selected separately for each booking.
 
 
<br><br>
 
<br><br>
−
'''Can I add the items that clients has selected to notification templates?'''<br>
+
---------
−
Sure, just add [attributes] variable to all necessary templates in Settings//Email and SMS settings and the list of products will be included to corresponding notifications
 
−
[[File:Add add-ons variable to templates.png | center]]
 
−
<br><br>
 
−
--------
 
  
−
=Service Categories=
+
=[[Service Categories custom feature|Service Categories]]=
−
<br>
 
 
[[File:Service category new icon.png‎ ‎| left]]
 
[[File:Service category new icon.png‎ ‎| left]]
−
<br>
 
 
With the help of this Custom Feature you can create categories and group your services to make it easier and faster for your clients to find the necessary service.
 
With the help of this Custom Feature you can create categories and group your services to make it easier and faster for your clients to find the necessary service.
 
<br><br>
 
<br><br>
−
 
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Service Categories custom feature|...>]]</span>'''
−
 
 
−
;How to use
 
−
 
 
−
:1. Enable Service Categories Custom Feature in the Custom Feature section//Adding more to booking page.  
 
−
 
 
−
:2. In Manage//Services click on "+" and choose "Add category" to create all necessary categories. Insert title, picture, description and assign services to category.
 
−
 
 
−
[[File: Add category new 2.png | center ]]
 
 
<br><br>
 
<br><br>
−
 
−
:3. Click on "Category details" tab of the category to edit any information. To connect services please choose "Category services" tab and check corresponding boxes.
 
−
<br>
 
−
:''Here you can see how categories can look like on the booking page.''
 
−
<br>
 
−
[[File:Service categories booking page.png | center]]
 
−
 
−
 
 
-------
 
-------
  
−
=Simply Smart Promotions=
+
=[[SMS Gateway custom feature|SMS Gateway]]=
−
<br>
+
[[File:Sms.png|left]]  
−
[[File:Promotions new icon.png ‎ ‎|left]]
+
Use the SMS Gateway custom feature to use your own SMS gateway (Twilio, Vonage(Nexmo), BulkSMS, HISMS, Websms, Infobip available only) and use your own phone number as sender number. If you use this feature, you pay the gateway directly saving around 20% to 30% compared to when you buy SimplyBook.me credits.  
−
 
+
<br><br>
−
Send promotions to your clients with Simply Smart Promotions Custom Feature! Reward your clients for telling others about your promotions. You can decide both rewards and discounts. Use this to get more business all year long and especially during low season and promote your business. Customize your promotions with defined dates, messages and codes.
+
'''IMPORTANT!''' Setting this up requires some technical knowledge and the SimplyBook.me team cannot help with account creation at the SMS gateway providers.
−
<br><br><br>
+
<br><br>
−
:'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[SMS Gateway custom feature|...>]]</span>'''
 
<br><br>
 
<br><br>
 +
------
  
−
;How to use.
+
=[[SMTP custom feature|SMTP]]=
−
:1. Enable Simply Smart Promotions Custom Feature.
+
[[File:Smtp new icon.png|left]]
−
:2. In left-side menu go to Manage//Promotions and create new promotion
+
It allows you to use your own SMTP server so all emails sent from the SimplyBook.me system on your behalf, come from your own email address.<br>
−
 
 
−
[[File:Create promotion new.png | center]]
 
 
<br><br>
 
<br><br>
−
:3. On the first step indicate:
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[SMTP custom feature|...>]]</span>'''
−
*your discount in %;
 
−
*is this promotion related to specific service or all services;
 
−
*who can claim the deal (all clients or new clients only);
 
−
*how many times code can be used;
 
−
*how many times each client can use promotion;
 
−
*edit texts of your deal if necessary;
 
−
*proceed to the next step.
 
−
 
 
−
[[File:Promotion step 1.png | center]]
 
 
<br><br>
 
<br><br>
−
:4. On the second step decide whether you will offer reward for sharing your promotion. This step is very important because it can help you to easily get more clients.
+
-------
−
*write what reward you offer;
 
−
*indicate the number of times client should share promotion to receive the reward;
 
−
*how many times 1 client can claim the reward;
 
−
*insert reward picture;
 
−
*check "send email" if you want clients to receive email about being rewarded and change email if necessary;
 
−
*adjust the texts of reward;
 
−
*proceed to the next step.
 
  
−
[[File:Promotion step 2 reward.png | center]]
+
=[[SOAP with Encryption custom feature|SOAP with Encryption]]=
 +
[[File:Client soap crypt.png |left]]
 +
Need patient information to be more securely stored? SOAP (subjective, objective, assessment and plan) with data encryption feature allows to insert time-stamped record with 4 encrypted text fields that stay with client data. Sensitive medical data of your clients will be secured with RSA 4096.
 
<br><br>
 
<br><br>
−
:5. On the third step enter the details of your campaign
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[SOAP with Encryption custom feature|...>]]</span>'''
−
*change the promotion code if needed;
 
−
*add campaign image;
 
−
*add dates that clients can book;
 
−
*add period when they can redeem the code;
 
−
*set time limitation if needed;
 
−
*proceed to the next step.
 
−
 
 
−
 
 
−
[[File:Promotion step 3.png | center]]
 
 
<br><br>
 
<br><br>
−
:6. On the fourth step announce your promotion
+
-------
−
*get the link of the deal to share with your clients;
 
−
*choose how to notify your clients, by email or sms (please change the text of email or sms (1 sms 70 symbols in unicode, 140 plain English text without special char.));
 
−
*configure whom you will send the deal, select whether client booked/did not book, use filters by service, provider, dates;
 
−
*select clients and send the promotion (or save it without sending).
 
  
−
[[File:Promotion step 4.png | center]]
+
=[[SSL custom feature|SSL]]=
−
---------
+
[[File:Ssl new icon.png ‎ ‎|left]]
−
=SMS Gateway=
+
Make all client's connections with the server through a secure layer.
 
<br>
 
<br>
−
[[File:Sms.png|left]]
+
It is important to have it enabled for some payment processors and widgets.
−
 
 
−
Use the SMS Gateway custom feature to use your own SMS gateway (Twilio, Nexmo or BulkSMS) and use your own phone number as sender number. If you use this feature, you pay the gateway directly saving around 20% to 30% compared to when you buy SimplyBook.me credits.  
 
 
<br><br>
 
<br><br>
−
'''IMPORTANT!''' Setting this up requires some technical knowledge and the SimplyBook.me team can not help with account creation at the SMS gateway providers.
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 
<br><br>
 
<br><br>
−
'''How to use'''
+
;How to use
−
:1. Enable Sms Gateway Custom feature in Custom features//Other section at one-time activation fee.
+
: Just enable it on your Custom features page and you are done!
−
[[File:Sms plugin enable.png | center]]
+
[[File:Ssl enable path new cf.png|border | center]]
 
<br><br>
 
<br><br>
−
:2. Create an account with one of available sms gateways: [https://dashboard.nexmo.com/sign-up Nexmo], [https://www.twilio.com/try-twilio Twilio] or [https://www2.bulksms.com/register/ BulkSMS] if you do not have one yet.
+
-------
−
:3. Click on “Settings” near “SMS Gateway” custom feature.
+
 
−
[[File:Sms plugin settings.png | center]]
+
=[[SSO-SAML_Custom_Feature|SSO: SAML]]=
 +
[[File:Saml icon.png| left]]  
 +
This custom feature allows to setup Single Sign-On process for you as the system admin and your account users thus enabling login to SimplyBook.me system from MS Azure applications panel. You can create users in MS Azure within the desired access level groups and the corresponding user types will be added in your SimplyBook.me system on the first login.
 
<br><br>
 
<br><br>
−
4. On the next step please select the sms provider from “SMS Gateway” drop down and add corresponding settings on the right side of the page.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[SSO-SAML Custom Feature|...>]]</span>'''
−
[[File:Sms select provider.png | center]]
 
 
<br><br>
 
<br><br>
−
5. Save settings and it is all done!
+
------
 +
 
 +
=[[Status custom feature|Status]]=
 +
<br>
 +
[[File:Status new icon.png‎ ‎|left]]
 +
If you have a company with many providers, and a service desk accepting clients you can add status possibility to events to see the status. This is for example used to mark appointment with one status as "client has arrived", and then another as "Client has left and paid" whatever suits your needs.
 
<br><br>
 
<br><br>
−
'''Please note!''' If this custom feature is enabled and set correctly you do not need to purchase sms credits from our side. <br>
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Status custom feature|...>]]</span>'''
−
You will be able to see sms being sent from the system in Reports//Sms report with 0 as credits amount in this case.
 
 
<br><br>
 
<br><br>
−
:''Troubleshooting:''
+
-------
  
−
:'''Sms credits are charged from my account:'''
+
=[[Tags Custom Feature|Tags]]=
−
- SMS Gateway Custom Feature is not enabled<br>
+
[[File:Tags icon.png|100px|left]]
−
- SMS Gateway processor settings are not added.
+
This custom feature allows you to add one or more tags to any client, enabling swift filtering of clients in reports, or other custom functionalities like coupons, gift cards, tickets, and memberships. With an intuitive interface, you can easily customize tags to align with your specific requirements, ensuring improved organization and structured client interactions.
 
<br><br>
 
<br><br>
−
:'''Sms are not sent from the system'''
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Tags Custom Feature|...>]]</span>'''
−
- SMS Gateway settings are not added correctly.<br>
 
−
- There is no sms credits on your balance.
 
 
<br><br>
 
<br><br>
 
-------
 
-------
−
=SMTP=
 
−
<br>
 
−
[[File:Smtp new icon.png|left]]
 
  
−
It allows you to use your own SMTP server so all email sent from the SimplyBook.me system on your behalf, comes from your own email address.<br>
+
=[[Take Me Back Home custom feature|Take Me Back Home]]=
−
You can enable this Custom Feature in your Custom Feature section and set your SMTP server details in Custom Feature settings.<br>
+
[[File:Take me back home new icon.png ‎|left]]
−
[[File:SMTP settings1.png]]
+
The Take Me Back Home Custom Feature, allows you to bring clients back to your home page or selected URL after a booking has been performed on the booking page. Clients can press a link or they will be brought back to your homepage after 10 seconds by a redirect script.
 
<br><br>
 
<br><br>
−
Remark that if you have a gmail address or g-suite email, you can send up to 1.000 emails per day through that address.<br><br>
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Take Me Back Home custom feature|...>]]</span>'''
 +
<br><br>
 +
--------
  
−
'''How to store a copy of outgoing emails in your Gmail''': <br><br>
+
=[[Telegram Notifications custom feature|Telegram Notifications]]=
−
:1. You need to log into your Gmail or Google Apps email Settings and Click on the Forwarding/IMAP tab and scroll down to the IMAP Access section.<br><br>
+
[[File:Telegram notifications icon.png|left]]<br>This custom feature allows you to create your own notifications bot in a few simple steps. As the result each customer will have an option to subscribe to your bot notifications and get messages about the appointments, invoice details, tickets and much more.  
−
:2. Please set the IMAP as enabled in order for emails to be properly copied to your sent folder.<br><br>
 
−
:''For added security, you can setup double authentication for the email that you plan to use.<br>''
 
−
:''[https://support.google.com/accounts/answer/185833 Here] you can check instructions how to use application password for double-step authentication.''
 
 
<br><br>
 
<br><br>
−
:If you send more than 1.000 notifications/promotions per day, you can look at other smtp services like sendinblue.com, sendgrid.com, mailjet.com, or authsmtp.com.<br><br>
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
−
Please check video tutorial [https://vimeo.com/195300585 here].
 
 
<br><br>
 
<br><br>
−
------
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Telegram Notifications custom feature|...>]]</span>'''
−
=SOAP=
 
−
<br>
 
−
[[File:Soap.png | left]]
 
−
This feature allows you to insert time stamped record with 4 text fields that stays with client data in patient format. SOAP notes are a style of documentation that medical professionals, such as nurses, therapists, athletic trainers, counsellors, and doctors, use to record information about patients. The acronym stands for subjective, objective, assessment and plan.
 
 
<br><br>
 
<br><br>
−
'''How to use'''
+
--------
−
:1. Enable in Custom features//Other.
+
 
−
[[File:Soap plugin enable.png | center]]
+
=[[Terms and Conditions custom feature|Terms and Conditions]]=
 +
[[File:Terms and conditions new icon.png ‎|left]]
 +
If you want your business to be bulletproof then this Custom Feature is a MUST. Use it to create and manage terms & conditions for your company towards your clients.  
 +
The text inserted in the Custom Feature will be displayed on the "Details" page above the "Book Now" button or on sign up step if you are using [[Custom_Features#Client_Login | Client login feature]] as a checkbox with text "''I agree with -your company name- Terms & Conditions''" and the clients will need to agree to it to be able to book your services
 
<br><br>
 
<br><br>
−
:2. Now you can go to Manage//Clients, click on Edit button, choose SOAP info tab and add necessary information there.
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
−
[[File:Soap plugin new.png | center]]
 
 
<br><br>
 
<br><br>
−
Or you can add SOAP information from the booking directly by selecting “Client” tab and clicking on “Add SOAP info” button.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Terms and Conditions custom feature|...>]]</span>'''
−
[[File:Add soap info from booking.png | center]]
 
 
<br><br>
 
<br><br>
−
As well this option allows you to add some medical history in separate tab if necessary.
+
-------
−
[[File:Soap medical history.png | center]]
+
 
 +
=[[Ticket's QR Code|Ticket's QR Code]]=
 +
[[File:Tickets qr code.png |left]]  
 +
Create customized QR codes for your tickets consisting of one or more additional fields variables, with or without a delimiter. This QR code can be added to your tickets to facilitate further information reading into external systems after ticket validation.
 
<br><br>
 
<br><br>
−
:3. And now you can check and/or update comments related to particular client in Manage//Clients//Edit//SOAP info history.  
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Ticket's QR Code|...>]]</span>'''
−
[[File:Soap edit from manage.png | center]]
 
 
<br><br>
 
<br><br>
−
Or in booking related to this client in “Client” tab.
+
-------
−
[[File:Edit soap from booking.png | center]]
+
 
 +
=[[Tickets custom feature|Tickets]]=
 +
[[File:Tickets icon.png| left]]
 +
Issue tickets for services, classes and events. The tickets can be printed or shown from mobile screen by clients and then be scanned using the SimplyBook.me admin app, or manually inserted in the Validate tickets section of SimplyBook.me. If you have HTML/CSS knowledge and Premium plan, you can customize the look of your tickets.
 
<br><br>
 
<br><br>
−
This feature also allows you to check the records added previously either in booking in Calendar or in client record in Manage//Clients//Edit.
+
Video tutorial [[File:Youtube-Logo.png|link=https://youtu.be/Ge3IGjgLDE8]]
−
[[File:Soap history new.png | center]]
 
 
<br><br>
 
<br><br>
−
'''Please note''', the information you add there is not seen from client side and is for internal use.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Tickets custom feature|...>]]</span>'''
−
As well this information is not exported from the system in Reports.
 
 
<br><br>
 
<br><br>
 
-------
 
-------
−
=SSL=
 
−
<br>
 
−
[[File:Ssl new icon.png ‎ ‎|left]]
 
  
−
Make all client's connections with the server through a secure layer. This is a very important if given information is delicate.
+
=[[Tips Custom Feature|Tips]]=
−
<br>
+
[[File:Tips icon.png|left]]
−
 
+
With Tips Custom Feature, your clients can now enjoy the flexibility and convenience of showing their appreciation for your services through tipping. The feature is designed to enhance your clients' booking experience. Your customers can leave tips during the booking process or when "Pay later" is selected.
−
[[File:Ssl screen.JPG | center]]
+
<br><br>
−
 
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Tips Custom Feature|...>]]</span>'''
−
------
 
−
 
 
−
=Status=
 
−
<br>
 
−
[[File:Status new icon.png‎ ‎|left]]
 
−
 
 
−
If you have a company with many providers, and a service desk accepting clients you can add status possibility to events to see the status. This is for example used to mark appointment with one status as "client has arrived", and then another as "Client has left and paid" whatever suits your needs.
 
 
<br><br>
 
<br><br>
−
::'''Please note''', if you use Provider's Color Coding Custom Feature, Status Custom Feature has higher priority than Provider's Color Coding Custom Feature. Therefore, colors of the booking statuses will be displayed.
 
−
<br>
 
−
 
−
;How to use
 
−
:1. Activate Custom Feature in the Custom Feature section//Booking related.
 
−
:2. In the settings of Status Custom Feature Press "Add New Status"
 
−
:3. Insert "Title", "Description" and assign color to this status. If you press "'''is default'''", status will automatically apply to all new bookings.
 
−
 
−
 
−
[[File:Status_new.PNG|center]]
 
−
 
 
-------
 
-------
  
−
=Take Me Back Home=
+
=[[Visitor Counter custom feature|Visitor Counter]]=  
−
<br>
+
[[File:Visitor counter new icon.png ‎|left]]
−
[[File:Take me back home new icon.png ‎|left]]
+
Use Visitor Counter Custom Feature to get up-to-date information about visits to your booking website or to the page with your booking widget. This Custom Feature will help you to evaluate the visits and bookings and can help you to decide if you should do promotions to get more visitors and potential clients. You will see all this information in the main Dashboard of the [https://simplybook.me SImplyBook.me] system. Shows data for the previous calendar week.
−
 
 
−
The Take Me Back Home Custom Feature, allows you to bring clients back to your home page or selected URL after a booking has been performed on the booking page. Clients can press a link or they will be brought back to your homepage after a few seconds by a redirect script.
 
−
<br>
 
−
 
 
−
[[File:Take me back home new theme.png|center]]
 
 
<br><br>
 
<br><br>
−
;How to use
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Visitor Counter custom feature|...>]]</span>'''
−
:1. Enable Take Me Back Home Custom Feature in the Custom Feature section//Look and Feel.
 
−
:2. Insert the link where you want your clients to be redirected.
 
−
:3. Write a text for this link.
 
−
:4. Insert the link where you want your clients to be redirected (mobile version).
 
−
:5. Write a text for this link.
 
−
:6. Check or leave unchecked "Enable auto redirect to your site". If checked, it will redirect your clients automatically to the page you indicated in the "link to your website" filed in 10 seconds.  
 
−
:7. Write auto redirect text that will be displayed in case the checkbox "Enable auto redirect to your site" is checked.
 
−
 
 
−
[[File:Take_me_back_home_new.PNG|center]]
 
−
 
 
−
--------
 
−
 
 
−
=Terms and Conditions=
 
−
<br>
 
−
[[File:Terms and conditions new icon.png ‎|left]]
 
−
 
 
−
If you want your business to be bulletproof then this Custom Feature is a MUST. Use it to create and manage terms & conditions for your company towards your clients.
 
−
The text inserted in the Custom Feature will be displayed in the "Details" page above the "Book Now" button in the block of text "''When you click on the button, you agree to [https://simplybook.me/company/terms-and-conditions simplybook.me terms & conditions] and Company name terms & conditions''".
 
 
<br><br>
 
<br><br>
−
[[File:T&c new theme.png |center]]
 
−
<br clear=all/>
 
−
 
 
-------
 
-------
  
−
 
+
=[[Waiting List custom feature|Waiting List]]=  
−
=Visitor Counter=
+
[[File:Waiting list icon.png|left]]
−
<br>
+
Allow your clients to sign up for a spot on your waiting list.  This custom feature gives your customers the possibility to register for a waiting list on fully booked days. If someone cancels an appointment, applicants registered on this day will receive an email invitation to book the recently opened slot.  Define in the settings how often each notification is sent and when you don’t want to fill the spot, i.e. if there is a short time until the session starts.  
−
[[File:Visitor counter new icon.png ‎|left]]
 
−
 
 
−
Use Visitor Counter Custom Feature to get up-to-date information about visits to your booking website or to the page with your booking widget. This Custom Feature will help you to evaluate the visits and bookings and can help you to decide if you should do promotions to get more visitors and potential clients. You will see all this information in the main Dashboard of the [https://simplybook.me SImplyBook.me] system.
 
 
<br><br>
 
<br><br>
−
 
+
:::Video tutorial available '''[[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=PtprHKshSmw]]
−
[[File:Visits_counter.PNG|center]]
 
−
 
 
−
-------------
 
−
 
 
−
 
 
−
=Voice Bookings=
 
−
<br>
 
−
[[File:Voice booking.png | left]]
 
−
 
 
−
iBOB is an intelligent Booking Oriented Bot that answers your phone, accepts bookings from your clients 24/7 and redirects calls to you if clients asks for it, or if iBOB has problems understanding your client. You need iBOB credits to use iBOB as your personal assistant. iBOB is very fair, and does not charge much for his services. His services cost from only $2/month for a local phone number and 0,12 cents per incoming call minute.
 
−
<br><br><br>
 
−
:'''How to use'''
 
−
 
 
−
:1. Enable “iBOB - Your intelligent voice assistant” custom feature on your Custom features page.
 
−
[[File:Voice bookings enable.png | center]]
 
 
<br><br>
 
<br><br>
−
:2. Go to Manage//Voice bookings or just click on Settings near this custom feature.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Waiting List custom feature|...>]]</span>'''
−
[[File:Voice bookings settings1.png | center]]
 
 
<br><br>
 
<br><br>
−
:3. To add new phone number please click on “+” icon, select your country and phone type.
+
-------
−
[[File:Add new number.png | center]]
+
 
−
<br><br>
+
=[[Zapier Connector custom feature|Zapier Connector]]=
−
:4. Buy phone number from the list you see(there are also the prices per month and per minute). It will be the number for your clients to dial to make bookings.
+
[[File:Zapier icon.png | left]]
−
[[File:Buy phone number.png | center]]
+
Connect [https://simplybook.me/ SimplyBook.me] with hundreds of other solutions using this feature. It contains a variety of triggers that can be used to send information to other solutions by simply using one of the available zaps or by creating a new zap. Zapier allows to integrate 2 or more web-applications via their APIs through “triggers” and “actions”.
−
<br><br>
+
[https://simplybook.me/ SimplyBook.me] is available in Zapier as Trigger app, it means only information from [https://simplybook.me/ SimplyBook.me] is sent to Zapier (1-way integration) and via Zapier to any app that has actions.
−
:5. When the number is purchased you can set the voice, choose transcription language, add your greeting message that the clients will hear at the beginning of the call. As well you can add there a number to contact you if necessary.
 
−
<br>
 
−
:''Please note!'' If the bot does not get the information said by client, the client will be redirected to this “Company redirect phone number” if it is added.
 
−
[[File:Number setup.png | center]]
 
−
<br><br>
 
−
:6.  Go to Plans&Prices//Additional items to buy voice credits.
 
−
[[File:Buy voice credits.png | center]]
 
−
<br><br>
 
−
:7. All is set. You can give your clients the number set according to the steps above and iBob will help them to book your services.<br><br>
 
 
<br><br>
 
<br><br>
−
'''Additional option''' – you can set predefined location/category/service/provider per phone number and the clients will book that option exactly.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Zapier Connector custom feature|...>]]</span>'''
−
[[File:Voice predefined options.png | center]]
 
 
<br><br>
 
<br><br>
−
'''Statistics'''
 
−
To check the calls made to your voice bot please use Reports//Voice bookings section.
 
−
[[File:Voice booking report.png | center]]
 
 
<br><br>
 
<br><br>

Latest revision as of 15:01, 20 March 2024


Custom Features are additional functionalities of the system that will help you to improve your business. Please check the list of Custom Features below along with their descriptions and view the instructions how to use.

Video overview Youtube-Logo.png

You may also need:

Contents

Accept Deposits
Accept Payments
Anti-Fraud/Spam Protection Custom Feature
Any Employee Selector
API
Appointment at Fixed Time
Approve Bookings
Book Soon Notification System
Calendar Sync
Campaign
Cancellation Policy
Classes
Clean History
Client Fields
Client Login
Client Mobile App
Client Rescheduling
Contact Widget
Coupons & Gift Cards
Custom CSS
Custom Domain
Custom Email
Custom Page
Daily Report
Display Remaining Spaces
External Booking Validator
Facebook and Instagram Bookings
Facebook Client Info
Facebook Pixel
File Uploader - Google Drive
Flexible Notifications
Google Adwords and Analytics
Google Authenticator
Google Business
Reserve with Google
Google Reviews
Google Tag Manager
Google Translate
Group Bookings
HIPAA
HTML Description Field for Events
Import Clients
Insights
Instagram Photo Sharing
Intake Forms
Kiosk
Limit Bookings
Line Bot
LINE LIFF
Loyalty System
Make me Look Busy
Medical Test
Membership
Multiple Bookings
Multiple Locations
News
Online Video Meetings
Packages
Password Security Settings
Photo Gallery
Point of Sale
Products for Sale
Provider's Color Coding
Related Resources
Service Add-ons
Service Categories
SMS Gateway
SMTP
SOAP with Encryption
SSL
SSO: SAML
Status
Tags
Take Me Back Home
Telegram Notifications
Terms and Conditions
Ticket's QR Code
Tickets
Tips
Vaccination report
Visitor Counter
Waiting List
Zapier Connector





Accept Deposits

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Use deposits to increase the likelihood of clients coming for the service and make sure that in case they do not show up that you can keep the deposit. Remark that some clients may contact their bank directly to get refund of deposits in which case there is little that can be done but such cases should be rare.



Read full tutorial ...>



Accept Payments

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Accept Payments Custom Feature allows you to accept payments from your clients online. You can set the price for your service and when your clients make a booking, they will be redirected to the payment page.

You can accept payments via a variety of payment processors. All the online payments are processed by the payment gateway of your choice and if there is a need to issue a refund to a client it can be done if you are using SBPay.me integration or from the admin account of your payment processor.

Read full tutorial ...>



Anti-Fraud/Spam Protection Custom Feature

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This is an Anti-Fraud/Spam Protection feature. It enables administrators to limit the number of bookings that can be made from the same email, phone, and IP address. The feature provides various options, such as setting the maximum number of bookings, defining the time period in which these bookings can be made, and the ability to block or flag suspected fraudulent activities. This feature helps to prevent fraudulent or spammy bookings and protects the system's integrity, ensuring a smooth and trustworthy booking experience for legitimate customers.



Read full tutorial ...>



Any Employee Selector

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You can use this Custom Feature to add a service provider called "Any provider" to the booking page, and if the client chooses this provider, all times of available providers will show. Or you can also use this Custom Feature to hide employee step on the booking page. or auto allocate any available provider for selected service randomly to simplify the booking process.



Read full tutorial ...>



API

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With the help of this custom feature you can design your own solutions varying from simple widgets to multi-functional applications.
Use it to authorize in Simplybook API with API key.

Documentation on API



Appointment at Fixed Time

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This Custom Feature allows advanced flexibility to your appointment start times for all services at once or per each service. Custom Feature can be used to define exact hour and/or minutes in an hour where your services are available (e.g. 10.00, 14.30, 16.25). It can be used to set the start hour and then choose fixed or multiple interval in minutes when your services are available (e.g. multiple of 15 min 10.00, 10.15, 10.30, 10.45).

Read full tutorial ...>



Approve Bookings

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Approve Bookings Custom Feature is essential if you need to look at customers details before you can approve their booking. It allows you to check information given by clients before you accept their bookings. When your clients book an appointment, at the end they will see a notice that confirmation email will be sent when their booking is approved.

Read full tutorial ...>



Book Soon Notification System

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Make sure your clients come again! This Custom Feature will remind your clients to come back as you can send them a message x-number of days after their appointment. For example, you can compose your own message and send a reminder always 30 days after an appointment.

Read full tutorial ...>



Calendar Sync

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Calendar Sync Custom Feature is used for 2-way synchronization with Google and Outlook calendars. You can export bookings from SimplyBook to Google or Outlook calendars and also block times occupied by Google/Outlook Calendar event in your SimplyBook dashboard.

Read full tutorial ...>



Campaign

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The "Campaign" custom feature is an advanced tool designed for implementing mass marketing strategies and customer engagement across diverse communication channels. It enables companies to create and optimize advertising campaigns, delivering messages in a customer-friendly manner. During campaign creation, users can choose from various message types, such as SMS, emails, and push notifications. You can manually select clients, choose all clients at once, or send campaign messages to clients under specific tags using the Tags feature. This flexibility allows you to tailor communication strategies to the specific needs and preferences of your target audience.

Read full tutorial ...>



Cancellation Policy

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You can restrict time when clients can cancel appointments with the help of Cancellation Policy Custom Feature. Simply set the number of hours before appointment when cancellation is possible or prohibit cancellations at all. If client tries to cancel an appointment beyond the limit, he/she will see a warning notice that the booking cannot be cancelled.

Free custom feature!

Read full tutorial ...>



Classes

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Now SimplyBook.me allows new option for classes and events scheduling whatever kind of business you have. Brand new feature allows you to have all your classes/events in separate section so that you will never mix them up with simple services. Or you can use classes/events interface only. Moreover, this custom feature allows to have almost all settings necessary for class/event scheduling on one page, which makes the setup process easy and fast.

Video tutorial available Youtube-Logo.png

Read full tutorial ...>



Clean History

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Use this Custom Feature to clean all old bookings from the system. You can set when the bookings should be deleted and then the Custom Feature will take care of never having older bookings on record than according to your definition. Please use with care as we can not get deleted bookings back for you! It works and deletes selected bookings till you turn this feature off.

Free custom feature!

Read full tutorial ...>



Client Fields

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Get information from clients upon sign up that relates to the client. An example of such information could be, "Name of spouse", or "Date of Birth" since this is fixed information and would generally not change between bookings.

Read full tutorial ...>



Client Login

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Use this Custom Feature to allow clients to register online, quickly make bookings and see their booking history. You can block and unblock clients from making bookings on your booking page and also turn off or on the ability for clients to register an account. If you close for client registrations, only clients you have registered and granted access can make bookings.

Read full tutorial >



Client Mobile App

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Let your clients download your own personalised client app. With the app on their mobile they can easily book, reschedule, purchase packages,memberships and gift cards as well as access your business directly from their phones. The Client app is available for all paying SimplyBook.me users who use Client Login, and if you have a premium subscription you can personalise it with your own logo and brand color. Ask your clients to go to your booking website on a mobile device, and from there they will be invited to download the app on their mobile.
It's as simple as that!

Read full tutorial >



Client Rescheduling

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The Client rescheduling custom feature allows you to include reschedule links in notification messages to your clients and rescheduling button to the booking site. The clients can use these options to find a new time for their booking if within allowed rescheduling period.

Read full tutorial >



Contact Widget

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Enable this Custom Feature if you need to add Book and Contact widget to your own website or simply add a contact form to the booking website. With this Custom Feature, your clients will be able to book directly from your website and also send you a contact with detailed information.

Read full tutorial >



Coupons & Gift Cards

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Create and sell gift cards, and send coupons to your clients with the Coupons & Gift Cards custom feature! You can make % and fixed amount discounts and sell gift certificates. Use this amazing feature to promote your business. Customize your promotions with defined dates, messages and codes.

Read full tutorial >



Custom CSS

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Make your own booking interface with this CSS Custom Feature. It allows to change the styles of different elements, hide them, change fonts, colors, font-sizes, etc. If you know CSS coding, please use tools of browser to find identifiers of elements and write rules in the settings of Custom Feature, if you have no deep knowledge of CSS, please contact support and they will try to find the best solution for you.

Free custom feature!

Read full tutorial >



Custom Domain

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This option allows to set your own sitelink (URL) for your booking page with connection done through secure layer. If you own your own domain name, you can now simply use the booking site with this name or a sub domain of this name (/v2/ part of the booking site URL cannot be changed).

Read full tutorial >



Custom Email

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Would you like to send your clients and staff attractive email notifications with own customizable branding, links, buttons, and many other options? Enabling this custom feature gives you access to the HTML editor where you can easily drag and drop various content blocks, add images, text, contact details, etc. Please just mind that the booking or purchase related content, as well as adding of the corresponding variables is to be edited either in Settings -> Email and SMS settings if you are using common appointent notification templates, or in the specific custom feature settings in case you have customized notifications.

Read full tutorial >



Custom Page

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This custom feature allows you to add your own custom static pages to your booking website, re-order all booking site pages in the main menu, hide menu items, and add custom links to the main menu.

Read full tutorial >



Daily Report

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Every day this Custom Feature will send you an updated status of all bookings for the day. You will also receive a list with your active bookings for the upcoming week. In the settings of this Custom Feature you can decide whether you want to include today's new bookings, today's canceled bookings, decide the period for upcoming bookings like 1 day, 3, 7, 14, 21, 30 days and set notification time.

Read full tutorial >



Display Remaining Spaces

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Show how many spaces are left when you accept multiple clients per slot, such as for classes and events. You can also choose to show the total number of spaces as well as the number of spaces left.

Read full tutorial >



External Booking Validator

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You can validate bookings through the use of an external script. The script can check variables from the booking, and only if conditions fulfilled, the booking is processed. Additionally the validation script can bring back information that can be injected into intake form variables.



Read full tutorial >



Facebook and Instagram Bookings

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Connect your SimplyBook.me booking system to your Facebook Business page and Instagram profile.  That way you can book even more clients by having a “Book” button both on your Facebook Business page and your Instagram profile - all seamlessly integrated with your SimplyBook booking system.

Read full tutorial >



Facebook Client Info

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The Facebook Custom Feature will simplify your life and your customer's life. They can log in and make appointments with their Facebook profile. You can thereby also see their Facebook profile photo in the dashboard, allowing you to recognise them when they walk through the door. Please note, that services may be visible on his/her timeline.

Read full tutorial >



Facebook Pixel

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Manage analytics for your booking website with Facebook Pixel

Read full tutorial >



File Uploader - Google Drive

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Enable this custom feature to allow your clients to upload signed documents or other information directly to your Google drive account.

Read full tutorial >



Flexible Notifications

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The Flexible Notifications Custom Feature allows you to customize messages per service, per provider or using a combination of services and providers. It means that certain service can have a message different from the general outgoing reminder message for other services. A certain provider may also want to include different instructions for clients who book a certain service. The Flexible Notifications Custom Feature gives you all the flexibility that you may need in such instances!

Read full tutorial >



Google Adwords and Analytics

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Use the Google Analytics Custom Feature to see how many customers visit your site both on an everyday basis and during promotion campaigns. Use the adwords analytics to count how many actually book after clicking an adwords advertisement.

Read full tutorial >



Google Authenticator

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Add security to your account. You can use a 2-step authentication when logging into your account preventing unauthorized access. Upon entering password, you'll be asked to insert 6-digit login code from your Google authenticator or a 3rd party app.
You can use this custom feature with or without HIPAA feature depending on your needs and business requirements.

Free custom feature!

Read full tutorial >



Google Business

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Easily increase your business visibility on the Internet via the Google My Business feature. It does not cost anything but increases visibility in search as well as makes your business visible on Google maps.

Free custom feature!

Read full tutorial >



Reserve with Google

Add a “Book online” button to your Google Business listing. Allow your clients to find you easily on Google and book your services right there via Google Search, Google Maps or Google Assistant, powered by the SimplyBook.me booking system.
Read full tutorial >



Google Reviews

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Do you have numerous company reviews and a great rating on Google and wish to share the results on your booking website? Enable Google reviews custom feature to set it up at one simple step and attract even more customers to your services!



Read full tutorial >



Google Tag Manager

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This feature allows to manage tracking and marketing optimization JavaScript tags on your site. You can add and update AdWords, Google Analytics, Floodlight, and non-Google tags.

Read full tutorial >



Google Translate

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Need to show your booking website in several languages for your clients' convenience? Now we have Google Translate custom feature that makes is possible. It allows you to add Google Translate’s automatic translation to your booking website and each client will be able to choose the language convenient for them.

Read full tutorial >



Group Bookings

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Group bookings is useful when you need your customers to be able to book appointment or reservation for many individuals at the same time. This Custom Feature creates a selection menu with the number of participants in the group. With this Custom Feature you can also use payment custom feature at the same time so that the total payment for all participants will be paid in one payment at time of check-out even though only the group leader/organizer is registered. If you are using Products for Sale or Service Add-Ons features, number of items will also be multiplied to the number of participants selected.

Read full tutorial >



HIPAA

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The personal information custom feature is designed to help SimplyBook.me users to protect their client's and patient's data. It does not replace user's own security procedures but enhances SimplyBook.me data security by using double authentication during login process for all users who access the system (users need to register their mobile phone number to receive authentication code SMS(you need SMS credits for this) or connect Google Authenticator using corresponding custom feature). This custom feature includes a “Timeout” setting which automatically logs user out to reduce the risk of unauthorized users accessing the system.


Read full tutorial >



HTML Description Field for Events

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Allows inserting HTML formatting (background and font color, bold, italic, underline, alignment and other HTML elements) for Service, Service Providers, Locations and Categories description fields.

Free custom feature!

Read full tutorial >



Import Clients

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Use this feature if you need to add the list of clients to your system with just several clicks. Simply upload a CSV file containing your clients data, then select headers for corresponding columns, and you will have an updated list of clients in your client register.

Free custom feature!

Read full tutorial >



Insights

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This Custom Feature creates a variety of charts with key performance indicators in your new financial dashboard.
Providers availability, total bookings, payment per provider etc

Read full tutorial >



Instagram Photo Sharing

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Enable the Instagram photo sharing feature and show automatically your photos on the booking site to make it more a live and fun for your visitors. Take photos with your Instagram app and show the results on your booking page.

Read full tutorial >



Intake Forms

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Intake Forms Custom Feature allows you to request more information from your clients during the booking process. You can ask several questions and they can be answered in many types of fields, such as text lines, drop-downs, text boxes etc.

Read full tutorial >



Kiosk

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The Kiosk Custom Feature allows you to accept bookings on your client booking site so in between bookings, data gets cleared. This makes privacy issues less of a concern.
You can set the time when the customer will be redirected to home page of the booking site or to the beginning of the services booking steps in case you use widget after he/she completes the booking or if the page is left inactive.

Read full tutorial >



Limit Bookings

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This Custom Feature allows you to restrict booking quantity which can be booked at the same time. This Custom Feature is useful when your services require additional things like dental chair or room in the studio etc. (Another way to restrict the number of bookings due to the limted resources is to use Related Resources feature instead). When the booking limit is reached the corresponding time interval will looks like breaktime at the booking page (and in the admin interface if you haven't set to skip this restrictions for admin). It is possible to limit booking number at the same time generally, and also you can set certain limit for each service separately.

Read full tutorial >



Line Bot

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The Line Bot custom feature allows your clients to book your services via Line messenger and it also works in Line mobile app. The booking bot connects with your schedule at SimplyBook.me and guides your client throughout the booking process.

Read full tutorial >



LINE LIFF

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The integration of LINE LIFF with SimplyBook.me presents a powerful opportunity for businesses to elevate their appointment booking process and customer engagement. By offering a seamless and efficient experience directly within the Line messaging app, businesses can attract and retain customers, streamline their operations, and stay ahead in the competitive market.

Read full tutorial ...>



Loyalty System

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Let clients earn points for services/classes booking and allow them to redeem for gift cards. You can set different amount of points per each service/class and 3-4 hours after the meeting takes place the bonuses will be automatically added to the client's balance. As soon as the client gathers the necessary amount of points he/she will be able to exchange them for a gift card, which can be later used for another purchases on your booking website or as a present to someone.

Read full tutorial ...>



Make me Look Busy

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This feature will make slots look occupied when clients visit your site while still making availabilities so they will be able to find something to book. You can decide how many slots should be available every day.

Read full tutorial ...>



Medical Test

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The medical test feature allows you to easily check in persons for testing, and send them access to results after their test results are ready. On arrival, their ticket is scanned and they get an arrived status. This ticket can be printed and put on the persons test tube. When the results are ready, the ticket can be scanned for quick processing of results that will be sent to a person via email and/or SMS. The results can be added in a message, or person can be asked to log in to their account on booking website to get the results and a downloadable PDF form with company branding.

Read full tutorial ...>



Membership

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This Custom feature allows you to have services that only members can book provided they have an active paid membership. This can be applied to a selection or all services, only classes or similar. Here you can check more cases when Membership can be useful.

Check video Youtube-Logo.png tutorial how to set it up.

Demo page with Membership-related classes is available here.
Read full tutorial ...>



Multiple Bookings

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Allows clients to book more than one service before they check-out and pay for all booking with one payment. This Custom Feature adds "Add another service" button to the "Details" step on the booking page. This functionality allows clients to book several services/classes on different time or day of the week.

Read full tutorial ...>



Multiple Locations

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Allows creating multiple service locations and relating them with different service providers (staff members). Locations will be shown as the first step on the booking site.

Read full tutorial ...>



News

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Give your website a fresh life by managing news on your main page in our booking system. You can publish news or blog on your booking website to keep your customers up to date with what’s happening in the business.

Read full tutorial ...>



Online Video Meetings

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Use this feature to easily create meeting links for your clients and meet them online using video or phone

Read full tutorial ...>



Packages

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With the Packages custom feature you can create a package of multiple services, or, if you also sell additional items, combine services with products, add-ons, and classes. Clients can buy packages on your booking page or with Simplybook.me’s POS feature. Each package can be defined with some general items limit and any number of services and products, and you can set the validity to any period available. Once clients have purchased a package, they can book a service at any time paying with their package credits. They can always check how many occurrences are left within each package.

Read full tutorial ...>



Password Security Settings

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The Password security settings Custom Feature allows to define password requirements for system users and clients. This can further harden the system for possible intrusion. Just in few steps you can make your system more secure!

Free custom feature!

Read full tutorial ...>



Photo Gallery

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With Photo Gallery custom feature you can upload the photos of your services to attract more clients. Simply browse photos and they will appear on your booking page.

Read full tutorial ...>



Point of Sale

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Point of Sale Custom Feature allows system users to create and track sales of bookings, and to sell memberships, products and gift certificates to existing or new clients. You can check client's history of purchases, approve pending transactions and print invoices. All in the neat mobile friendly interface!

Read full tutorial ...>



Products for Sale

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When your clients are booking the services they will be offered to add relevant products to their purchase. Someone buying a haircut could for example be offered to buy hair gel at the same time.
Use this to your advantage to sell more!

Read full tutorial ...>





Provider's Color Coding

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Some users like to simplify the dashboard view by having providers with certain colors. With this Custom Feature, you can give each of your providers their own color so when you quickly glance over the dashboard, it can be easily seen what bookings belong to each provider.

Read full tutorial ...>



Related Resources

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Connect equipment, rooms or anything else that is limited in quantity to a service. Different resources can be connected to the same service when needed.

Read full tutorial ...>



Service Add-ons

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You can create add-ons for selected services. These add-ons can be set to influence service duration or not, but the service anyway becomes more expensive.
An example may be a massage, whereas the client could choose to add the luxury oil that costs more during massage.
Use this to your advantage to sell more!

Read full tutorial ...>



Service Categories

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With the help of this Custom Feature you can create categories and group your services to make it easier and faster for your clients to find the necessary service.

Read full tutorial ...>



SMS Gateway

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Use the SMS Gateway custom feature to use your own SMS gateway (Twilio, Vonage(Nexmo), BulkSMS, HISMS, Websms, Infobip available only) and use your own phone number as sender number. If you use this feature, you pay the gateway directly saving around 20% to 30% compared to when you buy SimplyBook.me credits.

IMPORTANT! Setting this up requires some technical knowledge and the SimplyBook.me team cannot help with account creation at the SMS gateway providers.

Read full tutorial ...>



SMTP

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It allows you to use your own SMTP server so all emails sent from the SimplyBook.me system on your behalf, come from your own email address.


Read full tutorial ...>



SOAP with Encryption

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Need patient information to be more securely stored? SOAP (subjective, objective, assessment and plan) with data encryption feature allows to insert time-stamped record with 4 encrypted text fields that stay with client data. Sensitive medical data of your clients will be secured with RSA 4096.

Read full tutorial ...>



SSL

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Make all client's connections with the server through a secure layer.
It is important to have it enabled for some payment processors and widgets.

Free custom feature!

How to use
Just enable it on your Custom features page and you are done!
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SSO: SAML

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This custom feature allows to setup Single Sign-On process for you as the system admin and your account users thus enabling login to SimplyBook.me system from MS Azure applications panel. You can create users in MS Azure within the desired access level groups and the corresponding user types will be added in your SimplyBook.me system on the first login.

Read full tutorial ...>



Status


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If you have a company with many providers, and a service desk accepting clients you can add status possibility to events to see the status. This is for example used to mark appointment with one status as "client has arrived", and then another as "Client has left and paid" whatever suits your needs.

Read full tutorial ...>



Tags

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This custom feature allows you to add one or more tags to any client, enabling swift filtering of clients in reports, or other custom functionalities like coupons, gift cards, tickets, and memberships. With an intuitive interface, you can easily customize tags to align with your specific requirements, ensuring improved organization and structured client interactions.

Read full tutorial ...>



Take Me Back Home

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The Take Me Back Home Custom Feature, allows you to bring clients back to your home page or selected URL after a booking has been performed on the booking page. Clients can press a link or they will be brought back to your homepage after 10 seconds by a redirect script.

Read full tutorial ...>



Telegram Notifications

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This custom feature allows you to create your own notifications bot in a few simple steps. As the result each customer will have an option to subscribe to your bot notifications and get messages about the appointments, invoice details, tickets and much more.



Free custom feature!

Read full tutorial ...>



Terms and Conditions

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If you want your business to be bulletproof then this Custom Feature is a MUST. Use it to create and manage terms & conditions for your company towards your clients. The text inserted in the Custom Feature will be displayed on the "Details" page above the "Book Now" button or on sign up step if you are using Client login feature as a checkbox with text "I agree with -your company name- Terms & Conditions" and the clients will need to agree to it to be able to book your services

Free custom feature!

Read full tutorial ...>



Ticket's QR Code

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Create customized QR codes for your tickets consisting of one or more additional fields variables, with or without a delimiter. This QR code can be added to your tickets to facilitate further information reading into external systems after ticket validation.

Read full tutorial ...>



Tickets

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Issue tickets for services, classes and events. The tickets can be printed or shown from mobile screen by clients and then be scanned using the SimplyBook.me admin app, or manually inserted in the Validate tickets section of SimplyBook.me. If you have HTML/CSS knowledge and Premium plan, you can customize the look of your tickets.

Video tutorial Youtube-Logo.png

Read full tutorial ...>



Tips

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With Tips Custom Feature, your clients can now enjoy the flexibility and convenience of showing their appreciation for your services through tipping. The feature is designed to enhance your clients' booking experience. Your customers can leave tips during the booking process or when "Pay later" is selected.

Read full tutorial ...>



Visitor Counter

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Use Visitor Counter Custom Feature to get up-to-date information about visits to your booking website or to the page with your booking widget. This Custom Feature will help you to evaluate the visits and bookings and can help you to decide if you should do promotions to get more visitors and potential clients. You will see all this information in the main Dashboard of the SImplyBook.me system. Shows data for the previous calendar week.

Read full tutorial ...>



Waiting List

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Allow your clients to sign up for a spot on your waiting list. This custom feature gives your customers the possibility to register for a waiting list on fully booked days. If someone cancels an appointment, applicants registered on this day will receive an email invitation to book the recently opened slot. Define in the settings how often each notification is sent and when you don’t want to fill the spot, i.e. if there is a short time until the session starts.

Video tutorial available Youtube-Logo.png



Read full tutorial ...>



Zapier Connector

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Connect SimplyBook.me with hundreds of other solutions using this feature. It contains a variety of triggers that can be used to send information to other solutions by simply using one of the available zaps or by creating a new zap. Zapier allows to integrate 2 or more web-applications via their APIs through “triggers” and “actions”. SimplyBook.me is available in Zapier as Trigger app, it means only information from SimplyBook.me is sent to Zapier (1-way integration) and via Zapier to any app that has actions.

Read full tutorial ...>





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