Service/Provider relations: Difference between revisions

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|title=Frequently Asked Questions about Service And Provider relations in Online Booking System SimplyBook.me
|title=Frequently Asked Questions about Service And Provider relations in Online Booking System SimplyBook.me
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|keywords=faq, frequently asked questions, calendar software, free online calendar, free scheduling software, booking software, online booking system, booking calendar, online appointment scheduling, schedule, online booking calendar, online scheduling
|keywords=faq, frequently asked questions, calendar software, free online calendar, free scheduling software, booking software, online booking system, booking calendar, online appointment scheduling, schedule, online booking calendar, online scheduling
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<span class="qa">[[Adding_services,_providers_and_availability(new_interface)#How_to_set_specific_schedule_for_service | How to create schedules for services]]</span>
<span class="qa">[[Adding_services,_providers_and_availability(new_interface)#How_to_set_specific_schedule_for_service | How to create schedules for services]]</span>
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:1. Go to Manage // Services// Add service and create all necessary services.<br/>
:1. Go to Manage // Services// Add service and create all necessary services.<br/>
:2. Then in Manage // Services click on "Service schedule" tab and set schedule for each service.<br/>
:2. Then in Manage // Services click on "Service schedule" tab and set schedule for each service.<br/>
[[File:Edit service schedule.png | center ]]<br/>
[[File:Service schedule path redesigned.png|1200px | center|link=https://help.simplybook.me/images/e/ec/Service_schedule_path_redesigned.png ]]<br/><br/>
:3. In Manage // Services // "Service providers" tab you can relate this service to providers by checking corresponding boxes.<br>
(Read more about [[Adding_services,_providers_and_availability(new_interface)#Adding_Providers | adding providers]])<br/>
[[File:Attach providers to service v3.png | center]]<br/><br/>
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:1. In Manage//Services click on "+" icon to create new service.  
:1. In Manage//Services click on "+" icon to create new service.  
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  [[File:Create new service.png | center ]]
  [[File:Create new service redesigned.png|1200px| center|link=https://help.simplybook.me/images/2/2d/Create_new_service_redesigned.png ]]
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:2. In Manage//Services choose "Service schedule" tab on the newly created service switch on the option "Do you want to set service on special days only?".  
:2. In Manage//Services choose "Service schedule" tab on the newly created service switch on the option "Do you want to set service on special days only?".  
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[[File: Special days only new.png | center]]
[[File:Service special days only redesigned.png|1200px | center|link=https://help.simplybook.me/images/f/f2/Service_special_days_only_redesigned.png]]
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:3. Then use the calendar, click on the dates that you want to open and set the schedule for these dates by moving the sliders(bright blue zone is open time).
:3. Then use the calendar, click on the dates that you want to open and set the schedule for these dates by moving the sliders(bright blue zone is open time).
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[[File:Special day setup.png | center]]
[[File:Events set schedule by date redesigned.png|1200px | center|link=https://help.simplybook.me/images/c/c6/Events_set_schedule_by_date_redesigned.png]]
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:If you need to select several dates at once please switch on "Enable group dates selection?", choose the dates to edit and click on "Setup schedule" to set the times.
:If you need to select several dates at once please switch on "Enable group dates selection?", choose the dates to edit and click on "Setup schedule" to set the times.
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[[File:Several dates at once.png |center]]
[[File:Events group dates selection redesigned.png|1200px |center|link=https://help.simplybook.me/images/6/61/Events_group_dates_selection_redesigned.png]]
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:4.  Connect service to necessary provider in "Service providers" tab.
:4.  Connect service to necessary provider in "Service providers" tab.
 
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==Option 2 (as Event with the help of [[Custom_Features#Classes | Classes]] custom feature)==
==Option 2 (as Event with the help of [[Custom_Features#Classes | Classes]] custom feature)==
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:1. Enable Classes custom feature on your Custom features page.
:1. Enable Classes custom feature on your Custom features page.
[[File:Classes enable path.png | center]]
[[File:Classes enable path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/e/ef/Classes_enable_path_redesigned.png]]
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:2. Navigate to Manage//Classes page and create a new class.
:2. Navigate to Manage//Classes page and create a new class.
[[File:Create new class v3.png | center ]]
[[File:Create new class form redesigned.png|1200px | center|link=https://help.simplybook.me/images/0/04/Create_new_class_form_redesigned.png ]]
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:3.  Choose "Class schedule" tab on the newly created class and switch on the option "Do you want to set service on special days only?"
:3.  Choose "Class schedule" tab on the newly created class and switch on the option "Do you want to set service on special days only?"
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;How events(classes) work
;How events(classes) work
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The general logic of event(class) is creating Service + Provider related to it with dates selected in the settings of the event(class) as special days. When you use [[Custom_Features#Classes | Classes]] custom feature the event creates service+provider related to it with identical name. In order to preserve proper functioning of the event on the dates needed, you should not delete provider with identical name related to event (but you can easily change his/her name) and should not disconnect provider from the event. <br/>
The general logic of event(class) is creating Service + Provider related to it with dates selected in the settings of the event(class) as special days. When you use [[Custom_Features#Classes | Classes]] custom feature the event creates service+provider related to it with identical name. In order to preserve proper functioning of the event on the dates needed, you should not delete provider with identical name related to event (but you can easily change his/her name) and should not disconnect provider from the event. <br/>
[[File:Event new theme.png | center]]
[[File:Event client side booking.png|1200px|border | center]]
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You can create recurring services and enable your clients to book a particular amount of sessions.  
You can create recurring services and enable your clients to book a particular amount of sessions.  
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'''How to create recurring service:'''
'''How to create recurring service:'''
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:1. Go to Manage // Services // "Time details" tab on the needed service.
:1. Go to Manage // Services // "Time details" tab on the needed service.


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:2. Enable "Make service recurring (pack)?" there  
:2. Enable "Make service recurring (pack)?" there  
[[File:Make service recurring v3.png | center]]
[[File:Recurring service settings redesigned.png|1200px| center|link=https://help.simplybook.me/images/1/10/Recurring_service_settings_redesigned.png]]
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:4. Choose when your service will repeat. Select "Repeat weekly (please select week days)" and day/days of the week (e.g Mondays) when your service occurs. <br>
:4. Choose when your service will repeat. Select "Repeat weekly (please select week days)" and day/days of the week (e.g Mondays) when your service occurs. <br>
:If you need more specific intervals, you can choose "Or repeat each" and set your service to reoccur every 14 days, for example.  
:If you need more specific intervals, you can choose "Or repeat each" and set your service to reoccur every 14 days, for example.  


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:5. Choose the mode for the bookings. Available modes:
:5. Choose the mode for the bookings. Available modes:
::'''Not allow''' - not allow recurring bookings if one of dates in between unavailable (Using the example below, if 15th is busy, the system will not allow to book 1st and 8th, only days after busy day).
::'''Not allow''' - not allow recurring bookings if one of dates in between unavailable (Using the example below, if 15th is busy, the system will not allow to book 1st and 8th, only days after busy day).
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::'''Add appointments''' - book on all available dates and add dates behind for unavailable in between dates (Using the example below, if 15th is busy,  the system will book 1 and 8th and 22nd + 1 day instead of busy 15th, which is  August 29th).
::'''Add appointments''' - book on all available dates and add dates behind for unavailable in between dates (Using the example below, if 15th is busy,  the system will book 1 and 8th and 22nd + 1 day instead of busy 15th, which is  August 29th).


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:6. Set the number of times your service will repeat in "Repeat count".
:6. Set the number of times your service will repeat in "Repeat count".


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::''Example'': If you set up Mondays and repeat count 4, when clients book this service from booking page, they will book 4 Mondays at once.  
::''Example'': If you set up Mondays and repeat count 4, when clients book this service from booking page, they will book 4 Mondays at once.  
[[File:Recurring dates example.png |center]]
[[File:Recurring dates example.png |center]]
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'''Please note!'''
*If you make the recurring service paid, the amount that you set as the service price is the total for all the sessions.<br>
It is currently not possible to set single session price for the recurring service packs.<br>
That is why if you have single service and decide to make a recurring booking for it from the admin side/[[Point_of_Sale_custom_feature|POS]] interface, its price will not be multiplied by the number of selected sessions.
*It is not possible to reschedule bookings related to recurring batch with [[Client Rescheduling custom feature|Client rescheduling]] feature.
*When a client books a service set as recurring with a certain amount of sessions, the number of bookings that are created at one go equals the number of sessions you have set for such service.
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<span class="qa">[[Categories_and_Locations#How_to_add_Category| Having many services]]</span>
<span class="qa">[[Categories_and_Locations#How_to_add_Category| Having many services]]</span>
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In Manage// Service Providers // select the desired provider // Services, attached to this service provider check boxes with necessary services to connect them.<br/>
In Manage// Service Providers // select the desired provider // Services, attached to this service provider check boxes with necessary services to connect them.<br/>
[[File:Attach provider to services.png | center ]]<br/>
[[File:Provider edit attached services redesigned.png|1200px | center|link=https://help.simplybook.me/images/2/23/Provider_edit_attached_services_redesigned.png]]<br/>
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