Client Rescheduling custom feature: Difference between revisions
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|title= | |title=Client Rescheduling using SimplyBook.me | ||
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|description=Allow clients to reschedule appointments with ease. Provide flexibility while saving time. Activate this feature now! | |||
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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, client rescheduling, edit booking, edit appointment, reschedule by client, reschedule | |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, client rescheduling, edit booking, edit appointment, reschedule by client, reschedule | ||
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[[File:Reschedule booking icon.png|left]]<br><br>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. | [[File:Reschedule booking icon.png|left]]<br><br>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. | ||
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:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!:'''</span> | :<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!:'''</span> | ||
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">The clients can only change date and/or time of the appointment;</span> | *<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">The clients can only change date and/or time of the appointment;</span> | ||
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">In case you have enabled <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Any_Employee_Selector_custom_feature|Any Employee]]</span> custom feature and it was used during the booking process, the provider will not be changed during the rescheduling from the client side. If the provider change(or random selection) is needed please ask the clients to cancel and re-book.</span> | *<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">In case you have enabled <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Any_Employee_Selector_custom_feature|Any Employee]]</span> custom feature and it was used during the booking process, the provider will not be changed during the rescheduling from the client side. If the provider change(or random selection) is needed please ask the clients to cancel and re-book.</span> | ||
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">This feature is not compatible with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Approve_Bookings_custom_feature|Approve Bookings]]</span> custom feature;</span> | *<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">This feature is not compatible with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Approve_Bookings_custom_feature|Approve Bookings]]</span> custom feature;</span> | ||
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It is not possible to reschedule recurring and group batch appointments;</span> | *<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It is not possible to reschedule recurring and group batch appointments;</span> | ||
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Coupons_and_Gift_Cards_custom_feature|gift card, coupon]]</span> | *<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Coupons_and_Gift_Cards_custom_feature|gift card, coupon]]</span> or <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Membership_custom_feature|membership]]</span> were applied during initial booking process it is not possible to reschedule by client;</span> | ||
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Some <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[How_to_change_the_way_time_slots_are_shown| | *<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Some <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/How_to_change_the_way_time_slots_are_shown|calendar layouts]]</span> change on rescheduling page (''flexible provider'' becomes ''flexible''; ''modern provider'' becomes ''modern''; ''weekly classes'' becomes ''slots weekly''; ''daily classes'' is replaced by ''modern'').</span> | ||
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;How to use | ;How to use | ||
:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client Rescheduling</span> on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page. | :1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client Rescheduling</span> on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page. | ||
[[File: | [[File:Client rescheduling path redesigned.png|1200px|center|border|link=https://help.simplybook.me/images/0/0e/Client_rescheduling_path_redesigned.png]] | ||
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:2. Select the preferred <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">rescheduling restriction period</span> in its settings. | :2. Select the preferred <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">rescheduling restriction period</span> in its settings. | ||
[[File: | [[File:Client rescheduling settings redesigned2.png|1200px |border|center|link=https://help.simplybook.me/images/9/97/Client_rescheduling_settings_redesigned2.png]] | ||
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:3. (optional) Add <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[reschedule_link]</span> variable to client notifications in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email and SMS Settings</span>(or <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Flexible_Notifications_custom_feature|Flexible Notifications]]</span> settings if you have custom templates per service/provider). | :3. (optional) Add <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[reschedule_link]</span> variable to client notifications in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email and SMS Settings</span>(or <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Flexible_Notifications_custom_feature|Flexible Notifications]]</span> settings if you have custom templates per service/provider). | ||
[[File: | [[File:Add rescheduling link to notifications redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/0/0a/Add_rescheduling_link_to_notifications_redesigned.png]] | ||
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:4. As the result the clients will be able to use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reschedule</span> button on the booking site <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">My Bookings</span> page or using the link from email notifications. | :4. As the result the clients will be able to use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reschedule</span> button on the booking site <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">My Bookings</span> page or using the link from email notifications. | ||
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