SimplyBook.me

Adding services, providers and availability(new interface): Difference between revisions

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{{#seo:
{{#seo:
|title=Adding services, providers and availability - SimplyBook.me
|title=Adding services, providers and availability - SimplyBook.me
|description=Add services and set availability in the updated interface. Manage providers with ease. Learn more here!
|titlemode=append
|titlemode=append
|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, setup, setup help, support, help content, add service, add services, create services, add providers, create provider, copy service, copy provider, add events, setup services, setup providers
|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, setup, setup help, support, help content, add service, add services, create services, add providers, create provider, copy service, copy provider, add events, setup services, setup providers
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:'''See video tutorial on adding services and service providers [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=JZ6RaaIN2J8&feature=youtu.be]]'''
:'''See video tutorial on adding services and service providers  
<p><youtube>https://youtu.be/JZ6RaaIN2J8?si=Bx9lCVCVSKnO_tBe</youtube></p>
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==Adding services==
==Adding services==
:Video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=rEwLLnFsM2A&feature=youtu.be]]
 
===How to create a service===
===How to create a service===
In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> button.
In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> button.
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<nomobile>[[File:Create new service.png | center]]</nomobile>
[[File:Create new service redesigned.png|1200px | center|link=https://help.simplybook.me/images/2/2d/Create_new_service_redesigned.png]]
<mobileonly>[[File:M add new service.png | center]]</mobileonly>
 
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On <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">the right-side</span> of the page insert the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">name</span> of your service and add service <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">description.</span> <br>It is possible to use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#HTML_Description_Field_for_Events | HTML formatting for service description]]</span> to change the font, its color, etc.<br>You can also <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">upload picture</span> of a service, and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">activate prices</span> to <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments | accept payments on-line]].</span>
On <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">the right-side</span> of the page insert the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">name</span> of your service and add service <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">description.</span> <br>It is possible to use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#HTML_Description_Field_for_Events | HTML formatting for service description]]</span> to change the font, its color, etc.<br>You can also <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">upload picture</span> of a service, and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">activate prices</span> to <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments | accept payments on-line]].</span>
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<nomobile>[[File:Add service details.png | center]]</nomobile>
[[File:Service creation form redesigned.png|1200px | center|link=https://help.simplybook.me/images/9/9d/Service_creation_form_redesigned.png]]
<mobileonly>[[File:M add service details.png | center]]</mobileonly>
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===How to clone a service===
===How to clone a service===
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Cloning option will definitely help you.<br>
Cloning option will definitely help you.<br>
Please <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">select the service</span> you would like to make the copy of.
Please <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">select the service</span> you would like to make the copy of.
[[File:Select the service.png | center]]
[[File:Click to select service redesigned.png|1200px | center|link=https://help.simplybook.me/images/c/c8/Click_to_select_service_redesigned.png]]
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Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clone</span> button in the top right corner, confirm the copying of the settings.
Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clone</span> button in the top right corner, confirm the copying of the settings.
[[File:Service clone button.png | center]]
[[File:Clone service path redesigned.png|1200px| center|link=https://help.simplybook.me/images/2/20/Clone_service_path_redesigned.png]]
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The following service settings will be copied:
The following service settings will be copied:
*service name
*service name
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As the result, one more service will be added with <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clone</span> added to its name so that you will be able to easily see which services are the copies.<br>
As the result, one more service will be added with <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clone</span> added to its name so that you will be able to easily see which services are the copies.<br>
(You can edit these services names to adjust them to your needs in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Details</span> tab for the corresponding service)
(You can edit these services names to adjust them to your needs in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Details</span> tab for the corresponding service)
[[File:Service clone result.png | center]]
[[File:Cloned service name redesigned.png|1200px | center|link=https://help.simplybook.me/images/3/31/Cloned_service_name_redesigned.png]]
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===How to set service duration===
===How to set service duration===
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<br><br>
In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> after the service selection on the right-side of the page choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Time details</span> tab to set duration for your service.
In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> after the service selection on the right-side of the page choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Time details</span> tab to set duration for your service.
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<nomobile>[[File:Time details path.png | center]]</nomobile>
[[File:Service time details path redesigned.png|1200px| center|link=https://help.simplybook.me/images/d/d8/Service_time_details_path_redesigned.png]]
<mobileonly>[[File:M add service time details.png | center]]</mobileonly>
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It is also possible to set service as <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Recurring_services(packs) | recurring]]</span> here.
It is also possible to set service as <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Recurring_services(packs) | recurring]]</span> here.
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<nomobile>[[File:Make service recurring.png | center]]</nomobile>
[[File:Recurring settings block redesigned.png|1200px | center|link=https://help.simplybook.me/images/c/cc/Recurring_settings_block_redesigned.png]]
<mobileonly>[[File:M make service recurring.png | center]]</mobileonly>
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As well you can set fixed starting times for your service. Please check more about Appointment at Fixed Time Custom Feature <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Appointment_at_Fixed_Time | here]].</span>
As well you can set fixed starting times for your service. Please check more about Appointment at Fixed Time Custom Feature <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Appointment_at_Fixed_Time | here]].</span>
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===How to set specific schedule for service===
===How to set specific schedule for service===
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Or click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Show advanced settings</span> if using the slots view is more convenient for you.
Or click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Show advanced settings</span> if using the slots view is more convenient for you.
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<nomobile>[[File: Edit service schedule.png | center]] </nomobile>
[[File:Service schedule path redesigned.png|1200px | center|link=https://help.simplybook.me/images/e/ec/Service_schedule_path_redesigned.png]]
<mobileonly>[[File:M set service schedule.png | center]]</mobileonly>
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If the service has the same schedule as company you do not need to change anything there, it will be applied automatically.<br>
If the service has the same schedule as company you do not need to change anything there, it will be applied automatically.<br>
You will be able to check it on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Advanced schedule</span> page.
You will be able to check it on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Advanced schedule</span> page.
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<nomobile>[[File:Services - company schedule.png | center]]</nomobile>
[[File:Company schedule used redesigned.png|1200px | center|link=https://help.simplybook.me/images/5/5d/Company_schedule_used_redesigned.png]]
<mobileonly>[[File:M service advanced schedule- company default.png | center]]</mobileonly>
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If you need to set some exceptions in service schedule for holidays or other needs please choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Special days</span> tab there and set times for the desired dates.
If you need to set some exceptions in service schedule for holidays or other needs please choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Special days</span> tab there and set times for the desired dates.
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<nomobile>[[File: Service special days.png | center]]</nomobile>
[[File:Service schedule sepcial days tab redesigned.png|1200px| center|link=https://help.simplybook.me/images/5/55/Service_schedule_sepcial_days_tab_redesigned.png]]
<mobileonly>[[File:M service special dayschedule.png | center]]</mobileonly>
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===How to set 24/7 or after 00.00 services===
===How to set 24/7 or after 00.00 services===
If your services will cross midnight, after you set up your availability make sure to set <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow service to extend over closing hours</span> to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Yes</span> in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Configuration.</span>
If your services will cross midnight, after you set up your availability make sure to set <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow service to extend over closing hours</span> to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Yes</span> in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Main configuration.</span>
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<div style= "padding: 40px 30px; border-radius:20px; width: fit-content; width:-moz-max-content; background: #f1f6ff">'''''You may also need:'''''
<div style= "padding: 40px 30px; border-radius:20px; width: fit-content; width:-moz-max-content; background: #f1f6ff">'''''You may also need:'''''
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*[[Book_Soon_Notification_System_custom_feature|Add reminders to book again]]</div>
*[[Book_Soon_Notification_System_custom_feature|Add reminders to book again]]</div>
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==Adding Providers==
==Adding Providers==
:Video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=rEwLLnFsM2A&feature=youtu.be]]
 
===How to add a provider===
===How to add a provider===
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In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Providers</span> press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> button.
In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Providers</span> press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> button.
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<nomobile>[[File: Create new provider.png | center]]</nomobile>
[[File:Add new provider path redesigned.png|1200px | center|link=https://help.simplybook.me/images/2/2f/Add_new_provider_path_redesigned.png]]
<mobileonly>[[File:M create new provider.png | center]]</mobileonly>
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On <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">the right side</span> of the page insert the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">name</span> of your service provider, set <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">number of clients</span> he/she can serve at a time and write service provider <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">description.</span><br>You can also upload <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">picture</span> and set his/her <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">phone number and email address</span> if necessary. <br>Save settings.<br>
On <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">the right side</span> of the page insert the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">name</span> of your service provider, set <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">number of clients</span> he/she can serve at a time and write service provider <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">description.</span><br>You can also upload <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">picture</span> and set his/her <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">phone number and email address</span> if necessary. <br>Save settings.<br>
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Phone number should be added in international format for SMS notifications to be sent correctly.</span>
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Phone number should be added in international format for SMS notifications to be sent correctly.</span>
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<nomobile>[[File: Add provider description new.png | center]]</nomobile>
[[File:Service provider details redesigned.png|1200px | center|link=https://help.simplybook.me/images/2/22/Service_provider_details_redesigned.png]]
<mobileonly>[[File:M add provider description.png | center]]</mobileonly>
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===How to clone a provider===
===How to clone a provider===
<br><br>
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Cloning option will definitely help you.<br>
Cloning option will definitely help you.<br>
Please <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">select the provider</span> you would like to make the copy of.
Please <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">select the provider</span> you would like to make the copy of.
[[File:Select provider.png | center]]
[[File:Click on provider to select redesigned.png|1200px | center|link=https://help.simplybook.me/images/7/7f/Click_on_provider_to_select_redesigned.png]]
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<br><br>
Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clone</span> button in the top right corner, confirm the copying of the settings.
Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clone</span> button in the top right corner, confirm the copying of the settings.
[[File:Provider clone button.png | center]]
[[File:Provder clone path redesigned.png|1200px | center|link=https://help.simplybook.me/images/c/c9/Provder_clone_path_redesigned.png]]
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The following provider settings will be copied:
The following provider settings will be copied:
*provider name
*provider name
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As the result, one more provider will be added with <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clone</span> added to its name so that you will be able to easily see which providers are the copies.<br>
As the result, one more provider will be added with <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clone</span> added to its name so that you will be able to easily see which providers are the copies.<br>
(You can edit these providers names to adjust them to your needs in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service provider details</span> tab for the corresponding provider)
(You can edit these providers names to adjust them to your needs in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service provider details</span> tab for the corresponding provider)
[[File:Provider clone result.png | center]]
[[File:Clone in provider name redesigned.png|1200px | center|link=https://help.simplybook.me/images/1/1f/Clone_in_provider_name_redesigned.png]]
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===How to attach services to provider===
===How to attach services to provider===
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<br><br>
In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Providers</span> -> select the provider -> switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services, attached to this service provider</span> tab and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">check the boxes</span> with services this provider will perform. <br>Save settings.
In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Providers</span> -> select the provider -> switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services, attached to this service provider</span> tab and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">check the boxes</span> with services this provider will perform. <br>Save settings.
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<nomobile>[[File: Attach provider to services.png | center]]</nomobile>
[[File:Provider edit attached services redesigned.png|1200px | center|link=https://help.simplybook.me/images/2/23/Provider_edit_attached_services_redesigned.png]]
<mobileonly>[[File:M attach services to provider.png | center]]</mobileonly>
 
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===How to set schedule for provider===
===How to set schedule for provider===
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<br><br>
You can set regular schedule for providers in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Providers</span>, choose necessary provider on the left and switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service provider schedule</span> tab. <br>For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by moving the sliders to desired positions(bright blue line will mean available time). <br>To make day of the week working/off use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">the switchers</span> near days' names.
You can set regular schedule for providers in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Providers</span>, choose necessary provider on the left and switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service provider schedule</span> tab. <br>For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by moving the sliders to desired positions(bright blue line will mean available time). <br>To make day of the week working/off use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">the switchers</span> near days' names.
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<nomobile>[[File: Provider schedule v3.png | center]]</nomobile>
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<mobileonly>[[File:M set provider schedule.png | center]]</mobileonly>
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[[File:Service provider schedule path in-tab redesigned.png|1200px | center|link=https://help.simplybook.me/images/6/69/Service_provider_schedule_path_in-tab_redesigned.png]]
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[[File:Provider schedule details.png | center]]
[[File:Provider schedule details.png | center]]
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You can set schedule for some specific date for provider in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Providers</span>, choose necessary provider on the left and switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service provider schedule</span> tab, choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Show advanced settings</span> option and then <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Special days</span> tab. <br>For example, if you work differently on certain date or have day off, you can click on the date and set schedule by clicking on the corresponding slots to make them available (bright blue)/not available (light blue).
You can set schedule for some specific date for provider in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Providers</span>, choose necessary provider on the left and switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service provider schedule</span> tab, choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Show advanced settings</span> option and then <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Special days</span> tab. <br>For example, if you work differently on certain date or have day off, you can click on the date and set schedule by clicking on the corresponding slots to make them available (bright blue)/not available (light blue).
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<nomobile>[[File:Provider special days v3.png | center]]</nomobile>
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<mobileonly>[[File:M provider special days.png | center]]</mobileonly>
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[[File:Provider special days path.png|1200px | center|link=https://help.simplybook.me/images/a/a1/Provider_special_days_path.png]]
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To make some date working/off-day, click on the date and use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Is working day?</span> switcher near the schedule that appears in pop-up.<br>
To make some date working/off-day, click on the date and use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Is working day?</span> switcher near the schedule that appears in pop-up.<br>
<nomobile>[[File: Special day editing.png | center]]</nomobile>
[[File:Is working day popup redesigned.png|800px | center|link=https://help.simplybook.me/images/8/8e/Is_working_day_popup_redesigned.png]]
<mobileonly>[[File:M provider add special day.png | center]]</mobileonly>
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If you need to remove special day settings for some date, click on the date and press the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">clear special day</span> button.
If you need to remove special day settings for some date, click on the date and press the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">clear special day</span> button.
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<nomobile>[[File: Clear special day.png | center]]</nomobile>
[[File:Clear special day redesigned.png|800px | center|link=https://help.simplybook.me/images/c/c7/Clear_special_day_redesigned.png]]
<mobileonly>[[File:M provider clear special day.png | center]]</mobileonly>
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<div style= "padding: 40px 30px; border-radius:20px; width: fit-content; width:-moz-max-content; background: #f1f6ff">'''''You may also need:'''''
<div style= "padding: 40px 30px; border-radius:20px; width: fit-content; width:-moz-max-content; background: #f1f6ff">'''''You may also need:'''''
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*[[Book_Soon_Notification_System_custom_feature|Add reminders to book again]]</div>
*[[Book_Soon_Notification_System_custom_feature|Add reminders to book again]]</div>
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