Difference between revisions of "Help Center"

From SimplyBook.me
 
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{{#seo:
 
{{#seo:
 
|title=Frequently Asked Questions about the Popular Appointment Booking System Scheduler SimplyBook.me
 
|title=Frequently Asked Questions about the Popular Appointment Booking System Scheduler SimplyBook.me
 
|titlemode=append
 
|titlemode=append
|keywords=faq, frequently asked questions, booking software, appointment system questions,appointments online, calendar software, booking system
+
|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
 
}}
 
}}
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<translate>
 +
<!--T:1-->
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<nomobile>
 +
<br/>
 +
{|
 +
|- style="height:280px; vertical-align:top;"
 +
| style="width:33%;" |
 +
<div class="getting-started">
 +
<span style="font-size:x-large;">[[Special:MyLanguage/Getting started|Getting started]]</span></div>
 +
*<div class="article">[https://www.youtube.com/watch?v=TdvpW6XiuW8| SimplyBook.me at a Glance]</div>
 +
*<div class="article">[https://simplybook.me/en/booking-system-features Our features]</div>
 +
*<div class="article">[https://www.youtube.com/watch?v=Wm_1dRAZgZo Cluster Solution]</div>
 +
*<div class="article">[[Special:MyLanguage/Brief overview of the system|Brief overview of the system]]</div>
 +
*<div class="article">[[Special:MyLanguage/Adding_services,_providers_and_availability(new_interface) | Adding services and providers]]</div>
 +
*<div class="article">[[Special:MyLanguage/How to manage bookings|How to manage bookings]]</div>
 +
*<div class="article">[[Special:MyLanguage/Custom_Features | Selecting Custom Features]]</div>
 +
*<div class="article">[[Special:MyLanguage/Adjusting notifications|Adjusting notifications]]</div>
 +
*<div class="article">[[Special:MyLanguage/Adding other users to the system|Adding other users to the system]]</div>
 +
*<div class="article">[[Special:MyLanguage/Importing the list of clients|Importing the list of clients]]</div>
 +
*<div class="article">[[Special:MyLanguage/Login and password|Login and password]]</div>
 +
*<div class="article">[https://www.youtube.com/watch?v=64Mf8Ve4LYM How SimplyBook.me security works]</div>
 +
*<div class="article">[[Special:MyLanguage/How to delete account|How to delete account]]</div>
 +
*<div class="article">[[How to Cancel SimplyBook.me subscription|How to cancel subscription]]</div>
 +
*<div class="article">[[Special:MyLanguage/How_to_unblock_account| How to unblock the account]]</div>
 +
<br>
 +
|style="width:33%;" |
 +
<div class="booking-website">
 +
<span style="font-size:x-large;">[[Special:MyLanguage/Booking website|Booking website]]</span></div>
 +
*<div class="article">[[Special:MyLanguage/Time slots are not showing up|Time slots are not showing up]]</div>
 +
*<div class="article">[[Special:MyLanguage/Where to change my info|Where to change my info]]</div>
 +
*<div class="article">[[Special:MyLanguage/Adjust_your_terminology/language | Adjusting your language]]</div>
 +
*<div class="article">[[Special:MyLanguage/Design |Adjusting Design & Calendar layouts]]</div>
 +
*<div class="article">[[Special:MyLanguage/Client_mobile_app |Client Mobile Application]]</div>
 +
*<div class="article">[[Special:MyLanguage/Remove Elements from booking page|Remove Elements from booking page]]</div>
 +
*<div class="article">[[Special:MyLanguage/Add elements to booking page|Add elements to booking page]]</div>
 +
*<div class="article">[[Special:MyLanguage/Custom_Features#Intake_Forms| Ask additional questions on the Details Step]]</div>
 +
*<div class="article">[[Special:MyLanguage/First_and_Last_Names| Ask for First and Last Name in separate fields]]
 +
*<div class="article">[[Special:MyLanguage/Categories and Locations|Categories and Locations]]</div>
 +
*<div class="article">[[Special:MyLanguage/Custom_Features#Accept_Payments| Accepting Payments]]</div>
 +
*<div class="article">[[Special:MyLanguage/Adjusting_client_invoices|Adjusting client invoices]]</div>
 +
| style="width:33%;" |
 +
<div class="time-settings">
 +
<span style="font-size:x-large;">[[Special:MyLanguage/Time settings|Time settings]]</span></div>
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*<div class="article">[[Special:MyLanguage/How_to_set_my_availability| How to set my availability]]</div>
 +
*<div class="article">[[Special:MyLanguage/Time and date settings|Time and date settings]]</div>
 +
*<div class="article">[[Special:MyLanguage/I_have_clients_in_different_time_zones | Time Zones]]</div>
 +
*<div class="article">[[Special:MyLanguage/Break times|Break times]]</div>
 +
*<div class="article">[[Special:MyLanguage/Need_to_change_interval_(timeframe)| Change interval]]</div>
 +
*<div class="article">[[Special:MyLanguage/Events (services on particular dates)|Events (services on particular dates)]]</div>
 +
*<div class="article">[[Special:MyLanguage/Recurring_services(packs)| Recurring services (packs)]]</div>
 +
*<div class="article">[[Special:MyLanguage/Buffer time|Buffer time]]</div>
 +
*<div class="article">[[Special:MyLanguage/Book days|Book days]]</div>
  
[https://simplybook.me/#testimonials SimplyBook.me] is an advanced [https://simplybook.me/ online scheduling system] that allows you to create booking page for your clients and manage your reservations from admin interface. [https://simplybook.me/#testimonials Thousands of clients] all over the world have chosen our booking software to make their business easy and comfortable to use ([https://simplybook.me/#testimonials see our testimonials]).
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<!--T:2-->
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|- style="height:220px; vertical-align:top;"
 +
| style="width:33%;" |
 +
<div class="prices-and-purchases">
 +
<span style="font-size:x-large;">[[Special:MyLanguage/Prices and purchases|Prices and purchases]]</span></div>
 +
*<div class="article">[[Special:MyLanguage/My subscription and how to renew|My subscription and how to renew]]</div>
 +
*<div class="article">[[Special:MyLanguage/How_to_get_invoice | How to get invoice]]</div>
 +
*<div class="article">[[Special:MyLanguage/Important for Free accounts|Important for Free accounts]]</div>
 +
*<div class="article">[[Special:MyLanguage/SMS Pricing|SMS Pricing]]</div>
 +
*<div class="article">[[Special:MyLanguage/Additional_Bookings | Additional Bookings]]</div>
 +
*<div class="article">[[Special:MyLanguage/Link removal and custom domain | Link Removal and Custom Domain]]</div>
 +
*<div class="article">[[Special:MyLanguage/Upgrade_from_lower_to_higher_subscription_before_current_subscription_expired.| Upgrade from lower to higher subscription before current subscription expires]]</div>
  
[https://simplybook.me/#testimonials SimplyBook.me] provides clients with [https://simplybook.me/#features numerous features] adjusted to requirements of your business. Our core features include:
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<!--T:3-->
:- Creating booking page with real-time availability of services and staff
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| style="width:33%;" |
:- Insights and statistics about your bookings
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<div class="custom-features">
:- Ability to create multiple services, providers, categories and locations
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<span style="font-size:x-large;">[[Special:MyLanguage/Custom_Features |Custom Features]]</span></div>
:- Accepting payments online
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*<div class="article">[[Special:MyLanguage/Custom Features | The list of all Custom Features with instructions]]</div>
:- Viewing statistics about your reservations, cancellations, workload and revenues
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*<div class="article">[[Special:MyLanguage/How to enable custom feature | How to enable Custom Feature]]</div>
:- Sending email and sms notifications to clients and providers (staff)
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*<div class="article">[[Special:MyLanguage/Custom Features by category | Custom Features by Functionality Category]]</div>
:- Adjusting time zone settings if you have clients in different time zones
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*<div class="article">[[Special:MyLanguage/Popular_custom_features_by_business_category | TOP 10 Custom Features per Business Category]]</div>
:- Creating multiple users related to providers
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*<div class="article">[[Special:MyLanguage/Custom Features dependent on other Custom Features|Custom Features dependent on other Custom Features]]</div>
:- Creating individual schedules for staff
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*<div class="article">[[Special:MyLanguage/What Custom Features do not work with each other|What Custom Features do not work with each other]]</div>
:- Creating schedules for specific dates only
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| style="width:33%;" |
:- Creating events
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<div class="calendar-and-bookings">
: and much [https://simplybook.me/#features more]!
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<span style="font-size:x-large;">[[Special:MyLanguage/Calendar & Bookings|Calendar & Bookings]]</span></div>
 +
*<div class="article">[[Special:MyLanguage/How to manage bookings|How to manage bookings]]</div>
 +
*<div class="article">[[Special:MyLanguage/ Views_of_the_calendar| Provider/Service/Day/Week/Month views]]</div>
 +
*<div class="article">[[Special:MyLanguage/Calendar_Notes| Using notes & Blocking times]]</div>
 +
*<div class="article">[[Special:MyLanguage/Booking_reports| Booking reports]]</div>
 +
*<div class="article">[[Special:MyLanguage/Break times|Break times]]</div>
 +
*<div class="article">[[Special:MyLanguage/Adjusting notifications|Adjusting notifications]]</div>
 +
*<div class="article">[[Special:MyLanguage/Custom_Features#Calendar_Sync| Google/Outlook calendar synchronization]]</div>
 +
*<div class="article">[[Special:MyLanguage/How_to_add_Google_Meet_links_to_appointments| Google Meet online appointments]]</div>
 +
*<div class="article">[https://www.youtube.com/watch?v=W06A1SLDtAY How to use admin app]</div>
 +
<br>
 +
|- style="height:220px; vertical-align:top;"
 +
| style="width:33%;" |
 +
<div class="tips-for-business">
 +
<span style="font-size:x-large;">[[Special:MyLanguage/Tips for your business | Other]]</span></div>
 +
*<div class="article">[[Memberships vs Packages: Choosing the Right Custom Feature for Your Business]]</div>
 +
*<div class="article">[https://www.youtube.com/watch?v=wWY7y-bFevo How to use the SimplyBook.me Marketing Suite]</div>
 +
*<div class="article">[https://news.simplybook.me/booking-page-global-service-marketplace-powered-simplybook/ BooKing.Page marketplace]</div>
 +
*<div class="article">[https://www.youtube.com/watch?v=TlHJdfDlEjI| How to list your services on our marketplace]</div>
 +
*<div class="article">[https://youtu.be/o8RV15jw1-8| How to use the SimplyBook.me Marketing Suite]</div>
 +
*<div class="article">[[Special:MyLanguage/Statistics_%26_Analytics| Statistics Custom Features]]</div>
 +
*<div class="article">[[Special:MyLanguage/Business_enhancements| Business enhancement Custom Features]]</div>
 +
*<div class="article">[[Special:MyLanguage/Tips for specific businesses|Tips for specific businesses]]</div>
 +
*<div class="article">[[Special:MyLanguage/1_is_not_greater_than_2_(when_trying_to_change_number_of_clients_per_provider)| 1 is not greater than 2]]</div>
  
==Brief overview of the appointment [https://simplybook.me/ booking system] for beginners==
 
After you have registered your account with SimplyBook.me, the next step is to organize your working schedule, configure providers, services and plenty of other stuff. When you create an account, the system automatically creates 2 pages for you: ''admin interface'' and ''booking page''.
 
  
'''Admin interface''' is where you login and manage your bookings, settings, design etc. Clients have no access to that page. (Example: http://company.image.simplybook.me)
+
<!--T:4-->
 +
| style="width:33%;" |
 +
<div class="integration">
 +
<span style="font-size:x-large;">[[Special:MyLanguage/Integration|Integration]]</span></div>
 +
*<div class="article">[[Special:MyLanguage/SBPay.me | SBPay.me]]</span></div>
 +
*<div class="article">[[Special:MyLanguage/Widgets for your own website|Widgets for your own website]]</div>
 +
*<div class="article">[https://simplydemowidgets.mozello.com/ Widget examples]</div>
 +
*<div class="article">[[Special:MyLanguage/Bookings on Facebook |Bookings on Facebook and Instagram]]</div>
 +
*<div class="article">[[Special:MyLanguage/WordPress_integration | WordPress integration]]</div>
 +
*<div class="article">[[Special:MyLanguage/Bookings on Facebook | Facebook CTA button and widget]]</div>
 +
*<div class="article">[[Special:MyLanguage/Other Integrations|Other Integrations]]</div>
 +
*<div class="article">[[Special:MyLanguage/Own domain | Custom Domain]]</div>
 +
|style="width:33%;" |
 +
<div class="for-developers">
 +
<span style="font-size:x-large;">[[Special:MyLanguage/API| For developers]]</span></div>
 +
*<div class="article">[[Special:MyLanguage/API| API documentation]]</div>
 +
*<div class="article">[https://simplybook.me/api/explorer API Explorer]</div>
 +
*<div class="article">[https://simplybook.me/api/doc#getToken API tokens]</div>
 +
*<div class="article">[https://help.simplybook.me/index.php/User_API_guide API guide]</div>
 +
*<div class="article">[https://simplybook.me/en/api/developer-api/tab/rest_api REST API]</div>
 +
<br>
 +
<div class="video">
 +
<span style="font-size:x-large;">[[Special:MyLanguage/Video|Video]]</span></div>
 +
*<div class="article">[https://www.youtube.com/c/SimplyBookme-booking-system YouTube]</div>
 +
|}
 +
</nomobile>
 +
<mobileonly>
 +
{|
 +
<div class="column">
 +
<div class="getting-started">
 +
<span style="font-size:x-large;"> [[Special:MyLanguage/Getting started|Getting started]]</span></div>
 +
*<div class="article">[https://www.youtube.com/watch?v=TdvpW6XiuW8| SimplyBook.me at a Glance]</div>
 +
*<div class="article">[https://simplybook.me/en/booking-system-features Our features]</div>
 +
*<div class="article">[https://www.youtube.com/watch?v=Wm_1dRAZgZo Cluster Solution]</div>
 +
*<div class="article">[[Special:MyLanguage/Brief overview of the system|Brief overview of the system]]</div>
 +
*<div class="article">[[Special:MyLanguage/Adding_services,_providers_and_availability(new_interface) | Adding services and providers]]</div>
 +
*<div class="article">[[Special:MyLanguage/How to manage bookings|How to manage bookings]]</div>
 +
*<div class="article">[[Special:MyLanguage/Custom_Features | Selecting Custom Features]]</div>
 +
*<div class="article">[[Special:MyLanguage/Adjusting notifications|Adjusting notifications]]</div>
 +
*<div class="article">[[Special:MyLanguage/Adding other users to the system|Adding other users to the system]]</div>
 +
*<div class="article">[[Special:MyLanguage/Importing the list of clients|Importing the list of clients]]</div>
 +
*<div class="article">[[Special:MyLanguage/Login and password|Login and password]]</div>
 +
*<div class="article">[https://www.youtube.com/watch?v=64Mf8Ve4LYM How SimplyBook.me security works]</div>
 +
*<div class="article">[[Special:MyLanguage/How to delete account|How to delete account]]</div>
 +
*<div class="article">[[How to Cancel SimplyBook.me subscription|How to cancel subscription]]</div>
 +
*<div class="article">[[Special:MyLanguage/How_to_unblock_account| How to unblock the account]]</div></div>
 +
<div class="column">
 +
<div class="booking-website">
 +
<span style="font-size:x-large;">[[Special:MyLanguage/Booking website|Booking website]]</span></div>
 +
*<div class="article">[[Special:MyLanguage/Time slots are not showing up|Time slots are not showing up]]</div>
 +
*<div class="article">[[Special:MyLanguage/Where to change my info|Where to change my info]]</div>
 +
*<div class="article">[[Special:MyLanguage/Adjust_your_terminology/language | Adjusting your language]]</div>
 +
*<div class="article">[[Special:MyLanguage/Design |Adjusting Design & Calendar layouts]]</div>
 +
*<div class="article">[[Special:MyLanguage/Client_mobile_app |Client Mobile Application]]</div>
 +
*<div class="article">[[Special:MyLanguage/Remove Elements from booking page|Remove Elements from booking page]]</div>
 +
*<div class="article">[[Special:MyLanguage/Add elements to booking page|Add elements to booking page]]</div>
 +
*<div class="article">[[Special:MyLanguage/Custom_Features#Intake_Forms| Ask additional questions on the Details Step]]</div>
 +
*<div class="article">[[Special:MyLanguage/First_and_Last_Names| Ask for First and Last Name in separate fields]]
 +
*<div class="article">[[Special:MyLanguage/Categories and Locations|Categories and Locations]]</div>
 +
*<div class="article">[[Special:MyLanguage/Custom_Features#Accept_Payments| Accepting Payments]]</div>
 +
*<div class="article">[[Special:MyLanguage/Adjusting_client_invoices|Adjusting client invoices]]</div></div>
 +
<div class="column">
 +
<div class="time-settings">
 +
<span style="font-size:x-large;">[[Special:MyLanguage/Time settings|Time settings]]</span></div>
 +
*<div class="article">[[Special:MyLanguage/How_to_set_my_availability| How to set my availability]]</div>
 +
*<div class="article">[[Special:MyLanguage/Time and date settings|Time and date settings]]</div>
 +
*<div class="article">[[Special:MyLanguage/I_have_clients_in_different_time_zones | Time Zones]]</div>
 +
*<div class="article">[[Special:MyLanguage/Break times|Break times]]</div>
 +
*<div class="article">[[Special:MyLanguage/Need_to_change_interval_(timeframe)| Change interval]]</div>
 +
*<div class="article">[[Special:MyLanguage/Events (services on particular dates)|Events (services on particular dates)]]</div>
 +
*<div class="article">[[Special:MyLanguage/Recurring_services(packs)| Recurring services (packs)]]</div>
 +
*<div class="article">[[Special:MyLanguage/Buffer time|Buffer time]]</div>
 +
*<div class="article">[[Special:MyLanguage/Book days|Book days]]</div></div>
 +
<div class="column">
 +
<div class="prices-and-purchases">
 +
<span style="font-size:x-large;">[[Special:MyLanguage/Prices and purchases|Prices and purchases]]</span></div>
 +
*<div class="article">[[Special:MyLanguage/My subscription and how to renew|My subscription and how to renew]]</div>
 +
*<div class="article">[[Special:MyLanguage/How_to_get_invoice | How to get invoice]]</div>
 +
*<div class="article">[[Special:MyLanguage/Important for Free accounts|Important for Free accounts]]</div>
 +
*<div class="article">[[Special:MyLanguage/SMS Pricing|SMS Pricing]]</div>
 +
*<div class="article">[[Special:MyLanguage/Additional_Bookings | Additional Bookings]]</div>
 +
*<div class="article">[[Special:MyLanguage/Link removal and custom domain | Link Removal and Custom Domain]]</div>
 +
*<div class="article">[[Special:MyLanguage/Upgrade_from_lower_to_higher_subscription_before_current_subscription_expired.| Upgrade from lower to higher subscription before current subscription expires]]</div></div>
 +
<div class="column">
 +
<div class="custom-features">
 +
<span style="font-size:x-large;">[[Special:MyLanguage/Custom_Features |Custom Features]]</span></div>
 +
*<div class="article">[[Special:MyLanguage/Custom Features | The list of all Custom Features with instructions]]</div>
 +
*<div class="article">[[Special:MyLanguage/How to enable custom feature | How to enable Custom Feature]]</div>
 +
*<div class="article">[[Special:MyLanguage/Custom Features by category | Custom Features by Functionality Category]]</div>
 +
*<div class="article">[[Special:MyLanguage/Popular_custom_features_by_business_category | TOP 10 Custom Features per Business Category]]</div>
 +
*<div class="article">[[Special:MyLanguage/Custom Features dependent on other Custom Features|Custom Features dependent on other Custom Features]]</div>
 +
*<div class="article">[[Special:MyLanguage/What Custom Features do not work with each other|What Custom Features do not work with each other]]</div></div>
 +
<div class="column">
 +
<div class="calendar-and-bookings">
 +
<span style="font-size:x-large;">[[Special:MyLanguage/Calendar & Bookings|Calendar & Bookings]]</span></div>
 +
*<div class="article">[[Special:MyLanguage/How to manage bookings|How to manage bookings]]</div>
 +
*<div class="article">[[Special:MyLanguage/ Views_of_the_calendar| Provider/Service/Day/Week/Month views]]</div>
 +
*<div class="article">[[Special:MyLanguage/Calendar_Notes| Using notes & Blocking times]]</div>
 +
*<div class="article">[[Special:MyLanguage/Booking_reports| Booking reports]]</div>
 +
*<div class="article">[[Special:MyLanguage/Break times|Break times]]</div>
 +
*<div class="article">[[Special:MyLanguage/Adjusting notifications|Adjusting notifications]]</div>
 +
*<div class="article">[[Special:MyLanguage/Custom_Features#Calendar_Sync| Google/Outlook calendar synchronization]]</div>
 +
*<div class="article">[[Special:MyLanguage/How_to_add_Google_Meet_links_to_appointments| Google Meet online appointments]]</div>
 +
*<div class="article">[https://www.youtube.com/watch?v=W06A1SLDtAY How to use admin app]</div>
 +
<div class="column">
 +
<div class="tips-for-business">
 +
<span style="font-size:x-large;">[[Special:MyLanguage/Tips for your business | Other]]</span></div>
 +
*<div class="article">[[Memberships vs Packages: Choosing the Right Custom Feature for Your Business]]</div>
 +
*<div class="article">[https://www.youtube.com/watch?v=wWY7y-bFevo How to use the SimplyBook.me Marketing Suite]</div>
 +
*<div class="article">[https://news.simplybook.me/booking-page-global-service-marketplace-powered-simplybook/ BooKing.Page marketplace]</div>
 +
*<div class="article">[https://www.youtube.com/watch?v=TlHJdfDlEjI| How to list your services on our marketplace]</div>
 +
*<div class="article">[https://youtu.be/o8RV15jw1-8| How to use the SimplyBook.me Marketing Suite]</div>
 +
*<div class="article">[[Special:MyLanguage/Statistics_%26_Analytics| Statistics Custom Features]]</div>
 +
*<div class="article">[[Special:MyLanguage/Business_enhancements| Business enhancement Custom Features]]</div>
 +
*<div class="article">[[Special:MyLanguage/Tips for specific businesses|Tips for specific businesses]]</div>
 +
*<div class="article">[[Special:MyLanguage/1_is_not_greater_than_2_(when_trying_to_change_number_of_clients_per_provider)| 1 is not greater than 2]]</div></div>
 +
<div class="column">
 +
<div class="integration">
 +
<span style="font-size:x-large;">[[Special:MyLanguage/Integration|Integration]]</span></div>
 +
*<div class="article">[[Special:MyLanguage/SBPay.me | SBPay.me]]</span></div>
 +
*<div class="article">[[Special:MyLanguage/Widgets for your own website|Widgets for your own website]]</div>
 +
*<div class="article">[https://simplydemowidgets.mozello.com/ Widget examples]</div>
 +
*<div class="article">[[Special:MyLanguage/Bookings on Facebook |Bookings on Facebook and Instagram]]</div>
 +
*<div class="article">[[Special:MyLanguage/WordPress_integration | WordPress integration]]</div>
 +
*<div class="article">[[Special:MyLanguage/Bookings on Facebook | Facebook CTA button, widget and booking bot integrations]]</div>
 +
*<div class="article">[[Special:MyLanguage/Other Integrations|Other Integrations]]</div>
 +
*<div class="article">[[Special:MyLanguage/Own domain | Custom Domain]]</div></div>
 +
<div class="column">
 +
<div class="for-developers">
 +
<span style="font-size:x-large;">[[Special:MyLanguage/API| For developers]]</span></div>
 +
*<div class="article">[[Special:MyLanguage/API| API documentation]]</div>
 +
*<div class="article">[https://simplybook.me/api/explorer API Explorer]</div>
 +
*<div class="article">[https://simplybook.me/api/doc#getToken API tokens]</div>
 +
*<div class="article">[https://help.simplybook.me/index.php/User_API_guide API guide]</div>
 +
*<div class="article">[https://simplybook.me/en/api/developer-api/tab/rest_api REST API]</div></div>
 +
<div class="column">
 +
<div class="video">
 +
<span style="font-size:x-large;">[[Special:MyLanguage/Video|Video]]</span></div>
 +
*<div class="article">[https://www.youtube.com/c/SimplyBookme-booking-system YouTube]</div>
 +
*<div class="article">[https://vimeo.com/simplybook Vimeo]</div></div>
 +
|}
 +
</mobileonly>
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</translate>
  
'''Booking Page''' is the interface for your clients. There, they can book your services and leave contact info. You can always access your booking page by clicking "My booking site" button in the upper right corner of your admin page. You will be transferred to the booking page and you can also send the url to your clients so that they can easily find your company. (Example: http://image.simplybook.me )
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<!-----<div style="text-align: center;"><span style="background-color:#cdeffc; padding:5px; border-radius:5px;">Do you have a feature request or vote for some functionality?</span><br>
 
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<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">We welcome your feedback <span style="background-color:#e7e3f9; padding:5px; border-radius:5px;">[https://simplybook-voting.savio.io here].</span></span></div>
=Layout and menu=
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:1. '''Upper bar'''. ''Three-line button'' shows/hides the full menu on the left. ''Latest news'' are marked as green notifications. ''Messages'' are marked with red and ''notifications'' in yellow.
 
:2. The first tab you see is '''Dashboard'''. It contains statistics about your performance, your current subscription package, bookings, performers, clients activity, reviews, news and other data useful to check regularly and pay attention to. By analyzing the information you can make inferences about your business and figure out what can be done to improve it. If you need to know more about each section, just press the "i" sign.
 
:3. '''Calendar''' is a section where you can manage (add,edit and delete) your bookings and quickly add break times.
 
:4. '''Manage''' tab contains 4 sections:
 
::''Services'' - add, delete and edit services + [[Settings#How_to_create_an_event.3F|create events]]
 
::''Providers'' - add, delete and edit providers
 
::''Clients'' - add, edit and delete clients
 
::''Users'' - add, edit and delete users.
 
:5. In the '''Time Settings''' you have the following sections:
 
::''Company Opening hours'' - regular schedule for your company on a weekly basis
 
::''Company Special days'' - here you can set up specific schedule or days off for your company, for example like national holidays.
 
::''Service provider schedule'' - individual regular schedule for each of your staff members (if you have only 1 provider, his/her working time is the same as company's opening hours)
 
::''Provider Special days'' - specific schedule for each of your staff, here you would for example enter as specific days when relevant staff takes his/her holiday (if you have only 1 provider (staff), his/her working time is the same as company's special days)
 
:6. '''Reviews'''. Here you can see the reviews from your clients.
 
:7. '''Promotions'''. To use this tab, you need to enable [[Plugins#Simply_Smart_Promotions|Simply Smart Promotions]] plugin in the plugin section and then you can use promotions to enhance your business.
 
:8. '''Plugins'''. Plugins are used to enhance the system and customize it in line with your needs. Please see the list of all [[Plugins|Plugins and their function here]].
 
:9. '''Settings'''. You can discover more about different types of settings by pressing the "i" signs  above and to the right of each setting. the See all [[Settings|questions related to settings here]].
 
:10. '''Prices'''.
 
::''Subscriptions''. Here you can view different tariffs and purchase subscriptions.
 
::''Additional items''. Here you can purchase SMS credits, additional bookings and plugins.
 
::''Affiliates''. [http://blog.simplybook.me/tell-others-and-get-rewarded Referral program].
 
 
 
==[[Settings]]==
 
[[File:Settings_normal.png  ‎|left]]
 
 
 
This page contains questions related to the settings of the system. For example:
 
 
 
[[Settings#Date.2F_time.2F_time_zone_settings|Date and time settings]],
 
[[Settings#Email_and_SMS_settings|Email and SMS settings]],
 
[[Settings#Custom_translations|Custom translations]],
 
[[Settings#System_users|System users]],
 
[[Settings#Clients|Clients]],
 
[[Settings#Company_information|Company information]],
 
[[Settings#Services|Services]],
 
[[Settings#Service_providers|Service providers]],
 
[[Settings#Design|Design]],
 
[[Settings#Accept_bookings_through_different_ways|Widgets]]
 
and [[Settings|more]].
 
 
 
==[[Plugins]]==
 
[[File:Rsz_plugin_icon.jpg| left]]
 
 
 
With the help of additional functionalities presented in a form of plugins you can:
 
: [[Plugins#Additional_fields|Create specific intake forms for your clients by adding additional fields]]
 
: [[Plugins#Accept_payments|Accept payments online]]
 
: [[Plugins#Any_Employee_selector| Auto allocating available service provider for service]]
 
: [[Plugins#API|Access API]]
 
: [[Plugins#Approve_booking|Approve bookings manually]]
 
: [[Plugins#Book_Soon_notification_system|Remind your customers to book your services soon]]
 
: [[Plugins#Clean_history_plugin|Delete unnecessary booking data from the past]]
 
: [[Plugins#Custom_CSS|Design your booking page with additional CSS functionality]]
 
: [[Plugins#Daily_report|Receive full info about your bookings every day]]
 
: [[Plugins#Facebook_client_info|Simplify booking process by enabling your clients to log via Facebook]]
 
: [[Plugins#Google_Adwords_and_analytics|Track statistics with Google Adwords]]
 
: [[Plugins#Google_calendar_sync_plugin|Synchronize your booking system with Google Calendar]]
 
: [[Plugins#Group_bookings|Allow group bookings]]
 
: [[Plugins#Html_description_field_for_events| Use HTML formatting in the description fields]]
 
: [[Plugins#Insights|View additional statistics and charts for your performance]]
 
: [[Plugins#Limit_bookings|Limit Bookings per time slot]]
 
: [[Plugins#Mobile_application| Access admin interface from your Android or iPhone]]
 
: [[Plugins#Multiple_bookings| Allow your clients to book several services easily and pay with 1 payment]]
 
: [[Plugins#News| Keep clients updated with your recent news]]
 
: [[Plugins#Provider.27s_color_coding_plugin|Mark providers with different colors in your admin calendar]]
 
: [[Plugins#Service_categories|Create different service categories]]
 
: [[Plugins#Simply_Smart_Promotions|Send promotions]]
 
: [[Plugins#SSL_plugin| Use secure sockets layer for your page]]
 
: [[Plugins#Status|Assign different statuses for your bookings]]
 
: [[Plugins#Take_me_back_home|Take your clients to a particular web address after they made a booking]]
 
: [[Plugins#Terms_and_conditions|Add your own Terms&Conditions to the booking page]]
 
: [[Plugins#Unit_location|Create multiple locations ]]
 
: and [[Plugins|more]]
 
 
 
==[[FAQ]]==
 
:[[Other_Questions#Is_your_service_free.3F|Is your service free?]]
 
 
 
:[[Other_Questions#I_upgraded_the_system_but_the_plugins_are_still_unavailable|I upgraded the system but the plugins are still unavailable]]
 
 
 
:[[Other_Questions#What_will_happen_if_I_don.27t_renew_my_subscription.3F|What will happen if I don't renew my subscription?]]
 
 
 
:[[FAQ#How_to_allow_smaller_intervals_than_1_hour.3F| How to allow smaller intervals than 1 hour?]]
 
 
 
:[[Settings#Timeframe|How to change timeframe?]]
 
 
 
:[[Settings#Email_and_SMS_settings|I have problems with notifications]]
 
 
 
:[[Settings#Custom_translations| Can I change some texts in bookings/admin interface?]]
 
 
 
:[[Settings#Custom_translations| Can I translate the system to my own language?]]
 
 
 
:[[Settings#Opening_hours| Where can I change my schedule for the week?]]
 
 
 
:[[Settings#Special_days| Can I have specific schedule for certain days?]]
 
 
 
:[[Settings#How_to_connect_service_to_provider| How to connect service to provider]]
 
 
 
:[[Settings#How_to_create_different_schedules_for_services.3F| How to create different schedules for services?]]
 
 
 
:[[FAQ#Plugin_doesn.E2.80.99t_work_.2F_Plugin_problems|Plugins are not working]]
 
 
 
:[[FAQ#Simplybook_doesn.E2.80.99t_sync_with_Google_calendar|Simplybook doesn’t sync with Google calendar]]
 
 
 
:[[FAQ#Clients.2FProviders_are_not_getting_Email.2FSMS_notifications|Clients/Providers are not getting Email/SMS notifications]]
 
 
 
:[[FAQ#Can.E2.80.99t_book_certain_time.2Fdate|Can’t book certain time/date]]
 
 
 
:[[Settings#How_to_add_widget_to_my_website|How to add widget to my website]]
 
 
 
:[[FAQ#How_to_hide_tab_.22Employee.22_from_the_booking_page.3F|How to hide tab "Employee" from my booking page?]]
 
 
 
:[[FAQ#I_want_my_calendar_to_show_day_of_the_week_near_date._For_example_Monday.2C_26_Oct.|How to show day of the week in calendar?]]
 
 
 
:and [[FAQ|more]]
 

Latest revision as of 09:17, 29 October 2024

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