Brief overview of the system: Difference between revisions

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|title=Brief overview of the system - SimplyBook.me
|description=Discover how SimplyBook.me works in a quick overview. Learn the basics to get started effectively. Click here for details!
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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, setup, setup help, support, help content
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First you can start by checking out the 2 videos here below. They can give you a guick glance on how to start using the system.
First you can start by checking out the 2 videos here below. They can give you a guick glance on how to start using the system.
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:Please check a short video on some of the things that SimplyBook.me system can do for you <p><youtube>ViG8e6xsi2T8IV6c</youtube></p>
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:A short video on some of the things that SimplyBook.me system can do for you <p><youtube>E9jK7J312pE</youtube></p>
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:And here is another quick video on how to get started <p><youtube>1JrZI4p26qY</youtube></p>
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:And here is another quick video on how to get started <p><youtube>qgMn9dKJAt4</youtube></p>
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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. <br>
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. <br>
We encourage you to check out our video channel which is full of videos to get you started.  https://www.youtube.com/@SimplyBook-me<br>
We encourage you to check out our video channel which is full of videos to get you started.  https://www.youtube.com/@SimplyBook-me<br>
<p>When you create an account, the system automatically creates 2 pages for you: ''admin interface'' and ''booking page''. </p>
<p>When you create an account, the system automatically creates 2 pages for you: ''admin interface'' and ''booking page''. </p>
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'''Admin interface''' is where you login and manage your bookings, settings, design etc. Clients have no access to that page. ([https://simplydemo.secure.simplybook.me/?login=admin&pass=demo&form_sent=1&_ga=1.230145695.2074619410.1477382910 '''Example'''])
'''Admin interface''' is where you login and manage your bookings, settings, design etc. Clients have no access to that page. ([https://simplydemo.secure.simplybook.me/?login=admin&pass=demo&form_sent=1&_ga=1.230145695.2074619410.1477382910 '''Example'''])
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<nomobile>[[File:Admin calendar view v3.png|border|center]]</nomobile>
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<mobileonly>[[File:M admin calendar view.png | center]]</mobileonly>
[[File:Calendar page redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/6/6a/Calendar_page_redesigned.png]]
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'''[[Where_to_change_my_info| 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 website" 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. ([https://simplybook.me/en/booking-page-themes '''Examples'''])
'''[[Where_to_change_my_info| 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 website" 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. ([https://simplybook.me/en/booking-page-themes '''Examples'''])


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<nomobile>[[File:Booking page steps view v3.png|border|center]]</nomobile>
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<mobileonly>[[File:M booking page view.png|center]]</mobileonly>
<mobileonly>[[File:M booking page view.png|center]]</mobileonly>
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=Layout and menu=
=Layout and menu=
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:2. The first tab you see is '''Dashboard'''. It contains statistics about your performance, your current subscription package, bookings, performers, clients activity, etc. 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.
:2. The first tab you see is '''Dashboard'''. It contains statistics about your performance, your current subscription package, bookings, performers, clients activity, etc. 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. '''Welcome''' page allows you to check general information regarding your account such as links to admin and client pages, current subscription and balance. You can also find some useful video tutorials on how to set up the system .
:3. '''Welcome''' page allows you to check general information regarding your account such as links to admin and client pages, current subscription and balance. You can also find some useful video tutorials on how to set up the system .
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:4. '''[[How_to_manage_bookings| Calendar]]''' is a section where you can add, edit and delete your bookings and quickly add break times.
:4. '''[[How_to_manage_bookings| Calendar]]''' is a section where you can add, edit and delete your bookings and quickly add break times.
:5. '''Marketing Suite''' tab contains various tools that allow to develop your business and increase its visibility for the customers.
:5. '''Marketing Suite''' tab contains various tools that allow to develop your business and increase its visibility for the customers.
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::''Taxes'' tab appears if you are using [[Custom_Features#Accept_Payments | Accept payments]] custom feature and allows to create different tax options.
::''Taxes'' tab appears if you are using [[Custom_Features#Accept_Payments | Accept payments]] custom feature and allows to create different tax options.
::''[[Custom_Page_custom_feature| Custom page]]'' option is present when you have [[Custom_Page_custom_feature| Custom page]] feature enabled and gives the possibility to create additional pages and links for the booking website.
::''[[Custom_Page_custom_feature| Custom page]]'' option is present when you have [[Custom_Page_custom_feature| Custom page]] feature enabled and gives the possibility to create additional pages and links for the booking website.
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:7. '''[[Booking_reports| Reports]]''' tab contains different kinds of statistics you may wish to analyze and [[Remove_Elements_from_booking_page#Reviews| reviews]] from your clients
:7. '''[[Booking_reports| Reports]]''' tab contains different kinds of statistics you may wish to analyze and [[Remove_Elements_from_booking_page#Reviews| reviews]] from your clients
:8. '''[[Custom_Features|Custom Features]]'''. Custom Features are used to enhance the system and customize it in line with your needs. Please see the list of all [[Custom_Features|Custom Features and their functions here]].
:8. '''[[Custom_Features|Custom Features]]'''. Custom Features are used to enhance the system and customize it in line with your needs. Please see the list of all [[Custom_Features|Custom Features and their functions here]].
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::''[[My_subscription_and_how_to_renew| Subscriptions]]''. Here you can view different tariffs available for you and purchase or upgrade subscriptions.
::''[[My_subscription_and_how_to_renew| Subscriptions]]''. Here you can view different tariffs available for you and purchase or upgrade subscriptions.
::''[[Additional_Bookings | Additional items]]''. Here you can purchase SMS credits, additional bookings and other items.
::''[[Additional_Bookings | Additional items]]''. Here you can purchase SMS credits, additional bookings and other items.
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