Adding services, providers and availability(new interface): Difference between revisions
| Line 14: | Line 14: | ||
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. | ||
<br><br> | <br><br> | ||
[[File:Create new service redesigned.png|1200px | center|link=https://help.simplybook.me/images/2/2d/Create_new_service_redesigned.png]] | |||
<br><br> | <br><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 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> | ||
<br><br> | <br><br> | ||
[[File:Service creation form redesigned.png|1200px | center|link=https://help.simplybook.me/images/9/9d/Service_creation_form_redesigned.png]] | |||
<br><br> | <br><br> | ||
===How to clone a service=== | ===How to clone a service=== | ||
| Line 27: | Line 26: | ||
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: | [[File:Click to select service redesigned.png|1200px | center|link=https://help.simplybook.me/images/c/c8/Click_to_select_service_redesigned.png]] | ||
<br><br> | <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: | [[File:Clone service path redesigned.png|1200px| center|link=https://help.simplybook.me/images/2/20/Clone_service_path_redesigned.png]] | ||
The following service settings will be copied: | The following service settings will be copied: | ||
*service name | *service name | ||
| Line 42: | Line 41: | ||
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: | [[File:Cloned service name redesigned.png|1200px | center|link=https://help.simplybook.me/images/3/31/Cloned_service_name_redesigned.png]] | ||
<br><br> | <br><br> | ||
===How to set service duration=== | ===How to set service duration=== | ||
| Line 48: | Line 47: | ||
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. | ||
<br><br> | <br><br> | ||
[[File:Service time details path redesigned.png|1200px| center|link=https://help.simplybook.me/images/d/d8/Service_time_details_path_redesigned.png]] | |||
<br><br> | <br><br> | ||
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. | ||
<br><br> | <br><br> | ||
[[File:Recurring settings block redesigned.png|1200px | center|link=https://help.simplybook.me/images/c/cc/Recurring_settings_block_redesigned.png]] | |||
<br><br> | <br><br> | ||
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> | ||
| Line 64: | Line 61: | ||
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. | ||
<br><br> | <br><br> | ||
[[File:Service schedule path redesigned.png|1200px | center|link=https://help.simplybook.me/images/e/ec/Service_schedule_path_redesigned.png]] | |||
<br><br> | <br><br> | ||
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. | ||
<br><br> | <br><br> | ||
[[File:Company schedule used redesigned.png|1200px | center|link=https://help.simplybook.me/images/5/5d/Company_schedule_used_redesigned.png]] | |||
<br><br> | <br><br> | ||
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. | ||
<br><br> | <br><br> | ||
[[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]] | |||
<br><br> | <br><br> | ||
===How to set 24/7 or after 00.00 services=== | ===How to set 24/7 or after 00.00 services=== | ||