How to manage bookings: Difference between revisions
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1. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> (item in the left-side menu) select the desirable view, the date you need to add the booking to (you may also use the filters at the top for convenience) and either simply click on free space or select the necessary time period by dragging. | 1. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> (item in the left-side menu) select the desirable view, the date you need to add the booking to (you may also use the filters at the top for convenience) and either simply click on free space or select the necessary time period by dragging. | ||
[[File: | [[File:Booking from admin calendar steps redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/7/70/Booking_from_admin_calendar_steps_redesigned.png]] | ||
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2. Fill in the pop-up form that appears: select or add the client, choose provider and service/class, set the start and end date and times. It is possible to book for a time period that is different from service duration and is multiple of the selected timeframe.<br> | 2. Fill in the pop-up form that appears: select or add the client, choose provider and service/class, set the start and end date and times. It is possible to book for a time period that is different from service duration and is multiple of the selected timeframe.<br> | ||
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For example, if you are using <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept_payments_custom_feature|Accept Payments]]</span> and wish the invoice to be generated when the booking is added from the admin side you need to check the box <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Receive payment</span> and select the desired payment method before saving the reservation.<br> | For example, if you are using <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept_payments_custom_feature|Accept Payments]]</span> and wish the invoice to be generated when the booking is added from the admin side you need to check the box <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Receive payment</span> and select the desired payment method before saving the reservation.<br> | ||
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' This option can be selected during new booking creation only. If the booking was created without invoice generation but you need the invoice to be attached you can cancel such booking and create a new one with the use of <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Receive payment</span> option selected)</span> | <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' This option can be selected during new booking creation only. If the booking was created without invoice generation but you need the invoice to be attached you can cancel such booking and create a new one with the use of <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Receive payment</span> option selected)</span> | ||
[[File: | [[File:New booking form redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/9/9b/New_booking_form_redesigned.png]] | ||
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