Difference between revisions of "Adding services, providers and availability(new interface)"
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|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! | ||
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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, 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 | ||
Latest revision as of 15:24, 6 December 2024
- See video tutorial on adding services and service providers
Adding services
- Video tutorial
How to create a service
In Manage -> Services press + button.
On the right-side of the page insert the name of your service and add service description.
It is possible to use HTML formatting for service description to change the font, its color, etc.
You can also upload picture of a service, and activate prices to accept payments on-line.
How to clone a service
It may happen that you need to create several similar services with the same settings.
Cloning option will definitely help you.
Please select the service you would like to make the copy of.
Click on Clone button in the top right corner, confirm the copying of the settings.
The following service settings will be copied:
- service name
- service description
- service price if Accept payments feature is enabled and set
- service image
- service schedule
- Flexible Notifications feature settings if enabled and set
- Book Soon Notification System feature settings if enabled and set
- Appointment at Fixed Time feature settings if enabled and set
As the result, one more service will be added with Clone added to its name so that you will be able to easily see which services are the copies.
(You can edit these services names to adjust them to your needs in Service Details tab for the corresponding service)
How to set service duration
In Manage -> Services after the service selection on the right-side of the page choose Time details tab to set duration for your service.
It is also possible to set service as recurring here.
As well you can set fixed starting times for your service. Please check more about Appointment at Fixed Time Custom Feature here.
How to set specific schedule for service
In Manage -> Services -> select the service -> Service schedule tab move the sliders to set
open times for this service if it differs from usual company schedule.
Or click on Show advanced settings if using the slots view is more convenient for you.
If the service has the same schedule as company you do not need to change anything there, it will be applied automatically.
You will be able to check it on Advanced schedule page.
If you need to set some exceptions in service schedule for holidays or other needs please choose Special days tab there and set times for the desired dates.
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 Allow service to extend over closing hours to Yes in Settings -> Main configuration.
- Schedules relations
- How to set service as one-time event
- How to group my services in categories
- How to require additional information from clients at checkout
- How to limit bookings per service
- How to set specific notifications per service
- How can I promote my service
- Default booking notifications
- Time and date settings
- Add reminders to book again
Adding Providers
- Video tutorial
How to add a provider
In Manage -> Service Providers press + button.
On the right side of the page insert the name of your service provider, set number of clients he/she can serve at a time and write service provider description.
You can also upload picture and set his/her phone number and email address if necessary.
Save settings.
Please note! Phone number should be added in international format for SMS notifications to be sent correctly.
How to clone a provider
It may happen that you need to create several similar providers with the same settings.
Cloning option will definitely help you.
Please select the provider you would like to make the copy of.
Click on Clone button in the top right corner, confirm the copying of the settings.
The following provider settings will be copied:
- provider name
- provider description
- provider phone and email address
- provider image
- number of clients provider can serve at a time
- provider schedule
- Calendar Sync feature settings if enabled and set
- Flexible Notifications feature settings if enabled and set
- Book Soon Notification System feature settings if enabled and set
As the result, one more provider will be added with Clone added to its name so that you will be able to easily see which providers are the copies.
(You can edit these providers names to adjust them to your needs in Service provider details tab for the corresponding provider)
How to attach services to provider
In Manage -> Service Providers -> select the provider -> switch to Services, attached to this service provider tab and check the boxes with services this provider will perform.
Save settings.
How to set schedule for provider
You can set regular schedule for providers in Manage -> Service Providers, choose necessary provider on the left and switch to Service provider schedule tab.
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).
To make day of the week working/off use the switchers near days' names.
How to set schedule for holidays and other specific dates
You can set schedule for some specific date for provider in Manage -> Service Providers, choose necessary provider on the left and switch to Service provider schedule tab, choose Show advanced settings option and then Special days tab.
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).
To make some date working/off-day, click on the date and use Is working day? switcher near the schedule that appears in pop-up.
If you need to remove special day settings for some date, click on the date and press the clear special day button.
