Difference between revisions of "Translations:Packages custom feature/4/en"

From SimplyBook.me
(Importing a new version from external source)
 
(Importing a new version from external source)
 
Line 3: Line 3:
 
=How to use=
 
=How to use=
 
:1. To switch this custom feature on, please navigate to your Custom Features page, go to “Booking related” section and click on “Enable”
 
:1. To switch this custom feature on, please navigate to your Custom Features page, go to “Booking related” section and click on “Enable”
−
<nomobile>[[File:Packages enable path newcf.png | center]]</nomobile>
+
[[File:Packages enable path redesigned.png|1200px | center|link=https://help.simplybook.me/images/7/78/Packages_enable_path_redesigned.png]]
 
<br><br>
 
<br><br>
 
:2. Then choose “Manage” option either near the custom feature or navigate to Packages in Manage section of the left-side menu.
 
:2. Then choose “Manage” option either near the custom feature or navigate to Packages in Manage section of the left-side menu.
−
<nomobile>[[File:Packages settings path newcf.png | center]]</nomobile>
+
[[File:Packages settings path redesigned.png|1200px | center|link=https://help.simplybook.me/images/2/2a/Packages_settings_path_redesigned.png]]
 
<br><br>
 
<br><br>
 
:3. Just click on “+” button to create a new package. The form will appear on the right side of the page.
 
:3. Just click on “+” button to create a new package. The form will appear on the right side of the page.
−
<nomobile>[[File:Create new package.png | center]]</nomobile>
+
[[File:Create new package form redesigned.png|1200px | center|link=https://help.simplybook.me/images/0/0e/Create_new_package_form_redesigned.png]]
−
<mobileonly>[[File:M create new package.png | center]]</mobileonly>
 
 
<br><br>
 
<br><br>
 
:4. Insert package name, add a description (you can even use HTML formatting for a better look) and image.  
 
:4. Insert package name, add a description (you can even use HTML formatting for a better look) and image.  
Line 16: Line 15:
 
:skip price box to later calculate the total amount of all the elements included into the package.  
 
:skip price box to later calculate the total amount of all the elements included into the package.  
 
:'''Please note,''' it is not possible to create a package without a price.
 
:'''Please note,''' it is not possible to create a package without a price.
−
<nomobile>[[File:Add new package details.png | center]]</nomobile>
+
[[File:Package details overview redesigned.png|1200px | center|link=https://help.simplybook.me/images/e/e0/Package_details_overview_redesigned.png]]
−
<mobileonly>[[File:M add new package details.png | center]]</mobileonly>
 
 
<br><br>
 
<br><br>
 
:5. Define the validity period of the package,<br>
 
:5. Define the validity period of the package,<br>
 
:enable and set the general limit for the included items(optional, will be applied to services, add-ons and products connected to the package)  
 
:enable and set the general limit for the included items(optional, will be applied to services, add-ons and products connected to the package)  
 
:and set the number of sets available for sale (unlimited by default).
 
:and set the number of sets available for sale (unlimited by default).
−
<nomobile>[[File:Packages duration and limit settings.png |border| center]]</nomobile>
+
[[File:Package duration and general limits redesigned.png|1200px |border| center|link=https://help.simplybook.me/images/2/26/Package_duration_and_general_limits_redesigned.png]]
−
<mobileonly>[[File:M package duration and limit.png | center]]</mobileonly>
 
 
<br><br>
 
<br><br>
 
:6. Proceed to adding services, products and add-ons to the package<br>
 
:6. Proceed to adding services, products and add-ons to the package<br>
 
:(you still need to set them in addition to the general limit if you use it to include the desired items into the pack, otherwise it will not be possible to use the package during the service/class booking process).  
 
:(you still need to set them in addition to the general limit if you use it to include the desired items into the pack, otherwise it will not be possible to use the package during the service/class booking process).  
 
:You will see three corresponding sections below.  
 
:You will see three corresponding sections below.  
−
<nomobile>[[File:Package items possibilities.png | center]]</nomobile>
+
[[File:Package items options redesigned.png|1200px | center|link=https://help.simplybook.me/images/2/25/Package_items_options_redesigned.png]]
−
<mobileonly>[[File:M package items possibilities.png | center]]</mobileonly>
 
 
<br><br>
 
<br><br>
 
:7. Please select “Services” section, check the boxes with the necessary items and set the quantity that will be available for booking within the package.  
 
:7. Please select “Services” section, check the boxes with the necessary items and set the quantity that will be available for booking within the package.  
−
<nomobile>[[File:Add items to the package.png | center]]</nomobile>
+
[[File:Add services to package redesigned.png|1200px | center|link=https://help.simplybook.me/images/1/1c/Add_services_to_package_redesigned.png]]
−
<mobileonly>[[File:M add items to the package.png | center]]</mobileonly>
 
 
<br><br>
 
<br><br>
 
:8. If you are using [[Special:MyLanguage/Custom_Features#Products_for_Sale |Products for sale]] and/or [[Special:MyLanguage/Custom_Features#Service_Add-ons |Service Add-ons]] features simply select the corresponding tabs and add elements the same way.  
 
:8. If you are using [[Special:MyLanguage/Custom_Features#Products_for_Sale |Products for sale]] and/or [[Special:MyLanguage/Custom_Features#Service_Add-ons |Service Add-ons]] features simply select the corresponding tabs and add elements the same way.  
−
<nomobile>[[File:Add items to the package2.png | center]]</nomobile>
+
[[File:Add products to package redesigned.png|1200px | center|link=https://help.simplybook.me/images/0/0f/Add_products_to_package_redesigned.png]]
−
<mobileonly>[[File:M add items to the package2.png | center]]</mobileonly>
 
 
<br><br>
 
<br><br>
 
:9. After you have added all the options and if you have not set a package price yet, get back to the “Details” tab and use “Calculate price” button to make the system automatically sum up all the elements prices for you.  
 
:9. After you have added all the options and if you have not set a package price yet, get back to the “Details” tab and use “Calculate price” button to make the system automatically sum up all the elements prices for you.  
−
<nomobile>[[File:Autocalculate the price.png | center]]</nomobile>
+
[[File:Calculate price for package redesigned.png|1200px | center|link=https://help.simplybook.me/images/4/4e/Calculate_price_for_package_redesigned.png]]
−
<mobileonly>[[File:M autocalculate the price.png | center]]</mobileonly>
 
 
<br><br>
 
<br><br>
 
:10. Now you can click on “Save and issue package” to issue it to certain customers or simply save everything and allow your clients to buy this package on your booking site.  
 
:10. Now you can click on “Save and issue package” to issue it to certain customers or simply save everything and allow your clients to buy this package on your booking site.  
−
<nomobile>[[File:Package saving options new.png | center]]</nomobile>
+
[[File:Save and issue the package redesigned.png|1200px| center|link=https://help.simplybook.me/images/c/c9/Save_and_issue_the_package_redesigned.png]]
 
<br><br>
 
<br><br>
 
:If you assign a package from admin side or the client buys a package on the booking site he/she will receive package activation notification  
 
:If you assign a package from admin side or the client buys a package on the booking site he/she will receive package activation notification  
Line 52: Line 45:
 
:Use filters for more extensive analysis.
 
:Use filters for more extensive analysis.
 
:Here you can also cancel the package for the specific client if needed.
 
:Here you can also cancel the package for the specific client if needed.
−
<nomobile>[[File:Package reports.png | center]]</nomobile>
+
[[File:Packages report with filter overview redesigned.png|1200px| center|link=https://help.simplybook.me/images/4/4a/Packages_report_with_filter_overview_redesigned.png]]
−
<mobileonly>[[File:M package reports.png | center]]</mobileonly>
 
 
<br><br>
 
<br><br>

Latest revision as of 15:39, 15 January 2025

Information about message (contribute)
This message has no documentation. If you know where or how this message is used, you can help other translators by adding documentation to this message.
Message definition (Packages custom feature)
Video tutorial available [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=PV-NcGv8kj4]]
<br><br>
=How to use=
:1. To switch this custom feature on, please navigate to your Custom Features page, go to “Booking related” section and click on “Enable”
[[File:Packages enable path redesigned.png|1200px | center|link=https://help.simplybook.me/images/7/78/Packages_enable_path_redesigned.png]]
<br><br>
:2. Then choose “Manage” option either near the custom feature or navigate to Packages in Manage section of the left-side menu.
[[File:Packages settings path redesigned.png|1200px | center|link=https://help.simplybook.me/images/2/2a/Packages_settings_path_redesigned.png]]
<br><br>
:3. Just click on “+” button to create a new package. The form will appear on the right side of the page.
[[File:Create new package form redesigned.png|1200px | center|link=https://help.simplybook.me/images/0/0e/Create_new_package_form_redesigned.png]]
<br><br>
:4. Insert package name, add a description (you can even use HTML formatting for a better look) and image. 
:At this point you can also set the package price: you can specify the defined pack cost (if you want to make a discount, for example) or 
:skip price box to later calculate the total amount of all the elements included into the package. 
:'''Please note,''' it is not possible to create a package without a price.
[[File:Package details overview redesigned.png|1200px | center|link=https://help.simplybook.me/images/e/e0/Package_details_overview_redesigned.png]]
<br><br>
:5. Define the validity period of the package,<br>
:enable and set the general limit for the included items(optional, will be applied to services, add-ons and products connected to the package) 
:and set the number of sets available for sale (unlimited by default).
[[File:Package duration and general limits redesigned.png|1200px |border| center|link=https://help.simplybook.me/images/2/26/Package_duration_and_general_limits_redesigned.png]]
<br><br>
:6. Proceed to adding services, products and add-ons to the package<br>
:(you still need to set them in addition to the general limit if you use it to include the desired items into the pack, otherwise it will not be possible to use the package during the service/class booking process). 
:You will see three corresponding sections below. 
[[File:Package items options redesigned.png|1200px | center|link=https://help.simplybook.me/images/2/25/Package_items_options_redesigned.png]]
<br><br>
:7. Please select “Services” section, check the boxes with the necessary items and set the quantity that will be available for booking within the package. 
[[File:Add services to package redesigned.png|1200px | center|link=https://help.simplybook.me/images/1/1c/Add_services_to_package_redesigned.png]]
<br><br>
:8. If you are using [[Special:MyLanguage/Custom_Features#Products_for_Sale |Products for sale]] and/or [[Special:MyLanguage/Custom_Features#Service_Add-ons |Service Add-ons]] features simply select the corresponding tabs and add elements the same way. 
[[File:Add products to package redesigned.png|1200px | center|link=https://help.simplybook.me/images/0/0f/Add_products_to_package_redesigned.png]]
<br><br>
:9. After you have added all the options and if you have not set a package price yet, get back to the “Details” tab and use “Calculate price” button to make the system automatically sum up all the elements prices for you. 
[[File:Calculate price for package redesigned.png|1200px | center|link=https://help.simplybook.me/images/4/4e/Calculate_price_for_package_redesigned.png]]
<br><br>
:10. Now you can click on “Save and issue package” to issue it to certain customers or simply save everything and allow your clients to buy this package on your booking site. 
[[File:Save and issue the package redesigned.png|1200px| center|link=https://help.simplybook.me/images/c/c9/Save_and_issue_the_package_redesigned.png]]
<br><br>
:If you assign a package from admin side or the client buys a package on the booking site he/she will receive package activation notification 
:The invoice will be sent only in the case of the purchase and payment made from the client side.
<br><br>
:11. Go to Reports//Issued packages to check packages order history, customer data, as well as the number of remaining items. 
:Use filters for more extensive analysis.
:Here you can also cancel the package for the specific client if needed.
[[File:Packages report with filter overview redesigned.png|1200px| center|link=https://help.simplybook.me/images/4/4a/Packages_report_with_filter_overview_redesigned.png]]
<br><br>

Video tutorial available Youtube-Logo.png

How to use

1. To switch this custom feature on, please navigate to your Custom Features page, go to “Booking related” section and click on “Enable”
Packages enable path redesigned.png



2. Then choose “Manage” option either near the custom feature or navigate to Packages in Manage section of the left-side menu.
Packages settings path redesigned.png



3. Just click on “+” button to create a new package. The form will appear on the right side of the page.
Create new package form redesigned.png



4. Insert package name, add a description (you can even use HTML formatting for a better look) and image.
At this point you can also set the package price: you can specify the defined pack cost (if you want to make a discount, for example) or
skip price box to later calculate the total amount of all the elements included into the package.
Please note, it is not possible to create a package without a price.
Package details overview redesigned.png



5. Define the validity period of the package,
enable and set the general limit for the included items(optional, will be applied to services, add-ons and products connected to the package)
and set the number of sets available for sale (unlimited by default).
Package duration and general limits redesigned.png



6. Proceed to adding services, products and add-ons to the package
(you still need to set them in addition to the general limit if you use it to include the desired items into the pack, otherwise it will not be possible to use the package during the service/class booking process).
You will see three corresponding sections below.
Package items options redesigned.png



7. Please select “Services” section, check the boxes with the necessary items and set the quantity that will be available for booking within the package.
Add services to package redesigned.png



8. If you are using Products for sale and/or Service Add-ons features simply select the corresponding tabs and add elements the same way.
Add products to package redesigned.png



9. After you have added all the options and if you have not set a package price yet, get back to the “Details” tab and use “Calculate price” button to make the system automatically sum up all the elements prices for you.
Calculate price for package redesigned.png



10. Now you can click on “Save and issue package” to issue it to certain customers or simply save everything and allow your clients to buy this package on your booking site.
Save and issue the package redesigned.png



If you assign a package from admin side or the client buys a package on the booking site he/she will receive package activation notification
The invoice will be sent only in the case of the purchase and payment made from the client side.



11. Go to Reports//Issued packages to check packages order history, customer data, as well as the number of remaining items.
Use filters for more extensive analysis.
Here you can also cancel the package for the specific client if needed.
Packages report with filter overview redesigned.png



Retrieved from "https://help.simplybook.me/index.php?title=Translations:Packages_custom_feature/4/en&oldid=11971"