Adding services, providers and availability(new interface): Difference between revisions

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|title=Adding services, providers and availability - SimplyBook.me

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<p><youtube>https://youtu.be/JZ6RaaIN2J8?si=Bx9lCVCVSKnO_tBe</youtube></p>

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==Adding services==

:Video tutorial  

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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>

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[[File:Service creation form redesigned.png|1200px | center|link=https://help.simplybook.me/images/9/9d/Service_creation_form_redesigned.png]]

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===How to clone a service===

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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: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:

*service name

[[File:Cloned service name redesigned.png|1200px | center|link=https://help.simplybook.me/images/3/31/Cloned_service_name_redesigned.png]]

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===How to set service duration===

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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>

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===How to set specific schedule for service===

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[[File:Company schedule used redesigned.png|1200px | center|link=https://help.simplybook.me/images/5/5d/Company_schedule_used_redesigned.png]]

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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.

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[[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]]

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===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 <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow service to extend over closing hours</span> to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Yes</span> in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Main configuration.</span>

*[[Book_Soon_Notification_System_custom_feature|Add reminders to book again]]</div>

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==Adding Providers==

===How to add a provider===

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In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Providers</span> press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> button.

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[[File:Service provider details redesigned.png|1200px | center|link=https://help.simplybook.me/images/2/22/Service_provider_details_redesigned.png]]

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===How to clone a provider===

[[File:Provder clone path redesigned.png|1200px | center|link=https://help.simplybook.me/images/c/c9/Provder_clone_path_redesigned.png]]

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The following provider settings will be copied:

*provider name

[[File:Clone in provider name redesigned.png|1200px | center|link=https://help.simplybook.me/images/1/1f/Clone_in_provider_name_redesigned.png]]

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===How to set schedule for provider===

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You can set regular schedule for providers in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Providers</span>, choose necessary provider on the left and switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service provider schedule</span> tab. <br>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). <br>To make day of the week working/off use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">the switchers</span> near days' names.

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[[File:Service provider schedule path in-tab redesigned.png|1200px | center|link=https://help.simplybook.me/images/6/69/Service_provider_schedule_path_in-tab_redesigned.png]]

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You can set schedule for some specific date for provider in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Providers</span>, choose necessary provider on the left and switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service provider schedule</span> tab, choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Show advanced settings</span> option and then <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Special days</span> tab. <br>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).

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[[File:Provider special days path.png|1200px | center|link=https://help.simplybook.me/images/a/a1/Provider_special_days_path.png]]

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[[File:Is working day popup redesigned.png|800px | center|link=https://help.simplybook.me/images/8/8e/Is_working_day_popup_redesigned.png]]

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If you need to remove special day settings for some date, click on the date and press the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">clear special day</span> button.

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*[[Book_Soon_Notification_System_custom_feature|Add reminders to book again]]</div>

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