Custom Features: Difference between revisions

<div class="plugin">[[Special:MyLanguage/Custom_Features#Client_Fields| <translate><!--T:305--> Client Fields</translate>]]</div>

<div class="plugin">[[Special:MyLanguage/Custom_Features#Client_Login| <translate><!--T:306--> Client Login</translate>]]</div>

<div class="plugin">[[Special:MyLanguage/Custom_Features#Client_Rescheduling| <translate><!--T:308--> Client Rescheduling</translate>]]</div>

<div class="plugin">[[Special:MyLanguage/Custom_Features#Contact Widget| <translate><!--T:309--> Contact Widget</translate>]]</div>

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[[File:Accept deposits icon.png |left]] Use deposits to increase the likelihood of clients coming for the service and make sure that in case they do not show up that you can keep the deposit. Remark that some clients may contact their bank directly to get refund of deposits in which case there is little that can be done but such cases should be rare.

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You can accept payments via a variety of payment processors. All the online payments are processed by the payment gateway of your choice and if there is a need to issue a refund to a client it can be done if you are using SBPay.me integration or from the admin account of your payment processor.

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[[File:Any employee new icon.png ‎|left]] You can use this Custom Feature to add a service provider called "Any provider" to the booking page, and if the client chooses this provider, all times of available providers will show. Or you can also use this Custom Feature to hide employee step on the booking page. or auto allocate any available provider for selected service randomly to simplify the booking process.

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[[File:Api new icon.png ‎|left]]

With the help of this custom feature you can design your own solutions varying from simple widgets to multi-functional applications. <br>

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:::'''Documentation on <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/API| API]]</span>'''

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This Custom Feature allows advanced flexibility to your appointment start times for all services at once or per each service. Custom Feature can be used to define exact hour and/or minutes in an hour where your services are available (e.g. 10.00, 14.30, 16.25). It can be used to set the start hour and then choose fixed or multiple interval in minutes when your services are available (e.g. multiple of 15 min 10.00, 10.15, 10.30, 10.45).

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[[File:Approve booking new icon.png ‎|left]]

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:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Approve Bookings custom feature|...>]]</span>'''

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[[File:Book soon new icon.png ‎|left]]

Make sure your clients come again! This Custom Feature will remind your clients to come back as you can send them a message x-number of days after their appointment. For example, you can compose your own message and send a reminder always 30 days after an appointment.

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[[File:Calendar sync new icon.png ‎|left]]

Calendar Sync Custom Feature is used for 2-way synchronization with Google and Outlook calendars. You can export bookings from [https://simplybook.me/ SimplyBook] to Google or Outlook calendars and also block times occupied by Google/Outlook Calendar event in your [https://simplybook.me/ SimplyBook] dashboard.

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= [[Special:MyLanguage/Campaign custom feature|Campaign]] =

[[File:Campaign logo.png|100px|left]]

<translate>

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= [[Special:MyLanguage/Cancellation Policy custom feature|Cancellation Policy]] =

[[File:Cancelation policy new icon.png |left]]

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= [[Special:MyLanguage/Classes_custom_feature |Classes]] =

Now SimplyBook.me allows new option for classes and events scheduling whatever kind of business you have. Brand new feature allows you to have all your classes/events in separate section so that you will never mix them up with simple services. Or you can use classes/events interface only. Moreover, this custom feature allows to have almost all settings necessary for class/event scheduling on one page, which makes the setup process easy and fast.

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[[File:Clean history new icon.png ‎|left]]

Use this Custom Feature to clean all old bookings from the system. You can set when the bookings should be deleted and then the Custom Feature will take care of never having older bookings on record than according to your definition. Please use with care as we can not get deleted bookings back for you! It works and deletes selected bookings till you turn this feature off.

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= [[Special:MyLanguage/Client_Fields_Custom_Feature|Client Fields]] =

[[File:Client field icon.png|left]]

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[[File:Client login new icon.png| left]]

Use this Custom Feature to allow clients to register online, quickly make bookings and see their booking history. You can block and unblock clients from making bookings on your booking page and also turn off or on the ability for clients to register an account. If you close for client registrations, only clients you have registered and granted access can make bookings.

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[[File:Pwa icon.png|left]]

Let your clients download your own personalised client app. With the app on their mobile they can easily book, [[Client_Rescheduling_custom_feature|reschedule]], purchase [[Packages_custom_feature|packages]],[[Membership_custom_feature|memberships]] and [[Coupons_and_Gift_Cards_custom_feature|gift cards]] as well as access your business directly from their phones.

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= [[Special:MyLanguage/Client Rescheduling custom feature|Client Rescheduling]] =

The Client rescheduling custom feature allows you to include reschedule links in notification messages to your clients and rescheduling button to the booking site. The clients can use these options to find a new time for their booking if within allowed rescheduling period.

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= [[Special:MyLanguage/Contact Widget custom feature|Contact Widget]] =

[[File:Contact widget new icon.png ‎|left]]

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[[File:Coupons and gift cards icon.png| left]]

Create and sell gift cards, and send coupons to your clients with the Coupons & Gift Cards custom feature! You can make % and fixed amount discounts and sell gift certificates. Use this amazing feature to promote your business. Customize your promotions with defined dates, messages and codes.

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[[File:Custom css new icon.png ‎|left]]

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<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>

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= [[Special:MyLanguage/Custom Domain custom feature|Custom Domain]] =

[[File:Domain.png | left]]

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= [[Special:MyLanguage/Custom Email custom feature|Custom Email]] =

[[File:Custom email logo.png|left]]

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[[File:Static page.png | left]]

This custom feature allows you to add your own custom static pages to your booking website, re-order all booking site pages in the main menu, hide menu items, and add custom links to the main menu.

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[[File:Daily report new icon.png ‎|left]]

Every day this Custom Feature will send you an updated status of all bookings for the day. You will also receive a list with your active bookings for the upcoming week.

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[[File:Seats left icon.png|left]]

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:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Display Remaining Spaces|>]]</span>'''

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= [[Special:MyLanguage/External Booking Validator custom feature|External Booking Validator]] =

[[File:External booking validator icon.png|left]]

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= [[Special:MyLanguage/Facebook and Instagram Bookings|Facebook and Instagram Bookings]] =

Connect your SimplyBook.me booking system to your Facebook Business page and Instagram profile.  That way you can book even more clients by having a “Book” button both on your Facebook Business page and your Instagram profile - all seamlessly integrated with your SimplyBook booking system.

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= [[Special:MyLanguage/Facebook Client Info custom feature|Facebook Client Info]] =

[[File:Facebook client info new icon.png ‎|left]]

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[[File:Tracking icon.png|left]]

Manage analytics for your booking website with Facebook Pixel

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[[File:Cloud storage icon.png|left]]

Enable this custom feature to allow your clients to upload signed documents or other information directly to your Google drive account.

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= [[Special:MyLanguage/Flexible Notifications custom feature|Flexible Notifications]] =

[[File:Flexible notifications new icon.png| left]]

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= [[Special:MyLanguage/Google AdWords and Analytics custom feature|Google Adwords and Analytics]] =

[[File:Google analytics new icon.png‎ ‎|left]]

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Add security to your account. You can use a 2-step authentication when logging into your account preventing unauthorized access. Upon entering password, you'll be asked to insert 6-digit login code from your Google authenticator or a 3rd party app.<br>

You can use this custom feature with or without HIPAA feature depending on your needs and business requirements.

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= [[Special:MyLanguage/Google_Business_custom_feature|Google Business]] =

[[File:Google business icon.png | left]]

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::Add a “Book online” button to your Google Business listing. Allow your clients to find you easily on Google and book your services right there via Google Search, Google Maps or Google Assistant, powered by the SimplyBook.me booking system.

:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Special:MyLanguage/Google_Business_custom_feature#Reserve_with_Google|>]]</span>'''

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= [[Special:MyLanguage/Google Reviews custom feature|Google Reviews]] =

[[File:Google reviews icon.png|left]] Do you have numerous company reviews and a great rating on Google and wish to share the results on your booking website? Enable Google reviews custom feature to set it up at one simple step and attract even more customers to your services!

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= [[Special:MyLanguage/Google Tag Manager custom feature|Google Tag Manager]] =

[[File:Google tag manager icon.png | left]]

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Need to show your booking website in several languages for your clients' convenience? Now we have Google Translate custom feature that makes is possible. It allows you to add Google Translate’s automatic translation to your booking website and each client will be able to choose the language convenient for them.

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= [[Special:MyLanguage/Group Bookings custom feature|Group Bookings]] =

[[File:Group booking new icon.png ‎|left]]

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= [[Special:MyLanguage/HIPAA custom feature|HIPAA]] =

[[File:Hipaa new icon.png ‎|left]]

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= [[Special:MyLanguage/HTML Description Field for Events custom feature|HTML Description Field for Events]] =

[[File:Html description new icon.png  ‎|left]]

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= [[Special:MyLanguage/Import Clients custom feature|Import Clients]] =

[[File:Import clients icon.png | left]]

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<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>

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= [[Special:MyLanguage/Insights custom feature|Insights]] =

[[File:Insights new icon.png ‎|left]]

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[[File:Social gallery.png | left]]

Enable the Instagram photo sharing feature and show automatically your photos on the booking site to make it more a live and fun for your visitors. Take photos with your Instagram app and show the results on your booking page.

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= [[Special:MyLanguage/Intake Forms custom feature|Intake Forms]] =

[[File:Additional field new icon.png ‎|left]]

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= [[Special:MyLanguage/Kiosk custom feature|Kiosk]] =

[[File:Kiosk.png |left]]

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= [[Special:MyLanguage/Limit Bookings custom feature|Limit Bookings]] =

[[File:Limit bookings new icon.png ‎|left]]

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= [[Special:MyLanguage/Line bot custom feature|Line Bot]] =

[[File:Line bot.png | left]]

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= [[Special:MyLanguage/LINE LIFF Custom Feature|LINE LIFF]] =

[[File:Line liff icon.png|100px|left]]

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= [[Special:MyLanguage/Loyalty System custom feature|Loyalty System]] =

[[File:Bonus system icon.png|left]]

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= [[Special:MyLanguage/Make me look busy custom feature|Make me Look Busy]] =

[[File:Look busy icon.png|left]]

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= [[Special:MyLanguage/Medical test custom feature|Medical Test]] =

[[File:Medical test icon.png|left]]

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= [[Special:MyLanguage/Membership custom feature|Membership]] =

[[File:Membership new icon.png | left]]

This Custom feature allows you to have services that only members can book provided they have an active paid membership. This can be applied to a selection or all services, only classes or similar.

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Check video [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=Nzz5w5rQSZ0]] tutorial how to set it up.<br><br>

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[[File:Multiple booking new icon.png ‎|left]]

Allows clients to book more than one service before they check-out and pay for all booking with one payment. This Custom Feature adds "Add another service" button to the "Details" step on the booking page. This functionality allows clients to book several services/classes on different time or day of the week.

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[[File:Unit location new icon.png ‎|left]]

Allows creating multiple service locations and relating them with different service providers (staff members). Locations will be shown as the first step on the booking site.

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[[File:News new icon.png ‎|left]]

Give your website a fresh life by managing news on your main page in our booking system.

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[[File:Online meeting icon.png|left]]

Use this feature to easily create meeting links for your clients and meet them online using video or phone

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[[File:Packages icon.png | left]]

With the Packages custom feature you can create a package of multiple services, or, if you also sell additional items, combine services with products, add-ons, and [[Custom_Features#Classes |classes]]. Clients can buy packages on your booking page or with Simplybook.me’s [[Custom_Features#Point_of_Sale | POS feature]]. Each package can be defined with some general items limit and any number of services and products, and you can set the validity to any period available. Once clients have purchased a package, they can book a service at any time paying with their package credits. They can always check how many occurrences are left within each package.

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[[File:Strict password icon.png | left]]

The Password security settings Custom Feature allows to define password requirements for system users and clients. This can further harden the system for possible intrusion. Just in few steps you can make your system more secure!

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With Photo Gallery custom feature you can upload the photos of your services to attract more clients. Simply browse photos and they will appear on your booking page.

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[[File:Pos icon new.png | left]]

Point of Sale Custom Feature allows system users to create and track sales of bookings, and to sell memberships, products and gift certificates to existing or new clients. You can check client's history of purchases, approve pending transactions and print invoices. All in the neat mobile friendly interface!

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= [[Special:MyLanguage/Products for Sale custom feature|Products for Sale]] =

[[File:Product.png | left]]

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[[File:Provider color new icon.png ‎|left]]

Some users like to simplify the dashboard view by having providers with certain colors. With this Custom Feature, you can give each of your providers their own color so when you quickly glance over the dashboard, it can be easily seen what bookings belong to each provider.

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[[File:Resources icon.png |left]]

Connect equipment, rooms or anything else that is limited in quantity to a service. Different resources can be connected to the same service when needed.

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[[File:Paid attributes.png | left]]

You can create add-ons for selected services. These add-ons can be set to influence service duration or not, but the service anyway becomes more expensive.<br>

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= [[Special:MyLanguage/Service Categories custom feature|Service Categories]] =

[[File:Service category new icon.png‎ ‎| left]]

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= [[Special:MyLanguage/SMS Gateway custom feature|SMS Gateway]] =

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'''IMPORTANT!''' Setting this up requires some technical knowledge and the SimplyBook.me team cannot help with account creation at the SMS gateway providers.

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[[File:Smtp new icon.png|left]]

It allows you to use your own SMTP server so all emails sent from the SimplyBook.me system on your behalf, come from your own email address.<br>

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[[File:Client soap crypt.png |left]]

Need patient information to be more securely stored? SOAP (subjective, objective, assessment and plan) with data encryption feature allows to insert time-stamped record with 4 encrypted text fields that stay with client data. Sensitive medical data of your clients will be secured with RSA 4096.

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= [[Special:MyLanguage/SSL custom feature|SSL]] =

[[File:Ssl new icon.png ‎ ‎|left]]

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It is important to have it enabled for some payment processors and widgets.

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This custom feature allows to setup Single Sign-On process for you as the system admin and your account users thus enabling login to SimplyBook.me system from MS Azure applications panel. You can create users in MS Azure within the desired access level groups and the corresponding user types will be added in your SimplyBook.me system on the first login.

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= [[Special:MyLanguage/Status custom feature|Status]] =

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= [[Special:MyLanguage/Tags Custom Feature|Tags]] =

This custom feature allows you to add one or more tags to any client, enabling swift filtering of clients in reports, or other custom functionalities like coupons, gift cards, tickets, and memberships. With an intuitive interface, you can easily customize tags to align with your specific requirements, ensuring improved organization and structured client interactions.

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= [[Special:MyLanguage/Take Me Back Home custom feature|Take Me Back Home]] =

[[File:Take me back home new icon.png ‎|left]]

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= [[Special:MyLanguage/Telegram Notifications custom feature|Telegram Notifications]] =

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<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>

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[[File:Terms and conditions new icon.png ‎|left]]

The text inserted in the Custom Feature will be displayed on the "Details" page above the "Book Now" button or on sign up step if you are using [[Custom_Features#Client_Login | Client login feature]] as a checkbox with text "''I agree with -your company name- Terms & Conditions''" and the clients will need to agree to it to be able to book your services

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= [[Special:MyLanguage/Ticket's QR Code|Ticket's QR Code]] =

Create customized QR codes for your tickets consisting of one or more additional fields variables, with or without a delimiter. This QR code can be added to your tickets to facilitate further information reading into external systems after ticket validation.

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[[File:Tickets icon.png| left]]

Issue tickets for services, classes and events. The tickets can be printed or shown from mobile screen by clients and then be scanned using the SimplyBook.me admin app, or manually inserted in the Validate tickets section of SimplyBook.me. If you have HTML/CSS knowledge and Premium plan, you can customize the look of your tickets.

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= [[Special:MyLanguage/Tips Custom Feature|Tips]] =

[[File:Tips icon.png|left]]

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:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Tips Custom Feature|...>]]</span>'''

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[[File:Visitor counter new icon.png ‎|left]]

Use Visitor Counter Custom Feature to get up-to-date information about visits to your booking website or to the page with your booking widget. This Custom Feature will help you to evaluate the visits and bookings and can help you to decide if you should do promotions to get more visitors and potential clients. You will see all this information in the main Dashboard of the [https://simplybook.me SImplyBook.me] system. Shows data for the previous calendar week.

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[[File:Waiting list icon.png|left]]

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:::Video tutorial available '''[[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=PtprHKshSmw]]

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= [[Special:MyLanguage/Zapier Connector custom feature|Zapier Connector]] =

[[File:Zapier icon.png | left]]