Difference between revisions of "Brief overview of the system"

From SimplyBook.me
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'''Admin interface''' is where you login and manage your bookings, settings, design etc. Clients have no access to that page. ([https://simplydemo.secure.simplybook.me/?login=admin&pass=demo&form_sent=1&_ga=1.230145695.2074619410.1477382910 '''Example'''])
 
'''Admin interface''' is where you login and manage your bookings, settings, design etc. Clients have no access to that page. ([https://simplydemo.secure.simplybook.me/?login=admin&pass=demo&form_sent=1&_ga=1.230145695.2074619410.1477382910 '''Example'''])
  
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[[File:Admin calendar1.png ‎‎]]
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[[File:Admin calendar page.png | center ‎‎]]
 
<br><br>
 
<br><br>
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'''[[Where_to_change_my_info| Booking Page]]''' is the interface for your clients. There, they can book your services and leave contact info. You can always access your booking page by clicking "My booking site" button in the upper right corner of your admin page. You will be transferred to the booking page and you can also send the url to your clients so that they can easily find your company. ([https://sbdemo.simplybook.me/ '''Example'''])
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'''[[Where_to_change_my_info| Booking Page]]''' is the interface for your clients. There, they can book your services and leave contact info. You can always access your booking page by clicking "My booking website" button in the upper right corner of your admin page. You will be transferred to the booking page and you can also send the url to your clients so that they can easily find your company. ([https://simplybook.me/en/booking-page-themes '''Examples'''])
  
 
[[File:Booking page example.png |center‎]]
 
[[File:Booking page example.png |center‎]]
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=Layout and menu=
 
=Layout and menu=
 
<br><br>
 
<br><br>
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:1. '''Upper bar'''. ''Three-line button'' shows/hides the full menu on the left. ''Latest news'' are marked as green notifications. ''Messages'' are marked with red and ''notifications'' in yellow. As well you can enable/disable browser notifications there.
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:1. '''Upper bar'''. ''Three-line button'' shows/hides the full menu on the left. ''Latest news'' are marked as green notifications. ''Messages'' are marked with red and ''notifications'' with yellow color. As well you can enable/disable browser notifications there.
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:2. The first tab you see is '''Dashboard'''. It contains statistics about your performance, your current subscription package, bookings, performers, clients activity, reviews, news, etc. By analyzing the information you can make inferences about your business and figure out what can be done to improve it. If you need to know more about each section, just press the "i" sign.
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:2. The first tab you see is '''Dashboard'''. It contains statistics about your performance, your current subscription package, bookings, performers, clients activity, etc. By analyzing the information you can make inferences about your business and figure out what can be done to improve it. If you need to know more about each section, just press the "i" sign.
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:3. '''Welcome''' page allows you to check general information regarding your account such as links to admin and client pages, current subscription and balance. You can also find some useful video tutorials how to set up the system .
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:3. '''Welcome''' page allows you to check general information regarding your account such as links to admin and client pages, current subscription and balance. You can also find some useful video tutorials on how to set up the system .
 
:4. '''[[How_to_manage_bookings| Calendar]]''' is a section where you can add, edit and delete your bookings and quickly add break times.
 
:4. '''[[How_to_manage_bookings| Calendar]]''' is a section where you can add, edit and delete your bookings and quickly add break times.
 
:5. '''Manage''' tab contains several sections:  
 
:5. '''Manage''' tab contains several sections:  
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::''[[Custom_Features#Membership| Membership]]'' tab appears if you use [[Custom_Features#Membership | Membership]] custom feature and allows you to create different kinds of memberships for your clients.
 
::''[[Custom_Features#Membership| Membership]]'' tab appears if you use [[Custom_Features#Membership | Membership]] custom feature and allows you to create different kinds of memberships for your clients.
 
::''[[Custom_Features#Simply_Smart_Promotions| Promotions]]''. To use this tab, you need to enable [[Custom_Features#Simply_Smart_Promotions|Simply Smart Promotions]] in the Custom Feature section and then you can use promotions to enhance your business.
 
::''[[Custom_Features#Simply_Smart_Promotions| Promotions]]''. To use this tab, you need to enable [[Custom_Features#Simply_Smart_Promotions|Simply Smart Promotions]] in the Custom Feature section and then you can use promotions to enhance your business.
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::''[[Custom_Features#Classes| Classes]]'' option appears when you enable [[Custom_Features#Classes| Classes]] custom feature and allows to create classes. You can use classes option only or combine them with services. They will be displayed together on the booking site.
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::''[[Custom_Features#Intake_Forms| Intake forms]]'' tab can be seen when [[Custom_Features#Intake_Forms| Intake forms]] custom feature is on. Here you can create additional questions you wish to ask your clients during the booking process.
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::''[[Custom_Features#Products_for_Sale| Products for sale]]'' can be accessed when [[Custom_Features#Products_for_Sale| Products for Sale]] custom feature is switched on. This functionality allows you to create additional items to sell to the customers when they book.
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::''[[Custom_Features#Service_Add-ons| Service Add-Ons]]'' tab will appear if you enable [[Custom_Features#Service_Add-ons | Serice Add-Ons]] feature. It is one more up-selling option to enhance your business.
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::''[[Custom_Features#Voice_Bookings| Voice bookings]]'' tab allows to manage your voice booking bot settings when [[Custom_Features#Voice_Bookings| iBOB]] custom feature is on.
 
:6. In the '''Time Settings''' you have the following sections:
 
:6. In the '''Time Settings''' you have the following sections:
 
::''Company Opening hours'' - regular schedule for your company on a weekly basis
 
::''Company Opening hours'' - regular schedule for your company on a weekly basis
 
::''Company Special days'' - here you can set up specific schedule or days off for your company, for example national holidays.
 
::''Company Special days'' - here you can set up specific schedule or days off for your company, for example national holidays.
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::''Service provider schedule'' - individual regular schedule for each of your staff members (if you have only 1 provider, his/her working time is the same as company's opening hours)
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::''Providers schedule'' - individual schedules for each of your staff members (if you have only 1 provider, his/her working time is the same as company's opening hours)
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::''Provider Special days'' - specific schedule for each of your staff, here you can, for example, enter specific days when relevant staff takes his/her holiday (if you have only 1 provider (staff), his/her working time is the same as company's special days)
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::''Services schedule'' - individual schedules for each of your services (if you have only 1 service, its working time is the same as company's opening hours)
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:7. '''[[Booking_reports| Reports]]''' tab consists different kinds of statistics you may wish to analyze and [[Remove_Elements_from_booking_page#Reviews| reviews]] from your clients
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::''Classes schedule'' - appears when [[Custom_Features#Classes| Classes]] custom feature is switched on. Allows to set  individual schedules for each of your classes.
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:7. '''[[Booking_reports| Reports]]''' tab contains different kinds of statistics you may wish to analyze and [[Remove_Elements_from_booking_page#Reviews| reviews]] from your clients
 
:8. '''[[Custom_Features|Custom Features]]'''. Custom Features are used to enhance the system and customize it in line with your needs. Please see the list of all [[Custom_Features|Custom Features and their function here]].
 
:8. '''[[Custom_Features|Custom Features]]'''. Custom Features are used to enhance the system and customize it in line with your needs. Please see the list of all [[Custom_Features|Custom Features and their function here]].
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:9. '''Settings'''. You can discover more about different types of settings by pressing the "i" signs above and to the right of each setting. the See all [[Settings|questions related to settings here]].
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:9. '''Settings''' section allows to set varoius general options for your account starting from date format and notifications templates to website widgets creation. You can discover more about different types of settings by pressing the "i" signs on left side of each option there.
 
:9. '''[https://simplybook.me/en/pricing Plans&Prices]'''.  
 
:9. '''[https://simplybook.me/en/pricing Plans&Prices]'''.  
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::''[[My_subscription_and_how_to_renew| Subscriptions]]''. Here you can view different tariffs and purchase subscriptions.
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::''[[My_subscription_and_how_to_renew| Subscriptions]]''. Here you can view different tariffs available for you and purchase subscriptions.
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::''Additional items''. Here you can purchase SMS credits, additional bookings and Custom features.
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::''Additional items''. Here you can purchase SMS credits, iBob credits, additional bookings and Custom features.

Revision as of 12:14, 14 May 2018



After you have registered your account with SimplyBook.me, the next step is to organize your working schedule, configure providers, services and plenty of other stuff. When you create an account, the system automatically creates 2 pages for you: admin interface and booking page.

Admin interface is where you login and manage your bookings, settings, design etc. Clients have no access to that page. (Example)

center ‎‎

Booking Page is the interface for your clients. There, they can book your services and leave contact info. You can always access your booking page by clicking "My booking website" button in the upper right corner of your admin page. You will be transferred to the booking page and you can also send the url to your clients so that they can easily find your company. (Examples)

center‎

Layout and menu



1. Upper bar. Three-line button shows/hides the full menu on the left. Latest news are marked as green notifications. Messages are marked with red and notifications with yellow color. As well you can enable/disable browser notifications there.
2. The first tab you see is Dashboard. It contains statistics about your performance, your current subscription package, bookings, performers, clients activity, etc. By analyzing the information you can make inferences about your business and figure out what can be done to improve it. If you need to know more about each section, just press the "i" sign.
3. Welcome page allows you to check general information regarding your account such as links to admin and client pages, current subscription and balance. You can also find some useful video tutorials on how to set up the system .
4. Calendar is a section where you can add, edit and delete your bookings and quickly add break times.
5. Manage tab contains several sections:
Services - add, delete and edit services + create events
Providers - add, delete and edit providers
Clients - add, edit and delete clients
Users - add, edit and delete users.
Membership tab appears if you use Membership custom feature and allows you to create different kinds of memberships for your clients.
Promotions. To use this tab, you need to enable Simply Smart Promotions in the Custom Feature section and then you can use promotions to enhance your business.
Classes option appears when you enable Classes custom feature and allows to create classes. You can use classes option only or combine them with services. They will be displayed together on the booking site.
Intake forms tab can be seen when Intake forms custom feature is on. Here you can create additional questions you wish to ask your clients during the booking process.
Products for sale can be accessed when Products for Sale custom feature is switched on. This functionality allows you to create additional items to sell to the customers when they book.
Service Add-Ons tab will appear if you enable Serice Add-Ons feature. It is one more up-selling option to enhance your business.
Voice bookings tab allows to manage your voice booking bot settings when iBOB custom feature is on.
6. In the Time Settings you have the following sections:
Company Opening hours - regular schedule for your company on a weekly basis
Company Special days - here you can set up specific schedule or days off for your company, for example national holidays.
Providers schedule - individual schedules for each of your staff members (if you have only 1 provider, his/her working time is the same as company's opening hours)
Services schedule - individual schedules for each of your services (if you have only 1 service, its working time is the same as company's opening hours)
Classes schedule - appears when Classes custom feature is switched on. Allows to set individual schedules for each of your classes.
7. Reports tab contains different kinds of statistics you may wish to analyze and reviews from your clients
8. Custom Features. Custom Features are used to enhance the system and customize it in line with your needs. Please see the list of all Custom Features and their function here.
9. Settings section allows to set varoius general options for your account starting from date format and notifications templates to website widgets creation. You can discover more about different types of settings by pressing the "i" signs on left side of each option there.
9. Plans&Prices.
Subscriptions. Here you can view different tariffs available for you and purchase subscriptions.
Additional items. Here you can purchase SMS credits, iBob credits, additional bookings and Custom features.
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