Custom Features/fr: Difference between revisions

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Vous pouvez également avoir besoin de :

*[[Popular_custom_features_by_business_category | TOP 10 des fonctionnalités personnalisées par catégorie d'activité]]

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;Comment utiliser

</div>

:1. Pour activer cette fonctionnalité, accédez à Fonctionnalités personnalisées page, Améliorations commerciales section, cliquez sur Accepter les dépôts et déplacez le sélecteur vers On position ou appuyez sur Activer bouton sur le côté droit de la page.

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-----------

</div>

[[File:Booking restriction plugin icon.png|left]]

</div>

This is an Anti-Fraud/Spam Protection feature. It enables administrators to limit the number of bookings that can be made from the same email, phone, and IP address. The feature provides various options, such as setting the maximum number of bookings, defining the time period in which these bookings can be made, and the ability to block or flag suspected fraudulent activities. This feature helps to prevent fraudulent or spammy bookings and protects the system's integrity, ensuring a smooth and trustworthy booking experience for legitimate customers.

</div>

;How to use

</div>

1. Enable Anti-Fraud/Spam Protection on your Custom features page -> Security & Data protection section.

[[File:Booking_restriction_plugin_enable_path.png|1200px|border|center|link=https://help.simplybook.me/images/5/53/Booking_restriction_plugin_enable_path.png]]

2. In the first Main configuration section you can decide on the error message text that will be shown on the client side if the limit is reached, enable Disallow disposable emails option if you would like to prohibit the use of such emails, add IP addresses that should be always allowed to book from(in case you plan to use limits by IP).

[[File:Booking restriction plugin settings 1.png|1200px|border|center|link=https://help.simplybook.me/images/f/f2/Booking_restriction_plugin_settings_1.png]]

3. The next section Limits allows you to set the specific limits by client(available with [[Special:MyLanguage/Client_Login_custom_feature|Client Login]] custom feature enabled only), by IP address, by email address or phone number. You can use any option or several of them at the same time.

'''Please note!''' If you have some IP addresses as whitelisted, the other limitations(by email, phone or client if they are set) will still apply for such client.

[[File:Booking restriction plugin settings 2.png|1200px|border|center|link=https://help.simplybook.me/images/f/fd/Booking_restriction_plugin_settings_2.png]]

4. When the limit is reached there will be the error message shown on the client side.

(default text used in the example below)

[[File:Booking restriction client side.png|1200px|border|center|link=https://help.simplybook.me/images/b/b2/Booking_restriction_client_side.png]]

-----------

</div>

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;How to use

:1. To switch this option on please click on "Enable" near the corresponding option on your Custom features page.

[[File:Contact widget enable path new cf.png | center]]

:2. Please choose "Settings" to set up the look of the widget and generate the necessary code.

[[File:Contact widget settings path new cf.png | center]]

:See the instructions [[Widgets_for_your_own_website#Booking_and_Contact_Button_Widget| how to add booking widget to your website]]

:3. To check received messages from your customers please go to Reports -> SMS(text messages) -> Contact widget

[[File:Contact widget report path new navigation.png|1200px| center]]

-------

</div>

;Comment utiliser

:1. Pour activer cette option, veuillez cliquer sur "Activer" près de l'option correspondante sur votre page de fonctionnalités personnalisées.

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• Si vous utilisez cette fonctionnalité avec [[Custom_Features#Multiple_Bookings | Réservations multiples]], [[Custom_Features#Group_Bookings | Réservations de groupe]] ou [[Recurring_services(packs) |services récurrents]] la réduction sera appliquée à l'ensemble de l'achat (toutes les sessions sélectionnées).

</div>

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;Comment utiliser

1. Enable this option on your Custom features page -> Adding more to the Booking Website category.

[[File:Google drive enable path.png|1200px|center]]

2. On the right side of the page you will see it settings. Click on Authorize to connect to your Google Drive and give the requested permissions.

[[File:Google drive auth path.png|1200px|center]]

3. After successful connection you will be able to see its status and use the link to the files folder on your Google Drive from the same Custom Features page.

[[File:Google drive authenticated.png|1200px|center]]

4. Navigate to Manage -> [[Intake_Forms_custom_feature|Intake forms]] or Manage -> [[Client_Fields_Custom_Feature|Client fields]] (or enable one or both features if needed) and create File Uploader - Google Drive form.

Make it obligatory or not depending on your needs.

[[File:Google drive field type.png|1200px|center]]

5. After you have created the desired forms the clients will be able to upload their files during the booking process ([[Intake_Forms_custom_feature|Intake forms]])

[[File:Cloud storage client side booking form.png|1200px|center]]

or sign up ([[Client_Fields_Custom_Feature|Client fields]])

[[File:Cloud storage client side sign up.png|1200px|center]]

6. From admin side you will be able to see and download the files either in the booking popup on the Calendar page if it is an [[Intake_Forms_custom_feature|intake form]]

[[File:Cloud storage booking management.png|1200px|center]]

or from Manage -> Clients -> edit the client record if you have it as a [[Client_Fields_Custom_Feature|client field]].

[[File:Cloud storage client management.png|1200px|center]]

And, for sure, you will be able to manually upload the files during the new booking or client record creation/editing from admin side if necessary.

7. If you are also using [[SOAP_with_Encryption_custom_feature| SOAP with Encryption]] custom feature you can also enable attaching the file in the SOAP feature settings on your Custom Features page.

[[File:File upload for soap enable.png|1200px|border|center|link=https://help.simplybook.me/images/9/98/File_upload_for_soap_enable.png]]

As the result you will have the corresponding form in Manage -> Clients -> SOAP info -> Attach a file.

[[File:File upload for soap upload form.png|1200px|border|center|link=https://help.simplybook.me/images/c/cf/File_upload_for_soap_upload_form.png]]

-------

</div>

1. Activez cette option sur votre Fonctionnalités personnalisées -> Ajout d'éléments supplémentaires au site Web de réservation Catégorie.

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

</div>

La fonction personnalisée de notifications flexibles vous permet de personnaliser les messages par service, par fournisseur ou en utilisant une combinaison de services et de fournisseurs. Cela signifie que certains services peuvent avoir un message différent du message général de rappel sortant pour d'autres services. Un certain fournisseur peut également souhaiter inclure des instructions différentes pour les clients qui réservent un certain service. La fonction personnalisée de notifications flexibles vous offre toute la flexibilité dont vous pourriez avoir besoin dans de tels cas !

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'''Comment utiliser:'''

:1. Pour activer cette option, rendez-vous sur votre page Fonctionnalités personnalisées et cliquez sur «Activer» près de l'option «Modules complémentaires de service».

[[File:Service add ons enable path newcf2.png |border| centre]]

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: si toutes les sélections ne correspondent pas aux choix, les clients recevront une erreur indiquant que le service ne peut pas être réservé.

[[File:Service add ons with duration client side unsupported timelines.png|border|center]]

</div>

'''Correlation with other custom features:'''

1- [[Custom_Features#Group_Bookings | Group Bookings]]. Number of items is multiplied to number of participants selected.

2- [[Custom_Features#Multiple_Bookings | Multiple bookings]]. Add-ons are selected separately for each booking.

'''Can I add the items that clients has selected to notification templates?'''

Sure, just add [attributes] variable to all necessary templates in Settings//Email and SMS settings and the list of products will be included to corresponding notifications

[[File:Add add-ons list to emails.png | center]]

--------

</div>

'''Corrélation avec d'autres fonctionnalités personnalisées :'''

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Avec l'aide de cette fonctionnalité personnalisée, vous pouvez créer des catégories et regrouper vos services pour permettre à vos clients de trouver plus facilement et plus rapidement le service nécessaire.

</div>

@@ Line 17: / Line 17: @@
+<div class="mw-translate-fuzzy">
 Vous pouvez également avoir besoin de :
 *[[Popular_custom_features_by_business_category | TOP 10 des fonctionnalités personnalisées par catégorie d'activité]]
@@ Line 113: / Line 114: @@
 <br><br>
 ;Comment utiliser
+</div>
 :1. Pour activer cette fonctionnalité, accédez à <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Fonctionnalités personnalisées</span> page, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Améliorations commerciales</span> section, cliquez sur <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accepter les dépôts</span> et déplacez le sélecteur vers <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">On</span> position ou appuyez sur <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Activer</span> bouton sur le côté droit de la page.
@@ Line 270: / Line 272: @@
 <br><br><br><br>
+<div class="mw-translate-fuzzy">
 -----------
+</div>
+<div lang="en" dir="ltr" class="mw-content-ltr">
+[[File:Booking restriction plugin icon.png|left]]
+</div>
+<div lang="en" dir="ltr" class="mw-content-ltr">
+This is an Anti-Fraud/Spam Protection feature. It enables administrators to limit the number of bookings that can be made from the same email, phone, and IP address. The feature provides various options, such as setting the maximum number of bookings, defining the time period in which these bookings can be made, and the ability to block or flag suspected fraudulent activities. This feature helps to prevent fraudulent or spammy bookings and protects the system's integrity, ensuring a smooth and trustworthy booking experience for legitimate customers.
+</div>
+<div lang="en" dir="ltr" class="mw-content-ltr">
+;How to use
+</div>
+<div lang="en" dir="ltr" class="mw-content-ltr">
+. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Anti-Fraud/Spam Protection</span> on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Security & Data protection</span> section.
+[[File:Booking_restriction_plugin_enable_path.png|1200px|border|center|link=https://help.simplybook.me/images/5/53/Booking_restriction_plugin_enable_path.png]]
+<br><br>
+. In the first <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Main configuration</span> section you can decide on the error message text that will be shown on the client side if the limit is reached, enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Disallow disposable emails</span> option if you would like to prohibit the use of such emails, add IP addresses</span> that should be always allowed to book from(in case you plan to use limits by IP).
+[[File:Booking restriction plugin settings 1.png|1200px|border|center|link=https://help.simplybook.me/images/f/f2/Booking_restriction_plugin_settings_1.png]]
+<br><br>
+. The next section <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Limits</span> allows you to set the specific limits by <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">client</span>(available with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Client_Login_custom_feature|Client Login]]</span> custom feature enabled only), by <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">IP address</span>, by <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">email address</span> or <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">phone number.</span> You can use any option or several of them at the same time.<br>
+<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' If you have some IP addresses as whitelisted, the other limitations(by email, phone or client if they are set) will still apply for such client.</span>
+[[File:Booking restriction plugin settings 2.png|1200px|border|center|link=https://help.simplybook.me/images/f/fd/Booking_restriction_plugin_settings_2.png]]
+<br><br>
+. When the limit is reached there will be the error message shown on the client side.
+(default text used in the example below)
+[[File:Booking restriction client side.png|1200px|border|center|link=https://help.simplybook.me/images/b/b2/Booking_restriction_client_side.png]]
+<br><br>
+<br><br>
+-----------
+</div>
@@ Line 731: / Line 770: @@
+<div lang="en" dir="ltr" class="mw-content-ltr">
+;How to use
+:1. To switch this option on please click on "Enable" near the corresponding option on your Custom features page.
+[[File:Contact widget enable path new cf.png | center]]
+<br><br>
+:2. Please choose "Settings" to set up the look of the widget and generate the necessary code.
+[[File:Contact widget settings path new cf.png | center]]
+<br><br>
+:See the instructions [[Widgets_for_your_own_website#Booking_and_Contact_Button_Widget| how to add booking widget to your website]]
+<br><br>
+:3. To check received messages from your customers please go to Reports -> SMS(text messages) -> Contact widget
+[[File:Contact widget report path new navigation.png|1200px| center]]
+<br><br>
+-------
+</div>
+<div class="mw-translate-fuzzy">
 ;Comment utiliser
 :1. Pour activer cette option, veuillez cliquer sur "Activer" près de l'option correspondante sur votre page de fonctionnalités personnalisées.
@@ Line 759: / Line 815: @@
      • Si vous utilisez cette fonctionnalité avec [[Custom_Features#Multiple_Bookings | Réservations multiples]], [[Custom_Features#Group_Bookings | Réservations de groupe]] ou [[Recurring_services(packs) |services récurrents]] la réduction sera appliquée à l'ensemble de l'achat (toutes les sessions sélectionnées).
 <br><br>
+</div>
@@ Line 1,184: / Line 1,241: @@
 ;Comment utiliser
+<div lang="en" dir="ltr" class="mw-content-ltr">
+. Enable this option on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Adding more to the Booking Website</span> category.
+[[File:Google drive enable path.png|1200px|center]]
+<br><br>
+. On the right side of the page you will see it settings. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Authorize</span> to connect to your Google Drive and give the requested permissions.
+[[File:Google drive auth path.png|1200px|center]]
+<br><br>
+. After successful connection you will be able to see its status and use the link to the files folder on your Google Drive from the same Custom Features page.
+[[File:Google drive authenticated.png|1200px|center]]
+<br><br>
+. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Intake_Forms_custom_feature|Intake forms]]</span> or <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Fields_Custom_Feature|Client fields]]</span> (or enable one or both features if needed) and create <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">File Uploader - Google Drive</span> form.
+Make it obligatory or not depending on your needs.
+[[File:Google drive field type.png|1200px|center]]
+<br><br>
+. After you have created the desired forms the clients will be able to upload their files during the booking process <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">([[Intake_Forms_custom_feature|Intake forms]])</span>
+[[File:Cloud storage client side booking form.png|1200px|center]]
+<br><br>
+or sign up <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">([[Client_Fields_Custom_Feature|Client fields]])</span>
+[[File:Cloud storage client side sign up.png|1200px|center]]
+<br><br>
+. From admin side you will be able to see and download the files either <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">in the booking popup</span> on the Calendar page if it is an <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Intake_Forms_custom_feature|intake form]]</span>
+[[File:Cloud storage booking management.png|1200px|center]]
+<br><br>
+or from <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">edit the client record</span> if you have it as a <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Fields_Custom_Feature|client field]].</span>
+[[File:Cloud storage client management.png|1200px|center]]
+<br><br>
+And, for sure, you will be able to manually upload the files during the new booking or client record creation/editing from admin side if necessary.
+<br><br>
+. If you are also using <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[SOAP_with_Encryption_custom_feature| SOAP with Encryption]]</span> custom feature you can also enable attaching the file in the SOAP feature settings on your Custom Features page.
+[[File:File upload for soap enable.png|1200px|border|center|link=https://help.simplybook.me/images/9/98/File_upload_for_soap_enable.png]]
+<br><br>
+As the result you will have the corresponding form in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span>  -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span>  -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SOAP info</span>  -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Attach a file.</span>
+[[File:File upload for soap upload form.png|1200px|border|center|link=https://help.simplybook.me/images/c/cf/File_upload_for_soap_upload_form.png]]
+<br><br><br><br>
+-------
+</div>
+<div class="mw-translate-fuzzy">
 . Activez cette option sur votre <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Fonctionnalités personnalisées</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Ajout d'éléments supplémentaires au site Web de réservation</span> Catégorie.
@@ Line 1,216: / Line 1,311: @@
 <br>
 [[File:Flexible notifications new icon.png|left]]
+</div>
 La fonction personnalisée de notifications flexibles vous permet de personnaliser les messages par service, par fournisseur ou en utilisant une combinaison de services et de fournisseurs. Cela signifie que certains services peuvent avoir un message différent du message général de rappel sortant pour d'autres services. Un certain fournisseur peut également souhaiter inclure des instructions différentes pour les clients qui réservent un certain service. La fonction personnalisée de notifications flexibles vous offre toute la flexibilité dont vous pourriez avoir besoin dans de tels cas !
@@ Line 2,523: / Line 2,619: @@
 '''Comment utiliser:'''
+<div class="mw-translate-fuzzy">
 :1. Pour activer cette option, rendez-vous sur votre page Fonctionnalités personnalisées et cliquez sur «Activer» près de l'option «Modules complémentaires de service».
 [[File:Service add ons enable path newcf2.png |border| centre]]
@@ Line 2,550: / Line 2,647: @@
 : si toutes les sélections ne correspondent pas aux choix, les clients recevront une erreur indiquant que le service ne peut pas être réservé.
 [[File:Service add ons with duration client side unsupported timelines.png|border|center]]
+</div>
+<div lang="en" dir="ltr" class="mw-content-ltr">
+<br><br>
+'''Correlation with other custom features:'''<br>
+- [[Custom_Features#Group_Bookings | Group Bookings]]. Number of items is multiplied to number of participants selected.<br>
+- [[Custom_Features#Multiple_Bookings | Multiple bookings]]. Add-ons are selected separately for each booking.
+<br><br>
+'''Can I add the items that clients has selected to notification templates?'''<br>
+Sure, just add [attributes] variable to all necessary templates in Settings//Email and SMS settings and the list of products will be included to corresponding notifications
+[[File:Add add-ons list to emails.png | center]]
+<br><br>
+--------
+</div>
+<div class="mw-translate-fuzzy">
 <br><br>
 '''Corrélation avec d'autres fonctionnalités personnalisées :'''<br>
@@ Line 2,567: / Line 2,679: @@
 Avec l'aide de cette fonctionnalité personnalisée, vous pouvez créer des catégories et regrouper vos services pour permettre à vos clients de trouver plus facilement et plus rapidement le service nécessaire.
 <br><br>
+</div>