Så här aktiverar/inaktiverar du bokningsaviseringar och justerar dina mallar

Gå till Inställningar -> E-post- och SMS-inställningar och markera/avmarkera motsvarande rutor för att skicka/inte skicka aviseringar. Du kan ändra texterna i aviseringarna så att de passar dina behov bättre genom att klicka på redigera mall, göra ändringar och spara systeminställningarna.

WhatsApp-meddelanden

Om du och dina kunder aktivt använder WhatsApp Messenger kan ni få bokningsrelaterade meddelanden där.

Hur man använder

1. Aktivera önskade typer av WhatsApp-meddelanden i Inställningar -> E-post- och SMS-inställningar

2. Köp WhatsApp-krediter i Planer och priser -> Abonnemang eller Tillägg beroende på om du vill att krediterna ska förnyas automatiskt med ditt abonnemang eller om du föredrar engångsköp.
(Du kan också se de meddelanden som har skickats från systemet samt antalet krediter som har använts i Rapporter -> SMS (txt-meddelanden) -> WhatsApp-aviseringar)

Observera! För att följa WhatsApps policy använder meddelanden förhandsgodkända mallar och kan inte anpassas. Dessa mallar täcker viktig information på ett tydligt och professionellt sätt.

Mobilapp för administratörer

Om du använder mobilappen för administratörer kan du få bokningsrelaterade meddelanden, såsom bokningsbekräftelser, påminnelser, bokningsändringar och avbokningar.
För att aktivera/inaktivera dessa meddelanden, gå till fliken Inställningar -> Hantera meddelanden i mobilappen för administratörer.

Hur man inaktiverar feedback

Du kan visa alla dina recensioner i fliken Rapporter -> Recensioner i menyn till vänster, radera eller svara på dem. Om du vill ta bort möjligheten att lämna en recension och inte skicka en begäran om feedback i Inställningar -> E-post- och SMS-inställningar -> Inställningar för e-post- och SMS-aviseringar -> ställ in Antal dagar tills begäran om feedback skickas till kunden på Inaktivera.

Anpassade funktioner relaterade till aviseringar

Följande anpassade funktioner har antingen egna meddelandetyper eller kan påverka de meddelanden som skickas av systemet:

Acceptera betalningar

Gör det möjligt att skicka:

Fakturor till kunder (e-postmall)
Meddelanden om misslyckade betalningar till kunder (e-postmall)
Meddelanden om misslyckade betalningar till företaget (e-postmall)

Alla dessa mallar kan redigeras i Anpassade funktioner -> Acceptera betalningar -> Inställningar -> E-postmallinställningar.

Läs mer om hur denna anpassade funktion används.

Flera bokningar

Har egna mallar för:

Bokningsbekräftelse till kund (mallar för e-post och SMS)
Påminnelse om bokning till kund (mallar för e-post och SMS)

Båda typerna tillämpas automatiskt när denna anpassade funktion är aktiverad och kunderna gör flera bokningar samtidigt med knappen Lägg till ytterligare en tjänst i kassan. Malltexterna kan justeras i Anpassade funktioner -> Flera bokningar -> på höger sida av sidan.

Läs mer om hur denna anpassade funktion används.

Gruppbokningar

Har särskilda mallar för följande typer:

Bokningsbekräftelse till kund (mallar för e-post och SMS)
Påminnelse om bokning till kund (mallar för e-post och SMS)
Bokningsbekräftelse till leverantör (mallar för e-post och SMS)
Påminnelse om bokning till leverantör (mallar för e-post och SMS)

De tillämpas automatiskt när denna anpassade funktion är aktiverad och kunden bokar en tid genom att välja flera deltagare i tjänstesteget i bokningsprocessen. Alla mallar kan justeras i Anpassade funktioner -> Gruppbokningar -> på höger sida av sidan.

Läs mer om hur denna anpassade funktion används.

Meddelandesystem för snabb bokning

Gör det möjligt att skicka påminnelser om att komma tillbaka till kunder som har bokat tidigare.
Mallarna kan ställas in i Anpassade funktioner -> Book Soon-aviseringssystem -> Inställningar -> Lägg till ny för att skapa en ny mall (e-post och SMS). Du kan skapa flera specifika mallar för vissa tjänster/leverantörer och de skickas när den angivna tiden har gått från kundens bokning.

Läs mer om hur denna anpassade funktion används.

Coupons & Gift cards

Can send specific notifications for the following cases when you are using this custom feature:

the client purchases a gift card on the booking website(Email and SMS templates)

This notification template can be enabled/disable and edited in Custom features -> Coupons & Gift cards -> on the right side of the page.

As well if you manually issue gift card or coupon to your client(s) the template that will be used in this case can be access in Manage -> Coupons&Gift Cards -> Issue the gift card / Send coupon message for the desired gift-card/coupon -> Send Email/Send SMS.

Read more about his custom feature use.

Client mobile app

In case this feature is enabled and the client has allowed notifications, the mobile application will send booking-related push notifications.
There is no place to edit the template, but you can view the notifications report in Reports -> Push notifications report.

Please note! You need to have enough push notifications credits to be able to send such notifications to clients

Read more about his custom feature use.

Client login

If you require the clients to sign in/sign up to be able to book the appointments or make purchases on your booking website and have Client login custom feature enabled,
there are three notification types that can be sent to your clients(they cannot be disabled):

new client registration(Email)
restore password(Email)
reset password or create client from admin interface(Email)

You can edit the templates in Custom features -> Client login -> on the right side of the page.

Read more about his custom feature use.

Membership

When you sell memberships on the booking website you may also need to notify your clients about the different points.
This custom feature allows to send:

membership activation notification(Email and SMS templates)
recurring payment notification(Email and SMS templates)
recurring payment error(Email and SMS templates)
recurring payment success(Email and SMS templates)
membership period end(Email and SMS templates)
membership expires today(Email and SMS templates)
membership expired notification(Email and SMS templates)

You can edit the templates, as well as enable/disable certain notification types in Custom features -> Membership -> on the right side of the page.

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Flexible notifications

This custom feature allows to customize the booking related notification per certain service/provider or both.
The following types can be used:

booking confirmation to client(Email and SMS templates)
booking confirmation to provider(Email and SMS templates)
reminder to client(Email and SMS templates)
reminder to provider(Email and SMS templates)
cancellation notification to client(Email and SMS templates)
cancellation notification for provider(Email and SMS templates)
booking change notification to client(Email and SMS templates)
booking change notification to provider(Email and SMS templates)
recurring event confirmation to client(Email and SMS templates)
recurring event confirmation to provider(Email and SMS templates)
batch cancellation notification to client(Email and SMS templates)
batch cancellation notification to provider(Email and SMS templates)
multiple bookings batch booking confirmation to client(Email and SMS templates)
multiple bookings event reminder to client(Email and SMS templates)
group bookings batch booking confirmation to client(Email and SMS templates)
group bookings batch booking confirmation to provider(Email and SMS templates)
group bookings reminder to client(Email and SMS templates)
group bookings reminder to provider(Email and SMS templates)

You can create all the desired templates in Custom features -> Flexible notifications -> Manage.

In case you need to enable/disable some of these notification types please navigate to Settings -> Email and SMS settings -> and use the table at the top of the page.
Please note! These are general booking notifications settings so if you turn some of them off it will also influence similar types related to other features(i.e. if you disable booking confirmations to providers there then common confirmations, as well as group, recurring batches confirmation notifications will become off)

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Packages

When you sell the packages of services/classes/products/service add-ons or issue the packages from admin side it is also possible to automatically send the clients the package activation notification(Email and/or SMS).
To edit the template text or enable/disable the notifications please navigate to Custom features -> Packages -> right side of the page.

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Tickets

By default the ticket is automatically sent to client email together with the corresponding service confirmation email.
But in case you are using online payments and allow to choose pay later option on the booking website and the client select it,
in this case the ticket will be sent with the separate email. As well you may wish to re-send the ticket to the client in certain cases(it is possible in Reports -> Tickets report). Both notification templates case be edited in Custom features -> Tickets -> on the right side or the page. There are Email types available only.

Read more about his custom feature use.

Custom email

Allows to customize the design of the email notifications to match your branding and taste.
To create your designs please go to Custom features -> Custom email -> Create template.

With the help of this custom feature you can influence the look of the following notification types:

common booking related notifications from Settings -> Email and SMS Settings;
invoices emails from accept payments custom feature;
group bookings custom feature notifications;
multiple bookings custom feature notifications;
client login custom feature notifications;
membership custom feature notifications;
packages custom feature notifications;
tickets custom feature notifications;
coupons & gift cards custom feature notifications
medical test custom feature notifications;
book soon notification system custom feature notifications.

This feature allows to test each notification type with the pre-created design.

The {{content}} tag that contains the booking/purchase information can be edited in the corresponding feature settings.

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SMTP

This feature allows you to use your own SMTP server for sending the emails.
It has only one template for testing this feature after you have entered the settings.
You can edit and use the test email template in Custom features -> SMTP -> on the right side of the page.

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Daily report

When you enable and set this custom feature it will automatically send the email report about new, upcoming and cancelled appointments to your company email address.
There is not template to edit as such, but you can adjust the items included in Custom features -> Daily report -> on the right side of the page.

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HIPAA

This is security-related custom feature and allows to send email notifications when somebody logs in to your system.
It does not contain any email template to be edited and can be enabled/disabled by adding/removing the email address in Custom features -> HIPAA -> right side of the page -> Notify email.

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Contact widget

As this custom feature allows to add a contact form to your booking website or create the contact button widget, there is also the email/SMS notification to company that is sent when somebody leaves a message on the booking site or widget so that you will be able to respond right away. There is no template to edit but you can disable such notifications in Settings -> Email and SMS settings -> Contact widget notifications.

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Medical test

When you are using this custom feature you definitely need to send the test results to patients' emails.
In Custom features -> Medical test -> on the right side of the page you can enable/disable or edit the following templates:

positive results(Email and SMS templates);
negative results(Email and SMS templates);
inconclusive results(Email and SMS templates).

In case you need to adjust the test result template please use Custom result template option above the templates.

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What are variables

Variables are elements that can be inserted in email and sms templates (Settings -> Email and SMS settings). These variables will denote the chosen item after the booking is made. For example you have 2 providers: Mary and John. In email template you insert text "You have booked a service with [provider]". If the client chose on the booking page provider Mary, they would receive the following text "You have booked a service with Mary", if they chose John, they would receive the text "You have booked a service with John."
You can always find the variables that can be used with the certain notification type near the template either on the right side of the page or in the popup that can be access by click on "Variables" button.

iCals and how to use them

In Settings -> Email and SMS settings you can check the box Attach iCal to e-mails and then emails will contain file of .isc format. After clicking that file, it will open in one of your calendars (Google calendar, iCalendar,etc)

Please note, that iCal files do not have set timezone so the time in that file will be displayed according to the IP address/device settings.

Clients/Providers do not receive notifications

Possible reasons: 1. Corresponding boxes in Settings -> Email and SMS settings are not checked.

2. Client/provider entered wrong email or phone.

3. Email went to junk (Spam) folder or to Social tab. Please check Whitelisting instructions here.

4. SMTP custom feature is not set correctly.

5. If sms are not coming, check your sms balance in Plans&Prices -> Subscriptions at the bottom of the page.

Clients/Providers receive wrong notifications

1. Please check if you have Multiple Bookings or Group Bookings Custom Feature enabled. These Custom Features have their own templates.

Multiple bookings template (Custom Features -> Multiple bookings -> on the right side of the page)

Group bookings template (Custom Features -> Group bookings -> on the right side of the page)

2. Check if you have Time Zone settings on in Settings -> Main configuration, in this case client may have selected wrong time zone and received notification in wrong time zone too.

Email whitelisting instructions

So here are a few things that you can do to make sure you get those all important emails from the team here at SimplyBook.me.

You can expect system notifications such as when your subscription is up for renewal, notices about bookings, and helpful information on various things such as how to get the most out of your SimplyBook.me service.

As great as technology is, it isn’t perfect, and sometimes email systems and internet service providers mistake legitimate email for spam. To ensure that you don’t miss important communication from us, please take the following steps:

Please whitelist any emails that come from the @simplybook.me domain.

Why? Because that tells your email service or program that you actually want emails from this domain, so that they can then make sure you get them.

How? Well, this differs between email services and programs but below you can see information about some of the main ones. If you aren’t using one of these, please refer to the help section for yourservice for information.