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

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{{#seo:
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|title=Adding services, providers and availability - SimplyBook.me
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|titlemode=append
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|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, setup, setup help, support, help content, add service, add services, create services, add providers, create provider, copy service, copy provider, add events, setup services, setup providers
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}}
  
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<br>
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:'''See video tutorial on adding services and service providers [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=JZ6RaaIN2J8&feature=youtu.be]]'''
 
<br>
 
<br>
 
==Adding services==
 
==Adding services==
 +
:Video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=rEwLLnFsM2A&feature=youtu.be]]
 +
===How to create a service===
 +
In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> button.
 
<br><br>
 
<br><br>
−
===How to create a service===
+
<nomobile>[[File:Create new service.png | center]]</nomobile>
 +
<mobileonly>[[File:M add new service.png | center]]</mobileonly>
 +
<br><br>
 +
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>
 
<br><br>
 
<br><br>
−
In Manage//Services press "+" icon.
+
<nomobile>[[File:Add service details.png | center]]</nomobile>
 +
<mobileonly>[[File:M add service details.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
−
[[File:Add service new.png | center]]
+
===How to clone a service===
 
<br><br>
 
<br><br>
−
In right-side menu insert the name of your service and write service description. <br>It is possible to use [[Custom_Features#HTML_Description_Field_for_Events | HTML formatting for service description]].<br>You can also upload picture of a service, and activate prices to [[Custom_Features#Accept_Payments | accept payments on-line]].
+
It may happen that you need to create several similar services with the same settings.
 +
Cloning option will definitely help you.<br>
 +
Please <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">select the service</span> you would like to make the copy of.
 +
[[File:Select the service.png | center]]
 
<br><br>
 
<br><br>
−
[[File:Service settings.png | center]]
+
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:Service clone button.png | center]]
 +
The following service settings will be copied:
 +
*service name
 +
*service description
 +
*service price if <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments | Accept payments feature]]</span> is enabled and set
 +
*service image
 +
*service schedule
 +
*<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Flexible_Notifications | Flexible Notifications feature]]</span> settings if enabled and set
 +
*<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Book_Soon_Notification_System | Book Soon Notification System feature]]</span> settings if enabled and set
 +
*<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Appointment_at_Fixed_Time | Appointment at Fixed Time feature]]</span> settings if enabled and set
 +
As the result, one more service will be added with <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clone</span> added to its name so that you will be able to easily see which services are the copies.<br>
 +
(You can edit these services names to adjust them to your needs in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Details</span> tab for the corresponding service)
 +
[[File:Service clone result.png | center]]
 
<br><br>
 
<br><br>
 
===How to set service duration===
 
===How to set service duration===
 
<br><br>
 
<br><br>
−
In Manage//Services in right-side menu choose “Time details” tab to set duration for your service.
+
In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> after the service selection on the right-side of the page choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Time details</span> tab to set duration for your service.
 
<br><br>
 
<br><br>
−
[[File:Service duration new.png | center]]
+
<nomobile>[[File:Time details path.png | center]]</nomobile>
 +
<mobileonly>[[File:M add service time details.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
−
It is possible to set service as [[Recurring_services(packs) | recurring]] here.
+
It is also possible to set service as <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Recurring_services(packs) | recurring]]</span> here.
 
<br><br>
 
<br><br>
−
[[File:Recurring new.png | center]]
+
<nomobile>[[File:Make service recurring.png | center]]</nomobile>
 +
<mobileonly>[[File:M make service recurring.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
−
As well you can set fixed starting times for your service. Please check more about Appointment at Fixed Time Custom Feature [[Custom_Features#Appointment_at_Fixed_Time | here]].
+
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>
 
<br><br>
 
<br><br>
 
===How to set specific schedule for service===
 
===How to set specific schedule for service===
 
<br><br>
 
<br><br>
−
In Manage//Services//Service schedule tab click on “Adjust availability hours for this service” to set
+
In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> -> select the service -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service schedule</span> tab move the sliders to set
−
open times for this service if it differs from usual company schedule.
+
open times for this service if it differs from usual company schedule.<br>
 +
Or click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Show advanced settings</span> if using the slots view is more convenient for you.
 
<br><br>
 
<br><br>
−
[[File:Service sxhedule new.png | center]]  
+
<nomobile>[[File: Edit service schedule.png | center]] </nomobile>
 +
<mobileonly>[[File:M set service schedule.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
−
If the service has the same schedule as company you do not have to change anything there, it will be applied automatically.
+
If the service has the same schedule as company you do not need to change anything there, it will be applied automatically.<br>
 +
You will be able to check it on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Advanced schedule</span> page.
 
<br><br>
 
<br><br>
−
[[File:Service schedule 2 new.png | center]]
+
<nomobile>[[File:Services - company schedule.png | center]]</nomobile>
 +
<mobileonly>[[File:M service advanced schedule- company default.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
−
If you need to set some exceptions in service schedule for holidays or other needs please choose “Special days” tab there and set times for desired dates.
+
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.
 
<br><br>
 
<br><br>
−
[[File:Service special days new.png | center]]
+
<nomobile>[[File: Service special days.png | center]]</nomobile>
 +
<mobileonly>[[File:M service special dayschedule.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
−
===How to set service as one-time event===
+
===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>
 
<br><br>
 
<br><br>
−
In Manage//Services press "+" icon, insert name of your service and set description. Save settings.<br>
+
<div style= "padding: 40px 30px; border-radius:20px; width: fit-content; width:-moz-max-content; background: #f1f6ff">'''''You may also need:'''''
−
Switch to “Service schedule” tab, close weekly schedule by setting all days as days off
+
*[[How_to_set_my_availability#I_have_both_schedules_for_services_and_for_providers|Schedules relations]]
 +
*[[Events_(services_on_particular_dates)|How to set service as one-time event]]
 +
*[[Service_Categories_custom_feature|How to group my services in categories]]
 +
*[[Intake_Forms_custom_feature|How to require additional information from clients at checkout]]
 +
*[[Limit_Bookings_custom_feature|How to limit bookings per service]]
 +
*[[Flexible_Notifications_custom_feature|How to set specific notifications per service]]
 +
*[[Coupons_and_Gift_Cards_custom_feature|How can I promote my service]]
 +
*[[Adjusting_notifications#How_to_enable.2Fdisable_bookings_notifications_and_adjust_your_templates|Default booking notifications]]
 +
*[[Time_and_date_settings|Time and date settings]]
 +
*[[Book_Soon_Notification_System_custom_feature|Add reminders to book again]]</div>
 
<br><br>
 
<br><br>
−
[[File:Event new 1 .png | center]]
+
 
 +
==Adding Providers==
 +
:Video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=rEwLLnFsM2A&feature=youtu.be]]
 +
===How to add a provider===
 
<br><br>
 
<br><br>
−
and click on “Special days” tab at the top, click on the dates that you want to open and set the schedule for these dates by clicking on the slots to make them available (green) or not available (grey).
+
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.
 
<br><br>
 
<br><br>
−
[[File:Event new 2 .png | center]]
+
<nomobile>[[File: Create new provider.png | center]]</nomobile>
 +
<mobileonly>[[File:M create new provider.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
−
===What if I need to group my services in categories===
+
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 provider, set <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">number of clients</span> he/she can serve at a time and write service provider <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">description.</span><br>You can also upload <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">picture</span> and set his/her <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">phone number and email address</span> if necessary. <br>Save settings.<br>
 +
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Phone number should be added in international format for SMS notifications to be sent correctly.</span>
 
<br><br>
 
<br><br>
−
In Manage//Services switch to “Service categories” tab and enable [[Custom_Features#Service_Categories | “Service Categories” Custom Feature]].
+
<nomobile>[[File: Add provider description new.png | center]]</nomobile>
 +
<mobileonly>[[File:M add provider description.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
−
[[File:Enable categories new.png | center]]
+
 
 +
===How to clone a provider===
 
<br><br>
 
<br><br>
−
To create a category click on “+” and choose “Add category” option there, set category name, description, add picture if necessary and set its position on the booking page. <br>Save settings.
+
It may happen that you need to create several similar providers with the same settings.
 +
Cloning option will definitely help you.<br>
 +
Please <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">select the provider</span> you would like to make the copy of.
 +
[[File:Select provider.png | center]]
 
<br><br>
 
<br><br>
−
[[File:Add category new 2.png | center]]
+
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:Provider clone button.png | center]]
 
<br><br>
 
<br><br>
−
Switch to “Category services” tab to attach services to this category”.
+
The following provider settings will be copied:
 +
*provider name
 +
*provider description
 +
*provider phone and email address
 +
*provider image
 +
*number of clients  provider can serve at a time
 +
*provider schedule
 +
*<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Calendar_Sync | Calendar Sync feature]]</span> settings if enabled and set
 +
*<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Flexible_Notifications | Flexible Notifications feature]]</span> settings if enabled and set
 +
*<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Book_Soon_Notification_System | Book Soon Notification System feature]]</span> settings if enabled and set
 
<br><br>
 
<br><br>
−
[[File:Attach services to category new.png | center]]
+
As the result, one more provider will be added with <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clone</span> added to its name so that you will be able to easily see which providers are the copies.<br>
 +
(You can edit these providers names to adjust them to your needs in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service provider details</span> tab for the corresponding provider)
 +
[[File:Provider clone result.png | center]]
 
<br><br>
 
<br><br>
−
===What if I need to require some additional information from my clients at checkout===
 
−
<br><br>
 
−
You can use [[Custom_Features#Intake_Forms | Intake Forms Custom Feature]].<br>
 
−
To enable it please switch to “Intake forms (questions)” tab and click on gray button.
 
−
<br><br>
 
−
[[File:Intake forms service.png | center]]
 
−
<br><br>
 
−
After it is activated click on “+” button to be redirected to page where you will be able to create necessary questions.
 
−
<br><br>
 
−
[[File:Form redirect.png | center]]
 
−
<br><br>
 
−
===How to limit bookings per service===
 
−
<br><br>
 
−
In Manage//Services switch to “More options” tab to enable [[Custom_Features#Limit_Bookings | “Limit bookings” Custom Feature]].<br>
 
−
Then put a limit for this service in corresponding box. Save settings.
 
−
<br><br>
 
−
[[File:Limit bookings new2.png | center]]
 
−
<br><br>
 
−
If you need to limit booking for the whole system please put desired limit in Custom features//Limit bookings//Settings.
 
−
<br><br>
 
−
===How to set specific notifications per service===
 
−
<br><br>
 
−
In Manage//Services switch to “More options” tab to enable [[Custom_Features#Flexible_Notifications | “Flexible notifications” Custom Feature]] and create necessary templates.
 
−
<br><br>
 
−
[[File:Flexible notif new.png | center]]
 
−
<br><br>
 
−
===How can I promote my service===
 
−
<br><br>
 
−
In Manage//Services switch to “More options” tab to enable [[Custom_Features#Simply_Smart_Promotions |  “Simply Smart Promotions” Custom Feature]] and create promotions to reward your clients.
 
−
<br><br>
 
−
[[File:Service promotion.png | center]]
 
−
<br><br>
 
−
===What else can I set with “More options” tab===
 
−
<br><br>
 
−
You can use it to get to general notifications settings, settings related to system maximum and minimum allowed time before service reservation and set reminders for your clients to book again with [[Custom_Features#Book_Soon_Notification_System| Book Soon Custom Feature]].
 
−
<br><br>
 
−
[[File:More options service new.png | center]]
 
−
<br><br>
 
−
 
−
 
  
−
==Adding Providers==
 
  
−
<br><br>
 
−
===How to add a provider===
 
−
<br><br>
 
−
In Manage//Providers press +" icon.
 
−
<br><br>
 
−
[[File:Add provider new.png | center]]
 
−
<br><br>
 
−
In right-side menu insert the name insert the name of your service provider, set number of clients he/she can serve at a time and write service provider description.<br>You can also upload picture and set his/her phone number and email address if necessary. <br>Save settings.
 
−
<br><br>
 
−
[[File:Provider settings new.png | center]]
 
−
<br><br>
 
 
===How to attach services to provider===
 
===How to attach services to provider===
 
<br><br>
 
<br><br>
−
In Manage//Providers switch to “Services, attached to this service provider” tab and check the boxes with services this provider will perform. <br>Save settings.
+
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> -> select the provider -> switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services, attached to this service provider</span> tab and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">check the boxes</span> with services this provider will perform. <br>Save settings.
 
<br><br>
 
<br><br>
−
[[File:Services attached new 1.png | center]]
+
<nomobile>[[File: Attach provider to services.png | center]]</nomobile>
−
[[File:Services attached new 2.png | center]]
+
<mobileonly>[[File:M attach services to provider.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
 
===How to set schedule for provider===
 
===How to set schedule for provider===
 
<br><br>
 
<br><br>
−
You can set regular schedule for providers in Manage//Providers, choose necessary provider on the left and switch to “Service provider schedule” tab. <br>For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by clicking on the corresponding slots to make them available (green)/not available (grey). <br>To make day of the week working/off press "Make working day"/ "Make day off" above the day of the week.
+
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.
 
<br><br>
 
<br><br>
−
[[File:Provider schedule new 1.png | center]]
+
<nomobile>[[File: Provider schedule v3.png | center]]</nomobile>
−
<br>
+
<mobileonly>[[File:M set provider schedule.png | center]]</mobileonly>
−
[[File:Provider schedule new 2.png | center]]
 
 
<br>
 
<br>
−
[[File:Provider schedule new 3.png | center]]
+
[[File:Provider schedule details.png | center]]
 
<br><br>
 
<br><br>
 
===How to set schedule for holidays and other specific dates===
 
===How to set schedule for holidays and other specific dates===
 
<br><br>
 
<br><br>
−
You can set schedule for some specific date for provider in Manage//Providers, choose necessary provider on the left and switch to “Service provider's special days” 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 (green)/not available (gray).
+
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).
−
<br><br>
 
−
[[File:Provider special days new.png | center]]
 
−
<br><br>
 
−
To make some date working/off-day, click on the date and press "Make working day"/ "Make day off" above the schedule that appears in pop-up. <br>
 
−
[[File:Special days settings new 1.png | center]]
 
−
<br><br>
 
−
If you need to remove special day settings for some date, click on the date and press red button "clear special day".
 
−
<br><br>
 
−
[[File:Special day setting new 2.png | center]]
 
−
<br><br>
 
−
===How can I sync provider’s bookings with Google or Outlook calendar===
 
 
<br><br>
 
<br><br>
−
You can enable [[Custom_Features#Calendar_Sync | Calendar Sync Custom Feature]] in Manage//Providers//Calendar sync tab and click on “Add new calendar” button to connect calendar. <br>
+
<nomobile>[[File:Provider special days v3.png | center]]</nomobile>
−
[[Custom_Features#Calendar_Sync |Here]] is more info how to use it.
+
<mobileonly>[[File:M provider special days.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
−
[[File:Google sync new.png | center]]<br>
+
To make some date working/off-day, click on the date and use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Is working day?</span> switcher near the schedule that appears in pop-up.<br>
−
[[File:Google sync new 2.png | center]]<br>
+
<nomobile>[[File: Special day editing.png | center]]</nomobile>
−
[[File:Google sync new 3.png | center]]
+
<mobileonly>[[File:M provider add special day.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
−
===What if my providers work on different locations===
+
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.
−
<br><br>
 
−
You can enable [[Custom_Features#Multiple_Locations | “Multiple Locations” Custom Feature]] in Manage//Providers//Service provider's locations tab, then click on “+” to create new location and choose “Add location option”, set location name, description, its position on the booking page and specify address if necessary. <br>Save settings.
 
−
<br><br>
 
−
[[File:Locations new 1.png | center]]<br>
 
−
[[File:Locations new 2.png | center]]<br>
 
−
[[File:Locations new 3.png | center]]<br>
 
−
[[File:Add location new.png | center]]
 
−
<br><br>
 
−
Switch to “Location providers” tab to attach providers to this location by checking corresponding boxes. Save settings.
 
−
<br><br>
 
−
[[File:Attach providers to location new.png  | center]]
 
−
<br><br>
 
−
===Can I give my provider access to the system===
 
−
<br><br>
 
−
If you wish to give access to the system for your providers to be able to manage their bookings please go to Manage//Providers and switch to “More option” tab. <br>There you can enable this feature and attach corresponding user to provider.<br> Save settings.<br>
 
−
[https://help.simplybook.me/index.php/Adding_other_users_to_the_system  Here] you can read more about system user rights.
 
−
<br><br>
 
−
[[File:Add user new.png | center]]
 
−
<br><br>
 
−
===What else can I set with “More options” tab===
 
−
<br><br>
 
−
You can set there a specific color for provider’s bookings in Calendar with [[Custom_Features#Provider.27s_Color_Coding | Providers Color Coding Custom Feature]].
 
−
<br><br>
 
−
[[File:Provider color.png | center]]
 
−
<br><br>
 
−
Set specific notifications related to this provider bookings with [[Custom_Features#Flexible_Notifications | Flexible Notifications Custom Feature]].
 
−
<br><br>
 
−
[[File:Flexible notifications new.png | center]]
 
−
<br><br>
 
−
Or set reminders to book again to your clients with [[Custom_Features#Book_Soon_Notification_System | Book Soon Custom Feature]].
 
−
 
 
−
<br><br>
 
−
[[File:Book soon new2.png | center]]
 
−
<br><br>
 
−
 
 
−
 
 
−
 
 
−
==Other service and provider related settings==
 
−
<br><br>
 
−
===I have both schedules for services and for providers===
 
−
<br><br>
 
−
If you have both schedules for services and for providers, then only intersection of available time for service and for provider will be available for booking. <br>For example, service is available 9-12, provider is available 11-17, then only time 11-12 will be available for booking because earlier provider is not working and no one can perform the service and later, the service is not available.
 
−
<br><br>
 
−
[[Adding_services,_providers_and_availability(new_interface)#How_to_set_specific_schedule_for_service | See instructions how to create schedules for services]]<br>
 
−
[[Adding_services,_providers_and_availability(new_interface)#How_to_set_schedule_for_provider | See instructions how to create schedules for providers]]
 
−
<br><br>
 
−
''Note!'' Providers'/Services' working hours should be within opening hours of the company! If you can't open specific times for provider/service, please open those times for the company first and then for provider/service.
 
−
<br><br>
 
−
===Opening hours vs special days===
 
−
<br>
 
−
There are 2 types of time settings:
 
−
<br><br>
 
−
'''Opening hours'''
 
−
<br>
 
−
It is regular schedule you have on a weekly basis. If you are the only provider, you can set it in Time Settings // Company opening hours. If you have several providers, you can set their regular schedule in Manage//Providers, choose necessary provider on the left and switch to “Service provider schedule” tab or in Time settings // Provider schedule. For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by clicking on the corresponding slots. To make day of the week working/off press "Make working day"/ "Make day off" above the day of the week.
 
−
<br><br>
 
−
[[File:Companyschedule.png | center]]
 
−
<br><br>
 
−
 
 
−
'''Special days'''
 
−
<br>
 
−
Contrary to Opening hours, which is regular schedule, Special Days is schedule by date. If you do not have regular schedule or plan one-time event, you can use Special days to open/close only specific dates. To set specific schedule for company (Time settings // Company special days) or provider (Manage//Providers, choose necessary provider on the left and switch to “Service provider's special days” tab or Time settings // Provider special days) click on the date and insert the schedule you need or make it a day off. This feature can be used if you plan to open in a months and want to prevent bookings until then (make all days off before the opening date) or to insert national holidays in your schedule. Special days of the company are highlighted with yellow, providers' and services’ special days are highlighted with red.
 
 
<br><br>
 
<br><br>
−
[[File:Company special days1.png | center]]
+
<nomobile>[[File: Clear special day.png | center]]</nomobile>
 +
<mobileonly>[[File:M provider clear special day.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
−
''Note!'' Providers'/Services' working hours should be within opening hours of the company! If you can't open specific times for provider/service, please open those times for the company first and then for provider/service.
+
<div style= "padding: 40px 30px; border-radius:20px; width: fit-content; width:-moz-max-content; background: #f1f6ff">'''''You may also need:'''''
 +
*[[How_to_set_my_availability#I_have_both_schedules_for_services_and_for_providers|Schedules relations]]
 +
*[[Calendar_Sync_custom_feature|How to sync provider’s bookings with Google or Outlook calendar]]
 +
*[[Multiple_Locations_custom_feature|How to add different working locations]]
 +
*[[Provider_Color_Coding_custom_feature|How to color code the provider appointments]]
 +
*[[Flexible_Notifications_custom_feature|How to set specific notifications per provider]]
 +
*[[Book_Soon_Notification_System_custom_feature|Add reminders to book again]]</div>
 
<br><br>
 
<br><br>

Latest revision as of 12:37, 9 August 2021



See video tutorial on adding services and service providers Youtube-Logo.png


Adding services

Video tutorial Youtube-Logo.png

How to create a service

In Manage -> Services press + button.

Create new service.png
M add new service.png



On the right-side of the page insert the name of your service and add service description.
It is possible to use HTML formatting for service description to change the font, its color, etc.
You can also upload picture of a service, and activate prices to accept payments on-line.

Add service details.png
M add service details.png



How to clone a service



It may happen that you need to create several similar services with the same settings. Cloning option will definitely help you.
Please select the service you would like to make the copy of.

Select the service.png



Click on Clone button in the top right corner, confirm the copying of the settings.

Service clone button.png

The following service settings will be copied:

As the result, one more service will be added with Clone added to its name so that you will be able to easily see which services are the copies.
(You can edit these services names to adjust them to your needs in Service Details tab for the corresponding service)

Service clone result.png



How to set service duration



In Manage -> Services after the service selection on the right-side of the page choose Time details tab to set duration for your service.

Time details path.png
M add service time details.png



It is also possible to set service as recurring here.

Make service recurring.png
M make service recurring.png



As well you can set fixed starting times for your service. Please check more about Appointment at Fixed Time Custom Feature here.

How to set specific schedule for service



In Manage -> Services -> select the service -> Service schedule tab move the sliders to set open times for this service if it differs from usual company schedule.
Or click on Show advanced settings if using the slots view is more convenient for you.

Edit service schedule.png
M set service schedule.png



If the service has the same schedule as company you do not need to change anything there, it will be applied automatically.
You will be able to check it on Advanced schedule page.

Services - company schedule.png
M service advanced schedule- company default.png



If you need to set some exceptions in service schedule for holidays or other needs please choose Special days tab there and set times for the desired dates.

Service special days.png
M service special dayschedule.png



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 Allow service to extend over closing hours to Yes in Settings -> Main configuration.



Adding Providers

Video tutorial Youtube-Logo.png

How to add a provider



In Manage -> Service Providers press + button.

Create new provider.png
M create new provider.png



On the right side of the page insert the name of your service provider, set number of clients he/she can serve at a time and write service provider description.
You can also upload picture and set his/her phone number and email address if necessary.
Save settings.
Please note! Phone number should be added in international format for SMS notifications to be sent correctly.

Add provider description new.png
M add provider description.png



How to clone a provider



It may happen that you need to create several similar providers with the same settings. Cloning option will definitely help you.
Please select the provider you would like to make the copy of.

Select provider.png



Click on Clone button in the top right corner, confirm the copying of the settings.

Provider clone button.png



The following provider settings will be copied:



As the result, one more provider will be added with Clone added to its name so that you will be able to easily see which providers are the copies.
(You can edit these providers names to adjust them to your needs in Service provider details tab for the corresponding provider)

Provider clone result.png




How to attach services to provider



In Manage -> Service Providers -> select the provider -> switch to Services, attached to this service provider tab and check the boxes with services this provider will perform.
Save settings.

Attach provider to services.png
M attach services to provider.png



How to set schedule for provider



You can set regular schedule for providers in Manage -> Service Providers, choose necessary provider on the left and switch to Service provider schedule tab.
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).
To make day of the week working/off use the switchers near days' names.

Provider schedule v3.png
M set provider schedule.png


Provider schedule details.png



How to set schedule for holidays and other specific dates



You can set schedule for some specific date for provider in Manage -> Service Providers, choose necessary provider on the left and switch to Service provider schedule tab, choose Show advanced settings option and then Special days tab.
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).

Provider special days v3.png
M provider special days.png



To make some date working/off-day, click on the date and use Is working day? switcher near the schedule that appears in pop-up.

Special day editing.png
M provider add special day.png



If you need to remove special day settings for some date, click on the date and press the clear special day button.

Clear special day.png
M provider clear special day.png





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