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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:'''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==
−
<br><br>
+
:Video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=rEwLLnFsM2A&feature=youtu.be]]
 
===How to create a service===
 
===How to create a service===
−
<br><br>
+
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.
−
:'''See video tutorial ''[https://www.youtube.com/watch?v=rEwLLnFsM2A&feature=youtu.be here]'''''
 
−
<br><br>
 
−
In Manage//Services press "+" icon.
 
 
<br><br>
 
<br><br>
 
<nomobile>[[File:Create new service.png | center]]</nomobile>
 
<nomobile>[[File:Create new service.png | center]]</nomobile>
 
<mobileonly>[[File:M add new service.png | center]]</mobileonly>
 
<mobileonly>[[File:M add new service.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
−
In right-side menu insert the name of your service and add service description. <br>It is possible to use [[Custom_Features#HTML_Description_Field_for_Events | HTML formatting for service description]] to change the font, its color, etc.<br>You can also upload picture of a service, and activate prices to [[Custom_Features#Accept_Payments | accept payments on-line]].
+
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>
 
<nomobile>[[File:Add service details.png | center]]</nomobile>
 
<nomobile>[[File:Add service details.png | center]]</nomobile>
Line 21: Line 26:
 
It may happen that you need to create several similar services with the same settings.
 
It may happen that you need to create several similar services with the same settings.
 
Cloning option will definitely help you.<br>
 
Cloning option will definitely help you.<br>
−
Please select the service you would like to make the copy of.
+
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]]
 
[[File:Select the service.png | center]]
 
<br><br>
 
<br><br>
−
Click on "Clone" button in the top right corner, confirm the copying of the settings.
+
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]]
 
[[File:Service clone button.png | center]]
 
The following service settings will be copied:
 
The following service settings will be copied:
 
*service name
 
*service name
 
*service description
 
*service description
−
*service price if [[Custom_Features#Accept_Payments | Accept payments feature]] is enabled and set
+
*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 image
 
*service schedule
 
*service schedule
−
*[[Custom_Features#Flexible_Notifications | Flexible Notifications feature]] 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
−
*[[Custom_Features#Book_Soon_Notification_System | Book Soon Notification System feature]] 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
−
*[[Custom_Features#Appointment_at_Fixed_Time | Appointment at Fixed Time feature]] 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 "Clone" added to its name so that you will be able to easily see which services are the copies.<br>
+
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 "Service Details" for the corresponding service)
+
(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]]
 
[[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>
 
<nomobile>[[File:Time details path.png | center]]</nomobile>
 
<nomobile>[[File:Time details path.png | center]]</nomobile>
 
<mobileonly>[[File:M add service time details.png | center]]</mobileonly>
 
<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>
 
<nomobile>[[File:Make service recurring.png | center]]</nomobile>
 
<nomobile>[[File:Make service recurring.png | center]]</nomobile>
 
<mobileonly>[[File:M make service recurring.png | center]]</mobileonly>
 
<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 move the sliders 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.<br>
 
open times for this service if it differs from usual company schedule.<br>
−
Or click on "Show advanced settings" if using the slots view is more convenient for you.
+
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>
 
<nomobile>[[File: Edit service schedule.png | center]] </nomobile>
 
<nomobile>[[File: Edit service schedule.png | center]] </nomobile>
 
<mobileonly>[[File:M set service schedule.png | center]]</mobileonly>
 
<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.<br>
+
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 "Advanced schedule" section.
+
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>
 
<nomobile>[[File:Services - company schedule.png | center]]</nomobile>
 
<nomobile>[[File:Services - company schedule.png | center]]</nomobile>
 
<mobileonly>[[File:M service advanced schedule- company default.png | center]]</mobileonly>
 
<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>
 
<nomobile>[[File: Service special days.png | center]]</nomobile>
 
<nomobile>[[File: Service special days.png | center]]</nomobile>
 
<mobileonly>[[File:M service special dayschedule.png | center]]</mobileonly>
 
<mobileonly>[[File:M service special dayschedule.png | center]]</mobileonly>
−
<br><br>
 
−
===How to set service as one-time event===
 
−
<br><br>
 
−
In Manage//Services press "+" icon, insert name of your service and set description. Save settings.<br>
 
−
Switch to “Service schedule” tab, and enable the option "Do you want to set service on special days only?"
 
−
<br><br>
 
−
<nomobile>[[File: Special days only new.png | center]]</nomobile>
 
−
<mobileonly>[[File:M service special days only.png | center]]</mobileonly>
 
−
<br><br>
 
−
and use the calendar, click on the dates that you want to open and set the schedule for these dates by moving the sliders(bright blue zone is open time).
 
−
<br><br>
 
−
<nomobile>[[File: Special day setup.png | center]]</nomobile>
 
−
<mobileonly>[[File:M service special days times.png | center]]</mobileonly>
 
−
<br><br>
 
−
If you need to select several dates at once please switch on "Enable group dates selection?", select the dates to edit and click on "Setup schedule" to set the times.
 
−
<nomobile>[[File: Several dates at once.png | center]]</nomobile>
 
−
<mobileonly>[[File:M service group dates selection.png | center]]</mobileonly>
 
 
<br><br>
 
<br><br>
 
===How to set 24/7 or after 00.00 services===
 
===How to set 24/7 or after 00.00 services===
−
If your services cross midnight after you set up your availability make sure to set "Allow service to extend over closing hours" to "Yes" in Settings//Configuration.
+
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>
 
−
===What if I need to group my services in categories===
 
−
<br><br>
 
−
In Manage//Services switch to “Service categories” tab and enable [[Custom_Features#Service_Categories | “Service Categories” Custom Feature]].
 
−
<br><br>
 
−
<nomobile>[[File: Enable service categories.png | center]]</nomobile>
 
−
<mobileonly>[[File:M service categories enable from services.png | center]]</mobileonly>
 
−
<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.
 
−
<br><br>
 
−
<nomobile>[[File:Create new category.png | center]]</nomobile>
 
−
<mobileonly>[[File:M crate new category.png | center]]</mobileonly>
 
 
<br><br>
 
<br><br>
−
Switch to “Category services” tab to attach services to this category”.
+
<div style= "padding: 40px 30px; border-radius:20px; width: fit-content; width:-moz-max-content; background: #f1f6ff">'''''You may also need:'''''
−
<br><br>
+
*[[How_to_set_my_availability#I_have_both_schedules_for_services_and_for_providers|Schedules relations]]
−
<nomobile>[[File:Attach service to category.png | center]]</nomobile>
+
*[[Events_(services_on_particular_dates)|How to set service as one-time event]]
−
<mobileonly>[[File:M attach services to category.png | center]]</mobileonly>
+
*[[Service_Categories_custom_feature|How to group my services in categories]]
−
<br><br>
+
*[[Intake_Forms_custom_feature|How to require additional information from clients at checkout]]
−
===What if I need to require some additional information from my clients at checkout===
+
*[[Limit_Bookings_custom_feature|How to limit bookings per service]]
−
<br><br>
+
*[[Flexible_Notifications_custom_feature|How to set specific notifications per service]]
−
You can use [[Custom_Features#Intake_Forms | Intake Forms Custom Feature]].<br>
+
*[[Coupons_and_Gift_Cards_custom_feature|How can I promote my service]]
−
To enable it please switch to “Intake forms (questions)” tab and click on gray button.
+
*[[Adjusting_notifications#How_to_enable.2Fdisable_bookings_notifications_and_adjust_your_templates|Default booking notifications]]
−
<br><br>
+
*[[Time_and_date_settings|Time and date settings]]
−
<nomobile>[[File:Enable intake forms.png | center]]</nomobile>
+
*[[Book_Soon_Notification_System_custom_feature|Add reminders to book again]]</div>
−
<mobileonly>[[File:M intake forms enable from services.png | center]]</mobileonly>
 
−
<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>
 
−
<nomobile>[[File: Create new intake form.png | center]]</nomobile>
 
−
<mobileonly>[[File:M create new intake form from services.png | center]]</mobileonly>
 
−
<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>
 
−
<nomobile>[[File:Enable limit bookings.png | center]]</nomobile>
 
−
<mobileonly>[[File:M limit bookings enable from services.png | center]]</mobileonly>
 
−
<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>
 
−
<nomobile>[[File: Enable flexible notifications.png | center]]</nomobile>
 
−
<mobileonly>[[File:M flexible notifications enable from services.png | center]]</mobileonly>
 
−
<br><br>
 
−
===How can I promote my service===
 
−
<br><br>
 
−
In Manage//Services switch to “More options” tab to enable [[Custom_Features#Rewards_and_Referrals | “Rewards and Referrals” Custom Feature]] and create promotions to reward your clients.
 
−
<br><br>
 
−
<nomobile>[[File: Enable promotions.png | center]]</nomobile>
 
−
<mobileonly>[[File:M rewards and referrals enable from services.png | center]]</mobileonly>
 
 
<br><br>
 
<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>
 
−
<nomobile>[[File:More options possibilities - services.png | center]]</nomobile>
 
−
<mobileonly>[[File:M more options possibilities.png | center]]</mobileonly>
 
−
<br><br>
 
−
 
−
 
  
 
==Adding Providers==
 
==Adding Providers==
−
 
+
:Video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=rEwLLnFsM2A&feature=youtu.be]]
−
<br><br>
 
 
===How to add a provider===
 
===How to add a provider===
 
<br><br>
 
<br><br>
−
:'''See video tutorial ''[https://www.youtube.com/watch?v=rEwLLnFsM2A&feature=youtu.be here]'''''
+
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>
 
−
In Manage//Service Providers press +" icon.
 
 
<br><br>
 
<br><br>
 
<nomobile>[[File: Create new provider.png | center]]</nomobile>
 
<nomobile>[[File: Create new provider.png | center]]</nomobile>
 
<mobileonly>[[File:M create new provider.png | center]]</mobileonly>
 
<mobileonly>[[File:M create new provider.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
−
In right-side menu 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>
+
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>
−
'''Please note!''' Phone number should be added in international format for SMS notifications to be sent correctly.
+
<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>
 
<nomobile>[[File: Add provider description new.png | center]]</nomobile>
 
<nomobile>[[File: Add provider description new.png | center]]</nomobile>
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It may happen that you need to create several similar providers with the same settings.
 
It may happen that you need to create several similar providers with the same settings.
 
Cloning option will definitely help you.<br>
 
Cloning option will definitely help you.<br>
−
Please select the provider you would like to make the copy of.
+
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]]
 
[[File:Select provider.png | center]]
 
<br><br>
 
<br><br>
−
Click on "Clone" button in the top right corner, confirm the copying of the settings.
+
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]]
 
[[File:Provider clone button.png | center]]
 
<br><br>
 
<br><br>
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*number of clients  provider can serve at a time
 
*number of clients  provider can serve at a time
 
*provider schedule
 
*provider schedule
−
*[[Custom_Features#Calendar_Sync | Calendar Sync feature]] settings if enabled and set
+
*<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Calendar_Sync | Calendar Sync feature]]</span> settings if enabled and set
−
*[[Custom_Features#Flexible_Notifications | Flexible Notifications feature]] 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
−
*[[Custom_Features#Book_Soon_Notification_System | Book Soon Notification System feature]] 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>
−
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.<br>
+
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 "Service provider details" for the corresponding provider)
+
(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]]
 
[[File:Provider clone result.png | center]]
 
<br><br>
 
<br><br>
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===How to attach services to provider===
 
===How to attach services to provider===
 
<br><br>
 
<br><br>
−
In Manage//Service 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>
 
<nomobile>[[File: Attach provider to services.png | center]]</nomobile>
 
<nomobile>[[File: Attach provider to services.png | center]]</nomobile>
Line 213: Line 146:
 
===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//Service 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 moving the sliders to desired positions(bright blue line will mean available time). <br>To make day of the week working/off use the switchers near days' names.
+
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>
 
<nomobile>[[File: Provider schedule v3.png | center]]</nomobile>
 
<nomobile>[[File: Provider schedule v3.png | center]]</nomobile>
Line 222: Line 155:
 
===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//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. <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).
+
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>
 
<br><br>
 
<nomobile>[[File:Provider special days v3.png | center]]</nomobile>
 
<nomobile>[[File:Provider special days v3.png | center]]</nomobile>
 
<mobileonly>[[File:M provider special days.png | center]]</mobileonly>
 
<mobileonly>[[File:M provider special days.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
−
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. <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>
 
<nomobile>[[File: Special day editing.png | center]]</nomobile>
 
<nomobile>[[File: Special day editing.png | center]]</nomobile>
 
<mobileonly>[[File:M provider add special day.png | center]]</mobileonly>
 
<mobileonly>[[File:M provider add special day.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
−
If you need to remove special day settings for some date, click on the date and press white button "clear special day".
+
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>
 
<br><br>
 
<nomobile>[[File: Clear special day.png | center]]</nomobile>
 
<nomobile>[[File: Clear special day.png | center]]</nomobile>
 
<mobileonly>[[File:M provider clear special day.png | center]]</mobileonly>
 
<mobileonly>[[File:M provider clear special day.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
−
===How can I sync provider’s bookings with Google or Outlook calendar===
+
<div style= "padding: 40px 30px; border-radius:20px; width: fit-content; width:-moz-max-content; background: #f1f6ff">'''''You may also need:'''''
−
<br><br>
+
*[[How_to_set_my_availability#I_have_both_schedules_for_services_and_for_providers|Schedules relations]]
−
You can enable [[Custom_Features#Calendar_Sync | Calendar Sync Custom Feature]] in Manage//Service Providers//More options and click on “Calendar sync options” button to connect calendar. <br>
+
*[[Calendar_Sync_custom_feature|How to sync provider’s bookings with Google or Outlook calendar]]
−
[[Custom_Features#Calendar_Sync |Here]] is more info how to use it.
+
*[[Multiple_Locations_custom_feature|How to add different working locations]]
−
<br><br>
+
*[[Provider_Color_Coding_custom_feature|How to color code the provider appointments]]
−
<nomobile>[[File: Enable calendar sync.png | center]]</nomobile>
+
*[[Flexible_Notifications_custom_feature|How to set specific notifications per provider]]
−
<mobileonly>[[File:M enable calendar sync from provider page.png | center]]</mobileonly><br>
+
*[[Book_Soon_Notification_System_custom_feature|Add reminders to book again]]</div>
−
<nomobile>[[File:Calendar sync setup path.png | center]]</nomobile>
 
−
<mobileonly>[[File:M provider calendar sync option.png | center]]</mobileonly>
 
−
<br>
 
−
<br><br>
 
−
===What if my providers work on different locations===
 
−
<br><br>
 
−
You can enable [[Custom_Features#Multiple_Locations | “Multiple Locations” Custom Feature]] in Manage//Service 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>
 
−
<nomobile>[[File:Enable locations.png | center]]</nomobile>
 
−
<mobileonly>[[File:M enable locations from provider page.png | center]]</mobileonly>
 
−
<br>
 
−
<nomobile>[[File:Create new location.png | center]]</nomobile>
 
−
<mobileonly>[[File:M create locations from provider page.png | center]]</mobileonly>
 
−
<br>
 
−
<nomobile>[[File:Creating location.png | center]]</nomobile>
 
−
<mobileonly>[[File:M add locationdetails.png | center]]</mobileonly>
 
−
<br><br>
 
−
Switch to “Location providers” tab to attach providers to this location by checking corresponding boxes. Save settings.
 
−
<br><br>
 
−
<nomobile>[[File: Attach providers to location v3.png | center]]</nomobile>
 
−
<mobileonly>[[File:M attach providers to location.png | center]]</mobileonly>
 
−
<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>
 
−
<nomobile>[[File:More options - provider color coding.png | center]]</nomobile>
 
−
<mobileonly>[[File:M more options-provider color coding.png | center]]</mobileonly>
 
−
<br><br>
 
−
Set specific notifications related to this provider bookings with [[Custom_Features#Flexible_Notifications | Flexible Notifications Custom Feature]].
 
−
<br><br>
 
−
<nomobile>[[File:More options- flex notifications.png | center]]</nomobile>
 
−
<mobileonly>[[File:M more options-flexible notifications.png | center]]</mobileonly>
 
−
<br><br>
 
−
Or set reminders to book again to your clients with [[Custom_Features#Book_Soon_Notification_System | Book Soon Custom Feature]].
 
−
 
 
−
<br><br>
 
−
<nomobile>[[File:More options - book soon.png | center]]</nomobile>
 
−
<mobileonly>[[File:M more options-book soon.png | center]]</mobileonly>
 
−
<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>
 
−
'''Please 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 a 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//Service Providers, choose the 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 moving the sliders or clicking on the corresponding slots(if you are using the advanced view). To make the day of the week working/off use the switcher near the corresponding weekday name.
 
−
<br><br>
 
−
<nomobile>[[File:Company week schedule.png | center]]</nomobile>
 
−
<mobileonly>[[File:M company weekly schedule.png | center]]</mobileonly>
 
−
<br><br>
 
−
 
 
−
'''Special days'''
 
−
<br>
 
−
Contrary to Opening hours, which is regular schedule, Special Days is the 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//Service Providers, choose necessary provider on the left and switch to “Service provider schedule” tab//Show advanced settings//Special days or go to Time settings // Provider schedule//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 month, for example, 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>
 
−
<nomobile>[[File:Special days view.png | center]]</nomobile>
 
−
<mobileonly>[[File:M company special days.png | center]]</mobileonly>
 
−
<br><br>
 
−
'''Please 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>
 
<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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