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

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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>
 
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.
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[https://help.simplybook.me/index.php/Adding_other_users_to_the_system Here] you can read more about system user rights.
 
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[[File:Add user new.png | center]]
 
[[File:Add user new.png | center]]

Revision as of 13:09, 11 August 2017


Adding services



How to create a service



In Manage//Services press "+" icon.

Add service new.png



In right-side menu insert the name of your service and write service description.
It is possible to use HTML formatting for service description.
You can also upload picture of a service, and activate prices to accept payments on-line.

Service settings.png



How to set service duration



In Manage//Services in right-side menu choose “Time details” tab to set duration for your service.

Service duration new.png



It is possible to set service as recurring here.

Recurring new.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//Service schedule tab click on “Adjust availability hours for this service” to set open times for this service if it differs from usual company schedule.

Service sxhedule new.png



If the service has the same schedule as company you do not have to change anything there, it will be applied automatically.

Service schedule 2 new.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 desired dates.

Service special days new.png



How to set service as one-time event



In Manage//Services press "+" icon, insert name of your service and set description. Save settings.
Switch to “Service schedule” tab, close weekly schedule by setting all days as days off

Event new 1 .png



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).

Event new 2 .png



What if I need to group my services in categories



In Manage//Services switch to “Service categories” tab and enable “Service Categories” Custom Feature.

Enable categories new.png



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.
Save settings.

Add category new 2.png



Switch to “Category services” tab to attach services to this category”.

Attach services to category new.png



What if I need to require some additional information from my clients at checkout



You can use Intake Forms Custom Feature.
To enable it please switch to “Intake forms (questions)” tab and click on gray button.

Intake forms service.png



After it is activated click on “+” button to be redirected to page where you will be able to create necessary questions.

Form redirect.png



How to limit bookings per service



In Manage//Services switch to “More options” tab to enable “Limit bookings” Custom Feature.
Then put a limit for this service in corresponding box. Save settings.

Limit bookings new2.png



If you need to limit booking for the whole system please put desired limit in Custom features//Limit bookings//Settings.

How to set specific notifications per service



In Manage//Services switch to “More options” tab to enable “Flexible notifications” Custom Feature and create necessary templates.

Flexible notif new.png



How can I promote my service



In Manage//Services switch to “More options” tab to enable “Simply Smart Promotions” Custom Feature and create promotions to reward your clients.

Service promotion.png



What else can I set with “More options” tab



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 Book Soon Custom Feature.

More options service new.png




Adding Providers



How to add a provider



In Manage//Providers press +" icon.

Add provider new.png



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.
You can also upload picture and set his/her phone number and email address if necessary.
Save settings.

Provider settings new.png



How to attach services to provider



In Manage//Providers switch to “Services, attached to this service provider” tab and check the boxes with services this provider will perform.
Save settings.

Services attached new 1.png
Services attached new 2.png



How to set schedule for provider



You can set regular schedule for providers in Manage//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 clicking on the corresponding slots to make them available (green)/not available (grey).
To make day of the week working/off press "Make working day"/ "Make day off" above the day of the week.

Provider schedule new 1.png


Provider schedule new 2.png


Provider schedule new 3.png



How to set schedule for holidays and other specific dates



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.
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).

Provider special days new.png



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.

Special days settings new 1.png



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

Special day setting new 2.png



How can I sync provider’s bookings with Google or Outlook calendar



You can enable Calendar Sync Custom Feature in Manage//Providers//Calendar sync tab and click on “Add new calendar” button to connect calendar.
Here is more info how to use it.

Google sync new.png


Google sync new 2.png


Google sync new 3.png



What if my providers work on different locations



You can enable “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.
Save settings.

Locations new 1.png


Locations new 2.png


Locations new 3.png


Add location new.png



Switch to “Location providers” tab to attach providers to this location by checking corresponding boxes. Save settings.

Attach providers to location new.png



Can I give my provider access to the system



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.
There you can enable this feature and attach corresponding user to provider.
Save settings.
Here you can read more about system user rights.

Add user new.png



What else can I set with “More options” tab



You can set there a specific color for provider’s bookings in Calendar with Providers Color Coding Custom Feature.

Provider color.png



Set specific notifications related to this provider bookings with Flexible Notifications Custom Feature.

Flexible notifications new.png



Or set reminders to book again to your clients with Book Soon Custom Feature.



Book soon new2.png




Other service and provider related settings



I have both schedules for services and for providers



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.
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.

See instructions how to create schedules for services
See instructions how to create schedules for providers

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.

Opening hours vs special days


There are 2 types of time settings:

Opening hours
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.

Companyschedule.png



Special days
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.

Company special days1.png



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.