Difference between revisions of "Bookings on Facebook"

From SimplyBook.me
 
(9 intermediate revisions by the same user not shown)
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<br><br>
 
<br><br>
==Call-to-action button for facebook fan page==
+
__TOC__
 +
=Facebook and Instagram Bookings Custom Feature=
 +
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px; font-weight: bold;">Please note!</span><br>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It is possible to connect booking option to Facebook Business and Instagram Business pages. This functionality cannot be added to a personal page.</span><br>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">The booking option is not shown on desktop Instagram version and can be used via mobile apps only.</span><br>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Bookingtroll theme is used for the booking widget by default. If you wish to change the styling please upgrade to Premium to select the desired theme and be able to use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Custom_CSS|Custom CSS]]</span> adjustments.</span><br>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">The widget look may differ depending on Facebook preferences for different devices and applications</span><br>
 
<br><br>
 
<br><br>
:1. Go to your Page’s cover photo and click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+ Add a Button</span>
+
:'''Video tutorial available '''[[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=9o5fJkZD384&feature=youtu.be]]
<br>
+
<br><br>
<nomobile>[[File:Fb add button.png | center]]</nomobile>
+
==How to add and use booking option to Facebook/Instagram business page==
<mobileonly>[[File:M add booking button step 2 new.png | center]]</mobileonly>
 
 
<br><br>
 
<br><br>
:2. Choose your call-to-action, then select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Link to website</span> option and enter the URL for your booking site.
+
:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook & Instagram Bookings</span> custom feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page.
<br>
+
[[File:Facebook and insta bookings enable path.png | border| center]]
[[File:Fb book now option.png| border|center]]
 
 
<br><br>
 
<br><br>
:3. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Finish</span> and you will get the button <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book Now</span> as a result, so that your clients will be able to click on it, go to your booking site and book your services.
+
:2. Login to your Facebook/Instagram business account(s) in another browser tab.
<nomobile>[[File:Add booking button result.png | center]]</nomobile>
 
<mobileonly>[[File:M add booking button result.png | center]]</mobileonly>
 
 
 
 
<br><br>
 
<br><br>
==Facebook chat bot==
+
:3. Go back to SimplyBook.me interface and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> near <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook & Instagram Bookings.</span>
 +
[[File:Facebook and insta bookings settings path.png|border|center]]
 
<br><br>
 
<br><br>
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Facebook bot works in English only and provides only basic functionality, so for example <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept_payments_custom_feature|payments]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Login_custom_feature|client login]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Membership_custom_feature|memberships]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Approve_Bookings_custom_feature|approve bookings]]</span>, etc. are not working there.<br>
+
:4. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Connect with Facebook</span> button on the page you see.
Contact support for more details.</span>
+
[[File:Facebook and insta bookings settings overview.png |border|center]]
 
<br><br>
 
<br><br>
:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook Bot</span> custom feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page.
+
:5. You will be redirected to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook</span> interface to manage the permissions and connection to SimplyBook.me.<br>
[[File:Facebook bot enable v3.png | center]]
+
:Please follow the steps 1-5 displayed below.<br>
 +
:(If you have Instagram business profile connected to your Facebook business page you will be able to connect it there as well <br>
 +
:and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book</span> button will automatically appear there)
 +
[[File:Facebook and insta new steps.png|border|center]]
 
<br><br>
 
<br><br>
:2. Choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> near it to see basic instructions.
+
:6. Now you will have your services shown on your Facebook page with <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book</span> buttons next to them or <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book now</span> button under the page banner that will redirect your clients to your booking site.<br>
[[File: Facebook bot settings path.png | center]]
+
:(the representation options depend on your Facebook business page)
 +
[[File:Facebook and insta new result.png|border|center]]
 
<br><br>
 
<br><br>
:3. Log into the <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://developers.facebook.com/ Facebook Developer Console]. </span>
+
:7. You can also add booking option to your Facebook page posts so that the customers will be able to quickly book your services.
[[File:Facebook developers login new.png | center]]
+
[[File:Facebook and insta new add booking to post.png|border|center]]
 
<br><br>
 
<br><br>
:4. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">My Apps</span> in the upper right-hand corner and choose to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add a New App"</span>
 
[[File:Fb create new app.png | center]]
 
 
<br><br>
 
<br><br>
:5. Enter a name and contact email address and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Create App ID.</span>
 
[[File:Create new app id new.png | center]]
 
 
<br><br>
 
<br><br>
:6. On the next page you will see scenarios. Please skip this step.
 
[[File:Fb bot skip step.png | center]]
 
 
<br><br>
 
<br><br>
:7. Add all basic information about your company and bot, required links, an icon as well as GDPR related information if necessary.
+
==How to remove Book button from Facebook/Instagram pages==
[[File:Fb bot add basic details.png | center]]
 
 
<br><br>
 
<br><br>
:8. Then please click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> near <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Products</span> on the left-side.
+
:1. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook & Instagram Bookings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> on SimplyBook.me side.
[[File:Fb bot products path.png | center]]
+
[[File:Facebook and insta bookings settings path.png|boredr|center]]
 
<br><br>
 
<br><br>
:9. Scroll the page you see a little bit and click the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Set Up</span> button for the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Messenger</span> option.
+
:2. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Logout</span> at the top of the page.
[[File:Fb bot messenger path.png | center]]
+
[[File:Facebook and insta new logout.png|border|center]]
 
<br><br>
 
<br><br>
:10. Under the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Token Generation</span> section, choose one of your Facebook pages, copy the token you get.
+
==How to add and use booking option on Instagram only==
[[File:Fb bot token copy.png | center]]
 
 
<br><br>
 
<br><br>
:If you see the following error while selecting the page you may need to edit the permissions.
+
:1. Open your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Instagram</span> mobile application and login to your business page.
[[File:Fb bot error permissions.png | border|center]]
 
 
<br><br>
 
<br><br>
[[File:Permission steps facebook.png |border|center]]
+
:2. Navigate to your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">profile</span> and select to edit it.
 
<br><br>
 
<br><br>
:11. Then <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Page Access Token</span> will be generated. Enter it in Simplybook.me <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook bot settings.</span>
+
:3. Follow the steps 1-8 below to add <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book</span> button that will lead the customers to your booking site:
[[File:Fb bot token paste.png | center]]
+
[[File:Insta setup.png|border|center]]
 
<br><br>
 
<br><br>
:12. Click the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Setup Webhooks</span> button under the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Webhooks</span> section and enter <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Callback URL</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Verify token</span> copied from SimplyBook.me <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook Bot feature settings.</span>
 
[[File:Fb bot setup webhooks.png | center]]
 
 
<br><br>
 
<br><br>
:13. Check the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">messages</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">messaging_postbacks</span> options under <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Subscription Fields.</span>
+
==How to remove Book option from Instagram business page==
[[File:Fb bot setup webhooks step 2.png | center]]
 
 
<br><br>
 
<br><br>
:14. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Verify and Save</span> button.
+
:1. Open your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Instagram</span> mobile application and navigate to editing your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">profile.</span><br>
:15. Scroll to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">App Review for Messenger</span> block, select the first option <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">pages_messaging</span> and add the details requested there.
+
:Follow the steps 1-5 below to remove <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book</span> button:
[[File:Pages messaging add.png | center]]
+
[[File:Insta button removal.png|border|center]]
 
<br><br>
 
<br><br>
[[File:Fb bot submission step 1.png | center]]
 
 
<br><br>
 
<br><br>
:16. Complete the steps you see in the pop-up.(the steps may be changed by Facebook with time)
+
 
[[File:Fb but submit for review.png | center]]
+
=Call-to-action button for Facebook fan page=
 
<br><br>
 
<br><br>
:17. Submit your app for review.
+
:1. Go to your Page’s cover photo and click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+ Add a Button</span>
[[File:Fb bot submission step 3.png | center]]
+
<br>
 +
<nomobile>[[File:Fb add button.png | center]]</nomobile>
 +
<mobileonly>[[File:M add booking button step 2 new.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
:18. You can also make your app live for approved users to test.
+
:2. Choose your call-to-action, then select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Link to website</span> option and enter the URL for your booking site.
:It will become available to all your page visitors after Facebook approval.
+
<br>
[[File:Fb bot make app public.png | center]]
+
[[File:Fb book now option.png| border|center]]
 
<br><br>
 
<br><br>
:19. It may take some time for Facebook to approve your application and your clients will be able to book using the chat bot.
+
:3. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Finish</span> and you will get the button <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book Now</span> as a result, so that your clients will be able to click on it, go to your booking site and book your services.
:Here you can see how approved request will look like<br>
+
<nomobile>[[File:Add booking button result.png | center]]</nomobile>
[[File:Bot approved.png | center]]
+
<mobileonly>[[File:M add booking button result.png | center]]</mobileonly>
 +
 
 
<br><br>
 
<br><br>
==Facebook widget==
+
=Facebook widget=
===How to add SimplyBook.me widget to your Facebook fan page===
+
==How to add SimplyBook.me widget to your Facebook fan page==
 
<br>
 
<br>
:1.You can add [https://simplybook.me SimplyBook.me] functionality to Facebook fan page (only to fan page, it can't be connected to your personal page) in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Bookings on Webpage or Facebook</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook booking widget</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Apply & add to facebook</span> -> choose the page to attach [https://simplybook.me Simplybook] to.
+
:1.You can add [https://simplybook.me SimplyBook.me] functionality to Facebook fan page (only to fan page, it can't be connected to your personal page) in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking widgets settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook widget</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Apply & add to facebook</span> -> choose the page to attach [https://simplybook.me Simplybook] to.
 
<br>
 
<br>
[[File:Facebook widget path v3.png | center]]
+
[[File:Facebook widget path new navigation.png|1200px|border | center]]
 
<br><br>
 
<br><br>
 
:2. After you connected [https://simplybook.me SimplyBook.me] to Facebook fan page, it is listed in the left-side menu of the page under the photo of your company.  
 
:2. After you connected [https://simplybook.me SimplyBook.me] to Facebook fan page, it is listed in the left-side menu of the page under the photo of your company.  
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[[File:Rename tab.png | center]]
 
[[File:Rename tab.png | center]]
 
<br><br>
 
<br><br>
===How to remove Facebook widget from my Facebook page?===
+
 
 +
==How to remove Facebook widget from my Facebook page?==
 
<br>
 
<br>
 
On your Facebook fan page go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span>(upper bar) -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Templates and tabs</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SimplyBook.me appointments</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Off</span> near <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[https://simplybook.me Simplybook] app</span> to remove this tab and save settings.
 
On your Facebook fan page go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span>(upper bar) -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Templates and tabs</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SimplyBook.me appointments</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Off</span> near <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[https://simplybook.me Simplybook] app</span> to remove this tab and save settings.
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[[File:Remove tab Facebook.png | center]]
 
[[File:Remove tab Facebook.png | center]]
 
<br><br>
 
<br><br>
===Facebook widget is not visible from mobiles===
+
==Facebook widget is not visible from mobiles==
 
<br>
 
<br>
 
:Unfortunately, Facebook does not show third-party apps from mobiles. Your clients need to access desktop version to book from Facebook.  
 
:Unfortunately, Facebook does not show third-party apps from mobiles. Your clients need to access desktop version to book from Facebook.  
 
<br>
 
<br>
===I cannot change the email when book from Facebook===
+
==I cannot change the email when book from Facebook==
 
<br>
 
<br>
 
:When you use Facebook widget, the [https://simplybook.me system] perceives a customer as Facebook user and uses his/her data to fill in the details. Thus, by default it uses email under which Facebook is registered. Unfortunately, it is not in our competency to change this, you can try contacting Facebook support to clarify this issue.
 
:When you use Facebook widget, the [https://simplybook.me system] perceives a customer as Facebook user and uses his/her data to fill in the details. Thus, by default it uses email under which Facebook is registered. Unfortunately, it is not in our competency to change this, you can try contacting Facebook support to clarify this issue.
 
<br>
 
<br>
 +
=How to add a Facebook Messenger chat to your booking page=
 +
:'''Video tutorial available '''[[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=PuFFtCOksc8]]
 +
<br><br>

Latest revision as of 12:07, 20 September 2021



Facebook and Instagram Bookings Custom Feature

Please note!

  • It is possible to connect booking option to Facebook Business and Instagram Business pages. This functionality cannot be added to a personal page.
  • The booking option is not shown on desktop Instagram version and can be used via mobile apps only.
  • Bookingtroll theme is used for the booking widget by default. If you wish to change the styling please upgrade to Premium to select the desired theme and be able to use Custom CSS adjustments.
  • The widget look may differ depending on Facebook preferences for different devices and applications



Video tutorial available Youtube-Logo.png



How to add and use booking option to Facebook/Instagram business page



1. Enable Facebook & Instagram Bookings custom feature on your Custom Features page.
Facebook and insta bookings enable path.png



2. Login to your Facebook/Instagram business account(s) in another browser tab.



3. Go back to SimplyBook.me interface and click on Settings near Facebook & Instagram Bookings.
Facebook and insta bookings settings path.png



4. Click on Connect with Facebook button on the page you see.
Facebook and insta bookings settings overview.png



5. You will be redirected to Facebook interface to manage the permissions and connection to SimplyBook.me.
Please follow the steps 1-5 displayed below.
(If you have Instagram business profile connected to your Facebook business page you will be able to connect it there as well
and Book button will automatically appear there)
Facebook and insta new steps.png



6. Now you will have your services shown on your Facebook page with Book buttons next to them or Book now button under the page banner that will redirect your clients to your booking site.
(the representation options depend on your Facebook business page)
Facebook and insta new result.png



7. You can also add booking option to your Facebook page posts so that the customers will be able to quickly book your services.
Facebook and insta new add booking to post.png









How to remove Book button from Facebook/Instagram pages



1. Navigate to Custom Features -> Facebook & Instagram Bookings -> Settings on SimplyBook.me side.
boredr



2. Click on Logout at the top of the page.
Facebook and insta new logout.png



How to add and use booking option on Instagram only



1. Open your Instagram mobile application and login to your business page.



2. Navigate to your profile and select to edit it.



3. Follow the steps 1-8 below to add Book button that will lead the customers to your booking site:
Insta setup.png





How to remove Book option from Instagram business page



1. Open your Instagram mobile application and navigate to editing your profile.
Follow the steps 1-5 below to remove Book button:
Insta button removal.png





Call-to-action button for Facebook fan page



1. Go to your Page’s cover photo and click + Add a Button


Fb add button.png
M add booking button step 2 new.png



2. Choose your call-to-action, then select Link to website option and enter the URL for your booking site.


Fb book now option.png



3. Click on Finish and you will get the button Book Now as a result, so that your clients will be able to click on it, go to your booking site and book your services.
Add booking button result.png
M add booking button result.png



Facebook widget

How to add SimplyBook.me widget to your Facebook fan page


1.You can add SimplyBook.me functionality to Facebook fan page (only to fan page, it can't be connected to your personal page) in Settings -> Booking widgets settings -> Facebook widget -> Apply & add to facebook -> choose the page to attach Simplybook to.


Facebook widget path new navigation.png



2. After you connected SimplyBook.me to Facebook fan page, it is listed in the left-side menu of the page under the photo of your company.


Simplybook tab on facebook.png



You can press Settings -> Templates and tabs and make SimplyBook.me more visible for clients by dragging and dropping it higher in the list.

Facebook reorder.png



3. You may need to change the title Simplybook.me appointments to something else. For this, on your Facebook fan page go to Settings(upper bar) -> Templates and tabs -> SimplyBook.me appointments -> Settings -> Edit settings -> Custom tab name.


Facebook rename tab 2.png



Rename tab.png



How to remove Facebook widget from my Facebook page?


On your Facebook fan page go to Settings(upper bar) -> Templates and tabs -> SimplyBook.me appointments -> Settings -> press Off near Simplybook app to remove this tab and save settings.

Remove tab Facebook.png



Facebook widget is not visible from mobiles


Unfortunately, Facebook does not show third-party apps from mobiles. Your clients need to access desktop version to book from Facebook.


I cannot change the email when book from Facebook


When you use Facebook widget, the system perceives a customer as Facebook user and uses his/her data to fill in the details. Thus, by default it uses email under which Facebook is registered. Unfortunately, it is not in our competency to change this, you can try contacting Facebook support to clarify this issue.


How to add a Facebook Messenger chat to your booking page

Video tutorial available Youtube-Logo.png