Difference between revisions of "Brief overview of the system"

From SimplyBook.me
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After you have registered your account with SimplyBook.me, the next step is to organize your working schedule, configure providers, services and plenty of other stuff. When you create an account, the system automatically creates 2 pages for you: ''admin interface'' and ''booking page''.  
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<br><br>
 
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:Please check a short video on how SimplyBook.me system works [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=YC5lO8Lryqo]]
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<br><br>
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:How to get started [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=1JrZI4p26qY]]
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<br><br>
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After you have registered your account with SimplyBook.me, the next step is to organize your working schedule, configure providers, services and plenty of other stuff. <br>
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We encourage you to check out our [https://www.youtube.com/watch?v=I2K-AAdFq-U&t video] on how to get started.<br>
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When you create an account, the system automatically creates 2 pages for you: ''admin interface'' and ''booking page''.  
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<br><br>
 
'''Admin interface''' is where you login and manage your bookings, settings, design etc. Clients have no access to that page. ([https://simplydemo.secure.simplybook.me/?login=admin&pass=demo&form_sent=1&_ga=1.230145695.2074619410.1477382910 '''Example'''])
 
'''Admin interface''' is where you login and manage your bookings, settings, design etc. Clients have no access to that page. ([https://simplydemo.secure.simplybook.me/?login=admin&pass=demo&form_sent=1&_ga=1.230145695.2074619410.1477382910 '''Example'''])
  
[[File:Admin_page_new_smaller.PNG ‎‎]]
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<nomobile>[[File:Admin calendar view v3.png| border | center ‎‎]]</nomobile>
 
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<mobileonly>[[File:M admin calendar view.png | center]]</mobileonly>
'''Booking Page''' is the interface for your clients. There, they can book your services and leave contact info. You can always access your booking page by clicking "My booking site" button in the upper right corner of your admin page. You will be transferred to the booking page and you can also send the url to your clients so that they can easily find your company. ([https://sbdemo.simplybook.me/ '''Example'''])
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<br><br>
 
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'''[[Where_to_change_my_info| Booking Page]]''' is the interface for your clients. There, they can book your services and leave contact info. You can always access your booking page by clicking "My booking website" button in the upper right corner of your admin page. You will be transferred to the booking page and you can also send the url to your clients so that they can easily find your company. ([https://simplybook.me/en/booking-page-themes '''Examples'''])
[[File:Booking_pagenew_smaller.PNG ‎]]
 
  
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<nomobile>[[File:Booking page steps view v3.png|border |center‎]]</nomobile>
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<mobileonly>[[File:M booking page view.png | center]]</mobileonly>
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<br><br>
 
=Layout and menu=
 
=Layout and menu=
:1. '''Upper bar'''. ''Three-line button'' shows/hides the full menu on the left. ''Latest news'' are marked as green notifications. ''Messages'' are marked with red and ''notifications'' in yellow.  
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<br><br>
:2. The first tab you see is '''Dashboard'''. It contains statistics about your performance, your current subscription package, bookings, performers, clients activity, reviews, news and other data useful to check regularly and pay attention to. By analyzing the information you can make inferences about your business and figure out what can be done to improve it. If you need to know more about each section, just press the "i" sign.
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:1. '''Upper bar'''. ''Three-line button'' shows/hides the full menu on the left. ''Latest news'' are marked as yellow notifications. ''Messages'' are marked with red and ''notifications'' with green color.  
:3. '''Calendar''' is a section where you can manage (add,edit and delete) your bookings and quickly add break times.
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:2. The first tab you see is '''Dashboard'''. It contains statistics about your performance, your current subscription package, bookings, performers, clients activity, etc. By analyzing the information you can make inferences about your business and figure out what can be done to improve it. If you need to know more about each section, just press the "i" sign.
:4. '''Manage''' tab contains 4 sections:  
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:3. '''Welcome''' page allows you to check general information regarding your account such as links to admin and client pages, current subscription and balance. You can also find some useful video tutorials on how to set up the system .
::''Services'' - add, delete and edit services + [[Settings#How_to_create_an_event.3F|create events]]
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:4. '''[[How_to_manage_bookings| Calendar]]''' is a section where you can add, edit and delete your bookings and quickly add break times.
::''Providers'' - add, delete and edit providers
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:5. '''Manage''' tab contains several sections:  
::''Clients'' - add, edit and delete clients
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::''[[Adding_services,_providers_and_availability(new_interface)#Adding_services| Services]]'' - add, delete and edit services + [[Events (services on particular dates)|create events]]
::''Users'' - add, edit and delete users.
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::''[[Adding_services,_providers_and_availability(new_interface)#Adding_Providers| Service Providers]]'' - add, delete and edit providers
:5. In the '''Time Settings''' you have the following sections:
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::''[[Custom_Features#Classes| Classes]]'' option appears when you enable [[Custom_Features#Classes| Classes]] custom feature and allows to create classes. You can use classes option only or combine them with services. They will be displayed together on the booking site.
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::''[[Custom_Features#Packages | Packages]]'' section appears if the corresponding custom feature is enabled and allows to sell packages containing different services, products and add-ons.
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::''[[Importing_the_list_of_clients |Clients]]'' - add, edit and delete clients
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::''[[Adding_other_users_to_the_system| Users]]'' - add, edit and delete users.
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::''[[Custom_Features#Voice_Bookings| Voice bookings]]'' tab allows to manage your voice booking bot settings when [[Custom_Features#Voice_Bookings| iBOB]] custom feature is on.
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::''[[Custom_Features#Intake_Forms| Intake forms]]'' tab can be seen when [[Custom_Features#Intake_Forms| Intake forms]] custom feature is enabled. Here you can create additional questions you wish to ask your clients during the booking process.
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::''[[Custom_Features#Products_for_Sale| Products for sale]]'' can be accessed when [[Custom_Features#Products_for_Sale| Products for Sale]] custom feature is switched on. This functionality allows you to create additional items to sell to the customers when they book.
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::''[[Custom_Features#Service_Add-ons| Service Add-Ons]]'' tab will appear if you enable [[Custom_Features#Service_Add-ons | Serice Add-Ons]] feature. It is one more up-selling option to enhance your business.
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::''[[Custom_Features#Membership| Membership]]'' tab appears if you use [[Custom_Features#Membership | Membership]] custom feature and allows you to create different kinds of memberships for your clients.
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::''[[Custom_Features#Coupons_.26_Gift_Cards| Coupons and Gift cards]]'' section appears if you are using [[Custom_Features#Coupons_.26_Gift_Cards| Coupons and Gift cards]] custom feature for issuing gift cards and allowing your clients to have some discounts.
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::''Taxes'' tab appears if you are using [[Custom_Features#Accept_Payments | Accept payments]] custom feature and allows to create different tax options.
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::''[[Custom_Features#Rewards_and_Referrals| Rewards and Referrals]]''. To use this tab, you need to enable [[Custom_Features#Rewards_and_Referrals| Rewards and Referrals]] in the Custom Features section and then you can use promotions to enhance your business.
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:6. In the '''Time Settings''' you have the following sections:
 
::''Company Opening hours'' - regular schedule for your company on a weekly basis
 
::''Company Opening hours'' - regular schedule for your company on a weekly basis
::''Company Special days'' - here you can set up specific schedule or days off for your company, for example like national holidays.
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::''Company Special days'' - here you can set up specific schedule or days off for your company, for example national holidays.
::''Service provider schedule'' - individual regular schedule for each of your staff members (if you have only 1 provider, his/her working time is the same as company's opening hours)
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::''Providers schedule'' - individual schedules for each of your staff members (if you have only 1 provider, his/her working time can be the same as company's opening hours)
::''Provider Special days'' - specific schedule for each of your staff, here you would for example enter as specific days when relevant staff takes his/her holiday (if you have only 1 provider (staff), his/her working time is the same as company's special days)
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::''Services schedule'' - individual schedules for each of your services (if you have only 1 service, its working time can be the same as company's opening hours)
:6. '''Reviews'''. Here you can see the reviews from your clients.
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::''Classes schedule'' - appears when [[Custom_Features#Classes| Classes]] custom feature is switched on. Allows to set  individual schedules for each of your classes.
:7. '''Promotions'''. To use this tab, you need to enable [[Plugins#Simply_Smart_Promotions|Simply Smart Promotions]] plugin in the plugin section and then you can use promotions to enhance your business.
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:7. '''[[Booking_reports| Reports]]''' tab contains different kinds of statistics you may wish to analyze and [[Remove_Elements_from_booking_page#Reviews| reviews]] from your clients
:8. '''Plugins'''. Plugins are used to enhance the system and customize it in line with your needs. Please see the list of all [[Plugins|Plugins and their function here]].
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:8. '''[[Custom_Features|Custom Features]]'''. Custom Features are used to enhance the system and customize it in line with your needs. Please see the list of all [[Custom_Features|Custom Features and their functions here]].
:9. '''Settings'''. You can discover more about different types of settings by pressing the "i" signs  above and to the right of each setting. the See all [[Settings|questions related to settings here]].
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:9. '''Settings''' section allows to set varoius general options for your account starting from date format and notifications templates to website widgets creation.
:10. '''Prices'''.  
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:9. '''[https://simplybook.me/en/pricing Plans&Prices]'''.  
::''Subscriptions''. Here you can view different tariffs and purchase subscriptions.
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::''[[My_subscription_and_how_to_renew| Subscriptions]]''. Here you can view different tariffs available for you and purchase or upgrade subscriptions.
::''Additional items''. Here you can purchase SMS credits, additional bookings and plugins.
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::''[[Additional_Bookings | Additional items]]''. Here you can purchase SMS credits, iBob credits, additional bookings and other items.

Revision as of 07:05, 2 July 2020



Please check a short video on how SimplyBook.me system works Youtube-Logo.png



How to get started Youtube-Logo.png



After you have registered your account with SimplyBook.me, the next step is to organize your working schedule, configure providers, services and plenty of other stuff.
We encourage you to check out our video on how to get started.
When you create an account, the system automatically creates 2 pages for you: admin interface and booking page.

Admin interface is where you login and manage your bookings, settings, design etc. Clients have no access to that page. (Example)

center ‎‎
M admin calendar view.png



Booking Page is the interface for your clients. There, they can book your services and leave contact info. You can always access your booking page by clicking "My booking website" button in the upper right corner of your admin page. You will be transferred to the booking page and you can also send the url to your clients so that they can easily find your company. (Examples)

center‎
M booking page view.png



Layout and menu



1. Upper bar. Three-line button shows/hides the full menu on the left. Latest news are marked as yellow notifications. Messages are marked with red and notifications with green color.
2. The first tab you see is Dashboard. It contains statistics about your performance, your current subscription package, bookings, performers, clients activity, etc. By analyzing the information you can make inferences about your business and figure out what can be done to improve it. If you need to know more about each section, just press the "i" sign.
3. Welcome page allows you to check general information regarding your account such as links to admin and client pages, current subscription and balance. You can also find some useful video tutorials on how to set up the system .
4. Calendar is a section where you can add, edit and delete your bookings and quickly add break times.
5. Manage tab contains several sections:
Services - add, delete and edit services + create events
Service Providers - add, delete and edit providers
Classes option appears when you enable Classes custom feature and allows to create classes. You can use classes option only or combine them with services. They will be displayed together on the booking site.
Packages section appears if the corresponding custom feature is enabled and allows to sell packages containing different services, products and add-ons.
Clients - add, edit and delete clients
Users - add, edit and delete users.
Voice bookings tab allows to manage your voice booking bot settings when iBOB custom feature is on.
Intake forms tab can be seen when Intake forms custom feature is enabled. Here you can create additional questions you wish to ask your clients during the booking process.
Products for sale can be accessed when Products for Sale custom feature is switched on. This functionality allows you to create additional items to sell to the customers when they book.
Service Add-Ons tab will appear if you enable Serice Add-Ons feature. It is one more up-selling option to enhance your business.
Membership tab appears if you use Membership custom feature and allows you to create different kinds of memberships for your clients.
Coupons and Gift cards section appears if you are using Coupons and Gift cards custom feature for issuing gift cards and allowing your clients to have some discounts.
Taxes tab appears if you are using Accept payments custom feature and allows to create different tax options.
Rewards and Referrals. To use this tab, you need to enable Rewards and Referrals in the Custom Features section and then you can use promotions to enhance your business.
6. In the Time Settings you have the following sections:
Company Opening hours - regular schedule for your company on a weekly basis
Company Special days - here you can set up specific schedule or days off for your company, for example national holidays.
Providers schedule - individual schedules for each of your staff members (if you have only 1 provider, his/her working time can be the same as company's opening hours)
Services schedule - individual schedules for each of your services (if you have only 1 service, its working time can be the same as company's opening hours)
Classes schedule - appears when Classes custom feature is switched on. Allows to set individual schedules for each of your classes.
7. Reports tab contains different kinds of statistics you may wish to analyze and reviews from your clients
8. Custom Features. Custom Features are used to enhance the system and customize it in line with your needs. Please see the list of all Custom Features and their functions here.
9. Settings section allows to set varoius general options for your account starting from date format and notifications templates to website widgets creation.
9. Plans&Prices.
Subscriptions. Here you can view different tariffs available for you and purchase or upgrade subscriptions.
Additional items. Here you can purchase SMS credits, iBob credits, additional bookings and other items.