Revision as of 15:43, 2 November 2016 by Admin (talk | contribs)

Brief overview of the system

From SimplyBook.me

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.

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

Admin page new smaller.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 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. (Example)

Booking pagenew smaller.PNG

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.
2. The first tab you see is Dashboard. It contains statistics about your performance, your current subscription package, bookings, performers, clients activity, reviews, news, 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. Calendar is a section where you can add, edit and delete your bookings and quickly add break times.
4. Manage tab contains 4 sections:
Services - add, delete and edit services + create events
Providers - add, delete and edit providers
Clients - add, edit and delete clients
Users - add, edit and delete users.
5. 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.
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)
Provider Special days - specific schedule for each of your staff, here you can, for example, enter 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)
6. Reviews. Here you can see the reviews from your clients.
7. Promotions. To use this tab, you need to enable Simply Smart Promotions plugin in the plugin section and then you can use promotions to enhance your business.
8. Plugins. Plugins are used to enhance the system and customize it in line with your needs. Please see the list of all Plugins and their function 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 questions related to settings here.
10. Prices.
Subscriptions. Here you can view different tariffs and purchase subscriptions.
Additional items. Here you can purchase SMS credits, additional bookings and plugins.