Difference between revisions of "Calendar and Bookings"

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{{#seo:
<span class="qa">[[Where do I see all my bookings?]]</span>
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|title=Frequently Asked Questions about the Calendar and Bookings in Appointment Booking System SimplyBook.me
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1. '''In Calendar''' (tab in the left-side menu).
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|keywords=faq, frequently asked questions, booking calendar, online scheduling, free online calendar, online appointment scheduling, online booking calendar, scheduling app, employee scheduling software, booking system, schedule, calendar software
2. In '''Reports//Detailed reports'''.
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You can use filters to navigate through your booking and find bookings for specific time range, service, provider or client.
 
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<span class="qa">[[Where to edit bookings?]]</span>
 
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1. '''In Calendar''' (tab in the left-side menu). Click on the booking to open the details and then press "Edit" to change any information about the booking. To change the time of appointment, simply drag and drop booking to the available time you need.
 
2. '''In Reports//Detailed reports'''. Click on the booking to open the details and then press "Edit" to change any information about the booking.
 
You can use filters to navigate through your booking and find bookings for specific time range, service, provider or client.
 
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<span class="qa">[[How to cancel booking]]</span>
 
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;For admin or user
 
'''In Calendar''' (tab in the left-side menu) or in  '''In Reports//Detailed reports''. Click on the booking to open the details and then press "Cancel booking" button.
 
;For client
 
To cancel their bookings, clients can click "cancel link" in their confirmation emails.
 
''If you want to prohibit clients from cancelling, you may need [[Plugins#Cancellation_Policy| Cancellation Policy plugin]].''
 
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<span class="qa">[[Booking in details]]</span>
 
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;screen with explanations </div>
 
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<span class="qa">[[Booking reports]]</span>
 
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;Detailed report
 
You can find the list of all your bookings in '''Reports//Detailed report'''. In this report you can:
 
:- export bookings to excel (use filters to export bookings for particular date range or for particular provider)
 
:- send email/sms to your clients
 
:- filter bookings by:
 
::*date of the booking
 
::*date when the booking was made
 
::*service
 
::*service provider
 
::*client
 
::*unique booking code
 
::*status (all bookings, cancelled bookings, non-cancelled bookings)
 
;Client report
 
You can find the list of all your client and bookings made by them in '''Reports//Client report'''. In this report you can:
 
:- export bookings to excel (use filters to export bookings for particular date range or for particular provider)
 
:- send email/sms to your clients
 
:- filter bookings by:
 
::*date of the booking
 
::*service
 
::*service provider
 
::*client
 
You can also decide how to group your clients (to avoid duplicating clients) by email, by phone or by email and phone.
 
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*Views of the calendar
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*<div class="article">[[How to manage bookings]]</div>
*Break times
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*<div class="article">[[ Views_of_the_calendar| Provider/Service/Day/Week/Month views]]</div>
*Statistics
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*<div class="article">[[Calendar_Notes| Using notes & Blocking times]]</div>
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*<div class="article">[[Booking_reports| Booking reports]]</div>
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*<div class="article">[[Break times]]</div>
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*<div class="article">[[Adjusting notifications]]</div>
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*<div class="article">[[Custom_Features#Calendar_Sync| Google/Outlook calendar synchronization]]</div>
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*<div class="article">[[How_to_add_Google_Meet_links_to_appointments| Google Meet online appointments]]</div>
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*<div class="article">[https://www.youtube.com/watch?v=W06A1SLDtAY How to use admin app]</div>

Latest revision as of 14:07, 3 July 2023