Difference between revisions of "Categories and Locations"

From SimplyBook.me
(14 intermediate revisions by the same user not shown)
Line 1: Line 1:
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">
+
{{#seo:
<span class="qa">[[How_to_add_categories_or_locations%3F| How to add Category?]]</span>
+
|title= Create And Manage Categories and Locations in Online Scheduling Software SimplyBook.me
<div class="mw-collapsible-content">
+
|titlemode=append
[[Plugins#Service_categories| Categories]] are designed to group services. Can be added with the help of [[Plugins#Service_categories| Service Categories]] plugin.
+
|keywords=faq, frequently asked questions, online booking system, online booking calendar, scheduling app, free scheduling software, schedule, employee scheduling software, calendar software, scheduling software, booking software, free online calendar
 +
}}
 +
 
 +
 
 +
=How to add Category=
 +
<br/>
 +
[[Custom_Features#Service_Categories| Categories]] are designed to group services. Can be added with the help of [[Custom_Features#Service_Categories| Service Categories]] Custom Feature.
 
;How to add:
 
;How to add:
:Enable [[Plugins#Service_categories| Service Categories]]  plugin. In Manage // Services // Add category create all necessary categories. Click on "Manage" icon of the category and from the drop-down list select service to connect with category.<br/>
+
:Enable [[Custom_Features#Service_Categories| Service Categories]]  Custom Feature. In Manage // Services // "+" - create all necessary categories. Click on "Category services" tab for corresponding category and check the boxes with services to connect with category.<br/>
[[File:AddCategoryButton750.png | center ]]
+
<nomobile>[[File: Create new category v3.png | center ]]</nomobile>
</div>
+
<mobileonly>[[File:M crate new category.png | center]]</mobileonly>
</div>
+
<br/>
 +
=How to add Location=
 
<br/>
 
<br/>
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">
+
[[Custom_Features#Multiple_Locations| Locations]] are designed to group providers. Can be added with the help of [[Custom_Features#Multiple_Locations| Multiple Locations Custom Feature]].
<span class="qa">[[How_to_add_categories_or_locations%3F| How to add Location?]]</span>
 
<div class="mw-collapsible-content">
 
[[Plugins#Unit_location| Locations]] are designed to group providers. Can be added with the help of [[Plugins#Unit_location| Unit Location plugin]].
 
 
;How to add:
 
;How to add:
:Enable 'Unit Location" plugin and add locations either in the settings of the plugin or in Manage // Providers // Add location. Click on "Manage" icon of the location and from the drop-down list select service providers to connect with location.<br/>
+
:Enable "[[Custom_Features#Multiple_Locations |Multiple Locations]]" Custom Feature and add locations either in the settings of the Custom Feature or in Manage // Service Providers // "+" to add a new location. Click on "Location providers" tab for corresponding location and check the boxes with service providers to connect to location.<br/>
[[File:AddLocationButton750.png | center ]]<br/>
+
<nomobile>[[File:Create new location v3.png | center ]]</nomobile>
</div>
+
<mobileonly>[[File:M create new location.png | center]]</mobileonly>
</div>
+
<br/>
 +
<br/>
 +
=How to connect location with service=
 
<br/>
 
<br/>
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">
 
<span class="qa">[[How to connect location with service?]]</span>
 
<div class="mw-collapsible-content">
 
 
Locations can be related only to service providers, thus if you need to relate service to particular location, you need initially to relate service to service provider:
 
Locations can be related only to service providers, thus if you need to relate service to particular location, you need initially to relate service to service provider:
:1. In Settings // Service providers // Connect services to service providers, drag and drop boxes with services to corresponding service providers.<br/>
+
<br><br>
[[File:ConnectServicesToProvidersPath750.png | center ]] <br/><br/>
+
:1. In Manage//Service Providers switch to “Services, attached to this service provider” tab for the selected provider and check the boxes with services this provider will perform. <br>Save settings.
:2. In Manage // Providers // Manage locations and order button, drag and drop providers to corresponding locations.<br/>
+
<br>
[[File:ManageLocationsAndOrderButton750.png | center ]]
+
<nomobile>[[File:Attach services to provider.png | center]]</nomobile>
</div>
+
<mobileonly>[[File:M attach services to provider new.png | center]]</mobileonly>
</div>
+
<br><br>
 +
:2. In Manage//Providers choose location and switch to “Location providers” tab to attach providers to this location by checking the corresponding boxes.<br> Save settings.
 +
<br>
 +
<nomobile>[[File:Attach providers to locations new.png | center]]</nomobile>
 +
<mobileonly>[[File:M attach location to provider.png | center]]</mobileonly>
 +
<br>
 
<br/>
 
<br/>
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">
+
=How to set schedule for location=
<span class="qa">[[How to set schedule for location?]]</span>
+
<br>
<div class="mw-collapsible-content">
 
 
You can set individual schedule for the provider and then relate provider to the location. Thus working hours of the provider related to location will automatically apply to location.  
 
You can set individual schedule for the provider and then relate provider to the location. Thus working hours of the provider related to location will automatically apply to location.  
:1. To set individual schedule for provider go to Settings//Service providers//Working hours, there you can see on the right side a clock sign, just press it and you can set opening hours, break times, and special days for this specific employees. Just take care that opening hours of employees must be within opening hours of company.
+
<br><br>
:2. To relate provider and location go to Settings//Service Providers//Service Providers//Manage locations and order, drag and drop providers to corresponding locations.
+
:1. To set individual schedule for provider please go to Manage//Service Providers, choose necessary provider on the left and switch to “Service provider schedule” tab. <br>For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by moving the sliders to make time available (bright blue)/not available (light blue). <br>To make day of the week working/off use switchers near weekday names.
</div>
+
<br><br>
</div>
+
<nomobile>[[File:Provider schedule v3 new.png | center]]</nomobile>
 +
<mobileonly>[[File:M set provider schedule.png | center]]</mobileonly>
 +
<br><br>
 +
:2. In Manage//Service Providers choose location and switch to “Location providers” tab to attach provider to location by checking corresponding boxes. Save settings.
 +
<br>
 +
<nomobile>[[File: Attach location to provider.png | center]]</nomobile>
 +
<mobileonly>[[File:M attach location to provider.png | center]]</mobileonly>
 
<br/>
 
<br/>
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">
+
<br/>
<span class="qa">[[How to add location variables to emails?]]</span>
+
=How to add location variables to emails=
<div class="mw-collapsible-content">
+
<br/>
In Settings//Email and sms settings insert the following variables into your email templates:
+
In Settings // General settings // Email and SMS settings insert the following variables into your email templates:<br/>
 +
<br>
 +
<nomobile>[[File:Add location variables.png | center ]]</nomobile>
 +
<mobileonly>[[File:M add location variables to notification templates.png | center]]</mobileonly>
 +
<br/><br/>
 
:'''[location]''' - value of field "Location name"
 
:'''[location]''' - value of field "Location name"
 
:'''[location_address]''' - value of field "Location address"
 
:'''[location_address]''' - value of field "Location address"
 
:'''[location_phone]''' - value of field "Location phone"
 
:'''[location_phone]''' - value of field "Location phone"
</div>
+
<br/>
</div>
 
 
<br/>
 
<br/>

Revision as of 12:10, 8 March 2019


How to add Category


Categories are designed to group services. Can be added with the help of Service Categories Custom Feature.

How to add
Enable Service Categories Custom Feature. In Manage // Services // "+" - create all necessary categories. Click on "Category services" tab for corresponding category and check the boxes with services to connect with category.
Create new category v3.png
M crate new category.png


How to add Location


Locations are designed to group providers. Can be added with the help of Multiple Locations Custom Feature.

How to add
Enable "Multiple Locations" Custom Feature and add locations either in the settings of the Custom Feature or in Manage // Service Providers // "+" to add a new location. Click on "Location providers" tab for corresponding location and check the boxes with service providers to connect to location.
Create new location v3.png
M create new location.png



How to connect location with service


Locations can be related only to service providers, thus if you need to relate service to particular location, you need initially to relate service to service provider:

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


Attach services to provider.png
M attach services to provider new.png



2. In Manage//Providers choose location and switch to “Location providers” tab to attach providers to this location by checking the corresponding boxes.
Save settings.


Attach providers to locations new.png
M attach location to provider.png



How to set schedule for location


You can set individual schedule for the provider and then relate provider to the location. Thus working hours of the provider related to location will automatically apply to location.

1. To set individual schedule for provider please go to Manage//Service 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 moving the sliders to make time available (bright blue)/not available (light blue).
To make day of the week working/off use switchers near weekday names.



Provider schedule v3 new.png
M set provider schedule.png



2. In Manage//Service Providers choose location and switch to “Location providers” tab to attach provider to location by checking corresponding boxes. Save settings.


Attach location to provider.png
M attach location to provider.png



How to add location variables to emails


In Settings // General settings // Email and SMS settings insert the following variables into your email templates:

Add location variables.png
M add location variables to notification templates.png



[location] - value of field "Location name"
[location_address] - value of field "Location address"
[location_phone] - value of field "Location phone"