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Classes custom feature (view source)

Revision as of 15:23, 22 February 2024

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{{#seo:

|title=Frequently Asked Questions about the Popular Appointment Booking System Scheduler SimplyBook.me

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|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, classes

}}

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[[File:Classes enable path new cf.png | center]]

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===How to create class?===

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Please go to Manage//Classes page using your admin page left-side menu and click on “+” icon at the top. New menu will appear on the right side of the page, that will allow you to add class/event name, add its description, attach a nice image and set price if you plan to [[Custom_Features#Accept_Payments | receive payments]] for your classes/events online.

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Please go to Manage//Classes page using your admin page left-side menu and click on “+” icon at the top. New menu will appear on the right side of the page, that will allow you to add class/event name, add its description, attach a nice image and set price if you plan to [[Special:MyLanguage/Custom_Features#Accept_Payments | receive payments]] for your classes/events online.

[[File:Create new class v3.png | center]]

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'''You may also need:'''

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*[[Adding_services,_providers_and_availability(new_interface) | how to create services and providers]];

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*[[Special:MyLanguage/Adding_services,_providers_and_availability(new_interface) | how to create services and providers]];

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*[[Need_to_change_interval_(timeframe) | how to change system interval]];

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*[[Special:MyLanguage/Need_to_change_interval_(timeframe) | how to change system interval]];

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*[[Buffer_time | buffer time]];

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*[[Special:MyLanguage/Buffer_time | buffer time]];

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*[[Custom_Features#HTML_Description_Field_for_Events | HTML formatting for class description]].

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*[[Special:MyLanguage/Custom_Features#HTML_Description_Field_for_Events | HTML formatting for class description]].

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===How to set number of participants per class?===

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By default the number of people who can attend the class is set to 1, but you can adjust this amount to your needs at any time by selecting “Class provider” tab and indicating desired number there. Do not forget to save your settings. ;)

[[File:Number of clients per class v3.png | center]]

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:''If you need to change this setting to smaller value but the system does not allow, please check [[1_is_not_greater_than_2_(when_trying_to_change_number_of_clients_per_provider) | these]] solutions.''

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:''If you need to change this setting to smaller value but the system does not allow, please check [[Special:MyLanguage/1_is_not_greater_than_2_(when_trying_to_change_number_of_clients_per_provider) | these]] solutions.''

Here you can also adjust provider name that will be displayed on the booking page as it is the same as class name by default.

[[File:Class provider name v3.png | center]]

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===Need the class to be recurring?===

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Please enable “Make class recurring/pack”, set number of sessions, repeat period and the mode how they should repeat. It is just a few steps. ;)

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'''Please note!''' If you make the recurring class paid, the amount that you set as the class price is the total for all the sessions.

It is currently not possible to set single session price for the recurring class packs.

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That is why if you have single class and decide to make a recurring booking for it from the admin side/[[Point_of_Sale_custom_feature|POS]] interface, its price will not be multiplied by the number of selected sessions.

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That is why if you have single class and decide to make a recurring booking for it from the admin side/[[Special:MyLanguage/Point_of_Sale_custom_feature|POS]] interface, its price will not be multiplied by the number of selected sessions.

'''You may also need:'''

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*[[Recurring_services(packs) | recurring services]];

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*[[Special:MyLanguage/Recurring_services(packs) | recurring services]];

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*[[Buffer_time | buffer-time]].

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*[[Special:MyLanguage/Buffer_time | buffer-time]].

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===How to sell classes memberships?===

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Need to offer your client an ability to buy membership and book sessions later when they wish to?

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[[Custom_Features#Membership | Membership]] custom feature is the solution! Please go to “Is part of membership” tab and enable the option.

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[[Special:MyLanguage/Custom_Features#Membership | Membership]] custom feature is the solution! Please go to “Is part of membership” tab and enable the option.

[[File:Enable membership from classes page.png | center]]

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:''Please note that [[Custom_Features#Accept_Payments | Accept payments]] and [[Custom_Features#Client_Login | Client login]] custom features will be enabled as well.''

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:''Please note that [[Special:MyLanguage/Custom_Features#Accept_Payments | Accept payments]] and [[Special:MyLanguage/Custom_Features#Client_Login | Client login]] custom features will be enabled as well.''

Create Memberships by clicking on “+” button and attach them to desired classes by checking corresponding boxes.

[[File:Classes and memberships connections.png | center]]

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[https://vimeo.com/236888588 Here] you can check video tutorial how to create classes and relate them to memberships.

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===Need different schedules for each class/event?===

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It is also easy. ;) Just select “Class schedule” tab and set the desired times.

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Please move the sliders to adjust the available times and use [[File: Add breaktime1.png]] and [[File:Remove breaktime3.png]] icons to add/remove breaktimes.

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Please move the sliders to adjust the available times and use [[File: Add breaktime1.png|File: Add breaktime1.png]] and [[File:Remove breaktime3.png|File:Remove breaktime3.png]] icons to add/remove breaktimes.

[[File:Class schedule v3.png | center]]

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:''Important note!'' Please make sure that you have saved all your class settings before switching to available times editing.

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===How to re-order already created classes?===

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Please select “Class positions and categories” tab and choose the desired position from the drop-down.

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[[File:Class position editing v3.png | center]]

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===How to group classes into categories or attach them to locations?===

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[[Custom_Features#Service_Categories | Service Categories]] and [[Custom_Features#Multiple_Locations | Multiple Locations]] features will help you with setting these options up.

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[[Special:MyLanguage/Custom_Features#Service_Categories | Service Categories]] and [[Special:MyLanguage/Custom_Features#Multiple_Locations | Multiple Locations]] features will help you with setting these options up.

Please select “Class categories and position” tab, click on “do you wish to enable categories” option to switch on the feature and click on “+” icon to create new category.

[[File:Attach class to category.png | center]]

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[[File:Attach class to location.png | center]]

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===Can I sync classes bookings with my Google or Outlook calendar?===

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Sure! We have Calendar sync feature to make it possible. Please go to Custom features//Calendar sync to enable it and click on “Settings” to attach calendars.

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:''Important note!'' Please do not use “sync busy time” option for classes sync if you have more than 1 participant as it will block all the spaces.

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===How to set specific emails for classes/events?===

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It may happen that you need to have absolutely different templates for each class for confirmations or reminders, or other notifications. Flexible notifications feature will help you to solve the question. Please select “More options” tab, click on “Customize notifications with “Flexible notificatiions”” to enable it and create new template to your needs.

[[File:Flex notificatons for class path.png | center]]

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In addition to all these possibilities you can attach some [[Custom_Features#Products_for_Sale | Products for sale]] or [[Custom_Features#Service_Add-ons | Service Add-ons]] to your classes to earn more

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In addition to all these possibilities you can attach some [[Special:MyLanguage/Custom_Features#Products_for_Sale | Products for sale]] or [[Special:MyLanguage/Custom_Features#Service_Add-ons | Service Add-ons]] to your classes to earn more

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as well as [[Custom_Features#Simply_Smart_Promotions | promote]] the class and remind existing clients to [[Custom_Features#Book_Soon_Notification_System | book again]].

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as well as [[Special:MyLanguage/Custom_Features#Simply_Smart_Promotions | promote]] the class and remind existing clients to [[Special:MyLanguage/Custom_Features#Book_Soon_Notification_System | book again]].

[[File:Additional options per class.png | center]]

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===Important information for cases when you disable Classes custom feature===

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Generally the class consists of pair Service + Provider that are setup on one page.

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:4. If you attach class provider to another service(s), after re-enabling Classes feature and re-saving class connections with other classes services will be removed. If non-class services were attached, these connections are to be removed manually.

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