Difference between revisions of "Creating a Private Service/Event with a Direct Link"

From SimplyBook.me
Line 12: Line 12:
 
''Step 1: Enable Service Categories custom feature''
 
''Step 1: Enable Service Categories custom feature''
 
<br>
 
<br>
In the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> section of your admin panel, enable the <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Service Categories custom feature|Service Categories]]</span> custom feature. This can be found under <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Adding more to your Booking Website</span> section.
+
*In the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> section of your admin panel, enable the <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Service Categories custom feature|Service Categories]]</span> custom feature. This can be found under <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Adding more to your Booking Website</span> section.
 
[[File:Service categories enable path new cf.png|1200px|center|link=https://help.simplybook.me/images/6/65/Service_categories_enable_path_new_cf.png]]
 
[[File:Service categories enable path new cf.png|1200px|center|link=https://help.simplybook.me/images/6/65/Service_categories_enable_path_new_cf.png]]
 
<br><br>
 
<br><br>
 
''Step 2: Set Up Hidden and Visible Categories''
 
''Step 2: Set Up Hidden and Visible Categories''
 
<br>
 
<br>
Using the guidance provided for the <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Service Categories custom feature|Service Categories]]</span> custom feature, create the category on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> page.<br>
+
*Using the guidance provided for the <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Service Categories custom feature|Service Categories]]</span> custom feature, create the category on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> page.<br>
Assign the necessary service to this category and then hide it by using the "eye" button next to the category or by selecting it and clicking the "Hide" button. (see screenshot below)
+
*Assign the necessary service to this category and then hide it by using the "eye" button next to the category or by selecting it and clicking the "Hide" button. (see screenshot below)
 
<br><br>
 
<br><br>
Create another category that will include all your currently visible services.  
+
*Create another category that will include all your currently visible services.  
As a result you will receive such a <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> page appearance as shown below.
+
*As a result you will receive such a <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> page appearance as shown below.
 
[[File:Hide servcie category.png|1200px|center|link=https://help.simplybook.me/images/0/06/Hide_servcie_category.png]]
 
[[File:Hide servcie category.png|1200px|center|link=https://help.simplybook.me/images/0/06/Hide_servcie_category.png]]
 
<br><br>
 
<br><br>

Revision as of 14:26, 26 January 2024



It happens that you need to create a service/event which should be visible for you/your staff or specific clients only. We have a small workaround to arrange such a set up so as a result you receive a service/event which is available only for the people you share the special direct link with.

Please follow step by step instructions below


Step 1: Enable Service Categories custom feature

  • In the Custom Features section of your admin panel, enable the Service Categories custom feature. This can be found under Adding more to your Booking Website section.
Service categories enable path new cf.png



Step 2: Set Up Hidden and Visible Categories

  • Using the guidance provided for the Service Categories custom feature, create the category on Manage -> Services page.
  • Assign the necessary service to this category and then hide it by using the "eye" button next to the category or by selecting it and clicking the "Hide" button. (see screenshot below)



  • Create another category that will include all your currently visible services.
  • As a result you will receive such a Manage -> Services page appearance as shown below.
Hide servcie category.png



The front-end (client view) of your booking page remains unchanged and no categories will be shown if you leave only 1 visible Category as by this instruction.

Step 3: How to share a direct link to your hidden service?
1. Go to Manage -> Services.
2. Locate your service/event under the hidden Category and click on it to open editing mode.
3. Scroll down to Direct link to service option.
4. Click the button Copy link icon.png to copy the direct link.

Save link to service path.png



Done!
Now, you can share the link with your clients. When they follow it, they will be redirected to your booking page with the hidden service already chosen.

Private event client side.png



Additional Note: if you are always booking manually as admin:
In case you wish to manually arrange a booking from the admin page (Calendar or POS) simply hide your service using the same eye button near it or Hide option. This ensures the service is available from admin side only to create a booking.