Difference between revisions of "Custom Features"

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{{#seo:
 
{{#seo:
|title=Frequently Asked Questions about the Popular Appointment Booking System Scheduler SimplyBook.me
+
|title=Custom Features - SimplyBook.me
 
|titlemode=append
 
|titlemode=append
|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
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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, additional functionality
 
}}
 
}}
  
  
Custom Features are additional functionalities of the system that will help you to improve your business.  Please check the list of Custom Features below along with their descriptions and instructions how to use.
+
Custom Features are additional functionalities of the system that will help you to improve your business.  Please check the list of Custom Features below along with their descriptions and instructions how to use.<br><br>
 +
You may also need:
 +
*[[Popular_custom_features_by_business_category | TOP 10 Custom Features per Business Category]]
 +
*[[Custom Features dependent on other Custom Features]]
 +
*[[What Custom Features do not work with each other]]
 +
*[[Custom Features by category | Custom Features by Functionality Category]]
  
=Accept Payments=
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 +
=[[Accept payments custom feature |Accept Payments]]=
 
<br>
 
<br>
 
[[File:Accept payments small2.png|left]]
 
[[File:Accept payments small2.png|left]]
  
 
Accept Payments Custom Feature allows you to accept payments from your clients online. You can set the price for your service and when your clients make a booking, they will be redirected to the payment page.  
 
Accept Payments Custom Feature allows you to accept payments from your clients online. You can set the price for your service and when your clients make a booking, they will be redirected to the payment page.  
You can accept payments via Alipay, Asiapay (PayDollar, PesoPay, SiamPay), Authorize, Bitcoins, Borgun.is, CCAvenue, Dwolla, ECPay, GoCoin, Korta.is, Liqpay, Mollie, Pagar.me, Payfast, Payfort, Paymentwall, PayPal, PaySafeCard, PayU(Latin America), Pin Payments, Robokassa, Skrill, Square, Stripe, Swish, 2Checkout, Virtual Card Services, Worldpay and Zooz.
+
You can accept payments via Alipay, Asiapay (PayDollar, PesoPay, SiamPay), Authorize, Bitcoins, Borgun.is, CCAvenue, Dwolla, ECPay, GoCoin, Korta.is, Liqpay, Mollie, Pagar.me, Payfast, Payfort, Paymentwall, PayPal, PaySafeCard, PayTabs, PayU(Latin America), Pin Payments, Robokassa, Skrill, Square, Stripe, Swish, TapPay, 2Checkout, Virtual Card Services, Worldpay and Zooz.
 
<br><br>
 
<br><br>
  
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<br><br>
 
<br><br>
 
:3. On the right side you will see the list of processors available. Please find the desired one and add your credentials.
 
:3. On the right side you will see the list of processors available. Please find the desired one and add your credentials.
[[File:Prcessors block.png | center]]
+
[[File:Payment processors list1.png | center]]
 
<br><br>
 
<br><br>
 
::3.1 (Optional) Set your payment timeout in the left-side section of this feature, we recommend not less than 20-30  minutes.
 
::3.1 (Optional) Set your payment timeout in the left-side section of this feature, we recommend not less than 20-30  minutes.
 
::3.2 (Optional) In the settings you can also make payment after booking mandatory or optional by setting "Allow delay payment" option(client will pay on place) to Off or On.  
 
::3.2 (Optional) In the settings you can also make payment after booking mandatory or optional by setting "Allow delay payment" option(client will pay on place) to Off or On.  
 
:4. In Manage//Services//(select the service to edit)//Service details //Price set the price of your service.
 
:4. In Manage//Services//(select the service to edit)//Service details //Price set the price of your service.
:5. Add invoice information to the corresponding block and your clients will receive invoices about any purchase made within your system.
+
[[File:Set service price.png | center]]
[[File:Invoice settings.png| center]]
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<br><br>
 +
:5. Add invoice information to the corresponding block and your clients will receive invoices about any purchase made within your system. You can also disable sending invoices to your clients if necessary.
 +
[[File:Invoice settings1.png| center]]
 
<br><br>
 
<br><br>
 
;How Accept Payments Custom Feature works
 
;How Accept Payments Custom Feature works
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[[File: Paid booking view.png ‎|center]]<br><br>
 
[[File: Paid booking view.png ‎|center]]<br><br>
 
::3.2. do not finish paying: the client is directed to the payment system, but then he closes the page, closes the browser, or simply leaves it open without any actions for a long period of time. In this case, the system will wait until timeout you set up in the settings of [[Custom_Features#Accept_Payments | Accept payments Custom Feature]] will end and will cancel the non-paid booking. Emails to client and admin won't be sent about the timed out bookings because they were never finished. Same happens if the client paid, but paid later than timeout. In this case, if you receive a notification from PayPal/Stripe/etc. that client paid for a booking but too late, you can go to Reports//Payment transactions and approve this booking manually.<br>
 
::3.2. do not finish paying: the client is directed to the payment system, but then he closes the page, closes the browser, or simply leaves it open without any actions for a long period of time. In this case, the system will wait until timeout you set up in the settings of [[Custom_Features#Accept_Payments | Accept payments Custom Feature]] will end and will cancel the non-paid booking. Emails to client and admin won't be sent about the timed out bookings because they were never finished. Same happens if the client paid, but paid later than timeout. In this case, if you receive a notification from PayPal/Stripe/etc. that client paid for a booking but too late, you can go to Reports//Payment transactions and approve this booking manually.<br>
[[File: Approve timeout booking.png ‎|center]]<br><br>
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[[File:Approve timeout booking v3.png ‎|center]]<br><br>
  
 
;What is "Allow delay payment" option
 
;What is "Allow delay payment" option
[[File:Allow delay payment option.png ‎| border | right]]
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[[File:Allow delay payment option.png ‎| border | center]]
 
When your clients are transferred to the payment page after "Details" tab, they usually have several options: your payment processor (one or several) and "Pay Later". "Pay Later" means that client will pay right on the place when he/she arrives to the appointment. In your Dashboard, when you click on appointment, such booking in the service price field will have remark (Pay Later). If you want to disable "Pay later" option, set the switcher to "Off" position for "Allow delay payment" in the settings of  [[Custom_Features#Accept_Payments | Accept payments Custom Feature]].
 
When your clients are transferred to the payment page after "Details" tab, they usually have several options: your payment processor (one or several) and "Pay Later". "Pay Later" means that client will pay right on the place when he/she arrives to the appointment. In your Dashboard, when you click on appointment, such booking in the service price field will have remark (Pay Later). If you want to disable "Pay later" option, set the switcher to "Off" position for "Allow delay payment" in the settings of  [[Custom_Features#Accept_Payments | Accept payments Custom Feature]].
 
<br><br>
 
<br><br>
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:1. You can set it in the settings of [[Custom_Features#Accept_Payments | Accept payments Custom Feature]]. Switch on the option "Include tax to the prices"
 
:1. You can set it in the settings of [[Custom_Features#Accept_Payments | Accept payments Custom Feature]]. Switch on the option "Include tax to the prices"
 
:2. Follow the link "Edit taxes" below that option.
 
:2. Follow the link "Edit taxes" below that option.
[[File:Adding taxes new.png | center]]
+
[[File:Add taxes1.png | center]]
 
<br><br>
 
<br><br>
 
:3. Create all tax options you need. You will be able to select which tax to apply to which service or set default tax.
 
:3. Create all tax options you need. You will be able to select which tax to apply to which service or set default tax.
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;Can I use other payment processor not listed in the Accept Payments Custom Feature?
 
;Can I use other payment processor not listed in the Accept Payments Custom Feature?
In that case please contact support and we will gladly check the possibilities of adding it to our system. Support may ask you to provide technical documentation related to this payment processor to check if there is a  possibility of such an inntegration.
+
In that case please contact support and we will gladly check the possibilities of adding it to our system. Support may ask you to provide technical documentation related to this payment processor to check if there is a  possibility of such an integration.
 
<br><br>
 
<br><br>
 
-----------
 
-----------
  
=Any Employee Selector=
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=[[Any_Employee_Selector_custom_feature |Any Employee Selector]]=
 
<br>
 
<br>
 
[[File:Any employee new icon.png ‎|left]]
 
[[File:Any employee new icon.png ‎|left]]
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-------
 
-------
  
=API=
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=[[API_custom_feature |API]]=
 
<br>
 
<br>
 
[[File:Api new icon.png ‎|left]]
 
[[File:Api new icon.png ‎|left]]
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<br>
 
<br>
  
 
*[[WordPress plugin]]
 
 
*[[Joomla module]]
 
  
 
*[[API| API documentation]]
 
*[[API| API documentation]]
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:''If you have [[Custom_Features#Accept_Payments | Accept Payments custom feature]] enabled, paid bookings will be approved automatically, only free services and bookings with "Pay Later" option can be approved/rejected.<br>''
 
:''If you have [[Custom_Features#Accept_Payments | Accept Payments custom feature]] enabled, paid bookings will be approved automatically, only free services and bookings with "Pay Later" option can be approved/rejected.<br>''
 
:''If the client booked using [[Custom_Features#Multiple_Bookings | Multiple bookings custom feature]] all appointments from multiple bookings pack are approved if one session is approved. The way around is to edit reservations you want to reschedule and cancel reservations you want to decline first, and then approve the pack.''
 
:''If the client booked using [[Custom_Features#Multiple_Bookings | Multiple bookings custom feature]] all appointments from multiple bookings pack are approved if one session is approved. The way around is to edit reservations you want to reschedule and cancel reservations you want to decline first, and then approve the pack.''
 +
  
 
<br><br>
 
<br><br>
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<br><br>
 
<br><br>
 
:2. Navigate to Calendar//Pending bookings to check the bookings waiting for approval and accept or decline them.
 
:2. Navigate to Calendar//Pending bookings to check the bookings waiting for approval and accept or decline them.
 +
:The client will receive the confirmation email only after your approval.
 +
:If you decline the booking there will be no notification to the client.
 
[[File:Pending bookings path.png|center]]<br><br>
 
[[File:Pending bookings path.png|center]]<br><br>
 
[[File:Pending bookings list.png | center]]
 
[[File:Pending bookings list.png | center]]
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:3. Add your text to the corresponding field and select the period when bookings can be canceled<br>
 
:3. Add your text to the corresponding field and select the period when bookings can be canceled<br>
 
:(you can use HTML tags there to format the text to your needs).
 
:(you can use HTML tags there to format the text to your needs).
[[File:Cancellation policy settings v3.png | center]]
+
<br>
 +
:4. You can also ask your clients about the cancellation reason and make this option obligatory or not.
 +
[[File:Cancellation policy settings v3 new options.png | center]]
 
<br><br>
 
<br><br>
 
------
 
------
=Classes=
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=[[Classes_custom_feature | Classes]]=
  
 
[[File:Classes.png | left]] Now SimplyBook.me allows new option for classes and events scheduling whatever kind of business you have. Brand new feature allows you to have all your classes/events in separate section so that you will never mix them up with simple services. Or you can use classes/events interface only. Moreover, this custom feature allows to have almost all settings necessary for class/event scheduling on one page, which makes the setup process easy and fast.
 
[[File:Classes.png | left]] Now SimplyBook.me allows new option for classes and events scheduling whatever kind of business you have. Brand new feature allows you to have all your classes/events in separate section so that you will never mix them up with simple services. Or you can use classes/events interface only. Moreover, this custom feature allows to have almost all settings necessary for class/event scheduling on one page, which makes the setup process easy and fast.
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[[File:Clean history new icon.png ‎|left]]
 
[[File:Clean history new icon.png ‎|left]]
  
Use this Custom Feature to clean all old bookings from the system. You can set when the bookings should be deleted and then the Custom Feature will take care of never having older bookings on record than according to your definition. Please use with care as we can not get deleted bookings back for you!
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Use this Custom Feature to clean all old bookings from the system. You can set when the bookings should be deleted and then the Custom Feature will take care of never having older bookings on record than according to your definition. Please use with care as we can not get deleted bookings back for you! It works and deletes selected bookings till you turn this feature off.
 
<br><br><br>
 
<br><br><br>
'''Please note!''' This plugin is not compatible with: [[Custom_Features#Coupons_.26_Gift_Cards | Coupons & Gift Cards]] and [[Custom_Features#Membership | Membership]]
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'''Please note!''' This custom feature is not compatible with: [[Custom_Features#Coupons_.26_Gift_Cards | Coupons & Gift Cards]] and [[Custom_Features#Membership | Membership]]
 
<br><br><br>
 
<br><br><br>
 
;How to use
 
;How to use
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[[File:Client login enable path.png | center]]
 
[[File:Client login enable path.png | center]]
 
<br><br>
 
<br><br>
:2. Click on "Settings" button to enable/disable sign up on the booking page, ask your clients for their address on the booking page and set notification templates about creating new user, password reset and change.
+
:2. Click on "Settings" button to:
 +
:*enable/disable sign up on the booking page,  
 +
:*ask your clients for their address on the booking page,
 +
:*make phone feld mandatory or not,
 +
:*hide "Personal data report" from client profile
 +
:*set notification templates about creating new user, password reset and change.
 
[[File: Client login settings path.png | center]]
 
[[File: Client login settings path.png | center]]
 
<br>
 
<br>
[[File: Client login settings v3.png | center]]
+
[[File:Client login settings v3 new options.png | center]]
 
<br>
 
<br>
 
To have '''bookings only from clients that already exist in the system''' please uncheck the box “Allow clients to sign up on site”
 
To have '''bookings only from clients that already exist in the system''' please uncheck the box “Allow clients to sign up on site”
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'''Please note!''' If you block the client he/she will not receive information about your [[Custom_Features#Rewards_and_Referrals | promotions]] as well.
 
'''Please note!''' If you block the client he/she will not receive information about your [[Custom_Features#Rewards_and_Referrals | promotions]] as well.
 
<br><br>
 
<br><br>
If you need to '''merge clients''' please follow these instructions:.
+
If you have several profiles for one and the same client and need to '''merge clients''' please follow these instructions:
 
<br>
 
<br>
 
:1) Go to Manage//Clients, and click on "Merge clients" at the top.
 
:1) Go to Manage//Clients, and click on "Merge clients" at the top.
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[[File:Contact widget settings path.png | center]]
 
[[File:Contact widget settings path.png | center]]
 
<br><br>
 
<br><br>
See the instructions [[Widgets_for_your_own_website#Booking_and_Contact_Button_Widget| how to add booking widget to your website]]
+
:See the instructions [[Widgets_for_your_own_website#Booking_and_Contact_Button_Widget| how to add booking widget to your website]]
 
<br><br>
 
<br><br>
 
:3. To check received messages from your customers please select Custom features//Contact messages or click on "Reports" in Custom features//Contact widget//Settings.
 
:3. To check received messages from your customers please select Custom features//Contact messages or click on "Reports" in Custom features//Contact widget//Settings.
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<br><br>
 
<br><br>
 
-------
 
-------
=Coupons & Gift Cards=
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=[[Coupons and Gift Cards custom feature | Coupons & Gift Cards]]=
 
<br>
 
<br>
 
[[File:Coupons and gift cards icon.png| left]]
 
[[File:Coupons and gift cards icon.png| left]]
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<br><br>
 
<br><br>
 
'''Please note!''' This Custom feature cannot be used together with [[Custom_Features#Rewards_and_Referrals | Rewards and Referrals]] and [[Custom_Features#Clean_History | Clean History]].
 
'''Please note!''' This Custom feature cannot be used together with [[Custom_Features#Rewards_and_Referrals | Rewards and Referrals]] and [[Custom_Features#Clean_History | Clean History]].
:As well when you enable it [[Custom_Features#Accept_Payments | Accept Payments]] and [[Custom_Features#Client_Login | Client Login]] features will be enabled.
+
:As well when you enable it [[Custom_Features#Accept_Payments | Accept Payments]] feature will be enabled as well.
 +
<br><br>
 +
'''Please note!''' If you are using this feature with [[Custom_Features#Multiple_Bookings | Multiple Bookings]], [[Custom_Features#Group_Bookings | Group Bookings]] or [[Recurring_services(packs) |recurring services]] the discount will be applied to the whole purchase(all the sessions selected).
 
<br><br>
 
<br><br>
 +
 +
 
;How to use
 
;How to use
 
:1. Enable this custom feature in Business Enhancements section of your Custom Features page.
 
:1. Enable this custom feature in Business Enhancements section of your Custom Features page.
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[[File:Promotions connected items.png| center]]
 
[[File:Promotions connected items.png| center]]
 
<br><br>
 
<br><br>
:8. Save your settings. And one more step - you can now issue the gift card and/or send promotion messages to yur customers.<br>
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:8. Save your settings. And one more step - you can now issue the gift card and/or send promotion messages to your customers.<br>
 
:Just use the corresponding button in the left-side menu.
 
:Just use the corresponding button in the left-side menu.
 
[[File:Issue gift card.png | center]]
 
[[File:Issue gift card.png | center]]
 +
<br><br>
 +
:9. You can also set templates for clients to receive email and/or SMS notifications when they purchase a gift-card on the booking site.
 +
:To do that please navigate to Custom features//Coupons and Gift Cards//Settings//Notifications.
 +
[[File:Coupons and gift cards notification templates path.png  | center]]
 +
<br><br>
 +
[[File:Coupons and gift cards notification templates.png | center]]
 
<br><br>
 
<br><br>
 
-------
 
-------
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<br><br><br>
 
<br><br><br>
 
;How to use
 
;How to use
:1. Enable this feature per one-time payment on your Custom features page.
+
:1. Enable this feature per one-time payment(you will see the exact price in your account) on your Custom features page.
 
[[File:Custom domain enable path.png | center]]
 
[[File:Custom domain enable path.png | center]]
 
<br><br>
 
<br><br>
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<br><br>
 
<br><br>
 
:3. Then in your Domain controller, you need to find where you set the DNS records and set A-record to IP mentioned in this feature settings.
 
:3. Then in your Domain controller, you need to find where you set the DNS records and set A-record to IP mentioned in this feature settings.
[[File: Custom domain settings v3.png | center]]
+
:'''Please note!''' AAAA (IPv6) record must not be set, otherwise SSL certificate cannot be issued.
 +
[[File:Custom domain settings v3 new.png | center]]
 
<br><br>
 
<br><br>
 
:After A-records are set enter domain name you wish to use in its settings and save.
 
:After A-records are set enter domain name you wish to use in its settings and save.
 
<br>
 
<br>
Then we will automatically receive the request and apply the settings on our side. As soon as they are applied your domain name starts working for the booking site.
+
Then we will automatically receive the request and apply the settings on our side(it may take some time - usually around 24-48h). As soon as they are applied your domain name starts working for the booking site.
 
<br><br>
 
<br><br>
 
:''If you wish to change Custom Domain name to different one from the one set before it can be done for additional price as new SSL certificates need to be created. For additional information please contact support.''
 
:''If you wish to change Custom Domain name to different one from the one set before it can be done for additional price as new SSL certificates need to be created. For additional information please contact support.''
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<br><br>
 
<br><br>
 
The system will send the corresponding report to your company email address that you have indicated in Settings//Company information//Basic information.
 
The system will send the corresponding report to your company email address that you have indicated in Settings//Company information//Basic information.
 +
[[File:Daily report.png | border| center]]
 
<br><br>
 
<br><br>
 
-------
 
-------
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Do you wish to add automated booking functionality to your facebook fan page? <br>Now it is possible with brand new Facebook bot custom feature.  
 
Do you wish to add automated booking functionality to your facebook fan page? <br>Now it is possible with brand new Facebook bot custom feature.  
 
<br><br>
 
<br><br>
'''Please note!''' Facebook bot provides only basic functionality, so for example payments, client login, memberships, approve bookings, etc are not working there.<br>
+
'''Please note!''' Facebook bot works in English only and provides only basic functionality, so for example payments, client login, memberships, approve bookings, etc are not working there.<br>
 
Contact support for more details. <br><br>
 
Contact support for more details. <br><br>
 
;How to use
 
;How to use
  
 
:1. Enable "Facebook Bot" Custom feature on your Custom Features page  
 
:1. Enable "Facebook Bot" Custom feature on your Custom Features page  
[[File:Facebook bot enable path.png | center]]
+
[[File:Facebook bot enable v3.png | center]]
 
<br><br>
 
<br><br>
 
:2. Choose "Settings" near it to see basic instructions.
 
:2. Choose "Settings" near it to see basic instructions.
[[File:Facebook bot settings path v3.png | center]]
+
[[File: Facebook bot settings path.png | center]]
 
<br><br>
 
<br><br>
 
:3. Log into the [https://developers.facebook.com/ Facebook Developer Console].  
 
:3. Log into the [https://developers.facebook.com/ Facebook Developer Console].  
[[File: Facebook developer console login new.png | center]]
+
[[File:Facebook developers login new.png | center]]
 
<br><br>
 
<br><br>
 
:4. Click on My Apps in the upper right-hand corner and choose to "Add a New App"
 
:4. Click on My Apps in the upper right-hand corner and choose to "Add a New App"
[[File:Facebook developer console create new app.png | center]]
+
[[File:Fb create new app.png | center]]
 
<br><br>
 
<br><br>
 
:5. Enter a name and contact email address and click on "Create App ID".
 
:5. Enter a name and contact email address and click on "Create App ID".
[[File:App id.png | center]]
+
[[File:Create new app id new.png | center]]
 
<br><br>
 
<br><br>
:6. On the next page, click the "Set Up" button for the Messenger option.
+
:6. On the next page you will see scenarios. Please skip this step.
[[File:Select messenger.png | center]]
+
[[File:Fb bot skip step.png | center]]
 
<br><br>
 
<br><br>
:7. Under the Token Generation section, choose one of your Facebook pages.
+
:7. Add all basic information about your company and bot, required links, an icon as well as GDPR related information if necessary.
[[File:Token settings new.png | center]]
+
[[File:Fb bot add basic details.png | center]]
 
<br><br>
 
<br><br>
:8. This will generate a Page Access Token. Enter it in Simplybook.me Facebook bot settings.
+
:8. Then please click on "+" near "Products" on the left-side.
[[File:Facebook bot settings v3.png | center]]
+
[[File:Fb bot products path.png | center]]
 
<br><br>
 
<br><br>
:9. Click the Setup Webhooks button under the Webhooks section and enter Callback URL and Verify token.
+
:9. Scroll the page you see a little bit and click the "Set Up" button for the Messenger option.
[[File:Webhooks.png | center]]  
+
[[File:Fb bot messenger path.png | center]]
 
<br><br>
 
<br><br>
:10. Check the messages and messaging_postbacks options under Subscription Fields.
+
:10. Under the Token Generation section, choose one of your Facebook pages, copy the token you get.
[[File:Screenshot from 2018-02-01 17-21-16.png | center]]
+
[[File:Fb bot token copy.png | center]]
 
<br><br>
 
<br><br>
:11. Click the Verify and Save button.
+
:11. This will generate a Page Access Token. Enter it in Simplybook.me Facebook bot settings.
:12. Scroll to “App Review for Messenger” block, select the first option “pages_messaging”, add it to submisson,<br>
+
[[File:Fb bot token paste.png | center]]
: then choose "Add details" and fill in the fields as on the following image on the pop-up that appears.
 
[[File:Review settings.png | center]]
 
 
<br><br>
 
<br><br>
:13. After you save settings please go to Settings//Basic, add icon for your app, privacy policy link, select category and business use.
+
:12. Click the Setup Webhooks button under the Webhooks section and enter Callback URL and Verify token.
[[File:Facebook basic settings.png | center]]
+
[[File:Fb bot setup webhooks.png | center]]  
 
<br><br>
 
<br><br>
:14. And you are done! You will receive notification as soon as Facebook approves your application your clients will be able to book using the chat bot.
+
:13. Check the messages and messaging_postbacks options under Subscription Fields.
 +
[[File:Fb bot setup webhooks step 2.png | center]]
 +
<br><br>
 +
:14. Click "Verify and Save" button.
 +
:15. Scroll to “App Review for Messenger” block, select the first option “pages_messaging” and add the details requested there.
 +
[[File:Pages messaging add.png | center]]
 +
<br><br>
 +
[[File:Fb bot submission step 1.png | center]]
 +
<br><br>
 +
:16. You can use the same details as on this image.
 +
[[File:Fb bot submission step 2.png | center]]
 +
<br><br>
 +
:17. Submit your app for review.
 +
[[File:Fb bot submission step 3.png | center]]
 +
<br><br>
 +
:18. You can also make your app live for approved users to test.
 +
:It will become available to all your page visitors after Facebook approval.
 +
[[File:Fb bot make app public.png | center]]
 +
<br><br>
 +
:19. It may take some time for Facebook to approve your application and your clients will be able to book using the chat bot.
 +
:Here you can see how approved request will look like<br>
 +
[[File:Bot approved.png | center]]
 
<br><br>
 
<br><br>
 
-------
 
-------
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[[File:Facebook client info new icon.png ‎|left]]
 
[[File:Facebook client info new icon.png ‎|left]]
  
The Facebook Custom Feature will simplify your life and your customer's life. They can log in and make appointments with their Facebook profile. On top of that it allows you to see their Facebook profile photo in your dashboard so you will recognize the person when he/she walks in. Please note, that services may be visible on his/her timeline.
+
The Facebook Custom Feature will simplify your life and your customer's life. They can log in and make appointments with their Facebook profile. You can thereby also see their Facebook profile photo in the dashboard, allowing you to recognise them when they walk through the door. Please note, that services may be visible on his/her timeline.
 
<br><br>
 
<br><br>
 
;How to use
 
;How to use
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Use the Google Analytics Custom Feature to see how many customers visit your site both on an everyday basis and during promotion campaigns. Use the adwords analytics to count how many actually book after clicking an adwords advertisement.
 
Use the Google Analytics Custom Feature to see how many customers visit your site both on an everyday basis and during promotion campaigns. Use the adwords analytics to count how many actually book after clicking an adwords advertisement.
 
<br><br><br>
 
<br><br><br>
 +
 +
 +
 
;How to use
 
;How to use
 
:1. Enable "Google Adwords and Analytics" feature on your Custom Features page.
 
:1. Enable "Google Adwords and Analytics" feature on your Custom Features page.
Line 633: Line 681:
 
[[File:Google analytics settings v3.png | center]]
 
[[File:Google analytics settings v3.png | center]]
 
<br><br>
 
<br><br>
 +
 +
 
;Where to find the details
 
;Where to find the details
:The '''Google analytics id''' can be found in your Google analytics accounts. <br>
+
:1. The '''Google analytics id''' can be found in your Google analytics accounts. <br>
:Go to Analytics home, you will see a list of your sites, and on the right side of the site name, there is your analytics number. <br>
+
:Go to Analytics home, and click on "All Web Site data" in the top left corner.
 +
[[File:Analytics home.png | center]]
 +
<br><br>
 +
:2. In the pop-up you will see your Analytics ID
 +
[[File:Analytics id.png | center]]
 +
<br><br>
 
:It should be in the format: UA-XXXXXXXX-X  Where XXXXXXX-X is some number.<br>
 
:It should be in the format: UA-XXXXXXXX-X  Where XXXXXXX-X is some number.<br>
 
:''An example of this id would be:  UA-70295750-1''<br>
 
:''An example of this id would be:  UA-70295750-1''<br>
 
:To start tracking visitors, you only need to set your analytics account id. <br><br>
 
:To start tracking visitors, you only need to set your analytics account id. <br><br>
 +
 
However '''to track results of an adwords campaign''' you need to set up an adwords campaign conversion id and insert this id into the SimplyBook.me Custom Feature.
 
However '''to track results of an adwords campaign''' you need to set up an adwords campaign conversion id and insert this id into the SimplyBook.me Custom Feature.
:1. Sign in to your AdWords account at https://adwords.google.com.
+
:1. Sign in to your Ads account at https://ads.google.com
:2. Click Tools
+
:2. Click Tools and select Conversions
:3. Select Conversions.
+
[[File:Conversions path.png| center]]
:4. Click + to create conversions and Select Website conversions.
+
<br><br>
:5. Set it up, and Save.
+
:3. Click + to create conversions and select Website conversions.
:6. When you save, you will see a code like:
+
[[File:New conversion step 1.png | center]]
 
+
<br><br>
<!-- Google Code for test-simply Conversion Page -->
+
:4. Set up the options.
<code>
+
[[File:New conversion step 2.png | center]]
<script type="text/javascript">
+
<br><br>
 
+
'''Google conversion value''' is the conversion value that you give to a client that hits your target. It can, for example, be set as 20 for $20 per conversion if the average price of your service is $20. We set it default to 1, which could mean $1 value per conversion but you should change this to the right value for you.
/* <![CDATA[ */
+
<br><br>
 +
:5. Select to insert the Tag yourself.
 +
[[File:New conversion step 3.png | center]]
 +
<br><br>
 +
:6. Then you will see a code like this:
 +
[[File:New conversion step 4.png | center]]
 +
<br><br>
  
var google_conversion_id = '''1020314917'''; </code>    <-----  This line shows the conversion code to insert into the Custom Feature settings.<br>
 
 
<code>
 
<code>
var google_conversion_language = "en";
+
<!- Event snippet for Testing conversion page -><br>
 
+
<script><br>
var google_conversion_format = "3";
+
gtag('event', 'conversion', {'send_to': 'AW-XXXXXXXXX/YYYYYYYY-YYYYYYYYYYY'});<br>
 
+
</script>
var google_conversion_color = "ffffff";
 
 
 
var google_conversion_label = "O0bzCMrgj2sQpYrD5gM";
 
 
 
var google_remarketing_only = false;
 
 
 
/* ]]> */
 
 
</code>
 
</code>
 +
<br>
 +
where XXXXXXXXX is your conversion id(google_conversion_id value) and <br>
 +
YYYYYYYY-YYYYYYYYYYY is conversion label(google_conversion_label value)
 
<br>
 
<br>
 
:7. Use these details to add to the corresponding fields of this custom feature settings.
 
:7. Use these details to add to the corresponding fields of this custom feature settings.
 
<br>
 
<br>
 +
[[File:Add conversion details to sbm.png | center]]
 +
<br><br>
  
'''Google conversion value value''' is the conversion value that you give to a client that hits your target. It can for example be set as 20 for $20 per conversion if the average price of your service is $20. We set it default to 1, which could mean $1 value per conversion but you should change this to the right value for you.
 
<br><br>
 
 
-------
 
-------
 
=Google Authenticator=
 
=Google Authenticator=
Line 681: Line 738:
 
<br><br>
 
<br><br>
 
:'''Please note!''' In case you have this feature enabled our support agents will not be able to access your account settings.
 
:'''Please note!''' In case you have this feature enabled our support agents will not be able to access your account settings.
:As well it will not be possible to connect the account to [[Zapier_integration | Zapier]].
+
:As well it will not be possible to connect the account to [[Custom_Features#Zapier_Connector | Zapier]].
 
<br>
 
<br>
  
Line 803: Line 860:
 
:The clients will be able to use the arrows to choose the number of participants(the look ay differ depending on the theme you have).
 
:The clients will be able to use the arrows to choose the number of participants(the look ay differ depending on the theme you have).
 
[[File:Group bookings client view.png ‎| center]]
 
[[File:Group bookings client view.png ‎| center]]
<br clear=all/>
+
<br><br>
  
 
-------
 
-------
Line 813: Line 870:
 
Available with Standard and Premium(former Gold and Platinum) subscriptions.
 
Available with Standard and Premium(former Gold and Platinum) subscriptions.
 
<br><br>
 
<br><br>
The personal information custom feature is designed to help [https://simplybook.me SimplyBook.me] users to protect their client's and patient's data. It does not replace user's own security procedures but enhances [https://simplybook.me SimplyBook.me] data security by using double authentication during login process for all users who access the system (users need to register their mobile phone number to receive authentication code SMS or connect [[Custom_Features#Google_Authenticator | Google Authenticator]] using corresponding custom feature). This custom feature includes a “Timeout” setting which automatically logs user out to reduce the risk of unauthorized users accessing the system.<br>
+
The personal information custom feature is designed to help [https://simplybook.me SimplyBook.me] users to protect their client's and patient's data. It does not replace user's own security procedures but enhances [https://simplybook.me SimplyBook.me] data security by using double authentication during login process for all users who access the system (users need to register their mobile phone number to receive authentication code SMS(you need SMS credits for this) or connect [[Custom_Features#Google_Authenticator | Google Authenticator]] using corresponding custom feature). This custom feature includes a “Timeout” setting which automatically logs user out to reduce the risk of unauthorized users accessing the system.<br>
 
The system blocks all access for [https://simplybook.me SimplyBook] support personnel further reducing access by unrelated people to the system. It is possible to further reduce exposure of personal information to unauthorized people by using the [[Custom_Features#Clean_History | Clean History custom feature]]. This way old data gets deleted and is therefore not accessible. <br><br>
 
The system blocks all access for [https://simplybook.me SimplyBook] support personnel further reducing access by unrelated people to the system. It is possible to further reduce exposure of personal information to unauthorized people by using the [[Custom_Features#Clean_History | Clean History custom feature]]. This way old data gets deleted and is therefore not accessible. <br><br>
'''Please note!''' This custom feature does NOT replace the [https://simplybook.me SimplyBook.me] user's own security controls which also need to be in place for client and patient data protection. Please refer to relevant documentation in your country and get assistance from qualified advisors in the field of client/patient data protection.
+
'''Please note!'''  
 +
*This custom feature does NOT replace the [https://simplybook.me SimplyBook.me] user's own security controls which also need to be in place for client and patient data protection. Please refer to relevant documentation in your country and get assistance from qualified advisors in the field of client/patient data protection.
 +
*[service] and [client] variables in notification templates do not work when this Custom Feature is enabled due to security reasons.
 +
*It is not possible to connect the account to [[Custom_Features#Zapier_Connector | Zapier]] if you are using HIPAA feature.
 
<br><br>
 
<br><br>
 
;How to use
 
;How to use
Line 842: Line 902:
 
[[File:Hipaa validated number.png | center]]
 
[[File:Hipaa validated number.png | center]]
 
<br><br>
 
<br><br>
'''Please note''', [service] and [client] variables in notification templates do not work when this Custom Feature is enabled due to security reasons.
 
<br>
 
As well it is not possible to connect the account to [[Zapier_integration | Zapier]] if you are using HIPAA feature.
 
<br>
 
 
 
 
-------
 
-------
  
Line 873: Line 927:
 
:'''Attention!''' It is forbidden to import a client list with emails and client information where the clients have not specifically granted you the right to do so.
 
:'''Attention!''' It is forbidden to import a client list with emails and client information where the clients have not specifically granted you the right to do so.
 
<br>
 
<br>
:'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).
+
:'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).<br>
 +
:It is only possible to import 500 clients by default. If you need to import more please contact support for details.
 
<br><br>
 
<br><br>
 
'''How to use this option:'''
 
'''How to use this option:'''
Line 884: Line 939:
 
:- Save file in .csv format with comma separation.
 
:- Save file in .csv format with comma separation.
 
<br><br>
 
<br><br>
:3. Go to Manage//Clients//Import from CSV.  
+
:3. Go to Manage//Clients//Import from CSV or simply click on "Settings" near this custom feature.  
 
[[ File:Import clients file upload path.png | center]]
 
[[ File:Import clients file upload path.png | center]]
 
<br><br>
 
<br><br>
Line 935: Line 990:
 
:Just click on “Authorization”, fill in your Instagram username and password.<br>
 
:Just click on “Authorization”, fill in your Instagram username and password.<br>
 
[[File:Instagram photo sharing settings v3.png| center ]] [[File:Instagram login.png | center]]
 
[[File:Instagram photo sharing settings v3.png| center ]] [[File:Instagram login.png | center]]
 +
<br><br>
 +
:4. If you have many posts within your Instagram account you can set how many images to display per page.
 +
[[File:Instagram number of images per page.png | center]]
 
<br><br>
 
<br><br>
 
You have it set now and your Instagram images will be displayed on separate tab on the booking site.
 
You have it set now and your Instagram images will be displayed on separate tab on the booking site.
Line 943: Line 1,001:
 
<br><br>
 
<br><br>
 
- When you add images to your Instagram they will be updated on the booking page within an hour. <br>If you wish it to happen sooner please click on “Refresh now” on this custom feature “Settings” page.  
 
- When you add images to your Instagram they will be updated on the booking page within an hour. <br>If you wish it to happen sooner please click on “Refresh now” on this custom feature “Settings” page.  
[[File: Instagram photo sharing settings v3 refresh.png | center]]
+
[[File:Instagram refresh option.png | center]]
 
<br><br>
 
<br><br>
 
- If Instagram post consists of several images/photos only first one will be displayed on the booking site.<br>
 
- If Instagram post consists of several images/photos only first one will be displayed on the booking site.<br>
Line 975: Line 1,033:
 
:'''checkbox''' - creates a checkbox that clients should either check or leave unchecked. Useful for questions that require binary answer, for example "I will need additional services".
 
:'''checkbox''' - creates a checkbox that clients should either check or leave unchecked. Useful for questions that require binary answer, for example "I will need additional services".
 
:'''dropdown selection''' - creates a drop-down list with the ability to choose only 1 option. In order to create this field, you will need to create a list of values in the section "Dropdown options and default option". Also you can select the Default value that will be assigned if nothing is chosen from the list.
 
:'''dropdown selection''' - creates a drop-down list with the ability to choose only 1 option. In order to create this field, you will need to create a list of values in the section "Dropdown options and default option". Also you can select the Default value that will be assigned if nothing is chosen from the list.
[[File:Intake form types.png ‎|center]]
+
:'''date''' - creates date selection option with calendar
 +
[[File:Intake forms fields types.png ‎|center]]
 
<br><br>
 
<br><br>
 
:6. Make it rather obligatory or not with the help of "optional" switcher.
 
:6. Make it rather obligatory or not with the help of "optional" switcher.
Line 1,010: Line 1,069:
 
[[File:Limit bookings system limit v3.png | center]]
 
[[File:Limit bookings system limit v3.png | center]]
 
<br><br>
 
<br><br>
:4. If you need to set the limit for certain service please navigate to Manage//Services(Classes) page, choose More options tab and set the desired number per service.
+
:4. If you need to set the limit for certain service please navigate to Manage//Services(Classes) page, choose More options tab and set the desired number per service/class.
 
[[File:Limit bookings per service v3.png | center]]
 
[[File:Limit bookings per service v3.png | center]]
 
<br><br>
 
<br><br>
Line 1,043: Line 1,102:
 
[[File:Create new membership v3.png | center]]
 
[[File:Create new membership v3.png | center]]
 
<br><br>
 
<br><br>
It is possible to set different First payment and Recurring prices if you wish to suggest lower price to regular customers.  
+
It is possible to set different First payment and Recurring prices if you wish, for example, to suggest lower price to regular customers.  
 
<br>
 
<br>
[[File:Membership- first and recurring price.png | center]]
+
[[File:Membership price1.png| center]]
 
<br><br>
 
<br><br>
''Please note!'' Recurring membership payments can work with Stripe and CardConnect payment processors only.
+
'''Please note!''' Recurring membership payments can work with Stripe payment processor only.
 
<br><br>
 
<br><br>
 
You can set price only for membership here and zero price for service(in Manage//Services//Service details//Price) connected to this membership(for gyms for example) or you can set prices for both Membership and Service, it will allow your clients who purchased membership book a service at a lower price.
 
You can set price only for membership here and zero price for service(in Manage//Services//Service details//Price) connected to this membership(for gyms for example) or you can set prices for both Membership and Service, it will allow your clients who purchased membership book a service at a lower price.
Line 1,073: Line 1,132:
 
:'''Where can i check payments my clients made for memberships'''
 
:'''Where can i check payments my clients made for memberships'''
 
You will be able to see that information in Reports//Membership payments.<br>
 
You will be able to see that information in Reports//Membership payments.<br>
If client has chosen "Pay Later" option instead of paying online you will be able to approve such membership purchases there.
+
If client has chosen "Pay Later" option instead of paying online you will be able to approve such membership purchases there.<br>
 +
Only after  your approval the client will be able to book the services related to the selected membership.
 
<br><br>
 
<br><br>
  
Line 1,092: Line 1,152:
 
[[File:Attach membership from admin side step2 v3.png | center]]
 
[[File:Attach membership from admin side step2 v3.png | center]]
 
<br><br>
 
<br><br>
Choose membership from available and set the end date. Click on "Add" to save your settings.
+
Choose membership from available and set the start date(end date will be calculated by the system based on the selected membership duration). Click on "Add" to save your settings.
[[File:Attach membership from admin side step3 v3.png | center]]
+
[[File:Attach membership to client2.png | center]]
 
<br><br>
 
<br><br>
 
As a result you will see membership successfully added.<br>
 
As a result you will see membership successfully added.<br>
You will also see active clients' memberships here with a possibility to cancel if necessary.<br>
+
You will also see active clients' memberships with number of sessions left.<br>
:'''Please note''' it is possible to cancel only active memberships, not the expired ones.
+
[[File:Membership status admin side2.png | center]]
[[File:Editing membership per client.png | center]]
 
 
<br><br>
 
<br><br>
 
-------
 
-------
Line 1,119: Line 1,178:
 
<br><br>
 
<br><br>
 
:3. Here is how it will look like on the client side in one of the themes.
 
:3. Here is how it will look like on the client side in one of the themes.
[[File:Multiple bookings client side view.png | center]]
+
[[File:Book and add more v3.png | center]]
 
<br><br>
 
<br><br>
 
-------
 
-------
Line 1,131: Line 1,190:
 
<br><br><br>
 
<br><br><br>
 
:Here you can see the example of client view:
 
:Here you can see the example of client view:
[[File:Multiple locations.png | center]]
+
[[File:Locations booking page view.png | center]]
 
<br><br>
 
<br><br>
 
;How to use
 
;How to use
Line 1,137: Line 1,196:
 
[[File:Multiple locations enable path.png | center]]
 
[[File:Multiple locations enable path.png | center]]
 
<br><br>
 
<br><br>
2. Add locations either in the settings of the Custom Feature or in Manage//Providers//Add location.  
+
2. Add locations either in the settings of the Custom Feature or in Manage//Service Providers//Add location.  
 
[[File:Create new location item v3.png | center ]]<br/>
 
[[File:Create new location item v3.png | center ]]<br/>
 
3. Click on "Location providers" tab for corresponding location and check necessary boxes to connect service providers with location.<br/>
 
3. Click on "Location providers" tab for corresponding location and check necessary boxes to connect service providers with location.<br/>
Line 1,150: Line 1,209:
 
;How to set schedule for location?
 
;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.  
 
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, or to Manage//Providers//Service providers schedule 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.
+
:1. To set individual schedule for provider go to Settings//Service providers//Working hours, or to Manage//Service Providers//Service providers schedule 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.
:2. To relate provider and location go to Manage//Providers//Service provider's locations and check the boxes with location(s) provider should be related to.
+
:2. To relate provider and location go to Manage//Service Providers//Service provider's locations and check the boxes with location(s) provider should be related to.
 
<br><br>
 
<br><br>
 
;How can I relate service to location.
 
;How can I relate service to location.
Locations can be related only to service providers, thus if you need to relate service to the particular location, you need initially to relate service to the service provider:
+
Locations can be related only to service providers, thus if you need to relate service to the particular location, you need initially to relate this service to the service provider:
:1. In Manage//Providers//Services, attached to this service provider check the boxes with services related to this provider.<br>
+
:1. In Manage//Service Providers//Services, attached to this service provider check the boxes with services related to this provider.<br>
:2. In Manage//Providers//Service provider's locations and check the boxes with location(s) provider should be related to.
+
:2. In Manage//Service Providers//Service provider's locations and check the boxes with location(s) provider should be related to.
 
<br><br>
 
<br><br>
 
-------
 
-------
Line 1,174: Line 1,233:
 
[[File:News settings path.png | center]]
 
[[File:News settings path.png | center]]
 
<br><br>
 
<br><br>
:3. Create the posts on the page you see by clicking on "Add" button.
+
:3. Create the posts on the page you see by clicking on "+" button.
[[File:News settings.png | center]]
+
[[File:Add new news item v3 updated.png | center]]
 
<br><br>
 
<br><br>
 
-------
 
-------
=Password Security Settings=
+
=Packages=
<br>
+
[[File:Packages icon.png | left]]
[[File:Strict password icon.png | left]]
+
With the Packages custom feature you can create a package of multiple services, or, if you also sell additional items, combine services with products, add-ons, and [[Custom_Features#Classes |classes]]. Clients can buy packages on your booking page or with Simplybook.me’s [[Custom_Features#Point_of_Sale | POS feature]]. Each package can be defined with any number of services and products, and you can set the validity to any period available. Once clients have purchased a package, they can book a service at any time paying with their package credits. They can always check how many occurrences are left within each package.
 +
 
 +
 
  
 +
:'''Please note''', as soon as you turn this custom feature on, [[Custom_Features#Client_Login | Client login]] and [[Custom_Features#Accept_Payments | Accept Payments]] features will be enabled as well.
  
The Password security settings Custom Feature allows to define password requirements for system users and clients. This can further harden the system for possible intrusion. Just in few steps you can make your system more secure!
 
<br><br><br>
 
;How to use
 
:1. Enable Password Security Settings option on yur Custom Features page.
 
[[File:Strict password enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. Click on "Settings" button that will appear near it.
+
 
[[File:Strict password settings path.png | center]]
+
Video tutorial available '''''[https://www.youtube.com/watch?v=aVVJ3f6pqek&feature=youtu.be here]'''''
 +
<br><br>
 +
;How to use
 +
:1. To switch this custom feature on, please navigate to your Custom Features page, go to “Other” section and click on “Enable”
 +
<nomobile>[[File:Packages enable path.png | center]]</nomobile>
 +
<mobileonly>[[File:M packages enable path.png | center]]</mobileonly>
 +
<br><br>
 +
:2. Then choose “Settings” option.
 +
<nomobile>[[File:Packages settings path.png | center]]</nomobile>
 +
<mobileonly>[[File:M packages settings path.png | center]]</mobileonly>
 +
<br><br>
 +
:3. Just click on “+” button to create a new package. The form will appear on the right side of the page.
 +
<nomobile>[[File:Create new package.png | center]]</nomobile>
 +
<mobileonly>[[File:M create new package.png | center]]</mobileonly>
 +
<br><br>
 +
:4. Insert package name, add a description (you can even use HTML formatting for a better look) and image. At this point you can also set the package price: you can specify the cost (if you want to make a discount, for example) or skip price box to later keep the total cost of all the elements included.
 +
:'''Please note,''' it is not possible to create a package without setting a price.
 +
<nomobile>[[File:Add new package details.png | center]]</nomobile>
 +
<mobileonly>[[File:M add new package details.png | center]]</mobileonly>
 +
<br><br>
 +
:5. Define the validity period of the package and set the number of sets available (unlimited by default).
 +
<nomobile>[[File:Package duration and limit.png | center]]</nomobile>
 +
<mobileonly>[[File:M package duration and limit.png | center]]</mobileonly>
 +
<br><br>
 +
:6. Proceed to adding services, products and add-ons to the package. You will see three corresponding sections below.
 +
<nomobile>[[File:Package items possibilities.png | center]]</nomobile>
 +
<mobileonly>[[File:M package items possibilities.png | center]]</mobileonly>
 +
<br><br>
 +
:7. Please select “Services” section, check the boxes with the necessary items and set the quantity that will be available for booking.
 +
<nomobile>[[File:Add items to the package.png | center]]</nomobile>
 +
<mobileonly>[[File:M add items to the package.png | center]]</mobileonly>
 +
<br><br>
 +
:8. If you are using [[Custom_Features#Products_for_Sale |Products for sale]] and/or [[Custom_Features#Service_Add-ons |Service Add-ons]] features simply select the corresponding tabs and add elements the same way.
 +
<nomobile>[[File:Add items to the package2.png | center]]</nomobile>
 +
<mobileonly>[[File:M add items to the package2.png | center]]</mobileonly>
 +
<br><br>
 +
:9. After you have added all the options and if you have not set a package price yet, get back to the “Details” tab and use “Calculate price” button to make the system automatically sum up all the elements prices for you.
 +
<nomobile>[[File:Autocalculate the price.png | center]]</nomobile>
 +
<mobileonly>[[File:M autocalculate the price.png | center]]</mobileonly>
 +
<br><br>
 +
:10. Now you can click on “Save and go purchase package” to issue it to certain customers or simply save everything and allow your clients to buy this package on your booking site.
 +
<nomobile>[[File:Saving the package options.png | center]]</nomobile>
 +
<mobileonly>[[File:M saving the package options.png | center]]</mobileonly>
 +
<br><br>
 +
:If you assign a package from admin side the client will not receive any notification.
 +
:If the customer buys a package on the booking site he/she will receive the invoice like with the regular booking.
 +
<br><br>
 +
:11. Go to Reports//Packages to check packages order history, customer data, as well as the number of remaining items.
 +
:Use filters for more extensive analysis.
 +
<nomobile>[[File:Package reports.png | center]]</nomobile>
 +
<mobileonly>[[File:M package reports.png | center]]</mobileonly>
 +
<br><br>
 +
 
 +
 
 +
;The use of Packages within the POS feature
 +
:1. Make sure you have enabled  POS custom feature.
 +
<nomobile>[[File:Pos enabled view.png | center]]</nomobile>
 +
<mobileonly>[[File:M pos enabled view.png | center]]</mobileonly>
 +
<br><br>
 +
:2. Go to POS interface, click on “New sale” button.
 +
<nomobile>[[File:Pos new sale.png | center]]</nomobile>
 +
<mobileonly>[[File:M pos new sale.png | center]]</mobileonly>
 +
<br><br>
 +
:3. Select the client on the right side of the page to make the "Package" button active.
 +
<nomobile>[[File:Sell package step1.png | center]]</nomobile>
 +
<mobileonly>[[File:M sell package step1.png | center]]</mobileonly>
 +
<br><br>
 +
:4. Pick the item and define the start date. End date will be automatically set based on the package duration after you save the selection.
 +
<nomobile>[[File:Sell package step2.png| center]]</nomobile>
 +
<mobileonly>[[File:M sell package step2.png | center]]</mobileonly>
 +
<br><br>
 +
:'''Please note''', if the package is hidden from the booking page it will be still available within POS interface as it is part of admin side visible to POS user.
 +
<br><br>
 +
:5. Proceed to checkout after you have added all the necessary services/products/add-ons/memberships/gift cards to the cart.
 +
<nomobile>[[File:Sell_package_step3.png | center]]</nomobile>
 +
<mobileonly>[[File:M sell package step3.png | center]]</mobileonly>
 +
<br><br>
 +
:6. You may have a client who has already purchased a package before and wants to use it.
 +
:Then you will be able to click on “Use packages” button so that the items selected will be fully or partially paid with this set during the checkout.
 +
<nomobile>[[File:Use package during checkout.png | center]]</nomobile>
 +
<mobileonly>[[File:M use package during checkout.png | center]]</mobileonly>
 +
<br><br><br>
 +
 
 +
 
 +
;Booking site operation
 +
:1. The clients will be able to navigate to the “Packages” tab on your booking site.
 +
:'''Please note''', the client must be logged in to see his/her purchases.
 +
<nomobile>[[File:Client side packages available.png | center]]</nomobile>
 +
<mobileonly>[[File:M client side packages available.png| center]]</mobileonly>
 +
<br><br>
 +
:2. They will find a suitable set, choose a start date and buy the package.
 +
<nomobile>[[File:Client side packages - buy.png | center]]</nomobile>
 +
<mobileonly>[[File:M client side packages - buy.png | center]]</mobileonly>
 +
<br><br>
 +
:(if they select “pay later” option during checkout you will need to approve their purchase from admin side first. Then they will be able to book/buy the items included)
 +
<br><br>
 +
:3. When the client has already the purchased package and books the separate services/products/add-ons, he/she will be able to cover those items with his packages’ credits (if included in packages) or pay for them in a regular way.
 +
<nomobile>[[File:Client side packages - payment step.png| center]]</nomobile>
 +
<mobileonly>[[File:M client side packages - payment step.png | center]]</mobileonly>
 +
<br><br>
 +
<nomobile>[[File:Client side packages - confirmation-invoice.png | center]]</nomobile>
 +
<mobileonly>[[File:M client side packages - confirmation-invoice.png | center]]</mobileonly>
 +
<br><br>
 +
 
 +
 
 +
-------
 +
=Password Security Settings=
 +
<br>
 +
[[File:Strict password icon.png | left]]
 +
 
 +
 
 +
The Password security settings Custom Feature allows to define password requirements for system users and clients. This can further harden the system for possible intrusion. Just in few steps you can make your system more secure!
 +
<br><br><br>
 +
;How to use
 +
:1. Enable Password Security Settings option on yur Custom Features page.
 +
[[File:Strict password enable path.png | center]]
 +
<br><br>
 +
:2. Click on "Settings" button that will appear near it.
 +
[[File:Strict password settings path.png | center]]
 +
<br><br>
 +
:3. Now you can set requirements for password for your system users in the left-side block.
 +
[[File:User password settings block.png | center]]
 +
<br><br>
 +
:4. (is skipped if you are already using [[Custom_Features#Client_Login | Client Login Custom Feature]]) If you wish your clients to be able to log in securely please enable Client Login option there.
 +
[[File:Enable client login settings.png | center]]
 +
<br><br>
 +
:5. Set up password requirements for your clients in the right-side block and save settings.
 +
[[File:Client password settings block.png | center]]
 +
<br><br>
 +
-------
 +
=Photo Gallery=
 +
<br>
 +
[[File:Photo gallery new icon.png| left]]
 +
 
 +
With Photo Gallery custom feature you can upload the photos of your services to attract more clients. Simply browse photos and they will appear on your booking page.
 +
<br><br><br>
 +
;How to use
 +
:1. Enable Photo gallery option on your Custom Features page.
 +
[[File:Photo gallery enable path.png | center]]
 +
<br><br>
 +
:2. Click on "Settings" near it.
 +
[[File:Photo gallery settings path.png | center]]
 +
<br><br>
 +
:3. Upload the images on the page you see, add descriptions if necessary and they will appear in the separate tab on the booking site.
 +
[[File:Photo gallery settings.png | center]]
 +
<br><br>
 +
-------
 +
=Point of Sale=
 +
[[File:Pos icon.png | left]]
 +
Point of Sale Custom Feature allows system users to create and track sales of bookings, and to sell memberships, products and gift certificates to existing or new clients. You can check client's history of purchases, approve pending transactions and print invoices. All in the neat mobile friendly interface!
 +
<br><br>
 +
'''Please note!''' [[Custom_Features#Accept_Payments | Accept Payments Custom Feature]] will be enabled as well when you switch PoS feature on.
 +
<br><br>
 +
 
 +
Video tutorial available ''[https://www.youtube.com/watch?v=lShnUwzWBR4 here]''.
 +
<br><br>
 +
;How to use
 +
:1. Enable Point of Sale Custom Feature on your Custom Features page, “Other” section.
 +
[[File:Pos enable path.png | center]]
 +
<br><br>
 +
:2. Click on “Go to POS” near this feature or in top right corner of your admin interface.
 +
[[File:Pos settings path.png | center]]
 +
<br><br>
 +
:3. You will see sale start page. (If you need to return here at some point please use “Home” icon in the top left corner.)
 +
[[File:Pos start page.png | center]]
 +
<br><br>
 +
:4. By default guest client is selected, but you can select a client from already existing ones in your system.
 +
[[File:Pos select client.png | center]]
 +
<br><br>
 +
:5. Or add new client directly from POS interface.
 +
[[File:Add new client from pos.png | center]]
 +
<br><br>
 +
:6. Select “New Sale” option to sell service/membership/product/add-on.
 +
[[File:New sale.png | center]]
 
<br><br>
 
<br><br>
:3. Now you can set requirements for password for your system users in the left-side block.
+
[[File:Select sale option.png | center]]
[[File:User password settings block.png | center]]
 
 
<br><br>
 
<br><br>
:4. (is skipped if you are already using [[Custom_Features#Client_Login | Client Login Custom Feature]]) If you wish your clients to be able to log in securely please enable Client Login option there.
+
:7. If you have selected service option new booking will be created. Please choose which service/class, provider, date and time do you wish to book. Add product(s), add-on(s) if necessary and click on “Save”.
[[File:Enable client login settings.png | center]]
+
[[File:Pos new booking.png | center]]
 
<br><br>
 
<br><br>
:5. Set up password requirements for your clients in the right-side block and save settings.
+
:8. On the next step you can add more options to the cart(left side of the page) or confirm all the selections by clicking on the “Checkout button”(right side of the page).
[[File:Client password settings block.png | center]]
+
[[File:Pos checkout.png | center]]
 
<br><br>
 
<br><br>
-------
+
:9. Select payment method to confirm the order.
=Photo Gallery=
+
[[File:Choose payment method.png | center]]
 
<br>
 
<br>
[[File:Photo gallery new icon.png| left]]
+
:10. If you have chosen “Credit card/Wire transfer/Cash” the order will be automatically confirmed meaning that you have received the money using the options mentioned.<br>
 
+
:If you have selected “Pay later” the order will be displayed as “pending”. You will be able to click on “Checkout” once more and select another payment method to confirm such order.
With Photo Gallery custom feature you can upload the photos of your services to attract more clients. Simply browse photos and they will appear on your booking page.
+
[[File:Pos received payment.png | center]]
<br><br><br>
 
;How to use
 
:1. Enable Photo gallery option on your Custom Features page.
 
[[File:Photo gallery enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. Click on "Settings" near it.
+
[[File:Pos pay later.png | center]]
[[File:Photo gallery settings path.png | center]]
 
 
<br><br>
 
<br><br>
:3. Upload the images on the page you see and they will appear in the separate tab on the booking site.
+
:11. You can go to “Home” page and use filters to see today/upcoming/expired/non-booking/pending/paid, etc. orders. It is possible to click on the order to see the details/print the invoice.
[[File:Photo gallery settings.png | center]]
+
[[File:Pos report.png | center]]
 
<br><br>
 
<br><br>
 
-------
 
-------
=Point of Sale=
+
=Products for Sale=
[[File:Pos icon.png | left]]
+
[[File:Product.png | left]]
Point of Sale Custom Feature allows system users to create and track sales of bookings, and to sell memberships, products and gift certificates to existing or new clients. You can check client's history of purchases, approve pending transactions and print invoices. All in the neat mobile friendly interface!
+
<br>
 +
When your clients are booking the services they will be offered to add relevant products to their purchase. Someone buying a haircut could for example be offered to buy hair gel at the same time.<br>
 +
Use this to your advantage to sell more!
 
<br><br>
 
<br><br>
'''Please note!''' [[Custom_Features#Accept_Payments | Accept Payments Custom Feature]] will be enabled as well when you switch PoS feature on.
+
:'''Please note!''' This custom feature cannot be used without [[Custom_Features#Accept_Payments | Accept Payments]] custom feature, that is why this option will be automatically enabled as soon as you switch on "Products for sale".
 
<br><br>
 
<br><br>
 
+
'''How to use:'''<br>
;How to use
+
:1. To enable this option please go to your Custom Features page and click on “Enable” near “Products for sale” option.
:1. Enable Point of Sale Custom Feature on your Custom Features page, “Other” section.
+
[[File:Products for sale enable path.png | center]]
[[File:Pos enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. Click on “Go to POS” near this feature or in top right corner of your admin interface.
+
:2. Click on “Settings” button that will appear there or select  Manage// Products for sale section and you will get to a page where you will be able to create all necessary products.
[[File:Pos settings path.png | center]]
+
[[File:Products for sale settings path.png | center]]
 
<br><br>
 
<br><br>
:3. You will see sale start page. (If you need to return here at some point please use “Home” icon in the top left corner.)
+
:3. Click on “+” icon to create new product, set its name, image, description if necessary and price.<br>
[[File:Pos start page.png | center]]
+
:'''Please note!''' It is not possible to create free products, each of them needs to have some price added.
 +
[[File:Create new product for sale.png | center]]
 
<br><br>
 
<br><br>
:4. By default guest client is selected, but you can select a client from already existing ones in your system.
+
:4. To relate the product with particular service(s) please use “Connected services” tab and check the boxes with desired services/classes.
[[File:Pos select client.png | center]]
+
[[File:Attach product to service.png | center]]
 
<br><br>
 
<br><br>
:5. Or add new client directly from POS interface.
+
:5. You can also make product to be selected by default on the booking page and set default amount that will be displayed to clients.<br>
[[File:Add new client from pos.png | center]]
+
:'''Please note!''' The clients will be able to adjust amount to their needs on the booking site or uncheck this product.
 +
[[File:Products for sale default quantity.png | center]]
 
<br><br>
 
<br><br>
:6. Select “New Sale” option to sell service/membership/product/add-on.
+
Here you can see how the products can look like on the booking page:
[[File:New sale.png | center]]
+
[[File:Products booking page view.png | center]]
 
<br><br>
 
<br><br>
[[File:Select sale option.png | center]]
+
 
 +
'''Correlation with other custom features:'''<br>
 +
1- [[Custom_Features#Rewards_and_Referrals| Rewards and Referrals]]. Rewards and Referrals discounts are working for services prices only and not applied to products prices. If you'd like to set up discounts for products, please use Coupons and Gift Cards Custom Feature instead.<br>
 +
2- [[Custom_Features#Group_Bookings | Group Bookings]]. Number of items is multiplied to number of participants selected.<br>
 +
3- [[Custom_Features#Multiple_Bookings | Multiple bookings]]. Products are selected separately for each booking.
 
<br><br>
 
<br><br>
:7. If you have selected service option new booking will be created. Please choose which service/class, provider, date and time do you wish to book. Add product(s), add-on(s) if necessary and click on “Save”.
+
'''Can I add the items that clients has selected to notification templates?'''<br>
[[File:Pos new booking.png | center]]
+
Sure, just add [products] variable to all necessary templates in Settings//Email and SMS settings and the list of products will be included to corresponding notifications
 +
[[File:Add products to notification emails.png | center]]
 
<br><br>
 
<br><br>
:8. On the next step you can add more options to the cart(left side of the page) or confirm all the selections by clicking on the “Checkout button”(right side of the page).
+
 
[[File:Pos checkout.png | center]]
+
-------
<br><br>
+
 
:9. Select payment method to confirm the order.
+
=Provider's Color Coding=
[[File:Choose payment method.png | center]]
 
 
<br>
 
<br>
:10. If you have chosen “Credit card/Wire transfer/Cash” the order will be automatically confirmed meaning that you have received the money using the options mentioned.<br>
+
[[File:Provider color new icon.png ‎|left]]
:If you have selected “Pay later” the order will be displayed as “pending”. You will be able to click on “Checkout” once more and select another payment method to confirm such order.
+
 
[[File:Pos received payment.png | center]]
+
Some users like to simplify the dashboard view by having providers with certain colors. With this Custom Feature, you can give each of your providers their own color so when you quickly glance over the dashboard, it can be easily seen what bookings belong to each provider.
 +
<br><br><br>
 +
::'''Please note''', if you use Status Custom Feature, it has higher priority than Provider's Color Coding Custom Feature. Therefore, colors of the booking statuses will be displayed.
 +
<br>
 +
 
 +
;How to use
 +
:1. Enable this option on your Custom Features page.
 +
[[File:Provider color coding enable path.png | center]]
 
<br><br>
 
<br><br>
[[File:Pos pay later.png | center]]
+
:2. In Manage//Providers//More options//assign color to each provider to make them easily distinguished in the calendar.
 +
[[File:Provider color coding-select color.png | center]]
 
<br><br>
 
<br><br>
:11. You can go to “Home” page and use filters to see today/upcoming/expired/non-booking/pending/paid, etc. orders. It is possible to click on the order to see the details/print the invoice.
+
:3. As the result you will see bookings in corresponding colors on your Calendar page.
[[File:Pos report.png | center]]
+
[[File:Provider color coding-booking view.png | center]]
 
<br><br>
 
<br><br>
-------
+
--------
=Products for Sale=
+
=Rewards and Referrals=
[[File:Product.png | left]]
 
 
<br>
 
<br>
When your clients are booking the services they will be offered to add relevant products to their purchase. Someone buying a haircut could for example be offered to buy hair gel at the same time.<br>
+
[[File:Refferals-150.png ‎‎|left]]
Use this to your advantage to sell more!
+
 
<br><br>
+
Send promotions to your clients with Rewards and Referrals custom feature! Reward your clients for telling others about your company promotions. You can get the advantage of both rewards and discounts. Use this to get more clients all year long and especially during low season as well as promote your business. Customize your promotions with defined dates, messages and codes.
:'''Please note!''' This custom feature cannot be used without [[Custom_Features#Accept_Payments | Accept Payments]] custom feature, that is why this option will be automatically enabled as soon as you switch on "Products for sale".
+
<br><br><br>
<br><br>
+
:'''Please note''' that  
'''How to use:'''<br>
+
*this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum);
:1. To enable this option please go to your Custom Features page and click on “Enable” near “Products for sale” option.
+
*this feature is not compatible with [[Custom_Features#Coupons_.26_Gift_Cards | Coupons and Gift Cards feature]] yet.
[[File:Products for sale enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. Click on “Settings” button that will appear there or select  Manage// Products for sale section and you will get to a page where you will be able to create all necessary products.
+
 
[[File:Products for sale settings path.png | center]]
+
;How to use.
 +
:1. Enable Rewards and Referrals Custom Feature.
 +
[[File:Rewards_and_referrals_enable_path.png | center]]
 
<br><br>
 
<br><br>
:3. Click on “+” icon to create new product, set its name, image, description if necessary and price.<br>
+
:2. In left-side menu go to Manage//Promotions and create new promotion
:'''Please note!''' It is not possible to create free products, each of them needs to have some price added.
+
[[File:Create new promotion path.png | center]]
[[File:Create new product for sale.png | center]]
 
 
<br><br>
 
<br><br>
:4. To relate the product with particular service(s) please use “Connected services” tab and check the boxes with desired services/classes.
+
:3. On the first step indicate:
[[File:Attach product to service.png | center]]
+
*your discount in %;
<br><br>
+
*is this promotion related to specific service or all services;
:5. You can also make product to be selected by default on the booking page and set default amount that will be displayed to clients.<br>
+
*who can claim the deal (all clients or new clients only);
:'''Please note!''' The clients will be able to adjust amount to their needs on the booking site or uncheck this product.
+
*how many times the code can be used;
[[File:Products for sale default quantity.png | center]]
+
*how many times each client can use this promotion;
 +
*edit texts of your deal if necessary;
 +
*proceed to the next step.
 +
[[File:Create new promotion - step 1.png | center]]
 
<br><br>
 
<br><br>
Here you can see how the products can look like on the booking page:
+
:4. On the second step decide whether you will offer a reward for sharing your promotion. This step is very important because it can help you to easily get more clients.
[[File:Products booking page view.png | center]]
+
*write what reward you offer;
 +
*indicate the number of times client should share promotion to receive the reward;
 +
*how many times 1 client can claim the reward;
 +
*insert reward picture;
 +
*check "send email" if you want clients to receive an email about being rewarded and adjust the email text if necessary;
 +
*adjust the texts of reward;
 +
*proceed to the next step.
 +
[[File:Create new promotion - step 2.png | center]]
 
<br><br>
 
<br><br>
 
+
:5. On the third step enter the details of your campaign
'''Correlation with other custom features:'''<br>
+
*change the promotion code if needed;
1- [[Custom_Features#Rewards_and_Referrals| Rewards and Referrals]]. Rewards and Referrals discounts are working for services prices only and not applied to products prices. If you'd like to set up discounts for products, please use Coupons and Gift Cards Custom Feature instead.<br>
+
*add campaign image;
2- [[Custom_Features#Group_Bookings | Group Bookings]]. Number of items is multiplied to number of participants selected.<br>
+
*add dates that clients can book using this promotion;
3- [[Custom_Features#Multiple_Bookings | Multiple bookings]]. Products are selected separately for each booking.
+
*add period when they can redeem the code;
 +
*set time limitation if needed;
 +
*proceed to the next step.
 +
[[File:Create new promotion - step 3.png | center]]
 
<br><br>
 
<br><br>
'''Can I add the items that clients has selected to notification templates?'''<br>
+
:6. On the fourth step announce your promotion
Sure, just add [products] variable to all necessary templates in Settings//Email and SMS settings and the list of products will be included to corresponding notifications
+
*get the link of the deal to share with your clients;
[[File:Add products to notification emails.png | center]]
+
*choose how to notify your clients, by email or sms (please change the text of email or sms (1 sms 70 symbols in unicode, 140 plain English text without special characters));
 +
*configure whom you will send the deal, to clients who booked/did not book, use filters by service, provider, dates;
 +
*select clients and send the promotion (or save it without sending).
 +
[[File:Create new promotion - step 4.png | center]]
 
<br><br>
 
<br><br>
  
-------
+
---------
  
=Provider's Color Coding=
+
=Service Add-ons=
<br>
+
[[File:Paid attributes.png | left]]<br>
[[File:Provider color new icon.png |left]]
+
You can create add-ons for selected services. These add-ons do not influence service duration, but the service becomes more expensive. An example would be a massage, whereas the client could choose to add the luxury oil that costs more during massage.<br>
 +
Use this to your advantage to sell more!<br><br>
 +
:'''Please note!''' This custom feature cannot be used without [[Custom_Features#Accept_Payments | Accept Payments]] custom feature, that is why this option will be automatically enabled as soon as you enable "Service Add-ons".
 +
<br><br>
 +
'''How to use:'''
  
Some users like to simplify the dashboard view by having providers with certain colors. With this Custom Feature, you can give each of your providers their own color so when you quickly glance over the dashboard, it can be easily seen what bookings belong to each provider.
+
:1. To enable this option please go to your Custom Features page and click on “Enable” near “Service Add-ons” option.
<br><br><br>
+
[[File:Service add-ons enable path.png | center]]
::'''Please note''', if you use Status Custom Feature, it has higher priority than Provider's Color Coding Custom Feature. Therefore, colors of the booking statuses will be displayed.
 
<br>
 
 
 
;How to use
 
:1. Enable this option on your Custom Features page.
 
[[File:Provider color coding enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. In Manage//Providers//More options//assign color to each provider to make them easily distinguished in the calendar.  
+
:2. Click on “Settings” button that will appear there or select  Manage// Service Add-ons section and you will get to a page where you will be able to create all necessary items.
[[File:Provider color coding-select color.png | center]]
+
[[File:Service add-ons settings path.png | center]]
 
<br><br>
 
<br><br>
:3. As the result you will see bookings in corresponding colors on your Calendar page.
+
:3. Click on “+” icon to create new add-on, set its name and price.<br>
[[File:Provider color coding-booking view.png | center]]
+
:'''Please note!''' It is not possible to create free add-ons, each of them needs to have price added.
 +
[[File:Create new service add-on v3.png | center]]
 
<br><br>
 
<br><br>
--------
+
:4. To relate the add-on with particular service(s) please use “Connected services” tab and check the boxes with desired services/classes.
=Rewards and Referrals=
+
[[File:Connect service add-on to services.png | center]]
<br>
 
[[File:Refferals-150.png ‎‎|left]]
 
 
 
Send promotions to your clients with Rewards and Referrals custom feature! Reward your clients for telling others about your company promotions. You can get the advantage of both rewards and discounts. Use this to get more clients all year long and especially during low season as well as promote your business. Customize your promotions with defined dates, messages and codes.
 
<br><br><br>
 
:'''Please note''' that
 
*this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum);
 
*this feature is not compatible with [[Custom_Features#Coupons_.26_Gift_Cards | Coupons and Gift Cards feature]] yet.
 
 
<br><br>
 
<br><br>
 +
:5. You can also make add-on to be selected by default on the booking page<br>
 +
:'''Please note!''' The clients will be able to to uncheck this item if they wish to on the booking page.
 +
[[File: Selected add-on.png | center]]
 +
<br><br>
 +
Here you can see how the add-ons can look like on the booking page:
 +
[[File:Add-ons booking page view.png | center]]
  
;How to use.
 
:1. Enable Rewards and Referrals Custom Feature.
 
[[File:Rewards_and_referrals_enable_path.png | center]]
 
 
<br><br>
 
<br><br>
:2. In left-side menu go to Manage//Promotions and create new promotion
+
'''Correlation with other custom features:'''<br>
[[File:Create new promotion path.png | center]]
+
1- [[Custom_Features#Rewards_and_Referrals| Rewards and Referrals]]. Discounts are not applied to add-ons prices. Please use Coupons and Gift Cards feature instead.<br>
 +
2- [[Custom_Features#Group_Bookings | Group Bookings]]. Number of items is multiplied to number of participants selected.<br>
 +
3- [[Custom_Features#Multiple_Bookings | Multiple bookings]]. Add-ons are selected separately for each booking.
 
<br><br>
 
<br><br>
:3. On the first step indicate:
+
'''Can I add the items that clients has selected to notification templates?'''<br>
*your discount in %;
+
Sure, just add [attributes] variable to all necessary templates in Settings//Email and SMS settings and the list of products will be included to corresponding notifications
*is this promotion related to specific service or all services;
+
[[File:Add add-ons list to emails.png | center]]
*who can claim the deal (all clients or new clients only);
 
*how many times the code can be used;
 
*how many times each client can use this promotion;
 
*edit texts of your deal if necessary;
 
*proceed to the next step.
 
[[File:Create new promotion - step 1.png | center]]
 
 
<br><br>
 
<br><br>
:4. On the second step decide whether you will offer a reward for sharing your promotion. This step is very important because it can help you to easily get more clients.
+
--------
*write what reward you offer;
+
 
*indicate the number of times client should share promotion to receive the reward;
+
=Service Categories=
*how many times 1 client can claim the reward;
+
<br>
*insert reward picture;
+
[[File:Service category new icon.png‎ ‎| left]]
*check "send email" if you want clients to receive an email about being rewarded and adjust the email text if necessary;
+
<br>
*adjust the texts of reward;
+
With the help of this Custom Feature you can create categories and group your services to make it easier and faster for your clients to find the necessary service.
*proceed to the next step.
 
[[File:Create new promotion - step 2.png | center]]
 
 
<br><br>
 
<br><br>
:5. On the third step enter the details of your campaign
+
 
*change the promotion code if needed;
+
 
*add campaign image;
+
;How to use
*add dates that clients can book using this promotion;
+
 
*add period when they can redeem the code;
+
:1. Enable Service Categories custom feature in the Custom Feature section//Adding more to booking page.
*set time limitation if needed;
+
[[File:Service categories enable path.png | center]]
*proceed to the next step.
+
<br><br>
[[File:Create new promotion - step 3.png | center]]
+
:2. In Manage//Services click on "+" and choose "Add category" to create all necessary categories. Insert title, picture, description and assign services to category.
 +
[[File: Create new category v3.png | center ]]
 +
<br><br>
 +
:3. Click on "Category details" tab of the category to edit any information. To connect services please choose "Category services" tab and check corresponding boxes.
 +
[[File: Attach service to category.png | center]]
 
<br><br>
 
<br><br>
:6. On the fourth step announce your promotion
+
:4. Here you can see how categories can look like on the booking page using one of the themes avilable.
*get the link of the deal to share with your clients;
+
[[File:Categories booking page view.png| center]]
*choose how to notify your clients, by email or sms (please change the text of email or sms (1 sms 70 symbols in unicode, 140 plain English text without special characters));
 
*configure whom you will send the deal, to clients who booked/did not book, use filters by service, provider, dates;
 
*select clients and send the promotion (or save it without sending).
 
[[File:Create new promotion - step 4.png | center]]
 
 
<br><br>
 
<br><br>
 +
-------
  
---------
+
=SMS Gateway=
 +
<br>
 +
[[File:Sms.png|left]]
  
=Service Add-ons=
+
Use the SMS Gateway custom feature to use your own SMS gateway (Twilio, Nexmo or BulkSMS available only) and use your own phone number as sender number. If you use this feature, you pay the gateway directly saving around 20% to 30% compared to when you buy SimplyBook.me credits.  
[[File:Paid attributes.png | left]]<br>
 
You can create add-ons for selected services. These add-ons do not influence service duration, but the service becomes more expensive. An example would be a massage, whereas the client could choose to add the luxury oil that costs more during massage.<br>
 
Use this to your advantage to sell more!<br><br>
 
:'''Please note!''' This custom feature cannot be used without [[Custom_Features#Accept_Payments | Accept Payments]] custom feature, that is why this option will be automatically enabled as soon as you enable "Service Add-ons".
 
 
<br><br>
 
<br><br>
'''How to use:'''
+
'''IMPORTANT!''' Setting this up requires some technical knowledge and the SimplyBook.me team can not help with account creation at the SMS gateway providers.
 
 
:1. To enable this option please go to your Custom Features page and click on “Enable” near “Service Add-ons” option.
 
[[File:Service add-ons enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. Click on “Settings” button that will appear there or select  Manage// Service Add-ons section and you will get to a page where you will be able to create all necessary items.
+
'''How to use'''
[[File:Service add-ons settings path.png | center]]
+
:1. Enable Sms Gateway Custom feature in Custom features//Other section at one-time activation fee.
 +
[[File:Sms gateway enable path.png | center]]
 
<br><br>
 
<br><br>
:3. Click on “+” icon to create new add-on, set its name and price.<br>
+
:2. Create an account with one of available sms gateways: [https://dashboard.nexmo.com/sign-up Nexmo], [https://www.twilio.com/try-twilio Twilio] or [https://www2.bulksms.com/register/ BulkSMS] if you do not have one yet.
:'''Please note!''' It is not possible to create free add-ons, each of them needs to have price added.
+
:3. Click on “Settings” near “SMS Gateway” custom feature.
[[File:Create new service add-on v3.png | create]]
+
[[File:Sms gateway settings path.png | center]]
 
<br><br>
 
<br><br>
:4. To relate the add-on with particular service(s) please use “Connected services” tab and check the boxes with desired services/classes.
+
4. On the next step please select the sms provider from “SMS Gateway” drop down and add corresponding settings on the right side of the page.
[[File:Connect service add-on to services.png | center]]
+
[[File:Sms gateway options.png | center]]
 
<br><br>
 
<br><br>
:5. You can also make add-on to be selected by default on the booking page<br>
+
5. Save settings and it is all done!
:'''Please note!''' The clients will be able to to uncheck this item if they wish to on the booking page.
 
[[File: Selected add-on.png | center]]
 
 
<br><br>
 
<br><br>
Here you can see how the add-ons can look like on the booking page:
+
'''Please note!''' If this custom feature is enabled and set correctly you do not need to purchase sms credits from our side. <br>
[[File:Add-ons booking page view.png | center]]
+
You will be able to see sms being sent from the system in Reports//Sms report with 0 as credits amount in this case.
 +
<br><br>
 +
:''Troubleshooting:''
  
 +
:'''Sms credits are charged from my account:'''
 +
- SMS Gateway Custom Feature is not enabled<br>
 +
- SMS Gateway processor settings are not added.
 
<br><br>
 
<br><br>
'''Correlation with other custom features:'''<br>
+
:'''Sms are not sent from the system'''
1- [[Custom_Features#Rewards_and_Referrals| Rewards and Referrals]]. Discounts are not applied to add-ons prices. Please use Coupons and Gift Cards feature instead.<br>
+
- SMS Gateway settings are not added correctly.<br>
2- [[Custom_Features#Group_Bookings | Group Bookings]]. Number of items is multiplied to number of participants selected.<br>
+
- There is no sms credits on your balance.
3- [[Custom_Features#Multiple_Bookings | Multiple bookings]]. Add-ons are selected separately for each booking.
 
 
<br><br>
 
<br><br>
'''Can I add the items that clients has selected to notification templates?'''<br>
+
-------
Sure, just add [attributes] variable to all necessary templates in Settings//Email and SMS settings and the list of products will be included to corresponding notifications
+
=SMTP=
[[File:Add add-ons list to emails.png | center]]
 
<br><br>
 
--------
 
 
 
=Service Categories=
 
 
<br>
 
<br>
[[File:Service category new icon.png‎ ‎| left]]
+
[[File:Smtp new icon.png|left]]
<br>
 
With the help of this Custom Feature you can create categories and group your services to make it easier and faster for your clients to find the necessary service.
 
<br><br>
 
  
 
+
It allows you to use your own SMTP server so all emails sent from the SimplyBook.me system on your behalf, come from your own email address.<br>
;How to use
+
<br><br><br>
 
+
;How to use.
:1. Enable Service Categories custom feature in the Custom Feature section//Adding more to booking page.
+
:1. You can enable this Custom Feature in your Custom Feature section  
[[File:Service categories enable path.png | center]]
+
[[File:Smtp enable path.png | center]]
 
<br><br>
 
<br><br>
:2. In Manage//Services click on "+" and choose "Add category" to create all necessary categories. Insert title, picture, description and assign services to category.
+
:2. Go to its settings.
[[File: Create new category v3.png | center ]]
+
[[File:Smtp settings path.png | center]]
 
<br><br>
 
<br><br>
:3. Click on "Category details" tab of the category to edit any information. To connect services please choose "Category services" tab and check corresponding boxes.  
+
:3. And set your SMTP server details in Custom Feature settings.<br>
[[File: Attach service to category.png | center]]
+
[[File:Smtp settings v3.png | center]]
 
<br><br>
 
<br><br>
:4. Here you can see how categories can look like on the booking page using one of the themes avilable.
+
Remark that if you have a gmail address or g-suite email, you can send up to 1.000 emails per day through that address.<br><br>
[[File:Service categories booking page.png | center]]
 
<br><br>
 
-------
 
  
=SMS Gateway=
+
'''How to store a copy of outgoing emails in your Gmail''': <br><br>
<br>
+
:1. You need to log into your Gmail or Google Apps email Settings and Click on the Forwarding/IMAP tab and scroll down to the IMAP Access section.<br><br>
[[File:Sms.png|left]]
+
:2. Please set the IMAP as enabled in order for emails to be properly copied to your sent folder.<br><br>
 
+
:''For added security, you can setup double authentication for the email that you plan to use.<br>''
Use the SMS Gateway custom feature to use your own SMS gateway (Twilio, Nexmo or BulkSMS available only) and use your own phone number as sender number. If you use this feature, you pay the gateway directly saving around 20% to 30% compared to when you buy SimplyBook.me credits.  
+
:''[https://support.google.com/accounts/answer/185833 Here] you can check instructions how to use application password for double-step authentication.''
 +
<br><br>
 +
:If you send more than 1.000 notifications/promotions per day, you can look at other smtp services like sendinblue.com, sendgrid.com, mailjet.com, or authsmtp.com.<br><br>
 +
Please check video tutorial [https://vimeo.com/195300585 here].
 
<br><br>
 
<br><br>
'''IMPORTANT!''' Setting this up requires some technical knowledge and the SimplyBook.me team can not help with account creation at the SMS gateway providers.
+
------
 +
=SOAP=
 +
<br>
 +
[[File:Soap.png | left]]
 +
This feature allows you to insert time stamped record with 4 text fields that stays with client data in patient format. SOAP notes are a style of documentation that medical professionals, such as nurses, therapists, athletic trainers, counsellors, and doctors, use to record information about patients. The acronym stands for subjective, objective, assessment and plan.
 
<br><br>
 
<br><br>
 
'''How to use'''
 
'''How to use'''
:1. Enable Sms Gateway Custom feature in Custom features//Other section at one-time activation fee.
+
:1. Enable in Custom features//Business enhancements.
[[File:Sms gateway enable path.png | center]]
+
[[File:Soap enable path v3.png | center]]
 
<br><br>
 
<br><br>
:2. Create an account with one of available sms gateways: [https://dashboard.nexmo.com/sign-up Nexmo], [https://www.twilio.com/try-twilio Twilio] or [https://www2.bulksms.com/register/ BulkSMS] if you do not have one yet.
+
:2. Now you can go to Manage//Clients, click on Edit button, choose SOAP info tab and add necessary information there.  
:3. Click on “Settings” near “SMS Gateway” custom feature.
+
[[File:Add soap info to client.png | center]]
[[File:Sms gateway settings path.png | center]]
 
 
<br><br>
 
<br><br>
4. On the next step please select the sms provider from “SMS Gateway” drop down and add corresponding settings on the right side of the page.
+
Or you can add SOAP information from the booking directly by selecting “Client” tab and clicking on “Add SOAP info” button.<br>
[[File:Sms gateway options.png | center]]
+
As well this option allows you to add some medical history in separate tab if necessary.
 +
[[File:Add soap info to client from booking.png | center]]
 
<br><br>
 
<br><br>
5. Save settings and it is all done!
+
:3. And now you can check and/or update comments related to particular client in Manage//Clients//Edit//SOAP info history.
 +
[[File:Check soap info history v3.png | center]]
 +
<br><br>
 +
Or in booking related to this client in “Client” tab.
 +
<br>
 +
This feature also allows you to check the records added previously either in booking in Calendar or in client record in Manage//Clients//Edit.
 
<br><br>
 
<br><br>
'''Please note!''' If this custom feature is enabled and set correctly you do not need to purchase sms credits from our side. <br>
+
'''Please note''', the information you add there is not seen from client side and is for internal use.
You will be able to see sms being sent from the system in Reports//Sms report with 0 as credits amount in this case.
+
As well this information is not exported from the system in Reports.
 
<br><br>
 
<br><br>
:''Troubleshooting:''
+
-------
 +
=SOAP with Encryption=
 +
[[File:Client soap crypt.png |left]] <br>Need patient information to be more securely stored? SOAP (subjective, objective, assessment and plan) with data encryption feature allows to insert time-stamped record with 4 encrypted text fields that stay with client data. Sensitive medical data of your clients will be secured with RSA 4096.
  
:'''Sms credits are charged from my account:'''
 
- SMS Gateway Custom Feature is not enabled<br>
 
- SMS Gateway processor settings are not added.
 
 
<br><br>
 
<br><br>
:'''Sms are not sent from the system'''
+
'''How to use'''
- SMS Gateway settings are not added correctly.<br>
 
- There is no sms credits on your balance.
 
<br><br>
 
-------
 
=SMTP=
 
 
<br>
 
<br>
[[File:Smtp new icon.png|left]]
+
:1. Make sure that you have simple [[Custom_Features#SOAP | SOAP custom feature]] disabled(as they are not compatible)<br>
 
+
:2. Then please go to Custom features page using the left-side menu of your admin interface, use searchbox at the top or choose “Other” category.<br>
It allows you to use your own SMTP server so all emails sent from the SimplyBook.me system on your behalf, come from your own email address.<br>
+
:And click on “Enable” near “SOAP with data encryption” option.<br>
<br><br><br>
+
[[File:Soap enable path.png | center]]
;How to use.
 
:1. You can enable this Custom Feature in your Custom Feature section
 
[[File:Smtp enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. Go to its settings.
+
:3. Please choose “Settings” near it to generate the keys and setup encryption following the instructions on the right side of the page.
[[File:Smtp settings path.png | center]]
+
[[File:Soap settings path.png | center]]
 +
[[File:Soap settings page.png | center]]
 
<br><br>
 
<br><br>
:3. And set your SMTP server details in Custom Feature settings.<br>
+
:Please check more detailed tutorial and usage cases [[SOAP_with_Encryption_custom_feature | here]]
[[File:Smtp settings v3.png | center]]
 
 
<br><br>
 
<br><br>
Remark that if you have a gmail address or g-suite email, you can send up to 1.000 emails per day through that address.<br><br>
+
-------
 +
=SSL=
 +
<br>
 +
[[File:Ssl new icon.png ‎ ‎|left]]
  
'''How to store a copy of outgoing emails in your Gmail''': <br><br>
+
Make all client's connections with the server through a secure layer.  
:1. You need to log into your Gmail or Google Apps email Settings and Click on the Forwarding/IMAP tab and scroll down to the IMAP Access section.<br><br>
+
<br>
:2. Please set the IMAP as enabled in order for emails to be properly copied to your sent folder.<br><br>
+
It is important to have it enabled for some payment processors and widgets.
:''For added security, you can setup double authentication for the email that you plan to use.<br>''
 
:''[https://support.google.com/accounts/answer/185833 Here] you can check instructions how to use application password for double-step authentication.''
 
 
<br><br>
 
<br><br>
:If you send more than 1.000 notifications/promotions per day, you can look at other smtp services like sendinblue.com, sendgrid.com, mailjet.com, or authsmtp.com.<br><br>
+
;How to use
Please check video tutorial [https://vimeo.com/195300585 here].
+
: Just enable it on your Custom features page and you are done!
 +
[[File:Ssl enable path.png | center]]
 
<br><br>
 
<br><br>
 
------
 
------
=SOAP=
+
 
 +
=Status=
 
<br>
 
<br>
[[File:Soap.png | left]]
+
[[File:Status new icon.png‎ ‎|left]]
This feature allows you to insert time stamped record with 4 text fields that stays with client data in patient format. SOAP notes are a style of documentation that medical professionals, such as nurses, therapists, athletic trainers, counsellors, and doctors, use to record information about patients. The acronym stands for subjective, objective, assessment and plan.
+
 
 +
If you have a company with many providers, and a service desk accepting clients you can add status possibility to events to see the status. This is for example used to mark appointment with one status as "client has arrived", and then another as "Client has left and paid" whatever suits your needs.
 
<br><br>
 
<br><br>
'''How to use'''
+
::'''Please note''', if you use [[Custom_Features#Provider.27s_Color_Coding | Provider's Color Coding custom feature]], Status custom feature has higher priority than Provider's Color Coding. Therefore, colors of the booking statuses will be displayed.
:1. Enable in Custom features//Business enhancements.
+
<br>
[[File:Soap enable path v3.png | center]]
+
 
 +
;How to use
 +
:1. Activate this custom feature in the Custom Features section//Booking related.
 +
[[File:Status enable path.png | center]]
 
<br><br>
 
<br><br>
:2. Now you can go to Manage//Clients, click on Edit button, choose SOAP info tab and add necessary information there.
+
:2. Go to the settings of this custom feature
[[File:Add soap info to client.png | center]]
+
[[File:Status settings path.png | center]]
 
<br><br>
 
<br><br>
Or you can add SOAP information from the booking directly by selecting “Client” tab and clicking on “Add SOAP info” button.<br>
+
:3. Press "+" to add new status.<br>  
As well this option allows you to add some medical history in separate tab if necessary.
+
:Insert "Name", "Description" and assign the color to this status. If you leave the switcher "Status by default" on, status will automatically apply to all new bookings.
[[File:Add soap info to client from booking.png | center]]
+
[[File:Create statuses v3.png| center]]
 
<br><br>
 
<br><br>
:3. And now you can check and/or update comments related to particular client in Manage//Clients//Edit//SOAP info history.
+
-------
[[File:Check soap info history v3.png | center]]
+
 
<br><br>
+
=Take Me Back Home=
Or in booking related to this client in “Client” tab.
+
<br>
 +
[[File:Take me back home new icon.png |left]]
 +
 
 +
The Take Me Back Home Custom Feature, allows you to bring clients back to your home page or selected URL after a booking has been performed on the booking page. Clients can press a link or they will be brought back to your homepage after a few seconds by a redirect script.
 
<br>
 
<br>
This feature also allows you to check the records added previously either in booking in Calendar or in client record in Manage//Clients//Edit.
 
<br><br>
 
'''Please note''', the information you add there is not seen from client side and is for internal use.
 
As well this information is not exported from the system in Reports.
 
<br><br>
 
-------
 
=SOAP with Encryption=
 
[[File:Client soap crypt.png |left]] <br>Need patient information to be more securely stored? SOAP (subjective, objective, assessment and plan) with data encryption feature allows to insert time-stamped record with 4 encrypted text fields that stay with client data. Sensitive medical data of your clients will be secured with RSA 4096.
 
  
 +
[[File:Take me back home new theme.png|center]]
 
<br><br>
 
<br><br>
'''How to use'''
+
;How to use
<br>
+
:1. Enable Take Me Back Home in the Custom Features section//Look and Feel.
:1. Make sure that you have simple [[Custom_Features#SOAP | SOAP custom feature]] disabled(as they are not compatible)<br>
+
[[File:Take me back home enable path.png | center]]
:2. Then please go to Custom features page using the left-side menu of your admin interface, use searchbox at the top or choose “Other” category.<br>
 
:And click on “Enable” near “SOAP with data encryption” option.<br>
 
[[File:Soap enable path.png | center]]
 
 
<br><br>
 
<br><br>
:3. Please choose “Settings” near it to generate the keys and setup encryption following the instructions on the right side of the page.
+
:2. Go to its settings.
[[File:Soap settings path.png | center]]
+
[[File:Take me back home settings path.png | center]]
[[File:Soap settings page.png | center]]
 
 
<br><br>
 
<br><br>
:Please check more detailed tutorial and usage cases [[SOAP_with_encryption | here]]
+
:3. Insert the link where you want your clients to be redirected, write a text for this link.<br>
 +
:Also insert the link where you want your clients to be redirected for mobile version and add text for this link.
 +
:4. Enable or leave disabled "Enable auto redirect to your site". If enabled, it will redirect your clients automatically to the page you indicated in the "link to your website" filed in 10 seconds.
 +
:5. Write auto redirect text that will be displayed in case the option "Enable auto redirect to your site" is enabled('''please note!''' do not change "%s" part for correct timer work).
 +
[[File:Take me back home settings v3.png|center]]
 
<br><br>
 
<br><br>
-------
+
--------
=SSL=
+
 
 +
=Terms and Conditions=
 
<br>
 
<br>
[[File:Ssl new icon.png ‎|left]]
+
[[File:Terms and conditions new icon.png ‎|left]]
  
Make all client's connections with the server through a secure layer.
+
If you want your business to be bulletproof then this Custom Feature is a MUST. Use it to create and manage terms & conditions for your company towards your clients.
<br>
+
The text inserted in the Custom Feature will be displayed on the "Details" page above the "Book Now" button or on sign up step if you are using [[Custom_Features#Client_Login | Client login feature]] as a checkbox with text "''I agree with -your company name- Terms & Conditions''" and the clients will need to agree to it to be able to book your services
It is important to have it enabled for some payment processors and widgets.
 
 
<br><br>
 
<br><br>
 
;How to use
 
;How to use
: Just enable it on your Custom features page and you are done!
+
:1. Enable this feature on your Custom Features page.
[[File:Ssl enable path.png | center]]
+
[[File:Terms and conditions enable path.png | center]]
 +
<br><br>
 +
:2. Go to its settings to add your Terms and Conditions.
 +
[[File:Terms and conditions settings path.png | center]]
 +
<br><br>
 +
:3. Add your text. You can use HTML formatting there to adjust the look.
 +
[[File:Terms and conditions settings v3 new.png | center]]
 
<br><br>
 
<br><br>
------
 
  
=Status=
+
-------
 +
 
 +
 
 +
=Visitor Counter=
 
<br>
 
<br>
[[File:Status new icon.png‎ ‎|left]]
+
[[File:Visitor counter new icon.png ‎|left]]
  
If you have a company with many providers, and a service desk accepting clients you can add status possibility to events to see the status. This is for example used to mark appointment with one status as "client has arrived", and then another as "Client has left and paid" whatever suits your needs.
+
Use Visitor Counter Custom Feature to get up-to-date information about visits to your booking website or to the page with your booking widget. This Custom Feature will help you to evaluate the visits and bookings and can help you to decide if you should do promotions to get more visitors and potential clients. You will see all this information in the main Dashboard of the [https://simplybook.me SImplyBook.me] system.
 
<br><br>
 
<br><br>
::'''Please note''', if you use [[Custom_Features#Provider.27s_Color_Coding | Provider's Color Coding custom feature]], Status custom feature has higher priority than Provider's Color Coding. Therefore, colors of the booking statuses will be displayed.
 
<br>
 
 
 
;How to use
 
;How to use
:1. Activate this custom feature in the Custom Features section//Booking related.
+
:1. Enable this option on your custom Features page.
[[File:Status enable path.png | center]]
+
[[File: Visitor counter enable path.png | center]]
 
<br><br>
 
<br><br>
:2. Go to the settings of this custom feature
+
:2. Check the chart on Dashboard page for updates.
[[File:Status settings path.png | center]]
+
[[File:Visitor counter chart v3.png | center]]
<br><br>
+
<br><br>
:3. Press "Add New Status".<br>  
+
-------------
:Insert "Title", "Description" and assign the color to this status. If you press "''is default''", status will automatically apply to all new bookings.
+
 
[[File:Status settings v3.png | center]]
+
 
 +
=Voice Bookings=
 +
<br>
 +
[[File:Voice booking.png | left]]
 +
 
 +
iBOB is an intelligent Booking Oriented Bot that answers your phone, accepts bookings from your clients 24/7 and redirects calls to you if clients asks for it, or if iBOB has problems understanding your client. You need iBOB credits to use iBOB as your personal assistant. iBOB is very fair, and does not charge much for his services. His services cost from only $2/month for a local phone number and 0,12 cents per incoming call minute.
 +
<br><br><br>
 +
'''Please note!''' Not all the countries have available phone numbers. Please contact support to check before voice credits purchase.
 +
<br><br>
 +
:'''How to use'''
 +
 
 +
:1. Enable “iBOB - Your intelligent voice assistant” custom feature on your Custom features page.
 +
[[File:Ibob enable path.png | center]]
 +
<br><br>
 +
:2. Go to Plans&Prices//Additional items to buy voice credits.
 +
[[File:Ibob buy voice credits.png | center]]
 +
<br><br>
 +
:3. Go to Manage//Voice bookings or just click on Settings near this custom feature.
 +
[[File:Ibob settings path.png | center]]
 +
<br><br>
 +
:3. To add new phone number please click on “+” icon, select your country and phone type.
 +
[[File: Ibob buy phone number.png | center]]
 +
<br><br>
 +
:4. Buy phone number from the list you see(there are also the prices per month and per minute). It will be the number for your clients to dial to make bookings.
 +
[[File:Ibob buy phone number - step4.png | center]]
 +
<br><br>
 +
:5. When the number is purchased you can set the voice, choose transcription language, add your greeting message that the clients will hear at the beginning of the call. As well you can add there a number to contact you if necessary.
 +
<br>
 +
:'''Please note!''' If the bot does not get the information said by client, the client will be redirected to this “Company redirect phone number” if it is added.
 +
[[File:Ibob setup number.png | center]]
 +
<br><br>
 +
:7. All is set. You can give your clients the number set according to the steps above and iBob will help them to book your services.<br><br>
 +
<br><br>
 +
'''Additional option''' – you can set predefined location/category/service/provider per phone number and the clients will book that option exactly.
 +
[[File:Ibob predefined options.png | center]]
 +
<br><br>
 +
'''Statistics'''<br>
 +
To check the calls made to your voice bot please use Reports//Voice bookings section.
 +
[[File:Ibob reports overview.png | center]]
 +
<br><br>
 +
=Zapier Connector=
 +
[[File:Zapier icon.png | left]]
 +
Connect [https://simplybook.me/ SimplyBook.me] with hundreds of other solutions using this feature. It contains a variety of triggers that can be used to send information to other solutions by simply using one of the available zaps or by creating a new zap. Zapier allows to integrate 2 or more web-applications via their APIs through “triggers” and “actions”.
 +
[https://simplybook.me/ SimplyBook.me] is available in Zapier as Trigger app, it means only information from [https://simplybook.me/ SimplyBook.me] is sent to Zapier (1-way integration) and via Zapier to any app that has actions.
 +
 
 +
 
 +
 
 +
 
 +
<div style="background-color:#ffe9e9; padding:5px; border-radius:5px;">
 +
'''Please note!'''
 +
* Available data depends on <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features | custom features]]</span> enabled;
 +
* It doesn't work if 2-step authentication is enabled (<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#HIPAA |HIPAA]]</span> or <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Google_Authenticator | Google Authenticator]]</span>);
 +
* New client trigger doesn't work with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Import_Clients |Import clients]]</span> feature, but works correctly if 1 client is added manually in admin interface;
 +
* Information about <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Membership |membership]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Coupons_.26_Gift_Cards |promotion]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Packages |package]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Products_for_Sale |product]]</span> used is not included as it relates to invoice and not to booking;
 +
* Comment change doesn't launch any trigger;
 +
* To be able to use Booking change/Booking cancellation triggers in order to change existing records in Action app you need to use Premium Zapier account, as Search step is needed to find the record in action app;
 +
* If more items are added to admin interface after ZAP was created, you need to press "Get more samples" button at "Trigger step" -> "Test this step" in Zapier to fetch new available fields and data (zap template should be changed);
 +
* Invoice data is not sent;
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#SOAP |SOAP]]</span> data is not sent;
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Tax]]</span> information is not sent, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |service price]]</span> is shown without taxes added;
 +
* It doesn't work if both <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> and <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> are enabled, and batch bookings are partially approved.
 +
</div>
 +
 
 
<br><br>
 
<br><br>
-------
+
'''4 triggers''' are now available with [https://zapier.com/app/login?next=/developer/public-invite/11136/4b23820111ea25dcd5868ab9d1c2a49d/ invitation version]:<br>
 
+
• ''New booking'' - launches when new booking is created in SimplyBook.me account;<br>
=Take Me Back Home=
+
• ''Booking change''  - launches when booking is changed (change of date/time/service/provider/status/intake forms answers);<br>
<br>
+
• ''Booking cancellation''  - launches upon booking cancellation;<br>
[[File:Take me back home new icon.png ‎|left]]
+
• ''New client''  - launches when new client is added, either upon a new booking, or when admin manually adds client in SimplyBook.me admin interface.  
 
 
The Take Me Back Home Custom Feature, allows you to bring clients back to your home page or selected URL after a booking has been performed on the booking page. Clients can press a link or they will be brought back to your homepage after a few seconds by a redirect script.
 
<br>
 
  
[[File:Take me back home new theme.png|center]]
 
 
<br><br>
 
<br><br>
;How to use
 
:1. Enable Take Me Back Home in the Custom Features section//Look and Feel.
 
[[File:Take me back home enable path.png | center]]
 
<br><br>
 
:2. Go to its settings.
 
[[File:Take me back home settings path.png | center]]
 
<br><br>
 
:3. Insert the link where you want your clients to be redirected, write a text for this link.<br>
 
:Also insert the link where you want your clients to be redirected for mobile version and add text for this link.
 
:4. Enable or leave disabled "Enable auto redirect to your site". If enabled, it will redirect your clients automatically to the page you indicated in the "link to your website" filed in 10 seconds.
 
:5. Write auto redirect text that will be displayed in case the option "Enable auto redirect to your site" is enabled(please do not change "%s" part for correct timer work).
 
[[File:Take me back home settings v3.png|center]]
 
<br><br>
 
--------
 
 
=Terms and Conditions=
 
<br>
 
[[File:Terms and conditions new icon.png ‎|left]]
 
  
If you want your business to be bulletproof then this Custom Feature is a MUST. Use it to create and manage terms & conditions for your company towards your clients.
+
;'''Available data:'''
The text inserted in the Custom Feature will be displayed on the "Details" page above the "Book Now" button or on sign up step if you are using [[Custom_Features#Client_Login | Client login feature]] as a checkbox with text "''I agree with -your company name- Terms & Conditions''" and the clients will need to agree to it to be able to book your services
+
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For booking-related triggers(New booking, Booking change, Booking cancellation):</span><br>
<br><br>
+
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Basic functionality (no custom features enabled)</span>:
;How to use
+
*Company (login, name, email, phone),
:1. Enable this feature on your Custom Features page.
+
*Service (name, description, duration, buffer time),
[[File:Terms and conditions enable path.png | center]]
+
*Provider (name, description, email, phone),
<br><br>
+
*Client information (name, email, phone, address, timezone),
:2. Go to its settings to add your Terms and Conditions.
+
*Booking code (if booking is confirmed, start/end date/time).
[[File:Terms and conditions settings path.png | center]]
 
 
<br><br>
 
<br><br>
:3. Add your text. You can use HTML formatting there to adjust the look.
+
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Custom features related data</span>:
[[File:Terms and conditions settings v3.png | center]]
+
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> (service price, currency);
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Status |Status]]</span> (name, description, color);
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> (approval status: approved, canceled);
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Multiple_Locations |Multiple Locations]]</span> (location name, location address (with coordinates), location phone, location description);
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Categories |Service Categories]]</span> (category name, category description);
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Add-ons |Service Add-ons]]</span> (add-on name, add-on price);
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Intake_Forms |Intake Forms]]</span> (answers).
 
<br><br>
 
<br><br>
 +
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For New client trigger</span>:
 +
* Client ID;
 +
* Client name;
 +
* Client email;
 +
* Client phone;
 +
* Client address;
 +
* If client is blocked to login (if <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Client_Login |Client login]]</span> custom feature is enabled);
 +
* Client registration date.
  
-------
 
 
 
=Visitor Counter=
 
<br>
 
[[File:Visitor counter new icon.png ‎|left]]
 
 
Use Visitor Counter Custom Feature to get up-to-date information about visits to your booking website or to the page with your booking widget. This Custom Feature will help you to evaluate the visits and bookings and can help you to decide if you should do promotions to get more visitors and potential clients. You will see all this information in the main Dashboard of the [https://simplybook.me SImplyBook.me] system.
 
 
<br><br>
 
<br><br>
;How to use
+
;How to use:
:1. Enable this option on your custom Features page.
+
:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Zapier connector</span> custom feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page on SimplyBook.me side.
[[File: Visitor counter enable path.png | center]]
+
[[File:Zapir connector enable path.png | center]]
<br><br>
 
:2. Check the chart on Dashboard page for updates.
 
[[File:Visitor counter chart v3.png | center]]
 
 
<br><br>
 
<br><br>
-------------
+
:2. Create new Zap by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make a Zap</span> button in Zapier interface.
 
+
[[File:Make a zap button.png | center]]
 
 
=Voice Bookings=
 
<br>
 
[[File:Voice booking.png | left]]
 
 
 
iBOB is an intelligent Booking Oriented Bot that answers your phone, accepts bookings from your clients 24/7 and redirects calls to you if clients asks for it, or if iBOB has problems understanding your client. You need iBOB credits to use iBOB as your personal assistant. iBOB is very fair, and does not charge much for his services. His services cost from only $2/month for a local phone number and 0,12 cents per incoming call minute.
 
<br><br><br>
 
:'''How to use'''
 
 
 
:1. Enable “iBOB - Your intelligent voice assistant” custom feature on your Custom features page.
 
[[File:Ibob enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. Go to Plans&Prices//Additional items to buy voice credits.
+
:3. Look for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step.</span>
[[File:Ibob buy voice credits.png | center]]
+
[[File:Zapier select trigger app.png | center]]
 
<br><br>
 
<br><br>
:3. Go to Manage//Voice bookings or just click on Settings near this custom feature.
+
:4. Select the desirable trigger.
[[File:Ibob settings path.png | center]]
+
[[File:Select trigger.png | center]]
 
<br><br>
 
<br><br>
:3. To add new phone number please click on “+” icon, select your country and phone type.
+
:5. Connect SimplyBook.me account.
[[File: Ibob buy phone number.png | center]]
+
[[File:Connect sbm account v2.png | center]]
 
<br><br>
 
<br><br>
:4. Buy phone number from the list you see(there are also the prices per month and per minute). It will be the number for your clients to dial to make bookings.
+
:6. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> to test this step.
[[File:Ibob buy phone number - step4.png | center]]
+
[[File:Test trigger step.png | center]]
 
<br><br>
 
<br><br>
:5. When the number is purchased you can set the voice, choose transcription language, add your greeting message that the clients will hear at the beginning of the call. As well you can add there a number to contact you if necessary.
+
:7. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to.
<br>
+
[[File:Add action step.png | center]]
:''Please note!'' If the bot does not get the information said by client, the client will be redirected to this “Company redirect phone number” if it is added.
 
[[File:Ibob setup number.png | center]]
 
 
<br><br>
 
<br><br>
:7. All is set. You can give your clients the number set according to the steps above and iBob will help them to book your services.<br><br>
+
:8. Connect this application account and setup the template using the available data mentioned above.
 
<br><br>
 
<br><br>
'''Additional option''' – you can set predefined location/category/service/provider per phone number and the clients will book that option exactly.
+
:9. You can test this step operation as well if necessary or skip it.
[[File:Ibob predefined options.png | center]]
 
 
<br><br>
 
<br><br>
'''Statistics'''
+
:10. Finish the setup, add Zap name and turn it on.
To check the calls made to your voice bot please use Reports//Voice bookings section.
+
[[File:Zap name and on.png | center]]
[[File:Ibob reports overview.png | center]]
 
 
<br><br>
 
<br><br>

Latest revision as of 12:06, 24 June 2019


Custom Features are additional functionalities of the system that will help you to improve your business. Please check the list of Custom Features below along with their descriptions and instructions how to use.

You may also need:


Accept Payments


Accept payments small2.png

Accept Payments Custom Feature allows you to accept payments from your clients online. You can set the price for your service and when your clients make a booking, they will be redirected to the payment page. You can accept payments via Alipay, Asiapay (PayDollar, PesoPay, SiamPay), Authorize, Bitcoins, Borgun.is, CCAvenue, Dwolla, ECPay, GoCoin, Korta.is, Liqpay, Mollie, Pagar.me, Payfast, Payfort, Paymentwall, PayPal, PaySafeCard, PayTabs, PayU(Latin America), Pin Payments, Robokassa, Skrill, Square, Stripe, Swish, TapPay, 2Checkout, Virtual Card Services, Worldpay and Zooz.

Video tutorial available here.

How to use
1. Enable Accept Payments Custom Feature in the Custom Feature section.
Accept payments enable path.png



2. To add your payment processor details please go to "Settings" for this feature.
Accept payments settings path.png



3. On the right side you will see the list of processors available. Please find the desired one and add your credentials.
Payment processors list1.png



3.1 (Optional) Set your payment timeout in the left-side section of this feature, we recommend not less than 20-30 minutes.
3.2 (Optional) In the settings you can also make payment after booking mandatory or optional by setting "Allow delay payment" option(client will pay on place) to Off or On.
4. In Manage//Services//(select the service to edit)//Service details //Price set the price of your service.
Set service price.png



5. Add invoice information to the corresponding block and your clients will receive invoices about any purchase made within your system. You can also disable sending invoices to your clients if necessary.
Invoice settings1.png



How Accept Payments Custom Feature works
1. A client goes through the booking process and presses "Book Now" at the end.
2. He is directed to payment system and unconfirmed booking appears in the admin calendar with red mark "not paid" to reserve this time so that no other person can accidentally book the same slot and there were no double bookings.
Non-paid booking view.png



3. After that, the client has 2 options:
3.1. pay and the payment processor will send us confirmation that client paid and we will approve it on our side (mark in calendar will become Green).
Paid booking view.png



3.2. do not finish paying: the client is directed to the payment system, but then he closes the page, closes the browser, or simply leaves it open without any actions for a long period of time. In this case, the system will wait until timeout you set up in the settings of Accept payments Custom Feature will end and will cancel the non-paid booking. Emails to client and admin won't be sent about the timed out bookings because they were never finished. Same happens if the client paid, but paid later than timeout. In this case, if you receive a notification from PayPal/Stripe/etc. that client paid for a booking but too late, you can go to Reports//Payment transactions and approve this booking manually.
Approve timeout booking v3.png



What is "Allow delay payment" option
Allow delay payment option.png

When your clients are transferred to the payment page after "Details" tab, they usually have several options: your payment processor (one or several) and "Pay Later". "Pay Later" means that client will pay right on the place when he/she arrives to the appointment. In your Dashboard, when you click on appointment, such booking in the service price field will have remark (Pay Later). If you want to disable "Pay later" option, set the switcher to "Off" position for "Allow delay payment" in the settings of Accept payments Custom Feature.

How to change the currency for payments

You can change the currency in the settings of Accept payments Custom Feature.
Please note: some payment processors do not support all currencies. Before setting the currency, check if the selected payment processor supports it.

How to add tax to services
1. You can set it in the settings of Accept payments Custom Feature. Switch on the option "Include tax to the prices"
2. Follow the link "Edit taxes" below that option.
Add taxes1.png



3. Create all tax options you need. You will be able to select which tax to apply to which service or set default tax.
Creating tax.png



4. Go to Manage//Services and select the tax option per service.
Add tax to service.png



How to set the confirmation fee, not the whole price for the service
1. Enable Accept payments Custom Feature in the the Custom Features section.
2. Choose payment processor and fill in the necessary details.
3. In Manage//Services//(select the service to edit)//Service details //Price set the price of your service (the confirmation fee you want to receive). In the description of the service write full price for your clients to know.
Can I use other payment processor not listed in the Accept Payments Custom Feature?

In that case please contact support and we will gladly check the possibilities of adding it to our system. Support may ask you to provide technical documentation related to this payment processor to check if there is a possibility of such an integration.


Any Employee Selector


Any employee new icon.png


You can use this Custom Feature to add a service provider called "Any provider" to the booking page, and if the client chooses this provider, all times of available providers will show.

Any employee booking page new.png



You can also use this Custom Feature to:

  • Hide employee step on the booking page.
  • Auto allocate any available provider for selected service randomly.

This way the client only chooses the service and the time so it simplifies the booking process.

How to use
1. Enable "Any Employee selector" custom feature in Custom features section.
Any employee enable path.png



2. Click on "Settings" near it to adjust "Any employee" option title and description to your needs.
Any employee settings path.png



3. If you need to hide providers from the booking site and/or assign them randomly please check the corresponding boxes there.
Any employee settings v3.png




API


Api new icon.png

With the help of this Custom Feature you can design your own solutions varying from simple widgets to multi-functional applications. Use it to authorize in Simplybook API with API key.




How to use
1. Navigate to Custom features section using the left-side menu of your admin interface to enable it.
Api enable path.png



2. Click on "Settings" button near it to access the API keys.
Api settings path.png



3. (optional) Use "Callback url" option to sync the system if you are doing own development.
Api keys v3.png




Appointment at Fixed Time


Appointment at fixed time new icon.png

This Custom Feature allows advanced flexibility to your appointment start times for all services at once or per each service. Custom Feature can be used to define exact hour and/or minutes in an hour where your services are available (e.g. 10.00, 14.30, 16.25). It can be used to set the start hour and then choose fixed or multiple interval in minutes when your services are available (e.g. multiple of 15 min 10.00, 10.15, 10.30, 10.45).

Please note! This feature works with "slots" timelines: slots weekly or modern.



How to use
1. Open Custom features page in your account and click on "Enable" near Appointment at fixed time option.
Appointment at fixed time enable path.png



2. To set times open "Settings" next to it.
Appointment at fixed time settings path.png



3. On the page you see please select the service you wish to edit start times for or select "All services" if all times will be the same.
And choose the desired times using the corresponding boxes.
Appointment at fixed time settings v3.png




Approve Bookings


Approve booking new icon.png

Approve Bookings Custom Feature is essential if you need to look at customers details before you can approve their booking. It allows you to check information given by clients before you accept their bookings. When your clients book an appointment, at the end they will see a notice that confirmation email will be sent when their booking is approved.

Please note!

If you have Accept Payments custom feature enabled, paid bookings will be approved automatically, only free services and bookings with "Pay Later" option can be approved/rejected.
If the client booked using Multiple bookings custom feature all appointments from multiple bookings pack are approved if one session is approved. The way around is to edit reservations you want to reschedule and cancel reservations you want to decline first, and then approve the pack.




How to use
1. Enable Approve bookings custom feature in your Custom features section.
Approve bookings enable path.png



2. Navigate to Calendar//Pending bookings to check the bookings waiting for approval and accept or decline them.
The client will receive the confirmation email only after your approval.
If you decline the booking there will be no notification to the client.
Pending bookings path.png



Pending bookings list.png




Book Soon Notification System


Book soon new icon.png

Make sure your clients come again! This Custom Feature will remind your clients to come back as you can send them a message x-number of days after their last appointment. For example, you can compose your own message and send a reminder always 30 days after an appointment.



How to use
1. Enable this custom feature on your Custom features page.
Book soon enable path.png



2. Go to "Settings" near this option.
Book soon settings path.png



3. In the settings press "Add new".
Book soon create new template.png



4. Configure email and /or sms notifications by writing the subject and the text (you can insert variables in your message).
Book soon settings v3.png



5. In the field "Book soon notifications" name this notification to distinguish it from other notifications you may want to create in future.
6. Set notification delay days (number of days after the appointment when notification should be sent)
7. Select service and provider for which the notification will be applied to (optional).




Calendar Sync


Calendar sync new icon.png


Calendar Sync Custom Feature is used for 2-way synchronization with Google and Outlook calendars. You can export bookings from SimplyBook to Google or Outlook calendars and also block times occupied by Google/Outlook Calendar event in your SimplyBook dashboard.

Please note that this feature works with web calendars only - it will not work with Microsoft Exchange calendars.

How to use
1. Enable Calendar Sync feature in the Custom Feature section.
Calendar sync enable path v3.png



2. Click on "Settings" near this option.
Calendar sync settings path v3.png



3. Click on "Connect new calendar" and connect Google or Outlook account.


Calendar sync- connect calendar.png



4. Select the desired calendar and connect necessary providers to it.
5. Press "export" to export your old bookings to Google or Outlook calendar for sync process to start.
6. Check the box "sync busy time" if you want to block times in the simplybook dashboard occupied by Google/Outlook Calendar events.



Connected providers to calendar.png




Please note that if "sync busy time" is checked and you have set your provider to accept more than 1 client at a time it will not be possible to make more than 1 booking as the booking will be exported to Google/Oultook as "busy time" and will block that time from booking.
If you need to accept more than one booking at a time for your provider please uncheck "sync busy time" box.

7. You will be able to see Google/Outlook calendar events that block time in SimplyBook only in Service Provider view in calendar (because you connect calendar to provider). Nothing will be visible in Day and Week view because those views are for all providers (if you have several providers, it would be impossible to show all Google/Outlook events in 1 calendar).


Blocked time from external calendar event.png



Please note During sync process no events details are imported from your external calendar. The events are represented by blue blocks on Calendar page only.

Simplybook doesn’t sync with Google/Outlook calendar

Possible reasons:

1. please, note that synchronization can take up to 10 mins;
2. if Google/Outlook updates calendar app, press “Export” button again to sync;
3. wrong calendar was chosen (in Custom Features//Calendar Sync//Settings//Please select calendar) or you are using Microsoft Exchange server calendar;
4. timezones in your Google/Outlook calendar and SimplyBook.me account do not coincide.
5. Google calendar events should be marked as “busy” for 2-way synchronization, Outlook calendar events should not be marked as "free" to block times on the booking page.

Example from Google calendar:

Busy in google calendar750.png



Example from Outlook calendar:

Outlook busy.png



SimplyBook.me event is listed twice in Google calendar

It can be because of the Google calendar setting to automatically add events from your emails. Therefore, if you receive confirmation emails with booking details, Google automatically adds them to your calendar. To turn off this option: click Settings icon in the top right corner of Google calendar//Settings and uncheck the box near "Automatically add events from Gmail to my calendar" option.


Cancellation Policy


Cancelation policy new icon.png

You can restrict time when clients can cancel appointments with the help of Cancellation Policy Custom Feature. Simply set the number of hours before appointment when cancellation is possible or prohibit cancellations at all. If client tries to cancel an appointment beyond the limit, he/she will see a warning notice that the booking cannot be cancelled.


How to use
1. Enable Cancellation policy fature on your Custom Features page.
Cancellation policy enable path.png



2. Click on "Settings" near this option.
Cancellation policy settings path.png



3. Add your text to the corresponding field and select the period when bookings can be canceled
(you can use HTML tags there to format the text to your needs).


4. You can also ask your clients about the cancellation reason and make this option obligatory or not.
Cancellation policy settings v3 new options.png




Classes

Classes.png

Now SimplyBook.me allows new option for classes and events scheduling whatever kind of business you have. Brand new feature allows you to have all your classes/events in separate section so that you will never mix them up with simple services. Or you can use classes/events interface only. Moreover, this custom feature allows to have almost all settings necessary for class/event scheduling on one page, which makes the setup process easy and fast.


To enable this option please go to Custom features page, select “Booking related” section and click on “Enable” near “Classes” feature.

Classes enable path.png



Please check more detailed instructions how to create classes here.

And video tutorial how to sell membership related classes here


Clean History


Clean history new icon.png

Use this Custom Feature to clean all old bookings from the system. You can set when the bookings should be deleted and then the Custom Feature will take care of never having older bookings on record than according to your definition. Please use with care as we can not get deleted bookings back for you! It works and deletes selected bookings till you turn this feature off.


Please note! This custom feature is not compatible with: Coupons & Gift Cards and Membership


How to use
1. Enable this feature in your Custom features section.
Clean history enable path.png



2. Choose "Settings" near this option to set your preferences.
Clean history settings path.png



3. Set the time when the bookings should be deleted.
Clean history settings v3.png





Client Login


Client login new icon.png

Use this Custom Feature to allow clients to register online, quickly make bookings and see their booking history. You can block and unblock clients from making bookings on your booking page and also turn off or on the ability for clients to register an account. If you close for client registrations, only clients you have registered and granted access can make bookings.

How to use
1. Enable this option on your custom Features page.
Client login enable path.png



2. Click on "Settings" button to:
  • enable/disable sign up on the booking page,
  • ask your clients for their address on the booking page,
  • make phone feld mandatory or not,
  • hide "Personal data report" from client profile
  • set notification templates about creating new user, password reset and change.
Client login settings path.png


Client login settings v3 new options.png


To have bookings only from clients that already exist in the system please uncheck the box “Allow clients to sign up on site” If it is checked anyone will be able to sign up and make a booking.

Disable sign up on site.png



To block/unblock some clients from booking please go to Manage//Clients and click on “Block” or “Unblock” buttons there.

Block or unblock clients.png


Please note! If you block the client he/she will not receive information about your promotions as well.

If you have several profiles for one and the same client and need to merge clients please follow these instructions:

1) Go to Manage//Clients, and click on "Merge clients" at the top.


Merge clients path.png



2) Then check the boxes with necessary clients and click on "Merge"
Merging clients.png



Please note! If you have unmerged clients they will not be able to sign in/sign up on your booking site to make and see bookings.


Contact Widget


Contact widget new icon.png

Enable this Custom Feature if you need to add Book and Contact widget to your own website. With this Custom Feature, your clients will be able to book directly from your website and also send you a contact with detailed information.


How to use
1. To switch this option on please click on "Enable" near the corresponding option on your Custom features page.
Contact widget enable path.png



2. Please choose "Settings" to set up the look of the widget and generate the necessary code.
Contact widget settings path.png



See the instructions how to add booking widget to your website



3. To check received messages from your customers please select Custom features//Contact messages or click on "Reports" in Custom features//Contact widget//Settings.
Contact messages path.png




Coupons & Gift Cards


Coupons and gift cards icon.png



Create and sell gift cards, and send coupons to your clients with the Coupons & Gift Cards custom feature! You can make % and fixed amount discounts and sell gift certificates. Use this amazing feature to promote your business. Customize your promotions with defined dates, messages and codes.


Please check our video tutorial on how to use this feature here.



Please note! This Custom feature cannot be used together with Rewards and Referrals and Clean History.

As well when you enable it Accept Payments feature will be enabled as well.



Please note! If you are using this feature with Multiple Bookings, Group Bookings or recurring services the discount will be applied to the whole purchase(all the sessions selected).


How to use
1. Enable this custom feature in Business Enhancements section of your Custom Features page.
Coupons and gift cards enable path.png



2. Navigate to "Settings" near this feature or go to Manage//Coupons and Gift Cards.
Coupons and gift cards settings path.png



3. Click on "+" icon to create a promotion or a gift card.
Create gift card or promo.png



4. Fill in main details in the menu that appears on the right side.
Promotion details.png



5. Add details that your clients will see.
Promotion details for clients.png



6. Set the period when promotion or gift card will be valid.
Promotion period.png



7. As well you can connect your promotion/gift card to specific service(s), membership(s), product(s) for sale and/or service add-on(s).
Promotions connected items.png



8. Save your settings. And one more step - you can now issue the gift card and/or send promotion messages to your customers.
Just use the corresponding button in the left-side menu.
Issue gift card.png



9. You can also set templates for clients to receive email and/or SMS notifications when they purchase a gift-card on the booking site.
To do that please navigate to Custom features//Coupons and Gift Cards//Settings//Notifications.
Coupons and gift cards notification templates path.png



Coupons and gift cards notification templates.png





Custom CSS


Custom css new icon.png

Make your own booking interface with this CSS Custom Feature. It allows to change the styles of different elements, hide them, change fonts, colors, font-sizes, etc. If you know CSS coding, please use tools of browser to find identifiers of elements and write rules in the settings of Custom Feature, if you have no deep knowledge of CSS, please contact support and they will try to find the best solution for you.

How to use
1. Enable this option on your Custom Features page.
Custom css enable path.png



2. Click on "Settings" near this feature.
Custom css settings path.png



3. Add the code(s) to adjust the styles to "Booking pages CSS" tab if you wish to edit the booking page
or "Widget CSS" if you are editing widget on your website.
Custom css settings v3.png



See most common requests how to remove elements with CSS here (phone, email fields, social tabs, our time, etc)


Custom Domain


Domain.png

This option allows to set your own sitelink (URL) for your booking page with connection done through secure layer. If you own your own domain name, you can now simply use the booking site with this name or a sub domain of this name.


How to use
1. Enable this feature per one-time payment(you will see the exact price in your account) on your Custom features page.
Custom domain enable path.png



2. Go to its "Settings" by selecting the corresponding option.
Custom domain settings path.png



3. Then in your Domain controller, you need to find where you set the DNS records and set A-record to IP mentioned in this feature settings.
Please note! AAAA (IPv6) record must not be set, otherwise SSL certificate cannot be issued.
Custom domain settings v3 new.png



After A-records are set enter domain name you wish to use in its settings and save.


Then we will automatically receive the request and apply the settings on our side(it may take some time - usually around 24-48h). As soon as they are applied your domain name starts working for the booking site.

If you wish to change Custom Domain name to different one from the one set before it can be done for additional price as new SSL certificates need to be created. For additional information please contact support.




Custom Page

Static page.png


This custom feature allows you to add your own custom static pages to your booking website, re-order all booking site pages in the main menu, hide menu items, and add custom links to the main menu.


How to use page creation option
1. Enable “Custom page” feature on your Custom features page -> Adding more to the Booking site section.
Static page enable path.png



2. Go to its settings to manage the pages.
Static page settings path.png



3. On the next page you will be able to see system booking page tabs.
(The ones that are disabled currently are grayed out.)
System pages cannot be edited in this interface. You will need to navigate to the corresponding section using the links provided.
Active and disabled tabs.png



4. You can use arrows to re-order the tabs and “Eye” icons to hide and show pages.
Please note, that if you hide the page it still will be possible to access it using direct link.
Hide-show-reorder pages.png



5. If you wish to add new custom page, please click on “+” icon at the top and choose “Add custom page” option.
Create new static page.png



6. On the right side the page-building menu will appear. Please add title and desired page content.
You may use built-in HTML editor to add elements or if you have HTML coding knowledge you can switch to code mode using “</>” icon.
Please note, it is necessary to switch coding mode off before saving the page for the code to be saved correctly.
Coding mode on.png






How to use adding links


It may happen that you need to redirect your clients to some other page(ex. your website, etc.).
In this case “Add link to menu bar” will help you.


1. Click on “+” icon at the top and choose “Add link to menu bar” option.
Add link to menu bar.png



2. Add the title you wish to show in the booking page header to “Custom link text to display” field and indicate the link itself in the corresponding field.
Adding the link.png



3. You can also choose whether the link should be opened in the new browser tab or in the same one.
For this please choose “self” if you wish the page to be opened in the same tab or “blank” if you wish to be opened in the separate tab in the “Choose how link will be opened” setting.
How to open the link.png





Daily Report


Daily report new icon.png

Every day this Custom Feature will send you an updated status of all bookings for the day. You will also receive a list with your active bookings for the upcoming week. In the settings of this Custom Feature you can decide whether you want to include today's new bookings, today's canceled bookings, decide the period for upcoming bookings like 1 day, 3, 7, 14, 21, 30 days and set notification time.

How to use
1. Enable this feature on your Custom Features page.
Daily report enable path.png



2. Click on "Settings" near it to manage the available options.
Daily report settings path.png



3. Adjust the preferences and save.
Daily report settings v3.png



The system will send the corresponding report to your company email address that you have indicated in Settings//Company information//Basic information.

Daily report.png




Facebook Bot


Facebook bot logo.png


Do you wish to add automated booking functionality to your facebook fan page?
Now it is possible with brand new Facebook bot custom feature.

Please note! Facebook bot works in English only and provides only basic functionality, so for example payments, client login, memberships, approve bookings, etc are not working there.
Contact support for more details.

How to use
1. Enable "Facebook Bot" Custom feature on your Custom Features page
Facebook bot enable v3.png



2. Choose "Settings" near it to see basic instructions.
Facebook bot settings path.png



3. Log into the Facebook Developer Console.
Facebook developers login new.png



4. Click on My Apps in the upper right-hand corner and choose to "Add a New App"
Fb create new app.png



5. Enter a name and contact email address and click on "Create App ID".
Create new app id new.png



6. On the next page you will see scenarios. Please skip this step.
Fb bot skip step.png



7. Add all basic information about your company and bot, required links, an icon as well as GDPR related information if necessary.
Fb bot add basic details.png



8. Then please click on "+" near "Products" on the left-side.
Fb bot products path.png



9. Scroll the page you see a little bit and click the "Set Up" button for the Messenger option.
Fb bot messenger path.png



10. Under the Token Generation section, choose one of your Facebook pages, copy the token you get.
Fb bot token copy.png



11. This will generate a Page Access Token. Enter it in Simplybook.me Facebook bot settings.
Fb bot token paste.png



12. Click the Setup Webhooks button under the Webhooks section and enter Callback URL and Verify token.
Fb bot setup webhooks.png



13. Check the messages and messaging_postbacks options under Subscription Fields.
Fb bot setup webhooks step 2.png



14. Click "Verify and Save" button.
15. Scroll to “App Review for Messenger” block, select the first option “pages_messaging” and add the details requested there.
Pages messaging add.png



Fb bot submission step 1.png



16. You can use the same details as on this image.
Fb bot submission step 2.png



17. Submit your app for review.
Fb bot submission step 3.png



18. You can also make your app live for approved users to test.
It will become available to all your page visitors after Facebook approval.
Fb bot make app public.png



19. It may take some time for Facebook to approve your application and your clients will be able to book using the chat bot.
Here you can see how approved request will look like
Bot approved.png




Facebook Client Info


Facebook client info new icon.png

The Facebook Custom Feature will simplify your life and your customer's life. They can log in and make appointments with their Facebook profile. You can thereby also see their Facebook profile photo in the dashboard, allowing you to recognise them when they walk through the door. Please note, that services may be visible on his/her timeline.

How to use
1. Enable this option on your Custom features page.
Facebook client info enable path.png



2. And the clients will be able to log in with their Facebook profiles on the booking site.
Facebook client info client view.png
Facebook client info client view logged.png




Flexible Notifications


Flexible notifications new icon.png

The Flexible Notifications Custom Feature allows you to customize messages per service, per provider or using a combination of services and providers. It means that certain service can have a message different from the general outgoing reminder message for other services. A certain provider may also want to include different instructions for clients who book a certain service. The Flexible Notifications Custom Feature gives you all the flexibility that you may need in such instances!

How to use
1. Go to Custom Features//Booking related section and find Flexible Notifications Custom Feature//press "enable".
Flexible notifications enable path.png



2. Click on "Settings" near this feature.
Flexible notifications settings path.png



3. On the page you see press "new flexible template settings".
Flexible notifications create new template.png



4. In the new template select services to apply to bookings and/or select providers to apply to bookings. Then select notification type to add/change template and edit the text. Please use variables on the right to include to your templates if necessary.
Flexible template creation.png




Google Adwords and Analytics


Google analytics new icon.png

Use the Google Analytics Custom Feature to see how many customers visit your site both on an everyday basis and during promotion campaigns. Use the adwords analytics to count how many actually book after clicking an adwords advertisement.



How to use
1. Enable "Google Adwords and Analytics" feature on your Custom Features page.
Google analytics enable path.png



2. Choose "Settings"
Google analytics settings path.png



3. Fill in the boxes with the corresponding information.
Google analytics settings v3.png




Where to find the details
1. The Google analytics id can be found in your Google analytics accounts.
Go to Analytics home, and click on "All Web Site data" in the top left corner.
Analytics home.png



2. In the pop-up you will see your Analytics ID
Analytics id.png



It should be in the format: UA-XXXXXXXX-X Where XXXXXXX-X is some number.
An example of this id would be: UA-70295750-1
To start tracking visitors, you only need to set your analytics account id.

However to track results of an adwords campaign you need to set up an adwords campaign conversion id and insert this id into the SimplyBook.me Custom Feature.

1. Sign in to your Ads account at https://ads.google.com
2. Click Tools and select Conversions
Conversions path.png



3. Click + to create conversions and select Website conversions.
New conversion step 1.png



4. Set up the options.
New conversion step 2.png



Google conversion value is the conversion value that you give to a client that hits your target. It can, for example, be set as 20 for $20 per conversion if the average price of your service is $20. We set it default to 1, which could mean $1 value per conversion but you should change this to the right value for you.

5. Select to insert the Tag yourself.
New conversion step 3.png



6. Then you will see a code like this:
New conversion step 4.png



<!- Event snippet for Testing conversion page ->
<script>
gtag('event', 'conversion', {'send_to': 'AW-XXXXXXXXX/YYYYYYYY-YYYYYYYYYYY'});
</script>

where XXXXXXXXX is your conversion id(google_conversion_id value) and
YYYYYYYY-YYYYYYYYYYY is conversion label(google_conversion_label value)

7. Use these details to add to the corresponding fields of this custom feature settings.


Add conversion details to sbm.png




Google Authenticator


Google authenticator.png


Add security to your account. You can use a 2-step authentication when logging into your account preventing unauthorized access. Upon entering password, you'll be asked to insert 6-digit login code from your Google authenticator or a 3rd party app.

You can use this custom feature with or without HIPAA feature depending on your needs and business requirements.

Please note! In case you have this feature enabled our support agents will not be able to access your account settings.
As well it will not be possible to connect the account to Zapier.


How to use it as admin user

1. Open “Custom features” page using left-side menu of your admin interface and find “Data Protection” section. Just click on “Enable” near “Google authenticator”
Google authenticator enable path.png



2. To set 2-step authentication please go to Manage//Users using left-side menu or click on “Settings”//”Set up 2-step authentication” near this custom feature.
Google authenticator settings path.png



3. On Manage//Users page click on “+” and create all desired system users to be able to connect each to 2-step authentication.
Create users.png



4. Download “Google Authenticator” application from Google Play or App Store. You can just scan QR-code in Manage//Users//select the user//Google Authenticator and immediately get to application page.
Ga application links.png



5. In the same section scan QR-code with Google Authenticator application on your smartphone, enter the code you see in the app and click on "Connect" button.
Connect ga to user v3.png



6. All done! This user can now log in in more secure way!



Login process will look like as follows:
- open Simplybook.me site or direct link as companyname.simplybook.me
- fill in all necessary details and password
- enter 6-digits code from Google Authenticator feature
2-step authentication pop-up.png




If you plan to allow your employees to be able to connect themselves please create them as users beforehand and allow them to login without 2-step authentication in Custom features//Google authenticator//Settings//Settings.

Allow to log in without 2step auth.png




How to connect Google Authenticator if you are a user

1. Google Authenticator custom feature should be previously enabled by admin as described above.
2. Open “Welcome” page using left-side menu and scan the code to download the application if you have not done this before.
Connect ga as user v3 get the app.png



3. Click on “Connect/Change” link, scan the code, enter the code you get and save settings.
Connect ga as user v3.png



4. From now you will login in more secure way!



Login process will look like as follows:
- open Simplybook.me site or direct link as https://companyname.simplybook.me
- fill in all necessary details and password
- enter 6-digits code from Google Authenticator feature




Google Tag Manager

Google tag manager icon.png


This feature allows to manage tracking and marketing optimization JavaScript tags on your site. You can add and update AdWords, Google Analytics, Floodlight, and non-Google tags.



How to use
1. Enable Google Tag Manager custom feature in your Custom features section.
Google tag manager enable path.png



2. Sign up for a Google tag manager site


3.  Create a new container and set it up.


4. Click on “Settings” near Google Tag manager on simplybook.me custom features page.
Google tag manager settings path.png



5. Insert the container ID on the page you see.
Google tag manager settings v3.png




Google Translate

Google translate.png


Need to show your booking website in several languages for your clients' convenience? Now we have Google Translate custom feature that makes is possible. It allows you to add Google Translate’s automatic translation to your booking website and each client will be able to choose the language convenient for them.



How to use
1. To enable this option navigate to Custom Features//Adding more to the Booking Website.
Google translate enable path.png



2. To access available options for this functionality click on "Settings" button.
Google translate settings path.png



3. Check the boxes with languages you wish your clients to be able to choose on the booking website.
Google translate options settings.png



4. Select the view mode to your taste.
Select view mode for google translate.png



5. Save settings. Everything is ready to use! Here is how it can look like on your booking page using one of the themes.
Google translate booking page view1.png



One more translation possibility using third-party service here




Group Bookings


Group booking new icon.png

Group bookings is useful when you need your customers to be able to book appointment or reservation for many individuals at the same time. This Custom Feature creates a selection menu with the number of participants in the group. With this Custom Feature you can also use payment custom feature at the same time so that the total payment for all participants will be paid in one payment at time of check-out even though only the group leader/organizer is registered. If you are using Products for Sale or Service Add-Ons features, number of items will also be multiplied to the number of participants selected.

How to use
1. Make sure that the Service provider is set able to accept X many clients at same time(or more depending on your needs). For this go Manage//Providers//select necessary provider//Service provider details//How many clients can this provider serve at same time? and set the X number of clients.
Number of clients per provider.png



2. Activate Group Bookings custom feature on your Custom features page
Group bookings enable path.png



3. Go to its settings("Notifications" button)
Group bookings settings path.png



4. Here you can specify how many people can be booked in same booking, by same client and edit notification templates related to this feature.
Group bookings settings v3.png



How will it look like on the booking page:

The clients will be able to use the arrows to choose the number of participants(the look ay differ depending on the theme you have).
Group bookings client view.png




HIPAA


Hipaa new icon.png


Available with Standard and Premium(former Gold and Platinum) subscriptions.

The personal information custom feature is designed to help SimplyBook.me users to protect their client's and patient's data. It does not replace user's own security procedures but enhances SimplyBook.me data security by using double authentication during login process for all users who access the system (users need to register their mobile phone number to receive authentication code SMS(you need SMS credits for this) or connect Google Authenticator using corresponding custom feature). This custom feature includes a “Timeout” setting which automatically logs user out to reduce the risk of unauthorized users accessing the system.
The system blocks all access for SimplyBook support personnel further reducing access by unrelated people to the system. It is possible to further reduce exposure of personal information to unauthorized people by using the Clean History custom feature. This way old data gets deleted and is therefore not accessible.

Please note!

  • This custom feature does NOT replace the SimplyBook.me user's own security controls which also need to be in place for client and patient data protection. Please refer to relevant documentation in your country and get assistance from qualified advisors in the field of client/patient data protection.
  • [service] and [client] variables in notification templates do not work when this Custom Feature is enabled due to security reasons.
  • It is not possible to connect the account to Zapier if you are using HIPAA feature.



How to use
1. Enable HIPAA features on your Custom Features page.
When you enable this feature SSL custom feature and Google Authenticator will be enabled as well to add security to client side.
Hipaa enable path.png



2. Go to its settings to set timeout period and email address to be notified about new log ins.
Hipaa settings path.png



Hipaa settings v3.png



3. Validate main admin phone number.



How to validate phone number
1. After you enabled HIPAA Custom Feature press "validate admin phone number" in alert message you see at the top of your admin page.
2. You will be transferred to Manage//Users page. Select main admin user, insert the phone and press "Generate a check-code to validate phone".
Hipaa validate phone v3.png



3. You will receive sms with the code, enter the code into the "Validation code" field and press "Confirm the check-code".
Hipaa confirm code.png



4. Get a success message that the code is confirmed.
Hipaa validated number.png




HTML Description Field for Events


Html description new icon.png

Allows inserting HTML formatting (background and font color, bold, italic, underline, alignment and other HTML elements) for Service, Service Providers, Locations and Categories description fields.


How to use
1. Enable this functionalitty on your Custom Features page.
Html description filed enable path.png



2. Go to Manage section using left-side menu and select Services/Providers/Classes/Memberships/Products for sale depending on which item do you wish to add/edit description to.
Select the item and the first tab with name and details.
Edit description and save settings
Html description field settings.png




Import Clients

Import clients icon.png


Use this feature if you need to add the list of clients to your system with just several clicks. Simply upload a CSV file containing your clients data, then select headers for corresponding columns, and you will have an updated list of clients in your client register.



Attention! It is forbidden to import a client list with emails and client information where the clients have not specifically granted you the right to do so.


Please note that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).
It is only possible to import 500 clients by default. If you need to import more please contact support for details.



How to use this option:

1. Enable "Import Clients" custom feature on your Custom features page:
Import clients enable path.png



2. Prepare your Excel file.
- No text above the list of clients should be written
- Make sure all cells are correctly displayed
- Save file in .csv format with comma separation.



3. Go to Manage//Clients//Import from CSV or simply click on "Settings" near this custom feature.
Import clients file upload path.png



4. Press "Choose file" and select the prepared file.
Import clients file upload step1.png



5. Assign values to the columns from drop-down lists in the upper bar (above each column, marked with black arrows). Assign "name", "email" and "phone".
Import clients assigning column headers.png



6. Press "Confirm clients import".
Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.



If you can't import clients, please check the possible reasons
1. Format of .csv file is incorrect. It should be saved in .csv with comma or tab separation.
2. There is some text above the data or unnecessary columns that prevent successful import. Please delete the text.
3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.




Insights


Insights new icon.png

This Custom Feature creates a variety of charts with key performance indicators in your new financial dashboard.

Providers availability, total bookings, payment per provider etc


How to use
1. Enable Insights on your Custom features page.
Insights enable path.png



2. Navigate to Dashboard or Reports//Insights to check the graphs and charts.
Dashboard chart example.png




Instagram Photo Sharing


Social gallery.png


Enable the Instagram photo sharing feature and show automatically your photos on the booking site to make it more a live and fun for your visitors. Take photos with your Instagram app and show the results on your booking page.

How to use:

1. To enable this custom feature please go to Custom features page and click on “Enable” near “Instagram photo sharing” option.
Instagram photo sharing enable path.png



2. Then please choose “Settings” near this custom feature
Instagram photo sharing settings path.png



3. You will get to the page where you will be able to connect your Instagram account.
Just click on “Authorization”, fill in your Instagram username and password.
Instagram photo sharing settings v3.png
Instagram login.png



4. If you have many posts within your Instagram account you can set how many images to display per page.
Instagram number of images per page.png



You have it set now and your Instagram images will be displayed on separate tab on the booking site.

Instagram on booking page.png



Please note!

- When you add images to your Instagram they will be updated on the booking page within an hour.
If you wish it to happen sooner please click on “Refresh now” on this custom feature “Settings” page.

Instagram refresh option.png



- If Instagram post consists of several images/photos only first one will be displayed on the booking site.
- Unfortunately currently videos cannot be played and will look like an image.


Intake Forms


Additional field new icon.png


Intake Forms Custom Feature allows you to request more information from your clients on the booking page. You can ask several questions and they can be answered in many types of fields, such as text lines, drop-downs, text boxes etc.


How to use
1. Enable Intake Forms Custom Feature in the Custom Feature section//Adding more to the booking page.
Intake forms enable path.png



2. Go to its settings or to Manage//Intake forms page.
Intake forms settings path.png



3. Press "+" button in the settings of Custom Feature to create a new form.
Create new intake form v3.png



4. In the field "Question title" write the question you want your clients to answer. For example: Age, preferences, Do you have any health problems?, etc.
5. Choose the field type:
digits only - allows entering only numbers. Useful when you need to know the age, height or any other information that will require only digits.
single line - usually used for short answers
multiple lines - use this type of filed if you expect lengthy explanations from your clients
checkbox - creates a checkbox that clients should either check or leave unchecked. Useful for questions that require binary answer, for example "I will need additional services".
dropdown selection - creates a drop-down list with the ability to choose only 1 option. In order to create this field, you will need to create a list of values in the section "Dropdown options and default option". Also you can select the Default value that will be assigned if nothing is chosen from the list.
date - creates date selection option with calendar
Intake forms fields types.png



6. Make it rather obligatory or not with the help of "optional" switcher.
7. If you wish to relate form with certain services, choose "Services, attached to this field" tab and check the boxes near corresponding services.
Attach intake form to services.png



8. If you want to include intake form information to email templates, find the intake forms variables and add them to templates in Configuration//General Settings//Email and SMS settings//Templates.
Add intake form variable to template.png




Limit Bookings


Limit bookings new icon.png

This Custom Feature allows you to restrict booking quantity which can be booked at the same time. This Custom Feature is useful when your services require additional things like dental chair or room in the studio etc. When the booking limit is reached the corresponding time interval will looks like breaktime at the booking page (and in the admin interface if you haven't set to skip this restrictions for admin). It is possible to limit booking number at the same time generally, and also you can set certain limit for each service separately.

For example, you have 2 providers and 1 room and both of your providers are available at 10.00. 
Each of providers is set up to serve 1 person at a time and totally, 2 people can book service at 10.00. 
But you need to limit that number to 1 person, because only 1 room is available.
You need to enable Limit Bookings Custom Feature and set it to 1. 
In such way, when someone books 10.00, this time will be closed for another provider.



How to use
1. Enable this custom feature on your Custom Features page.
Limit bookings enable path.png



2. Go to its settings if you need to limit number of bookings at a time for the whole system.
Limit bookings settings path.png



3. Indicate the necessary amount in the corresponding box.
Limit bookings system limit v3.png



4. If you need to set the limit for certain service please navigate to Manage//Services(Classes) page, choose More options tab and set the desired number per service/class.
Limit bookings per service v3.png






Membership


Membership new icon.png

This Custom feature allows you to have services that only members can book provided they have active paid membership. This can be applied to a selection or all services, only classes or similar. Here you can check more cases when Membership can be useful.

Here you can see video tutorial how to set it up.


Please note! This feature is not compatible with Clean History and does not work with mobile apps.

How to enable Membership custom feature

To enable this option please go to Custom Features section in your admin interface, find “Membership” and click on enable near it.

Membership enable path.png



Please note! Client login and Accept payments custom features will be automatically enabled as well.


How to create Membership

After you have enabled this Custom Feature you can go to Manage//Memberships and click on “+” icon to create new membership. In “Membership details” tab you will be able to set membership title, image, its duration, number of sessions included and price.

Create new membership v3.png



It is possible to set different First payment and Recurring prices if you wish, for example, to suggest lower price to regular customers.

Membership price1.png



Please note! Recurring membership payments can work with Stripe payment processor only.

You can set price only for membership here and zero price for service(in Manage//Services//Service details//Price) connected to this membership(for gyms for example) or you can set prices for both Membership and Service, it will allow your clients who purchased membership book a service at a lower price.


How to add service to Membership

In “Services, attached to this membership” tab you will be able to check the boxes with services you wish to be attached to this Membership. It will be possible to book this service only if a client has purchased this Membership.

Attach services to membership.png



You have to add at least one service to membership to make it working.


Where will be Memberships displayed on the booking page

After you enable this custom feature Membership tab will appear on the booking page.

Membership tab.png



As well if clients click on the service related to membership but have not purchased it yet they will get a pop-up suggesting to purchase it. If they agree they will be redirected to Memberships page.

Membership confirm.png




Where can i check payments my clients made for memberships

You will be able to see that information in Reports//Membership payments.
If client has chosen "Pay Later" option instead of paying online you will be able to approve such membership purchases there.
Only after your approval the client will be able to book the services related to the selected membership.

How will be my clients notified about purchase/renewal

The system will notify the client about recurring payment coming soon and membership period coming to an end to remind. There are notification about successful and unsuccessful recurring payments.
You can enable/disable some notifications related to all your memberships in Manage//Memberships//Membership details//Configure membership notifications or in Custom features//Membership//Settings//Notifications.

Membership notification types.png



As well you can adjust templates according to your needs there. Please use variables listed on the right side of the page if necessary so that relevant details will be reflected in notifications.

How to add membership to client from admin side

If your client has paid you in cash or you just wish to give somebody free membership please go to Manege//Clients page, click on "Edit" near necessary client there.

Attach membership from admin side v3.png



Then select "memberships" tab in the pop-up that will appear and click on "Add new"

Attach membership from admin side step2 v3.png



Choose membership from available and set the start date(end date will be calculated by the system based on the selected membership duration). Click on "Add" to save your settings.

Attach membership to client2.png



As a result you will see membership successfully added.
You will also see active clients' memberships with number of sessions left.

Membership status admin side2.png




Multiple Bookings


Multiple booking new icon.png

Allows clients to book more than one service before they check-out and pay for all booking with one payment. This Custom Feature adds "Book and add more" button to the "Details" step on the booking page. This Custom Feature allows clients to book several services on different time or day of the week.


Please note! "Book and add more" button will not be shown if you are using classes timeline on the booking site, if several participants are selected with group booking or if the service is recurring.


How to use
1. Enable Multiple bookings custom feature on your custom features page.
Multiple bookings enable path.png



2. You can edit notification templates related in the Settings("Notifications" button) section.
Multiple bookings settings path.png
Multiple bookings notifications.png



3. Here is how it will look like on the client side in one of the themes.
Book and add more v3.png




Multiple Locations

Unit location new icon.png


Allows creating multiple service locations and relating them with different service providers (staff members). Locations will be shown as the first step on the booking site.


Here you can see the example of client view:
Locations booking page view.png



How to use

1. Enable Multiple Locations custom feature in Custom Feature section//Adding more to booking website.

Multiple locations enable path.png



2. Add locations either in the settings of the Custom Feature or in Manage//Service Providers//Add location.

Create new location item v3.png


3. Click on "Location providers" tab for corresponding location and check necessary boxes to connect service providers with location.

Attach providers to locations v3.png



4. (Optional) In Settings // General settings // Email and SMS settings insert the following variables into your email templates:

Add location variables to templates.png



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


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 go to Settings//Service providers//Working hours, or to Manage//Service Providers//Service providers schedule 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.
2. To relate provider and location go to Manage//Service Providers//Service provider's locations and check the boxes with location(s) provider should be related to.



How can I relate service to location.

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

1. In Manage//Service Providers//Services, attached to this service provider check the boxes with services related to this provider.
2. In Manage//Service Providers//Service provider's locations and check the boxes with location(s) provider should be related to.




News


News new icon.png

Give your website a fresh life by managing news on your main page in our booking system. You can publish news or blog on your booking website to keep your customers up to date with what’s happening in the business.


How to use
1. Enable this custom feature on your Custom Features page, Adding more to the Booking Website section.
News enable path.png



2. Click on "Settings" near this option.
News settings path.png



3. Create the posts on the page you see by clicking on "+" button.
Add new news item v3 updated.png




Packages

Packages icon.png

With the Packages custom feature you can create a package of multiple services, or, if you also sell additional items, combine services with products, add-ons, and classes. Clients can buy packages on your booking page or with Simplybook.me’s POS feature. Each package can be defined with any number of services and products, and you can set the validity to any period available. Once clients have purchased a package, they can book a service at any time paying with their package credits. They can always check how many occurrences are left within each package.


Please note, as soon as you turn this custom feature on, Client login and Accept Payments features will be enabled as well.



Video tutorial available here

How to use
1. To switch this custom feature on, please navigate to your Custom Features page, go to “Other” section and click on “Enable”
Packages enable path.png
M packages enable path.png



2. Then choose “Settings” option.
Packages settings path.png
M packages settings path.png



3. Just click on “+” button to create a new package. The form will appear on the right side of the page.
Create new package.png
M create new package.png



4. Insert package name, add a description (you can even use HTML formatting for a better look) and image. At this point you can also set the package price: you can specify the cost (if you want to make a discount, for example) or skip price box to later keep the total cost of all the elements included.
Please note, it is not possible to create a package without setting a price.
Add new package details.png
M add new package details.png



5. Define the validity period of the package and set the number of sets available (unlimited by default).
Package duration and limit.png
M package duration and limit.png



6. Proceed to adding services, products and add-ons to the package. You will see three corresponding sections below.
Package items possibilities.png
M package items possibilities.png



7. Please select “Services” section, check the boxes with the necessary items and set the quantity that will be available for booking.
Add items to the package.png
M add items to the package.png



8. If you are using Products for sale and/or Service Add-ons features simply select the corresponding tabs and add elements the same way.
Add items to the package2.png
M add items to the package2.png



9. After you have added all the options and if you have not set a package price yet, get back to the “Details” tab and use “Calculate price” button to make the system automatically sum up all the elements prices for you.
Autocalculate the price.png
M autocalculate the price.png



10. Now you can click on “Save and go purchase package” to issue it to certain customers or simply save everything and allow your clients to buy this package on your booking site.
Saving the package options.png
M saving the package options.png



If you assign a package from admin side the client will not receive any notification.
If the customer buys a package on the booking site he/she will receive the invoice like with the regular booking.



11. Go to Reports//Packages to check packages order history, customer data, as well as the number of remaining items.
Use filters for more extensive analysis.
Package reports.png
M package reports.png




The use of Packages within the POS feature
1. Make sure you have enabled POS custom feature.
Pos enabled view.png
M pos enabled view.png



2. Go to POS interface, click on “New sale” button.
Pos new sale.png
M pos new sale.png



3. Select the client on the right side of the page to make the "Package" button active.
Sell package step1.png
M sell package step1.png



4. Pick the item and define the start date. End date will be automatically set based on the package duration after you save the selection.
Sell package step2.png
M sell package step2.png



Please note, if the package is hidden from the booking page it will be still available within POS interface as it is part of admin side visible to POS user.



5. Proceed to checkout after you have added all the necessary services/products/add-ons/memberships/gift cards to the cart.
Sell package step3.png
M sell package step3.png



6. You may have a client who has already purchased a package before and wants to use it.
Then you will be able to click on “Use packages” button so that the items selected will be fully or partially paid with this set during the checkout.
Use package during checkout.png
M use package during checkout.png





Booking site operation
1. The clients will be able to navigate to the “Packages” tab on your booking site.
Please note, the client must be logged in to see his/her purchases.
Client side packages available.png
M client side packages available.png



2. They will find a suitable set, choose a start date and buy the package.
Client side packages - buy.png
M client side packages - buy.png



(if they select “pay later” option during checkout you will need to approve their purchase from admin side first. Then they will be able to book/buy the items included)



3. When the client has already the purchased package and books the separate services/products/add-ons, he/she will be able to cover those items with his packages’ credits (if included in packages) or pay for them in a regular way.
Client side packages - payment step.png
M client side packages - payment step.png



Client side packages - confirmation-invoice.png
M client side packages - confirmation-invoice.png





Password Security Settings


Strict password icon.png


The Password security settings Custom Feature allows to define password requirements for system users and clients. This can further harden the system for possible intrusion. Just in few steps you can make your system more secure!


How to use
1. Enable Password Security Settings option on yur Custom Features page.
Strict password enable path.png



2. Click on "Settings" button that will appear near it.
Strict password settings path.png



3. Now you can set requirements for password for your system users in the left-side block.
User password settings block.png



4. (is skipped if you are already using Client Login Custom Feature) If you wish your clients to be able to log in securely please enable Client Login option there.
Enable client login settings.png



5. Set up password requirements for your clients in the right-side block and save settings.
Client password settings block.png




Photo Gallery


Photo gallery new icon.png

With Photo Gallery custom feature you can upload the photos of your services to attract more clients. Simply browse photos and they will appear on your booking page.


How to use
1. Enable Photo gallery option on your Custom Features page.
Photo gallery enable path.png



2. Click on "Settings" near it.
Photo gallery settings path.png



3. Upload the images on the page you see, add descriptions if necessary and they will appear in the separate tab on the booking site.
Photo gallery settings.png




Point of Sale

Pos icon.png

Point of Sale Custom Feature allows system users to create and track sales of bookings, and to sell memberships, products and gift certificates to existing or new clients. You can check client's history of purchases, approve pending transactions and print invoices. All in the neat mobile friendly interface!

Please note! Accept Payments Custom Feature will be enabled as well when you switch PoS feature on.

Video tutorial available here.

How to use
1. Enable Point of Sale Custom Feature on your Custom Features page, “Other” section.
Pos enable path.png



2. Click on “Go to POS” near this feature or in top right corner of your admin interface.
Pos settings path.png



3. You will see sale start page. (If you need to return here at some point please use “Home” icon in the top left corner.)
Pos start page.png



4. By default guest client is selected, but you can select a client from already existing ones in your system.
Pos select client.png



5. Or add new client directly from POS interface.
Add new client from pos.png



6. Select “New Sale” option to sell service/membership/product/add-on.
New sale.png



Select sale option.png



7. If you have selected service option new booking will be created. Please choose which service/class, provider, date and time do you wish to book. Add product(s), add-on(s) if necessary and click on “Save”.
Pos new booking.png



8. On the next step you can add more options to the cart(left side of the page) or confirm all the selections by clicking on the “Checkout button”(right side of the page).
Pos checkout.png



9. Select payment method to confirm the order.
Choose payment method.png


10. If you have chosen “Credit card/Wire transfer/Cash” the order will be automatically confirmed meaning that you have received the money using the options mentioned.
If you have selected “Pay later” the order will be displayed as “pending”. You will be able to click on “Checkout” once more and select another payment method to confirm such order.
Pos received payment.png



Pos pay later.png



11. You can go to “Home” page and use filters to see today/upcoming/expired/non-booking/pending/paid, etc. orders. It is possible to click on the order to see the details/print the invoice.
Pos report.png




Products for Sale

Product.png


When your clients are booking the services they will be offered to add relevant products to their purchase. Someone buying a haircut could for example be offered to buy hair gel at the same time.
Use this to your advantage to sell more!

Please note! This custom feature cannot be used without Accept Payments custom feature, that is why this option will be automatically enabled as soon as you switch on "Products for sale".



How to use:

1. To enable this option please go to your Custom Features page and click on “Enable” near “Products for sale” option.
Products for sale enable path.png



2. Click on “Settings” button that will appear there or select Manage// Products for sale section and you will get to a page where you will be able to create all necessary products.
Products for sale settings path.png



3. Click on “+” icon to create new product, set its name, image, description if necessary and price.
Please note! It is not possible to create free products, each of them needs to have some price added.
Create new product for sale.png



4. To relate the product with particular service(s) please use “Connected services” tab and check the boxes with desired services/classes.
Attach product to service.png



5. You can also make product to be selected by default on the booking page and set default amount that will be displayed to clients.
Please note! The clients will be able to adjust amount to their needs on the booking site or uncheck this product.
Products for sale default quantity.png



Here you can see how the products can look like on the booking page:

Products booking page view.png



Correlation with other custom features:
1- Rewards and Referrals. Rewards and Referrals discounts are working for services prices only and not applied to products prices. If you'd like to set up discounts for products, please use Coupons and Gift Cards Custom Feature instead.
2- Group Bookings. Number of items is multiplied to number of participants selected.
3- Multiple bookings. Products are selected separately for each booking.

Can I add the items that clients has selected to notification templates?
Sure, just add [products] variable to all necessary templates in Settings//Email and SMS settings and the list of products will be included to corresponding notifications

Add products to notification emails.png




Provider's Color Coding


Provider color new icon.png

Some users like to simplify the dashboard view by having providers with certain colors. With this Custom Feature, you can give each of your providers their own color so when you quickly glance over the dashboard, it can be easily seen what bookings belong to each provider.


Please note, if you use Status Custom Feature, it has higher priority than Provider's Color Coding Custom Feature. Therefore, colors of the booking statuses will be displayed.


How to use
1. Enable this option on your Custom Features page.
Provider color coding enable path.png



2. In Manage//Providers//More options//assign color to each provider to make them easily distinguished in the calendar.
Provider color coding-select color.png



3. As the result you will see bookings in corresponding colors on your Calendar page.
Provider color coding-booking view.png




Rewards and Referrals


Refferals-150.png

Send promotions to your clients with Rewards and Referrals custom feature! Reward your clients for telling others about your company promotions. You can get the advantage of both rewards and discounts. Use this to get more clients all year long and especially during low season as well as promote your business. Customize your promotions with defined dates, messages and codes.


Please note that
  • this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum);
  • this feature is not compatible with Coupons and Gift Cards feature yet.



How to use.
1. Enable Rewards and Referrals Custom Feature.
Rewards and referrals enable path.png



2. In left-side menu go to Manage//Promotions and create new promotion
Create new promotion path.png



3. On the first step indicate:
  • your discount in %;
  • is this promotion related to specific service or all services;
  • who can claim the deal (all clients or new clients only);
  • how many times the code can be used;
  • how many times each client can use this promotion;
  • edit texts of your deal if necessary;
  • proceed to the next step.
Create new promotion - step 1.png



4. On the second step decide whether you will offer a reward for sharing your promotion. This step is very important because it can help you to easily get more clients.
  • write what reward you offer;
  • indicate the number of times client should share promotion to receive the reward;
  • how many times 1 client can claim the reward;
  • insert reward picture;
  • check "send email" if you want clients to receive an email about being rewarded and adjust the email text if necessary;
  • adjust the texts of reward;
  • proceed to the next step.
Create new promotion - step 2.png



5. On the third step enter the details of your campaign
  • change the promotion code if needed;
  • add campaign image;
  • add dates that clients can book using this promotion;
  • add period when they can redeem the code;
  • set time limitation if needed;
  • proceed to the next step.
Create new promotion - step 3.png



6. On the fourth step announce your promotion
  • get the link of the deal to share with your clients;
  • choose how to notify your clients, by email or sms (please change the text of email or sms (1 sms 70 symbols in unicode, 140 plain English text without special characters));
  • configure whom you will send the deal, to clients who booked/did not book, use filters by service, provider, dates;
  • select clients and send the promotion (or save it without sending).
Create new promotion - step 4.png




Service Add-ons

Paid attributes.png


You can create add-ons for selected services. These add-ons do not influence service duration, but the service becomes more expensive. An example would be a massage, whereas the client could choose to add the luxury oil that costs more during massage.
Use this to your advantage to sell more!

Please note! This custom feature cannot be used without Accept Payments custom feature, that is why this option will be automatically enabled as soon as you enable "Service Add-ons".



How to use:

1. To enable this option please go to your Custom Features page and click on “Enable” near “Service Add-ons” option.
Service add-ons enable path.png



2. Click on “Settings” button that will appear there or select Manage// Service Add-ons section and you will get to a page where you will be able to create all necessary items.
Service add-ons settings path.png



3. Click on “+” icon to create new add-on, set its name and price.
Please note! It is not possible to create free add-ons, each of them needs to have price added.
Create new service add-on v3.png



4. To relate the add-on with particular service(s) please use “Connected services” tab and check the boxes with desired services/classes.
Connect service add-on to services.png



5. You can also make add-on to be selected by default on the booking page
Please note! The clients will be able to to uncheck this item if they wish to on the booking page.
Selected add-on.png



Here you can see how the add-ons can look like on the booking page:

Add-ons booking page view.png



Correlation with other custom features:
1- Rewards and Referrals. Discounts are not applied to add-ons prices. Please use Coupons and Gift Cards feature instead.
2- Group Bookings. Number of items is multiplied to number of participants selected.
3- Multiple bookings. Add-ons are selected separately for each booking.

Can I add the items that clients has selected to notification templates?
Sure, just add [attributes] variable to all necessary templates in Settings//Email and SMS settings and the list of products will be included to corresponding notifications

Add add-ons list to emails.png




Service Categories


Service category new icon.png


With the help of this Custom Feature you can create categories and group your services to make it easier and faster for your clients to find the necessary service.


How to use
1. Enable Service Categories custom feature in the Custom Feature section//Adding more to booking page.
Service categories enable path.png



2. In Manage//Services click on "+" and choose "Add category" to create all necessary categories. Insert title, picture, description and assign services to category.
Create new category v3.png



3. Click on "Category details" tab of the category to edit any information. To connect services please choose "Category services" tab and check corresponding boxes.
Attach service to category.png



4. Here you can see how categories can look like on the booking page using one of the themes avilable.
Categories booking page view.png




SMS Gateway


Sms.png

Use the SMS Gateway custom feature to use your own SMS gateway (Twilio, Nexmo or BulkSMS available only) and use your own phone number as sender number. If you use this feature, you pay the gateway directly saving around 20% to 30% compared to when you buy SimplyBook.me credits.

IMPORTANT! Setting this up requires some technical knowledge and the SimplyBook.me team can not help with account creation at the SMS gateway providers.

How to use

1. Enable Sms Gateway Custom feature in Custom features//Other section at one-time activation fee.
Sms gateway enable path.png



2. Create an account with one of available sms gateways: Nexmo, Twilio or BulkSMS if you do not have one yet.
3. Click on “Settings” near “SMS Gateway” custom feature.
Sms gateway settings path.png



4. On the next step please select the sms provider from “SMS Gateway” drop down and add corresponding settings on the right side of the page.

Sms gateway options.png



5. Save settings and it is all done!

Please note! If this custom feature is enabled and set correctly you do not need to purchase sms credits from our side.
You will be able to see sms being sent from the system in Reports//Sms report with 0 as credits amount in this case.

Troubleshooting:
Sms credits are charged from my account:

- SMS Gateway Custom Feature is not enabled
- SMS Gateway processor settings are not added.

Sms are not sent from the system

- SMS Gateway settings are not added correctly.
- There is no sms credits on your balance.


SMTP


Smtp new icon.png

It allows you to use your own SMTP server so all emails sent from the SimplyBook.me system on your behalf, come from your own email address.



How to use.
1. You can enable this Custom Feature in your Custom Feature section
Smtp enable path.png



2. Go to its settings.
Smtp settings path.png



3. And set your SMTP server details in Custom Feature settings.
Smtp settings v3.png



Remark that if you have a gmail address or g-suite email, you can send up to 1.000 emails per day through that address.

How to store a copy of outgoing emails in your Gmail:

1. You need to log into your Gmail or Google Apps email Settings and Click on the Forwarding/IMAP tab and scroll down to the IMAP Access section.

2. Please set the IMAP as enabled in order for emails to be properly copied to your sent folder.

For added security, you can setup double authentication for the email that you plan to use.
Here you can check instructions how to use application password for double-step authentication.



If you send more than 1.000 notifications/promotions per day, you can look at other smtp services like sendinblue.com, sendgrid.com, mailjet.com, or authsmtp.com.

Please check video tutorial here.


SOAP


Soap.png

This feature allows you to insert time stamped record with 4 text fields that stays with client data in patient format. SOAP notes are a style of documentation that medical professionals, such as nurses, therapists, athletic trainers, counsellors, and doctors, use to record information about patients. The acronym stands for subjective, objective, assessment and plan.

How to use

1. Enable in Custom features//Business enhancements.
Soap enable path v3.png



2. Now you can go to Manage//Clients, click on Edit button, choose SOAP info tab and add necessary information there.
Add soap info to client.png



Or you can add SOAP information from the booking directly by selecting “Client” tab and clicking on “Add SOAP info” button.
As well this option allows you to add some medical history in separate tab if necessary.

Add soap info to client from booking.png



3. And now you can check and/or update comments related to particular client in Manage//Clients//Edit//SOAP info history.
Check soap info history v3.png



Or in booking related to this client in “Client” tab.
This feature also allows you to check the records added previously either in booking in Calendar or in client record in Manage//Clients//Edit.

Please note, the information you add there is not seen from client side and is for internal use. As well this information is not exported from the system in Reports.


SOAP with Encryption

Client soap crypt.png


Need patient information to be more securely stored? SOAP (subjective, objective, assessment and plan) with data encryption feature allows to insert time-stamped record with 4 encrypted text fields that stay with client data. Sensitive medical data of your clients will be secured with RSA 4096.



How to use

1. Make sure that you have simple SOAP custom feature disabled(as they are not compatible)
2. Then please go to Custom features page using the left-side menu of your admin interface, use searchbox at the top or choose “Other” category.
And click on “Enable” near “SOAP with data encryption” option.
Soap enable path.png



3. Please choose “Settings” near it to generate the keys and setup encryption following the instructions on the right side of the page.
Soap settings path.png
Soap settings page.png



Please check more detailed tutorial and usage cases here




SSL


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Make all client's connections with the server through a secure layer.
It is important to have it enabled for some payment processors and widgets.

How to use
Just enable it on your Custom features page and you are done!
Ssl enable path.png




Status


Status new icon.png

If you have a company with many providers, and a service desk accepting clients you can add status possibility to events to see the status. This is for example used to mark appointment with one status as "client has arrived", and then another as "Client has left and paid" whatever suits your needs.

Please note, if you use Provider's Color Coding custom feature, Status custom feature has higher priority than Provider's Color Coding. Therefore, colors of the booking statuses will be displayed.


How to use
1. Activate this custom feature in the Custom Features section//Booking related.
Status enable path.png



2. Go to the settings of this custom feature
Status settings path.png



3. Press "+" to add new status.
Insert "Name", "Description" and assign the color to this status. If you leave the switcher "Status by default" on, status will automatically apply to all new bookings.
Create statuses v3.png




Take Me Back Home


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The Take Me Back Home Custom Feature, allows you to bring clients back to your home page or selected URL after a booking has been performed on the booking page. Clients can press a link or they will be brought back to your homepage after a few seconds by a redirect script.

Take me back home new theme.png



How to use
1. Enable Take Me Back Home in the Custom Features section//Look and Feel.
Take me back home enable path.png



2. Go to its settings.
Take me back home settings path.png



3. Insert the link where you want your clients to be redirected, write a text for this link.
Also insert the link where you want your clients to be redirected for mobile version and add text for this link.
4. Enable or leave disabled "Enable auto redirect to your site". If enabled, it will redirect your clients automatically to the page you indicated in the "link to your website" filed in 10 seconds.
5. Write auto redirect text that will be displayed in case the option "Enable auto redirect to your site" is enabled(please note! do not change "%s" part for correct timer work).
Take me back home settings v3.png




Terms and Conditions


Terms and conditions new icon.png

If you want your business to be bulletproof then this Custom Feature is a MUST. Use it to create and manage terms & conditions for your company towards your clients. The text inserted in the Custom Feature will be displayed on the "Details" page above the "Book Now" button or on sign up step if you are using Client login feature as a checkbox with text "I agree with -your company name- Terms & Conditions" and the clients will need to agree to it to be able to book your services

How to use
1. Enable this feature on your Custom Features page.
Terms and conditions enable path.png



2. Go to its settings to add your Terms and Conditions.
Terms and conditions settings path.png



3. Add your text. You can use HTML formatting there to adjust the look.
Terms and conditions settings v3 new.png





Visitor Counter


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Use Visitor Counter Custom Feature to get up-to-date information about visits to your booking website or to the page with your booking widget. This Custom Feature will help you to evaluate the visits and bookings and can help you to decide if you should do promotions to get more visitors and potential clients. You will see all this information in the main Dashboard of the SImplyBook.me system.

How to use
1. Enable this option on your custom Features page.
Visitor counter enable path.png



2. Check the chart on Dashboard page for updates.
Visitor counter chart v3.png





Voice Bookings


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iBOB is an intelligent Booking Oriented Bot that answers your phone, accepts bookings from your clients 24/7 and redirects calls to you if clients asks for it, or if iBOB has problems understanding your client. You need iBOB credits to use iBOB as your personal assistant. iBOB is very fair, and does not charge much for his services. His services cost from only $2/month for a local phone number and 0,12 cents per incoming call minute.


Please note! Not all the countries have available phone numbers. Please contact support to check before voice credits purchase.

How to use
1. Enable “iBOB - Your intelligent voice assistant” custom feature on your Custom features page.
Ibob enable path.png



2. Go to Plans&Prices//Additional items to buy voice credits.
Ibob buy voice credits.png



3. Go to Manage//Voice bookings or just click on Settings near this custom feature.
Ibob settings path.png



3. To add new phone number please click on “+” icon, select your country and phone type.
Ibob buy phone number.png



4. Buy phone number from the list you see(there are also the prices per month and per minute). It will be the number for your clients to dial to make bookings.
Ibob buy phone number - step4.png



5. When the number is purchased you can set the voice, choose transcription language, add your greeting message that the clients will hear at the beginning of the call. As well you can add there a number to contact you if necessary.


Please note! If the bot does not get the information said by client, the client will be redirected to this “Company redirect phone number” if it is added.
Ibob setup number.png



7. All is set. You can give your clients the number set according to the steps above and iBob will help them to book your services.



Additional option – you can set predefined location/category/service/provider per phone number and the clients will book that option exactly.

Ibob predefined options.png



Statistics
To check the calls made to your voice bot please use Reports//Voice bookings section.

Ibob reports overview.png



Zapier Connector

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Connect SimplyBook.me with hundreds of other solutions using this feature. It contains a variety of triggers that can be used to send information to other solutions by simply using one of the available zaps or by creating a new zap. Zapier allows to integrate 2 or more web-applications via their APIs through “triggers” and “actions”. SimplyBook.me is available in Zapier as Trigger app, it means only information from SimplyBook.me is sent to Zapier (1-way integration) and via Zapier to any app that has actions.



Please note!

  • Available data depends on custom features enabled;
  • It doesn't work if 2-step authentication is enabled (HIPAA or Google Authenticator);
  • New client trigger doesn't work with Import clients feature, but works correctly if 1 client is added manually in admin interface;
  • Information about membership/promotion/package/product used is not included as it relates to invoice and not to booking;
  • Comment change doesn't launch any trigger;
  • To be able to use Booking change/Booking cancellation triggers in order to change existing records in Action app you need to use Premium Zapier account, as Search step is needed to find the record in action app;
  • If more items are added to admin interface after ZAP was created, you need to press "Get more samples" button at "Trigger step" -> "Test this step" in Zapier to fetch new available fields and data (zap template should be changed);
  • Invoice data is not sent;
  • SOAP data is not sent;
  • Tax information is not sent, service price is shown without taxes added;
  • It doesn't work if both Accept payments and Approve bookings are enabled, and batch bookings are partially approved.



4 triggers are now available with invitation version:
New booking - launches when new booking is created in SimplyBook.me account;
Booking change - launches when booking is changed (change of date/time/service/provider/status/intake forms answers);
Booking cancellation - launches upon booking cancellation;
New client - launches when new client is added, either upon a new booking, or when admin manually adds client in SimplyBook.me admin interface.



Available data:

For booking-related triggers(New booking, Booking change, Booking cancellation):
Basic functionality (no custom features enabled):

  • Company (login, name, email, phone),
  • Service (name, description, duration, buffer time),
  • Provider (name, description, email, phone),
  • Client information (name, email, phone, address, timezone),
  • Booking code (if booking is confirmed, start/end date/time).



Custom features related data:



For New client trigger:

  • Client ID;
  • Client name;
  • Client email;
  • Client phone;
  • Client address;
  • If client is blocked to login (if Client login custom feature is enabled);
  • Client registration date.



How to use
1. Enable Zapier connector custom feature on your Custom features page on SimplyBook.me side.
Zapir connector enable path.png



2. Create new Zap by clicking on Make a Zap button in Zapier interface.
Make a zap button.png



3. Look for Simplybook in Trigger step.
Zapier select trigger app.png



4. Select the desirable trigger.
Select trigger.png



5. Connect SimplyBook.me account.
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6. Click Continue to test this step.
Test trigger step.png



7. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to.
Add action step.png



8. Connect this application account and setup the template using the available data mentioned above.



9. You can test this step operation as well if necessary or skip it.



10. Finish the setup, add Zap name and turn it on.
Zap name and on.png