9,509
edits
Changes
From SimplyBook.me
no edit summary
Yes, please read [http://blog.simplybook.me/adding-payment-processors-to-simplybook-me| this article] and if you have a developer who can help you write the necessary code, we will gladly add it to our system.
Yes, please read [http://blog.simplybook.me/adding-payment-processors-to-simplybook-me| this article] and if you have a developer who can help you write the necessary code, we will gladly add it to our system.
------
-----------
-------
=Any Employee Selector=
=Any Employee Selector=
[[File:Insights dashboard.png |center]]
[[File:Insights dashboard.png |center]]
-------
------
=Intake Forms=
<br>
[[File:Additional field new icon.png |left]]
<br>
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.
<br>
;How to use
:1. Enable Intake Forms Custom Feature in the Custom Feature section//Adding more to the booking page.
[[File:Intake forms enable.png| center]]
<br><br>
:2. Press "Add new field" button in the settings of Custom Feature.
[[File:Add new field.png| center]]
:3. In the field "Title" write the question you want your clients to answer. For example: Age, preferences, Do you have any health problems?, etc.
[[File:Add fields.PNG |center]]
<br><br>
:4. Choose the field type:
:'''digits''' - allows entering only numbers. Useful when you need to know the age, height or any other information that will require only digits.
:'''text''' - usually used for short answers
:'''text area''' - 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".
:'''select''' - creates a drop down list with the ability to choose only 1 option. In order to create this field, you will need to enter comma separated list of values in the field "values". Example: Green, Red, Black, Blue. Also enter the Default value that will be assigned if nothing is chosen from the list.
:5. Make it rather obligatory or not with the help of checkbox "make not obligatory".
:6. If you wish to relate form with certain services, click on the third green icon near the field (it is after you already created the field) and check the boxes near corresponding services.
[[File:Relate additional field.png| center]]
:7. 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.
[[File:Add field variable.png | center]]
[[File:Variable in template.png| center]]
-------
-------
