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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>
 
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>
 +
 +
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Video overview [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=Oh_HdraT-eA]]
 +
 +
 
You may also need:
 
You may also need:
 
*[[Popular_custom_features_by_business_category | TOP 10 Custom Features per Business Category]]
 
*[[Popular_custom_features_by_business_category | TOP 10 Custom Features per Business Category]]
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=Accept Deposits=
 +
[[File:Accept deposits icon.png |left]]<br> Use deposits to increase the likelihood of clients coming for the service and make sure that in case they do not show up that you can keep the deposit. Remark that some clients may contact their bank directly to get refund of deposits in which case there is little that can be done but such cases should be rare.
 +
 +
<br><br>
 +
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note''':</span>
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*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">When you enable Accept deposits feature <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept_payments_custom_feature|Accept Payments]]</span> will be enabled as well.</span>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">This feature is not compatibel with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Rewards_and_Referrals_custom_feature|Rewards and Referrals]].</span></span>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If the client wants to apply <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Coupons_and_Gift_Cards_custom_feature|a promocode]]</span> or a previously purchased <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Packages_custom_feature|package]]</span> during purchase he/she needs to pay full price only as these items cannot be applied with deposits.</span>
 +
<br><br>
 +
;How to use
 +
 +
:1. To enable this feature please navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Business enhancements</span> section, click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accept deposits</span> and either move the switcher to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">On</span> position or hit <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable</span> button on the right side of the page.
 +
[[File:Accept deposits enable path.png |border| center]]
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<br><br>
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:2. You can set the system to allow the clients to pay deposits only via booking site by disabling <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow clients to pay full price</span> option on the right side of the page.<br>
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:In this case if deposit amount is indicated per service/class the client will pay that amount to confirm their booking.<br>
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:If only full amount is set per service/class then the clients will pay full price.
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:In case <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow clients to pay full price</span> is enabled(default state) and deposit amount is indicated per service/class the clients will have a choice to pay either full price or deposit at checkout.
 +
[[File:Accept deposits setting.png|border| center]]
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<br><br>
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:3. To set deposits per your services please either go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services(Classes)</span> or use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> button near this custom feature title.
 +
[[File:Accept deposits go to service management.png |border|center]]
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<br><br>
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:4. Click on the service/class name for the desired item to open <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service/Class details</span> tab and move <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable deposit</span> switcher to the active position.
 +
[[File:Enable deposit per service.png |boredr|center]]
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<br><br>
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:5. Indicate the amount you would like to receive as a deposit for this item in the corresponding box(it should be less than actual price, but more than 0) and save settings.
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[[File:Set deposit per service.png |boredr|center]]
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<br><br>
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:6. After you save all the settings the services will have two prices displayed on the booking site: full amount and deposit.
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[[File:Deposit booking page view.png |border|center]]
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<br><br>
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:7. When the clients pay the deposit amount online to confirm their booking two orders/invoices will be created in the system: one for the deposit and the second for the rest amount<br>
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:(it will be shown as pending till the client pays at the place of appointment and you manually approve it).<br>
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:You can manage them in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment transactions.</span>
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[[File:Deposit booking invoices.png|border| center]]
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<br><br>
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:Or via <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Point_of_Sale_custom_feature|Point of Sale]]</span> interface:
 +
[[File:Deposit booking pos.png|border|center]]
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<br><br>
 +
------
 
=[[Accept payments custom feature |Accept Payments]]=
 
=[[Accept payments custom feature |Accept Payments]]=
 
<br>
 
<br>
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[[File:Add tax to service.png | center]]
 
[[File:Add tax to service.png | center]]
 
<br><br>
 
<br><br>
;How to set the confirmation fee, not the whole price for the service
  −
:1. Enable [[Custom_Features#Accept_Payments | 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?
 
;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.
 
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.
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<br>
 
<br>
 
Calendar Sync Custom Feature is used for 2-way synchronization with Google and Outlook calendars. You can export bookings from [https://simplybook.me/ SimplyBook] to Google or Outlook calendars and also block times occupied by Google/Outlook Calendar event in your [https://simplybook.me/ SimplyBook] dashboard.
 
Calendar Sync Custom Feature is used for 2-way synchronization with Google and Outlook calendars. You can export bookings from [https://simplybook.me/ SimplyBook] to Google or Outlook calendars and also block times occupied by Google/Outlook Calendar event in your [https://simplybook.me/ SimplyBook] dashboard.
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<br><br>
 +
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Currently it may be not possible to connect Google calendar via this feature. We have contacted Google already on this matter quite long time ago and are waiting for resolution. Sorry for temporary inconveniences. Please use Outlook calendar sync instead</span>
 
<br><br>
 
<br><br>
 
'''''Please note''''' that this feature works with web calendars only - it will not work with Microsoft Exchange calendars.
 
'''''Please note''''' that this feature works with web calendars only - it will not work with Microsoft Exchange calendars.
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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. <br><br>
 
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. <br><br>
 
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<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 +
<br><br>
    
;How to use
 
;How to use
 
:1. Enable Cancellation policy fature on your Custom Features page.
 
:1. Enable Cancellation policy fature on your Custom Features page.
[[File:Cancellation policy enable path.png | center]]
+
[[File:Cancellation policy enable path free.png | center]]
 
<br><br>
 
<br><br>
 
:2. Click on "Settings" near this option.
 
:2. Click on "Settings" near this option.
[[File: Cancellation policy settings path.png | center]]
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[[File:Cancellation policy settings path free.png | center]]
 
<br><br>
 
<br><br>
 
: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>
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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.
 
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 custom feature is not compatible with: [[Custom_Features#Coupons_.26_Gift_Cards | Coupons & Gift Cards]] and [[Custom_Features#Membership | Membership]]
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<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 +
<br><br>
 +
'''Please note!''' This custom feature is not compatible with: [[Custom_Features#Coupons_.26_Gift_Cards | Coupons & Gift Cards]], [[Custom_Features#Packages|Packages]] and [[Custom_Features#Membership | Membership]]
 
<br><br><br>
 
<br><br><br>
 
;How to use
 
;How to use
 
:1. Enable this feature in your Custom features section.
 
:1. Enable this feature in your Custom features section.
[[File:Clean history enable path.png | center]]
+
[[File:Clean history enable path free.png | center]]
 
<br><br>
 
<br><br>
 
:2. Choose "Settings" near this option to set your preferences.
 
:2. Choose "Settings" near this option to set your preferences.
[[File:Clean history settings path.png | center]]
+
[[File:Clean history settings path free.png | center]]
 
<br><br>
 
<br><br>
 
:3. Set the time when the bookings should be deleted.
 
:3. Set the time when the bookings should be deleted.
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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.  
 
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.  
 +
<br><br>
 +
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 
<br><br>
 
<br><br>
 
;How to use
 
;How to use
 
:1. Enable this option on your Custom Features page.
 
:1. Enable this option on your Custom Features page.
[[File:Custom css enable path.png | center]]
+
[[File:Custom css enable path free.png | center]]
 
<br><br>
 
<br><br>
 
:2. Click on "Settings" near this feature.
 
:2. Click on "Settings" near this feature.
[[File:Custom css settings path.png | center]]
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[[File:Custom css settings path free.png | center]]
 
<br><br>
 
<br><br>
 
:3. Add the code(s) to adjust the styles to "Booking pages CSS" tab if you wish to edit the booking page<br>
 
:3. Add the code(s) to adjust the styles to "Booking pages CSS" tab if you wish to edit the booking page<br>
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<br><br>
 
<br><br>
 
-------
 
-------
=Facebook Bot=
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=Facebook and Instagram Bookings=
<br>
+
[[File:Facebook business icon.png|left]]  
[[File:Facebook bot logo.png |left]]
  −
 
  −
 
  −
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 works in English only and provides only basic functionality, so for example payments, client login, memberships, approve bookings, etc are not working there.<br>
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Connect your SimplyBook.me booking system to your Facebook Business page and Instagram profile.  That way you can book even more clients by having a “Book” button both on your Facebook Business page and your Instagram profile - all seamlessly integrated with your SimplyBook booking system.
Contact support for more details. <br><br>
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<br><br>
;How to use
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<br><br>
 
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<span style="background-color:#ffe9e9; padding:5px; border-radius:5px; font-weight: bold;">Please note!</span><br>
:1. Enable "Facebook Bot" Custom feature on your Custom Features page
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*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It is possible to connect booking option to Facebook Business and Instagram Business pages. This functionality cannot be added to a personal page.</span><br>
[[File:Facebook bot enable v3.png | center]]
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*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">The booking option is not shown on desktop Instagram version and can be used via mobile apps only.</span><br>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Bookingtroll theme is used for the booking widget by default. If you need to adjust the styling please use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Custom_CSS|Custom CSS]]</span> feature.</span><br>
 
<br><br>
 
<br><br>
:2. Choose "Settings" near it to see basic instructions.
  −
[[File: Facebook bot settings path.png | center]]
   
<br><br>
 
<br><br>
:3. Log into the [https://developers.facebook.com/ Facebook Developer Console].
+
;How to add and use booking option to Facebook/Instagram business page
[[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"
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:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook & Instagram Bookings</span> custom feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page.
[[File:Fb create new app.png | center]]
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[[File:Facebook and insta bookings enable path.png | border| center]]
 
<br><br>
 
<br><br>
:5. Enter a name and contact email address and click on "Create App ID".
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:2. Login to your Facebook/Instagram business account(s) in another browser tab.
[[File:Create new app id new.png | center]]
   
<br><br>
 
<br><br>
:6. On the next page you will see scenarios. Please skip this step.
+
:3. Go back to SimplyBook.me interface and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> near <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook & Instagram Bookings.</span>
[[File:Fb bot skip step.png | center]]
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[[File:Facebook and insta bookings settings path.png|border|center]]
 
<br><br>
 
<br><br>
:7. Add all basic information about your company and bot, required links, an icon as well as GDPR related information if necessary.
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:4. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Connect with Facebook</span> button on the page you see.
[[File:Fb bot add basic details.png | center]]
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[[File:Facebook and insta bookings settings overview.png |border|center]]
 
<br><br>
 
<br><br>
:8. Then please click on "+" near "Products" on the left-side.
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:5. You will be redirected to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook</span> interface to manage the permissions and connection to SimplyBook.me.<br>
[[File:Fb bot products path.png | center]]
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:Please follow the steps 1-5 displayed below.<br>
 +
:(If you have Instagram business profile connected to your Facebook business page you will be able to connect it there as well <br>
 +
:and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book</span> button will automatically appear there)
 +
[[File:Facebook permisions setup.png|border|center]]
 
<br><br>
 
<br><br>
:9. Scroll the page you see a little bit and click the "Set Up" button for the Messenger option.
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:6. Now you will have your services shown on your Facebook page with <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book</span> buttons next to them that will redirect your clients to your booking site.<br>
[[File:Fb bot messenger path.png | center]]
+
[[File:Fb client side services.png|border|center]]
 
<br><br>
 
<br><br>
:10. Under the Token Generation section, choose one of your Facebook pages, copy the token you get.
+
:7. You can also add booking option to your Facebook page posts so that the customers will be able to quickly book your services.
[[File:Fb bot token copy.png | center]]
+
[[File:Fb adding bookings to post.png|border|center]]
 
<br><br>
 
<br><br>
:11. This will generate a Page Access Token. Enter it in Simplybook.me Facebook bot settings.
  −
[[File:Fb bot token paste.png | center]]
   
<br><br>
 
<br><br>
:12. Click the Setup Webhooks button under the Webhooks section and enter Callback URL and Verify token.
  −
[[File:Fb bot setup webhooks.png | center]]
   
<br><br>
 
<br><br>
:13. Check the messages and messaging_postbacks options under Subscription Fields.
  −
[[File:Fb bot setup webhooks step 2.png | center]]
   
<br><br>
 
<br><br>
:14. Click "Verify and Save" button.
+
;How to remove Book button from Facebook/Instagram pages
: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>
 
<br><br>
[[File:Fb bot submission step 1.png | center]]
+
:1. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook & Instagram Bookings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> on SimplyBook.me side.
 +
[[File:Facebook and insta bookings settings path.png|boredr|center]]
 
<br><br>
 
<br><br>
:16. You can use the same details as on this image.
+
:2. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Logout</span> at the top of the page.
[[File:Fb bot submission step 2.png | center]]
+
[[File:Facebook logout.png|border|center]]
 
<br><br>
 
<br><br>
:17. Submit your app for review.
+
:3. You will be redirected to Facebook interface, where you just need to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">check the box with SimplyBook.me</span> and select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Remove</span> option.
[[File:Fb bot submission step 3.png | center]]
+
[[File:Facebook remove simplybook.png|border|center]]
 
<br><br>
 
<br><br>
:18. You can also make your app live for approved users to test.
+
;How to add and use booking option on Instagram only
:It will become available to all your page visitors after Facebook approval.
  −
[[File:Fb bot make app public.png | center]]
   
<br><br>
 
<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.
+
:1. Open your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Instagram</span> mobile application and login to your business page.
:Here you can see how approved request will look like<br>
  −
[[File:Bot approved.png | center]]
   
<br><br>
 
<br><br>
-------
+
:2. Navigate to your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">profile</span> and select to edit it.
 
+
<br><br>
=Facebook Client Info=
+
:3. Follow the steps 1-8 below to add <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book</span> button that will lead the customers to your booking site:
<br>
+
[[File:Insta setup.png|border|center]]
[[File:Facebook client info new icon.png |left]]
+
<br><br>
 
+
<br><br>
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 remove Book option from Instagram business page
 
<br><br>
 
<br><br>
;How to use
+
:1. Open your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Instagram</span> mobile application and navigate to editing your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">profile.</span><br>
:1. Enable this option on your Custom features page.
+
:Follow the steps 1-5 below to remove <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book</span> button:
[[File:Facebook client info enable path.png | center]]
+
[[File:Insta button removal.png|border|center]]
 
<br><br>
 
<br><br>
:2. And the clients will be able to log in with their Facebook profiles on the booking site.
  −
[[File:Facebook client info client view.png | center]]
  −
[[File:Facebook client info client view logged.png | center]]
   
<br><br>
 
<br><br>
 
-------
 
-------
 
+
=Facebook Bot=
=Flexible Notifications=
   
<br>
 
<br>
[[File:Flexible notifications new icon.png| left]]
+
[[File:Facebook bot logo.png |left]]
   −
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!
  −
<br><br>
     −
;How to use
+
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.  
:1. Go to Custom Features//Booking related section and find Flexible Notifications Custom Feature//press "enable".
  −
[[File:Flexible notifications enable path.png | center]]
   
<br><br>
 
<br><br>
:2. Click on "Settings" near this feature.
  −
[[File:Flexible notifications settings path.png | center]]
   
<br><br>
 
<br><br>
:3. On the page you see press "new flexible template settings".
+
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Facebook bot works in English only and provides only basic functionality, so for example <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept_payments_custom_feature|payments]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Login_custom_feature|client login]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Membership_custom_feature|memberships]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Approve_Bookings_custom_feature|approve bookings]]</span>, etc. are not working there.<br>
[[File:Flexible notifications create new template.png| center]]
+
Contact support for more details.</span>
 
<br><br>
 
<br><br>
: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.
+
:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook Bot</span> custom feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page.
[[File:Flexible template creation.png | center]]
+
[[File:Facebook bot enable v3.png | center]]
 
<br><br>
 
<br><br>
-------
+
:2. Choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> near it to see basic instructions.
 
+
[[File: Facebook bot settings path.png | center]]
=Google Adwords and Analytics=
  −
<br>
  −
[[File:Google analytics new icon.png‎ ‎|left]]
  −
 
  −
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>
  −
 
  −
 
  −
 
  −
;How to use
  −
:1. Enable "Google Adwords and Analytics" feature on your Custom Features page.
  −
[[File:Google analytics enable path.png | center]]
   
<br><br>
 
<br><br>
:2. Choose "Settings"
+
:3. Log into the <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://developers.facebook.com/ Facebook Developer Console]. </span>
[[File:Google analytics settings path.png | center]]
+
[[File:Facebook developers login new.png | center]]
 
<br><br>
 
<br><br>
:3. Fill in the boxes with the corresponding information.
+
:4. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">My Apps</span> in the upper right-hand corner and choose to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add a New App"</span>
[[File:Google analytics settings v3.png | center]]
+
[[File:Fb create new app.png | center]]
 
<br><br>
 
<br><br>
 
+
:5. Enter a name and contact email address and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Create App ID.</span>
 
+
[[File:Create new app id new.png | center]]
;Where to find the details
  −
:1. The '''Google analytics id''' can be found in your Google analytics accounts. <br>
  −
:Go to Analytics home, and click on "All Web Site data" in the top left corner.
  −
[[File:Analytics home.png | center]]
   
<br><br>
 
<br><br>
:2. In the pop-up you will see your Analytics ID
+
:6. On the next page you will see scenarios. Please skip this step.
[[File:Analytics id.png | center]]
+
[[File:Fb bot skip step.png | center]]
 +
<br><br>
 +
:7. Add all basic information about your company and bot, required links, an icon as well as GDPR related information if necessary.
 +
[[File:Fb bot add basic details.png | center]]
 
<br><br>
 
<br><br>
:It should be in the format: UA-XXXXXXXX-X  Where XXXXXXX-X is some number.<br>
+
:8. Then please click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> near <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Products</span> on the left-side.
:''An example of this id would be: UA-70295750-1''<br>
+
[[File:Fb bot products path.png | center]]
: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.
  −
:1. Sign in to your Ads account at https://ads.google.com
  −
:2. Click Tools and select Conversions
  −
[[File:Conversions path.png| center]]
   
<br><br>
 
<br><br>
:3. Click + to create conversions and select Website conversions.
+
:9. Scroll the page you see a little bit and click the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Set Up</span> button for the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Messenger</span> option.
[[File:New conversion step 1.png | center]]
+
[[File:Fb bot messenger path.png | center]]
 
<br><br>
 
<br><br>
:4. Set up the options.
+
:10. Under the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Token Generation</span> section, choose one of your Facebook pages, copy the token you get.
[[File:New conversion step 2.png | center]]
+
[[File:Fb bot token copy.png | center]]
 
<br><br>
 
<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.
+
:If you see the following error while selecting the page you may need to edit the permissions.
 +
[[File:Fb bot error permissions.png | border|center]]
 
<br><br>
 
<br><br>
:5. Select to insert the Tag yourself.
+
[[File:Permission steps facebook.png |border|center]]
[[File:New conversion step 3.png | center]]
   
<br><br>
 
<br><br>
:6. Then you will see a code like this:
+
:11. Then <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Page Access Token</span> will be generated. Enter it in Simplybook.me <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook bot settings.</span>
[[File:New conversion step 4.png | center]]
+
[[File:Fb bot token paste.png | center]]
 
<br><br>
 
<br><br>
 
+
:12. Click the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Setup Webhooks</span> button under the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Webhooks</span> section and enter <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Callback URL</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Verify token</span> copied from SimplyBook.me <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook Bot feature settings.</span>
<code>
+
[[File:Fb bot setup webhooks.png | center]]  
<!- Event snippet for Testing conversion page -><br>
  −
<script><br>
  −
gtag('event', 'conversion', {'send_to': 'AW-XXXXXXXXX/YYYYYYYY-YYYYYYYYYYY'});<br>
  −
</script>
  −
</code>
  −
<br>
  −
where XXXXXXXXX is your conversion id(google_conversion_id value) and <br>
  −
YYYYYYYY-YYYYYYYYYYY is conversion label(google_conversion_label value)
  −
<br>
  −
:7. Use these details to add to the corresponding fields of this custom feature settings.
  −
<br>
  −
[[File:Add conversion details to sbm.png | center]]
   
<br><br>
 
<br><br>
 
+
:13. Check the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">messages</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">messaging_postbacks</span> options under <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Subscription Fields.</span>
-------
+
[[File:Fb bot setup webhooks step 2.png | center]]
=Google Authenticator=
  −
<br>
  −
 
  −
[[File:Google authenticator.png |left]] <br> 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.<br>
  −
You can use this custom feature with or without HIPAA feature depending on your needs and business requirements.
   
<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.
+
:14. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Verify and Save</span> button.
:As well it will not be possible to connect the account to [[Custom_Features#Zapier_Connector | Zapier]].
+
:15. Scroll to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">App Review for Messenger</span> block, select the first option <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">pages_messaging</span> and add the details requested there.
<br>
+
[[File:Pages messaging add.png | center]]
 
  −
'''How to use it as admin user'''
  −
<br>
  −
: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”
  −
[[File:Google authenticator enable path.png | center]]
   
<br><br>
 
<br><br>
: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.
+
[[File:Fb bot submission step 1.png | center]]
[[File:Google authenticator settings path.png | center]]
   
<br><br>
 
<br><br>
:3. On Manage//Users page click on “+” and create all desired system users to be able to connect each to 2-step authentication.
+
:16. Complete the steps you see in the pop-up.(the steps may be changed by Facebook with time)
[[File:Create users.png | center]]
+
[[File:Fb but submit for review.png | center]]
 
<br><br>
 
<br><br>
: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.
+
:17. Submit your app for review.
[[File: Ga application links.png | center]]
+
[[File:Fb bot submission step 3.png | center]]
 
<br><br>
 
<br><br>
: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.
+
:18. You can also make your app live for approved users to test.
[[File:Connect ga to user v3.png | center]]
+
:It will become available to all your page visitors after Facebook approval.
 +
[[File:Fb bot make app public.png | center]]
 
<br><br>
 
<br><br>
:6. All done! This user can now log in in more secure way!
+
:19. It may take some time for Facebook to approve your application and your clients will be able to book using the chat bot.
<br><br>
+
:Here you can see how approved request will look like<br>
:Login process will look like as follows:
+
[[File:Bot approved.png | center]]
:- open Simplybook.me site or direct link as companyname.simplybook.me<br>
  −
:- fill in all necessary details and password<br>
  −
:- enter 6-digits code from Google Authenticator feature
  −
[[File:2-step authentication pop-up.png | center]]
   
<br><br>
 
<br><br>
 +
-------
    +
=Facebook Client Info=
 +
<br>
 +
[[File:Facebook client info new icon.png ‎|left]]
   −
''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.''
+
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.
[[File:Allow to log in without 2step auth.png | center]]
   
<br><br>
 
<br><br>
 +
;How to use
 +
:1. Enable this option on your Custom features page.
 +
[[File:Facebook client info enable path.png | center]]
 +
<br><br>
 +
:2. And the clients will be able to log in with their Facebook profiles on the booking site.
 +
[[File:Facebook client info client view.png | center]]
 +
[[File:Facebook client info client view logged.png | center]]
 +
<br><br>
 +
-------
   −
 
+
=Flexible Notifications=
'''How to connect Google Authenticator if you are a user'''
   
<br>
 
<br>
:1. Google Authenticator custom feature should be previously enabled by admin as described above.
+
[[File:Flexible notifications new icon.png| left]]
   −
:2. Open “Welcome” page using left-side menu and scan the code to download the application if you have not done this before.
+
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!
[[File:Connect ga as user v3 get the app.png | center]]
   
<br><br>
 
<br><br>
:3. Click on “Connect/Change” link, scan the code, enter the code you get and save settings.
+
 
[[File:Connect ga as user v3.png | center]]
+
;How to use
 +
:1. Go to Custom Features//Booking related section and find Flexible Notifications Custom Feature//press "enable".
 +
[[File:Flexible notifications enable path.png | center]]
 
<br><br>
 
<br><br>
:4. From now you will login in more secure way!
+
:2. Click on "Settings" near this feature.
 +
[[File:Flexible notifications settings path.png | center]]
 
<br><br>
 
<br><br>
:Login process will look like as follows:
+
:3. On the page you see press "new flexible template settings".
:- open Simplybook.me site or direct link as https://companyname.simplybook.me<br>
+
[[File:Flexible notifications create new template.png| center]]
:- fill in all necessary details and password<br>
+
<br><br>
:- enter 6-digits code from Google Authenticator feature
+
: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.
 +
[[File:Flexible template creation.png | center]]
 
<br><br>
 
<br><br>
---------
+
-------
=Google Tag Manager=
+
 
 +
=Google Adwords and Analytics=
 +
<br>
 +
[[File:Google analytics new icon.png‎ ‎|left]]
 +
 
 +
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>
 +
 
 +
 
   −
[[File:Google tag manager icon.png | left]] <br>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.
  −
<br><br>
   
;How to use
 
;How to use
:1. Enable Google Tag Manager custom feature in your Custom features section.
+
:1. Enable "Google Adwords and Analytics" feature on your Custom Features page.
[[File:Google tag manager enable path.png | center]]
+
[[File:Google analytics enable path.png | center]]
 
<br><br>
 
<br><br>
:2. Sign up for a [https://tagmanager.google.com/#/home Google tag manager site]
+
:2. Choose "Settings"
<br>
+
[[File:Google analytics settings path.png | center]]
:3.  Create a new container and set it up.
  −
<br>
  −
:4.  Click on “Settings” near Google Tag manager on simplybook.me custom features page.
  −
[[File:Google tag manager settings path.png | center]]
   
<br><br>
 
<br><br>
:5. Insert the container ID on the page you see.
+
:3. Fill in the boxes with the corresponding information.
[[File:Google tag manager settings v3.png | center]]
+
[[File:Google analytics settings v3.png | center]]
 
<br><br>
 
<br><br>
---------
+
 
=Google Translate=
+
 
[[File:Google translate.png | left]] <br>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.
+
;Where to find the details
 +
:1. The '''Google analytics id''' can be found in your Google analytics accounts. <br>
 +
:Go to Analytics home, and click on "All Web Site data" in the top left corner.
 +
[[File:Analytics home.png | center]]
 
<br><br>
 
<br><br>
;How to use
+
:2. In the pop-up you will see your Analytics ID
:1. To enable this option navigate to Custom Features//Adding more to the Booking Website.
+
[[File:Analytics id.png | center]]
[[File: Google translate enable path.png |center]]
   
<br><br>
 
<br><br>
:2. To access available options for this functionality click on "Settings" button.
+
:It should be in the format: UA-XXXXXXXX-X  Where XXXXXXX-X is some number.<br>
[[File:Google translate settings path.png| center]]
+
:''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>
 +
 
 +
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
 +
[[File:Conversions path.png| center]]
 
<br><br>
 
<br><br>
:3. Check the boxes with languages you wish your clients to be able to choose on the booking website.
+
:3. Click + to create conversions and select Website conversions.
[[File:Google translate options settings.png | center]]
+
[[File:New conversion step 1.png | center]]
 
<br><br>
 
<br><br>
:4. Select the view mode to your taste.
+
:4. Set up the options.
[[File:Select view mode for google translate.png | center]]
+
[[File:New conversion step 2.png | center]]
 
<br><br>
 
<br><br>
: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 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.
[[File:Google translate booking page view1.png | center]]
   
<br><br>
 
<br><br>
One more translation possibility using third-party service [http://appointmentschedulingnews.com/perfect-translation-in-any-language-for-your-website here]
+
:5. Select to insert the Tag yourself.
 +
[[File:New conversion step 3.png | center]]
 
<br><br>
 
<br><br>
--------
+
:6. Then you will see a code like this:
 
+
[[File:New conversion step 4.png | center]]
 
  −
 
  −
 
  −
=Group Bookings=
  −
<br>
  −
[[File:Group booking new icon.png ‎|left]]
  −
 
  −
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 [[Custom_Features#Accept_Payments | 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 [[Custom_Features#Products_for_Sale | Products for Sale]] or [[Custom_Features#Service_Add-ons | Service Add-Ons]] features, number of items will also be multiplied to the number of participants selected.
   
<br><br>
 
<br><br>
   −
;How to use
+
<code>
: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.
+
<!- Event snippet for Testing conversion page -><br>
[[File:Number of clients per provider.png | center]]
+
<script><br>
<br><br>
+
gtag('event', 'conversion', {'send_to': 'AW-XXXXXXXXX/YYYYYYYY-YYYYYYYYYYY'});<br>
:2. Activate Group Bookings custom feature on your Custom features page
+
</script>
[[File:Group bookings enable path.png | center]]
+
</code>
<br><br>
+
<br>
:3. Go to its settings("Notifications" button)  
+
where XXXXXXXXX is your conversion id(google_conversion_id value) and <br>
[[File:Group bookings settings path.png | center]]
+
YYYYYYYY-YYYYYYYYYYY is conversion label(google_conversion_label value)
<br><br>
+
<br>
: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.
+
:7. Use these details to add to the corresponding fields of this custom feature settings.
[[File:Group bookings settings v3.png | center]]
  −
<br><br>
  −
'''How will it look like on the booking page:'''
   
<br>
 
<br>
: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:Add conversion details to sbm.png | center]]
[[File:Group bookings client view.png | center]]
   
<br><br>
 
<br><br>
    
-------
 
-------
 +
=Google Authenticator=
 +
<br>
   −
=HIPAA=
+
[[File:Google authenticator.png |left]] <br> 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.<br>
<br>
+
You can use this custom feature with or without HIPAA feature depending on your needs and business requirements.
[[File:Hipaa new icon.png ‎|left]]
+
<br><br>
 +
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 +
<br><br>
 +
:'''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 [[Custom_Features#Zapier_Connector | Zapier]].
 +
<br>
 +
 
 +
'''How to use it as admin user'''
 
<br>
 
<br>
Available with Standard and Premium(former Gold and Platinum) subscriptions.
+
: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”
 +
[[File:Google auth enable path free.png | center]]
 
<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(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>
+
: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.
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>
+
[[File:Google auth settings path free.png | center]]
'''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
+
:3. On Manage//Users page click on “+” and create all desired system users to be able to connect each to 2-step authentication.
:1. Enable HIPAA features on your Custom Features page.
+
[[File:Create users.png | center]]
:''When you enable this feature [[Custom_Features#SSL| SSL custom feature]] and [[Custom_Features#Google_Authenticator | Google Authenticator]] will be enabled as well to add security to client side.''
  −
[[File:Hipaa enable path.png | center]]
   
<br><br>
 
<br><br>
:2. Go to its settings to set timeout period and email address to be notified about new log ins.
+
: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.
[[File:Hipaa settings path.png | center]]
+
[[File: Ga application links.png | center]]
 
<br><br>
 
<br><br>
[[File:Hipaa settings v3.png | center]]
+
: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.
 +
[[File:Connect ga to user v3.png | center]]
 
<br><br>
 
<br><br>
:3. Validate main admin phone number.
+
:6. All done! This user can now log in in more secure way!
 +
<br><br>
 +
:Login process will look like as follows:
 +
:- open Simplybook.me site or direct link as companyname.simplybook.me<br>
 +
:- fill in all necessary details and password<br>
 +
:- enter 6-digits code from Google Authenticator feature
 +
[[File:2-step authentication pop-up.png | center]]
 
<br><br>
 
<br><br>
;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".
+
''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.''
[[File:Hipaa validate phone v3.png | center]]
+
[[File:Allow to log in without 2step auth.png | center]]
 
<br><br>
 
<br><br>
:3. You will receive sms with the code, enter the code into the "Validation code" field and press "Confirm the check-code".
  −
[[File:Hipaa confirm code.png|center]]
  −
<br><br>
  −
:4. Get a success message that the code is confirmed.
  −
[[File:Hipaa validated number.png | center]]
  −
<br><br>
  −
-------
     −
=HTML Description Field for Events=
+
 
 +
'''How to connect Google Authenticator if you are a user'''
 
<br>
 
<br>
[[File:Html description new icon.png  ‎|left]]
+
:1. Google Authenticator custom feature should be previously enabled by admin as described above.
   −
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.
+
:2. Open “Welcome” page using left-side menu and scan the code to download the application if you have not done this before.
<br><br><br>
+
[[File:Connect ga as user v3 get the app.png | center]]
;How to use
  −
:1. Enable this functionalitty on your Custom Features page.
  −
[[File:Html description filed enable path.png | center]]
   
<br><br>
 
<br><br>
: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. <br>
+
:3. Click on “Connect/Change” link, scan the code, enter the code you get and save settings.
:Select the item and the first tab with name and details. <br>
+
[[File:Connect ga as user v3.png | center]]
:Edit description and save settings
+
<br><br>
[[File:Html description field settings.png | center]]
+
:4. From now you will login in more secure way!
 +
<br><br>
 +
:Login process will look like as follows:
 +
:- open Simplybook.me site or direct link as https://companyname.simplybook.me<br>
 +
:- fill in all necessary details and password<br>
 +
:- enter 6-digits code from Google Authenticator feature
 
<br><br>
 
<br><br>
 +
---------
 +
=[[Google_Business_custom_feature|Google Business]]=
 +
[[File:Google business icon.png | left]] <br><br> Easily increase your business visibility on the Internet via the Google My Business feature. It does not cost anything but increases visibility in search as well as makes your business visible on Google maps.
   −
--------
     −
=Import Clients=
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
[[File:Import clients icon.png | left]] <br>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.
   
<br><br>
 
<br><br>
:'''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>
+
;How to use:
:'''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.
+
:1. Enable this custom feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page.
 +
[[File:Google business enable path.png | border| center]]
 
<br><br>
 
<br><br>
'''How to use this option:'''
+
:2. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> to create Google Business account if you do not have one yet, or connect already existing Google Business account.
:1. Enable "Import Clients" custom feature on your Custom features page:
+
[[File:Google business settings path.png | border| center]]
[[File:Import clients enable path.png | center]]
   
<br><br>
 
<br><br>
:2. Prepare your Excel file.
+
[[File:Google business account.png|border| center]]
:- 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.
   
<br><br>
 
<br><br>
:3. Go to Manage//Clients//Import from CSV or simply click on "Settings" near this custom feature.  
+
:3. Give the necessary permissions so that it will be possible to see and edit your location(s) in SimplyBook.me.
[[ File:Import clients file upload path.png | center]]
+
<br><br>
 +
:4. If you already have some locations in Google Business you will be able to see them on the left side of the page.
 +
[[File:Google business locations.png | center]]
 +
<br><br>
 +
:5. Just click on one of them if you need to make some edits and enable the option <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Update address in the profile</span>, make the necessary changes and re-save the location for the information to be updated on Google side
 +
[[File:Google business update address.png | center]]
 +
<br><br>
 +
:or choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> option to add a new business address.
 +
[[File:Google business add location.png | border| center]]
 +
<br><br>
 +
:6. After you have added the address, click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Save and Close</span> and you will have the possibility to proceed to the business location verification on Google side(it may take some time). <br>
 +
:You can also close the pop-up and get back to the verification step later(there will be <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Verify now</span> button for each saved and synced business location). <br>
 +
:As soon as your location is verified by Google(you will see the verification process steps while following Google instuctions) your business will appear in search and on Google Maps.
 +
[[File:Google business verify link.png | border| center]]
 
<br><br>
 
<br><br>
:4. Press "Choose file" and select the prepared file.
+
:7. When you save the location the following information is passed to Google about your company:
[[File:Import clients file upload step1.png | center]]
+
:*business location title;
 +
:*company working hours;
 +
:*company phone number;
 +
:*booking site link;
 +
:*business category(as Google categories differ the best matching one will be found).
 +
[[File:Google business location info.png |border| center]]
 
<br><br>
 
<br><br>
: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".
+
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note''', if you have changed some of these details in your SimplyBook.me account you will need to re-save the business location in Google Business feature settings for the details to be updated on Google side.</span>
[[File: Import clients assigning column headers.png | center]]
   
<br><br>
 
<br><br>
:6. Press "Confirm clients import".  
+
:8. You can also edit your business location details on Google side if necessary. Simply click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Edit on GMB</span> button at the top(appears for saved and synced locations).
:''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''
+
[[File:Google business edit on google side.png |border| center]]
 
<br><br>
 
<br><br>
;If you can't import clients, please check the possible reasons:
+
:9. If some location(s) become not relevant for your business anymore you can easily delete them in this feature settings. Just click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Delete on GMB</span> option.
:1. Format of .csv file is incorrect. It should be saved in .csv with comma or tab separation.<br/>
+
[[File:Google business delete on google side.png |border|center]]
:2. There is some text above the data or unnecessary columns that prevent successful import. Please delete the text.<br/>
  −
:3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.
   
<br><br>
 
<br><br>
--------
     −
=Insights=
  −
<br>
  −
[[File:Insights new icon.png ‎|left]]
     −
This Custom Feature creates a variety of charts with key performance indicators in your new financial dashboard.
+
---------
 +
=Google Tag Manager=
   −
Providers availability, total bookings, payment per provider etc
+
[[File:Google tag manager icon.png | left]] <br>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.
<br><br><br>
+
<br><br>
 
;How to use
 
;How to use
:1. Enable Insights on your Custom features page.
+
:1. Enable Google Tag Manager custom feature in your Custom features section.
[[File:Insights enable path.png | center]]
+
[[File:Google tag manager enable path.png | center]]
 
<br><br>
 
<br><br>
:2. Navigate to Dashboard or Reports//Insights to check the graphs and charts.
+
:2. Sign up for a [https://tagmanager.google.com/#/home Google tag manager site]
[[File:Dashboard chart example.png  | center]]
  −
<br><br>
  −
-------
  −
=Instagram Photo Sharing=
   
<br>
 
<br>
[[File:Social gallery.png | left]]<br>
+
:3.  Create a new container and set it up.
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.
  −
<br><br>
  −
'''How to use:'''
   
<br>
 
<br>
:1. To enable this custom feature please go to Custom features page and click on “Enable” near “Instagram photo sharing” option.
+
:4. Click on “Settings” near Google Tag manager on simplybook.me custom features page.  
[[File:Instagram photo sharing enable path.png | center]]
+
[[File:Google tag manager settings path.png | center]]
 
<br><br>
 
<br><br>
:2. Then please choose “Settings” near this custom feature
+
:5. Insert the container ID on the page you see.
[[File:Instagram photo sharing settings path.png | center]]
+
[[File:Google tag manager settings v3.png | center]]
 
<br><br>
 
<br><br>
: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.<br>
+
=Google Translate=
[[File:Instagram photo sharing settings v3.png| center ]] [[File:Instagram login.png | center]]
+
[[File:Google translate.png | left]] <br>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.
 
<br><br>
 
<br><br>
:4. If you have many posts within your Instagram account you can set how many images to display per page.
+
;How to use
[[File:Instagram number of images per page.png | center]]
+
:1. To enable this option navigate to Custom Features//Adding more to the Booking Website.
 +
[[File: Google translate enable path.png |center]]
 +
<br><br>
 +
:2. To access available options for this functionality click on "Settings" button.
 +
[[File:Google translate settings path.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.
+
:3. Check the boxes with languages you wish your clients to be able to choose on the booking website.
[[File:Instagram on booking page.png | center]]
+
[[File:Google translate options settings.png | center]]
 
   
<br><br>
 
<br><br>
'''Please note!'''
+
:4. Select the view mode to your taste.
 +
[[File:Select view mode for google translate.png | center]]
 
<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.  
+
:5. Save settings. Everything is ready to use! Here is how it can look like on your booking page using one of the themes.
[[File:Instagram refresh option.png | center]]
+
[[File:Google translate booking page view1.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>
+
One more translation possibility using third-party service [http://appointmentschedulingnews.com/perfect-translation-in-any-language-for-your-website here]
- Unfortunately currently videos cannot be played and will look like an image.
   
<br><br>
 
<br><br>
-------
+
--------
 +
 
   −
=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
+
=Group Bookings=
:1. Enable Intake Forms Custom Feature in the Custom Feature section//Adding more to the booking page.
+
<br>
[[File:Intake forms enable path.png | center]]
+
[[File:Group booking new icon.png ‎|left]]
 +
 
 +
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 [[Custom_Features#Accept_Payments | 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 [[Custom_Features#Products_for_Sale | Products for Sale]] or [[Custom_Features#Service_Add-ons | Service Add-Ons]] features, number of items will also be multiplied to the number of participants selected.
 
<br><br>
 
<br><br>
:2. Go to its settings or to Manage//Intake forms page.
+
 
[[File:Intake forms settings path.png | center]]
+
;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.
 +
[[File:Number of clients per provider.png | center]]
 
<br><br>
 
<br><br>
:3. Press "+" button in the settings of Custom Feature to create a new form.
+
:2. Activate Group Bookings custom feature on your Custom features page
[[File:Create new intake form v3.png | center]]
+
[[File:Group bookings enable path.png | center]]
 
<br><br>
 
<br><br>
: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.
+
:3. Go to its settings("Notifications" button)
:5. Choose the field type:
+
[[File:Group bookings settings path.png | center]]
:'''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
  −
[[File:Intake forms fields types.png |center]]
   
<br><br>
 
<br><br>
:6. Make it rather obligatory or not with the help of "optional" switcher.
+
: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.
:7. If you wish to relate form with certain services, choose "Services, attached to this field" tab and check the boxes near corresponding services.
+
[[File:Group bookings settings v3.png | center]]
[[File:Attach intake form to services.png| center]]
   
<br><br>
 
<br><br>
: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.
+
'''How will it look like on the booking page:'''
[[File:Add intake form variable to template.png | center]]
+
<br>
 +
: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]]
 
<br><br>
 
<br><br>
    
-------
 
-------
   −
=Limit Bookings=
+
=HIPAA=
 
<br>
 
<br>
[[File:Limit bookings new icon.png ‎|left]]
+
[[File:Hipaa new icon.png ‎|left]]
 
  −
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.
   
<br>
 
<br>
<br>
+
Available with Standard and Premium(former Gold and Platinum) subscriptions.
<pre>For example, you have 2 providers and 1 room and both of your providers are available at 10.00.  
+
<br><br>
Each of providers is set up to serve 1 person at a time and totally, 2 people can book service at 10.00.  
+
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>
But you need to limit that number to 1 person, because only 1 room is available.
+
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>
You need to enable Limit Bookings Custom Feature and set it to 1.  
+
'''Please note!'''
In such way, when someone books 10.00, this time will be closed for another provider.</pre>
+
*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
:1. Enable this custom feature on your Custom Features page.
+
:1. Enable HIPAA features on your Custom Features page.
[[File:Limit bookings enable path.png | center]]
+
:''When you enable this feature [[Custom_Features#SSL| SSL custom feature]] and [[Custom_Features#Google_Authenticator | Google Authenticator]] will be enabled as well to add security to client side.''
 +
[[File:Hipaa enable path.png | center]]
 
<br><br>
 
<br><br>
:2. Go to its settings if you need to limit number of bookings at a time for the whole system.
+
:2. Go to its settings to set timeout period and email address to be notified about new log ins.
[[File:Limit bookings settings path.png | center]]
+
[[File:Hipaa settings path.png | center]]
 
<br><br>
 
<br><br>
:3. Indicate the necessary amount in the corresponding box.
+
[[File:Hipaa settings 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/class.
+
:3. Validate main admin phone number.
[[File:Limit bookings per service v3.png | center]]
   
<br><br>
 
<br><br>
 +
;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".
 +
[[File:Hipaa validate phone v3.png | center]]
 +
<br><br>
 +
:3. You will receive sms with the code, enter the code into the "Validation code" field and press "Confirm the check-code".
 +
[[File:Hipaa confirm code.png|center]]
 +
<br><br>
 +
:4. Get a success message that the code is confirmed.
 +
[[File:Hipaa validated number.png | center]]
 +
<br><br>
 
-------
 
-------
   −
 
+
=HTML Description Field for Events=
=Membership=
   
<br>
 
<br>
[[File:Membership new icon.png | left]]
+
[[File:Html description new icon.png |left]]
   −
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.
+
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.
[http://appointmentschedulingnews.com/membership-booking-software-feature-in-simplybook-me/ Here] you can check more cases when Membership can be useful.
+
<br><br><br>
 +
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 
<br><br>
 
<br><br>
[https://www.youtube.com/watch?v=sZXgGX7xoC0&feature=youtu.be Here] you can see video tutorial how to set it up.
+
;How to use
 
+
:1. Enable this functionalitty on your Custom Features page.
<br>
+
[[File:Html enable path free.png | center]]
'''Please note!''' This feature is not compatible with [[Custom_Features#Clean_History | Clean History]] and does not work with mobile apps.
   
<br><br>
 
<br><br>
:'''How to enable Membership custom feature'''
+
: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. <br>
To enable this option please go to Custom Features section in your admin interface, find “Membership” and click on enable near it.  
+
:Select the item and the first tab with name and details. <br>
<br>
+
:Edit description and save settings
[[File:Membership enable path.png | center]]
+
[[File:Html description field settings.png | center]]
 
<br><br>
 
<br><br>
'''Please note!''' [[Custom_Features#Client_Login | Client login]] and [[Custom_Features#Accept_Payments | Accept payments]] custom features will be automatically enabled as well.
      +
--------
 +
 +
=Import Clients=
 +
[[File:Import clients icon.png | left]] <br>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.
 
<br>
 
<br>
:'''How to create Membership'''
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
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.
  −
<br>
  −
[[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, for example, to suggest lower price to regular customers.  
+
:'''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>
[[File:Membership price1.png| center]]
+
:'''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>
'''Please note!''' Recurring membership payments can work with Stripe payment processor only.
+
'''How to use this option:'''
 +
:1. Enable "Import Clients" custom feature on your Custom features page:
 +
[[File:Import clients enable path free.png | center]]
 
<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.
+
:2. Prepare your Excel file.  
 
+
:- No text above the list of clients should be written
<br>
+
:- Make sure all cells are correctly displayed
:'''How to add service to Membership'''
+
:- Save file in .csv format with comma separation.
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.
  −
<br>
  −
[[File:Attach services to membership.png | center]]
   
<br><br>
 
<br><br>
You have to add at least one service to membership to make it working.
+
: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]]
<br>
  −
:'''Where will be Memberships displayed on the booking page'''
  −
After you enable this custom feature Membership tab will appear on the booking page.
  −
<br>
  −
[[File:Membership tab.png | center]]
   
<br><br>
 
<br><br>
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.
+
:4. Press "Choose file" and select the prepared file.
<br>
+
[[File:Import clients file upload step1.png | center]]
[[File:Membership confirm.png | center]]
   
<br><br>
 
<br><br>
 
+
: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".
<br>
+
[[File: Import clients assigning column headers.png | center]]
:'''Where can i check payments my clients made for memberships'''
+
<br><br>
You will be able to see that information in Reports//Membership payments.<br>
+
:6. Press "Confirm clients import".
If client has chosen "Pay Later" option instead of paying online you will be able to approve such membership purchases there.<br>
+
:''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''
Only after  your approval the client will be able to book the services related to the selected membership.
+
<br><br>
 +
;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.<br/>
 +
:2. There is some text above the data or unnecessary columns that prevent successful import. Please delete the text.<br/>
 +
:3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.
 
<br><br>
 
<br><br>
 +
--------
   −
:'''How will  be my clients notified about purchase/renewal'''
+
=Insights=
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.
   
<br>
 
<br>
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.
+
[[File:Insights new icon.png ‎|left]]
[[File:Membership notification types.png | center]]
+
 
 +
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
 +
<br><br><br>
 +
;How to use
 +
:1. Enable Insights on your Custom features page.
 +
[[File:Insights enable path.png | center]]
 
<br><br>
 
<br><br>
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.
+
:2. Navigate to Dashboard or Reports//Insights to check the graphs and charts.
 +
[[File:Dashboard chart example.png  | center]]
 
<br><br>
 
<br><br>
:'''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,
+
=Instagram Photo Sharing=
click on "Edit" near necessary client there.
+
<br>
[[File:Attach membership from admin side v3.png | center]]
+
[[File:Social gallery.png | left]]<br>
 +
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.
 
<br><br>
 
<br><br>
Then select "memberships" tab in the pop-up that will appear and click on "Add new"
+
'''How to use:'''
[[File:Attach membership from admin side step2 v3.png | center]]
+
<br>
 +
:1. To enable this custom feature please go to Custom features page and click on “Enable” near “Instagram photo sharing” option.
 +
[[File:Instagram photo sharing enable path.png | center]]
 
<br><br>
 
<br><br>
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.
+
:2. Then please choose “Settings” near this custom feature
[[File:Attach membership to client2.png | center]]
+
[[File:Instagram photo sharing settings path.png | center]]
 
<br><br>
 
<br><br>
As a result you will see membership successfully added.<br>
+
:3. You will get to the page where you will be able to connect your Instagram account.
You will also see active clients' memberships with number of sessions left.<br>
+
:Just click on “Authorization”, fill in your Instagram username and password.<br>
[[File:Membership status admin side2.png | center]]
+
[[File:Instagram photo sharing settings v3.png| center ]] [[File:Instagram login.png | center]]
 
<br><br>
 
<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]]
=Multiple Bookings=
+
<br><br>
<br>
+
You have it set now and your Instagram images will be displayed on separate tab on the booking site.
[[File:Multiple booking new icon.png |left]]
+
[[File:Instagram on booking page.png | center]]
   −
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.
  −
<br><br><br>
  −
:'''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 [[Custom_Features#Group_Bookings | group booking]] or if the service is recurring.
  −
<br>
  −
;How to use
  −
:1. Enable Multiple bookings custom feature on your custom features page.
  −
[[File:Multiple bookings enable path.png | center]]
   
<br><br>
 
<br><br>
:2. You can edit notification templates related in the Settings("Notifications" button) section.
+
'''Please note!'''
[[File:Multiple bookings settings path.png | center]]
+
<br><br>
[[File:Multiple bookings notifications.png | center]]
+
- 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 refresh option.png | center]]
 
<br><br>
 
<br><br>
:3. Here is how it will look like on the client side in one of the themes.
+
- If Instagram post consists of several images/photos only first one will be displayed on the booking site.<br>
[[File:Book and add more v3.png | center]]
+
- Unfortunately currently videos cannot be played and will look like an image.
 
<br><br>
 
<br><br>
 
-------
 
-------
   −
=Multiple Locations=
+
=Intake Forms=
 
+
<br>
[[File:Unit location new icon.png ‎|left]]
+
[[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>
      −
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.
  −
<br><br><br>
  −
:Here you can see the example of client view:
  −
[[File:Locations booking page view.png | center]]
  −
<br><br>
   
;How to use
 
;How to use
1. Enable Multiple Locations custom feature in Custom Feature section//Adding more to booking website.
+
:1. Enable Intake Forms Custom Feature in the Custom Feature section//Adding more to the booking page.
[[File:Multiple locations enable path.png | center]]
+
[[File:Intake forms enable path.png | center]]
 
<br><br>
 
<br><br>
2. Add locations either in the settings of the Custom Feature or in Manage//Service Providers//Add location.  
+
:2. Go to its settings or to Manage//Intake forms page.
[[File:Create new location item v3.png | center ]]<br/>
+
[[File:Intake forms settings path.png | center]]
3. Click on "Location providers" tab for corresponding location and check necessary boxes to connect service providers with location.<br/>
  −
[[File:Attach providers to locations v3.png |center]]<br/><br/>
  −
4. (Optional) In Settings // General settings // Email and SMS settings insert the following variables into your email templates:<br/>
  −
[[File:Add location variables to templates.png | center ]] <br/><br/>
  −
:'''[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.
   
<br><br>
 
<br><br>
;How can I relate service to location.
+
:3. Press "+" button in the settings of Custom Feature to create a new form.
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:
+
[[File:Create new intake form v3.png | center]]
:1. In Manage//Service Providers//Services, attached to this service provider check the boxes with services related to this provider.<br>
+
<br><br>
:2. In Manage//Service Providers//Service provider's locations and check the boxes with location(s) provider should be related to.
+
: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
 +
[[File:Intake forms fields types.png ‎|center]]
 +
<br><br>
 +
: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.
 +
[[File:Attach intake form to services.png| center]]
 +
<br><br>
 +
: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.
 +
[[File:Add intake form variable to template.png | center]]
 
<br><br>
 
<br><br>
 
-------
 
-------
 
+
=Kiosk=
=News=
   
<br>
 
<br>
[[File:News new icon.png |left]]
+
[[File:Kiosk.png |left]]<br>The Kiosk Custom Feature allows you to accept bookings on your client booking site so in between bookings, data gets cleared. This makes privacy issues less of a concern.<br>
 +
You can set the time when the customer will be redirected to home page of the booking site or to the beginning of the services booking steps in case you use widget after he/she completes the booking or if the page is left inactive.
   −
Give your website a fresh life by managing news on your main page in our booking system.
+
<br><br>
You can publish news or blog on your booking website to keep your customers up to date with what’s happening in the business.
+
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' This feature is not compatible with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Take_Me_Back_Home |Take me Back Home]]</span> custom feature.</span>
<br><br><br>
+
<br><br>
 
;How to use
 
;How to use
:1. Enable this custom feature on your Custom Features page, Adding more to the Booking Website section.
+
:1. Enable this feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Other</span> section.
[[File:News enable path.png | center]]
+
[[File:Kiosk enable path.png |border|center]]
 
<br><br>
 
<br><br>
:2. Click on "Settings" near this option.
+
:2. Select if you wish to clear client data with each new booking, set redirect time for after booking completion and in case of inactivity on the booking site on the settings side of the page.
[[File:News settings path.png | center]]
+
[[File:Kiosk settings overview.png|border|center]]
 
<br><br>
 
<br><br>
:3. Create the posts on the page you see by clicking on "+" button.
+
Save your preferences and you are done!
[[File:Add new news item v3 updated.png | center]]
   
<br><br>
 
<br><br>
 +
 
-------
 
-------
=Packages=
  −
[[File:Packages 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.
      +
=Limit Bookings=
 +
<br>
 +
[[File:Limit bookings new icon.png ‎|left]]
   −
 
+
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.
:'''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.
+
<br>
 
+
<br>
<br><br>
+
<pre>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.
Video tutorial available '''''[https://www.youtube.com/watch?v=aVVJ3f6pqek&feature=youtu.be here]'''''
+
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.</pre>
 
<br><br>
 
<br><br>
 
;How to use
 
;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”
+
:1. Enable this custom feature on your Custom Features page.
<nomobile>[[File:Packages enable path.png | center]]</nomobile>
+
[[File:Limit bookings enable path.png | center]]
<mobileonly>[[File:M packages enable path.png | center]]</mobileonly>
   
<br><br>
 
<br><br>
:2. Then choose “Settings” option.
+
:2. Go to its settings if you need to limit number of bookings at a time for the whole system.
<nomobile>[[File:Packages settings path.png | center]]</nomobile>
+
[[File:Limit bookings settings path.png | center]]
<mobileonly>[[File:M packages settings path.png | center]]</mobileonly>
   
<br><br>
 
<br><br>
:3. Just click on “+” button to create a new package. The form will appear on the right side of the page.
+
:3. Indicate the necessary amount in the corresponding box.
<nomobile>[[File:Create new package.png | center]]</nomobile>
+
[[File:Limit bookings system limit v3.png | center]]
<mobileonly>[[File:M create new package.png | center]]</mobileonly>
   
<br><br>
 
<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.  
+
: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.
:'''Please note,''' it is not possible to create a package without setting a price.
+
[[File:Limit bookings per service v3.png | center]]
<nomobile>[[File:Add new package details.png | center]]</nomobile>
  −
<mobileonly>[[File:M add new package details.png | center]]</mobileonly>
   
<br><br>
 
<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>
+
-------
 +
=Line Bot=
 +
 
 +
[[File:Line bot.png | left]]
 +
 
 +
The Line Bot custom feature allows your clients to book your services via Line messenger and it also works in Line mobile app. The booking bot connects with your schedule at <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://simplybook.me/ SimplyBook.me]</span> and guides your client throughout the booking process.
 +
 
 +
Supports <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Service_Categories_custom_feature|service categories]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Multiple_Locations_custom_feature|multiple locations]]</span>,  <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Intake_Forms_custom_feature|intake forms]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept_payments_custom_feature|online payments]]</SPAN>(but taxes are not calculated), <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Login_custom_feature|client login]]</span>(but without client address).
 
<br><br>
 
<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>
 
<br><br>
:7. Please select “Services” section, check the boxes with the necessary items and set the quantity that will be available for booking.  
+
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Please note:</span>
<nomobile>[[File:Add items to the package.png | center]]</nomobile>
+
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">In service/provider/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Service_Categories_custom_feature|category]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Multiple_Locations_custom_feature|location]]</span> descriptions limited number of symbols can be displayed.</span>
<mobileonly>[[File:M add items to the package.png | center]]</mobileonly>
+
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">In <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Intake_Forms_custom_feature|intake forms]]</span> drop-down options no more than 20 symbols can be displayed.</span>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It is not possible to hide images on the booking steps.</span>
 +
<br><br>
 +
 
 +
;How to use:
 +
:1. Go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SimplyBook.me admin side</span>, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">custom features</span> page and enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Line bot</span> custom feature.
 +
[[File:Line bot enable path.png | border| center]]
 
<br><br>
 
<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.
+
:2. Navigate to its <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">settings.</span>
<nomobile>[[File:Add items to the package2.png | center]]</nomobile>
+
[[File:Line bot settings path.png | border| center]]
<mobileonly>[[File:M add items to the package2.png | center]]</mobileonly>
   
<br><br>
 
<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.
+
:3. Log in to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[https://developers.line.biz/en/ LINE Developers page]</span> and create <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Provider</span> following the instructions listed there.
<nomobile>[[File:Autocalculate the price.png | center]]</nomobile>
+
[[File:Line create new provider.png | border | center]]
<mobileonly>[[File:M autocalculate the price.png | center]]</mobileonly>
   
<br><br>
 
<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.  
+
:4. Then create <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">new channel</span>, adding the necessary details, confirming them and agreeing to LINE Terms of Service and other required options.
<nomobile>[[File:Saving the package options.png | center]]</nomobile>
+
[[File:Line creat new channel.png | border| center]]
<mobileonly>[[File:M saving the package options.png | center]]</mobileonly>
   
<br><br>
 
<br><br>
:If you assign a package from admin side the client will not receive any notification.
+
[[File:Line create new channel-messaging api.png | border| center]]
:If the customer buys a package on the booking site he/she will receive the invoice like with the regular booking.  
   
<br><br>
 
<br><br>
:11. Go to Reports//Packages to check packages order history, customer data, as well as the number of remaining items.
+
:5. An application will be created, please click on it to get to the channel credentials.
:Use filters for more extensive analysis.
  −
<nomobile>[[File:Package reports.png | center]]</nomobile>
  −
<mobileonly>[[File:M package reports.png | center]]</mobileonly>
   
<br><br>
 
<br><br>
 
+
:6. Switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SimplyBook.me admin side</span> tab with Line Bot feature settings and copy <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Callback URL</span> from there.
 
+
[[File:Line bot settings view.png | border| center]]
;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>
 
<br><br>
:2. Go to POS interface, click on “New sale” button.
+
:7. Add this url to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Webhook URL</span> box in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Messaging settings</span> section of <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">LINE Developers channel</span> page.
<nomobile>[[File:Pos new sale.png | center]]</nomobile>
+
[[File:Line Add calback url.png | border|center]]
<mobileonly>[[File:M pos new sale.png | center]]</mobileonly>
   
<br><br>
 
<br><br>
:3. Select the client on the right side of the page to make the "Package" button active.
+
:8. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Use webhooks</span>.
<nomobile>[[File:Sell package step1.png | center]]</nomobile>
+
[[File:Line enable webhooks.png |border| center]]
<mobileonly>[[File:M sell package step1.png | center]]</mobileonly>
   
<br><br>
 
<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.
+
:9. Issue <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Channel access token (long-lived)</span> and insert it to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Simplybook.me feature settings</span> to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Access token</span> box.
<nomobile>[[File:Sell package step2.png| center]]</nomobile>
+
[[File:Line issue access token.png |border|center]]
<mobileonly>[[File:M sell package step2.png | center]]</mobileonly>
   
<br><br>
 
<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.  
+
:10. Proceed to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Using LINE@ features</span> section and disable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">auto-replies</span> according to the following example.
 +
[[File:Line disable automessages.png |border| center]]
 
<br><br>
 
<br><br>
:5. Proceed to checkout after you have added all the necessary services/products/add-ons/memberships/gift cards to the cart.
+
[[File:Line autoresponse settings.png | border| center]]
<nomobile>[[File:Sell_package_step3.png | center]]</nomobile>
  −
<mobileonly>[[File:M sell package step3.png | center]]</mobileonly>
   
<br><br>
 
<br><br>
:6. You may have a client who has already purchased a package before and wants to use it.
+
:11. Copy <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Channel ID</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Channel secret</span> and insert them to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">corresponding settings boxes on SimplyBook.me side.</span> Save settings.
: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.
+
[[File:Line-channel id and secret.png|border | center]]
<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>
 
<br><br>
:2. They will find a suitable set, choose a start date and buy the package.
+
[[File:Line bot settings insert.png |border| center]]
<nomobile>[[File:Client side packages - buy.png | center]]</nomobile>
  −
<mobileonly>[[File:M client side packages - buy.png | center]]</mobileonly>
   
<br><br>
 
<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)
+
:12. After bot is approved from the LINE side your clients will be able to book using it. In the meanwhile you can add testers or try your bot using LINE mobile app.
 
<br><br>
 
<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>
 
<br><br>
   −
 
+
-------
-------
+
 
=Password Security Settings=
+
=Membership=
 
<br>
 
<br>
[[File:Strict password icon.png | left]]
+
[[File:Membership new icon.png | left]]
    +
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.
 +
[http://appointmentschedulingnews.com/membership-booking-software-feature-in-simplybook-me/ Here] you can check more cases when Membership can be useful.
 +
<br><br>
 +
[https://www.youtube.com/watch?v=sZXgGX7xoC0&feature=youtu.be Here] you can see video tutorial how to set it up.<br><br>
 +
Demo page with Membership-related classes is available [https://classesandmembershipsdemo.simplybook.it/v2/# here].
   −
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><br>
+
'''Please note!''' This feature is not compatible with [[Custom_Features#Clean_History | Clean History]] and does not work with mobile apps.
;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.
+
:'''How to enable Membership custom feature'''
[[File:Strict password settings path.png | center]]
+
To enable this option please go to Custom Features section in your admin interface, find “Membership” and click on enable near it.  
 +
<br>
 +
[[File:Membership enable path.png | center]]
 
<br><br>
 
<br><br>
:3. Now you can set requirements for password for your system users in the left-side block.
+
'''Please note!''' [[Custom_Features#Client_Login | Client login]] and [[Custom_Features#Accept_Payments | Accept payments]] custom features will be automatically enabled as well.
[[File:User password settings block.png | center]]
+
 
<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.
+
:'''How to create Membership'''
[[File:Enable client login settings.png | center]]
+
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.  
 +
<br>
 +
[[File:Create new membership v3.png | center]]
 +
<br><br>
 +
It is possible to set different First payment and Recurring prices if you wish, for example, to suggest lower price to regular customers.  
 +
<br>
 +
[[File:Membership price1.png| center]]
 
<br><br>
 
<br><br>
:5. Set up password requirements for your clients in the right-side block and save settings.
+
'''Please note!''' Recurring membership payments can work with Stripe payment processor only(previous integration, but not SCA).
[[File:Client password settings block.png | center]]
   
<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.
=Photo Gallery=
+
 
 +
<br>
 +
:'''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.
 
<br>
 
<br>
[[File:Photo gallery new icon.png| left]]
+
[[File:Attach services to membership.png | center]]
 
  −
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>
 
<br><br>
:2. Click on "Settings" near it.
+
You have to add at least one service to membership to make it working.
[[File:Photo gallery settings path.png | center]]
+
 
 +
<br>
 +
:'''Where will be Memberships displayed on the booking page'''
 +
After you enable this custom feature Membership tab will appear on the booking page.
 +
<br>
 +
[[File:Membership tab.png | center]]
 
<br><br>
 
<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.
+
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.
[[File:Photo gallery settings.png | center]]
+
<br>
 +
[[File:Membership confirm.png | center]]
 
<br><br>
 
<br><br>
-------
+
 
=Point of Sale=
+
<br>
[[File:Pos icon.png | left]]
+
:'''Where can i check payments my clients made for memberships'''
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!
+
You will be able to see that information in Reports//Membership payments.<br>
<br><br>
+
If client has chosen "Pay Later" option instead of paying online you will be able to approve such membership purchases there.<br>
'''Please note!''' [[Custom_Features#Accept_Payments | Accept Payments Custom Feature]] will be enabled as well when you switch PoS feature on.
+
Only after  your approval the client will be able to book the services related to the selected membership.
 
<br><br>
 
<br><br>
   −
Video tutorial available ''[https://www.youtube.com/watch?v=lShnUwzWBR4 here]''.
+
:'''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.
 +
<br>
 +
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.
 +
[[File:Membership notification types.png | center]]
 
<br><br>
 
<br><br>
;How to use
+
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.
:1. Enable Point of Sale Custom Feature on your Custom Features page, “Other” section.
  −
[[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.
+
:'''How to add membership to client from admin side'''
[[File:Pos settings path.png | center]]
+
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.  
 +
[[File:Attach membership from admin side v3.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.)
+
Then select "memberships" tab in the pop-up that will appear and click on "Add new"
[[File:Pos start page.png | center]]
+
[[File:Attach membership from admin side step2 v3.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.
+
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:Pos select client.png | center]]
+
[[File:Attach membership to client2.png | center]]
 
<br><br>
 
<br><br>
:5. Or add new client directly from POS interface.
+
As a result you will see membership successfully added.<br>
[[File:Add new client from pos.png | center]]
+
You will also see active clients' memberships with number of sessions left.<br>
 +
[[File:Membership status admin side2.png | center]]
 
<br><br>
 
<br><br>
:6. Select “New Sale” option to sell service/membership/product/add-on.
+
-------
[[File:New sale.png | center]]
+
 
<br><br>
+
=Multiple Bookings=
[[File:Select sale option.png | center]]
+
<br>
<br><br>
+
[[File:Multiple booking new icon.png |left]]
: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:Pos new booking.png | center]]
+
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.
<br><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).
+
:'''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 [[Custom_Features#Group_Bookings | group booking]] or if the service is recurring.
[[File:Pos checkout.png | center]]
  −
<br><br>
  −
:9. Select payment method to confirm the order.
  −
[[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>
+
;How to use
: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.
+
:1. Enable Multiple bookings custom feature on your custom features page.
[[File:Pos received payment.png | center]]
+
[[File:Multiple bookings enable path.png | center]]
 
<br><br>
 
<br><br>
[[File:Pos pay later.png | center]]
+
:2. You can edit notification templates related in the Settings("Notifications" button) section.
 +
[[File:Multiple bookings settings path.png | center]]
 +
[[File:Multiple bookings notifications.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. Here is how it will look like on the client side in one of the themes.
[[File:Pos report.png | center]]
+
[[File:Book and add more v3.png | center]]
 
<br><br>
 
<br><br>
 
-------
 
-------
=Products for Sale=
+
 
[[File:Product.png | left]]
+
=Multiple Locations=
<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:Unit location new icon.png |left]]
Use this to your advantage to sell more!
+
 
 +
 
 +
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.
 +
<br><br><br>
 +
:Here you can see the example of client view:
 +
[[File:Locations booking page view.png | center]]
 
<br><br>
 
<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 switch on "Products for sale".
+
;How to use
 +
1. Enable Multiple Locations custom feature in Custom Feature section//Adding more to booking website.
 +
[[File:Multiple locations enable path.png | center]]
 
<br><br>
 
<br><br>
'''How to use:'''<br>
+
2. Add locations either in the settings of the Custom Feature or in Manage//Service Providers//Add location.
:1. To enable this option please go to your Custom Features page and click on “Enable” near “Products for sale” option.
+
[[File:Create new location item v3.png | center ]]<br/>
[[File:Products for sale enable path.png | center]]
+
3. Click on "Location providers" tab for corresponding location and check necessary boxes to connect service providers with location.<br/>
<br><br>
+
[[File:Attach providers to locations v3.png |center]]<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.
+
4. (Optional) In Settings // General settings // Email and SMS settings insert the following variables into your email templates:<br/>
[[File:Products for sale settings path.png | center]]
+
[[File:Add location variables to templates.png | center ]] <br/><br/>
 +
:'''[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.
 
<br><br>
 
<br><br>
:3. Click on “+” icon to create new product, set its name, image, description if necessary and price.<br>
+
;How can I relate service to location.
:'''Please note!''' It is not possible to create free products, each of them needs to have some price added.
+
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:
[[File:Create new product for sale.png | center]]
+
:1. In Manage//Service Providers//Services, attached to this service provider check the boxes with services related to this provider.<br>
<br><br>
+
:2. In Manage//Service Providers//Service provider's locations and check the boxes with location(s) provider should be related to.
:4. To relate the product with particular service(s) please use “Connected services” tab and check the boxes with desired services/classes.
  −
[[File:Attach product to service.png | center]]
  −
<br><br>
  −
: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>
  −
:'''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>
  −
Here you can see how the products can look like on the booking page:
  −
[[File:Products booking page view.png | center]]
   
<br><br>
 
<br><br>
 +
-------
   −
'''Correlation with other custom features:'''<br>
+
=News=
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>
+
<br>
2- [[Custom_Features#Group_Bookings | Group Bookings]]. Number of items is multiplied to number of participants selected.<br>
+
[[File:News new icon.png ‎|left]]
3- [[Custom_Features#Multiple_Bookings | Multiple bookings]]. Products are selected separately for each booking.
+
 
 +
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.
 +
<br><br><br>
 +
;How to use
 +
:1. Enable this custom feature on your Custom Features page, Adding more to the Booking Website section.
 +
[[File:News enable path.png | center]]
 +
<br><br>
 +
:2. Click on "Settings" near this option.
 +
[[File:News settings path.png | center]]
 
<br><br>
 
<br><br>
'''Can I add the items that clients has selected to notification templates?'''<br>
+
:3. Create the posts on the page you see by clicking on "+" button.
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 new news item v3 updated.png | center]]
[[File:Add products to notification emails.png | center]]
   
<br><br>
 
<br><br>
   
-------
 
-------
 +
=Packages=
 +
[[File:Packages 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.
   −
=Provider's Color Coding=
  −
<br>
  −
[[File:Provider color new icon.png ‎|left]]
     −
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
+
:'''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.
:1. Enable this option on your Custom Features page.
  −
[[File:Provider color coding enable path.png | center]]
  −
<br><br>
  −
: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>
  −
:3. As the result you will see bookings in corresponding colors on your Calendar page.
  −
[[File:Provider color coding-booking view.png | center]]
  −
<br><br>
  −
--------
  −
=Rewards and Referrals=
  −
<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>
   −
;How to use.
+
Video tutorial available '''''[https://www.youtube.com/watch?v=aVVJ3f6pqek&feature=youtu.be here]'''''
: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
+
;How to use
[[File:Create new promotion path.png | center]]
+
: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>
 
<br><br>
:3. On the first step indicate:
+
:2. Then choose “Settings” option.
*your discount in %;
+
<nomobile>[[File:Packages settings path.png | center]]</nomobile>
*is this promotion related to specific service or all services;
+
<mobileonly>[[File:M packages settings path.png | center]]</mobileonly>
*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.
+
:3. Just click on “+” button to create a new package. The form will appear on the right side of the page.
*write what reward you offer;
+
<nomobile>[[File:Create new package.png | center]]</nomobile>
*indicate the number of times client should share promotion to receive the reward;
+
<mobileonly>[[File:M create new package.png | center]]</mobileonly>
*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
+
: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.
*change the promotion code if needed;
+
:'''Please note,''' it is not possible to create a package without setting a price.
*add campaign image;
+
<nomobile>[[File:Add new package details.png | center]]</nomobile>
*add dates that clients can book using this promotion;
+
<mobileonly>[[File:M add new package details.png | center]]</mobileonly>
*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>
:6. On the fourth step announce your promotion
+
:5. Define the validity period of the package and set the number of sets available (unlimited by default).
*get the link of the deal to share with your clients;
+
<nomobile>[[File:Package duration and limit.png | center]]</nomobile>
*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));
+
<mobileonly>[[File:M package duration and limit.png | center]]</mobileonly>
*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>
 
+
: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>
=Service Add-ons=
  −
[[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:'''
+
: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>
:1. To enable this option please go to your Custom Features page and click on “Enable” near “Service Add-ons” option.
+
<mobileonly>[[File:M add items to the package.png | center]]</mobileonly>
[[File:Service add-ons enable path.png | center]]
+
<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>
 
<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.
+
: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.
[[File:Service add-ons settings path.png | center]]
+
<nomobile>[[File:Autocalculate the price.png | center]]</nomobile>
 +
<mobileonly>[[File:M autocalculate the price.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
:3. Click on “+” icon to create new add-on, set its name and price.<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.  
:'''Please note!''' It is not possible to create free add-ons, each of them needs to have price added.
+
<nomobile>[[File:Saving the package options.png | center]]</nomobile>
[[File:Create new service add-on v3.png | center]]
+
<mobileonly>[[File:M saving the package options.png | center]]</mobileonly>
 
<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.
+
:If you assign a package from admin side the client will not receive any notification.
[[File:Connect service add-on to services.png | center]]
+
:If the customer buys a package on the booking site he/she will receive the invoice like with the regular booking.  
 
<br><br>
 
<br><br>
:5. You can also make add-on to be selected by default on the booking page<br>
+
:11. Go to Reports//Packages to check packages order history, customer data, as well as the number of remaining items.
:'''Please note!''' The clients will be able to to uncheck this item if they wish to on the booking page.
+
:Use filters for more extensive analysis.
[[File: Selected add-on.png | center]]
+
<nomobile>[[File:Package reports.png | center]]</nomobile>
 +
<mobileonly>[[File:M package reports.png | center]]</mobileonly>
 
<br><br>
 
<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]]
      +
 +
;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>
 
<br><br>
'''Correlation with other custom features:'''<br>
+
:2. Go to POS interface, click on “New sale” button.  
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>
+
<nomobile>[[File:Pos new sale.png | center]]</nomobile>
2- [[Custom_Features#Group_Bookings | Group Bookings]]. Number of items is multiplied to number of participants selected.<br>
+
<mobileonly>[[File:M pos new sale.png | center]]</mobileonly>
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>
+
:3. Select the client on the right side of the page to make the "Package" button active.
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
+
<nomobile>[[File:Sell package step1.png | center]]</nomobile>
[[File:Add add-ons list to emails.png | center]]
+
<mobileonly>[[File:M sell package step1.png | center]]</mobileonly>
 
<br><br>
 
<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>
=Service Categories=
+
<mobileonly>[[File:M sell package step2.png | center]]</mobileonly>
<br>
  −
[[File:Service category 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>
 
<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>
      −
;How to use
+
;Booking site operation
 
+
:1. The clients will be able to navigate to the “Packages” tab on your booking site.
:1. Enable Service Categories custom feature in the Custom Feature section//Adding more to booking page.
+
:'''Please note''', the client must be logged in to see his/her purchases.
[[File:Service categories enable path.png | center]]
+
<nomobile>[[File:Client side packages available.png | center]]</nomobile>
 +
<mobileonly>[[File:M client side packages available.png| center]]</mobileonly>
 
<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. They will find a suitable set, choose a start date and buy the package.  
[[File: Create new category v3.png | center ]]
+
<nomobile>[[File:Client side packages - buy.png | center]]</nomobile>
 +
<mobileonly>[[File:M client side packages - buy.png | center]]</mobileonly>
 
<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.
+
:(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)
[[File: Attach service to category.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.
+
: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.
[[File:Categories booking page view.png| center]]
+
<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>
 
<br><br>
 +
 +
 
-------
 
-------
 +
=Password Security Settings=
 +
<br>
 +
[[File:Strict password icon.png | left]]
   −
=SMS Gateway=
  −
<br>
  −
[[File:Sms.png|left]]
     −
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.
+
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>
 +
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 
<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.
+
;How to use
 +
:1. Enable Password Security Settings option on yur Custom Features page.
 +
[[File:Password security settings enable path free.png | center]]
 
<br><br>
 
<br><br>
'''How to use'''
+
:2. Click on "Settings" button that will appear near it.
:1. Enable Sms Gateway Custom feature in Custom features//Other section at one-time activation fee.
+
[[File:Password security settings settings path free.png | center]]
[[File:Sms gateway enable path.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.
+
:3. Now you can set requirements for password for your system users in the left-side block.
:3. Click on “Settings” near “SMS Gateway” custom feature.
+
[[File:User password settings block.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.
+
: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:Sms gateway options.png | center]]
+
[[File:Enable client login settings.png | center]]
 
<br><br>
 
<br><br>
5. Save settings and it is all done!
+
:5. Set up password requirements for your clients in the right-side block and save settings.
<br><br>
+
[[File:Client password settings block.png | center]]
'''Please note!''' If this custom feature is enabled and set correctly you do not need to purchase sms credits from our side. <br>
  −
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>
  −
:'''Sms are not sent from the system'''
  −
- SMS Gateway settings are not added correctly.<br>
  −
- There is no sms credits on your balance.
   
<br><br>
 
<br><br>
 
-------
 
-------
=SMTP=
+
=Photo Gallery=
 
<br>
 
<br>
[[File:Smtp new icon.png|left]]
+
[[File:Photo gallery new icon.png| left]]  
   −
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>
+
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>
 
<br><br><br>
;How to use.
+
;How to use
:1. You can enable this Custom Feature in your Custom Feature section
+
:1. Enable Photo gallery option on your Custom Features page.
[[File:Smtp enable path.png | center]]
+
[[File:Photo gallery enable path.png | center]]
 
<br><br>
 
<br><br>
:2. Go to its settings.
+
:2. Click on "Settings" near it.
[[File:Smtp settings path.png | center]]
+
[[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>
 
<br><br>
:3. And set your SMTP server details in Custom Feature settings.<br>
+
'''Please note!''' [[Custom_Features#Accept_Payments | Accept Payments Custom Feature]] will be enabled as well when you switch PoS feature on.
[[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>
     −
'''How to store a copy of outgoing emails in your Gmail''': <br><br>
+
Video tutorial available ''[https://www.youtube.com/watch?v=lShnUwzWBR4 here]''.
: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>
  −
: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>''
  −
:''[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].
+
:1. Enable Point of Sale Custom Feature on your Custom Features page, “Other” section.
 +
[[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.
=SOAP=
+
[[File:Pos settings path.png | center]]
<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'''
+
: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.)
:1. Enable in Custom features//Business enhancements.
+
[[File:Pos start page.png | center]]
[[File:Soap enable path v3.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.  
+
:4. By default guest client is selected, but you can select a client from already existing ones in your system.
[[File:Add soap info to client.png | center]]
+
[[File:Pos select client.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>
+
:5. Or add new client directly from POS interface.
As well this option allows you to add some medical history in separate tab if necessary.
+
[[File:Add new client from pos.png | center]]
[[File:Add soap info to client from booking.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.  
+
:6. Select “New Sale” option to sell service/membership/product/add-on.
[[File:Check soap info history v3.png | center]]
+
[[File:New sale.png | center]]
 
<br><br>
 
<br><br>
Or in booking related to this client in “Client” tab.
+
[[File:Select sale option.png | center]]
<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''', the information you add there is not seen from client side and is for internal use.
+
: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”.
As well this information is not exported from the system in Reports.
+
[[File:Pos new booking.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).
=SOAP with Encryption=
+
[[File:Pos checkout.png | center]]
[[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.
  −
 
   
<br><br>
 
<br><br>
'''How to use'''
+
:9. Select payment method to confirm the order.
 +
[[File:Choose payment method.png | center]]
 
<br>
 
<br>
:1. Make sure that you have simple [[Custom_Features#SOAP | SOAP custom feature]] disabled(as they are not compatible)<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>
: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>
+
: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.
:And click on “Enable” near “SOAP with data encryption” option.<br>
+
[[File:Pos received payment.png | center]]
[[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.
+
[[File:Pos pay later.png | center]]
[[File:Soap 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_custom_feature | here]]
+
: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:Pos report.png | center]]
 
<br><br>
 
<br><br>
 
-------
 
-------
=SSL=
+
=Products for Sale=
 +
[[File:Product.png | left]]
 
<br>
 
<br>
[[File:Ssl new icon.png ‎ ‎|left]]
+
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!
Make all client's connections with the server through a secure layer.  
+
<br><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 switch on "Products for sale".
It is important to have it enabled for some payment processors and widgets.
   
<br><br>
 
<br><br>
;How to use
+
'''How to use:'''<br>
: Just enable it on your Custom features page and you are done!
+
:1. To enable this option please go to your Custom Features page and click on “Enable” near “Products for sale” option.
[[File:Ssl enable path.png | center]]
+
[[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]]
=Status=
  −
<br>
  −
[[File:Status 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.
   
<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.
+
:3. Click on “+” icon to create new product, set its name, image, description if necessary and price.<br>
<br>
+
:'''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]]
;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. Go to the settings of this custom feature
+
:4. To relate the product with particular service(s) please use “Connected services” tab and check the boxes with desired services/classes.
[[File:Status settings path.png | center]]
+
[[File:Attach product to service.png | center]]
 +
<br><br>
 +
: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>
 +
:'''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>
 +
Here you can see how the products can look like on the booking page:
 +
[[File:Products booking page view.png | center]]
 +
<br><br>
 +
 
 +
'''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>
:3. Press "+" to add new status.<br>  
+
'''Can I add the items that clients has selected to notification templates?'''<br>
: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.
+
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:Create statuses v3.png| center]]
+
[[File:Add products to notification emails.png | center]]
 
<br><br>
 
<br><br>
 +
 
-------
 
-------
 
+
 
=Take Me Back Home=
+
=Provider's Color Coding=
<br>
+
<br>
[[File:Take me back home new icon.png ‎|left]]
+
[[File:Provider color 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.
+
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><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.
[[File:Take me back home new theme.png|center]]
+
<br>
<br><br>
+
 
;How to use
+
;How to use
:1. Enable Take Me Back Home in the Custom Features section//Look and Feel.
+
:1. Enable this option on your Custom Features page.
[[File:Take me back home enable path.png | center]]
+
[[File:Provider color coding enable path.png | center]]
<br><br>
+
<br><br>
:2. Go to its settings.
+
:2. In Manage//Providers//More options//assign color to each provider to make them easily distinguished in the calendar.
[[File:Take me back home settings path.png | center]]
+
[[File:Provider color coding-select color.png | center]]
 +
<br><br>
 +
:3. As the result you will see bookings in corresponding colors on your Calendar page.
 +
[[File:Provider color coding-booking view.png | center]]
 +
<br><br>
 +
--------
 +
=Rewards and Referrals=
 +
<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);
 +
*Rewards functionality temporarily does not work;
 +
*this feature is not compatible with [[Custom_Features#Coupons_.26_Gift_Cards | Coupons and Gift Cards feature]] yet.
 +
<br><br>
 +
 
 +
;How to use.
 +
:1. Enable Rewards and Referrals Custom Feature.
 +
[[File:Rewards_and_referrals_enable_path.png | center]]
 +
<br><br>
 +
:2. In left-side menu go to Manage//Promotions and create new promotion
 +
[[File:Create new promotion path.png | center]]
 +
<br><br>
 +
: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.
 +
[[File:Create new promotion - step 1.png | center]]
 +
<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;
 +
*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>
 +
: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.
 +
[[File:Create new promotion - step 3.png | center]]
 +
<br><br>
 +
: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).
 +
[[File:Create new promotion - step 4.png | center]]
 +
<br><br>
 +
 
 +
---------
 +
 
 +
=Service Add-ons=
 +
[[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>
 +
'''How to use:'''
 +
 
 +
: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>
 +
: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:Service add-ons settings path.png | center]]
 +
<br><br>
 +
:3. Click on “+” icon to create new add-on, set its name and price.<br>
 +
:'''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>
 +
:4. To relate the add-on with particular service(s) please use “Connected services” tab and check the boxes with desired services/classes.
 +
[[File:Connect service add-on to services.png | center]]
 +
<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]]
 +
 
 +
<br><br>
 +
'''Correlation with other custom features:'''<br>
 +
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>
 +
'''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
 +
[[File:Add add-ons list to emails.png | center]]
 +
<br><br>
 +
--------
 +
 
 +
=Service Categories=
 +
<br>
 +
[[File:Service category 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>
 +
 
 +
 
 +
;How to use
 +
 
 +
:1. Enable Service Categories custom feature in the Custom Feature section//Adding more to booking page.
 +
[[File:Service categories enable path.png | center]]
 +
<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.
 +
[[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>
 +
:4. Here you can see how categories can look like on the booking page using one of the themes avilable.
 +
[[File:Categories booking page view.png| center]]
 +
<br><br>
 +
-------
 +
 
 +
=SMS Gateway=
 +
<br>
 +
[[File:Sms.png|left]]
 +
 
 +
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.
 +
<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.
 +
<br><br>
 +
'''How to use'''
 +
: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>
 +
: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.
 +
:3. Click on “Settings” near “SMS Gateway” custom feature.
 +
[[File:Sms gateway settings path.png | center]]
 +
<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.
 +
[[File:Sms gateway options.png | center]]
 +
<br><br>
 +
5. Save settings and it is all done!
 +
<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>
 +
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>
 +
:'''Sms are not sent from the system'''
 +
- SMS Gateway settings are not added correctly.<br>
 +
- There is no sms credits on your balance.
 +
<br><br>
 +
-------
 +
=SMTP=
 +
<br>
 +
[[File:Smtp new icon.png|left]]
 +
 
 +
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>
 +
<br><br><br>
 +
;How to use.
 +
:1. You can enable this Custom Feature in your Custom Feature section
 +
[[File:Smtp enable path.png | center]]
 +
<br><br>
 +
:2. Go to its settings.
 +
[[File:Smtp settings path.png | center]]
 +
<br><br>
 +
:3. And set your SMTP server details in Custom Feature settings.<br>
 +
[[File:Smtp settings v3.png | center]]
 +
<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>
 +
 
 +
'''How to store a copy of outgoing emails in your Gmail''': <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>
 +
: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>''
 +
:''[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>
 +
------
 +
=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>
 +
'''How to use'''
 +
:1. Enable in Custom features//Business enhancements.
 +
[[File:Soap enable path v3.png | center]]
 +
<br><br>
 +
:2. Now you can go to Manage//Clients, click on Edit button, choose SOAP info tab and add necessary information there.
 +
[[File:Add soap info to client.png | center]]
 +
<br><br>
 +
Or you can add SOAP information from the booking directly by selecting “Client” tab and clicking on “Add SOAP info” button.<br>
 +
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>
 +
: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>
 +
'''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.
 +
 
 +
<br><br>
 +
'''How to use'''
 +
<br>
 +
: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>
 +
:And click on “Enable” near “SOAP with data encryption” option.<br>
 +
[[File:Soap enable path.png | center]]
 +
<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.
 +
[[File:Soap settings path.png | center]]
 +
[[File:Soap settings page.png | center]]
 +
<br><br>
 +
:Please check more detailed tutorial and usage cases [[SOAP_with_Encryption_custom_feature | here]]
 +
<br><br>
 +
-------
 +
=SSL=
 +
<br>
 +
[[File:Ssl new icon.png ‎ ‎|left]]
 +
 
 +
Make all client's connections with the server through a secure layer.
 +
<br>
 +
It is important to have it enabled for some payment processors and widgets.
 +
<br><br>
 +
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 +
<br><br>
 +
;How to use
 +
: Just enable it on your Custom features page and you are done!
 +
[[File:Ssl enable path free.png | center]]
 +
<br><br>
 +
------
 +
 
 +
=Status=
 +
<br>
 +
[[File:Status 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.
 +
<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
 +
:1. Activate this custom feature in the Custom Features section//Booking related.
 +
[[File:Status enable path.png | center]]
 +
<br><br>
 +
:2. Go to the settings of this custom feature
 +
[[File:Status settings path.png | center]]
 +
<br><br>
 +
:3. Press "+" to add new status.<br>
 +
: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:Create statuses v3.png| center]]
 +
<br><br>
 +
-------
 +
 
 +
=Take Me Back Home=
 +
<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 10 seconds by a redirect script.
 +
<br><br><br>
 +
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' This feature is not compatible with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Kiosk_custom_feature |Kiosk]]</span> custom feature.</span>
 +
<br><br>
 +
[[File:Take me back home new theme.png|center]]
 +
<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 note!''' 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.
 +
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
 
<br><br>
 
<br><br>
:3. Insert the link where you want your clients to be redirected, write a text for this link.<br>
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
: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>
  −
--------
  −
 
  −
=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.
  −
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
   
<br><br>
 
<br><br>
 
;How to use
 
;How to use
 
:1. Enable this feature on your Custom Features page.
 
:1. Enable this feature on your Custom Features page.
[[File:Terms and conditions enable path.png | center]]
+
[[File:Terms and conditions enable path free.png| center]]
 
<br><br>
 
<br><br>
 
:2. Go to its settings to add your Terms and Conditions.
 
:2. Go to its settings to add your Terms and Conditions.
[[File:Terms and conditions settings path.png | center]]
+
[[File:Terms and conditions settings path free.png| center]]
 
<br><br>
 
<br><br>
 
:3. Add your text. You can use HTML formatting there to adjust the look.
 
:3. Add your text. You can use HTML formatting there to adjust the look.
Line 1,890: Line 2,157:  
* <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#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;
 
* <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 correctly 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.
+
* 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>
 
</div>
   Line 1,931: Line 2,198:  
<br><br>
 
<br><br>
 
;How to use:
 
;How to use:
: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.
+
: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:Zapir connector enable path.png | center]]
 
[[File:Zapir connector enable path.png | center]]
 
<br><br>
 
<br><br>
:2. Accept invitation for the new version [https://zapier.com/app/login?next=/developer/public-invite/11136/4b23820111ea25dcd5868ab9d1c2a49d/ here]
+
: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:Accept invitation.png | center]]
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:3. Create new Zap by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make a Zap</span> button.
   
[[File:Make a zap button.png | center]]
 
[[File:Make a zap button.png | center]]
 
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:4. Look for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step</span> and select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">version 1.0.8 marked with “by invite”</span> label.
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:3. Look for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step.</span>
[[File:Select simplybook version.png | center]]
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[[File:Zapier select trigger app.png | center]]
 
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:5. Select the desirable trigger.
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:4. Select the desirable trigger.
 
[[File:Select trigger.png | center]]
 
[[File:Select trigger.png | center]]
 
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:6. Connect SimplyBook.me account.
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:5. Connect SimplyBook.me account.
 
[[File:Connect sbm account v2.png | center]]
 
[[File:Connect sbm account v2.png | center]]
 
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:7. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> to test this step.
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:6. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> to test this step.
 
[[File:Test trigger step.png | center]]
 
[[File:Test trigger step.png | center]]
 
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:8. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to.
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:7. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to.
 
[[File:Add action step.png | center]]
 
[[File:Add action step.png | center]]
 
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:9. Connect this application account and setup the template using the available data mentioned above.
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:8. Connect this application account and setup the template using the available data mentioned above.
 
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:10. You can test this step operation as well if necessary or skip it.
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:9. You can test this step operation as well if necessary or skip it.
 
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:11. Finish the setup, add Zap name and turn it on.
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:10. Finish the setup, add Zap name and turn it on.
 
[[File:Zap name and on.png | center]]
 
[[File:Zap name and on.png | center]]
 
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