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From SimplyBook.me
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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]]
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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=
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[[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.
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<br><br>
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<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>
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*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">This feature is not compatible with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Rewards_and_Referrals_custom_feature|Rewards and Referrals]].</span></span>
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*<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>
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<br><br>
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;How to use
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: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.
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[[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.
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[[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.
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[[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:
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[[File:Deposit booking pos.png|border|center]]
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<br><br>
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------
 
=[[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
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:1. Enable [[Custom_Features#Accept_Payments | Accept payments Custom Feature]] in the the Custom Features section.
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:2. Choose payment processor and fill in the necessary details.
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: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.
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;Can I use other payment processor not listed in the Accept Payments Custom Feature?
 
;Can I use other payment processor not listed in the Accept Payments Custom Feature?
 
In that case please contact support and we will gladly check the possibilities of adding it to our system. Support may ask you to provide technical documentation related to this payment processor to check if there is a  possibility of such an 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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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>
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<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]]
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[[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>
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<br><br>
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'''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]]
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[[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]]
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[[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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<br><br>
 
<br><br>
 
-------
 
-------
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=Client Rescheduling=
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<br><br>
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[[File:Reschedule booking icon.png|left]]<br><br>The Client rescheduling custom feature allows you to include reschedule links in notification messages to your clients and rescheduling button to the booking site. The clients can use these options to find a new time for their booking if within allowed rescheduling period.
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=Contact Widget=
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<br><br>
<br>
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:<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;">The clients can only change date and/or time of the appointment;</span>
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*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">This feature is not compatible with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Approve_Bookings_custom_feature|Approve Bookings]]</span> custom feature;</span>
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*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It is not possible to reschedule recurring and group batch appointments;</span>
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*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Coupons_and_Gift_Cards_custom_feature|gift card, coupon]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Membership_custom_feature|membership]]</span> or <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Packages_custom_feature|a package]]</span> were applied during initial booking process it is not possible to reschedule by client;</span>
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*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Some <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[How_to_change_the_way_time_slots_are_shown|timelines]]</span> change on rescheduling page (''flexible provider'' becomes ''flexible''; ''modern provider'' becomes ''modern''; ''weekly classes'' becomes ''slots weekly''; ''daily classes'' is replaced by ''modern'').</span>
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<br><br>
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;How to use
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:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client Rescheduling</span> on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page.
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[[File:Reschedule booking enable path.png|center|border]]
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<br><br>
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:2. Select the preferred <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">rescheduling restriction period</span> in its settings.
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[[File:Reschedule booking settings.png |border|center]]
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<br><br>
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:3. (optional) Add <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[reschedule_link]</span> variable to client notifications in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email and SMS Settings</span>(or <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Flexible_Notifications_custom_feature|Flexible Notifications]]</span> settings if you have custom templates per service/provider).
 +
[[File:Reschedule booking add variable.png|border|center]]
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<br><br>
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:4. As the result the clients will be able to use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reschedule</span> button on the booking site <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">My Bookings</span> page or using the link from email notifications.
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[[File:Reschedule booking my bookings client side.png|border|center]]
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[[File:Reschedule booking slots selection client side.png|border|center]]
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<br><br>
 +
<br><br>
 +
 
 +
-------
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=Contact Widget=
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<br>
 
[[File:Contact widget new icon.png ‎|left]]
 
[[File:Contact widget new icon.png ‎|left]]
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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]]
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[[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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=Display of Seats Left=
<br>
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[[File:Seats left icon.png|left]]<br><br>Show how many seats are left when you accept multiple clients per slot, such as for classes and events. You can also choose to show the total number of seats as well as number of seats left. This works for the following selected timelines; Modern, Slots weekly, Daily and Weekly classes timelines.
[[File:Facebook bot logo.png |left]]
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<br><br>
 
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<br><br>
 
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'''Please note!'''
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.  
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*This feature is not compatible with Limit Bookings;
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*Works for the following timelines only: slots weekly, modern, weekly and daily classes, modern provider.
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<br><br>
 
<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>
  −
Contact support for more details. <br><br>
   
;How to use
 
;How to use
 
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:1. Enable Display of Seats Left in your Custom Features section.
:1. Enable "Facebook Bot" Custom feature on your Custom Features page
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[[File:Seats left enable path.png|border|center]]
[[File:Facebook bot enable v3.png | center]]
   
<br><br>
 
<br><br>
:2. Choose "Settings" near it to see basic instructions.
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:2. (optional) Enable the corresponding option to display the total of spaces along with the ones left.
[[File: Facebook bot settings path.png | center]]
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[[File:Seats left show total.png |border|center]]
 
<br><br>
 
<br><br>
:3. Log into the [https://developers.facebook.com/ Facebook Developer Console].  
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:3. As the result the clients will be able to see the number of spaces left per each timeslot(and total if "Show the total number of seats per slot" is enabled).
[[File:Facebook developers login new.png | center]]
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[[File:Seats left show on slots.png|border|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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[[File:Fb create new app.png | center]]
   
<br><br>
 
<br><br>
:5. Enter a name and contact email address and click on "Create App ID".
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-------
[[File:Create new app id new.png | center]]
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=Facebook and Instagram Bookings=
 +
[[File:Facebook business icon.png|left]]  
 
<br><br>
 
<br><br>
:6. On the next page you will see scenarios. Please skip this step.
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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.
[[File:Fb bot skip step.png | 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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[[File:Fb bot add basic details.png | center]]
   
<br><br>
 
<br><br>
:8. Then please click on "+" near "Products" on the left-side.
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<span style="background-color:#ffe9e9; padding:5px; border-radius:5px; font-weight: bold;">Please note!</span><br>
[[File:Fb bot products path.png | center]]
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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>
 +
*<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>
 
<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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;How to add and use booking option to Facebook/Instagram business page
[[File:Fb bot messenger path.png | center]]
   
<br><br>
 
<br><br>
:10. Under the Token Generation section, choose one of your Facebook pages, copy the token you get.
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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 bot token copy.png | center]]
+
[[File:Facebook and insta bookings enable path.png | border| center]]
 
<br><br>
 
<br><br>
:11. This will generate a Page Access Token. Enter it in Simplybook.me Facebook bot settings.
+
:2. Login to your Facebook/Instagram business account(s) in another browser tab.
[[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.
+
: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 setup webhooks.png | center]]  
+
[[File:Facebook and insta bookings settings path.png|border|center]]
 
<br><br>
 
<br><br>
:13. Check the messages and messaging_postbacks options under Subscription Fields.
+
: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 setup webhooks step 2.png | center]]
+
[[File:Facebook and insta bookings settings overview.png |border|center]]
 
<br><br>
 
<br><br>
:14. Click "Verify and Save" button.
+
: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>
:15. Scroll to “App Review for Messenger” block, select the first option “pages_messaging” and add the details requested there.
+
:Please follow the steps 1-5 displayed below.<br>
[[File:Pages messaging add.png | center]]
+
:(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>
[[File:Fb bot submission step 1.png | center]]
+
: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 client side services.png|border|center]]
 
<br><br>
 
<br><br>
:16. You can use the same details as on this image.
+
: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 submission step 2.png | center]]
+
[[File:Fb adding bookings to post.png|border|center]]
 
<br><br>
 
<br><br>
:17. Submit your app for review.
  −
[[File:Fb bot submission step 3.png | center]]
   
<br><br>
 
<br><br>
:18. You can also make your app live for approved users to test.
  −
:It will become available to all your page visitors after Facebook approval.
  −
[[File:Fb bot make app public.png | center]]
   
<br><br>
 
<br><br>
:19. It may take some time for Facebook to approve your application and your clients will be able to book using the chat bot.
  −
:Here you can see how approved request will look like<br>
  −
[[File:Bot approved.png | center]]
   
<br><br>
 
<br><br>
-------
+
;How to remove Book button from Facebook/Instagram pages
 
  −
=Facebook Client Info=
  −
<br>
  −
[[File:Facebook client info new icon.png ‎|left]]
  −
 
  −
The Facebook Custom Feature will simplify your life and your customer's life. They can log in and make appointments with their Facebook profile. You can thereby also see their Facebook profile photo in the dashboard, allowing you to recognise them when they walk through the door. Please note, that services may be visible on his/her timeline.
   
<br><br>
 
<br><br>
;How to use
+
: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.
:1. Enable this option on your Custom features page.
+
[[File:Facebook and insta bookings settings path.png|boredr|center]]
[[File:Facebook client info enable path.png | center]]
+
<br><br>
 +
:2. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Logout</span> at the top of the page.
 +
[[File:Facebook logout.png|border|center]]
 +
<br><br>
 +
: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:Facebook remove simplybook.png|border|center]]
 +
<br><br>
 +
;How to add and use booking option on Instagram only
 +
<br><br>
 +
:1. Open your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Instagram</span> mobile application and login to your business page.
 +
<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>
 +
: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:
 +
[[File:Insta setup.png|border|center]]
 +
<br><br>
 +
<br><br>
 +
;How to remove Book option from Instagram business page
 +
<br><br>
 +
: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>
 +
:Follow the steps 1-5 below to remove <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book</span> button:
 +
[[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><br>
<br>
+
: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 new icon.png‎ ‎|left]]
+
[[File:Facebook developers login new.png | center]]
 
+
<br><br>
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.
+
: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>
<br><br><br>
+
[[File:Fb create new app.png | center]]
;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"
+
: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:Google analytics settings path.png | center]]
+
[[File:Create new app id new.png | center]]
 
<br><br>
 
<br><br>
:3. Fill in the boxes with the corresponding information.
+
:6. On the next page you will see scenarios. Please skip this step.
[[File:Google analytics settings v3.png | center]]
+
[[File:Fb bot skip step.png | center]]
 
<br><br>
 
<br><br>
;Where to find the details
+
:7. Add all basic information about your company and bot, required links, an icon as well as GDPR related information if necessary.
:The '''Google analytics id''' can be found in your Google analytics accounts. <br>
+
[[File:Fb bot add basic details.png | center]]
:Go to Analytics home, you will see a list of your sites, and on the right side of the site name, there is your analytics number. <br>
+
<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 AdWords account at https://adwords.google.com.
  −
:2. Click Tools
  −
:3. Select Conversions.
  −
:4. Click + to create conversions and Select Website conversions.
  −
:5. Set it up, and Save.
  −
:6. When you save, you will see a code like:
  −
 
  −
<!-- Google Code for test-simply Conversion Page -->
  −
<code>
  −
<script type="text/javascript">
  −
 
  −
/* <![CDATA[ */
  −
 
  −
var google_conversion_id = '''1020314917'''; </code>     <-----  This line shows the conversion code to insert into the Custom Feature settings.<br>
  −
<code>
  −
var google_conversion_language = "en";
  −
 
  −
var google_conversion_format = "3";
  −
 
  −
var google_conversion_color = "ffffff";
  −
 
  −
var google_conversion_label = "O0bzCMrgj2sQpYrD5gM";
  −
 
  −
var google_remarketing_only = false;
  −
 
  −
/* ]]> */
  −
</code>
  −
<br>
  −
:7. Use these details to add to the corresponding fields of this custom feature settings.
  −
<br>
  −
 
  −
'''Google conversion value value''' is the conversion value that you give to a client that hits your target. It can for example be set as 20 for $20 per conversion if the average price of your service is $20. We set it default to 1, which could mean $1 value per conversion but you should change this to the right value for you.
   
<br><br>
 
<br><br>
-------
+
: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.
=Google Authenticator=
+
[[File:Fb bot messenger path.png | center]]
<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.
+
: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.
:As well it will not be possible to connect the account to [[Zapier_integration | Zapier]].
+
[[File:Fb bot token copy.png | center]]
<br>
+
<br><br>
 
+
:If you see the following error while selecting the page you may need to edit the permissions.
'''How to use it as admin user'''
+
[[File:Fb bot error permissions.png | border|center]]
<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:Permission steps facebook.png |border|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.
+
: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:Create users.png | center]]
+
[[File:Fb bot token paste.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.
+
: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>
[[File: Ga application links.png | center]]
+
[[File:Fb bot setup webhooks.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.
+
: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:Connect ga to user v3.png | center]]
+
[[File:Fb bot setup webhooks step 2.png | center]]
 
<br><br>
 
<br><br>
:6. All done! This user can now log in in more secure way!
+
:14. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Verify and Save</span> button.
 +
: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.
 +
[[File:Pages messaging add.png | center]]
 
<br><br>
 
<br><br>
:Login process will look like as follows:
+
[[File:Fb bot submission step 1.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>
 
+
:16. Complete the steps you see in the pop-up.(the steps may be changed by Facebook with time)
 
+
[[File:Fb but submit for review.png | center]]
''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:Allow to log in without 2step auth.png | center]]
   
<br><br>
 
<br><br>
 
+
:17. Submit your app for review.
 
+
[[File:Fb bot submission step 3.png | center]]
'''How to connect Google Authenticator if you are a user'''
+
<br><br>
 +
:18. You can also make your app live for approved users to test.
 +
:It will become available to all your page visitors after Facebook approval.
 +
[[File:Fb bot make app public.png | center]]
 +
<br><br>
 +
:19. It may take some time for Facebook to approve your application and your clients will be able to book using the chat bot.
 +
:Here you can see how approved request will look like<br>
 +
[[File:Bot approved.png | center]]
 +
<br><br>
 +
-------
 +
 
 +
=Facebook Client Info=
 
<br>
 
<br>
:1. Google Authenticator custom feature should be previously enabled by admin as described above.
+
[[File:Facebook client info 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 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: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.
+
;How to use
[[File:Connect ga as user v3.png | center]]
+
:1. Enable this option on your Custom features page.
 +
[[File:Facebook client info enable path.png | center]]
 
<br><br>
 
<br><br>
:4. From now you will login in more secure way!
+
: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>
: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>
+
=Flexible Notifications=
:- enter 6-digits code from Google Authenticator feature
+
<br>
 +
[[File:Flexible notifications new icon.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>
 
<br><br>
---------
  −
=Google Tag Manager=
     −
[[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. Go to Custom Features//Booking related section and find Flexible Notifications Custom Feature//press "enable".
[[File:Google tag manager enable path.png | center]]
+
[[File:Flexible notifications enable path.png | center]]
 
<br><br>
 
<br><br>
:2. Sign up for a [https://tagmanager.google.com/#/home Google tag manager site]
+
:2. Click on "Settings" near this feature.
<br>
+
[[File:Flexible notifications 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. On the page you see press "new flexible template settings".
[[File:Google tag manager settings v3.png | center]]
+
[[File:Flexible notifications create new template.png| center]]
 
<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.
=Google Translate=
+
[[File:Flexible template creation.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>
 +
-------
 +
 +
=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
 
;How to use
:1. To enable this option navigate to Custom Features//Adding more to the Booking Website.
+
:1. Enable "Google Adwords and Analytics" feature on your Custom Features page.
[[File: Google translate enable path.png |center]]
+
[[File:Google analytics enable path.png | center]]
 
<br><br>
 
<br><br>
:2. To access available options for this functionality click on "Settings" button.
+
:2. Choose "Settings"
[[File:Google translate settings path.png| center]]
+
[[File:Google analytics settings 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. Fill in the boxes with the corresponding information.
[[File:Google translate options settings.png | center]]
+
[[File:Google analytics settings v3.png | center]]
 
<br><br>
 
<br><br>
:4. Select the view mode to your taste.
  −
[[File:Select view mode for google translate.png | center]]
  −
<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.
  −
[[File:Google translate booking page view1.png | center]]
  −
<br><br>
  −
One more translation possibility using third-party service [http://appointmentschedulingnews.com/perfect-translation-in-any-language-for-your-website here]
  −
<br><br>
  −
--------
        −
 
+
;Where to find the details
 
+
:1. The '''Google analytics id''' can be found in your Google analytics accounts. <br>
=Group Bookings=
+
:Go to Analytics home, and click on "All Web Site data" in the top left corner.
<br>
+
[[File:Analytics home.png | center]]
[[File:Group booking new icon.png |left]]
+
<br><br>
 
+
:2. In the pop-up you will see your Analytics ID
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.
+
[[File:Analytics id.png | center]]
 
<br><br>
 
<br><br>
 +
:It should be in the format: UA-XXXXXXXX-X  Where XXXXXXX-X is some number.<br>
 +
:''An example of this id would be:  UA-70295750-1''<br>
 +
:To start tracking visitors, you only need to set your analytics account id. <br><br>
   −
;How to use
+
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. 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.
+
:1. Sign in to your Ads account at https://ads.google.com
[[File:Number of clients per provider.png | center]]
+
:2. Click Tools and select Conversions
 +
[[File:Conversions path.png| center]]
 
<br><br>
 
<br><br>
:2. Activate Group Bookings custom feature on your Custom features page
+
:3. Click + to create conversions and select Website conversions.
[[File:Group bookings enable path.png | center]]
+
[[File:New conversion step 1.png | center]]
 
<br><br>
 
<br><br>
:3. Go to its settings("Notifications" button)
+
:4. Set up the options.
[[File:Group bookings settings path.png | center]]
+
[[File:New conversion step 2.png | center]]
 
<br><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.
+
'''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:Group bookings settings v3.png | center]]
+
<br><br>
 +
:5. Select to insert the Tag yourself.
 +
[[File:New conversion step 3.png | center]]
 +
<br><br>
 +
:6. Then you will see a code like this:
 +
[[File:New conversion step 4.png | center]]
 
<br><br>
 
<br><br>
'''How will it look like on the booking page:'''
+
 
 +
<code>
 +
<!- 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>
 
<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>
 +
You can use this custom feature with or without HIPAA feature depending on your needs and business requirements.
 +
<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>
 
<br>
[[File:Hipaa new icon.png ‎|left]]
+
 
 +
'''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>
 +
: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:Google auth settings 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>
+
:3. On Manage//Users page click on “+” and create all desired system users to be able to connect each to 2-step authentication.
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:Create users.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 [[Zapier_integration | Zapier]] if you are using HIPAA feature.
   
<br><br>
 
<br><br>
;How to use
+
: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.
:1. Enable HIPAA features on your Custom Features page.
+
[[File: Ga application links.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.
+
: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:Hipaa settings path.png | center]]
+
[[File:Connect ga to user v3.png | center]]
 
<br><br>
 
<br><br>
[[File:Hipaa settings v3.png | center]]
+
:6. All done! This user can now log in in more secure way!
 
<br><br>
 
<br><br>
:3. Validate main admin phone number.
+
: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
+
<br><br>
:1. Enable this functionalitty on your Custom Features page.
+
:3. Click on “Connect/Change” link, scan the code, enter the code you get and save settings.
[[File:Html description filed enable path.png | center]]
+
[[File:Connect ga as user v3.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>
+
:4. From now you will login in more secure way!
:Select the item and the first tab with name and details. <br>
  −
:Edit description and save settings
  −
[[File:Html description field settings.png | center]]
   
<br><br>
 
<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>
 +
---------
 +
=[[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.
 +
   −
--------
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 
  −
=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>
 
<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>
 
<br><br>
:4. Press "Choose file" and select the prepared file.
+
: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:Import clients file upload step1.png | center]]
+
[[File:Google business locations.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".
+
: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: Import clients assigning column headers.png | center]]
+
[[File:Google business update address.png | center]]
 
<br><br>
 
<br><br>
:6. Press "Confirm clients import".  
+
:or choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> option to add a new business address.
:''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''
+
[[File:Google business add location.png | border| center]]
 
<br><br>
 
<br><br>
;If you can't import clients, please check the possible reasons:
+
: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>
:1. Format of .csv file is incorrect. It should be saved in .csv with comma or tab separation.<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>
:2. There is some text above the data or unnecessary columns that prevent successful import. Please delete the text.<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.
:3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.
+
[[File:Google business verify link.png | border| center]]
 +
<br><br>
 +
:7. When you save the location the following information is passed to Google about your company:
 +
:*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>
 +
:<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>
 +
<br><br>
 +
: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).
 +
[[File:Google business edit on google side.png |border| center]]
 +
<br><br>
 +
: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.
 +
[[File:Google business delete on google side.png |border|center]]
 
<br><br>
 
<br><br>
--------
     −
=Insights=
+
===Reserve with Google===
<br>
+
<br><br>
[[File:Insights new icon.png |left]]
+
:'''<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Please note!:</span>'''
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Reserve with Google is currently available only for:  United States, United Kingdom, Canada, Australia, France, and Germany;</span>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Currently it is not possible to use this option for the following business categories: medical center, educational institution, government office, engineer, medical clinic, dentist, medical office, education center, event management company, city administration, embassy, general practice attorney, child care agency, university, college, school, library, financial institution.</span>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It is required to have <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments|Accept Payments]]</span> custom feature enabled (<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Pay later (Allow delay payment)</span> option should always be <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">On</span>) and prices should be added for all the services/classes you wish to be displayed and bookable through Google Maps;</span>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If you are using <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Intake_Forms|Intake forms]]</span> feature there should be no mandatory forms added to the services you wish to be available for booking;</span>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If a service is <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[[Recurring_services(packs)|recurring]]</span> or connected to <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Membership|Membership]]</span> it will not be displayed in Reserve with Google;</span>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If you are using outdated Google Calendar Sync custom feature it will not be possible to use Reserve with Google.</span>
 +
<br><br>
 +
;How to use:
 +
:1. Add and verify your Google Business location(s) either via <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SimplyBook.me platform(previous part of this tutorial)</span> or using your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Google Business interface</span> and re-save it(them) in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Google Business custom feature settings.</span>
 +
[[File:Reserve with google resave locations.png|border|center]]
 +
<br><br>
 +
:2. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reserve on google maps</span> tab and move the switcher <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Synchronization with Reserve with Google</span> to an active position.
 +
[[File:Reserve with google turn sync on.png|border|center]]
 +
<br><br>
 +
:2. (optional) If you use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Multiple_Locations|Multiple Locations]]</span> custom feature, connect your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Google Businesses</span> to desired <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SimplyBook.me locations.</span>
 +
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' It is possible to connect one SimplyBook.me location to one Google Business.</span>
 +
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If you do not use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Multiple_Locations|Multiple Locations]]</span> your main company location can be connected to one Google Business.</span>
 +
[[File:Reserve with google connect location.png|border|center]]
 +
<br><br>
 +
:3. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Save</span> settings. Now the sync takes place and after you <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">reload the page</span> it will be possible to see the list of services that will be passed to Reserve with Google for booking.
 +
:By default we gather all the information and pass the update to Google once a day, but you can use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Update info</span> button to prepare the information for transfer manually if any settings changes in your account(for example, if you have created new service) were made.
 +
[[File:Reserve with google connection result.png|border|center]]
 +
<br><br>
 +
<br><br>
   −
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>
  −
;How to use
  −
:1. Enable Insights on your Custom features page.
  −
[[File:Insights enable path.png | center]]
   
<br><br>
 
<br><br>
:2. Navigate to Dashboard or Reports//Insights to check the graphs and charts.
+
;How to use
[[File:Dashboard chart example.png | center]]
+
:1. Enable Google Tag Manager custom feature in your Custom features section.
 +
[[File:Google tag manager enable path.png | center]]
 
<br><br>
 
<br><br>
-------
+
:2. Sign up for a [https://tagmanager.google.com/#/home Google tag manager site]
=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>
      +
 +
=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>
    
;How to use
 
;How to use
:1. Enable Intake Forms Custom Feature in the Custom Feature section//Adding more to the booking page.
+
: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:Intake forms enable path.png | center]]
+
[[File:Number of clients per provider.png | center]]
 +
<br><br>
 +
:2. Activate Group Bookings custom feature on your Custom features page
 +
[[File:Group bookings enable path.png | center]]
 
<br><br>
 
<br><br>
:2. Go to its settings or to Manage//Intake forms page.
+
:3. Go to its settings("Notifications" button)
[[File:Intake forms settings path.png | center]]
+
[[File:Group bookings settings path.png | center]]
 
<br><br>
 
<br><br>
:3. Press "+" button in the settings of Custom Feature to create a new form.
+
: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.
[[File:Create new intake form v3.png | center]]
+
[[File:Group bookings settings v3.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.
+
'''How will it look like on the booking page:'''
:5. Choose the field type:
+
<br>
:'''digits only''' - allows entering only numbers. Useful when you need to know the age, height or any other information that will require only digits.
+
: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).
:'''single line''' - usually used for short answers
+
[[File:Group bookings client view.png ‎| center]]
:'''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>
    
-------
 
-------
   −
=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.
  −
Each of providers is set up to serve 1 person at a time and totally, 2 people can book service at 10.00.
  −
But you need to limit that number to 1 person, because only 1 room is available.
  −
You need to enable Limit Bookings Custom Feature and set it to 1.
  −
In such way, when someone books 10.00, this time will be closed for another provider.</pre>
   
<br><br>
 
<br><br>
;How to use
+
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>
:1. Enable this custom feature on your Custom Features page.
+
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:Limit bookings enable path.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>
 +
;How to use
 +
:1. Enable HIPAA features on your Custom Features page.
 +
:''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>
=Membership=
+
: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=
 
<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>
<br><br>
+
:It is only possible to import 500 clients by default. If you need to import more please contact support for details.
'''Please note!''' Recurring membership payments can work with Stripe payment processor only.
   
<br><br>
 
<br><br>
You can set price only for membership here and zero price for service(in Manage//Services//Service details//Price) connected to this membership(for gyms for example) or you can set prices for both Membership and Service, it will allow your clients who purchased membership book a service at a lower price.
+
'''How to use this option:'''
 
+
:1. Enable "Import Clients" custom feature on your Custom features page:
<br>
+
[[File:Import clients enable path free.png | center]]
:'''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>
  −
[[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.
+
:2. Prepare your Excel file.  
 
+
:- No text above the list of clients should be written
<br>
+
:- Make sure all cells are correctly displayed
:'''Where will be Memberships displayed on the booking page'''
+
:- Save file in .csv format with comma separation.
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.
+
:3. Go to Manage//Clients//Import from CSV or simply click on "Settings" near this custom feature.  
<br>
+
[[ File:Import clients file upload path.png | center]]
[[File:Membership confirm.png | center]]
   
<br><br>
 
<br><br>
 
+
:4. Press "Choose file" and select the prepared file.
<br>
+
[[File:Import clients file upload step1.png | center]]
:'''Where can i check payments my clients made for memberships'''
  −
You will be able to see that information in Reports//Membership payments.<br>
  −
If client has chosen "Pay Later" option instead of paying online you will be able to approve such membership purchases there.<br>
  −
Only after  your approval the client will be able to book the services related to the selected membership.
   
<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".
:'''How will  be my clients notified about purchase/renewal'''
+
[[File: Import clients assigning column headers.png | center]]
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>
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.
+
:6. Press "Confirm clients import".  
 +
:''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''
 
<br><br>
 
<br><br>
:'''How to add membership to client from admin side'''
+
;If you can't import clients, please check the possible reasons:
If your client has paid you in cash or you just wish to give somebody free membership please go to Manege//Clients page,
+
:1. Format of .csv file is incorrect. It should be saved in .csv with comma or tab separation.<br/>
click on "Edit" near necessary client there.  
+
:2. There is some text above the data or unnecessary columns that prevent successful import. Please delete the text.<br/>
[[File:Attach membership from admin side v3.png | center]]
+
:3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.
<br><br>
  −
Then select "memberships" tab in the pop-up that will appear and click on "Add new"
  −
[[File:Attach membership from admin side step2 v3.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.
+
--------
[[File:Attach membership to client2.png | center]]
  −
<br><br>
  −
As a result you will see membership successfully added.<br>
  −
You will also see active clients' memberships with number of sessions left.<br>
  −
[[File:Membership status admin side2.png | center]]
  −
<br><br>
  −
-------
     −
=Multiple Bookings=
+
=Insights=
 
<br>
 
<br>
[[File:Multiple booking new icon.png ‎|left]]
+
[[File:Insights new icon.png ‎|left]]
 +
 
 +
This Custom Feature creates a variety of charts with key performance indicators in your new financial dashboard.
   −
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.
+
Providers availability, total bookings, payment per provider etc
 
<br><br><br>
 
<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
 
;How to use
:1. Enable Multiple bookings custom feature on your custom features page.
+
:1. Enable Insights on your Custom features page.
[[File:Multiple bookings enable path.png | center]]
+
[[File:Insights enable path.png | center]]
 
<br><br>
 
<br><br>
:2. You can edit notification templates related in the Settings("Notifications" button) section.
+
:2. Navigate to Dashboard or Reports//Insights to check the graphs and charts.
[[File:Multiple bookings settings path.png | center]]
+
[[File:Dashboard chart example.png | center]]
[[File:Multiple bookings notifications.png | center]]
  −
<br><br>
  −
:3. Here is how it will look like on the client side in one of the themes.
  −
[[File:Book and add more v3.png | center]]
   
<br><br>
 
<br><br>
 
-------
 
-------
 
+
=Instagram Photo Sharing=
=Multiple Locations=
+
<br>
 
+
[[File:Social gallery.png | left]]<br>
[[File:Unit location new icon.png |left]]
+
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:'''
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><br>
+
:1. To enable this custom feature please go to Custom features page and click on “Enable” near “Instagram photo sharing” option.
:Here you can see the example of client view:
+
[[File:Instagram photo sharing enable path.png | center]]
[[File:Locations booking page view.png | center]]
   
<br><br>
 
<br><br>
;How to use
+
:2. Then please choose “Settings” near this custom feature  
1. Enable Multiple Locations custom feature in Custom Feature section//Adding more to booking website.
+
[[File:Instagram photo sharing settings path.png | center]]
[[File:Multiple locations enable path.png | center]]
   
<br><br>
 
<br><br>
2. Add locations either in the settings of the Custom Feature or in Manage//Service Providers//Add location.  
+
:3. You will get to the page where you will be able to connect your Instagram account.
[[File:Create new location item v3.png | center ]]<br/>
+
:Just click on “Authorization”, fill in your Instagram username and password.<br>
3. Click on "Location providers" tab for corresponding location and check necessary boxes to connect service providers with location.<br/>
+
[[File:Instagram photo sharing settings v3.png| center ]] [[File:Instagram login.png | center]]
[[File:Attach providers to locations v3.png |center]]<br/><br/>
+
<br><br>
4. (Optional) In Settings // General settings // Email and SMS settings insert the following variables into your email templates:<br/>
+
:4. If you have many posts within your Instagram account you can set how many images to display per page.
[[File:Add location variables to templates.png | center ]] <br/><br/>
+
[[File:Instagram number of images per page.png | center]]
:'''[location]''' - value of field "Location name"
+
<br><br>
:'''[location_address]''' - value of field "Location address"
+
You have it set now and your Instagram images will be displayed on separate tab on the booking site.
:'''[location_phone]''' - value of field "Location phone"
+
[[File:Instagram on booking page.png | center]]
   −
  −
;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.
+
'''Please note!'''
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:
+
<br><br>
:1. In Manage//Service Providers//Services, attached to this service provider check the boxes with services related to this provider.<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.
:2. In Manage//Service Providers//Service provider's locations and check the boxes with location(s) provider should be related to.
+
[[File:Instagram refresh option.png | center]]
 +
<br><br>
 +
- If Instagram post consists of several images/photos only first one will be displayed on the booking site.<br>
 +
- Unfortunately currently videos cannot be played and will look like an image.
 
<br><br>
 
<br><br>
 
-------
 
-------
   −
=News=
+
=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>
 
<br>
[[File:News new icon.png ‎|left]]
     −
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
 
;How to use
:1. Enable this custom feature on your Custom Features page, Adding more to the Booking Website section.
+
:1. Enable Intake Forms Custom Feature in the Custom Feature section//Adding more to the booking page.
[[File:News enable path.png | center]]
+
[[File:Intake forms enable path.png | center]]
 
<br><br>
 
<br><br>
:2. Click on "Settings" near this option.
+
:2. Go to its settings or to Manage//Intake forms page.
[[File:News settings path.png | center]]
+
[[File:Intake forms settings path.png | center]]
 
<br><br>
 
<br><br>
:3. Create the posts on the page you see by clicking on "+" button.
+
:3. Press "+" button in the settings of Custom Feature to create a new form.
[[File:Add new news item v3 updated.png | center]]
+
[[File:Create new intake form v3.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.
=Packages=
+
:5. Choose the field type:
[[File:Packages icon.png | left]]
+
:'''digits only''' - allows entering only numbers. Useful when you need to know the age, height or any other information that will require only digits.
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.
+
:'''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.
:'''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.
+
:'''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>
 +
-------
 +
=Kiosk=
 +
<br>
 +
[[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.
    
<br><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;">[[Custom_Features#Take_Me_Back_Home |Take me Back Home]]</span> custom feature.</span>
Video tutorial available '''''[https://www.youtube.com/watch?v=aVVJ3f6pqek&feature=youtu.be here]'''''
   
<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 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.
<nomobile>[[File:Packages enable path.png | center]]</nomobile>
+
[[File:Kiosk enable path.png |border|center]]
<mobileonly>[[File:M packages enable path.png | center]]</mobileonly>
   
<br><br>
 
<br><br>
:2. Then choose “Settings” 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.
<nomobile>[[File:Packages settings path.png | center]]</nomobile>
+
[[File:Kiosk settings overview.png|border|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.
+
Save your preferences and you are done!
<nomobile>[[File:Create new package.png | center]]</nomobile>
  −
<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.  
+
 
:'''Please note,''' it is not possible to create a package without setting a price.
+
-------
<nomobile>[[File:Add new package details.png | center]]</nomobile>
+
 
<mobileonly>[[File:M add new package details.png | center]]</mobileonly>
+
=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.
 +
<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.
 +
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>
:5. Define the validity period of the package and set the number of sets available (unlimited by default).
+
;How to use
<nomobile>[[File:Package duration and limit.png | center]]</nomobile>
+
:1. Enable this custom feature on your Custom Features page.
<mobileonly>[[File:M package duration and limit.png | center]]</mobileonly>
+
[[File:Limit bookings enable path.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.
+
:2. Go to its settings if you need to limit number of bookings at a time for the whole system.
<nomobile>[[File:Package items possibilities.png | center]]</nomobile>
+
[[File:Limit bookings settings path.png | center]]
<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.
+
:3. Indicate the necessary amount in the corresponding box.
<nomobile>[[File:Add items to the package.png | center]]</nomobile>
+
[[File:Limit bookings system limit v3.png | center]]
<mobileonly>[[File:M add items to the package.png | center]]</mobileonly>
   
<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.  
+
: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.
<nomobile>[[File:Add items to the package2.png | center]]</nomobile>
+
[[File:Limit bookings per service v3.png | 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.  
+
 
<nomobile>[[File:Autocalculate the price.png | center]]</nomobile>
+
 
<mobileonly>[[File:M autocalculate the price.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>
:10. Now you can click on “Save and go purchase package” to issue it to certain customers or simply save everything and allow your clients to buy this package on your booking site.
  −
<nomobile>[[File:Saving the package options.png | center]]</nomobile>
  −
<mobileonly>[[File:M saving the package options.png | center]]</mobileonly>
   
<br><br>
 
<br><br>
:If you assign a package from admin side the client will not receive any notification.
+
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Please note:</span>
:If the customer buys a package on the booking site he/she will receive the invoice like with the regular booking.
+
*<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>
 +
*<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>
 
<br><br>
:11. Go to Reports//Packages to check packages order history, customer data, as well as the number of remaining items.  
+
 
:Use filters for more extensive analysis.  
+
;How to use:
<nomobile>[[File:Package reports.png | center]]</nomobile>
+
: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.
<mobileonly>[[File:M package reports.png | center]]</mobileonly>
+
[[File:Line bot enable path.png | border| center]]
 +
<br><br>
 +
:2. Navigate to its <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">settings.</span>
 +
[[File:Line bot settings path.png | border| center]]
 +
<br><br>
 +
: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.
 +
[[File:Line create new provider.png | border | center]]
 +
<br><br>
 +
: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.
 +
[[File:Line creat new channel.png | border| center]]
 
<br><br>
 
<br><br>
 
+
[[File:Line create new channel-messaging api.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.
+
:5. An application will be created, please click on it to get to the channel credentials.
<nomobile>[[File:Pos new sale.png | center]]</nomobile>
  −
<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.  
+
: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.
<nomobile>[[File:Sell package step1.png | center]]</nomobile>
+
[[File:Line bot settings view.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.
+
: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:Sell package step2.png| center]]</nomobile>
+
[[File:Line Add calback url.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.  
+
:8. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Use webhooks</span>.
 +
[[File:Line enable webhooks.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.
+
: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_step3.png | center]]</nomobile>
+
[[File:Line issue access token.png |border|center]]
<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.
+
: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.
: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 disable automessages.png |border| center]]
<nomobile>[[File:Use package during checkout.png | center]]</nomobile>
+
<br><br>
<mobileonly>[[File:M use package during checkout.png | center]]</mobileonly>
+
[[File:Line autoresponse settings.png | border| center]]
<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.
+
: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.
<nomobile>[[File:Client side packages - buy.png | center]]</nomobile>
+
[[File:Line-channel id and secret.png|border | center]]
<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)
+
[[File:Line bot settings insert.png |border| center]]
 
<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.
+
: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.
<nomobile>[[File:Client side packages - payment step.png| center]]</nomobile>
  −
<mobileonly>[[File:M client side packages - payment step.png | center]]</mobileonly>
   
<br><br>
 
<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>
    +
-------
   −
-------
+
=Membership=
=Password Security Settings=
   
<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 an active paid membership. This can be applied to a selection or all services, only classes or similar.
 +
[https://simplybook.me/en/membership-solution Here] you can check more cases when Membership can be useful.
 +
<br><br>
 +
Check video [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=vD0-xUu_VfM]] tutorial how to set it up.<br><br>
 +
Demo page with Membership-related classes is available [https://classesandmembershipsdemo.simplybook.it/v2/# here].
    +
<br>
 +
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">This feature is not compatible with [[Custom_Features#Clean_History | Clean History]].</span>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">[[Custom_Features#Client_Login | Client login]] and [[Custom_Features#Accept_Payments | Accept payments]] custom features will be automatically enabled as well.</span>
   −
The Password security settings Custom Feature allows to define password requirements for system users and clients. This can further harden the system for possible intrusion. Just in few steps you can make your system more secure!
  −
<br><br><br>
  −
;How to use
  −
:1. Enable Password Security Settings option on yur Custom Features page.
  −
[[File:Strict password enable path.png | center]]
   
<br><br>
 
<br><br>
:2. Click on "Settings" button that will appear near it.
+
;How to use:
[[File:Strict password settings path.png | center]]
+
 
 +
:1. To enable this feature please go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> section using left-side menu of your admin interface, find <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Membership</span> and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable</span> button or use the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">switcher.</span>
 +
<br>
 +
[[File:Membership new enable path.png |border|center]]
 +
<br><br>
 +
:2. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Memberships</span> or use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> button on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page near this feature to add new Membership to your system.<br>
 +
:Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> on the page you see.<br>
 +
:Add membership title, set description, upload an image, select the desired duration and decide on the sessions limit included.<br>
 +
:The membership can be free or paid so you can set its price.<br>
 +
:If you would like to allow the membership to repeat please enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Is recurring</span> option there and set the recurring price (it can be the same or different from the first price).<br>
 +
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Automatic membership renewal can work from client side via Stripe(previous integration) and Adyen payment processors only.</span>
 +
[[File:Membership new create.png|border|center]]
 +
<br><br>
 +
:3. Don't forget to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">attach the membership to services/classes</span> to restrict booking to the members only.
 +
[[File:Membership new attach to service.png|border|center]]
 +
<br><br>
 +
:4. For sure, you will need to notify your clients about the membership purchase or send the information related to its renewal.<br>
 +
:To adjust your templates please 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;">Membership</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">click on its name</span> on the left to open right-side options and see the list of available notifications:
 +
[[File:Membership new notifications.png|border|center]]
 +
<br><br>
 +
:You can use the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">variables</span> to automatically add the corresponding information to each email/SMS notification.
 +
[[File:Membership new notifications variables.png|border|center]]
 +
<br><br>
 +
:5. (optional) You may need to issue membership to some clients from admin side if they have already paid or you have given them some free period.<br>
 +
:You can do that from the same <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Memberships</span> page by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Issue membership</span> button either near the membership name or in the top right corner of membership editing window.
 +
[[File:Membership new issue.png|border|center]]
 +
<br><br>
 +
:6. (optional) There are several issuing options to choose from:
 +
:- you can set membership <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">start date</span>(current date is set by default);
 +
:- you can generate an <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">invoice</span> if you need it for accounting purposes;
 +
:- you can issue membership without an invoice;
 +
:- if you select issuing with the invoice and the membership is recurring it is possible to set manual or automatic <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">recurring mode</span> and set the number of times to repeat for the automatic one,
 +
:so that the new invoice will be generated each time the membership is prolonged;
 +
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' There will be no charges made by us in relation to your clients' accounts, this option only prolongs the clients' memberships for the new periods.</span><br>
 +
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If you need to charge your clients please do it on your payment processor side.</span><br>
 +
:- as well you can choose several clients at once to issue the membership to.
 +
[[File:Membership new issue steps.png|border|center]]
 +
<br><br>
 +
:7. When the memberships are purchased or issued there are several places to check the information related:
 +
:- <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Membership payments</span> - contains the information of each membership period present in the system(each recurring period will be displayed as a separate row).<br>
 +
:You can cancel the specific client's membership here if necessary.
 +
[[File:Membership new report.png|border|center]]
 +
<br><br>
 +
:- <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> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoices</span> - contains all the invoices present in the system, memberships included.
 +
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' If you delete the invoice related to some membership purchase the corresponding membership will be canceled.</span>
 +
:- <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> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Recurring profiles</span> - shows all membership recurring profiles created either by clients or from admin side.<br>
 +
:It allows to cancel recurring profiles(both made by clients and admin) or prolong the recurring memberships issued from admin side only.<br>
 +
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' If one and the same client already has the recurring profile for some membership it is not possible to create new recurring profile for the same membership for this client.</span><br>
 +
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">You can either cancel current recurring profile and create a new one or issue another membership to this client.</span>
 +
[[File:Membership new recurring report prolong.png|border|center]]
 +
[[File:Membership new recurring report prolonged profile.png|border|center]]
 
<br><br>
 
<br><br>
:3. Now you can set requirements for password for your system users in the left-side block.
+
:8. From the client side the clients will see memberships tab on the booking site<br>
[[File:User password settings block.png | center]]
+
:with the list of all options you have set as available and the services related will have clickable "Subscription required" labels<br>
 +
:that lead to the corresponding membership purchase.
 +
[[File:Memberships_client_side.png | center]]
 
<br><br>
 
<br><br>
:4. (is skipped if you are already using [[Custom_Features#Client_Login | Client Login Custom Feature]]) If you wish your clients to be able to log in securely please enable Client Login option there.
+
:9. (optional) As well you can add custom membership widget to your website if necessary following [[Widgets_for_your_own_website#Widgets_for_Client_Login.2C_Packages.2C_Memberships.2C_Gift_Cards|these instructions.]]
[[File:Enable client login settings.png | center]]
   
<br><br>
 
<br><br>
:5. Set up password requirements for your clients in the right-side block and save settings.
  −
[[File:Client password settings block.png | center]]
   
<br><br>
 
<br><br>
 +
 
-------
 
-------
=Photo Gallery=
+
 
 +
=Multiple Bookings=
 
<br>
 
<br>
[[File:Photo gallery new icon.png| left]]  
+
[[File:Multiple booking new icon.png |left]]
   −
With Photo Gallery custom feature you can upload the photos of your services to attract more clients. Simply browse photos and they will appear on your booking page.
+
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><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
 
;How to use
:1. Enable Photo gallery option on your Custom Features page.
+
:1. Enable Multiple bookings custom feature on your custom features page.
[[File:Photo gallery enable path.png | center]]
+
[[File:Multiple bookings enable path.png | center]]
 
<br><br>
 
<br><br>
:2. Click on "Settings" near it.
+
:2. You can edit notification templates related in the Settings("Notifications" button) section.
[[File:Photo gallery settings path.png | center]]
+
[[File:Multiple bookings settings path.png | center]]
 +
[[File:Multiple bookings notifications.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.
+
:3. Here is how it will look like on the client side in one of the themes.
[[File:Photo gallery settings.png | center]]
+
[[File:Book and add more v3.png | center]]
 
<br><br>
 
<br><br>
 
-------
 
-------
=Point of Sale=
  −
[[File:Pos icon.png | left]]
  −
Point of Sale Custom Feature allows system users to create and track sales of bookings, and to sell memberships, products and gift certificates to existing or new clients. You can check client's history of purchases, approve pending transactions and print invoices. All in the neat mobile friendly interface!
  −
<br><br>
  −
'''Please note!''' [[Custom_Features#Accept_Payments | Accept Payments Custom Feature]] will be enabled as well when you switch PoS feature on.
  −
<br><br>
     −
Video tutorial available ''[https://www.youtube.com/watch?v=lShnUwzWBR4 here]''.
+
=Multiple Locations=
<br><br>
+
 
;How to use
+
[[File:Unit location new icon.png ‎|left]]
:1. Enable Point of Sale Custom Feature on your Custom Features page, “Other” section.
+
 
[[File:Pos enable path.png | center]]
+
 
 +
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>
:2. Click on “Go to POS” near this feature or in top right corner of your admin interface.
+
;How to use
[[File:Pos settings path.png | center]]
+
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>
: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.)
+
2. Add locations either in the settings of the Custom Feature or in Manage//Service Providers//Add location.
[[File:Pos start page.png | center]]
+
[[File:Create new location item v3.png | center ]]<br/>
 +
3. Click on "Location providers" tab for corresponding location and check necessary boxes to connect service providers with location.<br/>
 +
[[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>
:4. By default guest client is selected, but you can select a client from already existing ones in your system.
+
;How can I relate service to location.
[[File:Pos select client.png | center]]
+
Locations can be related only to service providers, thus if you need to relate service to the particular location, you need initially to relate this service to the service provider:
 +
:1. In Manage//Service Providers//Services, attached to this service provider check the boxes with services related to this provider.<br>
 +
:2. In Manage//Service Providers//Service provider's locations and check the boxes with location(s) provider should be related to.
 
<br><br>
 
<br><br>
:5. Or add new client directly from POS interface.
+
-------
[[File:Add new client from pos.png | center]]
+
 
 +
=News=
 +
<br>
 +
[[File:News new icon.png ‎|left]]
 +
 
 +
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>
 
<br><br>
:6. Select “New Sale” option to sell service/membership/product/add-on.
+
:2. Click on "Settings" near this option.
[[File:New sale.png | center]]
+
[[File:News settings path.png | center]]
 
<br><br>
 
<br><br>
[[File:Select sale option.png | center]]
+
:3. Create the posts on the page you see by clicking on "+" button.
 +
[[File:Add new news item v3 updated.png | center]]
 
<br><br>
 
<br><br>
:7. If you have selected service option new booking will be created. Please choose which service/class, provider, date and time do you wish to book. Add product(s), add-on(s) if necessary and click on “Save”.
+
-------
[[File:Pos new booking.png | center]]
+
=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.
 +
 
 +
 
 +
 
 +
:'''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>
:8. On the next step you can add more options to the cart(left side of the page) or confirm all the selections by clicking on the “Checkout button”(right side of the page).
+
 
[[File:Pos checkout.png | center]]
+
Video tutorial available '''''[https://www.youtube.com/watch?v=aVVJ3f6pqek&feature=youtu.be here]'''''
 
<br><br>
 
<br><br>
:9. Select payment method to confirm the order.
+
;How to use
[[File:Choose payment method.png | center]]
+
:1. To switch this custom feature on, please navigate to your Custom Features page, go to “Other” section and click on “Enable”
<br>
+
<nomobile>[[File:Packages enable path.png | center]]</nomobile>
: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>
+
<mobileonly>[[File:M packages enable path.png | center]]</mobileonly>
:If you have selected “Pay later” the order will be displayed as “pending”. You will be able to click on “Checkout” once more and select another payment method to confirm such order.
  −
[[File:Pos received payment.png | center]]
   
<br><br>
 
<br><br>
[[File:Pos pay later.png | center]]
+
:2. Then choose “Settings” option.
 +
<nomobile>[[File:Packages settings path.png | center]]</nomobile>
 +
<mobileonly>[[File:M packages settings path.png | center]]</mobileonly>
 
<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. Just click on “+” button to create a new package. The form will appear on the right side of the page.
[[File:Pos report.png | center]]
+
<nomobile>[[File:Create new package.png | center]]</nomobile>
 +
<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.
=Products for Sale=
+
:'''Please note,''' it is not possible to create a package without setting a price.
[[File:Product.png | left]]
+
<nomobile>[[File:Add new package details.png | center]]</nomobile>
<br>
+
<mobileonly>[[File:M add new package details.png | center]]</mobileonly>
When your clients are booking the services they will be offered to add relevant products to their purchase. Someone buying a haircut could for example be offered to buy hair gel at the same time.<br>
  −
Use this to your advantage to sell more!
   
<br><br>
 
<br><br>
:'''Please note!''' 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".
+
:5. Define the validity period of the package and set the number of sets available (unlimited by default).
 +
<nomobile>[[File:Package duration and limit.png | center]]</nomobile>
 +
<mobileonly>[[File:M package duration and limit.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
'''How to use:'''<br>
+
:6. Proceed to adding services, products and add-ons to the package. You will see three corresponding sections below.
:1. To enable this option please go to your Custom Features page and click on “Enable” near “Products for sale” option.
+
<nomobile>[[File:Package items possibilities.png | center]]</nomobile>
[[File:Products for sale enable path.png | center]]
+
<mobileonly>[[File:M package items possibilities.png | center]]</mobileonly>
 
<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.
+
:7. Please select “Services” section, check the boxes with the necessary items and set the quantity that will be available for booking.
[[File:Products for sale settings path.png | center]]
+
<nomobile>[[File:Add items to the package.png | center]]</nomobile>
 +
<mobileonly>[[File:M add items to the package.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
:3. Click on “+” icon to create new product, set its name, image, description if necessary and price.<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.
:'''Please note!''' It is not possible to create free products, each of them needs to have some price added.
+
<nomobile>[[File:Add items to the package2.png | center]]</nomobile>
[[File:Create new product for sale.png | center]]
+
<mobileonly>[[File:M add items to the package2.png | center]]</mobileonly>
 +
<br><br>
 +
:9. After you have added all the options and if you have not set a package price yet, get back to the “Details” tab and use “Calculate price” button to make the system automatically sum up all the elements prices for you.
 +
<nomobile>[[File:Autocalculate the price.png | center]]</nomobile>
 +
<mobileonly>[[File:M autocalculate the price.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
:4. To relate the product with particular service(s) please use “Connected services” tab and check the boxes with desired services/classes.
+
: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.
[[File:Attach product to service.png | center]]
+
<nomobile>[[File:Saving the package options.png | center]]</nomobile>
 +
<mobileonly>[[File:M saving the package options.png | center]]</mobileonly>
 
<br><br>
 
<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>
+
:If you assign a package from admin side the client will not receive any notification.
:'''Please note!''' The clients will be able to adjust amount to their needs on the booking site or uncheck this product.
+
:If the customer buys a package on the booking site he/she will receive the invoice like with the regular booking.  
[[File:Products for sale default quantity.png | center]]
   
<br><br>
 
<br><br>
Here you can see how the products can look like on the booking page:
+
:11. Go to Reports//Packages to check packages order history, customer data, as well as the number of remaining items.
[[File:Products booking page view.png | center]]
+
: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>
   −
'''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>
+
;The use of Packages within the POS feature
2- [[Custom_Features#Group_Bookings | Group Bookings]]. Number of items is multiplied to number of participants selected.<br>
+
:1. Make sure you have enabled  POS custom feature.
3- [[Custom_Features#Multiple_Bookings | Multiple bookings]]. Products are selected separately for each booking.
+
<nomobile>[[File:Pos enabled view.png | center]]</nomobile>
 +
<mobileonly>[[File:M pos enabled view.png | center]]</mobileonly>
 +
<br><br>
 +
:2. Go to POS interface, click on “New sale” button.  
 +
<nomobile>[[File:Pos new sale.png | center]]</nomobile>
 +
<mobileonly>[[File:M pos new sale.png | center]]</mobileonly>
 +
<br><br>
 +
:3. Select the client on the right side of the page to make the "Package" button active.
 +
<nomobile>[[File:Sell package step1.png | center]]</nomobile>
 +
<mobileonly>[[File:M sell package step1.png | center]]</mobileonly>
 +
<br><br>
 +
:4. Pick the item and define the start date. End date will be automatically set based on the package duration after you save the selection.
 +
<nomobile>[[File:Sell package step2.png| center]]</nomobile>
 +
<mobileonly>[[File:M sell package step2.png | center]]</mobileonly>
 +
<br><br>
 +
:'''Please note''', if the package is hidden from the booking page it will be still available within POS interface as it is part of admin side visible to POS user.  
 
<br><br>
 
<br><br>
'''Can I add the items that clients has selected to notification templates?'''<br>
+
:5. Proceed to checkout after you have added all the necessary services/products/add-ons/memberships/gift cards to the cart.
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
+
<nomobile>[[File:Sell_package_step3.png | center]]</nomobile>
[[File:Add products to notification emails.png | center]]
+
<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.
 +
: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>
   −
-------
     −
=Provider's Color Coding=
+
;Booking site operation
<br>
+
:1. The clients will be able to navigate to the “Packages” tab on your booking site.  
[[File:Provider color new icon.png ‎|left]]
+
:'''Please note''', the client must be logged in to see his/her purchases.
 
+
<nomobile>[[File:Client side packages available.png | center]]</nomobile>
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.
+
<mobileonly>[[File:M client side packages available.png| center]]</mobileonly>
<br><br><br>
  −
::'''Please note''', if you use Status Custom Feature, it has higher priority than Provider's Color Coding Custom Feature. Therefore, colors of the booking statuses will be displayed.
  −
<br>
  −
 
  −
;How to use
  −
:1. Enable this option on your Custom Features page.
  −
[[File:Provider color coding enable path.png | center]]
   
<br><br>
 
<br><br>
:2. In Manage//Providers//More options//assign color to each provider to make them easily distinguished in the calendar.  
+
:2. They will find a suitable set, choose a start date and buy the package.
[[File:Provider color coding-select color.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. As the result you will see bookings in corresponding colors on your Calendar page.
+
:(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:Provider color coding-booking view.png | center]]
   
<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.
=Rewards and Referrals=
+
<nomobile>[[File:Client side packages - payment step.png| center]]</nomobile>
 +
<mobileonly>[[File:M client side packages - payment step.png | center]]</mobileonly>
 +
<br><br>
 +
<nomobile>[[File:Client side packages - confirmation-invoice.png | center]]</nomobile>
 +
<mobileonly>[[File:M client side packages - confirmation-invoice.png | center]]</mobileonly>
 +
<br><br>
 +
 
 +
 
 +
-------
 +
=Password Security Settings=
 
<br>
 
<br>
[[File:Refferals-150.png ‎‎|left]]
+
[[File:Strict password icon.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.
+
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><br><br>
:'''Please note''' that
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
*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
;How to use.
+
:1. Enable Password Security Settings option on yur Custom Features page.
:1. Enable Rewards and Referrals Custom Feature.
+
[[File:Password security settings enable path free.png | center]]
[[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
+
:2. Click on "Settings" button that will appear near it.
[[File:Create new promotion path.png | center]]
+
[[File:Password security settings settings path free.png | center]]
 
<br><br>
 
<br><br>
:3. On the first step indicate:
+
:3. Now you can set requirements for password for your system users in the left-side block.
*your discount in %;
+
[[File:User password settings block.png | center]]
*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>
 
<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.
+
: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.
*write what reward you offer;
+
[[File:Enable client login settings.png | center]]
*indicate the number of times client should share promotion to receive the reward;
  −
*how many times 1 client can claim the reward;
  −
*insert reward picture;
  −
*check "send email" if you want clients to receive an email about being rewarded and adjust the email text if necessary;
  −
*adjust the texts of reward;
  −
*proceed to the next step.
  −
[[File:Create new promotion - step 2.png | center]]
   
<br><br>
 
<br><br>
:5. On the third step enter the details of your campaign
+
:5. Set up password requirements for your clients in the right-side block and save settings.
*change the promotion code if needed;
+
[[File:Client password settings block.png | center]]
*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>
 
<br><br>
 +
-------
 +
=Photo Gallery=
 +
<br>
 +
[[File:Photo gallery new icon.png| left]]
   −
---------
+
With Photo Gallery custom feature you can upload the photos of your services to attract more clients. Simply browse photos and they will appear on your booking page.
 
+
<br><br><br>
=Service Add-ons=
+
;How to use
[[File:Paid attributes.png | left]]<br>
+
:1. Enable Photo gallery option on your Custom Features page.
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>
+
[[File:Photo gallery enable path.png | center]]
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:'''
+
:2. Click on "Settings" near it.
 
+
[[File:Photo gallery settings path.png | center]]
:1. To enable this option please go to your Custom Features page and click on “Enable” near “Service Add-ons” option.
  −
[[File:Service add-ons enable path.png | center]]
   
<br><br>
 
<br><br>
:2. Click on “Settings” button that will appear there or select  Manage// Service Add-ons section and you will get to a page where you will be able to create all necessary items.
+
: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:Service add-ons settings path.png | center]]
+
[[File:Photo gallery settings.png | center]]
 
<br><br>
 
<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.
+
=Point of Sale=
[[File:Create new service add-on v3.png | center]]
+
[[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>
:4. To relate the add-on with particular service(s) please use “Connected services” tab and check the boxes with desired services/classes.
+
'''Please note!''' [[Custom_Features#Accept_Payments | Accept Payments Custom Feature]] will be enabled as well when you switch PoS feature on.
[[File:Connect service add-on to services.png | center]]
   
<br><br>
 
<br><br>
:5. You can also make add-on to be selected by default on the booking page<br>
  −
:'''Please note!''' The clients will be able to to uncheck this item if they wish to on the booking page.
  −
[[File: Selected add-on.png | center]]
  −
<br><br>
  −
Here you can see how the add-ons can look like on the booking page:
  −
[[File:Add-ons booking page view.png | center]]
      +
Video tutorial available ''[https://www.youtube.com/watch?v=lShnUwzWBR4 here]''.
 
<br><br>
 
<br><br>
'''Correlation with other custom features:'''<br>
+
;How to use
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>
+
:1. Enable Point of Sale Custom Feature on your Custom Features page, “Other” section.
2- [[Custom_Features#Group_Bookings | Group Bookings]]. Number of items is multiplied to number of participants selected.<br>
+
[[File:Pos enable path.png | center]]
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>
+
:2. Click on “Go to POS” near this feature or in top right corner of your admin interface.
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:Pos settings path.png | center]]
[[File:Add add-ons list to emails.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.)
 
+
[[File:Pos start page.png | center]]
=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>
 
<br><br>
 
+
:4. By default guest client is selected, but you can select a client from already existing ones in your system.
 
+
[[File:Pos select client.png | center]]
;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>
 
<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.
+
:5. Or add new client directly from POS interface.
[[File: Create new category v3.png | center ]]
+
[[File:Add new client from pos.png | center]]
 
<br><br>
 
<br><br>
:3. Click on "Category details" tab of the category to edit any information. To connect services please choose "Category services" tab and check corresponding boxes.  
+
:6. Select “New Sale” option to sell service/membership/product/add-on.
[[File: Attach service to category.png | center]]
+
[[File:New sale.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.
+
[[File:Select sale option.png | center]]
[[File:Categories booking page view.png| center]]
+
<br><br>
 +
:7. If you have selected service option new booking will be created. Please choose which service/class, provider, date and time do you wish to book. Add product(s), add-on(s) if necessary and click on “Save”.
 +
[[File:Pos new booking.png | center]]
 +
<br><br>
 +
:8. On the next step you can add more options to the cart(left side of the page) or confirm all the selections by clicking on the “Checkout button”(right side of the page).
 +
[[File:Pos checkout.png | center]]
 
<br><br>
 
<br><br>
-------
+
:9. Select payment method to confirm the order.
 
+
[[File:Choose payment method.png | center]]
=SMS Gateway=
   
<br>
 
<br>
[[File:Sms.png|left]]
+
:10. If you have chosen “Credit card/Wire transfer/Cash” the order will be automatically confirmed meaning that you have received the money using the options mentioned.<br>
 
+
:If you have selected “Pay later” the order will be displayed as “pending”. You will be able to click on “Checkout” once more and select another payment method to confirm such order.
Use the SMS Gateway custom feature to use your own SMS gateway (Twilio, Nexmo or BulkSMS available only) and use your own phone number as sender number. If you use this feature, you pay the gateway directly saving around 20% to 30% compared to when you buy SimplyBook.me credits.  
+
[[File:Pos received payment.png | center]]
 
<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.
+
[[File:Pos pay later.png | center]]
 
<br><br>
 
<br><br>
'''How to use'''
+
: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.
:1. Enable Sms Gateway Custom feature in Custom features//Other section at one-time activation fee.
+
[[File:Pos report.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. Click on “Settings” near “SMS Gateway” custom feature.
+
=Products for Sale=
[[File:Sms gateway settings path.png | center]]
+
[[File:Product.png | left]]
 +
<br>
 +
When your clients are booking the services they will be offered to add relevant products to their purchase. Someone buying a haircut could for example be offered to buy hair gel at the same time.<br>
 +
Use this to your advantage to sell more!
 
<br><br>
 
<br><br>
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.
+
:'''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".
[[File:Sms gateway options.png | center]]
   
<br><br>
 
<br><br>
5. Save settings and it is all done!
+
'''How to use:'''<br>
 +
:1. To enable this option please go to your Custom Features page and click on “Enable” near “Products for sale” option.
 +
[[File:Products for sale enable path.png | center]]
 
<br><br>
 
<br><br>
'''Please note!''' If this custom feature is enabled and set correctly you do not need to purchase sms credits from our side. <br>
+
: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.
You will be able to see sms being sent from the system in Reports//Sms report with 0 as credits amount in this case.
+
[[File:Products for sale settings path.png | center]]
 
<br><br>
 
<br><br>
:''Troubleshooting:''
+
:3. Click on “+” icon to create new product, set its name, image, description if necessary and price.<br>
 
+
:'''Please note!''' It is not possible to create free products, each of them needs to have some price added.
:'''Sms credits are charged from my account:'''
+
[[File:Create new product for sale.png | center]]
- SMS Gateway Custom Feature is not enabled<br>
  −
- SMS Gateway processor settings are not added.
   
<br><br>
 
<br><br>
:'''Sms are not sent from the system'''
+
:4. To relate the product with particular service(s) please use “Connected services” tab and check the boxes with desired services/classes.
- SMS Gateway settings are not added correctly.<br>
+
[[File:Attach product to service.png | center]]
- There is no sms credits on your balance.
+
<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>
 +
'''Can I add the items that clients has selected to notification templates?'''<br>
 +
Sure, just add [products] variable to all necessary templates in Settings//Email and SMS settings and the list of products will be included to corresponding notifications
 +
[[File:Add products to notification emails.png | center]]
 
<br><br>
 
<br><br>
 +
 
-------
 
-------
=SMTP=
+
 
 +
=Provider's Color Coding=
 
<br>
 
<br>
[[File:Smtp new icon.png|left]]
+
[[File:Provider color 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>
+
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><br><br>
;How to use.
+
::'''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.
:1. You can enable this Custom Feature in your Custom Feature section
+
<br>
[[File:Smtp enable path.png | center]]
+
 
 +
;How to use
 +
:1. Enable this option on your Custom Features page.
 +
[[File:Provider color coding enable path.png | center]]
 
<br><br>
 
<br><br>
:2. Go to its settings.
+
:2. In Manage//Providers//More options//assign color to each provider to make them easily distinguished in the calendar.  
[[File:Smtp settings path.png | center]]
+
[[File:Provider color coding-select color.png | center]]
 
<br><br>
 
<br><br>
:3. And set your SMTP server details in Custom Feature settings.<br>
+
:3. As the result you will see bookings in corresponding colors on your Calendar page.
[[File:Smtp settings v3.png | center]]
+
[[File:Provider color coding-booking view.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>
+
--------
 +
=Related Resources=
 +
[[File:Resources icon.png |left]]
 +
<br><br>Connect equipment, rooms or anything else that is limited in quantity to a service. Different resources can be connected to the same service when needed.
 +
<br>
 +
<br>
 +
 
 +
 
 +
;How to use
   −
'''How to store a copy of outgoing emails in your Gmail''': <br><br>
+
:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Related Resources</span> feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">custom features</span> page.
:1. You need to log into your Gmail or Google Apps email Settings and Click on the Forwarding/IMAP tab and scroll down to the IMAP Access section.<br><br>
+
[[File:Resources enable path.png|border|center]]
: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>
+
:2. Select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> option or navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Related resources</span> using left-side menu
Please check video tutorial [https://vimeo.com/195300585 here].
+
[[File:Resources settings path.png|border|center]]
 
<br><br>
 
<br><br>
------
+
:3. Create resources group(s) depending on your needs using <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> icon there.<br>
=SOAP=
+
 
<br>
+
:You can select between:<br>
[[File:Soap.png | left]]
+
:*<span style="background-color:#fef3de; padding:5px; border-radius:5px;">Same number as clients</span> type - with this group all the resources you attach to a service will be required for each booking. If the number of resources is not enough for a certain timeslot, it will not be displayed on the booking site. This type may be useful when some limited equipment is required to perform the service.<br>
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.
+
:*<span style="background-color:#fef3de; padding:5px; border-radius:5px;">Only one</span> type - with this group it is possible to accept multiple bookings per timeslot(it will depend on the number of clients set per provider and/or <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Limit Bookings custom feature|limit bookings]]</span> feature settings). It can be used for a room reservation for classes as if, for example, you have one room but two classes so that one class should become unavailable if another one gets a booking. In this case, the clients will continue making bookings for this another class according to the number of spaces you have indicated for it.
 +
[[File:Create resource group.png|border|center]]
 
<br><br>
 
<br><br>
'''How to use'''
+
:4. It is important to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">attach resources to services/classes</span> so that they will influence the booking process. Otherwise, the resources will not add any restrictions and will not be used.
:1. Enable in Custom features//Business enhancements.
+
[[File:Attach resource to service.png|border| 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.
+
:5. If you got more resources of a certain type you can <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">add items to the particular resource group.</span>
[[File:Add soap info to client.png | center]]
+
[[File:Add one more resource to a group.png|border|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>
+
:6. In case you have less items in your inventory than it was created initially you can <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">remove unnecessary ones</span> from the group using mass actions.<br>
As well this option allows you to add some medical history in separate tab if necessary.
+
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If certain service was connected to resource that was deleted such service may become unavailable on the booking site.</span><br>
[[File:Add soap info to client from booking.png | center]]
+
:In this case you need to update its relations towards other resources present in the system.
 +
[[File:Remove unnecessary resources.png|border|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.
+
:7. The clients do not select the resource during the booking process, it is allocated by the system automatically depending on the service and provider selection.<br>
[[File:Check soap info history v3.png | center]]
+
:You can <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">view the resource used for the appointment</span> from the admin side in each booking or in exported .xls file from <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details.</span>
<br><br>
+
[[File:View resource info in booking.png|border|center]]
Or in booking related to this client in “Client” tab.
+
<br><br><br><br>
 +
 
 +
--------
 +
=Rewards and Referrals=
 
<br>
 
<br>
This feature also allows you to check the records added previously either in booking in Calendar or in client record in Manage//Clients//Edit.
+
[[File:Refferals-150.png ‎‎|left]]
<br><br>
+
 
'''Please note''', the information you add there is not seen from client side and is for internal use.
+
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.
As well this information is not exported from the system in Reports.
+
<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>
 
<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.
      +
;How to use.
 +
:1. Enable Rewards and Referrals Custom Feature.
 +
[[File:Rewards_and_referrals_enable_path.png | center]]
 
<br><br>
 
<br><br>
'''How to use'''
+
:2. In left-side menu go to Manage//Promotions and create new promotion
<br>
+
[[File:Create new promotion path.png | center]]
: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>
 
<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.
+
:3. On the first step indicate:
[[File:Soap settings path.png | center]]
+
*your discount in %;
[[File:Soap settings page.png | center]]
+
*is this promotion related to specific service or all services;
<br><br>
+
*who can claim the deal (all clients or new clients only);
:Please check more detailed tutorial and usage cases [[SOAP_with_encryption | here]]
+
*how many times the code can be used;
<br><br>
+
*how many times each client can use this promotion;
-------
+
*edit texts of your deal if necessary;
=SSL=
+
*proceed to the next step.
<br>
+
[[File:Create new promotion - step 1.png | center]]
[[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>
 
<br><br>
;How to use
+
: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.
: Just enable it on your Custom features page and you are done!
+
*write what reward you offer;
[[File:Ssl enable path.png | center]]
+
*indicate the number of times client should share promotion to receive the reward;
 +
*how many times 1 client can claim the reward;
 +
*insert reward picture;
 +
*check "send email" if you want clients to receive an email about being rewarded and adjust the email text if necessary;
 +
*adjust the texts of reward;
 +
*proceed to the next step.
 +
[[File:Create new promotion - step 2.png | center]]
 
<br><br>
 
<br><br>
------
+
:5. On the third step enter the details of your campaign
 
+
*change the promotion code if needed;
=Status=
+
*add campaign image;
<br>
+
*add dates that clients can book using this promotion;
[[File:Status new icon.png‎ ‎|left]]
+
*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>
 +
 
 +
---------
   −
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.
+
=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>
::'''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.
+
'''How to use:'''
<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.
:1. Activate this custom feature in the Custom Features section//Booking related.
+
[[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]]
 
[[File:Status enable path.png | center]]
 
<br><br>
 
<br><br>
:2. Go to the settings of this custom feature
+
:2. Go to the settings of this custom feature
[[File:Status settings path.png | center]]
+
[[File:Status settings path.png | center]]
<br><br>
+
<br><br>
:3. Press "+" to add new status.<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.
+
: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]]
+
[[File:Create statuses v3.png| center]]
<br><br>
+
<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>
 +
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 +
<br><br>
 +
;How to use
 +
:1. Enable this feature on your Custom Features page.
 +
[[File:Terms and conditions enable path free.png| center]]
 +
<br><br>
 +
:2. Go to its settings to add your Terms and Conditions.
 +
[[File:Terms and conditions settings path free.png| center]]
 +
<br><br>
 +
:3. Add your text. You can use HTML formatting there to adjust the look.
 +
[[File:Terms and conditions settings v3 new.png | center]]
 +
<br><br>
 +
 
 +
-------
 +
 
 +
 
 +
=Visitor Counter=
 +
<br>
 +
[[File:Visitor counter new icon.png ‎|left]]
 +
 
 +
Use Visitor Counter Custom Feature to get up-to-date information about visits to your booking website or to the page with your booking widget. This Custom Feature will help you to evaluate the visits and bookings and can help you to decide if you should do promotions to get more visitors and potential clients. You will see all this information in the main Dashboard of the [https://simplybook.me SImplyBook.me] system.
 +
<br><br>
 +
 
 +
 
 +
;How to use
 +
:1. Enable this option on your custom Features page.
 +
[[File: Visitor counter enable path.png | center]]
 +
<br><br>
 +
:2. Check the chart on Dashboard page for updates.
 +
[[File:Visitor counter upd.png | center]]
 +
<br><br>
 +
-------------
 +
 
 +
 
 +
=Voice Bookings=
 +
<br>
 +
[[File:Voice booking.png | left]]
 +
 
 +
iBOB is an intelligent Booking Oriented Bot that answers your phone, accepts bookings from your clients 24/7 and redirects calls to you if clients asks for it, or if iBOB has problems understanding your client. You need iBOB credits to use iBOB as your personal assistant. iBOB is very fair, and does not charge much for his services. His services cost from only $2/month for a local phone number and 0,12 cents per incoming call minute.
 +
<br><br><br>
 +
'''Please note!''' Not all the countries have available phone numbers. Please contact support to check before voice credits purchase.
 +
<br><br>
 +
:'''How to use'''
 +
 
 +
:1. Enable “iBOB - Your intelligent voice assistant” custom feature on your Custom features page.
 +
[[File:Ibob enable path.png | center]]
 +
<br><br>
 +
:2. Go to Plans&Prices//Additional items to buy voice credits.
 +
[[File:Ibob buy voice credits.png | center]]
 +
<br><br>
 +
:3. Go to Manage//Voice bookings or just click on Settings near this custom feature.
 +
[[File:Ibob settings path.png | center]]
 +
<br><br>
 +
:3. To add new phone number please click on “+” icon, select your country and phone type.
 +
[[File: Ibob buy phone number.png | center]]
 +
<br><br>
 +
:4. Buy phone number from the list you see(there are also the prices per month and per minute). It will be the number for your clients to dial to make bookings.
 +
[[File:Ibob buy phone number - step4.png | center]]
 +
<br><br>
 +
:5. When the number is purchased you can set the voice, choose transcription language, add your greeting message that the clients will hear at the beginning of the call. As well you can add there a number to contact you if necessary.
 +
<br>
 +
:'''Please note!''' If the bot does not get the information said by client, the client will be redirected to this “Company redirect phone number” if it is added.
 +
[[File:Ibob setup number.png | center]]
 +
<br><br>
 +
:7. All is set. You can give your clients the number set according to the steps above and iBob will help them to book your services.<br><br>
 +
<br><br>
 +
'''Additional option''' – you can set predefined location/category/service/provider per phone number and the clients will book that option exactly.
 +
[[File:Ibob predefined options.png | center]]
 +
<br><br>
 +
'''Statistics'''<br>
 +
To check the calls made to your voice bot please use Reports//Voice bookings section.
 +
[[File:Ibob reports overview.png | center]]
 +
<br><br>
 +
=Zapier Connector=
 +
[[File:Zapier icon.png | left]]
 +
Connect [https://simplybook.me/ SimplyBook.me] with hundreds of other solutions using this feature. It contains a variety of triggers that can be used to send information to other solutions by simply using one of the available zaps or by creating a new zap. Zapier allows to integrate 2 or more web-applications via their APIs through “triggers” and “actions”.
 +
[https://simplybook.me/ SimplyBook.me] is available in Zapier as Trigger app, it means only information from [https://simplybook.me/ SimplyBook.me] is sent to Zapier (1-way integration) and via Zapier to any app that has actions.
 +
 
 +
 
 +
 
 +
 
 +
<div style="background-color:#ffe9e9; padding:5px; border-radius:5px;">
 +
'''Please note!'''
 +
* Available data depends on <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features | custom features]]</span> enabled;
 +
* It doesn't work if 2-step authentication is enabled (<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#HIPAA |HIPAA]]</span> or <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Google_Authenticator | Google Authenticator]]</span>);
 +
* New client trigger doesn't work with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Import_Clients |Import clients]]</span> feature, but works correctly if 1 client is added manually in admin interface;
 +
* Information about <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Membership |membership]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Coupons_.26_Gift_Cards |promotion]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Packages |package]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Products_for_Sale |product]]</span> used is not included as it relates to invoice and not to booking;
 +
* Comment change doesn't launch any trigger;
 +
* To be able to use Booking change/Booking cancellation triggers in order to change existing records in Action app you need to use Premium Zapier account, as Search step is needed to find the record in action app;
 +
* If more items are added to admin interface after ZAP was created, you need to press "Get more samples" button at "Trigger step" -> "Test this step" in Zapier to fetch new available fields and data (zap template should be changed);
 +
* Invoice data is not sent;
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#SOAP |SOAP]]</span> data is not sent;
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Tax]]</span> information is not sent, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |service price]]</span> is shown without taxes added;
 +
* It doesn't work if both <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> and <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> are enabled, and batch bookings are partially approved.
 +
</div>
 +
 
 +
<br><br>
 +
'''6 triggers''' are now available:<br>
 +
• ''New booking'' - launches when new booking is created in SimplyBook.me account;<br>
 +
• ''Booking change''  - launches when booking is changed (change of date/time/service/provider/status/intake forms answers);<br>
 +
• ''Booking cancellation''  - launches upon booking cancellation;<br>
 +
• ''New client''  - launches when new client is added, either upon a new booking, or when admin manually adds client in SimplyBook.me admin interface.<br>
 +
• ''New Offer'' - launches when any new offer is created on SimplyBook.me side (can be used when <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> custom feature is enabled).<br>
 +
• ''New Invoice'' - launches when new invoice is created and paid on SimplyBook.me side (can be used when <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> custom feature is enabled).
   −
=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 a few seconds by a redirect script.
  −
<br>
  −
  −
[[File:Take me back home new theme.png|center]]
   
<br><br>
 
<br><br>
;How to use
  −
:1. Enable Take Me Back Home in the Custom Features section//Look and Feel.
  −
[[File:Take me back home enable path.png | center]]
  −
<br><br>
  −
:2. Go to its settings.
  −
[[File:Take me back home settings path.png | center]]
  −
<br><br>
  −
:3. Insert the link where you want your clients to be redirected, write a text for this link.<br>
  −
:Also insert the link where you want your clients to be redirected for mobile version and add text for this link.
  −
:4. Enable or leave disabled "Enable auto redirect to your site". If enabled, it will redirect your clients automatically to the page you indicated in the "link to your website" filed in 10 seconds.
  −
:5. Write auto redirect text that will be displayed in case the option "Enable auto redirect to your site" is enabled('''please 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.
+
;'''Available data:'''
The text inserted in the Custom Feature will be displayed on the "Details" page above the "Book Now" button or on sign up step if you are using [[Custom_Features#Client_Login | Client login feature]] as a checkbox with text "''I agree with -your company name- Terms & Conditions''" and the clients will need to agree to it to be able to book your services
+
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For booking-related triggers(New booking, Booking change, Booking cancellation):</span><br>
 +
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Basic functionality (no custom features enabled)</span>:
 +
*Company (login, name, email, phone),
 +
*Service (name, description, duration, buffer time),
 +
*Provider (name, description, email, phone),
 +
*Client information (name, email, phone, address, timezone),
 +
*Booking code (if booking is confirmed, start/end date/time).
 
<br><br>
 
<br><br>
;How to use
+
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Custom features related data</span>:
:1. Enable this feature on your Custom Features page.
+
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> (service price, currency);
[[File:Terms and conditions enable path.png | center]]
+
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Status |Status]]</span> (name, description, color);
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> (approval status: approved, canceled);
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Multiple_Locations |Multiple Locations]]</span> (location name, location address (with coordinates), location phone, location description);
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Categories |Service Categories]]</span> (category name, category description);
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Add-ons |Service Add-ons]]</span> (add-on name, add-on price);
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Intake_Forms |Intake Forms]]</span> (answers).
 
<br><br>
 
<br><br>
:2. Go to its settings to add your Terms and Conditions.
+
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For New client trigger</span>:
[[File:Terms and conditions settings path.png | center]]
+
* Client ID;
<br><br>
+
* Client name;
:3. Add your text. You can use HTML formatting there to adjust the look.
+
* Client email;
[[File:Terms and conditions settings v3 new.png | center]]
+
* Client phone;
 +
* Client address;
 +
* If client is blocked to login (if <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Client_Login |Client login]]</span> custom feature is enabled);
 +
* Client registration date.
 
<br><br>
 
<br><br>
 +
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For New Offer/Invoice triggers</span>:
 +
* Order ID;
 +
* Client name / email / phone;
 +
* Offer/Invoice description (list of items ordered, information about discount: gift card/coupon/package used);
 +
* Order amount and currency;
 +
* Discount amount;
 +
* Order date and time;
 +
* Offer/Invoice number in SimplyBook.me system (O-XXXXXX or I-XXXXXX);
 +
* Payment processor (delay, cash, credit card, wire transfer);
 +
* Payment status (paid, pending) and if payment is received.
   −
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  −
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=Visitor Counter=
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<br>
  −
[[File:Visitor counter new icon.png ‎|left]]
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  −
Use Visitor Counter Custom Feature to get up-to-date information about visits to your booking website or to the page with your booking widget. This Custom Feature will help you to evaluate the visits and bookings and can help you to decide if you should do promotions to get more visitors and potential clients. You will see all this information in the main Dashboard of the [https://simplybook.me SImplyBook.me] system.
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<br><br>
  −
;How to use
  −
:1. Enable this option on your custom Features page.
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[[File: Visitor counter enable path.png | center]]
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<br><br>
  −
:2. Check the chart on Dashboard page for updates.
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[[File:Visitor counter chart v3.png | center]]
   
<br><br>
 
<br><br>
-------------
+
;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 on SimplyBook.me side.
 
+
[[File:Zapir connector enable path.png | center]]
=Voice Bookings=
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<br>
  −
[[File:Voice booking.png | left]]
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iBOB is an intelligent Booking Oriented Bot that answers your phone, accepts bookings from your clients 24/7 and redirects calls to you if clients asks for it, or if iBOB has problems understanding your client. You need iBOB credits to use iBOB as your personal assistant. iBOB is very fair, and does not charge much for his services. His services cost from only $2/month for a local phone number and 0,12 cents per incoming call minute.
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<br><br><br>
  −
'''Please note!''' Not all the countries have available phone numbers. Please contact support to check before voice credits purchase.
   
<br><br>
 
<br><br>
:'''How to use'''
+
:2. Create new Zap by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make a Zap</span> button in Zapier interface.
 
+
[[File:Make a zap button.png | center]]
:1. Enable “iBOB - Your intelligent voice assistant” custom feature on your Custom features page.
  −
[[File:Ibob enable path.png | center]]
   
<br><br>
 
<br><br>
:2. Go to Plans&Prices//Additional items to buy voice credits.
+
:3. Look for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step.</span>
[[File:Ibob buy voice credits.png | center]]
+
[[File:Zapier select trigger app.png | center]]
 
<br><br>
 
<br><br>
:3. Go to Manage//Voice bookings or just click on Settings near this custom feature.
+
:4. Select the desirable trigger.
[[File:Ibob settings path.png | center]]
+
[[File:Select trigger.png | center]]
 
<br><br>
 
<br><br>
:3. To add new phone number please click on “+” icon, select your country and phone type.
+
:5. Connect SimplyBook.me account.
[[File: Ibob buy phone number.png | center]]
+
[[File:Connect sbm account v2.png | center]]
 
<br><br>
 
<br><br>
:4. Buy phone number from the list you see(there are also the prices per month and per minute). It will be the number for your clients to dial to make bookings.
+
:6. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> to test this step.
[[File:Ibob buy phone number - step4.png | center]]
+
[[File:Test trigger step.png | center]]
 
<br><br>
 
<br><br>
:5. When the number is purchased you can set the voice, choose transcription language, add your greeting message that the clients will hear at the beginning of the call. As well you can add there a number to contact you if necessary.
+
:7. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to.
<br>
+
[[File:Add action step.png | center]]
:'''Please note!''' If the bot does not get the information said by client, the client will be redirected to this “Company redirect phone number” if it is added.
  −
[[File:Ibob setup number.png | center]]
   
<br><br>
 
<br><br>
:7. All is set. You can give your clients the number set according to the steps above and iBob will help them to book your services.<br><br>
+
:8. Connect this application account and setup the template using the available data mentioned above.
 
<br><br>
 
<br><br>
'''Additional option''' – you can set predefined location/category/service/provider per phone number and the clients will book that option exactly.
+
:9. You can test this step operation as well if necessary or skip it.
[[File:Ibob predefined options.png | center]]
   
<br><br>
 
<br><br>
'''Statistics'''<br>
+
:10. Finish the setup, add Zap name and turn it on.
To check the calls made to your voice bot please use Reports//Voice bookings section.
+
[[File:Zap name and on.png | center]]
[[File:Ibob reports overview.png | center]]
   
<br><br>
 
<br><br>