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From SimplyBook.me
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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.
 +
 +
<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>
 +
*<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>
 +
;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.
 +
[[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.
 +
:In case <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow clients to pay full price</span> is enabled(default state) and deposit amount is indicated per service/class the clients will have a choice to pay either full price or deposit at checkout.
 +
[[File:Accept deposits setting.png|border| center]]
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<br><br>
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:3. To set deposits per your services please either go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services(Classes)</span> or use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> button near this custom feature title.
 +
[[File:Accept deposits go to service management.png |border|center]]
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<br><br>
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:4. Click on the service/class name for the desired item to open <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service/Class details</span> tab and move <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable deposit</span> switcher to the active position.
 +
[[File:Enable deposit per service.png |boredr|center]]
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<br><br>
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:5. Indicate the amount you would like to receive as a deposit for this item in the corresponding box(it should be less than actual price, but more than 0) and save settings.
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[[File:Set deposit per service.png |boredr|center]]
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<br><br>
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:6. After you save all the settings the services will have two prices displayed on the booking site: full amount and deposit.
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[[File:Deposit booking page view.png |border|center]]
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<br><br>
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:7. When the clients pay the deposit amount online to confirm their booking two orders/invoices will be created in the system: one for the deposit and the second for the rest amount<br>
 +
:(it will be shown as pending till the client pays at the place of appointment and you manually approve it).<br>
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:You can manage them in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment transactions.</span>
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[[File:Deposit booking invoices.png|border| center]]
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<br><br>
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:Or via <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Point_of_Sale_custom_feature|Point of Sale]]</span> interface:
 +
[[File:Deposit booking pos.png|border|center]]
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<br><br>
 +
------
 
=[[Accept payments custom feature |Accept Payments]]=
 
=[[Accept payments custom feature |Accept Payments]]=
 
<br>
 
<br>
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[[File:Add tax to service.png | center]]
 
[[File:Add tax to service.png | center]]
 
<br><br>
 
<br><br>
;How to set the confirmation fee, not the whole price for the service
  −
:1. Enable [[Custom_Features#Accept_Payments | Accept payments Custom Feature]] in the the Custom Features section.
  −
:2. Choose payment processor and fill in the necessary details.
  −
:3. In Manage//Services//(select the service to edit)//Service details //Price set the price of your service (the confirmation fee you want to receive). In the description of the service write full price for your clients to know.
  −
   
;Can I use other payment processor not listed in the Accept Payments Custom Feature?
 
;Can I use other payment processor not listed in the Accept Payments Custom Feature?
 
In that case please contact support and we will gladly check the possibilities of adding it to our system. Support may ask you to provide technical documentation related to this payment processor to check if there is a  possibility of such an integration.
 
In that case please contact support and we will gladly check the possibilities of adding it to our system. Support may ask you to provide technical documentation related to this payment processor to check if there is a  possibility of such an integration.
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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.
   −
=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>
[[File:Contact widget new icon.png ‎|left]]
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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>
Enable this Custom Feature if you need to add Book and Contact widget to your own website. With this Custom Feature, your clients will be able to book directly from your website and also send you a contact with detailed information.
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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>
<br><br><br>
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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>
 
;How to use
 
;How to use
:1. To switch this option on please click on "Enable" near the corresponding option on your Custom features page.
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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.
[[File:Contact widget enable path.png | center]]
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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.
 +
[[File:Reschedule booking my bookings client side.png|border|center]]
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[[File:Reschedule booking slots selection client side.png|border|center]]
 +
<br><br>
 +
<br><br>
 +
 
 +
-------
 +
 
 +
=Contact Widget=
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<br>
 +
[[File:Contact widget new icon.png ‎|left]]
 +
 
 +
Enable this Custom Feature if you need to add Book and Contact widget to your own website. With this Custom Feature, your clients will be able to book directly from your website and also send you a contact with detailed information.
 +
<br><br><br>
 +
;How to use
 +
:1. To switch this option on please click on "Enable" near the corresponding option on your Custom features page.
 +
[[File:Contact widget enable path.png | center]]
 
<br><br>
 
<br><br>
 
:2. Please choose "Settings" to set up the look of the widget and generate the necessary code.
 
:2. Please choose "Settings" to set up the look of the widget and generate the necessary code.
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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]]
+
[[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]]
  −
 
  −
 
  −
Do you wish to add automated booking functionality to your Facebook fan page? <br>Now it is possible with brand new Facebook bot custom feature.  
   
<br><br>
 
<br><br>
 
<br><br>
 
<br><br>
<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>
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'''Please note!'''
Contact support for more details.</span>
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*This feature is not compatible with Limit Bookings;
 +
*Works for the following timelines only: slots weekly, modern, weekly and daily classes, modern provider.
 
<br><br>
 
<br><br>
: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: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.
+
;How to use
[[File: Facebook bot settings path.png | center]]
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:1. Enable Display of Seats Left in your Custom Features section.
 +
[[File:Seats left enable path.png|border|center]]
 +
<br><br>
 +
:2. (optional) Enable the corresponding option to display the total of spaces along with the ones left.
 +
[[File:Seats left show total.png |border|center]]
 
<br><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>
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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]]
+
[[File:Seats left show on slots.png|border|center]]
 
<br><br>
 
<br><br>
:4. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">My Apps</span> in the upper right-hand corner and choose to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add a New App"</span>
  −
[[File:Fb create new app.png | center]]
   
<br><br>
 
<br><br>
:5. Enter a name and contact email address and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Create App ID.</span>
+
-------
[[File:Create new app id new.png | center]]
+
=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.
+
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.
  −
[[File:Fb bot add basic details.png | center]]
   
<br><br>
 
<br><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.
+
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px; font-weight: bold;">Please note!</span><br>
[[File:Fb bot products path.png | center]]
+
*<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>
:9. Scroll the page you see a little bit and click the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Set Up</span> button for the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Messenger</span> option.
  −
[[File:Fb bot messenger path.png | center]]
   
<br><br>
 
<br><br>
: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.
+
;How to add and use booking option to Facebook/Instagram business page
[[File:Fb bot token copy.png | center]]
   
<br><br>
 
<br><br>
:If you see the following error while selecting the page you may need to edit the permissions.
+
: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 error permissions.png | border|center]]
+
[[File:Facebook and insta bookings enable path.png | border| center]]
 
<br><br>
 
<br><br>
[[File:Permission steps facebook.png |border|center]]
+
:2. Login to your Facebook/Instagram business account(s) in another browser tab.
 
<br><br>
 
<br><br>
: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>
+
: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 token paste.png | center]]
+
[[File:Facebook and insta bookings settings path.png|border|center]]
 
<br><br>
 
<br><br>
:12. Click the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Setup Webhooks</span> button under the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Webhooks</span> section and enter <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Callback URL</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Verify token</span> copied from SimplyBook.me <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook Bot feature settings.</span>
+
: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.png | center]]  
+
[[File:Facebook and insta bookings settings overview.png |border|center]]
 +
<br><br>
 +
: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>
 +
:Please follow the steps 1-5 displayed below.<br>
 +
:(If you have Instagram business profile connected to your Facebook business page you will be able to connect it there as well <br>
 +
:and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book</span> button will automatically appear there)
 +
[[File:Facebook permisions setup.png|border|center]]
 +
<br><br>
 +
: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>
 +
: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 adding bookings to post.png|border|center]]
 
<br><br>
 
<br><br>
:13. Check the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">messages</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">messaging_postbacks</span> options under <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Subscription Fields.</span>
  −
[[File:Fb bot setup webhooks step 2.png | center]]
   
<br><br>
 
<br><br>
: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>
[[File:Fb bot submission step 1.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)
+
;How to remove Book button from Facebook/Instagram pages
[[File:Fb but submit for review.png | center]]
   
<br><br>
 
<br><br>
:17. Submit your app for review.
+
:1. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook & Instagram Bookings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> on SimplyBook.me side.
[[File:Fb bot submission step 3.png | center]]
+
[[File:Facebook and insta bookings settings path.png|boredr|center]]
 
<br><br>
 
<br><br>
:18. You can also make your app live for approved users to test.
+
:2. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Logout</span> at the top of the page.
:It will become available to all your page visitors after Facebook approval.
+
[[File:Facebook logout.png|border|center]]
[[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.
+
: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.
:Here you can see how approved request will look like<br>
+
[[File:Facebook remove simplybook.png|border|center]]
[[File:Bot approved.png | center]]
   
<br><br>
 
<br><br>
-------
+
;How to add and use booking option on Instagram only
 
  −
=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. Open your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Instagram</span> mobile application and login to your business page.
:1. Enable this option on your Custom features page.
  −
[[File:Facebook client info enable path.png | center]]
   
<br><br>
 
<br><br>
:2. And the clients will be able to log in with their Facebook profiles on the booking site.
+
:2. Navigate to your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">profile</span> and select to edit it.
[[File:Facebook client info client view.png | center]]
  −
[[File:Facebook client info client view logged.png | center]]
   
<br><br>
 
<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]]
=Flexible Notifications=
  −
<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>
  −
;How to use
  −
:1. Go to Custom Features//Booking related section and find Flexible Notifications Custom Feature//press "enable".
  −
[[File:Flexible notifications enable path.png | center]]
   
<br><br>
 
<br><br>
:2. Click on "Settings" near this feature.
+
;How to remove Book option from Instagram business page
[[File:Flexible notifications settings path.png | center]]
   
<br><br>
 
<br><br>
:3. On the page you see press "new flexible template settings".
+
: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>
[[File:Flexible notifications create new template.png| center]]
+
: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>
:4. In the new template select services to apply to bookings and/or select providers to apply to bookings. Then select notification type to add/change template and edit the text. Please use variables on the right to include to your templates if necessary.
  −
[[File:Flexible template creation.png | center]]
   
<br><br>
 
<br><br>
 
-------
 
-------
 
+
=Facebook Bot=
=Google Adwords and Analytics=
   
<br>
 
<br>
[[File:Google analytics new icon.png‎ ‎|left]]
+
[[File:Facebook bot logo.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>
     −
 
+
Do you wish to add automated booking functionality to your Facebook fan page? <br>Now it is possible with brand new Facebook bot custom feature.  
 
+
<br><br>
;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"
+
<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:Google analytics settings path.png | center]]
+
Contact support for more details.</span>
 
<br><br>
 
<br><br>
:3. Fill in the boxes with the corresponding information.
+
: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:Google analytics settings v3.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]]
;Where to find the details
  −
:1. The '''Google analytics id''' can be found in your Google analytics accounts. <br>
  −
:Go to Analytics home, and click on "All Web Site data" in the top left corner.
  −
[[File:Analytics home.png | center]]
   
<br><br>
 
<br><br>
:2. In the pop-up you will see your Analytics ID
+
:3. Log into the <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://developers.facebook.com/ Facebook Developer Console]. </span>
[[File:Analytics id.png | center]]
+
[[File:Facebook developers login new.png | center]]
 
<br><br>
 
<br><br>
:It should be in the format: UA-XXXXXXXX-X  Where XXXXXXX-X is some number.<br>
+
: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>
:''An example of this id would be: UA-70295750-1''<br>
+
[[File:Fb create new app.png | center]]
:To start tracking visitors, you only need to set your analytics account id. <br><br>
  −
 
  −
However '''to track results of an adwords campaign''' you need to set up an adwords campaign conversion id and insert this id into the SimplyBook.me Custom Feature.
  −
:1. Sign in to your Ads account at https://ads.google.com
  −
:2. Click Tools and select Conversions
  −
[[File:Conversions path.png| center]]
   
<br><br>
 
<br><br>
:3. Click + to create conversions and select Website conversions.
+
: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:New conversion step 1.png | center]]
+
[[File:Create new app id new.png | center]]
 +
<br><br>
 +
:6. On the next page you will see scenarios. Please skip this step.
 +
[[File:Fb bot skip step.png | center]]
 +
<br><br>
 +
:7. Add all basic information about your company and bot, required links, an icon as well as GDPR related information if necessary.
 +
[[File:Fb bot add basic details.png | center]]
 
<br><br>
 
<br><br>
:4. Set up the options.
+
: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.
[[File:New conversion step 2.png | center]]
+
[[File:Fb bot products path.png | center]]
 
<br><br>
 
<br><br>
'''Google conversion value''' is the conversion value that you give to a client that hits your target. It can, for example, be set as 20 for $20 per conversion if the average price of your service is $20. We set it default to 1, which could mean $1 value per conversion but you should change this to the right value for you.
+
:9. Scroll the page you see a little bit and click the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Set Up</span> button for the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Messenger</span> option.
 +
[[File:Fb bot messenger path.png | center]]
 
<br><br>
 
<br><br>
:5. Select to insert the Tag yourself.
+
:10. Under the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Token Generation</span> section, choose one of your Facebook pages, copy the token you get.
[[File:New conversion step 3.png | center]]
+
[[File:Fb bot token copy.png | center]]
 
<br><br>
 
<br><br>
:6. Then you will see a code like this:
+
:If you see the following error while selecting the page you may need to edit the permissions.
[[File:New conversion step 4.png | center]]
+
[[File:Fb bot error permissions.png | border|center]]
 
<br><br>
 
<br><br>
 
+
[[File:Permission steps facebook.png |border|center]]
<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>
  −
[[File:Add conversion details to sbm.png | center]]
   
<br><br>
 
<br><br>
 
+
: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:Fb bot token paste.png | center]]
=Google Authenticator=
  −
<br>
  −
 
  −
[[File:Google authenticator.png |left]] <br> Add security to your account. You can use a 2-step authentication when logging into your account preventing unauthorized access. Upon entering password, you'll be asked to insert 6-digit login code from your Google authenticator or a 3rd party app.<br>
  −
You can use this custom feature with or without HIPAA feature depending on your needs and business requirements.
   
<br><br>
 
<br><br>
:'''Please note!''' In case you have this feature enabled our support agents will not be able to access your account settings.
+
: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>
:As well it will not be possible to connect the account to [[Custom_Features#Zapier_Connector | Zapier]].
+
[[File:Fb bot setup webhooks.png | center]]  
<br>
  −
 
  −
'''How to use it as admin user'''
  −
<br>
  −
:1. Open “Custom features” page using left-side menu of your admin interface and find “Data Protection” section. Just click on “Enable” near “Google authenticator”
  −
[[File:Google authenticator enable path.png | center]]
   
<br><br>
 
<br><br>
:2. To set 2-step authentication please go to Manage//Users using left-side menu or click on “Settings”//”Set up 2-step authentication” near this custom feature.
+
: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:Google authenticator settings path.png | center]]
+
[[File:Fb bot setup webhooks step 2.png | center]]
 +
<br><br>
 +
: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>
:3. On Manage//Users page click on “+” and create all desired system users to be able to connect each to 2-step authentication.
+
[[File:Fb bot submission step 1.png | center]]
[[File:Create users.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.
+
:16. Complete the steps you see in the pop-up.(the steps may be changed by Facebook with time)
[[File: Ga application links.png | center]]
+
[[File:Fb but submit for review.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.
+
:17. Submit your app for review.
[[File:Connect ga to user v3.png | center]]
+
[[File:Fb bot submission step 3.png | center]]
 
<br><br>
 
<br><br>
:6. All done! This user can now log in in more secure way!
+
: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>
:Login process will look like as follows:
+
:19. It may take some time for Facebook to approve your application and your clients will be able to book using the chat bot.
:- open Simplybook.me site or direct link as companyname.simplybook.me<br>
+
:Here you can see how approved request will look like<br>
:- fill in all necessary details and password<br>
+
[[File:Bot approved.png | center]]
:- enter 6-digits code from Google Authenticator feature
  −
[[File:2-step authentication pop-up.png | center]]
   
<br><br>
 
<br><br>
 +
-------
    +
=Facebook Client Info=
 +
<br>
 +
[[File:Facebook client info new icon.png ‎|left]]
   −
''If you plan to allow your employees to be able to connect themselves please create them as users beforehand and allow them to login without 2-step authentication in Custom features//Google authenticator//Settings//Settings.''
+
The Facebook Custom Feature will simplify your life and your customer's life. They can log in and make appointments with their Facebook profile. You can thereby also see their Facebook profile photo in the dashboard, allowing you to recognise them when they walk through the door. Please note, that services may be visible on his/her timeline.
[[File:Allow to log in without 2step auth.png | center]]
+
<br><br>
 +
;How to use
 +
:1. Enable this option on your Custom features page.
 +
[[File:Facebook client info enable path.png | center]]
 +
<br><br>
 +
:2. And the clients will be able to log in with their Facebook profiles on the booking site.
 +
[[File:Facebook client info client view.png | center]]
 +
[[File:Facebook client info client view logged.png | center]]
 
<br><br>
 
<br><br>
 +
-------
   −
 
+
=Flexible Notifications=
'''How to connect Google Authenticator if you are a user'''
   
<br>
 
<br>
:1. Google Authenticator custom feature should be previously enabled by admin as described above.
+
[[File:Flexible notifications new icon.png| left]]
   −
:2. Open “Welcome” page using left-side menu and scan the code to download the application if you have not done this before.
+
The Flexible Notifications Custom Feature allows you to customize messages per service, per provider or using a combination of services and providers. It means that certain service can have a message different from the general outgoing reminder message for other services. A certain provider may also want to include different instructions for clients who book a certain service. The Flexible Notifications Custom Feature gives you all the flexibility that you may need in such instances!
[[File:Connect ga as user v3 get the app.png | center]]
   
<br><br>
 
<br><br>
:3. Click on “Connect/Change” link, scan the code, enter the code you get and save settings.
+
 
[[File:Connect ga as user v3.png | center]]
+
;How to use
 +
:1. Go to Custom Features//Booking related section and find Flexible Notifications Custom Feature//press "enable".
 +
[[File:Flexible notifications enable path.png | center]]
 
<br><br>
 
<br><br>
:4. From now you will login in more secure way!
+
:2. Click on "Settings" near this feature.
 +
[[File:Flexible notifications settings path.png | center]]
 +
<br><br>
 +
:3. On the page you see press "new flexible template settings".
 +
[[File:Flexible notifications create new template.png| center]]
 
<br><br>
 
<br><br>
:Login process will look like as follows:
+
: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.
:- open Simplybook.me site or direct link as https://companyname.simplybook.me<br>
+
[[File:Flexible template creation.png | center]]
:- fill in all necessary details and password<br>
  −
:- enter 6-digits code from Google Authenticator feature
   
<br><br>
 
<br><br>
---------
+
-------
=[[Google_Business_custom_feature|Google Business]]=
+
 
[[File:Google business icon.png | left]] <br><br> Easily increase your business visibility on the Internet via the Google My Business feature. It does not cost anything but increases visibility in search as well as makes your business visible on Google maps.
+
=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>
   −
<br><br>
     −
;How to use:
     −
:1. Enable this custom feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page.
+
;How to use
[[File:Google business enable path.png | border| center]]
+
:1. Enable "Google Adwords and Analytics" feature on your Custom Features page.
 +
[[File:Google analytics enable path.png | center]]
 
<br><br>
 
<br><br>
: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.
+
:2. Choose "Settings"
[[File:Google business settings path.png | border| center]]
+
[[File:Google analytics settings path.png | center]]
 
<br><br>
 
<br><br>
[[File:Google business account.png|border| center]]
+
:3. Fill in the boxes with the corresponding information.
 +
[[File:Google analytics settings v3.png | center]]
 
<br><br>
 
<br><br>
:3. Give the necessary permissions so that it will be possible to see and edit your location(s) in SimplyBook.me.
+
 
 +
 
 +
;Where to find the details
 +
:1. The '''Google analytics id''' can be found in your Google analytics accounts. <br>
 +
:Go to Analytics home, and click on "All Web Site data" in the top left corner.
 +
[[File:Analytics home.png | center]]
 
<br><br>
 
<br><br>
:4. If you already have some locations in Google Business you will be able to see them on the left side of the page.
+
:2. In the pop-up you will see your Analytics ID
[[File:Google business locations.png | center]]
+
[[File:Analytics id.png | center]]
 
<br><br>
 
<br><br>
:5. Just click on one of them if you need to make some edits and enable the option <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Update address in the profile</span>, make the necessary changes and re-save the location for the information to be updated on Google side
+
:It should be in the format: UA-XXXXXXXX-X  Where XXXXXXX-X is some number.<br>
[[File:Google business update address.png | center]]
+
:''An example of this id would be:  UA-70295750-1''<br>
 +
:To start tracking visitors, you only need to set your analytics account id. <br><br>
 +
 
 +
However '''to track results of an adwords campaign''' you need to set up an adwords campaign conversion id and insert this id into the SimplyBook.me Custom Feature.
 +
:1. Sign in to your Ads account at https://ads.google.com
 +
:2. Click Tools and select Conversions
 +
[[File:Conversions path.png| center]]
 
<br><br>
 
<br><br>
:or choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> option to add a new business address.
+
:3. Click + to create conversions and select Website conversions.
[[File:Google business add location.png | border| center]]
+
[[File:New conversion step 1.png | center]]
 
<br><br>
 
<br><br>
:6. After you have added the address, click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Save and Close</span> and you will have the possibility to proceed to the business location verification on Google side(it may take some time). <br>
+
:4. Set up the options.
: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>
+
[[File:New conversion step 2.png | center]]
:As soon as your location is verified by Google(you will see the verification process steps while following Google instuctions) your business will appear in search and on Google Maps.
  −
[[File:Google business verify link.png | border| center]]
   
<br><br>
 
<br><br>
:7. When you save the location the following information is passed to Google about your company:
+
'''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.
:*business location title;
  −
:*company working hours;
  −
:*company phone number;
  −
:*booking site link;
  −
:*business category(as Google categories differ the best matching one will be found).
  −
[[File:Google business location info.png |border| center]]
   
<br><br>
 
<br><br>
:<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>
+
:5. Select to insert the Tag yourself.
 +
[[File:New conversion step 3.png | center]]
 
<br><br>
 
<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).
+
:6. Then you will see a code like this:
[[File:Google business edit on google side.png |border| center]]
+
[[File:New conversion step 4.png | 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>
    +
<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>
 +
[[File:Add conversion details to sbm.png | center]]
 +
<br><br>
   −
---------
+
-------
=Google Tag Manager=
+
=Google Authenticator=
 
+
<br>
[[File:Google tag manager icon.png | left]] <br>This feature allows to manage tracking and marketing optimization JavaScript tags on your site. You can add and update AdWords, Google Analytics, Floodlight, and non-Google tags.
+
 
 +
[[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>
;How to use
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
: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]
+
:'''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>
:3.  Create a new container and set it up.
+
 
 +
'''How to use it as admin user'''
 
<br>
 
<br>
:4. Click on “Settings” near Google Tag manager on simplybook.me custom features page.
+
: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 tag manager settings path.png | center]]
+
[[File:Google auth enable path free.png | center]]
 
<br><br>
 
<br><br>
:5. Insert the container ID on the page you see.
+
: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 tag manager settings v3.png | center]]
+
[[File:Google auth settings path free.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.
=Google Translate=
+
[[File:Create users.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>
;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. To enable this option navigate to Custom Features//Adding more to the Booking Website.
+
[[File: Ga application links.png | center]]
[[File: Google translate enable path.png |center]]
   
<br><br>
 
<br><br>
:2. To access available options for this functionality click on "Settings" button.
+
: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:Google translate settings path.png| center]]
+
[[File:Connect ga to user v3.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.
+
:6. All done! This user can now log in in more secure way!
[[File:Google translate options settings.png | center]]
   
<br><br>
 
<br><br>
:4. Select the view mode to your taste.
+
:Login process will look like as follows:
[[File:Select view mode for google translate.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>
: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>
+
''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.''
One more translation possibility using third-party service [http://appointmentschedulingnews.com/perfect-translation-in-any-language-for-your-website here]
+
[[File:Allow to log in without 2step auth.png | center]]
 
<br><br>
 
<br><br>
--------
        −
 
+
'''How to connect Google Authenticator if you are a user'''
 
  −
=Group Bookings=
   
<br>
 
<br>
[[File:Group booking new icon.png ‎|left]]
+
:1. Google Authenticator custom feature should be previously enabled by admin as described above.
   −
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.
+
:2. Open “Welcome” page using left-side menu and scan the code to download the application if you have not done this before.
 +
[[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. Make sure that the Service provider is set able to accept X many clients at same time(or more depending on your needs). For this go Manage//Providers//select necessary provider//Service provider details//How many clients can this provider serve at same time? and set the X number of clients.
  −
[[File:Number of clients per provider.png | center]]
   
<br><br>
 
<br><br>
:2. Activate Group Bookings custom feature on your Custom features page
+
:4. From now you will login in more secure way!
[[File:Group bookings enable path.png | center]]
   
<br><br>
 
<br><br>
:3. Go to its settings("Notifications" button)
+
:Login process will look like as follows:
[[File:Group bookings settings path.png | center]]
+
:- open Simplybook.me site or direct link as https://companyname.simplybook.me<br>
 +
:- fill in all necessary details and password<br>
 +
:- enter 6-digits code from Google Authenticator feature
 
<br><br>
 
<br><br>
: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:Group bookings settings v3.png | center]]
+
=[[Google_Business_custom_feature|Google Business]]=
<br><br>
+
[[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.
'''How will it look like on the booking page:'''
+
 
<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).
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
[[File:Group bookings client view.png ‎| center]]
   
<br><br>
 
<br><br>
   −
-------
+
;How to use:
   −
=HIPAA=
+
:1. Enable this custom feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page.
<br>
+
[[File:Google business enable path.png | border| center]]
[[File:Hipaa new icon.png |left]]
  −
<br>
  −
Available with Standard and Premium(former Gold and Platinum) subscriptions.
   
<br><br>
 
<br><br>
The personal information custom feature is designed to help [https://simplybook.me SimplyBook.me] users to protect their client's and patient's data. It does not replace user's own security procedures but enhances [https://simplybook.me SimplyBook.me] data security by using double authentication during login process for all users who access the system (users need to register their mobile phone number to receive authentication code SMS(you need SMS credits for this) or connect [[Custom_Features#Google_Authenticator | Google Authenticator]] using corresponding custom feature). This custom feature includes a “Timeout” setting which automatically logs user out to reduce the risk of unauthorized users accessing the system.<br>
+
:2. 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.
The system blocks all access for [https://simplybook.me SimplyBook] support personnel further reducing access by unrelated people to the system. It is possible to further reduce exposure of personal information to unauthorized people by using the [[Custom_Features#Clean_History | Clean History custom feature]]. This way old data gets deleted and is therefore not accessible. <br><br>
+
[[File:Google business settings path.png | border| center]]
'''Please note!'''
  −
*This custom feature does NOT replace the [https://simplybook.me SimplyBook.me] user's own security controls which also need to be in place for client and patient data protection. Please refer to relevant documentation in your country and get assistance from qualified advisors in the field of client/patient data protection.
  −
*[service] and [client] variables in notification templates do not work when this Custom Feature is enabled due to security reasons.
  −
*It is not possible to connect the account to [[Custom_Features#Zapier_Connector | Zapier]] if you are using HIPAA feature.
   
<br><br>
 
<br><br>
;How to use
+
[[File:Google business account.png|border| center]]
: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 to set timeout period and email address to be notified about new log ins.
+
:3. Give the necessary permissions so that it will be possible to see and edit your location(s) in SimplyBook.me.
[[File:Hipaa settings path.png | center]]
   
<br><br>
 
<br><br>
[[File:Hipaa settings v3.png | center]]
+
:4. If you already have some locations in Google Business you will be able to see them on the left side of the page.
 +
[[File:Google business locations.png | center]]
 
<br><br>
 
<br><br>
:3. Validate main admin phone number.
+
:5. Just click on one of them if you need to make some edits and enable the option <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Update address in the profile</span>, make the necessary changes and re-save the location for the information to be updated on Google side
 +
[[File:Google business update address.png | center]]
 
<br><br>
 
<br><br>
;How to validate phone number
+
:or choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> option to add a new business address.
 
+
[[File:Google business add location.png | border| center]]
: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>
 
<br><br>
:3. You will receive sms with the code, enter the code into the "Validation code" field and press "Confirm the check-code".
+
: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>
[[File:Hipaa confirm code.png|center]]
+
:You can also close the pop-up and get back to the verification step later(there will be <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Verify now</span> button for each saved and synced business location). <br>
 +
:As soon as your location is verified by Google(you will see the verification process steps while following Google instuctions) your business will appear in search and on Google Maps.
 +
[[File:Google business verify link.png | border| center]]
 
<br><br>
 
<br><br>
:4. Get a success message that the code is confirmed.
+
:7. When you save the location the following information is passed to Google about your company:
[[File:Hipaa validated number.png | center]]
+
:*business location title;
 +
:*company working hours;
 +
:*company phone number;
 +
:*booking site link;
 +
:*business category(as Google categories differ the best matching one will be found).
 +
[[File:Google business location info.png |border| center]]
 +
<br><br>
 +
:<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>
 
<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]]
=HTML Description Field for Events=
  −
<br>
  −
[[File:Html description new icon.png  ‎|left]]
  −
 
  −
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.
  −
<br><br><br>
  −
;How to use
  −
:1. Enable this functionalitty on your Custom Features page.
  −
[[File:Html description filed enable path.png | center]]
   
<br><br>
 
<br><br>
:2. Go to Manage section using left-side menu and select Services/Providers/Classes/Memberships/Products for sale depending on which item do you wish to add/edit description to. <br>
+
: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.
:Select the item and the first tab with name and details. <br>
+
[[File:Google business delete on google side.png |border|center]]
:Edit description and save settings
  −
[[File:Html description field settings.png | center]]
   
<br><br>
 
<br><br>
   −
--------
+
===Reserve with Google===
 
+
<br><br>
=Import Clients=
+
:'''<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Please note!:</span>'''
[[File:Import clients icon.png | left]] <br>Use this feature if you need to add the list of clients to your system with just several clicks. Simply upload a CSV file containing your clients data, then select headers for corresponding columns, and you will have an updated list of clients in your client register.  
+
*<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>
 
<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.
+
;How to use:
<br>
+
: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>
:'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).<br>
+
[[File:Reserve with google resave locations.png|border|center]]
:It is only possible to import 500 clients by default. If you need to import more please contact support for details.
   
<br><br>
 
<br><br>
'''How to use this option:'''
+
: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.
:1. Enable "Import Clients" custom feature on your Custom features page:
+
[[File:Reserve with google turn sync on.png|border|center]]
[[File:Import clients enable path.png | center]]
   
<br><br>
 
<br><br>
:2. Prepare your Excel file.  
+
: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>
:- No text above the list of clients should be written
+
:<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>
:- Make sure all cells are correctly displayed
+
:<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>
:- Save file in .csv format with comma separation.
+
[[File:Reserve with google connect location.png|border|center]]
 
<br><br>
 
<br><br>
:3. Go to Manage//Clients//Import from CSV or simply click on "Settings" near this custom feature.  
+
: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.
[[ File:Import clients file upload path.png | center]]
+
: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>
:4. Press "Choose file" and select the prepared file.
  −
[[File:Import clients file upload step1.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".
+
 
[[File: Import clients assigning column headers.png | center]]
+
---------
 +
=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>
 
<br><br>
:6. Press "Confirm clients import".  
+
;How to use
:''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''
+
:1. Enable Google Tag Manager custom feature in your Custom features section.
 +
[[File:Google tag manager enable path.png | center]]
 
<br><br>
 
<br><br>
;If you can't import clients, please check the possible reasons:
+
:2. Sign up for a [https://tagmanager.google.com/#/home Google tag manager site]
:1. Format of .csv file is incorrect. It should be saved in .csv with comma or tab separation.<br/>
+
<br>
:2. There is some text above the data or unnecessary columns that prevent successful import. Please delete the text.<br/>
+
:3.  Create a new container and set it up.
:3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.
+
<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.
 
+
[[File:Google tag manager settings v3.png | center]]
=Insights=
  −
<br>
  −
[[File:Insights new icon.png ‎|left]]
  −
 
  −
This Custom Feature creates a variety of charts with key performance indicators in your new financial dashboard.
  −
 
  −
Providers availability, total bookings, payment per provider etc
  −
<br><br><br>
  −
;How to use
  −
:1. Enable Insights on your Custom features page.
  −
[[File:Insights enable path.png | center]]
   
<br><br>
 
<br><br>
:2. Navigate to Dashboard or Reports//Insights to check the graphs and charts.
+
---------
[[File:Dashboard chart example.png | center]]
+
=Google Translate=
 +
[[File:Google translate.png | left]] <br>Need to show your booking website in several languages for your clients' convenience? Now we have Google Translate custom feature that makes is possible. It allows you to add Google Translate’s automatic translation to your booking website and each client will be able to choose the language convenient for them.
 
<br><br>
 
<br><br>
-------
+
;How to use
=Instagram Photo Sharing=
+
:1. To enable this option navigate to Custom Features//Adding more to the Booking Website.
<br>
+
[[File: Google translate enable path.png |center]]
[[File:Social gallery.png | left]]<br>
+
<br><br>
Enable the Instagram photo sharing feature and show automatically your photos on the booking site to make it more a live and fun for your visitors. Take photos with your Instagram app and show the results on your booking page.
+
:2. To access available options for this functionality click on "Settings" button.
 +
[[File:Google translate settings path.png| center]]
 
<br><br>
 
<br><br>
'''How to use:'''
+
:3. Check the boxes with languages you wish your clients to be able to choose on the booking website.
<br>
+
[[File:Google translate options settings.png | center]]
:1. To enable this custom feature please go to Custom features page and click on “Enable” near “Instagram photo sharing” option.
  −
[[File:Instagram photo sharing enable path.png | center]]
   
<br><br>
 
<br><br>
:2. Then please choose “Settings” near this custom feature
+
:4. Select the view mode to your taste.
[[File:Instagram photo sharing settings path.png | center]]
+
[[File:Select view mode for google translate.png | center]]
 
<br><br>
 
<br><br>
:3. You will get to the page where you will be able to connect your Instagram account.
+
:5. Save settings. Everything is ready to use! Here is how it can look like on your booking page using one of the themes.
:Just click on “Authorization”, fill in your Instagram username and password.<br>
+
[[File:Google translate booking page view1.png | center]]
[[File:Instagram photo sharing settings v3.png| center ]] [[File:Instagram login.png | center]]
   
<br><br>
 
<br><br>
:4. If you have many posts within your Instagram account you can set how many images to display per page.
+
One more translation possibility using third-party service [http://appointmentschedulingnews.com/perfect-translation-in-any-language-for-your-website here]
[[File:Instagram number of images per page.png | center]]
   
<br><br>
 
<br><br>
You have it set now and your Instagram images will be displayed on separate tab on the booking site.
+
--------
[[File:Instagram on booking page.png | center]]
+
 
 +
 
   −
<br><br>
  −
'''Please note!'''
  −
<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.
  −
[[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>
  −
-------
     −
=Intake Forms=
+
=Group Bookings=
<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: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>
 
<br><br>
:2. Go to its settings or to Manage//Intake forms page.
+
:2. Activate Group Bookings custom feature on your Custom features page
[[File:Intake forms settings path.png | center]]
+
[[File:Group bookings enable path.png | center]]
 
<br><br>
 
<br><br>
:3. Press "+" button in the settings of Custom Feature to create a new form.
+
:3. Go to its settings("Notifications" button)
[[File:Create new intake form v3.png | center]]
+
[[File:Group bookings settings path.png | center]]
 
<br><br>
 
<br><br>
:4. In the field "Question title" write the question you want your clients to answer. For example: Age, preferences, Do you have any health problems?, etc.
+
: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.
:5. Choose the field type:
+
[[File:Group bookings settings v3.png | center]]
:'''digits only''' - allows entering only numbers. Useful when you need to know the age, height or any other information that will require only digits.
  −
:'''single line''' - usually used for short answers
  −
:'''multiple lines''' - use this type of filed if you expect lengthy explanations from your clients
  −
:'''checkbox''' - creates a checkbox that clients should either check or leave unchecked. Useful for questions that require binary answer, for example "I will need additional services".
  −
:'''dropdown selection''' - creates a drop-down list with the ability to choose only 1 option. In order to create this field, you will need to create a list of values in the section "Dropdown options and default option". Also you can select the Default value that will be assigned if nothing is chosen from the list.
  −
:'''date''' - creates date selection option with calendar
  −
[[File:Intake forms fields types.png |center]]
   
<br><br>
 
<br><br>
:6. Make it rather obligatory or not with the help of "optional" switcher.
+
'''How will it look like on the booking page:'''
:7. If you wish to relate form with certain services, choose "Services, attached to this field" tab and check the boxes near corresponding services.
+
<br>
[[File:Attach intake form to services.png| center]]
+
: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).
<br><br>
+
[[File:Group bookings client view.png | center]]
: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.  
+
<br><br>
Each of providers is set up to serve 1 person at a time and totally, 2 people can book service at 10.00.  
+
The personal information custom feature is designed to help [https://simplybook.me SimplyBook.me] users to protect their client's and patient's data. It does not replace user's own security procedures but enhances [https://simplybook.me SimplyBook.me] data security by using double authentication during login process for all users who access the system (users need to register their mobile phone number to receive authentication code SMS(you need SMS credits for this) or connect [[Custom_Features#Google_Authenticator | Google Authenticator]] using corresponding custom feature). This custom feature includes a “Timeout” setting which automatically logs user out to reduce the risk of unauthorized users accessing the system.<br>
But you need to limit that number to 1 person, because only 1 room is available.
+
The system blocks all access for [https://simplybook.me SimplyBook] support personnel further reducing access by unrelated people to the system. It is possible to further reduce exposure of personal information to unauthorized people by using the [[Custom_Features#Clean_History | Clean History custom feature]]. This way old data gets deleted and is therefore not accessible. <br><br>
You need to enable Limit Bookings Custom Feature and set it to 1.  
+
'''Please note!'''
In such way, when someone books 10.00, this time will be closed for another provider.</pre>
+
*This custom feature does NOT replace the [https://simplybook.me SimplyBook.me] user's own security controls which also need to be in place for client and patient data protection. Please refer to relevant documentation in your country and get assistance from qualified advisors in the field of client/patient data protection.
 +
*[service] and [client] variables in notification templates do not work when this Custom Feature is enabled due to security reasons.
 +
*It is not possible to connect the account to [[Custom_Features#Zapier_Connector | Zapier]] if you are using HIPAA feature.
 
<br><br>
 
<br><br>
 
;How to use
 
;How to use
:1. Enable this custom feature on your Custom Features page.
+
:1. Enable HIPAA features on your Custom Features page.
[[File:Limit bookings enable path.png | center]]
+
:''When you enable this feature [[Custom_Features#SSL| SSL custom feature]] and [[Custom_Features#Google_Authenticator | Google Authenticator]] will be enabled as well to add security to client side.''
 +
[[File:Hipaa enable path.png | center]]
 
<br><br>
 
<br><br>
:2. Go to its settings if you need to limit number of bookings at a time for the whole system.
+
:2. Go to its settings to set timeout period and email address to be notified about new log ins.
[[File:Limit bookings settings path.png | center]]
+
[[File:Hipaa settings path.png | center]]
 
<br><br>
 
<br><br>
:3. Indicate the necessary amount in the corresponding box.
+
[[File:Hipaa settings v3.png | center]]
[[File:Limit bookings system limit v3.png | center]]
   
<br><br>
 
<br><br>
:4. If you need to set the limit for certain service please navigate to Manage//Services(Classes) page, choose More options tab and set the desired number per service/class.
+
:3. Validate main admin phone number.
[[File:Limit bookings per service v3.png | center]]
   
<br><br>
 
<br><br>
 +
;How to validate phone number
    +
:1. After you enabled HIPAA Custom Feature press "validate admin phone number" in alert message you see at the top of your admin page.
    +
:2. You will be transferred to Manage//Users page. Select main admin user, insert the phone and press "Generate a check-code to validate phone".
 +
[[File:Hipaa validate phone v3.png | center]]
 +
<br><br>
 +
:3. You will receive sms with the code, enter the code into the "Validation code" field and press "Confirm the check-code".
 +
[[File:Hipaa confirm code.png|center]]
 +
<br><br>
 +
:4. Get a success message that the code is confirmed.
 +
[[File:Hipaa validated number.png | center]]
 +
<br><br>
 
-------
 
-------
   −
 
+
=HTML Description Field for Events=
=Membership=
   
<br>
 
<br>
[[File:Membership new icon.png | left]]
+
[[File:Html description new icon.png |left]]
   −
This Custom feature allows you to have services that only members can book provided they have active paid membership. This can be applied to a selection or all services, only classes or similar.
+
Allows inserting HTML formatting (background and font color, bold, italic, underline, alignment and other HTML elements) for Service, Service Providers, Locations and Categories description fields.
[http://appointmentschedulingnews.com/membership-booking-software-feature-in-simplybook-me/ Here] you can check more cases when Membership can be useful.
+
<br><br><br>
 +
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 
<br><br>
 
<br><br>
[https://www.youtube.com/watch?v=sZXgGX7xoC0&feature=youtu.be Here] you can see video tutorial how to set it up.
+
;How to use
 
+
:1. Enable this functionalitty on your Custom Features page.
<br>
+
[[File:Html enable path free.png | center]]
'''Please note!''' This feature is not compatible with [[Custom_Features#Clean_History | Clean History]] and does not work with mobile apps.
   
<br><br>
 
<br><br>
:'''How to enable Membership custom feature'''
+
:2. Go to Manage section using left-side menu and select Services/Providers/Classes/Memberships/Products for sale depending on which item do you wish to add/edit description to. <br>
To enable this option please go to Custom Features section in your admin interface, find “Membership” and click on enable near it.  
+
:Select the item and the first tab with name and details. <br>
<br>
+
:Edit description and save settings
[[File:Membership enable path.png | center]]
+
[[File:Html description field settings.png | center]]
 
<br><br>
 
<br><br>
'''Please note!''' [[Custom_Features#Client_Login | Client login]] and [[Custom_Features#Accept_Payments | Accept payments]] custom features will be automatically enabled as well.
      +
--------
 +
 +
=Import Clients=
 +
[[File:Import clients icon.png | left]] <br>Use this feature if you need to add the list of clients to your system with just several clicks. Simply upload a CSV file containing your clients data, then select headers for corresponding columns, and you will have an updated list of clients in your client register.
 
<br>
 
<br>
:'''How to create Membership'''
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
After you have enabled this Custom Feature you can go to Manage//Memberships and click  on “+” icon to create new membership.  In “Membership details” tab you will be able to set membership title, image, its duration, number of sessions included and price.
  −
<br>
  −
[[File:Create new membership v3.png | center]]
   
<br><br>
 
<br><br>
It is possible to set different First payment and Recurring prices if you wish, for example, to suggest lower price to regular customers.  
+
:'''Attention!''' It is forbidden to import a client list with emails and client information where the clients have not specifically granted you the right to do so.
 
<br>
 
<br>
[[File:Membership price1.png| center]]
+
:'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).<br>
 +
:It is only possible to import 500 clients by default. If you need to import more please contact support for details.
 
<br><br>
 
<br><br>
'''Please note!''' Recurring membership payments can work with Stripe payment processor only.
+
'''How to use this option:'''
 +
:1. Enable "Import Clients" custom feature on your Custom features page:
 +
[[File:Import clients enable path free.png | center]]
 
<br><br>
 
<br><br>
You can set price only for membership here and zero price for service(in Manage//Services//Service details//Price) connected to this membership(for gyms for example) or you can set prices for both Membership and Service, it will allow your clients who purchased membership book a service at a lower price.
+
:2. Prepare your Excel file.  
 
+
:- No text above the list of clients should be written
<br>
+
:- Make sure all cells are correctly displayed
:'''How to add service to Membership'''
+
:- Save file in .csv format with comma separation.
In “Services, attached to this membership” tab you will be able to check the boxes with services you wish to be attached to this Membership. It will be possible to book this service only if a client has purchased this Membership.
  −
<br>
  −
[[File:Attach services to membership.png | center]]
   
<br><br>
 
<br><br>
You have to add at least one service to membership to make it working.
+
:3. Go to Manage//Clients//Import from CSV or simply click on "Settings" near this custom feature.  
 
+
[[ File:Import clients file upload path.png | center]]
<br>
  −
:'''Where will be Memberships displayed on the booking page'''
  −
After you enable this custom feature Membership tab will appear on the booking page.
  −
<br>
  −
[[File:Membership tab.png | center]]
   
<br><br>
 
<br><br>
As well if clients click on the service related to membership but have not purchased it yet they will get a pop-up suggesting to purchase it. If they agree they will be redirected to Memberships page.
+
:4. Press "Choose file" and select the prepared file.
<br>
+
[[File:Import clients file upload step1.png | center]]
[[File:Membership confirm.png | center]]
   
<br><br>
 
<br><br>
 
+
:5. Assign values to the columns from drop-down lists in the upper bar (above each column, marked with black arrows). Assign "name", "email" and "phone".
<br>
+
[[File: Import clients assigning column headers.png | center]]
:'''Where can i check payments my clients made for memberships'''
  −
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>
 
+
:6. Press "Confirm clients import".
:'''How will be my clients notified about purchase/renewal'''
+
:''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''
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.
+
;If you can't import clients, please check the possible reasons:
<br><br>
+
:1. Format of .csv file is incorrect. It should be saved in .csv with comma or tab separation.<br/>
:'''How to add membership to client from admin side'''
+
:2. There is some text above the data or unnecessary columns that prevent successful import. Please delete the text.<br/>
If your client has paid you in cash or you just wish to give somebody free membership please go to Manege//Clients page,
+
:3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.
click on "Edit" near necessary client there.  
+
<br><br>
[[File:Attach membership from admin side v3.png | center]]
+
--------
 +
 
 +
=Insights=
 +
<br>
 +
[[File:Insights new icon.png ‎|left]]
 +
 
 +
This Custom Feature creates a variety of charts with key performance indicators in your new financial dashboard.
 +
 
 +
Providers availability, total bookings, payment per provider etc
 +
<br><br><br>
 +
;How to use
 +
:1. Enable Insights on your Custom features page.
 +
[[File:Insights enable path.png | center]]
 +
<br><br>
 +
:2. Navigate to Dashboard or Reports//Insights to check the graphs and charts.
 +
[[File:Dashboard chart example.png  | center]]
 +
<br><br>
 +
-------
 +
=Instagram Photo Sharing=
 +
<br>
 +
[[File:Social gallery.png | left]]<br>
 +
Enable the Instagram photo sharing feature and show automatically your photos on the booking site to make it more a live and fun for your visitors. Take photos with your Instagram app and show the results on your booking page.
 +
<br><br>
 +
'''How to use:'''
 +
<br>
 +
:1. To enable this custom feature please go to Custom features page and click on “Enable” near “Instagram photo sharing” option.
 +
[[File:Instagram photo sharing enable path.png | center]]
 +
<br><br>
 +
:2. Then please choose “Settings” near this custom feature
 +
[[File:Instagram photo sharing settings path.png | center]]
 +
<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>
 +
[[File:Instagram photo sharing settings v3.png| center ]] [[File:Instagram login.png | center]]
 +
<br><br>
 +
:4. If you have many posts within your Instagram account you can set how many images to display per page.
 +
[[File:Instagram number of images per page.png | center]]
 +
<br><br>
 +
You have it set now and your Instagram images will be displayed on separate tab on the booking site.
 +
[[File:Instagram on booking page.png | center]]
 +
 
 +
<br><br>
 +
'''Please note!'''
 +
<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.
 +
[[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>
 +
-------
 +
 
 +
=Intake Forms=
 +
<br>
 +
[[File:Additional field new icon.png ‎|left]]
 +
<br>
 +
Intake Forms Custom Feature allows you to request more information from your clients on the booking page. You can ask several questions and they can be answered in many types of fields, such as text lines, drop-downs, text boxes etc.
 +
<br>
 +
 
 +
 
 +
;How to use
 +
:1. Enable Intake Forms Custom Feature in the Custom Feature section//Adding more to the booking page.
 +
[[File:Intake forms enable path.png | center]]
 +
<br><br>
 +
:2. Go to its settings or to Manage//Intake forms page.
 +
[[File:Intake forms settings path.png | center]]
 +
<br><br>
 +
:3. Press "+" button in the settings of Custom Feature to create a new form.
 +
[[File:Create new intake form v3.png | center]]
 +
<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.
 +
:5. Choose the field type:
 +
:'''digits only''' - allows entering only numbers. Useful when you need to know the age, height or any other information that will require only digits.
 +
:'''single line''' - usually used for short answers
 +
:'''multiple lines''' - use this type of filed if you expect lengthy explanations from your clients
 +
:'''checkbox''' - creates a checkbox that clients should either check or leave unchecked. Useful for questions that require binary answer, for example "I will need additional services".
 +
:'''dropdown selection''' - creates a drop-down list with the ability to choose only 1 option. In order to create this field, you will need to create a list of values in the section "Dropdown options and default option". Also you can select the Default value that will be assigned if nothing is chosen from the list.
 +
:'''date''' - creates date selection option with calendar
 +
[[File:Intake forms fields types.png ‎|center]]
 +
<br><br>
 +
:6. Make it rather obligatory or not with the help of "optional" switcher.
 +
:7. If you wish to relate form with certain services, choose "Services, attached to this field" tab and check the boxes near corresponding services.
 +
[[File:Attach intake form to services.png| center]]
 +
<br><br>
 +
:8. If you want to include intake form information to email templates, find the intake forms variables and add them to templates in Configuration//General Settings//Email and SMS settings//Templates.
 +
[[File:Add intake form variable to template.png | center]]
 +
<br><br>
 +
-------
 +
=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>
 +
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' This feature is not compatible with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Take_Me_Back_Home |Take me Back Home]]</span> custom feature.</span>
 +
<br><br>
 +
;How to use
 +
:1. Enable this feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Other</span> section.
 +
[[File:Kiosk enable path.png |border|center]]
 +
<br><br>
 +
:2. Select if you wish to clear client data with each new booking, set redirect time for after booking completion and in case of inactivity on the booking site on the settings side of the page.
 +
[[File:Kiosk settings overview.png|border|center]]
 +
<br><br>
 +
Save your preferences and you are done!
 +
<br><br>
 +
 
 +
-------
 +
 
 +
=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>
 +
;How to use
 +
:1. Enable this custom feature on your Custom Features page.
 +
[[File:Limit bookings enable path.png | center]]
 +
<br><br>
 +
:2. Go to its settings if you need to limit number of bookings at a time for the whole system.
 +
[[File:Limit bookings settings path.png | center]]
 +
<br><br>
 +
:3. Indicate the necessary amount in the corresponding box.
 +
[[File:Limit bookings system limit v3.png | center]]
 +
<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.
 +
[[File:Limit bookings per service v3.png | center]]
 +
<br><br>
 +
 
 +
 
 +
-------
 +
=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>
 +
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Please note:</span>
 +
*<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>
 +
 
 +
;How to use:
 +
:1. Go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SimplyBook.me admin side</span>, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">custom features</span> page and enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Line bot</span> custom feature.
 +
[[File:Line bot enable path.png | border| center]]
 +
<br><br>
 +
: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>
 +
[[File:Line create new channel-messaging api.png | border| center]]
 +
<br><br>
 +
:5. An application will be created, please click on it to get to the channel credentials.
 +
<br><br>
 +
:6. Switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SimplyBook.me admin side</span> tab with Line Bot feature settings and copy <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Callback URL</span> from there.
 +
[[File:Line bot settings view.png | border| center]]
 +
<br><br>
 +
: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.
 +
[[File:Line Add calback url.png | border|center]]
 +
<br><br>
 +
:8. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Use webhooks</span>.
 +
[[File:Line enable webhooks.png |border| center]]
 +
<br><br>
 +
: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.
 +
[[File:Line issue access token.png |border|center]]
 +
<br><br>
 +
:10. Proceed to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Using LINE@ features</span> section and disable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">auto-replies</span> according to the following example.
 +
[[File:Line disable automessages.png |border| center]]
 +
<br><br>
 +
[[File:Line autoresponse settings.png | border| center]]
 +
<br><br>
 +
: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.
 +
[[File:Line-channel id and secret.png|border | center]]
 +
<br><br>
 +
[[File:Line bot settings insert.png |border| center]]
 +
<br><br>
 +
:12. After bot is approved from the LINE side your clients will be able to book using it. In the meanwhile you can add testers or try your bot using LINE mobile app.
 +
<br><br>
 +
<br><br>
 +
 
 +
-------
 +
 
 +
=Membership=
 +
<br>
 +
[[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>
 +
 
 +
<br><br>
 +
;How to use:
 +
 
 +
: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>
 +
:8. From the client side the clients will see memberships tab on the booking site<br>
 +
: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>
 +
: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.]]
 +
<br><br>
 +
<br><br>
 +
 
 +
-------
 +
 
 +
=Multiple Bookings=
 +
<br>
 +
[[File:Multiple booking new icon.png ‎|left]]
 +
 
 +
Allows clients to book more than one service before they check-out and pay for all booking with one payment. This Custom Feature adds "Book and add more" button to the "Details" step on the booking page. This Custom Feature allows clients to book several services on different time or day of the week.
 +
<br><br><br>
 +
:'''Please note!''' "Book and add more" button will not be shown if you are using classes timeline on the booking site, if several participants are selected with [[Custom_Features#Group_Bookings | group booking]] or if the service is recurring.
 +
<br>
 +
;How to use
 +
:1. Enable Multiple bookings custom feature on your custom features page.
 +
[[File:Multiple bookings enable path.png | center]]
 +
<br><br>
 +
:2. You can edit notification templates related in the Settings("Notifications" button) section.
 +
[[File:Multiple bookings settings path.png | center]]
 +
[[File:Multiple bookings notifications.png | center]]
 +
<br><br>
 +
: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>
 +
-------
 +
 
 +
=Multiple Locations=
 +
 
 +
[[File:Unit location new icon.png ‎|left]]
 +
 
 +
 
 +
Allows creating multiple service locations and relating them with different service providers (staff members). Locations will be shown as the first step on the booking site.
 +
<br><br><br>
 +
:Here you can see the example of client view:
 +
[[File:Locations booking page view.png | center]]
 +
<br><br>
 +
;How to use
 +
1. Enable Multiple Locations custom feature in Custom Feature section//Adding more to booking website.
 +
[[File:Multiple locations enable path.png | center]]
 +
<br><br>
 +
2. Add locations either in the settings of the Custom Feature or in Manage//Service Providers//Add location.
 +
[[File:Create new location item v3.png | center ]]<br/>
 +
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>
Then select "memberships" tab in the pop-up that will appear and click on "Add new"
+
;How can I relate service to location.
[[File:Attach membership from admin side step2 v3.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:
<br><br>
+
:1. In Manage//Service Providers//Services, attached to this service provider check the boxes with services related to this provider.<br>
Choose membership from available and set the start date(end date will be calculated by the system based on the selected membership duration). Click on "Add" to save your settings.
+
:2. In Manage//Service Providers//Service provider's locations and check the boxes with location(s) provider should be related to.
[[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>
 
<br><br>
 
-------
 
-------
   −
=Multiple Bookings=
+
=News=
 
<br>
 
<br>
[[File:Multiple booking new icon.png ‎|left]]
+
[[File:News new icon.png ‎|left]]
   −
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.
+
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>
 
<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 this custom feature on your Custom Features page, Adding more to the Booking Website section.
[[File:Multiple bookings enable path.png | center]]
+
[[File:News enable path.png | center]]
 
<br><br>
 
<br><br>
:2. You can edit notification templates related in the Settings("Notifications" button) section.
+
:2. Click on "Settings" near this option.
[[File:Multiple bookings settings path.png | center]]
+
[[File:News settings path.png | center]]
[[File:Multiple bookings notifications.png | center]]
   
<br><br>
 
<br><br>
:3. Here is how it will look like on the client side in one of the themes.
+
:3. Create the posts on the page you see by clicking on "+" button.
[[File:Book and add more v3.png | center]]
+
[[File:Add new news item v3 updated.png | center]]
 
<br><br>
 
<br><br>
 
-------
 
-------
 +
=Packages=
 +
[[File:Packages icon.png | left]]
 +
With the Packages custom feature you can create a package of multiple services, or, if you also sell additional items, combine services with products, add-ons, and [[Custom_Features#Classes |classes]]. Clients can buy packages on your booking page or with Simplybook.me’s [[Custom_Features#Point_of_Sale | POS feature]]. Each package can be defined with any number of services and products, and you can set the validity to any period available. Once clients have purchased a package, they can book a service at any time paying with their package credits. They can always check how many occurrences are left within each package.
   −
=Multiple Locations=
     −
[[File:Unit location new icon.png ‎|left]]
      +
:'''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.
   −
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><br>
+
 
:Here you can see the example of client view:
+
Video tutorial available '''''[https://www.youtube.com/watch?v=aVVJ3f6pqek&feature=youtu.be here]'''''
[[File:Locations booking page view.png | center]]
   
<br><br>
 
<br><br>
 
;How to use
 
;How to use
1. Enable Multiple Locations custom feature in Custom Feature section//Adding more to booking website.
+
:1. To switch this custom feature on, please navigate to your Custom Features page, go to “Other” section and click on “Enable”
[[File:Multiple locations enable path.png | center]]
+
<nomobile>[[File:Packages enable path.png | center]]</nomobile>
 +
<mobileonly>[[File:M packages enable path.png | center]]</mobileonly>
 +
<br><br>
 +
:2. Then choose “Settings” option.
 +
<nomobile>[[File:Packages settings path.png | center]]</nomobile>
 +
<mobileonly>[[File:M packages settings path.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
2. Add locations either in the settings of the Custom Feature or in Manage//Service Providers//Add location.  
+
:3. Just click on “+” button to create a new package. The form will appear on the right side of the page.
[[File:Create new location item v3.png | center ]]<br/>
+
<nomobile>[[File:Create new package.png | center]]</nomobile>
3. Click on "Location providers" tab for corresponding location and check necessary boxes to connect service providers with location.<br/>
+
<mobileonly>[[File:M create new package.png | center]]</mobileonly>
[[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. 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.
[[File:Add location variables to templates.png | center ]] <br/><br/>
+
:'''Please note,''' it is not possible to create a package without setting a price.
:'''[location]''' - value of field "Location name"
+
<nomobile>[[File:Add new package details.png | center]]</nomobile>
:'''[location_address]''' - value of field "Location address"
+
<mobileonly>[[File:M add new package details.png | center]]</mobileonly>
:'''[location_phone]''' - value of field "Location phone"
  −
 
  −
 
  −
;How to set schedule for location?
  −
You can set individual schedule for the provider and then relate provider to the location. Thus working hours of the provider related to location will automatically apply to location.
  −
:1. To set individual schedule for provider go to Settings//Service providers//Working hours, or to Manage//Service Providers//Service providers schedule and you can set opening hours, break times, and special days for this specific employees. Just take care that opening hours of employees must be within opening hours of company.
  −
:2. To relate provider and location go to Manage//Service Providers//Service provider's locations and check the boxes with location(s) provider should be related to.
   
<br><br>
 
<br><br>
;How can I relate service to location.
+
:5. Define the validity period of the package and set the number of sets available (unlimited by default).
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:
+
<nomobile>[[File:Package duration and limit.png | center]]</nomobile>
:1. In Manage//Service Providers//Services, attached to this service provider check the boxes with services related to this provider.<br>
+
<mobileonly>[[File:M package duration and limit.png | center]]</mobileonly>
: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>
-------
+
:6. Proceed to adding services, products and add-ons to the package. You will see three corresponding sections below.
 
+
<nomobile>[[File:Package items possibilities.png | center]]</nomobile>
=News=
+
<mobileonly>[[File:M package items possibilities.png | center]]</mobileonly>
<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>
:2. Click on "Settings" near this option.
+
:7. Please select “Services” section, check the boxes with the necessary items and set the quantity that will be available for booking.  
[[File:News 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. Create the posts on the page you see by clicking on "+" button.
+
: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.  
[[File:Add new news item v3 updated.png | center]]
+
<nomobile>[[File:Add items to the package2.png | center]]</nomobile>
 +
<mobileonly>[[File:M add items to the package2.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
-------
+
: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.  
=Packages=
+
<nomobile>[[File:Autocalculate the price.png | center]]</nomobile>
[[File:Packages icon.png | left]]
+
<mobileonly>[[File:M autocalculate the price.png | center]]</mobileonly>
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>
 
+
: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.
Video tutorial available '''''[https://www.youtube.com/watch?v=aVVJ3f6pqek&feature=youtu.be here]'''''
+
<nomobile>[[File:Saving the package options.png | center]]</nomobile>
 +
<mobileonly>[[File:M saving the package options.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
;How to use
+
:If you assign a package from admin side the client will not receive any notification.
:1. To switch this custom feature on, please navigate to your Custom Features page, go to “Other” section and click on “Enable”
+
:If the customer buys a package on the booking site he/she will receive the invoice like with the regular booking.  
<nomobile>[[File:Packages enable path.png | center]]</nomobile>
  −
<mobileonly>[[File:M packages enable path.png | center]]</mobileonly>
   
<br><br>
 
<br><br>
:2. Then choose “Settings” option.  
+
:11. Go to Reports//Packages to check packages order history, customer data, as well as the number of remaining items.
<nomobile>[[File:Packages settings path.png | center]]</nomobile>
+
:Use filters for more extensive analysis.  
<mobileonly>[[File:M packages settings path.png | center]]</mobileonly>
+
<nomobile>[[File:Package reports.png | center]]</nomobile>
 +
<mobileonly>[[File:M package reports.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.
+
 
<nomobile>[[File:Create new package.png | center]]</nomobile>
+
 
<mobileonly>[[File:M create new package.png | center]]</mobileonly>
+
;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>
: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.
+
:2. Go to POS interface, click on “New sale” button.  
:'''Please note,''' it is not possible to create a package without setting a price.
+
<nomobile>[[File:Pos new sale.png | center]]</nomobile>
<nomobile>[[File:Add new package details.png | center]]</nomobile>
+
<mobileonly>[[File:M pos new sale.png | center]]</mobileonly>
<mobileonly>[[File:M add new package details.png | center]]</mobileonly>
   
<br><br>
 
<br><br>
:5. Define the validity period of the package and set the number of sets available (unlimited by default).
+
:3. Select the client on the right side of the page to make the "Package" button active.  
<nomobile>[[File:Package duration and limit.png | center]]</nomobile>
+
<nomobile>[[File:Sell package step1.png | center]]</nomobile>
<mobileonly>[[File:M package duration and limit.png | center]]</mobileonly>
+
<mobileonly>[[File:M sell package step1.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
:6. Proceed to adding services, products and add-ons to the package. You will see three corresponding sections below.  
+
: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:Package items possibilities.png | center]]</nomobile>
+
<nomobile>[[File:Sell package step2.png| center]]</nomobile>
<mobileonly>[[File:M package items possibilities.png | center]]</mobileonly>
+
<mobileonly>[[File:M sell package step2.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.
+
:'''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.  
<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>
: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.  
+
:5. Proceed to checkout after you have added all the necessary services/products/add-ons/memberships/gift cards to the cart.
<nomobile>[[File:Add items to the package2.png | center]]</nomobile>
+
<nomobile>[[File:Sell_package_step3.png | center]]</nomobile>
<mobileonly>[[File:M add items to the package2.png | center]]</mobileonly>
+
<mobileonly>[[File:M sell package step3.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.  
+
:6. You may have a client who has already purchased a package before and wants to use it.
<nomobile>[[File:Autocalculate the price.png | center]]</nomobile>
+
: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.
<mobileonly>[[File:M autocalculate the price.png | center]]</mobileonly>
+
<nomobile>[[File:Use package during checkout.png | center]]</nomobile>
 +
<mobileonly>[[File:M use package during checkout.png | center]]</mobileonly>
 +
<br><br><br>
 +
 
 +
 
 +
;Booking site operation
 +
:1. The clients will be able to navigate to the “Packages” tab on your booking site.
 +
:'''Please note''', the client must be logged in to see his/her purchases.
 +
<nomobile>[[File:Client side packages available.png | center]]</nomobile>
 +
<mobileonly>[[File:M client side packages available.png| center]]</mobileonly>
 +
<br><br>
 +
:2. They will find a suitable set, choose a start date and buy the package.  
 +
<nomobile>[[File:Client side packages - buy.png | center]]</nomobile>
 +
<mobileonly>[[File:M client side packages - buy.png | center]]</mobileonly>
 
<br><br>
 
<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.
+
:(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)
<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.
+
: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.
:If the customer buys a package on the booking site he/she will receive the invoice like with the regular booking.  
+
<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>
:11. Go to Reports//Packages to check packages order history, customer data, as well as the number of remaining items.
+
<nomobile>[[File:Client side packages - confirmation-invoice.png | center]]</nomobile>
:Use filters for more extensive analysis.
+
<mobileonly>[[File:M client side packages - confirmation-invoice.png | center]]</mobileonly>
<nomobile>[[File:Package reports.png | center]]</nomobile>
  −
<mobileonly>[[File:M package reports.png | center]]</mobileonly>
   
<br><br>
 
<br><br>
      −
;The use of Packages within the POS feature
+
-------
:1. Make sure you have enabled  POS custom feature.
+
=Password Security Settings=
<nomobile>[[File:Pos enabled view.png | center]]</nomobile>
+
<br>
<mobileonly>[[File:M pos enabled view.png | center]]</mobileonly>
+
[[File:Strict password icon.png | left]]
 +
 
 +
 
 +
The Password security settings Custom Feature allows to define password requirements for system users and clients. This can further harden the system for possible intrusion. Just in few steps you can make your system more secure!
 +
<br><br><br>
 +
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 
<br><br>
 
<br><br>
:2. Go to POS interface, click on “New sale” button.
+
;How to use
<nomobile>[[File:Pos new sale.png | center]]</nomobile>
+
:1. Enable Password Security Settings option on yur Custom Features page.
<mobileonly>[[File:M pos new sale.png | center]]</mobileonly>
+
[[File:Password security settings enable path free.png | center]]
 
<br><br>
 
<br><br>
:3. Select the client on the right side of the page to make the "Package" button active.  
+
:2. Click on "Settings" button that will appear near it.
<nomobile>[[File:Sell package step1.png | center]]</nomobile>
+
[[File:Password security settings settings path free.png | center]]
<mobileonly>[[File:M sell package step1.png | center]]</mobileonly>
   
<br><br>
 
<br><br>
:4. Pick the item and define the start date. End date will be automatically set based on the package duration after you save the selection.
+
:3. Now you can set requirements for password for your system users in the left-side block.
<nomobile>[[File:Sell package step2.png| center]]</nomobile>
+
[[File:User password settings block.png | 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.  
+
:4. (is skipped if you are already using [[Custom_Features#Client_Login | Client Login Custom Feature]]) If you wish your clients to be able to log in securely please enable Client Login option there.
 +
[[File:Enable client login settings.png | center]]
 
<br><br>
 
<br><br>
:5. Proceed to checkout after you have added all the necessary services/products/add-ons/memberships/gift cards to the cart.
+
:5. Set up password requirements for your clients in the right-side block and save settings.
<nomobile>[[File:Sell_package_step3.png | center]]</nomobile>
+
[[File:Client password settings block.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.
+
=Photo Gallery=
<nomobile>[[File:Use package during checkout.png | center]]</nomobile>
+
<br>
<mobileonly>[[File:M use package during checkout.png | center]]</mobileonly>
+
[[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>
 
<br><br><br>
 
+
;How to use
 
+
:1. Enable Photo gallery option on your Custom Features page.
;Booking site operation
+
[[File:Photo gallery enable path.png | center]]
: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.  
+
:2. Click on "Settings" near it.
<nomobile>[[File:Client side packages - buy.png | center]]</nomobile>
+
[[File:Photo gallery settings path.png | 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)
+
:3. Upload the images on the page you see, add descriptions if necessary and they will appear in the separate tab on the booking site.
 +
[[File:Photo gallery settings.png | center]]
 
<br><br>
 
<br><br>
:3. When the client has already the purchased package and books the separate services/products/add-ons, he/she will be able to cover those items with his packages’ credits (if included in packages) or pay for them in a regular way.
+
-------
<nomobile>[[File:Client side packages - payment step.png| center]]</nomobile>
+
=Point of Sale=
<mobileonly>[[File:M client side packages - payment step.png | center]]</mobileonly>
+
[[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>
<nomobile>[[File:Client side packages - confirmation-invoice.png | center]]</nomobile>
+
'''Please note!''' [[Custom_Features#Accept_Payments | Accept Payments Custom Feature]] will be enabled as well when you switch PoS feature on.
<mobileonly>[[File:M client side packages - confirmation-invoice.png | center]]</mobileonly>
   
<br><br>
 
<br><br>
   −
 
+
Video tutorial available ''[https://www.youtube.com/watch?v=lShnUwzWBR4 here]''.
-------
+
<br><br>
=Password Security Settings=
  −
<br>
  −
[[File:Strict password icon.png | left]]
  −
 
  −
 
  −
The Password security settings Custom Feature allows to define password requirements for system users and clients. This can further harden the system for possible intrusion. Just in few steps you can make your system more secure!
  −
<br><br><br>
   
;How to use
 
;How to use
:1. Enable Password Security Settings option on yur Custom Features page.
+
:1. Enable Point of Sale Custom Feature on your Custom Features page, “Other” section.
[[File:Strict password enable path.png | center]]
+
[[File:Pos enable path.png | center]]
 
<br><br>
 
<br><br>
:2. Click on "Settings" button that will appear near it.
+
:2. Click on “Go to POS” near this feature or in top right corner of your admin interface.
[[File:Strict password settings path.png | center]]
+
[[File:Pos settings path.png | center]]
 
<br><br>
 
<br><br>
:3. Now you can set requirements for password for your system users in the left-side block.
+
: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:User password settings block.png | center]]
+
[[File:Pos start page.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.
+
:4. By default guest client is selected, but you can select a client from already existing ones in your system.
[[File:Enable client login settings.png | center]]
+
[[File:Pos select client.png | center]]
 
<br><br>
 
<br><br>
:5. Set up password requirements for your clients in the right-side block and save settings.
+
:5. Or add new client directly from POS interface.
[[File:Client password settings block.png | center]]
+
[[File:Add new client from pos.png | center]]
 
<br><br>
 
<br><br>
-------
+
:6. Select “New Sale” option to sell service/membership/product/add-on.
=Photo Gallery=
+
[[File:New sale.png | center]]
<br>
  −
[[File:Photo gallery new icon.png| left]]
  −
 
  −
With Photo Gallery custom feature you can upload the photos of your services to attract more clients. Simply browse photos and they will appear on your booking page.
  −
<br><br><br>
  −
;How to use
  −
:1. Enable Photo gallery option on your Custom Features page.
  −
[[File:Photo gallery enable path.png | center]]
   
<br><br>
 
<br><br>
:2. Click on "Settings" near it.
+
[[File:Select sale option.png | center]]
[[File:Photo gallery settings path.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.
+
: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:Photo gallery settings.png | center]]
+
[[File:Pos new booking.png | center]]
<br><br>
  −
-------
  −
=Point of Sale=
  −
[[File:Pos icon.png | left]]
  −
Point of Sale Custom Feature allows system users to create and track sales of bookings, and to sell memberships, products and gift certificates to existing or new clients. You can check client's history of purchases, approve pending transactions and print invoices. All in the neat mobile friendly interface!
  −
<br><br>
  −
'''Please note!''' [[Custom_Features#Accept_Payments | Accept Payments Custom Feature]] will be enabled as well when you switch PoS feature on.
  −
<br><br>
  −
 
  −
Video tutorial available ''[https://www.youtube.com/watch?v=lShnUwzWBR4 here]''.
  −
<br><br>
  −
;How to use
  −
:1. Enable Point of Sale Custom Feature on your Custom Features page, “Other” section.
  −
[[File:Pos enable path.png | center]]
  −
<br><br>
  −
:2. Click on “Go to POS” near this feature or in top right corner of your admin interface.
  −
[[File:Pos settings path.png | center]]
  −
<br><br>
  −
:3. You will see sale start page. (If you need to return here at some point please use “Home” icon in the top left corner.)
  −
[[File:Pos start page.png | center]]
  −
<br><br>
  −
:4. By default guest client is selected, but you can select a client from already existing ones in your system.
  −
[[File:Pos select client.png | center]]
  −
<br><br>
  −
:5. Or add new client directly from POS interface.
  −
[[File:Add new client from pos.png | center]]
  −
<br><br>
  −
:6. Select “New Sale” option to sell service/membership/product/add-on.
  −
[[File:New sale.png | center]]
  −
<br><br>
  −
[[File:Select sale option.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>
 
<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).
 
: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).
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[[File:Provider color coding-booking view.png | center]]
 
[[File:Provider color coding-booking view.png | center]]
 
<br><br>
 
<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
 +
 +
: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.
 +
[[File:Resources enable path.png|border|center]]
 +
<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
 +
[[File:Resources settings path.png|border|center]]
 +
<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>
 +
 +
:You can select between:<br>
 +
:*<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>
 +
:*<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>
 +
: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.
 +
[[File:Attach resource to service.png|border| center]]
 +
<br><br>
 +
: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 one more resource to a group.png|border|center]]
 +
<br><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>
 +
:<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>
 +
: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>
 +
: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>
 +
: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>
 +
[[File:View resource info in booking.png|border|center]]
 +
<br><br><br><br>
 +
 
--------
 
--------
 
=Rewards and Referrals=
 
=Rewards and Referrals=
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:'''Please note''' that  
 
:'''Please note''' that  
 
*this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum);
 
*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.
 
*this feature is not compatible with [[Custom_Features#Coupons_.26_Gift_Cards | Coupons and Gift Cards feature]] yet.
 
<br><br>
 
<br><br>
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<br>
 
<br>
 
It is important to have it enabled for some payment processors and widgets.
 
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>
 
<br><br>
 
;How to use
 
;How to use
 
: Just enable it on your Custom features page and you are done!
 
: Just enable it on your Custom features page and you are done!
[[File:Ssl enable path.png | center]]
+
[[File:Ssl enable path free.png | center]]
 
<br><br>
 
<br><br>
 
------
 
------
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[[File:Take me back home new icon.png ‎|left]]
 
[[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.
+
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><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]]
 
[[File:Take me back home new theme.png|center]]
 
<br><br>
 
<br><br>
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=Terms and Conditions=
 
=Terms and Conditions=
 +
 
<br>
 
<br>
 
[[File:Terms and conditions new icon.png ‎|left]]
 
[[File:Terms and conditions new icon.png ‎|left]]
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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.  
 
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
 
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>
 
<br><br>
 
;How to use
 
;How to use
 
:1. Enable this feature on your Custom Features page.
 
:1. Enable this feature on your Custom Features page.
[[File:Terms and conditions enable path.png | center]]
+
[[File:Terms and conditions enable path free.png| center]]
 
<br><br>
 
<br><br>
 
:2. Go to its settings to add your Terms and Conditions.
 
:2. Go to its settings to add your Terms and Conditions.
[[File:Terms and conditions settings path.png | center]]
+
[[File:Terms and conditions settings path free.png| center]]
 
<br><br>
 
<br><br>
 
:3. Add your text. You can use HTML formatting there to adjust the look.
 
:3. Add your text. You can use HTML formatting there to adjust the look.
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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.
 
Use Visitor Counter Custom Feature to get up-to-date information about visits to your booking website or to the page with your booking widget. This Custom Feature will help you to evaluate the visits and bookings and can help you to decide if you should do promotions to get more visitors and potential clients. You will see all this information in the main Dashboard of the [https://simplybook.me SImplyBook.me] system.
 
<br><br>
 
<br><br>
 +
 +
 
;How to use
 
;How to use
 
:1. Enable this option on your custom Features page.
 
:1. Enable this option on your custom Features page.
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<br><br>
 
<br><br>
 
:2. Check the chart on Dashboard page for updates.
 
:2. Check the chart on Dashboard page for updates.
[[File:Visitor counter chart v3.png | center]]
+
[[File:Visitor counter upd.png | center]]
 
<br><br>
 
<br><br>
 
-------------
 
-------------
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<br><br>
 
<br><br>
'''4 triggers''' are now available with [https://zapier.com/app/login?next=/developer/public-invite/11136/4b23820111ea25dcd5868ab9d1c2a49d/ invitation version]:<br>
+
'''6 triggers''' are now available:<br>
 
• ''New booking'' - launches when new booking is created in SimplyBook.me account;<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 change''  - launches when booking is changed (change of date/time/service/provider/status/intake forms answers);<br>
 
• ''Booking cancellation''  - launches upon booking cancellation;<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.  
+
• ''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).
    
<br><br>
 
<br><br>
Line 1,989: Line 2,308:  
* 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);
 
* 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.
 
* Client registration date.
 +
<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.
    
<br><br>
 
<br><br>