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<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note''':</span>
 
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note''':</span>
 
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">When you enable Accept deposits feature <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept_payments_custom_feature|Accept Payments]]</span> will be enabled as well.</span>
 
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">When you enable Accept deposits feature <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept_payments_custom_feature|Accept Payments]]</span> will be enabled as well.</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">This feature is not compatibel with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Rewards_and_Referrals_custom_feature|Rewards and Referrals]].</span></span>
+
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">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>
 
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If the client wants to apply <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Coupons_and_Gift_Cards_custom_feature|a promocode]]</span> or a previously purchased <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Packages_custom_feature|package]]</span> during purchase he/she needs to pay full price only as these items cannot be applied with deposits.</span>
 
<br><br>
 
<br><br>
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<br>
 
<br>
 
Calendar Sync Custom Feature is used for 2-way synchronization with Google and Outlook calendars. You can export bookings from [https://simplybook.me/ SimplyBook] to Google or Outlook calendars and also block times occupied by Google/Outlook Calendar event in your [https://simplybook.me/ SimplyBook] dashboard.
 
Calendar Sync Custom Feature is used for 2-way synchronization with Google and Outlook calendars. You can export bookings from [https://simplybook.me/ SimplyBook] to Google or Outlook calendars and also block times occupied by Google/Outlook Calendar event in your [https://simplybook.me/ SimplyBook] dashboard.
<br><br>
  −
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Currently it may be not possible to connect Google calendar via this feature. We have contacted Google already on this matter quite long time ago and are waiting for resolution. Sorry for temporary inconveniences. Please use Outlook calendar sync instead</span>
   
<br><br>
 
<br><br>
 
'''''Please note''''' that this feature works with web calendars only - it will not work with Microsoft Exchange calendars.
 
'''''Please note''''' that this feature works with web calendars only - it will not work with Microsoft Exchange calendars.
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'''Please note!''' If you have unmerged clients they will not be able to sign in/sign up on your booking site to make and see bookings.
 
'''Please note!''' If you have unmerged clients they will not be able to sign in/sign up on your booking site to make and see bookings.
 
<br><br>
 
<br><br>
 +
-------
 +
=Client Rescheduling=
 +
<br><br>
 +
[[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.
 +
 +
<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;">The clients can only change date and/or time of the appointment;</span>
 +
*<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>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It is not possible to reschedule recurring and group batch appointments;</span>
 +
*<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>
 +
*<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>
 +
<br><br>
 +
;How to use
 +
: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:Reschedule booking enable path.png|center|border]]
 +
<br><br>
 +
:2. Select the preferred <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">rescheduling restriction period</span> in its settings.
 +
[[File:Reschedule booking settings.png |border|center]]
 +
<br><br>
 +
: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]]
 +
<br><br>
 +
: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]]
 +
[[File:Reschedule booking slots selection client side.png|border|center]]
 +
<br><br>
 +
<br><br>
 +
 
-------
 
-------
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The system will send the corresponding report to your company email address that you have indicated in Settings//Company information//Basic information.
 
The system will send the corresponding report to your company email address that you have indicated in Settings//Company information//Basic information.
 
[[File:Daily report.png | border| center]]
 
[[File:Daily report.png | border| center]]
 +
<br><br>
 +
-------
 +
=Display of Seats Left=
 +
[[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.
 +
<br><br>
 +
<br><br>
 +
'''Please note!'''
 +
*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>
 +
;How to use
 +
: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>
 +
: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:Seats left show on slots.png|border|center]]
 +
<br><br>
 
<br><br>
 
<br><br>
 
-------
 
-------
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<br><br>
 
<br><br>
   −
 
+
===Reserve with Google===
---------
+
<br><br>
=Google Tag Manager=
+
:'''<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Please note!:</span>'''
 
+
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Reserve with Google is currently available only for:  United States, United Kingdom, Canada, Australia, France, and Germany;</span>
[[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.
+
*<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>
;How to use
+
;How to use:
 +
:1. Add and verify your Google Business location(s) either via <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SimplyBook.me platform(previous part of this tutorial)</span> or using your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Google Business interface</span> and re-save it(them) in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Google Business custom feature settings.</span>
 +
[[File:Reserve with google resave locations.png|border|center]]
 +
<br><br>
 +
:2. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reserve on google maps</span> tab and move the switcher <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Synchronization with Reserve with Google</span> to an active position.
 +
[[File:Reserve with google turn sync on.png|border|center]]
 +
<br><br>
 +
:2. (optional) If you use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Multiple_Locations|Multiple Locations]]</span> custom feature, connect your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Google Businesses</span> to desired <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SimplyBook.me locations.</span>
 +
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' It is possible to connect one SimplyBook.me location to one Google Business.</span>
 +
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If you do not use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Multiple_Locations|Multiple Locations]]</span> your main company location can be connected to one Google Business.</span>
 +
[[File:Reserve with google connect location.png|border|center]]
 +
<br><br>
 +
:3. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Save</span> settings. Now the sync takes place and after you <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">reload the page</span> it will be possible to see the list of services that will be passed to Reserve with Google for booking.
 +
:By default we gather all the information and pass the update to Google once a day, but you can use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Update info</span> button to prepare the information for transfer manually if any settings changes in your account(for example, if you have created new service) were made.
 +
[[File:Reserve with google connection result.png|border|center]]
 +
<br><br>
 +
<br><br>
 +
 
 +
---------
 +
=Google Tag Manager=
 +
 
 +
[[File:Google tag manager icon.png | left]] <br>This feature allows to manage tracking and marketing optimization JavaScript tags on your site. You can add and update AdWords, Google Analytics, Floodlight, and non-Google tags.
 +
<br><br>
 +
;How to use
 
:1. Enable Google Tag Manager custom feature in your Custom features section.
 
:1. Enable Google Tag Manager custom feature in your Custom features section.
 
[[File:Google tag manager enable path.png | center]]
 
[[File:Google tag manager enable path.png | center]]
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[[File:Membership new icon.png | left]]
 
[[File:Membership new icon.png | left]]
   −
This Custom feature allows you to have services that only members can book provided they have active paid membership. This can be applied to a selection or all services, only classes or similar.
+
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.
[http://appointmentschedulingnews.com/membership-booking-software-feature-in-simplybook-me/ Here] you can check more cases when Membership can be useful.  
+
[https://simplybook.me/en/membership-solution Here] you can check more cases when Membership can be useful.  
 
<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.<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].
 
Demo page with Membership-related classes is available [https://classesandmembershipsdemo.simplybook.it/v2/# here].
    
<br>
 
<br>
'''Please note!''' This feature is not compatible with [[Custom_Features#Clean_History | Clean History]] and does not work with mobile apps.
+
<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>
 
<br><br>
:'''How to enable Membership custom feature'''
+
;How to use:
To enable this option please go to Custom Features section in your admin interface, find “Membership” and click on enable near it.
  −
<br>
  −
[[File:Membership enable path.png | center]]
  −
<br><br>
  −
'''Please note!''' [[Custom_Features#Client_Login | Client login]] and [[Custom_Features#Accept_Payments | Accept payments]] custom features will be automatically enabled as well.
      +
: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>
 
<br>
:'''How to create Membership'''
+
[[File:Membership new enable path.png |border|center]]
After you have enabled this Custom Feature you can go to Manage//Memberships and click  on “+” icon to create new membership.  In “Membership details” tab you will be able to set membership title, image, its duration, number of sessions included and price.
  −
<br>
  −
[[File:Create new membership v3.png | center]]
   
<br><br>
 
<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.  
+
: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>
<br>
+
:Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> on the page you see.<br>
[[File:Membership price1.png| center]]
+
: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>
 
<br><br>
'''Please note!''' Recurring membership payments can work with Stripe payment processor only(previous integration, but not SCA).
+
: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>
 
<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.
+
: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:
<br>
+
[[File:Membership new notifications.png|border|center]]
:'''How to add service to Membership'''
  −
In “Services, attached to this membership” tab you will be able to check the boxes with services you wish to be attached to this Membership. It will be possible to book this service only if a client has purchased this Membership.
  −
<br>
  −
[[File:Attach services to membership.png | center]]
   
<br><br>
 
<br><br>
You have to add at least one service to membership to make it working.
+
: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>
  −
:'''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.
+
: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>
<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 confirm.png | center]]
+
[[File:Membership new issue.png|border|center]]
 
<br><br>
 
<br><br>
 
+
:6. (optional) There are several issuing options to choose from:
<br>
+
:- you can set membership <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">start date</span>(current date is set by default);
:'''Where can i check payments my clients made for memberships'''
+
:- you can generate an <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">invoice</span> if you need it for accounting purposes;
You will be able to see that information in Reports//Membership payments.<br>
+
:- you can issue membership without an invoice;
If client has chosen "Pay Later" option instead of paying online you will be able to approve such membership purchases there.<br>
+
:- 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,
Only after  your approval the client will be able to book the services related to the selected membership.
+
: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>
 
<br><br>
 
+
:7. When the memberships are purchased or issued there are several places to check the information related:
:'''How will  be my clients notified about purchase/renewal'''
+
:- <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>
The system will notify the client about recurring payment coming soon and membership period coming to an end to remind. There are notification about successful and unsuccessful recurring payments.  
+
:You can cancel the specific client's membership here if necessary.
<br>
+
[[File:Membership new report.png|border|center]]
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.
+
:- <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment transactions</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoices</span> - contains all the invoices present in the system, memberships included.
 +
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' If you delete the invoice related to some membership purchase the corresponding membership will be canceled.</span>
 +
:- <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment transactions</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Recurring profiles</span> - shows all membership recurring profiles created either by clients or from admin side.<br>
 +
:It allows to cancel recurring profiles(both made by clients and admin) or prolong the recurring memberships issued from admin side only.<br>
 +
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' If one and the same client already has the recurring profile for some membership it is not possible to create new recurring profile for the same membership for this client.</span><br>
 +
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">You can either cancel current recurring profile and create a new one or issue another membership to this client.</span>
 +
[[File:Membership new recurring report prolong.png|border|center]]
 +
[[File:Membership new recurring report prolonged profile.png|border|center]]
 
<br><br>
 
<br><br>
:'''How to add membership to client from admin side'''
+
:8. From the client side the clients will see memberships tab on the booking site<br>
If your client has paid you in cash or you just wish to give somebody free membership please go to Manege//Clients page,
+
:with the list of all options you have set as available and the services related will have clickable "Subscription required" labels<br>
click on "Edit" near necessary client there.  
+
:that lead to the corresponding membership purchase.
[[File:Attach membership from admin side v3.png | center]]
+
[[File:Memberships_client_side.png | center]]
 
<br><br>
 
<br><br>
Then select "memberships" tab in the pop-up that will appear and click on "Add new"
+
:9. (optional) As well you can add custom membership widget to your website if necessary following [[Widgets_for_your_own_website#Widgets_for_Client_Login.2C_Packages.2C_Memberships.2C_Gift_Cards|these instructions.]]
[[File:Attach membership from admin side step2 v3.png | center]]
   
<br><br>
 
<br><br>
Choose membership from available and set the start date(end date will be calculated by the system based on the selected membership duration). Click on "Add" to save your settings.
  −
[[File:Attach membership to client2.png | center]]
  −
<br><br>
  −
As a result you will see membership successfully added.<br>
  −
You will also see active clients' memberships with number of sessions left.<br>
  −
[[File:Membership status admin side2.png | center]]
   
<br><br>
 
<br><br>
 +
 
-------
 
-------
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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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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 2,195: 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>