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*[[What Custom Features do not work with each other]]
 
*[[What Custom Features do not work with each other]]
 
*[[Custom Features by category | Custom Features by Functionality Category]]
 
*[[Custom Features by category | Custom Features by Functionality Category]]
 +
__NOTOC__
 +
<h1>Contents</h1>
 +
<div class="plugin">[[Custom_Features#Accept_Deposits| Accept Deposits]]</div>
 +
<div class="plugin">[[Custom_Features#Accept_Payments| Accept Payments]]</div>
 +
<div class="plugin">[[Custom_Features#Any_Employee_Selector| Any Employee Selector]]</div>
 +
<div class="plugin">[[Custom_Features#API| API]]</div>
 +
<div class="plugin">[[Custom_Features#Appointment_at_Fixed_Time| Appointment at Fixed Time]]</div>
 +
<div class="plugin">[[Custom_Features#Approve_Bookings| Approve Bookings]]</div>
 +
<div class="plugin">[[Custom_Features#Book_Soon_Notification_System| Book Soon Notification System]]</div>
 +
<div class="plugin">[[Custom_Features#Calendar_Sync| Calendar Sync]]</div>
 +
<div class="plugin">[[Custom_Features#Cancellation_Policy| Cancellation Policy]]</div>
 +
<div class="plugin">[[Custom_Features#Classes| Classes]]</div>
 +
<div class="plugin">[[Custom_Features#Clean_History| Clean History]]</div>
 +
<div class="plugin">[[Custom_Features#Client_Fields| Client Fields]]</div>
 +
<div class="plugin">[[Custom_Features#Client_Login| Client Login]]</div>
 +
<div class="plugin">[[Custom_Features#Client_Rescheduling| Client Rescheduling]]</div>
 +
<div class="plugin">[[Custom_Features#Contact_Widget| Contact Widget]]</div>
 +
<div class="plugin">[[Custom_Features#Coupons_.26_Gift_Cards| Coupons & Gift Cards]]</div>
 +
<div class="plugin">[[Custom_Features#Custom_CSS| Custom CSS]]</div>
 +
<div class="plugin">[[Custom_Features#Custom_Domain| Custom Domain]]</div>
 +
<div class="plugin">[[Custom_Features#Custom_Page| Custom Page]]</div>
 +
<div class="plugin">[[Custom_Features#Daily_Report| Daily Report]]</div>
 +
<div class="plugin">[[Custom_Features#Display_Remaining_Spaces| Display Remaining Spaces]]</div>
 +
<div class="plugin">[[Custom_Features#Facebook_and_Instagram_Bookings| Facebook and Instagram Bookings]]</div>
 +
<div class="plugin">[[Custom_Features#Facebook_Bot| Facebook Bot]]</div>
 +
<div class="plugin">[[Custom_Features#Facebook_Client_Info| Facebook Client Info]]</div>
 +
<div class="plugin">[[Custom_Features#Flexible_Notifications| Flexible Notifications]]</div>
 +
<div class="plugin">[[Custom_Features#Google_Adwords_and_Analytics| Google Adwords and Analytics]]</div>
 +
<div class="plugin">[[Custom_Features#Google_Authenticator| Google Authenticator]]</div>
 +
<div class="plugin">[[Custom_Features#Google_Business| Google Business]]</div>
 +
::<div class="plugin-item">[[Custom_Features#Reserve_with_Google| Reserve with Google]]</div>
 +
<div class="plugin">[[Custom_Features#Google_Tag_Manager| Google Tag Manager]]</div>
 +
<div class="plugin">[[Custom_Features#Google_Translate| Google Translate]]</div>
 +
<div class="plugin">[[Custom_Features#Group_Bookings| Group Bookings]]</div>
 +
<div class="plugin">[[Custom_Features#HIPAA| HIPAA]]</div>
 +
<div class="plugin">[[Custom_Features#HTML_Description_Field_for_Events| HTML Description Field for Events]]</div>
 +
<div class="plugin">[[Custom_Features#Import_Clients| Import Clients]]</div>
 +
<div class="plugin">[[Custom_Features#Insights| Insights]]</div>
 +
<div class="plugin">[[Custom_Features#Instagram_Photo_Sharing| Instagram Photo Sharing]]</div>
 +
<div class="plugin">[[Custom_Features#Intake_Forms| Intake Forms]]</div>
 +
<div class="plugin">[[Custom_Features#Kiosk| Kiosk]]</div>
 +
<div class="plugin">[[Custom_Features#Limit_Bookings| Limit Bookings]]</div>
 +
<div class="plugin">[[Custom_Features#Line_Bot| Line Bot]]</div>
 +
<div class="plugin">[[Custom_Features#Membership| Membership]]</div>
 +
<div class="plugin">[[Custom_Features#Multiple_Bookings| Multiple Bookings]]</div>
 +
<div class="plugin">[[Custom_Features#Multiple_Locations| Multiple Locations]]</div>
 +
<div class="plugin">[[Custom_Features#News| News]]</div>
 +
<div class="plugin">[[Custom_Features#Online_Video_Meetings| Online Video Meetings]]</div>
 +
<div class="plugin">[[Custom_Features#Packages| Packages]]</div>
 +
<div class="plugin">[[Custom_Features#Password_Security_Settings| Password Security Settings]]</div>
 +
<div class="plugin">[[Custom_Features#Photo_Gallery| Photo Gallery]]</div>
 +
<div class="plugin">[[Custom_Features#Point_of_Sale| Point of Sale]]</div>
 +
<div class="plugin">[[Custom_Features#Products_for_Sale| Products for Sale]]</div>
 +
<div class="plugin">[[Custom_Features#Provider.27s_Color_Coding| Provider's Color Coding]]</div>
 +
<div class="plugin">[[Custom_Features#Related_Resources| Related Resources]]</div>
 +
<div class="plugin">[[Custom_Features#Rewards_and_Referrals| Rewards and Referrals]]</div>
 +
<div class="plugin">[[Custom_Features#Service_Add-ons| Service Add-ons]]</div>
 +
<div class="plugin">[[Custom_Features#Service_Categories| Service Categories]]</div>
 +
<div class="plugin">[[Custom_Features#SMS_Gateway| SMS Gateway]]</div>
 +
<div class="plugin">[[Custom_Features#SMTP| SMTP]]</div>
 +
<div class="plugin">[[Custom_Features#SOAP| SOAP]]</div>
 +
<div class="plugin">[[Custom_Features#SOAP_with_Encryption| SOAP with Encryption]]</div>
 +
<div class="plugin">[[Custom_Features#SSL| SSL]]</div>
 +
<div class="plugin">[[Custom_Features#SSO:_SAML| SSO: SAML]]</div>
 +
<div class="plugin">[[Custom_Features#Status| Status]]</div>
 +
<div class="plugin">[[Custom_Features#Take_Me_Back_Home| Take Me Back Home]]</div>
 +
<div class="plugin">[[Custom_Features#Terms_and_Conditions| Terms and Conditions]]</div>
 +
<div class="plugin">[[Custom_Features#Tickets| Tickets]]</div>
 +
<div class="plugin">[[Custom_Features#Visitor_Counter| Visitor Counter]]</div>
 +
<div class="plugin">[[Custom_Features#Voice_Bookings| Voice Bookings]]</div>
 +
<div class="plugin">[[Custom_Features#Zapier_Connector| Zapier Connector]]</div>
       +
<br><br><br><br>
    
=Accept Deposits=
 
=Accept Deposits=
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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 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;">This feature is not compatible with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Tickets custom feature|Tickets]]</span>, <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>
 
<br><br>
   −
:'''Please note!''' This feature works with "slots" timelines: slots weekly or modern.
+
:'''Please note!''' This feature works with "slots" calendar layouts: slots weekly or modern.
 
<br><br>
 
<br><br>
 
;How to use
 
;How to use
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[[File:Classes.png | left]] Now SimplyBook.me allows new option for classes and events scheduling whatever kind of business you have. Brand new feature allows you to have all your classes/events in separate section so that you will never mix them up with simple services. Or you can use classes/events interface only. Moreover, this custom feature allows to have almost all settings necessary for class/event scheduling on one page, which makes the setup process easy and fast.
 
[[File:Classes.png | left]] Now SimplyBook.me allows new option for classes and events scheduling whatever kind of business you have. Brand new feature allows you to have all your classes/events in separate section so that you will never mix them up with simple services. Or you can use classes/events interface only. Moreover, this custom feature allows to have almost all settings necessary for class/event scheduling on one page, which makes the setup process easy and fast.
<br>
+
<br><br>
 +
Video tutorial available [[File:Youtube-Logo.png|link=https://youtu.be/xXXl2pWy4BM]]
 +
<br><br>
 
To enable this option please go to Custom features page, select “Booking related” section and click on “Enable” near “Classes” feature.  
 
To enable this option please go to Custom features page, select “Booking related” section and click on “Enable” near “Classes” feature.  
 
[[File: Classes enable path.png | center]]
 
[[File: Classes enable path.png | center]]
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<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 
<br><br>
 
<br><br>
'''Please note!''' This custom feature is not compatible with: [[Custom_Features#Coupons_.26_Gift_Cards | Coupons & Gift Cards]], [[Custom_Features#Packages|Packages]] and [[Custom_Features#Membership | Membership]]
+
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''':</span>
 +
 
 +
 
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">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]]</span>
 +
 
 +
 
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It starts working on the next day after it is enabled and removes the bookings once a day on everyday basis till you disable it.</span>
 +
 
 +
 
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If you have clients with no bookings in the future their records will be removed as well together with their last booking.</span>
 
<br><br><br>
 
<br><br><br>
 
;How to use
 
;How to use
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<br><br>
 
<br><br>
 
-------
 
-------
 +
=[[Client_Fields_Custom_Feature|Client Fields]]=
 +
[[File:Client field icon.png|left]]<br>
      −
=Client Login=
+
Get information from clients upon sign up that relates to the client. An example of such information could be, "Name of spouse", or "Date of Birth" since this is fixed information and would generally not change between bookings.
<br>
+
<br><br><br><br>
[[File:Client login new icon.png| left]]
     −
Use this Custom Feature to allow clients to register online, quickly make bookings and see their booking history. You can block and unblock clients from making bookings on your booking page and also turn off or on the ability for clients to register an account. If you close for client registrations, only clients you have registered and granted access can make bookings.
+
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' When you enable Client Fields custom feature Client Login will be enabled as well.</span>
 +
<br><br><br><br>
 +
;How to use
 +
:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client Fields</span> Custom Feature on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page.
 +
[[File:Client fields enable path.png|border|center]]
 +
<br><br>
 +
:2. Go to its settings by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> link.
 +
[[File:Client fields settings path.png|border|center]]
 +
<br><br>
 +
:3. Press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> button on the next page to create a new form.
 +
[[File:Client fields create new.png|border|center]]
 
<br><br>
 
<br><br>
 
+
:4. In the field <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Question title</span> write the question you want your clients to answer.
;How to use
  −
 
  −
:1. Enable this option on your custom Features page.
  −
[[File:Client login enable path.png | center]]
   
<br><br>
 
<br><br>
:2. Click on "Settings" button to:  
+
:5. Choose the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">field type:</span>
:*enable/disable sign up on the booking page,  
+
:'''digits only''' - allows entering only numbers. Useful when you need to know the age, height or any other information that will require only digits.
:*ask your clients for their address on the booking page,  
+
:'''single line''' - usually used for short answers
:*make phone feld mandatory or not,  
+
:'''multiple lines''' - use this type of filed if you expect lengthy explanations from your clients
:*hide "Personal data report" from client profile
+
:'''checkbox''' - creates a checkbox that clients should either check or leave unchecked.
 +
:'''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:Client fields types.png|border|center]]
 +
<br><br>
 +
:6. Make it rather <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">obligatory or not</span> with the help of <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Should this field be optional</span> switcher. Save the form when you are done.
 +
<br><br>
 +
:7. If you want to include client form information to email templates, find the client forms <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">variables</span> and add them to templates in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">General Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email and SMS settings.</span>
 +
[[File:Client fields emails variables.png|border|center]]
 +
<br><br>
 +
:8. The clients will then be able to fill in their replies during <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">sign up</span> on the booking site and edit their data in client profiles.
 +
:(the fields are shown after the main sign up form and after address if it is enabled in Client Login settings)
 +
[[File:Client fields client side sign up.png|border|center]]
 +
<br><br>
 +
[[File:Client fields client side profile.png|border|center]]
 +
<br><br>
 +
:9. From your admin page you will be able to view and edit the clients' replies in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Edit</span> for the corresponding client.
 +
[[File:Client fields admin side edit.png|border|center]]
 +
<br><br>
 +
:and export answers to Excel file in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Export to excel.</span>
 +
[[File:Client fields admin side export.png|border|center]]
 +
<br><br>
 +
<br><br>
 +
 
 +
-------
 +
=Client Login=
 +
<br>
 +
[[File:Client login new icon.png| left]]
 +
 
 +
Use this Custom Feature to allow clients to register online, quickly make bookings and see their booking history. You can block and unblock clients from making bookings on your booking page and also turn off or on the ability for clients to register an account. If you close for client registrations, only clients you have registered and granted access can make bookings.
 +
<br><br>
 +
 
 +
;How to use
 +
 
 +
:1. Enable this option on your custom Features page.
 +
[[File:Client login enable path.png | center]]
 +
<br><br>
 +
:2. Click on "Settings" button to:  
 +
:*enable/disable sign up on the booking page,  
 +
:*ask your clients for their address on the booking page,  
 +
:*make phone feld mandatory or not,  
 +
:*hide "Personal data report" from client profile
 
:*set notification templates about creating new user, password reset and change.
 
:*set notification templates about creating new user, password reset and change.
 
[[File: Client login settings path.png | center]]
 
[[File: Client login settings path.png | center]]
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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|calendar layouts]]</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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<br>
 
<br>
 
[[File:Domain.png | left]]
 
[[File:Domain.png | left]]
This option allows to  set your own sitelink (URL) for your booking page with connection done through secure layer. If you own your own domain name, you can now simply use the booking site with this name or a sub domain of this name.
+
This option allows to  set your own sitelink (URL) for your booking page with connection done through secure layer. If you own your own domain name, you can now simply use the booking site with this name or a sub domain of this name(/v2/ part of the booking site URL cannot be changed).
 
<br><br><br>
 
<br><br><br>
 
;How to use
 
;How to use
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[[File:Daily report.png | border| center]]
 
[[File:Daily report.png | border| center]]
 
<br><br>
 
<br><br>
 +
-------
 +
=Display Remaining Spaces=
 +
[[File:Seats left icon.png|left]]<br><br>Show how many spaces 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 spaces as well as the number of spaces left. This works for the following selected calendar layouts; Modern, Slots weekly, Daily and Weekly classes layouts.
 +
<br><br>
 +
<br><br>
 +
'''Please note!'''
 +
*This feature is not compatible with Limit Bookings;
 +
*Works for the following calendar layouts only: slots weekly, modern, weekly and daily classes, modern provider.
 +
<br><br>
 +
:Video tutorial available [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=Dn0tNJhOToE]]
 +
<br><br>
 +
;How to use
 +
:1. Enable Display Remaining Spaces in your Custom Features section.
 +
[[File:Remaining spaces enable path.png|border|center]]
 +
<br><br>
 +
:2. (optional) Enable the corresponding option to display the total number of spaces along with the remaining ones.
 +
[[File:Remaining spaces setting.png|border|center]]
 +
<br><br>
 +
:3. As the result the clients will be able to see the number of the spaces left per each timeslot(and total if "Show the total number of spaces per slot" is enabled).
 +
[[File:Seats left show on slots.png|border|center]]
 +
<br><br>
 +
<br><br>
 +
 
-------
 
-------
 
=Facebook and Instagram Bookings=
 
=Facebook and Instagram Bookings=
Line 608: Line 791:  
*<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;">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;">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>
+
*<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 or upgrade to Premium to select the desired theme.</span><br>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">The widget look may differ depending on Facebook preferences for different devices and applications</span><br>
 
<br><br>
 
<br><br>
 
<br><br>
 
<br><br>
Line 656: Line 840:  
:2. Navigate to your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">profile</span> and select to edit it.
 
:2. Navigate to your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">profile</span> and select to edit it.
 
<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:
+
:3. Follow the steps 1-10 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]]
+
[[File:Edit profile path to add.png|border|center]]
 
<br><br>
 
<br><br>
 
<br><br>
 
<br><br>
Line 663: Line 847:  
<br><br>
 
<br><br>
 
:1. Open your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Instagram</span> mobile application and navigate to editing your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">profile.</span><br>
 
:1. Open your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Instagram</span> mobile application and navigate to editing your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">profile.</span><br>
:Follow the steps 1-5 below to remove <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book</span> button:
+
:Follow the steps 1-4 below to remove <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book</span> button:
[[File:Insta button removal.png|border|center]]
+
[[File:Edit profile path to remove upd.png|border|center]]
 
<br><br>
 
<br><br>
 
<br><br>
 
<br><br>
 +
 
-------
 
-------
 
=Facebook Bot=
 
=Facebook Bot=
Line 680: Line 865:  
<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.
 
: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]]
+
[[File:Facebook bot enable path newcf.png | border| 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.
+
:2. You will see its settings on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">the right side of the page</span>
[[File: Facebook bot settings path.png | center]]
+
[[File:Facebook bot settings path newcf.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>
 
:3. Log into the <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://developers.facebook.com/ Facebook Developer Console]. </span>
[[File:Facebook developers login new.png | center]]
+
[[File:Facebook developers login new.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>
+
: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]]
+
[[File:Fb create new app.png | border| 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>
 
: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]]
+
[[File:Facebook add new app create.png | border| center]]
 
<br><br>
 
<br><br>
:6. On the next page you will see scenarios. Please skip this step.
+
:6. Add all basic information about your company and application, required links, an icon for the application as well as GDPR related information if necessary in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Basic.</span>
[[File:Fb bot skip step.png | center]]
+
[[File:Fb bot add basic details.png | border| center]]
 
<br><br>
 
<br><br>
:7. Add all basic information about your company and bot, required links, an icon as well as GDPR related information if necessary.
+
:7. 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:Fb bot add basic details.png | center]]
+
[[File:Fb bot products path.png | border| 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.
+
:8. 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 products path.png | center]]
+
[[File:Facebook select messenger.png | border| center]]
 
<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.
+
:9. Under the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Access Tokens</span> section, choose one of your Facebook business pages or create a new one.
[[File:Fb bot messenger path.png | center]]
+
[[File:Facebook select or create page.png | border| 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.
+
:10. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Generate token</span> button, check token generation warning and copy the token code.
[[File:Fb bot token copy.png | center]]
+
[[File:Facebook generate token.png|border|center]]
 
<br><br>
 
<br><br>
:If you see the following error while selecting the page you may need to edit the permissions.
+
[[File:Facebook copy token.png|border|center]]
[[File:Fb bot error permissions.png | border|center]]
   
<br><br>
 
<br><br>
[[File:Permission steps facebook.png |border|center]]
+
:11. Paste the token into SimplyBook.me <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook Bot feature</span> settings.
 +
[[File:Facebook bot insert token.png|border|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>
+
:12. Click the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add Callback URL</span> button under the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Webhooks</span> section and paste <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Callback URL</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Verify token</span> copied from SimplyBook.me <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook Bot feature settings.</span>
[[File:Fb bot token paste.png | center]]
+
[[File:Facebook bot copy token and url.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>
+
[[File:Facebook webhooks paste token and url.png|border|center]]
[[File:Fb bot setup webhooks.png | center]]  
   
<br><br>
 
<br><br>
:13. Check the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">messages</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">messaging_postbacks</span> options under <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Subscription Fields.</span>
+
:13. Hit <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add subscriptions</span>, select <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> in the popup. Save.
[[File:Fb bot setup webhooks step 2.png | center]]
+
[[File:Facebook webhooks add subscriptions select.png|border|center]]
 
<br><br>
 
<br><br>
:14. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Verify and Save</span> button.
+
:14. Proceed to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">App review</span> section and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add to submission</span> in front of pages_messaging API.
: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:Facebook add to submission pages messaging.png|border|center]]
[[File:Pages messaging add.png | center]]
   
<br><br>
 
<br><br>
[[File:Fb bot submission step 1.png | center]]
+
:15. Scroll down to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Current submission</span> section and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add details</span> link.
 +
[[File:Fb bot submission step 1.png|border|center]]
 
<br><br>
 
<br><br>
:16. Complete the steps you see in the pop-up.(the steps may be changed by Facebook with time)
+
:16. In the popup that appears provide the details according to the following example.
[[File:Fb but submit for review.png | center]]
+
[[File:Facebook_items_for_submission.png|border|center]]
 +
<br><br>
 +
:Screencast example [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=JeBF41JElW4&feature=youtu.be]]
 
<br><br>
 
<br><br>
 
:17. Submit your app for review.
 
:17. Submit your app for review.
[[File:Fb bot submission step 3.png | center]]
+
[[File:Fb bot submission step 3.png | border|center]]
 
<br><br>
 
<br><br>
 
:18. You can also make your app live for approved users to test.
 
: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.
 
:It will become available to all your page visitors after Facebook approval.
[[File:Fb bot make app public.png | center]]
+
[[File:Fb bot make app public.png | border| center]]
 
<br><br>
 
<br><br>
 +
:You can add users here:
 +
[[File:Facebook add test users.png|border|center]]
 
:19. It may take some time for Facebook to approve your application and your clients will be able to book using the chat bot.
 
:19. It may take some time for Facebook to approve your application and your clients will be able to book using the chat bot.
 
:Here you can see how approved request will look like<br>
 
:Here you can see how approved request will look like<br>
[[File:Bot approved.png | center]]
+
[[File:Bot approved.png | border| center]]
 
<br><br>
 
<br><br>
 +
 
-------
 
-------
   Line 964: Line 1,153:  
<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>
 +
;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>
 
<br><br>
 
;How to use
 
;How to use
Line 1,033: Line 1,249:  
'''How will it look like on the booking page:'''
 
'''How will it look like on the booking page:'''
 
<br>
 
<br>
:The clients will be able to use the arrows to choose the number of participants(the look ay differ depending on the theme you have).
+
:The clients will be able to use the arrows to choose the number of participants(the look may differ depending on the theme you have).
 
[[File:Group bookings client view.png ‎| center]]
 
[[File:Group bookings client view.png ‎| center]]
 
<br><br>
 
<br><br>
Line 1,336: Line 1,552:  
[[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.
 
[https://simplybook.me/en/membership-solution 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 if auto-prolonging is enabled. 
 +
:Otherwise, an offer will be created in Reports//Payment transactions and the membership will be prolonged when you approve it or you can prolong it manually in Reports//Payment transactions//Recurring profiles.;
 +
:<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>
 +
 
-------
 
-------
   Line 1,423: Line 1,635:  
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.
 
Allows clients to book more than one service before they check-out and pay for all booking with one payment. This Custom Feature adds "Book and add more" button to the "Details" step on the booking page. This Custom Feature allows clients to book several services on different time or day of the week.
 
<br><br><br>
 
<br><br><br>
:'''Please note!''' "Book and add more" button will not be shown if you are using classes timeline on the booking site, if several participants are selected with [[Custom_Features#Group_Bookings | group booking]] or if the service is recurring.
+
:'''Please note!''' "Book and add more" button will not be shown if you are using classes calendar layout on the booking site, if several participants are selected with [[Custom_Features#Group_Bookings | group booking]] or if the service is recurring.
 
<br>
 
<br>
 
;How to use
 
;How to use
Line 1,492: Line 1,704:  
[[File:Add new news item v3 updated.png | center]]
 
[[File:Add new news item v3 updated.png | center]]
 
<br><br>
 
<br><br>
 +
-------
 +
=Online Video Meetings=
 +
 +
 +
[[File:Online meeting icon.png|left]]<br><br>Use this feature to easily create meeting links for your clients and meet them online using video or phone
 +
<br><br><br><br>
 +
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">We also recommend enabling Client Login feature for the smooth client experience in joining the meetings as there may be errors if they try to join within a separate browser session.</span>
 +
<br><br><br><br>
 +
Video tutorial available [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=vYCbE0bT8Rc]]
 +
<br><br><br><br>
 +
;How to use:
 +
 +
:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Online meetings</span> custom feature in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">your SimplyBook.me account.</span>
 +
[[File:Online meetings enable path.png|border|center]]
 +
<br><br>
 +
:2. Login to <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://portal.azure.com/ Microsoft Azure portal]</span>  and your <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://teams.microsoft.com/ Microsoft Teams account]</span> with the user that is a member of your organization in MS Azure.
 +
:(Or create the accounts there)
 +
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' It is not possible to connect personal/private Microsoft Teams account to the system, it should be related to an organization via Microsoft Azure.</span>
 +
 +
<br><br>
 +
:3. Add <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Microsoft Teams</span> in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">MS Azure</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Azure Active Directory</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enterprise applications.</span>
 +
[[File:Ms azure connect ms teams.png|border|center]]
 +
<br><br>
 +
:And add yourself in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enterprise applications</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Microsoft Teams</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Users and Groups</span> on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">MS Azure side.</span>
 +
[[File:Ms azure teams users.png|border|center]]
 +
<br><br>
 +
:4. On SimplyBook.me side please click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Meeting services</span> block and choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Authorization</span> near <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Microsoft Teams”.</span>
 +
:Connect your Microsoft account.
 +
[[File:Ms teams authorization.png|border|center]]
 +
<br><br>
 +
:5. For the services/classes you wish to conduct online meetings switch the option <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable as online meeting service/class</span> on in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">click on service name</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">More options</span><br>(in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Classes</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">click on class name</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">More options</span> if you are using <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Classes_custom_feature|Classes feature]])</span>
 +
[[File:Ms teams more options1.png|border|center]]
 +
[[File:Ms teams more options2.png|border|center]]
 +
<br><br>
 +
:6. When the clients book such a service/class there will be online meeting link on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">My bookings page</span> for the associated booking. When the appointment time comes the clients will be able to follow it to access the meeting.<br>
 +
:For admin side it will be possible to follow the link from booking info popup form in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> or in <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:Ms teams client side link.png|border|center]]
 +
[[File:Ms teams admin side link.png|border|center]]
 +
<br><br>
 +
:7. (optonal) You can add online meetings link to provider and client notification templates so that both sides receive them with the booking details.<br>To do that please navigate to <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:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Flexible_Notifications_custom_feature|Flexible notifications]]</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> if you have customized notifications per service and/or provider).
 +
[[File:Ms teams add variables.png|border|center]]
 +
<br><br>
 +
 +
;Additional steps for case when you need to allow your Providers to have own MS Teams account connection:
 +
 +
:8. By default your MS Teams account that you have connected in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Step#6</span> will be used to generate meetings links and conduct meetings, but if you have several employees  in your company, they are added to SimplyBook.me side as providers and users and you wish them to use own MS Teams accounts for their online services/classes please make sure that you have them <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://docs.microsoft.com/en-us/azure/active-directory/fundamentals/add-users-azure-active-directory?context=azure/active-directory/users-groups-roles/context/ugr-context added as users]</span> in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">MS Azure</span> with access to this application as well as <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://support.microsoft.com/en-us/office/add-members-to-a-team-in-teams-aff2249d-b456-4bc3-81e7-52327b6b38e9 members]</span> on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">MS Teams side.</span>
 +
:(you can add users in MS Azure interface with internal domain or invite using existing email addresses)
 +
[[File:Ms azure teams users.png|border|center]]
 +
<br><br>
 +
:9. Then they need to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">log in to SimplyBook.me system</span> under their credentials and connect their accounts in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Online meetings.</span>
 +
[[File:Ms teams provider auth.png|border|center]]
 +
<br><br>
 +
:10. Once they have connected own accounts you will be able to see this information in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Online meetings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Meeting providers&Meeting services.</span>
 +
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' It is only possible to manually start a meetings for the users that have admin, senior employee or junior employee(connected to specific provider) <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Adding_other_users_to_the_system|rights.]]</span></span>
 +
[[File:Ms teams manually start.png|border|center]]
 +
<br><br><br><br>
 +
 
-------
 
-------
 
=Packages=
 
=Packages=
 
[[File:Packages icon.png | left]]
 
[[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.
+
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 some general items limit and 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.
      Line 1,503: Line 1,772:  
<br><br>
 
<br><br>
   −
Video tutorial available '''''[https://www.youtube.com/watch?v=aVVJ3f6pqek&feature=youtu.be here]'''''
+
Video tutorial available [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=PV-NcGv8kj4]]
 
<br><br>
 
<br><br>
 
;How to use
 
;How to use
:1. To switch this custom feature on, please navigate to your Custom Features page, go to “Other” section and click on “Enable”
+
:1. To switch this custom feature on, please navigate to your Custom Features page, go to “Booking related” section and click on “Enable”
<nomobile>[[File:Packages enable path.png | center]]</nomobile>
+
<nomobile>[[File:Packages enable path newcf.png | center]]</nomobile>
<mobileonly>[[File:M packages enable path.png | center]]</mobileonly>
   
<br><br>
 
<br><br>
:2. Then choose “Settings” option.  
+
:2. Then choose “Manage” option either near the custom feature or navigate to Packages in Manage section of the left-side menu.
<nomobile>[[File:Packages settings path.png | center]]</nomobile>
+
<nomobile>[[File:Packages settings path newcf.png | center]]</nomobile>
<mobileonly>[[File:M packages settings path.png | center]]</mobileonly>
   
<br><br>
 
<br><br>
 
:3. Just click on “+” button to create a new package. The form will appear on the right side of the page.
 
:3. Just click on “+” button to create a new package. The form will appear on the right side of the page.
Line 1,518: Line 1,785:  
<mobileonly>[[File:M create new package.png | center]]</mobileonly>
 
<mobileonly>[[File:M create new package.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
:4. Insert package name, add a description (you can even use HTML formatting for a better look) and image. At this point you can also set the package price: you can specify the cost (if you want to make a discount, for example) or skip price box to later keep the total cost of all the elements included.  
+
:4. Insert package name, add a description (you can even use HTML formatting for a better look) and image.  
:'''Please note,''' it is not possible to create a package without setting a price.
+
:At this point you can also set the package price: you can specify the cost (if you want to make a discount, for example) or  
 +
:skip price box to later keep the total cost of all the elements included.  
 +
:'''Please note,''' it is not possible to create a package without a price.
 
<nomobile>[[File:Add new package details.png | center]]</nomobile>
 
<nomobile>[[File:Add new package details.png | center]]</nomobile>
 
<mobileonly>[[File:M add new package details.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).
+
:5. Define the validity period of the package, enable and set the general limits for the items(optional, will influence services, add-ons and products connected to the package)
<nomobile>[[File:Package duration and limit.png | center]]</nomobile>
+
:and set the number of sets available (unlimited by default).
 +
<nomobile>[[File:Packages duration and limit settings.png |border| center]]</nomobile>
 
<mobileonly>[[File:M package duration and limit.png | center]]</mobileonly>
 
<mobileonly>[[File:M package duration and limit.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.  
+
:6. Proceed to adding services, products and add-ons to the package(you need to set them in addition to general limit if you use it for the restrictions to be applied).  
 +
:You will see three corresponding sections below.  
 
<nomobile>[[File:Package items possibilities.png | center]]</nomobile>
 
<nomobile>[[File:Package items possibilities.png | center]]</nomobile>
 
<mobileonly>[[File:M package items possibilities.png | center]]</mobileonly>
 
<mobileonly>[[File:M package items possibilities.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
:7. Please select “Services” section, check the boxes with the necessary items and set the quantity that will be available for booking.  
+
:7. Please select “Services” section, check the boxes with the necessary items and set the quantity that will be available for booking within the package.  
 
<nomobile>[[File:Add items to the package.png | center]]</nomobile>
 
<nomobile>[[File:Add items to the package.png | center]]</nomobile>
 
<mobileonly>[[File:M add items to the package.png | center]]</mobileonly>
 
<mobileonly>[[File:M add items to the package.png | center]]</mobileonly>
Line 1,543: Line 1,814:  
<mobileonly>[[File:M autocalculate the price.png | center]]</mobileonly>
 
<mobileonly>[[File:M autocalculate the price.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
:10. Now you can click on “Save and go purchase package” to issue it to certain customers or simply save everything and allow your clients to buy this package on your booking site.  
+
:10. Now you can click on “Save and issue package” to issue it to certain customers or simply save everything and allow your clients to buy this package on your booking site.  
<nomobile>[[File:Saving the package options.png | center]]</nomobile>
+
<nomobile>[[File:Package saving options new.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.
+
:If you assign a package from admin side or the client buys a package on the booking site he/she will receive package activation notification
:If the customer buys a package on the booking site he/she will receive the invoice like with the regular booking.  
+
:The invoice will be sent only in the case of the purchase and payment made from the client side.
 
<br><br>
 
<br><br>
 
:11. Go to Reports//Packages to check packages order history, customer data, as well as the number of remaining items.  
 
:11. Go to Reports//Packages to check packages order history, customer data, as well as the number of remaining items.  
:Use filters for more extensive analysis.  
+
:Use filters for more extensive analysis.
 +
:Here you can also cancel the package for the specific client if needed.
 
<nomobile>[[File:Package reports.png | center]]</nomobile>
 
<nomobile>[[File:Package reports.png | center]]</nomobile>
 
<mobileonly>[[File:M package reports.png | center]]</mobileonly>
 
<mobileonly>[[File:M package reports.png | center]]</mobileonly>
Line 1,557: Line 1,828:       −
;The use of Packages within the POS feature  
+
;The use of Packages within the POS feature
 
:1. Make sure you have enabled  POS custom feature.
 
:1. Make sure you have enabled  POS custom feature.
<nomobile>[[File:Pos enabled view.png | center]]</nomobile>
+
<nomobile>[[File:Pos enable path newcf.png | center]]</nomobile>
<mobileonly>[[File:M pos enabled view.png | center]]</mobileonly>
   
<br><br>
 
<br><br>
 
:2. Go to POS interface, click on “New sale” button.  
 
:2. Go to POS interface, click on “New sale” button.  
Line 1,590: Line 1,860:  
:1. The clients will be able to navigate to the “Packages” tab on your booking site.  
 
: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.
 
:'''Please note''', the client must be logged in to see his/her purchases.
<nomobile>[[File:Client side packages available.png | center]]</nomobile>
+
<nomobile>[[File:Packages client side new.png | border| center]]</nomobile>
 
<mobileonly>[[File:M client side packages available.png| center]]</mobileonly>
 
<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. They will find a suitable set, choose a start date and buy the package.  
<nomobile>[[File:Client side packages - buy.png | center]]</nomobile>
+
<nomobile>[[File:Packages client side new date select.png | center]]</nomobile>
 
<mobileonly>[[File:M client side packages - buy.png | center]]</mobileonly>
 
<mobileonly>[[File:M client side packages - buy.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
Line 1,600: Line 1,870:  
<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.
 
: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>
+
<nomobile>[[File:Packages client side new apply pack.png| center]]</nomobile>
 
<mobileonly>[[File:M client side packages - payment step.png | center]]</mobileonly>
 
<mobileonly>[[File:M client side packages - payment step.png | center]]</mobileonly>
 
<br><br>
 
<br><br>
<nomobile>[[File:Client side packages - confirmation-invoice.png | center]]</nomobile>
  −
<mobileonly>[[File:M client side packages - confirmation-invoice.png | center]]</mobileonly>
   
<br><br>
 
<br><br>
   Line 1,763: Line 2,031:  
<br><br>
 
<br><br>
 
--------
 
--------
=Rewards and Referrals=
+
=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>
 
<br>
[[File:Refferals-150.png ‎‎|left]]
     −
Send promotions to your clients with Rewards and Referrals custom feature! Reward your clients for telling others about your company promotions. You can get the advantage of both rewards and discounts. Use this to get more clients all year long and especially during low season as well as promote your business. Customize your promotions with defined dates, messages and codes.
+
 
<br><br><br>
+
;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=
 +
<br>
 +
[[File:Refferals-150.png ‎‎|left]]
 +
 
 +
Send promotions to your clients with Rewards and Referrals custom feature! Reward your clients for telling others about your company promotions. You can get the advantage of both rewards and discounts. Use this to get more clients all year long and especially during low season as well as promote your business. Customize your promotions with defined dates, messages and codes.
 +
<br><br><br>
 
:'''Please note''' that  
 
:'''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);
Line 1,823: Line 2,130:  
=Service Add-ons=
 
=Service Add-ons=
 
[[File:Paid attributes.png | left]]<br>
 
[[File:Paid attributes.png | left]]<br>
You can create add-ons for selected services. These add-ons do not influence service duration, but the service becomes more expensive. An example would be a massage, whereas the client could choose to add the luxury oil that costs more during massage.<br>
+
You can create add-ons for selected services. These add-ons can be set to influence service duration or not, but the service anyway becomes more expensive. <br>
 +
An example may be a massage, whereas the client could choose to add the luxury oil that costs more during massage.<br>
 
Use this to your advantage to sell more!<br><br>
 
Use this to your advantage to sell more!<br><br>
 
:'''Please note!''' This custom feature cannot be used without [[Custom_Features#Accept_Payments | Accept Payments]] custom feature, that is why this option will be automatically enabled as soon as you enable "Service Add-ons".
 
:'''Please note!''' This custom feature cannot be used without [[Custom_Features#Accept_Payments | Accept Payments]] custom feature, that is why this option will be automatically enabled as soon as you enable "Service Add-ons".
Line 1,830: Line 2,138:     
:1. To enable this option please go to your Custom Features page and click on “Enable” near “Service Add-ons” option.
 
:1. To enable this option please go to your Custom Features page and click on “Enable” near “Service Add-ons” option.
[[File:Service add-ons enable path.png | center]]
+
[[File:Service add ons enable path newcf2.png |border| center]]
 
<br><br>
 
<br><br>
:2. Click on “Settings” button that will appear there or select Manage// Service Add-ons section and you will get to a page where you will be able to create all necessary items.
+
:2. Click on “Manage” button that will appear there or go to Manage -> Service Add-ons section and you will get to a page where you will be able to create all necessary items.
[[File:Service add-ons settings path.png | center]]
+
[[File:Service add ons settings path newcf.png|border| center]]
 
<br><br>
 
<br><br>
 
:3. Click on “+” icon to create new add-on, set its name and price.<br>
 
:3. Click on “+” icon to create new add-on, set its name and price.<br>
 
:'''Please note!''' It is not possible to create free add-ons, each of them needs to have price added.
 
:'''Please note!''' It is not possible to create free add-ons, each of them needs to have price added.
[[File:Create new service add-on v3.png | center]]
+
:Add the desired duration if you need it to influence the overall appointment time.
 +
[[File:Service add ons with duration create.png | border|center]]
 
<br><br>
 
<br><br>
 
:4. To relate the add-on with particular service(s) please use “Connected services” tab and check the boxes with desired services/classes.
 
:4. To relate the add-on with particular service(s) please use “Connected services” tab and check the boxes with desired services/classes.
Line 1,846: Line 2,155:  
[[File: Selected add-on.png | center]]
 
[[File: Selected add-on.png | center]]
 
<br><br>
 
<br><br>
Here you can see how the add-ons can look like on the booking page:
+
:Here you can see how the add-ons can look like on the booking page:
[[File:Add-ons booking page view.png | center]]
+
:'''Please note!''' We recommend using the following calendar layouts in case you set service add-ons with duration: modern, slots weekly, flexible, flexible weekly or flexible provider.<br>
 +
:In this case add-ons step will be shown before time step and the timeslots displayed should suit the items selected in most cases.
 +
[[File:Service add ons with duration client side.png | border|center]]
 +
<br><br>
 +
:With other calendar layouts such as:  daily classes, weekly classes и modern provider this step will be shown after time selection step and
 +
:if all the selections do not fit the choices the clients will get an error that the service cannot be booked.
 +
[[File:Service add ons with duration client side unsupported timelines.png|border|center]]
    
<br><br>
 
<br><br>
Line 1,859: Line 2,174:  
[[File:Add add-ons list to emails.png | center]]
 
[[File:Add add-ons list to emails.png | center]]
 
<br><br>
 
<br><br>
 +
 
--------
 
--------
   Line 2,008: Line 2,324:  
<br><br>
 
<br><br>
 
------
 
------
 
+
=[[SSO-SAML_Custom_Feature|SSO: SAML]]=
=Status=
+
[[File:Saml icon.png| left]] <br>This custom feature allows to setup Single Sign-On process for you as the system admin and your account users thus enabling login to SimplyBook.me system from MS Azure applications panel. You can create users in MS Azure within the desired access level groups and the corresponding user types will be added in your SimplyBook.me system on the first login.
 +
<br><br>
 +
<br><br>
 +
;How to use:
 +
<br>
 +
:1. Create account at <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://portal.azure.com/#home Microsoft Azure]</span> if you do not have one yet.
 
<br>
 
<br>
[[File:Status new icon.png‎ ‎|left]]
+
:2. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SSO: SAML</span> Custom feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page .
 
+
[[File:Sso enable path.png|border|center]]
If you have a company with many providers, and a service desk accepting clients you can add status possibility to events to see the status. This is for example used to mark appointment with one status as "client has arrived", and then another as "Client has left and paid" whatever suits your needs.
   
<br><br>
 
<br><br>
::'''Please note''', if you use [[Custom_Features#Provider.27s_Color_Coding | Provider's Color Coding custom feature]], Status custom feature has higher priority than Provider's Color Coding. Therefore, colors of the booking statuses will be displayed.
+
:3. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> to edit the connection settings.
<br>
+
[[File:Sso settings path.png|border|center]]
 
+
<br><br>
;How to use
+
:4. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Microsoft Azure Configuration</span> on the left and log in to your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">MS Azure account</span> there to start connection setup.
:1. Activate this custom feature in the Custom Features section//Booking related.
+
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' You need to have administrator access in MS Azure as well to be able to connect applications.</span>
[[File:Status enable path.png | center]]
+
[[File:Sso start connection setup.png|border|center]]
 +
<br><br>
 +
:5. After successful login you will see the first block with basic options on SimplyBook.me side.
 +
[[File:Sso basic settings block.png|border|center]]
 +
<br><br>
 +
:6. In MS Azure please navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Active Directory.</span>
 +
[[File:Ms azure select active directory.png|border|center]]
 +
<br><br>
 +
:7. Select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enterprise applications</span> in the left-side menu and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">add new application.</span><br>
 +
:(you may need paid MS Azure or Premium trial subscription there to add applications)
 +
[[File:Ms azure select enterprise applications.png|border|center]]
 +
<br><br>
 +
[[File:Ms azure new enterprise applications.png|border|center]]
 +
<br><br>
 +
:8. Choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">non-gallery</span> type. Add its name and save.
 +
<br><br>
 +
:9. On the next page click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Set up single sign on</span> and select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SAML.</span>
 +
[[File:Ms azure select single sign on.png|border|center]]
 +
<br><br>
 +
[[File:Ms azure select single sign on saml.png|border|center]]
 +
<br><br>
 +
:10. Use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Pen</span> icon in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Basic SAML Configuration</span> block to edit.
 +
[[File:Ms azure saml basic edit path.png|border|center]]
 +
<br><br>
 +
:11. Copy the urls from <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SimplyBook.me SSO: SAML feature</span> to the corresponding boxes on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">MS Azure side.</span> Save.
 +
[[File:Sbm saml basic settings page.png|border|center]]
 +
<br><br>
 +
:12. On <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">MS Azure side</span> scroll to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SAML Signing Certificate</span> part and download <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Certificate(Base64).</span> Open it with notepad or similar text editor, copy the certificate code and paste it to the corresponding box into <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SSO: SAML Custom Feature.</span>
 +
[[File:Sbm saml download cetrificate.png|border|center]]
 +
<br><br>
 +
[[File:Sbm saml certificate copy.png|border|center]]
 +
<br><br>
 +
:13. Scroll <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">MS Azure side</span> page to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Set up For tutorial</span> block and find <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Login URL,</span> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Azure AD Identifier</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Logout URL</span> options, Copy each of them and paste to the corresponding boxes on SimplyBook.me side.
 +
[[File:Sbm saml to tutorial block.png|border|center]]
 +
<br><br>
 +
:14. Go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">User attributes and claims</span> block on MS Azure side and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Pen</span> icon to edit it.
 +
[[File:Ms azure user attributes and claims.png|border|center]]
 +
<br><br>
 +
:15. For <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Unique User Identifier</span>(click on it to edit) please set <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">user.mail</span> variable as <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Source Attribute.</span> It is the parameter that will allow us to differentiate between different user logins.
 +
[[File:Ms azure user attributes and claims identifier.png|border|center]]
 +
<br><br>
 +
[[File:Ms azure user attributes and claims identifier mail.png|border|center]]
 +
<br><br>
 +
:16. For additional claims please add <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Groups</span> option using <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add group claim</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Name</span> with <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add new claim</span> buttons correspondingly.<br>
 +
:You can also add phone and last name if you need. See claims setup example below.
 +
[[File:Ms azure user attributes and claims add claim.png|border|center]]
 +
<br><br>
 +
:17. Copy the claims titles to the corresponding boxes on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SimplyBook.me side.</span>
 +
[[File:Sso saml claims titles copy.png|border|center]]
 +
<br><br>
 +
:18. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Azure Active Directory homepage</span> and go to Users section, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">create all users</span> that you would like to access the system if they are not created yet.
 +
[[File:Ms azure add users path.png|border|center]]
 +
<br><br>
 +
:19. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Groups</span> create groups that will correspond to SimplyBook.me user types. For example, Admins for admin level users, Senior Employees for Senior Employee access, etc.
 +
:You can create only one group if all your users have admin access, for example.
 +
[[File:Ms azure add groups path.png|border|center]]
 +
<br><br>
 +
:20. Add users to the corresponding groups.
 +
[[File:Ms azure add groups users.png|border|center]]
 +
<br><br>
 +
:21. Make sure each group contains the corresponding <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">memberships.</span>
 +
[[File:Ms azure add groups memberships.png|border|center]]
 +
<br><br>
 +
:22. Copy each group <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Object ID</span> to the corresponding box in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">User Group matching</span> settings on SimplyBook.me side.
 +
:(If you have only one group for admins insert same object ID everywhere in that block). Save settings.
 +
[[File:Copy object ids from azure to sbm.png|border|center]]
 +
<br><br>
 +
:23. Once the users are given the access to <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://account.activedirectory.windowsazure.com/r#/applications Applications dashboard]</span> they can log in to SimplyBook.me with their access level by a click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SimplyBook.me application icon.</span>
 +
[[File:Application panel to login with saml.png|border|center]]
 +
<br><br>
 +
:The corresponding user types will be added automatically to your SimplyBook.me account with the data passed according to your settings.
 +
<br><br><br><br>
 +
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span><br>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It is not possible to connect existing SimplyBook.me side users to MS Azure users.</span>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">For such users it is not possible to reset SimplyBook.me passwords, edit access level, username, access personal data report.</span><br>
 +
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">They need to contact MS Azure administrator if they loose access to applications page or contact SimplyBook.me default admin to request personal data report.</span><br>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If you need to restrict access for such users you can remove or block them on MS Azure side.</span><br>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If you change the group the user is included to on MS Azure side or remove the user there the access level will be updated on SimplyBook.me side within several minutes or the user will be logged out.</span>
 +
<br><br>
 +
<br><br>
 +
 
 +
------
 +
 
 +
=Status=
 +
<br>
 +
[[File:Status new icon.png‎ ‎|left]]
 +
 
 +
If you have a company with many providers, and a service desk accepting clients you can add status possibility to events to see the status. This is for example used to mark appointment with one status as "client has arrived", and then another as "Client has left and paid" whatever suits your needs.
 +
<br><br>
 +
::'''Please note''', if you use [[Custom_Features#Provider.27s_Color_Coding | Provider's Color Coding custom feature]], Status custom feature has higher priority than Provider's Color Coding. Therefore, colors of the booking statuses will be displayed.
 +
<br>
 +
 
 +
;How to use
 +
:1. Activate this custom feature in the Custom Features section//Booking related.
 +
[[File:Status enable path.png | center]]
 +
<br><br>
 +
:2. Go to the settings of this custom feature
 +
[[File:Status settings path.png | center]]
 +
<br><br>
 +
:3. Press "+" to add new status.<br>
 +
:Insert "Name", "Description" and assign the color to this status. If you leave the switcher "Status by default" on, status will automatically apply to all new bookings.
 +
[[File:Create statuses v3.png| center]]
 +
<br><br>
 +
-------
 +
 
 +
=Take Me Back Home=
 +
<br>
 +
[[File:Take me back home new icon.png ‎|left]]
 +
 
 +
The Take Me Back Home Custom Feature, allows you to bring clients back to your home page or selected URL after a booking has been performed on the booking page. Clients can press a link or they will be brought back to your homepage after 10 seconds by a redirect script.
 +
<br><br><br>
 +
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' This feature is not compatible with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Kiosk_custom_feature |Kiosk]]</span> custom feature.</span>
 +
<br><br>
 +
[[File:Take me back home new theme.png|center]]
 +
<br><br>
 +
;How to use
 +
:1. Enable Take Me Back Home in the Custom Features section//Look and Feel.
 +
[[File:Take me back home enable path.png | center]]
 +
<br><br>
 +
:2. Go to its settings.
 +
[[File:Take me back home settings path.png | center]]
 +
<br><br>
 +
:3. Insert the link where you want your clients to be redirected, write a text for this link.<br>
 +
:Also insert the link where you want your clients to be redirected for mobile version and add text for this link.
 +
:4. Enable or leave disabled "Enable auto redirect to your site". If enabled, it will redirect your clients automatically to the page you indicated in the "link to your website" filed in 10 seconds.
 +
:5. Write auto redirect text that will be displayed in case the option "Enable auto redirect to your site" is enabled('''please note!''' do not change "%s" part for correct timer work).
 +
[[File:Take me back home settings v3.png|center]]
 +
<br><br>
 +
--------
 +
 
 +
=Terms and Conditions=
 +
 
 +
<br>
 +
[[File:Terms and conditions new icon.png ‎|left]]
 +
 
 +
If you want your business to be bulletproof then this Custom Feature is a MUST. Use it to create and manage terms & conditions for your company towards your clients.
 +
The text inserted in the Custom Feature will be displayed on the "Details" page above the "Book Now" button or on sign up step if you are using [[Custom_Features#Client_Login | Client login feature]] as a checkbox with text "''I agree with -your company name- Terms & Conditions''" and the clients will need to agree to it to be able to book your services
 +
<br><br>
 +
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 +
<br><br>
 +
;How to use
 +
:1. Enable this feature on your Custom Features page.
 +
[[File:Terms and conditions enable path free.png| center]]
 +
<br><br>
 +
:2. Go to its settings to add your Terms and Conditions.
 +
[[File:Terms and conditions settings path free.png| center]]
 +
<br><br>
 +
:3. Add your text. You can use HTML formatting there to adjust the look.
 +
[[File:Terms and conditions settings v3 new.png | center]]
 +
<br><br>
 +
-------
 +
=Tickets=
 +
[[File:Tickets icon.png| left]] <br>
 +
 
 +
Issue tickets for services, classes and events. The tickets can be printed or shown from mobile screen by clients and then be scanned using the SimplyBook.me admin app, or manually inserted in the Validate tickets section of SimplyBook.me. If you have HTML/CSS knowledge and Premium plan, you can customize the look of your tickets.
 +
 
 +
<br><br>
 +
Video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=ONN7Lia_kfc&feature=youtu.be]]
 +
 
 +
 
 +
 
 +
<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 <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept deposits custom feature|Accept Deposits]];</span></span>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">the tickets are attached in PDF format to client confirmation email;</span>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">if <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Pay Later</span> is enabled within <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept payments custom feature|Accept Payments]]</span> feature, the client selects it during booking,<br></span>
 +
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">the tickets will be sent within the separate email template after admin accepts the payment in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment transactions</span> report.<br></span>
 +
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It can be edited in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Tickets.</span></span>
 +
[[File:Pay later template.png|border|center]]
 
<br><br>
 
<br><br>
:2. Go to the settings of this custom feature
+
 
[[File:Status settings path.png | center]]
+
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">the tickets are limited: every subscription has 300 tickets/month included(140 in trial period) and you can buy more in Plans&Prices -> Additional items.</span>
 +
[[File:Ticket pack purchase.png|border|center]]
 
<br><br>
 
<br><br>
:3. Press "+" to add new status.<br>
  −
:Insert "Name", "Description" and assign the color to this status. If you leave the switcher "Status by default" on, status will automatically apply to all new bookings.
  −
[[File:Create statuses v3.png| center]]
   
<br><br>
 
<br><br>
-------
     −
=Take Me Back Home=
+
;How to use
<br>
  −
[[File:Take me back home new icon.png ‎|left]]
     −
The Take Me Back Home Custom Feature, allows you to bring clients back to your home page or selected URL after a booking has been performed on the booking page. Clients can press a link or they will be brought back to your homepage after 10 seconds by a redirect script.
+
:1. Enable this feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page.
<br><br><br>
+
[[File:Tickets enable path.png|border|center]]
<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>
 
<br><br>
[[File:Take me back home new theme.png|center]]
+
:2. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> using the link near the enabled feature or 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</span> section.
 +
[[File:Tickets manage path.png |border|center]]
 
<br><br>
 
<br><br>
;How to use
+
:3. Select the service you would like to sell the tickets for with a click and go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Tickets</span> tab.
:1. Enable Take Me Back Home in the Custom Features section//Look and Feel.
  −
[[File:Take me back home enable path.png | center]]
   
<br><br>
 
<br><br>
:2. Go to its settings.
+
:4. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable</span> tickets issuing and connect the template by clicking on it. Save settings.
[[File:Take me back home settings path.png | center]]
+
:(There is one default template, but with Premium plan you can create your own one).
 +
[[File:Attach ticket to service.png|border|center]]
 
<br><br>
 
<br><br>
:3. Insert the link where you want your clients to be redirected, write a text for this link.<br>
+
:5. When the event time comes and you need to validate tickets please go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Tickets</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Validate ticket.</span>
:Also insert the link where you want your clients to be redirected for mobile version and add text for this link.
+
[[File:Validate tickets path.png|border|center]]
:4. Enable or leave disabled "Enable auto redirect to your site". If enabled, it will redirect your clients automatically to the page you indicated in the "link to your website" filed in 10 seconds.
  −
:5. Write auto redirect text that will be displayed in case the option "Enable auto redirect to your site" is enabled('''please note!''' do not change "%s" part for correct timer work).
  −
[[File:Take me back home settings v3.png|center]]
   
<br><br>
 
<br><br>
--------
+
:6. Look for the ticket by its unique number(can be used on desktop and mobile) or scan the QR code(open that page from mobile device).
 
+
:Check the booking information if necessary and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Validate ticket</span>
=Terms and Conditions=
+
[[File:Validate ticket steps pc.png|border|center]]
 
  −
<br>
  −
[[File:Terms and conditions new icon.png |left]]
  −
 
  −
If you want your business to be bulletproof then this Custom Feature is a MUST. Use it to create and manage terms & conditions for your company towards your clients.
  −
The text inserted in the Custom Feature will be displayed on the "Details" page above the "Book Now" button or on sign up step if you are using [[Custom_Features#Client_Login | Client login feature]] as a checkbox with text "''I agree with -your company name- Terms & Conditions''" and the clients will need to agree to it to be able to book your services
   
<br><br>
 
<br><br>
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
+
[[File:Validate ticket mobile manually find.png|border|center]]
 
<br><br>
 
<br><br>
;How to use
+
:7. If you have SimplyBook.me admin application you can easily scan and check-in tickets there from <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Dashboard.</span>
:1. Enable this feature on your Custom Features page.
+
[[File:Scan ticket path in app.png|border|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.
+
:8. Ticket codes can be found in the related bookings on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> page or in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details</span> report.
[[File:Terms and conditions settings path free.png| center]]
+
:You can also print tickets from there.
 +
[[File:Ticket info in calendar.png|border|center]]
 +
[[File:Ticket info in reports.png|border|center]]
 
<br><br>
 
<br><br>
:3. Add your text. You can use HTML formatting there to adjust the look.
+
:9. (optional) If you have Premium plan and know HTML/CSS or have someone who can help with it you can create a custom ticket template in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Tickets</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom ticket.</span>
[[File:Terms and conditions settings v3 new.png | center]]
+
[[File:Custom ticket look example.png|border|center]]
 
<br><br>
 
<br><br>
 +
:10. From the client side they can get tickets on the appointment/payment confirmation page when the booking process is completed.
 +
:Or they can go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">My bookings</span> tab and use the corresponding button there to download ticket PDF and print.
 +
[[File:Ticket client side 1.png|border|center]]
 +
[[File:Tickets client side 2.png|border|center]]
 +
 +
<br><br><br><br>
 +
    
-------
 
-------
Line 2,086: Line 2,566:  
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.
Line 2,091: Line 2,573:  
<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>
 
-------------
 
-------------
Line 2,150: Line 2,632:  
* Information about <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Membership |membership]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Coupons_.26_Gift_Cards |promotion]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Packages |package]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Products_for_Sale |product]]</span> used is not included as it relates to invoice and not to booking;
 
* Information about <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Membership |membership]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Coupons_.26_Gift_Cards |promotion]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Packages |package]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Products_for_Sale |product]]</span> used is not included as it relates to invoice and not to booking;
 
* Comment change doesn't launch any trigger;
 
* Comment change doesn't launch any trigger;
* To be able to use Booking change/Booking cancellation triggers in order to change existing records in Action app you need to use Premium Zapier account, as Search step is needed to find the record in action app;
+
* To be able to use Booking change/Booking cancellation triggers in order to change existing records in Action app you need to use paid Zapier account(please check current pricing with them and if it includes multi-step zaps), as Search step is needed to find the record in action app;
 
* If more items are added to admin interface after ZAP was created, you need to press "Get more samples" button at "Trigger step" -> "Test this step" in Zapier to fetch new available fields and data (zap template should be changed);
 
* If more items are added to admin interface after ZAP was created, you need to press "Get more samples" button at "Trigger step" -> "Test this step" in Zapier to fetch new available fields and data (zap template should be changed);
* Invoice data is not sent;
+
* Invoice data can be sent with New Invoice trigger;
 
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#SOAP |SOAP]]</span> data is not sent;
 
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#SOAP |SOAP]]</span> data is not sent;
 
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Tax]]</span> information is not sent, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |service price]]</span> is shown without taxes added;
 
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Tax]]</span> information is not sent, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |service price]]</span> is shown without taxes added;
Line 2,159: Line 2,641:     
<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 2,193: Line 2,677:  
* 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>