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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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<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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<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>
 +
    +
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>
    +
<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>
 +
: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.
 +
<br><br>
 +
:5. Choose the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">field type:</span>
 +
:'''digits only''' - allows entering only numbers. Useful when you need to know the age, height or any other information that will require only digits.
 +
:'''single line''' - usually used for short answers
 +
:'''multiple lines''' - use this type of filed if you expect lengthy explanations from your clients
 +
:'''checkbox''' - creates a checkbox that clients should either check or leave unchecked.
 +
:'''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=
 
=Client Login=
 
<br>
 
<br>
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*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It is not possible to reschedule recurring and group batch appointments;</span>
 
*<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;">If <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Coupons_and_Gift_Cards_custom_feature|gift card, coupon]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Membership_custom_feature|membership]]</span> or <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Packages_custom_feature|a package]]</span> were applied during initial booking process it is not possible to reschedule by client;</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Some <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[How_to_change_the_way_time_slots_are_shown|timelines]]</span> change on rescheduling page (''flexible provider'' becomes ''flexible''; ''modern provider'' becomes ''modern''; ''weekly classes'' becomes ''slots weekly''; ''daily classes'' is replaced by ''modern'').</span>
+
*<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>
 
<br><br>
 
;How to use
 
;How to use
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-------
 
-------
 
=Display Remaining Spaces=
 
=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 timelines; Modern, Slots weekly, Daily and Weekly classes timelines.
+
[[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>
 
<br><br>
 
<br><br>
 
'''Please note!'''
 
'''Please note!'''
 
*This feature is not compatible with Limit Bookings;
 
*This feature is not compatible with Limit Bookings;
*Works for the following timelines only: slots weekly, modern, weekly and daily classes, modern provider.
+
*Works for the following calendar layouts only: slots weekly, modern, weekly and daily classes, modern provider.
 
<br><br>
 
<br><br>
 
:Video tutorial available [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=Dn0tNJhOToE]]
 
:Video tutorial available [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=Dn0tNJhOToE]]
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:- you can issue membership without an invoice;
 
:- you can issue membership without an invoice;
 
:- if you select issuing with the invoice and the membership is recurring it is possible to set manual or automatic <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">recurring mode</span> and set the number of times to repeat for the automatic one,
 
:- if you select issuing with the invoice and the membership is recurring it is possible to set manual or automatic <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">recurring mode</span> and set the number of times to repeat for the automatic one,
:so that the new invoice will be generated each time the membership is prolonged;
+
: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;">'''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>
 
:<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>
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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
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[[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=
Line 1,969: Line 2,156:  
<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:
:'''Please note!''' We recommend using the following timelines in case you set service add-ons with duration: modern, slots weekly, flexible, flexible weekly or flexible provider.<br>
+
:'''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.
 
: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]]
 
[[File:Service add ons with duration client side.png | border|center]]
 
<br><br>
 
<br><br>
:With other timelines such as:  daily classes, weekly classes и modern provider this step will be shown after time selection step and  
+
: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.
 
: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]]
 
[[File:Service add ons with duration client side unsupported timelines.png|border|center]]
Line 2,136: Line 2,323:  
[[File:Ssl enable path free.png | center]]
 
[[File:Ssl enable path free.png | center]]
 
<br><br>
 
<br><br>
 +
------
 +
=[[SSO-SAML_Custom_Feature|SSO: SAML]]=
 +
[[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>
 +
: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]]
 +
<br><br>
 +
:3. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> to edit the connection settings.
 +
[[File:Sso settings path.png|border|center]]
 +
<br><br>
 +
: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.
 +
:<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: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>
 +
 
------
 
------