Difference between revisions of "Custom Features"

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{{#seo:
 
{{#seo:
|title=Frequently Asked Questions about the Popular Appointment Booking System Scheduler SimplyBook.me
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|title=Custom Features - SimplyBook.me
 
|titlemode=append
 
|titlemode=append
|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features
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|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality
 
}}
 
}}
  
  
Custom Features are additional functionalities of the system that will help you to improve your business.  Please check the list of Custom Features below along with their descriptions and instructions how to use.  
+
Custom Features are additional functionalities of the system that will help you to improve your business.  Please check the list of Custom Features below along with their descriptions and instructions how to use.<br><br>
=Accept Payments=
+
 
 +
 
 +
Video overview [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=Oh_HdraT-eA]]
 +
 
 +
 
 +
You may also need:
 +
*[[Popular_custom_features_by_business_category | TOP 10 Custom Features per Business Category]]
 +
*[[Custom Features dependent on other Custom Features]]
 +
*[[What Custom Features do not work with each other]]
 +
*[[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=
 +
[[File:Accept deposits icon.png |left]]<br> Use deposits to increase the likelihood of clients coming for the service and make sure that in case they do not show up that you can keep the deposit. Remark that some clients may contact their bank directly to get refund of deposits in which case there is little that can be done but such cases should be rare.
 +
 
 +
<br><br>
 +
<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;">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>
 +
<br><br>
 +
;How to use
 +
 
 +
:1. To enable this feature please navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Business enhancements</span> section, click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accept deposits</span> and either move the switcher to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">On</span> position or hit <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable</span> button on the right side of the page.
 +
[[File:Accept deposits enable path.png |border| center]]
 +
<br><br>
 +
:2. You can set the system to allow the clients to pay deposits only via booking site by disabling <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow clients to pay full price</span> option on the right side of the page.<br>
 +
:In this case if deposit amount is indicated per service/class the client will pay that amount to confirm their booking.<br>
 +
:If only full amount is set per service/class then the clients will pay full price.
 +
:In case <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow clients to pay full price</span> is enabled(default state) and deposit amount is indicated per service/class the clients will have a choice to pay either full price or deposit at checkout.
 +
[[File:Accept deposits setting.png|border| center]]
 +
<br><br>
 +
:3. To set deposits per your services please either go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services(Classes)</span> or use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> button near this custom feature title.
 +
[[File:Accept deposits go to service management.png |border|center]]
 +
<br><br>
 +
:4. Click on the service/class name for the desired item to open <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service/Class details</span> tab and move <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable deposit</span> switcher to the active position.
 +
[[File:Enable deposit per service.png |boredr|center]]
 +
<br><br>
 +
:5. Indicate the amount you would like to receive as a deposit for this item in the corresponding box(it should be less than actual price, but more than 0) and save settings.
 +
[[File:Set deposit per service.png |boredr|center]]
 +
<br><br>
 +
:6. After you save all the settings the services will have two prices displayed on the booking site: full amount and deposit.
 +
[[File:Deposit booking page view.png |border|center]]
 +
<br><br>
 +
:7. When the clients pay the deposit amount online to confirm their booking two orders/invoices will be created in the system: one for the deposit and the second for the rest amount<br>
 +
:(it will be shown as pending till the client pays at the place of appointment and you manually approve it).<br>
 +
:You can manage them in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment transactions.</span>
 +
[[File:Deposit booking invoices.png|border| center]]
 +
<br><br>
 +
:Or via <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Point_of_Sale_custom_feature|Point of Sale]]</span> interface:
 +
[[File:Deposit booking pos.png|border|center]]
 +
<br><br>
 +
------
 +
=[[Accept payments custom feature |Accept Payments]]=
 
<br>
 
<br>
 
[[File:Accept payments small2.png|left]]
 
[[File:Accept payments small2.png|left]]
  
 
Accept Payments Custom Feature allows you to accept payments from your clients online. You can set the price for your service and when your clients make a booking, they will be redirected to the payment page.  
 
Accept Payments Custom Feature allows you to accept payments from your clients online. You can set the price for your service and when your clients make a booking, they will be redirected to the payment page.  
You can accept payments via CardConnect, Alipay, Asiapay (PayDollar, PesoPay, SiamPay), Authorize, Bitcoins, Borgun.is, CCAvenue, Dwolla, ECPay, Faturah, GoCoin, Korta.is, Liqpay, Mollie, Payfast, Payfort, Paymentwall, PayPal, PaySafeCard, PayU(Latin America), Pin Payments, Robokassa, Skrill, Square, Stripe, 2Checkout, Virtual Card Services, Worldpay and Zooz.
+
You can accept payments via Alipay, Asiapay (PayDollar, PesoPay, SiamPay), Authorize, Bitcoins, Borgun.is, CCAvenue, Dwolla, ECPay, GoCoin, Korta.is, Liqpay, Mollie, Pagar.me, Payfast, Payfort, Paymentwall, PayPal, PaySafeCard, PayTabs, PayU(Latin America), Pin Payments, Robokassa, Skrill, Square, Stripe, Swish, TapPay, 2Checkout, Virtual Card Services, Worldpay and Zooz.
<br>
+
<br><br>
 
 
  
 +
'''Video tutorial available ''[https://www.youtube.com/watch?v=zILWAi1_Nao&t=23s here]''.'''
 +
<br><br>
 
;How to use
 
;How to use
 
:1. Enable Accept Payments Custom Feature in the Custom Feature section.
 
:1. Enable Accept Payments Custom Feature in the Custom Feature section.
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<br><br>
 
<br><br>
 
:3. On the right side you will see the list of processors available. Please find the desired one and add your credentials.
 
:3. On the right side you will see the list of processors available. Please find the desired one and add your credentials.
[[File:Payment processors list.png | center]]
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[[File:Payment processors list1.png | center]]
 
<br><br>
 
<br><br>
 
::3.1 (Optional) Set your payment timeout in the left-side section of this feature, we recommend not less than 20-30  minutes.
 
::3.1 (Optional) Set your payment timeout in the left-side section of this feature, we recommend not less than 20-30  minutes.
 
::3.2 (Optional) In the settings you can also make payment after booking mandatory or optional by setting "Allow delay payment" option(client will pay on place) to Off or On.  
 
::3.2 (Optional) In the settings you can also make payment after booking mandatory or optional by setting "Allow delay payment" option(client will pay on place) to Off or On.  
 
:4. In Manage//Services//(select the service to edit)//Service details //Price set the price of your service.
 
:4. In Manage//Services//(select the service to edit)//Service details //Price set the price of your service.
 +
[[File:Set service price.png | center]]
 +
<br><br>
 +
:5. Add invoice information to the corresponding block and your clients will receive invoices about any purchase made within your system. You can also disable sending invoices to your clients if necessary.
 +
[[File:Invoice settings1.png| center]]
 
<br><br>
 
<br><br>
 
;How Accept Payments Custom Feature works
 
;How Accept Payments Custom Feature works
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[[File: Paid booking view.png ‎|center]]<br><br>
 
[[File: Paid booking view.png ‎|center]]<br><br>
 
::3.2. do not finish paying: the client is directed to the payment system, but then he closes the page, closes the browser, or simply leaves it open without any actions for a long period of time. In this case, the system will wait until timeout you set up in the settings of [[Custom_Features#Accept_Payments | Accept payments Custom Feature]] will end and will cancel the non-paid booking. Emails to client and admin won't be sent about the timed out bookings because they were never finished. Same happens if the client paid, but paid later than timeout. In this case, if you receive a notification from PayPal/Stripe/etc. that client paid for a booking but too late, you can go to Reports//Payment transactions and approve this booking manually.<br>
 
::3.2. do not finish paying: the client is directed to the payment system, but then he closes the page, closes the browser, or simply leaves it open without any actions for a long period of time. In this case, the system will wait until timeout you set up in the settings of [[Custom_Features#Accept_Payments | Accept payments Custom Feature]] will end and will cancel the non-paid booking. Emails to client and admin won't be sent about the timed out bookings because they were never finished. Same happens if the client paid, but paid later than timeout. In this case, if you receive a notification from PayPal/Stripe/etc. that client paid for a booking but too late, you can go to Reports//Payment transactions and approve this booking manually.<br>
[[File: Approve timeout booking.png ‎|center]]<br><br>
+
[[File:Approve timeout booking v3.png ‎|center]]<br><br>
  
 
;What is "Allow delay payment" option
 
;What is "Allow delay payment" option
[[File:Allow delay payment option.png ‎| border | right]]
+
[[File:Allow delay payment option.png ‎| border | center]]
 
When your clients are transferred to the payment page after "Details" tab, they usually have several options: your payment processor (one or several) and "Pay Later". "Pay Later" means that client will pay right on the place when he/she arrives to the appointment. In your Dashboard, when you click on appointment, such booking in the service price field will have remark (Pay Later). If you want to disable "Pay later" option, set the switcher to "Off" position for "Allow delay payment" in the settings of  [[Custom_Features#Accept_Payments | Accept payments Custom Feature]].
 
When your clients are transferred to the payment page after "Details" tab, they usually have several options: your payment processor (one or several) and "Pay Later". "Pay Later" means that client will pay right on the place when he/she arrives to the appointment. In your Dashboard, when you click on appointment, such booking in the service price field will have remark (Pay Later). If you want to disable "Pay later" option, set the switcher to "Off" position for "Allow delay payment" in the settings of  [[Custom_Features#Accept_Payments | Accept payments Custom Feature]].
 
<br><br>
 
<br><br>
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<br><br>
 
<br><br>
 
;How to add tax to services
 
;How to add tax to services
You can set it in the settings of [[Custom_Features#Accept_Payments | Accept payments Custom Feature]] in the field "Sales tax".
+
:1. You can set it in the settings of [[Custom_Features#Accept_Payments | Accept payments Custom Feature]]. Switch on the option "Include tax to the prices"
 +
:2. Follow the link "Edit taxes" below that option.
 +
[[File:Add taxes1.png | center]]
 +
<br><br>
 +
:3. Create all tax options you need. You will be able to select which tax to apply to which service or set default tax.
 +
[[File:Creating tax.png | center]]
 +
<br><br>
 +
:4. Go to Manage//Services and select the tax option per service.
 +
[[File:Add tax to service.png | center]]
 
<br><br>
 
<br><br>
;How to set the confirmation fee, not the whole price for the service
 
:1. Enable [[Custom_Features#Accept_Payments | Accept payments Custom Feature]] in the the Custom Features section.
 
:2. Choose payment processor and fill in the necessary details.
 
:3. In Manage//Services//(select the service to edit)//Service details //Price set the price of your service (the confirmation fee you want to receive). In the description of the service write full price for your clients to know.
 
 
 
;Can I use other payment processor not listed in the Accept Payments Custom Feature?
 
;Can I use other payment processor not listed in the Accept Payments Custom Feature?
Yes, please read [http://blog.simplybook.me/adding-payment-processors-to-simplybook-me| this article] and if you have a developer who can help you write the necessary code, we will gladly check the possibilities of adding it to our system.
+
In that case please contact support and we will gladly check the possibilities of adding it to our system. Support may ask you to provide technical documentation related to this payment processor to check if there is a  possibility of such an integration.
 
+
<br><br>
 
-----------
 
-----------
  
=Any Employee Selector=
+
=[[Any_Employee_Selector_custom_feature |Any Employee Selector]]=
 
<br>
 
<br>
 
[[File:Any employee new icon.png ‎|left]]
 
[[File:Any employee new icon.png ‎|left]]
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-------
 
-------
  
=API=
+
=[[API_custom_feature |API]]=
 
<br>
 
<br>
 
[[File:Api new icon.png ‎|left]]
 
[[File:Api new icon.png ‎|left]]
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<br>
 
<br>
  
 
*[[WordPress plugin]]
 
 
*[[Joomla module]]
 
  
 
*[[API| API documentation]]
 
*[[API| API documentation]]
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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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:''If you have [[Custom_Features#Accept_Payments | Accept Payments custom feature]] enabled, paid bookings will be approved automatically, only free services and bookings with "Pay Later" option can be approved/rejected.<br>''
 
:''If you have [[Custom_Features#Accept_Payments | Accept Payments custom feature]] enabled, paid bookings will be approved automatically, only free services and bookings with "Pay Later" option can be approved/rejected.<br>''
 
:''If the client booked using [[Custom_Features#Multiple_Bookings | Multiple bookings custom feature]] all appointments from multiple bookings pack are approved if one session is approved. The way around is to edit reservations you want to reschedule and cancel reservations you want to decline first, and then approve the pack.''
 
:''If the client booked using [[Custom_Features#Multiple_Bookings | Multiple bookings custom feature]] all appointments from multiple bookings pack are approved if one session is approved. The way around is to edit reservations you want to reschedule and cancel reservations you want to decline first, and then approve the pack.''
 +
  
 
<br><br>
 
<br><br>
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<br><br>
 
<br><br>
 
:2. Navigate to Calendar//Pending bookings to check the bookings waiting for approval and accept or decline them.
 
:2. Navigate to Calendar//Pending bookings to check the bookings waiting for approval and accept or decline them.
 +
:The client will receive the confirmation email only after your approval.
 +
:If you decline the booking there will be no notification to the client.
 
[[File:Pending bookings path.png|center]]<br><br>
 
[[File:Pending bookings path.png|center]]<br><br>
 
[[File:Pending bookings list.png | center]]
 
[[File:Pending bookings list.png | center]]
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You can restrict time when clients can cancel appointments with the help of Cancellation Policy Custom Feature. Simply set the number of hours before appointment when cancellation is possible or prohibit cancellations at all. If client tries to cancel an appointment beyond the limit, he/she will see a warning notice that the booking cannot be cancelled. <br><br>
 
You can restrict time when clients can cancel appointments with the help of Cancellation Policy Custom Feature. Simply set the number of hours before appointment when cancellation is possible or prohibit cancellations at all. If client tries to cancel an appointment beyond the limit, he/she will see a warning notice that the booking cannot be cancelled. <br><br>
 
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 +
<br><br>
  
 
;How to use
 
;How to use
 
:1. Enable Cancellation policy fature on your Custom Features page.
 
:1. Enable Cancellation policy fature on your Custom Features page.
[[File:Cancellation policy enable path.png | center]]
+
[[File:Cancellation policy enable path free.png | center]]
 
<br><br>
 
<br><br>
 
:2. Click on "Settings" near this option.
 
:2. Click on "Settings" near this option.
[[File: Cancellation policy settings path.png | center]]
+
[[File:Cancellation policy settings path free.png | center]]
 
<br><br>
 
<br><br>
 
:3. Add your text to the corresponding field and select the period when bookings can be canceled<br>
 
:3. Add your text to the corresponding field and select the period when bookings can be canceled<br>
 
:(you can use HTML tags there to format the text to your needs).
 
:(you can use HTML tags there to format the text to your needs).
[[File:Cancellation policy settings v3.png | center]]
+
<br>
 +
:4. You can also ask your clients about the cancellation reason and make this option obligatory or not.
 +
[[File:Cancellation policy settings v3 new options.png | center]]
 
<br><br>
 
<br><br>
 
------
 
------
=Classes=
+
=[[Classes_custom_feature | Classes]]=
  
 
[[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]]
Line 279: Line 417:
 
[[File:Clean history new icon.png ‎|left]]
 
[[File:Clean history new icon.png ‎|left]]
  
Use this Custom Feature to clean all old bookings from the system. You can set when the bookings should be deleted and then the Custom Feature will take care of never having older bookings on record than according to your definition. Please use with care as we can not get deleted bookings back for you!
+
Use this Custom Feature to clean all old bookings from the system. You can set when the bookings should be deleted and then the Custom Feature will take care of never having older bookings on record than according to your definition. Please use with care as we can not get deleted bookings back for you! It works and deletes selected bookings till you turn this feature off.
 +
<br><br><br>
 +
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 +
<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;">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
 
:1. Enable this feature in your Custom features section.
 
:1. Enable this feature in your Custom features section.
[[File:Clean history enable path.png | center]]
+
[[File:Clean history enable path free.png | center]]
 
<br><br>
 
<br><br>
 
:2. Choose "Settings" near this option to set your preferences.
 
:2. Choose "Settings" near this option to set your preferences.
[[File:Clean history settings path.png | center]]
+
[[File:Clean history settings path free.png | center]]
 
<br><br>
 
<br><br>
 
:3. Set the time when the bookings should be deleted.
 
:3. Set the time when the bookings should be deleted.
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<br><br>
 
<br><br>
 
-------
 
-------
 +
=[[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 <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Login_custom_feature|Client Login]]</span> 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. Here you will see  default client login registration fields. You can click on any of them to rename if needed.
 +
:Press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> button to create a new form.
 +
[[File:Create client form 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 new.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. You can also re-order all the forms to your taste by using the arrows on the left-side block or by setting the position in the form editing mode on the right side.
 +
[[File:Reorder client fields.png|border|center]]
 +
<br><br>
 +
:8. 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><br>
 +
:(Or use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Flexible_Notifications_custom_feature|Flexible Notifications]]</span> feature for customized templates per service and/or provider)
 +
[[File:Client fields emails variables.png|border|center]]
 +
<br><br>
 +
:9. 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.
 +
[[File:Client fields client side sign up.png|border|center]]
 +
<br><br>
 +
[[File:Client fields client side profile.png|border|center]]
 +
<br><br>
 +
:10. 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]]
 +
:Or 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;">Export to Excel.</span><br>
 +
:Or together with booking information 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> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Export to Excel.</span>
 +
<br><br>
 +
<br><br>
 +
 +
-------
 
=Client Login=
 
=Client Login=
 
<br>
 
<br>
Line 306: Line 511:
 
[[File:Client login enable path.png | center]]
 
[[File:Client login enable path.png | center]]
 
<br><br>
 
<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 and set notification templates about creating new user, password reset and change.
+
: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.
 
[[File: Client login settings path.png | center]]
 
[[File: Client login settings path.png | center]]
 
<br>
 
<br>
[[File: Client login settings v3.png | center]]
+
[[File:Client login settings v3 new options.png | center]]
 
<br>
 
<br>
 
To have '''bookings only from clients that already exist in the system''' please uncheck the box “Allow clients to sign up on site”
 
To have '''bookings only from clients that already exist in the system''' please uncheck the box “Allow clients to sign up on site”
Line 319: Line 529:
 
[[File:Block or unblock clients.png | center]]
 
[[File:Block or unblock clients.png | center]]
 
<br>
 
<br>
'''Please note!''' If you block the client he/she will not receive information about your [[Custom_Features#Simply_Smart_Promotions | promotions]] as well.
+
'''Please note!''' If you block the client he/she will not receive information about your [[Custom_Features#Rewards_and_Referrals | promotions]] as well.
 
<br><br>
 
<br><br>
If you need to '''merge clients''' please follow these instructions:.
+
If you have several profiles for one and the same client and need to '''merge clients''' please follow these instructions:
 
<br>
 
<br>
 
:1) Go to Manage//Clients, and click on "Merge clients" at the top.
 
:1) Go to Manage//Clients, and click on "Merge clients" at the top.
Line 330: Line 540:
 
[[File:Merging clients.png |center]]
 
[[File:Merging clients.png |center]]
 
<br><br>
 
<br><br>
'''Please note!''' If you have uinmerged 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>
 +
 
-------
 
-------
  
Line 347: Line 586:
 
[[File:Contact widget settings path.png | center]]
 
[[File:Contact widget settings path.png | center]]
 
<br><br>
 
<br><br>
See the instructions [[Widgets_for_your_own_website#Booking_and_Contact_Button_Widget| how to add booking widget to your website]]
+
:See the instructions [[Widgets_for_your_own_website#Booking_and_Contact_Button_Widget| how to add booking widget to your website]]
 
<br><br>
 
<br><br>
 
:3. To check received messages from your customers please select Custom features//Contact messages or click on "Reports" in Custom features//Contact widget//Settings.
 
:3. To check received messages from your customers please select Custom features//Contact messages or click on "Reports" in Custom features//Contact widget//Settings.
 
[[File:Contact messages path.png | center]]
 
[[File:Contact messages path.png | center]]
 +
<br><br>
 +
-------
 +
=[[Coupons and Gift Cards custom feature | Coupons & Gift Cards]]=
 +
<br>
 +
[[File:Coupons and gift cards icon.png| left]]
 +
<br><br>
 +
Create and sell gift cards, and send coupons to your clients with the Coupons & Gift Cards custom feature! You can make % and fixed amount discounts and sell gift certificates. Use this amazing feature to promote your business. Customize your promotions with defined dates, messages and codes.
 +
<br><br><br>
 +
:Please check our '''video tutorial''' on how to use this feature ''[https://www.youtube.com/watch?v=IANG62Mm-KI&feature=youtu.be here]''.
 +
<br><br>
 +
'''Please note!''' This Custom feature cannot be used together with [[Custom_Features#Rewards_and_Referrals | Rewards and Referrals]] and [[Custom_Features#Clean_History | Clean History]].
 +
:As well when you enable it [[Custom_Features#Accept_Payments | Accept Payments]] feature will be enabled as well.
 +
<br><br>
 +
'''Please note!''' If you are using this feature with [[Custom_Features#Multiple_Bookings | Multiple Bookings]], [[Custom_Features#Group_Bookings | Group Bookings]] or [[Recurring_services(packs) |recurring services]] the discount will be applied to the whole purchase(all the sessions selected).
 +
<br><br>
 +
 +
 +
;How to use
 +
:1. Enable this custom feature in Business Enhancements section of your Custom Features page.
 +
[[File:Coupons and gift cards enable path.png| center]]
 +
<br><br>
 +
:2. Navigate to "Settings" near this feature or go to Manage//Coupons and Gift Cards.
 +
[[File:Coupons and gift cards settings path.png | center]]
 +
<br><br>
 +
:3. Click on "+" icon to create a promotion or a gift card.
 +
[[File:Create gift card or promo.png | center]]
 +
<br><br>
 +
:4. Fill in main details in the menu that appears on the right side.
 +
[[File:Promotion details.png| center]]
 +
<br><br>
 +
:5. Add details that your clients will see.
 +
[[File:Promotion details for clients.png| center]]
 +
<br><br>
 +
:6. Set the period when promotion or gift card will be valid.
 +
[[File:Promotion period.png | center]]
 +
<br><br>
 +
:7. As well you can connect your promotion/gift card to specific service(s), membership(s), product(s) for sale and/or service add-on(s).
 +
[[File:Promotions connected items.png| center]]
 +
<br><br>
 +
:8. Save your settings. And one more step - you can now issue the gift card and/or send promotion messages to your customers.<br>
 +
:Just use the corresponding button in the left-side menu.
 +
[[File:Issue gift card.png | center]]
 +
<br><br>
 +
:9. You can also set templates for clients to receive email and/or SMS notifications when they purchase a gift-card on the booking site.
 +
:To do that please navigate to Custom features//Coupons and Gift Cards//Settings//Notifications.
 +
[[File:Coupons and gift cards notification templates path.png  | center]]
 +
<br><br>
 +
[[File:Coupons and gift cards notification templates.png | center]]
 
<br><br>
 
<br><br>
 
-------
 
-------
Line 360: Line 647:
  
 
Make your own booking interface with this CSS Custom Feature. It allows to change the styles of different elements, hide them, change fonts, colors, font-sizes, etc. If you know  CSS coding, please use tools of browser to find identifiers of elements and write rules in the settings of Custom Feature, if you have no deep knowledge of CSS, please contact support and they will try to find the best solution for you.  
 
Make your own booking interface with this CSS Custom Feature. It allows to change the styles of different elements, hide them, change fonts, colors, font-sizes, etc. If you know  CSS coding, please use tools of browser to find identifiers of elements and write rules in the settings of Custom Feature, if you have no deep knowledge of CSS, please contact support and they will try to find the best solution for you.  
 +
<br><br>
 +
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 
<br><br>
 
<br><br>
 
;How to use
 
;How to use
 
:1. Enable this option on your Custom Features page.
 
:1. Enable this option on your Custom Features page.
[[File:Custom css enable path.png | center]]
+
[[File:Custom css enable path free.png | center]]
 
<br><br>
 
<br><br>
 
:2. Click on "Settings" near this feature.
 
:2. Click on "Settings" near this feature.
[[File:Custom css settings path.png | center]]
+
[[File:Custom css settings path free.png | center]]
 
<br><br>
 
<br><br>
 
:3. Add the code(s) to adjust the styles to "Booking pages CSS" tab if you wish to edit the booking page<br>
 
:3. Add the code(s) to adjust the styles to "Booking pages CSS" tab if you wish to edit the booking page<br>
Line 379: Line 668:
 
<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
:1. Enable this feature per one-time payment on your Custom features page.
+
:1. Enable this feature per one-time payment(you will see the exact price in your account) on your Custom features page.
 
[[File:Custom domain enable path.png | center]]
 
[[File:Custom domain enable path.png | center]]
 
<br><br>
 
<br><br>
Line 389: Line 678:
 
<br><br>
 
<br><br>
 
:3. Then in your Domain controller, you need to find where you set the DNS records and set A-record to IP mentioned in this feature settings.
 
:3. Then in your Domain controller, you need to find where you set the DNS records and set A-record to IP mentioned in this feature settings.
[[File: Custom domain settings v3.png | center]]
+
:'''Please note!''' AAAA (IPv6) record must not be set, otherwise SSL certificate cannot be issued.
 +
[[File:Custom domain settings v3 new.png | center]]
 
<br><br>
 
<br><br>
 
:After A-records are set enter domain name you wish to use in its settings and save.
 
:After A-records are set enter domain name you wish to use in its settings and save.
 
<br>
 
<br>
Then we will automatically receive the request and apply the settings on our side. As soon as they are applied your domain name starts working for the booking site.
+
Then we will automatically receive the request and apply the settings on our side(it may take some time - usually around 24-48h). As soon as they are applied your domain name starts working for the booking site.
 +
<br><br>
 +
:''If you wish to change Custom Domain name to different one from the one set before it can be done for additional price as new SSL certificates need to be created. For additional information please contact support.''
 
<br><br>
 
<br><br>
 
------
 
------
 +
=Custom Page=
 +
[[File:Static page.png | left]]
 +
<br>
 +
This custom feature allows you to add your own custom static pages to your booking website, re-order all booking site pages in the main menu, hide menu items, and add custom links to the main menu.
 +
<br><br>
 +
 +
 +
:'''How to use page creation option'''
 +
 +
:1. Enable “Custom page” feature on your ''Custom features page -> Adding more to the Booking site'' section.
 +
[[File:Static page enable path.png | center]]
 +
<br><br>
 +
:2. Go to its settings to manage the pages.
 +
[[File:Static page settings path.png | center]]
 +
<br><br>
 +
:3. On the next page you will be able to see system booking page tabs.
 +
:(The ones that are disabled currently are grayed out.)
 +
:System pages cannot be edited in this interface. You will need to navigate to the corresponding section using the links provided.
 +
[[File:Active and disabled tabs.png | center]]
 +
<br><br>
 +
:4. You can use arrows to re-order the tabs and “Eye” icons to hide and show pages.
 +
:'''Please note''', that if you hide the page it still will be possible to access it using direct link.
 +
[[File:Hide-show-reorder pages.png | center]]
 +
<br><br>
 +
:5. If you wish to add new custom page, please click on “+” icon at the top and choose “Add custom page” option.
 +
[[File:Create new static page.png | center]]
 +
<br><br>
 +
:6. On the right side the page-building menu will appear. Please add title and desired page content.
 +
:You may use built-in HTML editor to add elements or if you have HTML coding knowledge you can switch to code mode using “</>” icon.
 +
:'''Please note''', it is necessary to switch coding mode off before saving the page for the code to be saved correctly.
 +
[[File:Coding mode on.png | center]]
 +
<br><br>
 +
 +
 +
 +
<br><br>
 +
:'''How to use adding links'''
 +
<br>
 +
It may happen that you need to redirect your clients to some other page(ex. your website, etc.). <br>
 +
In this case “Add link to menu bar” will help you.
 +
<br>
 +
 +
 +
:1.  Click on “+” icon at the top and choose “Add link to menu bar” option.
 +
[[File:Add link to menu bar.png | center]]
 +
<br><br>
 +
:2. Add the title you wish to show in the booking page header to “Custom link text to display” field and indicate the link itself in the corresponding field.
 +
[[File:Adding the link.png | center]]
 +
<br><br>
 +
:3. You can also choose whether the link should be opened in the new browser tab or in the same one. <br>
 +
:For this please choose “''self''” if you wish the page to be opened in the same tab or “''blank''” if you wish to be opened in the separate tab in the “Choose how link will be opened” setting.
 +
[[File:How to open the link.png | center]]
 +
<br><br>
 +
--------
  
  
Line 416: Line 762:
 
<br><br>
 
<br><br>
 
The system will send the corresponding report to your company email address that you have indicated in Settings//Company information//Basic information.
 
The system will send the corresponding report to your company email address that you have indicated in Settings//Company information//Basic information.
 +
[[File:Daily report.png | border| center]]
 +
<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=
 +
[[File:Facebook business icon.png|left]]
 +
<br><br>
 +
Connect your SimplyBook.me booking system to your Facebook Business page and Instagram profile.  That way you can book even more clients by having a “Book” button both on your Facebook Business page and your Instagram profile - all seamlessly integrated with your SimplyBook booking system.
 +
<br><br>
 +
<br><br>
 +
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px; font-weight: bold;">Please note!</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;">Bookingtroll theme is used for the booking widget by default. If you wish to change the styling please upgrade to Premium to select the desired theme and be able to use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Custom_CSS|Custom CSS]]</span> adjustments.</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>
 +
;How to add and use booking option to Facebook/Instagram business page
 +
<br><br>
 +
:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook & Instagram Bookings</span> custom feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page.
 +
[[File:Facebook and insta bookings enable path.png | border| center]]
 +
<br><br>
 +
:2. Login to your Facebook/Instagram business account(s) in another browser tab.
 +
<br><br>
 +
:3. Go back to SimplyBook.me interface and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> near <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook & Instagram Bookings.</span>
 +
[[File:Facebook and insta bookings settings path.png|border|center]]
 +
<br><br>
 +
:4. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Connect with Facebook</span> button on the page you see.
 +
[[File:Facebook and insta bookings settings overview.png |border|center]]
 +
<br><br>
 +
:5. You will be redirected to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook</span> interface to manage the permissions and connection to SimplyBook.me.<br>
 +
:Please follow the steps 1-5 displayed below.<br>
 +
:(If you have Instagram business profile connected to your Facebook business page you will be able to connect it there as well <br>
 +
:and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book</span> button will automatically appear there)
 +
[[File:Facebook permisions setup.png|border|center]]
 +
<br><br>
 +
:6. Now you will have your services shown on your Facebook page with <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book</span> buttons next to them that will redirect your clients to your booking site.<br>
 +
[[File:Fb client side services.png|border|center]]
 +
<br><br>
 +
:7. You can also add booking option to your Facebook page posts so that the customers will be able to quickly book your services.
 +
[[File:Fb adding bookings to post.png|border|center]]
 +
<br><br>
 +
<br><br>
 +
<br><br>
 +
<br><br>
 +
;How to remove Book button from Facebook/Instagram pages
 +
<br><br>
 +
:1. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook & Instagram Bookings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> on SimplyBook.me side.
 +
[[File:Facebook and insta bookings settings path.png|boredr|center]]
 +
<br><br>
 +
:2. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Logout</span> at the top of the page.
 +
[[File:Facebook logout.png|border|center]]
 +
<br><br>
 +
:3. You will be redirected to Facebook interface, where you just need to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">check the box with SimplyBook.me</span> and select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Remove</span> option.
 +
[[File:Facebook remove simplybook.png|border|center]]
 +
<br><br>
 +
;How to add and use booking option on Instagram only
 +
<br><br>
 +
:1. Open your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Instagram</span> mobile application and login to your business page.
 +
<br><br>
 +
:2. Navigate to your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">profile</span> and select to edit it.
 +
<br><br>
 +
:3. Follow the steps 1-10 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:Edit profile path to add.png|border|center]]
 +
<br><br>
 +
<br><br>
 +
;How to remove Book option from Instagram business page
 +
<br><br>
 +
:1. Open your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Instagram</span> mobile application and navigate to editing your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">profile.</span><br>
 +
:Follow the steps 1-4 below to remove <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book</span> button:
 +
[[File:Edit profile path to remove upd.png|border|center]]
 
<br><br>
 
<br><br>
 +
<br><br>
 +
 
-------
 
-------
 
=Facebook Bot=
 
=Facebook Bot=
Line 423: Line 864:
  
  
Do you wish to add automated booking functionality to your facebook fan page? <br>Now it is possible with brand new Facebook bot custom feature.  
+
Do you wish to add automated booking functionality to your Facebook fan page? <br>Now it is possible with brand new Facebook bot custom feature.  
 
+
<br><br>
 
+
<br><br>
;How to use
+
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Facebook bot works in English only and provides only basic functionality, so for example <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept_payments_custom_feature|payments]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Login_custom_feature|client login]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Membership_custom_feature|memberships]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Approve_Bookings_custom_feature|approve bookings]]</span>, etc. are not working there.<br>
 
+
Contact support for more details.</span>
:1. Enable "Facebook Bot" Custom feature on your Custom Features page  
+
<br><br>
[[File:Facebook bot enable path.png | center]]
+
: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 path newcf.png | border| center]]
 +
<br><br>
 +
: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 newcf.png | border| center]]
 +
<br><br>
 +
:3. Log into the <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://developers.facebook.com/ Facebook Developer Console]. </span>
 +
[[File:Facebook developers login new.png | border| center]]
 +
<br><br>
 +
:4. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">My Apps</span> in the upper right-hand corner and choose to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add a New App.</span>
 +
[[File:Fb create new app.png | border| center]]
 +
<br><br>
 +
:5. Enter a name and contact email address and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Create App ID.</span>
 +
[[File:Facebook add new app create.png | border| center]]
 +
<br><br>
 +
: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 add basic details.png | border| center]]
 +
<br><br>
 +
: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 products path.png | border| center]]
 +
<br><br>
 +
: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:Facebook select messenger.png | border| center]]
 +
<br><br>
 +
: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:Facebook select or create page.png | border| center]]
 +
<br><br>
 +
: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:Facebook generate token.png|border|center]]
 
<br><br>
 
<br><br>
:2. Choose "Settings" near it to see basic instructions.
+
[[File:Facebook copy token.png|border|center]]
[[File:Facebook bot settings path v3.png | center]]
 
 
<br><br>
 
<br><br>
:3. Log into the [https://developers.facebook.com/ Facebook Developer Console].  
+
:11. Paste the token into SimplyBook.me <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facebook Bot feature</span> settings.
[[File: Facebook developer console login new.png | center]]
+
[[File:Facebook bot insert token.png|border|center]]
 
<br><br>
 
<br><br>
:4. Click on My Apps in the upper right-hand corner and choose to "Add a New App"
+
: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:Facebook developer console create new app.png | center]]
+
[[File:Facebook bot copy token and url.png | border| center]]
 
<br><br>
 
<br><br>
:5. Enter a name and contact email address and click on "Create App ID".
+
[[File:Facebook webhooks paste token and url.png|border|center]]
[[File:App id.png | center]]
 
 
<br><br>
 
<br><br>
:6. On the next page, click the "Set Up" button for the Messenger option.
+
: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:Select messenger.png | center]]
+
[[File:Facebook webhooks add subscriptions select.png|border|center]]
 
<br><br>
 
<br><br>
:7. Under the Token Generation section, choose one of your Facebook pages.
+
: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.
[[File:Token settings new.png | center]]
+
[[File:Facebook add to submission pages messaging.png|border|center]]
 
<br><br>
 
<br><br>
:8. This will generate a Page Access Token. Enter it in Simplybook.me Facebook bot settings.
+
: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:Facebook bot settings v3.png | center]]
+
[[File:Fb bot submission step 1.png|border|center]]
 
<br><br>
 
<br><br>
:9. Click the Setup Webhooks button under the Webhooks section and enter Callback URL and Verify token.
+
:16. In the popup that appears provide the details according to the following example.
[[File:Webhooks.png | center]]  
+
[[File:Facebook_items_for_submission.png|border|center]]
 
<br><br>
 
<br><br>
:10. Check the messages and messaging_postbacks options under Subscription Fields.
+
:Screencast example [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=JeBF41JElW4&feature=youtu.be]]
[[File:Screenshot from 2018-02-01 17-21-16.png | center]]
 
 
<br><br>
 
<br><br>
:11. Click the Verify and Save button.
+
:17. Submit your app for review.
:12. Scroll to “App Review for Messenger” block, select the first option “pages_messaging”, add it to submisson,<br>
+
[[File:Fb bot submission step 3.png | border|center]]
then choose to add the details and fill in the fields as on the following image.
 
[[File:Review settings.png | center]]
 
 
<br><br>
 
<br><br>
:13. After you save settings please go to Settings//Basic, add icon for your app, privacy policy link, select category and business use.
+
:18. You can also make your app live for approved users to test.
[[File:Facebook basic settings.png | center]]
+
:It will become available to all your page visitors after Facebook approval.
 +
[[File:Fb bot make app public.png | border| center]]
 
<br><br>
 
<br><br>
:14. And you are done! You will receive notification as soon as Facebook approves your application your clients will be able to book using the chat bot.
+
: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.
 +
:Here you can see how approved request will look like<br>
 +
[[File:Bot approved.png | border| center]]
 
<br><br>
 
<br><br>
 +
 
-------
 
-------
  
Line 474: Line 944:
 
[[File:Facebook client info new icon.png ‎|left]]
 
[[File:Facebook client info new icon.png ‎|left]]
  
The Facebook Custom Feature will simplify your life and your customer's life. They can log in and make appointments with their Facebook profile. On top of that it allows you to see their Facebook profile photo in your dashboard so you will recognize the person when he/she walks in. Please note, that services may be visible on his/her timeline.
+
The Facebook Custom Feature will simplify your life and your customer's life. They can log in and make appointments with their Facebook profile. You can thereby also see their Facebook profile photo in the dashboard, allowing you to recognise them when they walk through the door. Please note, that services may be visible on his/her timeline.
 
<br><br>
 
<br><br>
 
;How to use
 
;How to use
Line 514: Line 984:
 
Use the Google Analytics Custom Feature to see how many customers visit your site both on an everyday basis and during promotion campaigns. Use the adwords analytics to count how many actually book after clicking an adwords advertisement.
 
Use the Google Analytics Custom Feature to see how many customers visit your site both on an everyday basis and during promotion campaigns. Use the adwords analytics to count how many actually book after clicking an adwords advertisement.
 
<br><br><br>
 
<br><br><br>
 +
 +
 +
 
;How to use
 
;How to use
 
:1. Enable "Google Adwords and Analytics" feature on your Custom Features page.
 
:1. Enable "Google Adwords and Analytics" feature on your Custom Features page.
Line 524: Line 997:
 
[[File:Google analytics settings v3.png | center]]
 
[[File:Google analytics settings v3.png | center]]
 
<br><br>
 
<br><br>
 +
 +
 
;Where to find the details
 
;Where to find the details
:The '''Google analytics id''' can be found in your Google analytics accounts. <br>
+
:1. The '''Google analytics id''' can be found in your Google analytics accounts. <br>
:Go to Analytics home, you will see a list of your sites, and on the right side of the site name, there is your analytics number. <br>
+
:Go to Analytics home, and click on "All Web Site data" in the top left corner.
 +
[[File:Analytics home.png | center]]
 +
<br><br>
 +
:2. In the pop-up you will see your Analytics ID
 +
[[File:Analytics id.png | center]]
 +
<br><br>
 
:It should be in the format: UA-XXXXXXXX-X  Where XXXXXXX-X is some number.<br>
 
:It should be in the format: UA-XXXXXXXX-X  Where XXXXXXX-X is some number.<br>
 
:''An example of this id would be:  UA-70295750-1''<br>
 
:''An example of this id would be:  UA-70295750-1''<br>
 
:To start tracking visitors, you only need to set your analytics account id. <br><br>
 
:To start tracking visitors, you only need to set your analytics account id. <br><br>
 +
 
However '''to track results of an adwords campaign''' you need to set up an adwords campaign conversion id and insert this id into the SimplyBook.me Custom Feature.
 
However '''to track results of an adwords campaign''' you need to set up an adwords campaign conversion id and insert this id into the SimplyBook.me Custom Feature.
:1. Sign in to your AdWords account at https://adwords.google.com.
+
:1. Sign in to your Ads account at https://ads.google.com
:2. Click Tools
+
:2. Click Tools and select Conversions
:3. Select Conversions.
+
[[File:Conversions path.png| center]]
:4. Click + to create conversions and Select Website conversions.
+
<br><br>
:5. Set it up, and Save.
+
:3. Click + to create conversions and select Website conversions.
:6. When you save, you will see a code like:
+
[[File:New conversion step 1.png | center]]
 
+
<br><br>
<!-- Google Code for test-simply Conversion Page -->
+
:4. Set up the options.
<code>
+
[[File:New conversion step 2.png | center]]
<script type="text/javascript">
+
<br><br>
 
+
'''Google conversion value''' is the conversion value that you give to a client that hits your target. It can, for example, be set as 20 for $20 per conversion if the average price of your service is $20. We set it default to 1, which could mean $1 value per conversion but you should change this to the right value for you.
/* <![CDATA[ */
+
<br><br>
 +
:5. Select to insert the Tag yourself.
 +
[[File:New conversion step 3.png | center]]
 +
<br><br>
 +
:6. Then you will see a code like this:
 +
[[File:New conversion step 4.png | center]]
 +
<br><br>
  
var google_conversion_id = '''1020314917'''; </code>    <-----  This line shows the conversion code to insert into the Custom Feature settings.<br>
 
 
<code>
 
<code>
var google_conversion_language = "en";
+
<!- Event snippet for Testing conversion page -><br>
 
+
<script><br>
var google_conversion_format = "3";
+
gtag('event', 'conversion', {'send_to': 'AW-XXXXXXXXX/YYYYYYYY-YYYYYYYYYYY'});<br>
 
+
</script>
var google_conversion_color = "ffffff";
 
 
 
var google_conversion_label = "O0bzCMrgj2sQpYrD5gM";
 
 
 
var google_remarketing_only = false;
 
 
 
/* ]]> */
 
 
</code>
 
</code>
 +
<br>
 +
where XXXXXXXXX is your conversion id(google_conversion_id value) and <br>
 +
YYYYYYYY-YYYYYYYYYYY is conversion label(google_conversion_label value)
 
<br>
 
<br>
 
:7. Use these details to add to the corresponding fields of this custom feature settings.
 
:7. Use these details to add to the corresponding fields of this custom feature settings.
 
<br>
 
<br>
 +
[[File:Add conversion details to sbm.png | center]]
 +
<br><br>
  
'''Google conversion value value''' is the conversion value that you give to a client that hits your target. It can for example be set as 20 for $20 per conversion if the average price of your service is $20. We set it default to 1, which could mean $1 value per conversion but you should change this to the right value for you.
 
<br><br>
 
 
-------
 
-------
 
=Google Authenticator=
 
=Google Authenticator=
Line 570: Line 1,052:
 
[[File:Google authenticator.png |left]] <br> Add security to your account. You can use a 2-step authentication when logging into your account preventing unauthorized access. Upon entering password, you'll be asked to insert 6-digit login code from your Google authenticator or a 3rd party app.<br>
 
[[File:Google authenticator.png |left]] <br> Add security to your account. You can use a 2-step authentication when logging into your account preventing unauthorized access. Upon entering password, you'll be asked to insert 6-digit login code from your Google authenticator or a 3rd party app.<br>
 
You can use this custom feature with or without HIPAA feature depending on your needs and business requirements.
 
You can use this custom feature with or without HIPAA feature depending on your needs and business requirements.
 +
<br><br>
 +
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 
<br><br>
 
<br><br>
 
:'''Please note!''' In case you have this feature enabled our support agents will not be able to access your account settings.
 
:'''Please note!''' In case you have this feature enabled our support agents will not be able to access your account settings.
:As well it will not be possible to connect the account to [[Zapier_integration | Zapier]].
+
:As well it will not be possible to connect the account to [[Custom_Features#Zapier_Connector | Zapier]].
 
<br>
 
<br>
  
Line 578: Line 1,062:
 
<br>
 
<br>
 
:1. Open “Custom features” page using left-side menu of your admin interface and find “Data Protection” section. Just click on “Enable” near “Google authenticator”
 
:1. Open “Custom features” page using left-side menu of your admin interface and find “Data Protection” section. Just click on “Enable” near “Google authenticator”
[[File:Google authenticator enable path.png | center]]
+
[[File:Google auth enable path free.png | center]]
 
<br><br>
 
<br><br>
 
:2. To set 2-step authentication please go to Manage//Users using left-side menu or click on “Settings”//”Set up 2-step authentication” near this custom feature.
 
:2. To set 2-step authentication please go to Manage//Users using left-side menu or click on “Settings”//”Set up 2-step authentication” near this custom feature.
[[File:Google authenticator settings path.png | center]]
+
[[File:Google auth settings path free.png | center]]
 
<br><br>
 
<br><br>
 
:3. On Manage//Users page click on “+” and create all desired system users to be able to connect each to 2-step authentication.
 
:3. On Manage//Users page click on “+” and create all desired system users to be able to connect each to 2-step authentication.
Line 624: Line 1,108:
 
:- enter 6-digits code from Google Authenticator feature
 
:- enter 6-digits code from Google Authenticator feature
 
<br><br>
 
<br><br>
 +
---------
 +
=[[Google_Business_custom_feature|Google Business]]=
 +
[[File:Google business icon.png | left]] <br><br> Easily increase your business visibility on the Internet via the Google My Business feature. It does not cost anything but increases visibility in search as well as makes your business visible on Google maps.
 +
 +
 +
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 +
<br><br>
 +
 +
;How to use:
 +
 +
:1. Enable this custom feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page.
 +
[[File:Google business enable path.png | border| center]]
 +
<br><br>
 +
:2. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> to create Google Business account if you do not have one yet, or connect already existing Google Business account.
 +
[[File:Google business settings path.png | border| center]]
 +
<br><br>
 +
[[File:Google business account.png|border| center]]
 +
<br><br>
 +
:3. Give the necessary permissions so that it will be possible to see and edit your location(s) in SimplyBook.me.
 +
<br><br>
 +
:4. If you already have some locations in Google Business you will be able to see them on the left side of the page.
 +
[[File:Google business locations.png | center]]
 +
<br><br>
 +
:5. Just click on one of them if you need to make some edits and enable the option <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Update address in the profile</span>, make the necessary changes and re-save the location for the information to be updated on Google side
 +
[[File:Google business update address.png | center]]
 +
<br><br>
 +
:or choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> option to add a new business address.
 +
[[File:Google business add location.png | border| center]]
 +
<br><br>
 +
:6. After you have added the address, click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Save and Close</span> and you will have the possibility to proceed to the business location verification on Google side(it may take some time). <br>
 +
:You can also close the pop-up and get back to the verification step later(there will be <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Verify now</span> button for each saved and synced business location). <br>
 +
:As soon as your location is verified by Google(you will see the verification process steps while following Google instuctions) your business will appear in search and on Google Maps.
 +
[[File:Google business verify link.png | border| center]]
 +
<br><br>
 +
:7. When you save the location the following information is passed to Google about your company:
 +
:*business location title;
 +
:*company working hours;
 +
:*company phone number;
 +
:*booking site link;
 +
:*business category(as Google categories differ the best matching one will be found).
 +
[[File:Google business location info.png |border| center]]
 +
<br><br>
 +
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note''', if you have changed some of these details in your SimplyBook.me account you will need to re-save the business location in Google Business feature settings for the details to be updated on Google side.</span>
 +
<br><br>
 +
:8. You can also edit your business location details on Google side if necessary. Simply click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Edit on GMB</span> button at the top(appears for saved and synced locations).
 +
[[File:Google business edit on google side.png |border| center]]
 +
<br><br>
 +
:9. If some location(s) become not relevant for your business anymore you can easily delete them in this feature settings. Just click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Delete on GMB</span> option.
 +
[[File:Google business delete on google side.png |border|center]]
 +
<br><br>
 +
 +
===Reserve with Google===
 +
<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;">Reserve with Google is currently available only for:  United States, United Kingdom, Canada, Australia, France, and Germany;</span>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Currently it is not possible to use this option for the following business categories: medical center, educational institution, government office, engineer, medical clinic, dentist, medical office, education center, event management company, city administration, embassy, general practice attorney, child care agency, university, college, school, library, financial institution.</span>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It is required to have <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments|Accept Payments]]</span> custom feature enabled (<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Pay later (Allow delay payment)</span> option should always be <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">On</span>) and prices should be added for all the services/classes you wish to be displayed and bookable through Google Maps;</span>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If you are using <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Intake_Forms|Intake forms]]</span> feature there should be no mandatory forms added to the services you wish to be available for booking;</span>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If a service is <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[[Recurring_services(packs)|recurring]]</span> or connected to <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Membership|Membership]]</span> it will not be displayed in Reserve with Google;</span>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If you are using outdated Google Calendar Sync custom feature it will not be possible to use Reserve with Google.</span>
 +
<br><br>
 +
;How to use:
 +
:1. Add and verify your Google Business location(s) either via <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SimplyBook.me platform(previous part of this tutorial)</span> or using your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Google Business interface</span> and re-save it(them) in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Google Business custom feature settings.</span>
 +
[[File:Reserve with google resave locations.png|border|center]]
 +
<br><br>
 +
:2. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reserve on google maps</span> tab and move the switcher <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Synchronization with Reserve with Google</span> to an active position.
 +
[[File:Reserve with google turn sync on.png|border|center]]
 +
<br><br>
 +
:2. (optional) If you use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Multiple_Locations|Multiple Locations]]</span> custom feature, connect your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Google Businesses</span> to desired <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SimplyBook.me locations.</span>
 +
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' It is possible to connect one SimplyBook.me location to one Google Business.</span>
 +
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If you do not use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Multiple_Locations|Multiple Locations]]</span> your main company location can be connected to one Google Business.</span>
 +
[[File:Reserve with google connect location.png|border|center]]
 +
<br><br>
 +
:3. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Save</span> settings. Now the sync takes place and after you <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">reload the page</span> it will be possible to see the list of services that will be passed to Reserve with Google for booking.
 +
:By default we gather all the information and pass the update to Google once a day, but you can use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Update info</span> button to prepare the information for transfer manually if any settings changes in your account(for example, if you have created new service) were made.
 +
[[File:Reserve with google connection result.png|border|center]]
 +
<br><br>
 +
<br><br>
 +
 
---------
 
---------
 
=Google Tag Manager=
 
=Google Tag Manager=
Line 644: Line 1,207:
 
<br><br>
 
<br><br>
 
---------
 
---------
 +
=Google Translate=
 +
[[File:Google translate.png | left]]  <br>Need to show your booking website in several languages for your clients' convenience? Now we have Google Translate custom feature that makes is possible. It allows you to add Google Translate’s automatic translation to your booking website and each client will be able to choose the language convenient for them.
 +
<br><br>
 +
;How to use
 +
:1. To enable this option navigate to Custom Features//Adding more to the Booking Website.
 +
[[File: Google translate enable path.png |center]]
 +
<br><br>
 +
:2. To access available options for this functionality click on "Settings" button.
 +
[[File:Google translate settings path.png| center]]
 +
<br><br>
 +
:3. Check the boxes with languages you wish your clients to be able to choose on the booking website.
 +
[[File:Google translate options settings.png | center]]
 +
<br><br>
 +
:4. Select the view mode to your taste.
 +
[[File:Select view mode for google translate.png | center]]
 +
<br><br>
 +
:5. Save settings. Everything is ready to use! Here is how it can look like on your booking page using one of the themes.
 +
[[File:Google translate booking page view1.png | center]]
 +
<br><br>
 +
One more translation possibility using third-party service [http://appointmentschedulingnews.com/perfect-translation-in-any-language-for-your-website here]
 +
<br><br>
 +
--------
 +
 +
 +
  
 
=Group Bookings=
 
=Group Bookings=
Line 667: Line 1,255:
 
'''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 clear=all/>
+
<br><br>
  
 
-------
 
-------
Line 679: Line 1,267:
 
Available with Standard and Premium(former Gold and Platinum) subscriptions.
 
Available with Standard and Premium(former Gold and Platinum) subscriptions.
 
<br><br>
 
<br><br>
The personal information custom feature is designed to help [https://simplybook.me SimplyBook.me] users to protect their client's and patient's data. It does not replace user's own security procedures but enhances [https://simplybook.me SimplyBook.me] data security by using double authentication during login process for all users who access the system (users need to register their mobile phone number to receive authentication code SMS or connect [[Custom_Features#Google_Authenticator | Google Authenticator]] using corresponding custom feature). This custom feature includes a “Timeout” setting which automatically logs user out to reduce the risk of unauthorized users accessing the system.<br>
+
The personal information custom feature is designed to help [https://simplybook.me SimplyBook.me] users to protect their client's and patient's data. It does not replace user's own security procedures but enhances [https://simplybook.me SimplyBook.me] data security by using double authentication during login process for all users who access the system (users need to register their mobile phone number to receive authentication code SMS(you need SMS credits for this) or connect [[Custom_Features#Google_Authenticator | Google Authenticator]] using corresponding custom feature). This custom feature includes a “Timeout” setting which automatically logs user out to reduce the risk of unauthorized users accessing the system.<br>
 
The system blocks all access for [https://simplybook.me SimplyBook] support personnel further reducing access by unrelated people to the system. It is possible to further reduce exposure of personal information to unauthorized people by using the [[Custom_Features#Clean_History | Clean History custom feature]]. This way old data gets deleted and is therefore not accessible. <br><br>
 
The system blocks all access for [https://simplybook.me SimplyBook] support personnel further reducing access by unrelated people to the system. It is possible to further reduce exposure of personal information to unauthorized people by using the [[Custom_Features#Clean_History | Clean History custom feature]]. This way old data gets deleted and is therefore not accessible. <br><br>
'''Please note!''' This custom feature does NOT replace the [https://simplybook.me SimplyBook.me] user's own security controls which also need to be in place for client and patient data protection. Please refer to relevant documentation in your country and get assistance from qualified advisors in the field of client/patient data protection.
+
'''Please note!'''  
 +
*This custom feature does NOT replace the [https://simplybook.me SimplyBook.me] user's own security controls which also need to be in place for client and patient data protection. Please refer to relevant documentation in your country and get assistance from qualified advisors in the field of client/patient data protection.
 +
*[service] and [client] variables in notification templates do not work when this Custom Feature is enabled due to security reasons.
 +
*It is not possible to connect the account to [[Custom_Features#Zapier_Connector | Zapier]] if you are using HIPAA feature.
 
<br><br>
 
<br><br>
 
;How to use
 
;How to use
Line 708: Line 1,299:
 
[[File:Hipaa validated number.png | center]]
 
[[File:Hipaa validated number.png | center]]
 
<br><br>
 
<br><br>
'''Please note''', [service] and [client] variables in notification templates do not work when this Custom Feature is enabled due to security reasons.
 
<br>
 
As well it is not possible to connect the account to [[Zapier_integration | Zapier]] if you are using HIPAA feature.
 
<br>
 
 
 
 
-------
 
-------
  
Line 722: Line 1,307:
 
Allows inserting HTML formatting (background and font color, bold, italic, underline, alignment and other HTML elements) for Service, Service Providers, Locations and Categories description fields.
 
Allows inserting HTML formatting (background and font color, bold, italic, underline, alignment and other HTML elements) for Service, Service Providers, Locations and Categories description fields.
 
<br><br><br>
 
<br><br><br>
 +
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 +
<br><br>
 
;How to use
 
;How to use
 
:1. Enable this functionalitty on your Custom Features page.
 
:1. Enable this functionalitty on your Custom Features page.
[[File:Html description filed enable path.png | center]]
+
[[File:Html enable path free.png | center]]
 
<br><br>
 
<br><br>
 
:2. Go to Manage section using left-side menu and select Services/Providers/Classes/Memberships/Products for sale depending on which item do you wish to add/edit description to. <br>
 
:2. Go to Manage section using left-side menu and select Services/Providers/Classes/Memberships/Products for sale depending on which item do you wish to add/edit description to. <br>
Line 736: Line 1,323:
 
=Import Clients=
 
=Import Clients=
 
[[File:Import clients icon.png | left]] <br>Use this feature if you need to add the list of clients to your system with just several clicks. Simply upload a CSV file containing your clients data, then select headers for corresponding columns, and you will have an updated list of clients in your client register.  
 
[[File:Import clients icon.png | left]] <br>Use this feature if you need to add the list of clients to your system with just several clicks. Simply upload a CSV file containing your clients data, then select headers for corresponding columns, and you will have an updated list of clients in your client register.  
 +
<br>
 +
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 
<br><br>
 
<br><br>
 
:'''Attention!''' It is forbidden to import a client list with emails and client information where the clients have not specifically granted you the right to do so.
 
:'''Attention!''' It is forbidden to import a client list with emails and client information where the clients have not specifically granted you the right to do so.
 
<br>
 
<br>
:'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).
+
:'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).<br>
 +
:It is only possible to import 500 clients by default. If you need to import more please contact support for details.
 
<br><br>
 
<br><br>
 
'''How to use this option:'''
 
'''How to use this option:'''
 
:1. Enable "Import Clients" custom feature on your Custom features page:
 
:1. Enable "Import Clients" custom feature on your Custom features page:
[[File:Import clients plugin enable.png | center]]
+
[[File:Import clients enable path free.png | center]]
 
<br><br>
 
<br><br>
 
:2. Prepare your Excel file.  
 
:2. Prepare your Excel file.  
Line 750: Line 1,340:
 
:- Save file in .csv format with comma separation.
 
:- Save file in .csv format with comma separation.
 
<br><br>
 
<br><br>
:3. Go to Manage//Clients//Import from CSV.  
+
:3. Go to Manage//Clients//Import from CSV or simply click on "Settings" near this custom feature.  
[[ File:Import clients2.png| center]]
+
[[ File:Import clients file upload path.png | center]]
 
<br><br>
 
<br><br>
 
:4. Press "Choose file" and select the prepared file.
 
:4. Press "Choose file" and select the prepared file.
[[File:Choose file.png| center]]
+
[[File:Import clients file upload step1.png | center]]
 
<br><br>
 
<br><br>
 
:5. Assign values to the columns from drop-down lists in the upper bar (above each column, marked with black arrows). Assign "name", "email" and "phone".
 
:5. Assign values to the columns from drop-down lists in the upper bar (above each column, marked with black arrows). Assign "name", "email" and "phone".
[[File:Import clients file2.png| center]]
+
[[File: Import clients assigning column headers.png | center]]
 
<br><br>
 
<br><br>
:6. Press "confirm import".  
+
:6. Press "Confirm clients import".  
 
:''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''
 
:''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''
 
<br><br>
 
<br><br>
 
;If you can't import clients, please check the possible reasons:
 
;If you can't import clients, please check the possible reasons:
 
:1. Format of .csv file is incorrect. It should be saved in .csv with comma or tab separation.<br/>
 
:1. Format of .csv file is incorrect. It should be saved in .csv with comma or tab separation.<br/>
:2. There is some text above the data that prevents successful import. Please delete the text.<br/>
+
:2. There is some text above the data or unnecessary columns that prevent successful import. Please delete the text.<br/>
 
:3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.
 
:3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.
 
+
<br><br>
 
--------
 
--------
  
Line 777: Line 1,367:
 
Providers availability, total bookings, payment per provider etc
 
Providers availability, total bookings, payment per provider etc
 
<br><br><br>
 
<br><br><br>
 
+
;How to use
[[File:Insights dashboard.png |center]]
+
:1. Enable Insights on your Custom features page.
 
+
[[File:Insights enable path.png | center]]
 +
<br><br>
 +
:2. Navigate to Dashboard or Reports//Insights to check the graphs and charts.
 +
[[File:Dashboard chart example.png | center]]
 +
<br><br>
 
-------
 
-------
 
=Instagram Photo Sharing=
 
=Instagram Photo Sharing=
 
<br>
 
<br>
 
[[File:Social gallery.png | left]]<br>
 
[[File:Social gallery.png | left]]<br>
Enable the Instagram photo sharing feature and show automatically your photos on the booking site to make it more a live and fun for your visitors. Take photos with your Instagram app of clients and show the results on your booking page.
+
Enable the Instagram photo sharing feature and show automatically your photos on the booking site to make it more a live and fun for your visitors. Take photos with your Instagram app and show the results on your booking page.
 
<br><br>
 
<br><br>
 
'''How to use:'''
 
'''How to use:'''
 
<br>
 
<br>
 
:1. To enable this custom feature please go to Custom features page and click on “Enable” near “Instagram photo sharing” option.
 
:1. To enable this custom feature please go to Custom features page and click on “Enable” near “Instagram photo sharing” option.
[[File:Instagram enable.png | center]]
+
[[File:Instagram photo sharing enable path.png | center]]
 +
<br><br>
 +
:2. Then please choose “Settings” near this custom feature
 +
[[File:Instagram photo sharing settings path.png | center]]
 
<br><br>
 
<br><br>
:2. Then please choose “Settings” near this custom feature and you will get to the page where you will be able to connect your Instagram account.
+
:3. You will get to the page where you will be able to connect your Instagram account.
 
:Just click on “Authorization”, fill in your Instagram username and password.<br>
 
:Just click on “Authorization”, fill in your Instagram username and password.<br>
[[File:Instagram connection.png| left ]] [[File:Instagram login.png]]
+
[[File:Instagram photo sharing settings v3.png| center ]] [[File:Instagram login.png | center]]
 +
<br><br>
 +
:4. If you have many posts within your Instagram account you can set how many images to display per page.
 +
[[File:Instagram number of images per page.png | center]]
 
<br><br>
 
<br><br>
 
You have it set now and your Instagram images will be displayed on separate tab on the booking site.
 
You have it set now and your Instagram images will be displayed on separate tab on the booking site.
Line 801: Line 1,401:
 
'''Please note!'''
 
'''Please note!'''
 
<br><br>
 
<br><br>
- When you add images to your Instagram they will be updated on the booking page within an hour. <br>If you wish it to happen sooner please click on “Clear cache” on this custom feature “Settings” page.  
+
- When you add images to your Instagram they will be updated on the booking page within an hour. <br>If you wish it to happen sooner please click on “Refresh now” on this custom feature “Settings” page.  
[[File:Instagram clear cache.png | center]]
+
[[File:Instagram refresh option.png | center]]
 
<br><br>
 
<br><br>
 
- If Instagram post consists of several images/photos only first one will be displayed on the booking site.<br>
 
- If Instagram post consists of several images/photos only first one will be displayed on the booking site.<br>
Line 819: Line 1,419:
 
;How to use
 
;How to use
 
:1. Enable Intake Forms Custom Feature in the Custom Feature section//Adding more to the booking page.
 
:1. Enable Intake Forms Custom Feature in the Custom Feature section//Adding more to the booking page.
 
+
[[File:Intake forms enable path.png | center]]
[[File:Intake forms enable.png| center]]
+
<br><br>
 +
:2. Go to its settings or to Manage//Intake forms page.
 +
[[File:Intake forms settings path.png | center]]
 
<br><br>
 
<br><br>
:2. Press "+" button in the settings of Custom Feature to create new form.
+
:3. Press "+" button in the settings of Custom Feature to create a new form.
[[File:New intake form add.png| center]]
+
[[File:Create new intake form v3.png | center]]
 
<br><br>
 
<br><br>
:3. In the field "Question title" write the question you want your clients to answer. For example: Age, preferences, Do you have any health problems?, etc.
+
:4. In the field "Question title" write the question you want your clients to answer. For example: Age, preferences, Do you have any health problems?, etc.
:4. Choose the field type:
+
:5. Choose the field type:
 
:'''digits only''' - allows entering only numbers. Useful when you need to know the age, height or any other information that will require only digits.
 
:'''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
 
:'''single line''' - usually used for short answers
 
:'''multiple lines''' - use this type of filed if you expect lengthy explanations from your clients
 
:'''multiple lines''' - use this type of filed if you expect lengthy explanations from your clients
 
:'''checkbox''' - creates a checkbox that clients should either check or leave unchecked. Useful for questions that require binary answer, for example "I will need additional services".
 
:'''checkbox''' - creates a checkbox that clients should either check or leave unchecked. Useful for questions that require binary answer, for example "I will need additional services".
:'''dropdown selection''' - creates a drop down list with the ability to choose only 1 option. In order to create this field, you will need to create a list of values in the section "Dropdown options and default option". Also select the Default value that will be assigned if nothing is chosen from the list.
+
:'''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.
[[File:Create intake form.png ‎|center]]
+
:'''date''' - creates date selection option with calendar
 +
[[File:Intake forms fields types.png ‎|center]]
 
<br><br>
 
<br><br>
:5. Make it rather obligatory or not with the help of "obligatory" switcher.
+
:6. Make it rather obligatory or not with the help of "optional" switcher.
:6. If you wish to relate form with certain services, choose "Services, attached to this field" tab and check the boxes near corresponding services.
+
:7. If you wish to relate form with certain services, choose "Services, attached to this field" tab and check the boxes near corresponding services.
[[File:Intake forms relation to services.png| center]]
+
[[File:Attach intake form to services.png| center]]
 
<br><br>
 
<br><br>
:7. If you want to include intake form information to email templates, find the intake forms variables and add them to templates in Configuration//General Settings//Email and SMS settings//Templates.
+
:8. If you want to include intake form information to email templates, find the intake forms variables and add them to templates in Configuration//General Settings//Email and SMS settings//Templates.
[[File:Add field variable.png | center]]
+
[[File:Add intake form variable to template.png | center]]
 +
<br><br>
 +
-------
 +
=Kiosk=
 +
<br>
 +
[[File:Kiosk.png |left]]<br>The Kiosk Custom Feature allows you to accept bookings on your client booking site so in between bookings, data gets cleared. This makes privacy issues less of a concern.<br>
 +
You can set the time when the customer will be redirected to home page of the booking site or to the beginning of the services booking steps in case you use widget after he/she completes the booking or if the page is left inactive.
  
[[File:Variable in template.png| center]]
+
<br><br>
 +
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' This feature is not compatible with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Take_Me_Back_Home |Take me Back Home]]</span> custom feature.</span>
 +
<br><br>
 +
;How to use
 +
:1. Enable this feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Other</span> section.
 +
[[File:Kiosk enable path.png |border|center]]
 +
<br><br>
 +
:2. Select if you wish to clear client data with each new booking, set redirect time for after booking completion and in case of inactivity on the booking site on the settings side of the page.
 +
[[File:Kiosk settings overview.png|border|center]]
 +
<br><br>
 +
Save your preferences and you are done!
 
<br><br>
 
<br><br>
  
Line 852: Line 1,471:
 
This Custom Feature allows you to restrict booking quantity which can be booked at the same time. This Custom Feature is useful when your services require additional things like dental chair or room in the studio etc. When the booking limit is reached the corresponding time interval will looks like breaktime at the booking page (and in the admin interface if you haven't set to skip this restrictions for admin). It is possible to limit booking number at the same time generally, and also you can set certain limit for each service separately.
 
This Custom Feature allows you to restrict booking quantity which can be booked at the same time. This Custom Feature is useful when your services require additional things like dental chair or room in the studio etc. When the booking limit is reached the corresponding time interval will looks like breaktime at the booking page (and in the admin interface if you haven't set to skip this restrictions for admin). It is possible to limit booking number at the same time generally, and also you can set certain limit for each service separately.
 
<br>
 
<br>
 
+
<br>
 
<pre>For example, you have 2 providers and 1 room and both of your providers are available at 10.00.  
 
<pre>For example, you have 2 providers and 1 room and both of your providers are available at 10.00.  
 
Each of providers is set up to serve 1 person at a time and totally, 2 people can book service at 10.00.  
 
Each of providers is set up to serve 1 person at a time and totally, 2 people can book service at 10.00.  
But you need to limit that number to 1 person, because only 1 room is available. You need to enable Limit Bookings Custom Feature and set it to 1.  
+
But you need to limit that number to 1 person, because only 1 room is available.
 +
You need to enable Limit Bookings Custom Feature and set it to 1.  
 
In such way, when someone books 10.00, this time will be closed for another provider.</pre>  
 
In such way, when someone books 10.00, this time will be closed for another provider.</pre>  
 
 
[[File:Limit bookings.png | center]]
 
 
<br><br>
 
<br><br>
;Limit the number of bookings for certain service
+
;How to use
If you have Limit bookings Custom Feature enabled, you can limit the number of clients for a certain service in Manage//Services//More options tab(new interface) or Manage//Services//Pencil icon(old interface)<br><br>
+
:1. Enable this custom feature on your Custom Features page.
''New interface''
+
[[File:Limit bookings enable path.png | center]]
[[File:Limit bookings new interface2.png | center]]
+
<br><br>
 +
:2. Go to its settings if you need to limit number of bookings at a time for the whole system.
 +
[[File:Limit bookings settings path.png | center]]
 +
<br><br>
 +
:3. Indicate the necessary amount in the corresponding box.
 +
[[File:Limit bookings system limit v3.png | center]]
 
<br><br>
 
<br><br>
''Old interface''
+
:4. If you need to set the limit for certain service please navigate to Manage//Services(Classes) page, choose More options tab and set the desired number per service/class.
[[File:Limit_bookings_per_service.PNG‎ | center]]
+
[[File:Limit bookings per service v3.png | center]]
 
<br><br>
 
<br><br>
 +
  
 
-------
 
-------
 +
=Line Bot=
  
 +
[[File:Line bot.png | left]]
  
=Membership=
+
The Line Bot custom feature allows your clients to book your services via Line messenger and it also works in Line mobile app. The booking bot connects with your schedule at <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://simplybook.me/ SimplyBook.me]</span> and guides your client throughout the booking process.
<br>
 
[[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.
+
Supports <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Service_Categories_custom_feature|service categories]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Multiple_Locations_custom_feature|multiple locations]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Intake_Forms_custom_feature|intake forms]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept_payments_custom_feature|online payments]]</SPAN>(but taxes are not calculated), <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Login_custom_feature|client login]]</span>(but without client address).
[http://appointmentschedulingnews.com/membership-booking-software-feature-in-simplybook-me/ Here] you can check more cases when Membership can be useful.  
+
<br><br>
 +
<br><br>
 +
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Please note:</span>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">In service/provider/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Service_Categories_custom_feature|category]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Multiple_Locations_custom_feature|location]]</span> descriptions limited number of symbols can be displayed.</span>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">In <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Intake_Forms_custom_feature|intake forms]]</span> drop-down options no more than 20 symbols can be displayed.</span>
 +
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It is not possible to hide images on the booking steps.</span>
 
<br><br>
 
<br><br>
[https://www.youtube.com/watch?v=8oE07ThLQVo Here] you can see video tutorial how to set it up.
 
  
<br>
+
;How to use:
'''Please note!''' This feature does not work with mobile apps.
+
:1. Go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SimplyBook.me admin side</span>, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">custom features</span> page and enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Line bot</span> custom feature.
 +
[[File:Line bot enable path.png | border| center]]
 +
<br><br>
 +
:2. Navigate to its <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">settings.</span>
 +
[[File:Line bot settings path.png | border| center]]
 +
<br><br>
 +
:3. Log in to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[https://developers.line.biz/en/ LINE Developers page]</span> and create <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Provider</span> following the instructions listed there.
 +
[[File:Line create new provider.png | border | center]]
 +
<br><br>
 +
:4. Then create <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">new channel</span>, adding the necessary details, confirming them and agreeing to LINE Terms of Service and other required options.
 +
[[File:Line creat new channel.png | border| center]]
 +
<br><br>
 +
[[File:Line create new channel-messaging api.png | border| center]]
 +
<br><br>
 +
:5. An application will be created, please click on it to get to the channel credentials.
 +
<br><br>
 +
:6. Switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SimplyBook.me admin side</span> tab with Line Bot feature settings and copy <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Callback URL</span> from there.
 +
[[File:Line bot settings view.png | border| center]]
 +
<br><br>
 +
:7. Add this url to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Webhook URL</span> box in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Messaging settings</span> section of <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">LINE Developers channel</span> page.
 +
[[File:Line Add calback url.png | border|center]]
 +
<br><br>
 +
:8. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Use webhooks</span>.
 +
[[File:Line enable webhooks.png |border| center]]
 +
<br><br>
 +
:9. Issue <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Channel access token (long-lived)</span> and insert it to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Simplybook.me feature settings</span> to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Access token</span> box.
 +
[[File:Line issue access token.png |border|center]]
 +
<br><br>
 +
:10. Proceed to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Using LINE@ features</span> section and disable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">auto-replies</span> according to the following example.
 +
[[File:Line disable automessages.png |border| center]]
 +
<br><br>
 +
[[File:Line autoresponse settings.png | border| center]]
 
<br><br>
 
<br><br>
:'''How to enable Membership custom feature'''
+
:11. Copy <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Channel ID</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Channel secret</span> and insert them to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">corresponding settings boxes on SimplyBook.me side.</span> Save settings.
To enable this option please go to Custom Features section in your admin interface, find “Membership” and click on enable near it.  
+
[[File:Line-channel id and secret.png|border | center]]
<br>
 
[[File:Membership enable new.png | center]]
 
 
<br><br>
 
<br><br>
'''Please note!''' [[Custom_Features#Client_Login | Client login]] and [[Custom_Features#Accept_Payments | Accept payments]] custom features will be automatically enabled as well.
+
[[File:Line bot settings insert.png |border| center]]
 
 
<br>
 
:'''How to create Membership'''
 
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:Manage memberships new.png | center]]
 
 
<br><br>
 
<br><br>
It is possible to set different First payment and Recurring prices if you wish to suggest lower price to regular customers.
+
:12. After bot is approved from the LINE side your clients will be able to book using it. In the meanwhile you can add testers or try your bot using LINE mobile app.
<br>
 
[[File:Membership price.png  | center]]
 
 
<br><br>
 
<br><br>
''Please note!'' Recurring membership payments can work with Stripe and CardConnect payment processors only.
 
 
<br><br>
 
<br><br>
You can set price only for membership here and zero price for service(in Manage//Services//Service details) 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.
 
  
 +
-------
 +
 +
=Membership=
 
<br>
 
<br>
:'''How to add service to Membership'''
+
[[File:Membership new icon.png | left]]
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 client has purchased this Membership.  
+
 
 +
This Custom feature allows you to have services that only members can book provided they have an active paid membership. This can be applied to a selection or all services, only classes or similar.
 +
[https://simplybook.me/en/membership-solution Here] you can check more cases when Membership can be useful.
 +
<br><br>
 +
Check video [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=vD0-xUu_VfM]] tutorial how to set it up.<br><br>
 +
Demo page with Membership-related classes is available [https://classesandmembershipsdemo.simplybook.it/v2/# here].
 +
 
 
<br>
 
<br>
[[File:Attached services.png  | center]]
+
<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>
You have to add at least one service to membership to make it working.
+
;How to use:
  
 +
:1. To enable this feature please go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> section using left-side menu of your admin interface, find <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Membership</span> and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable</span> button or use the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">switcher.</span>
 
<br>
 
<br>
:'''Where will be Memberships displayed on the booking page'''
+
[[File:Membership new enable path.png |border|center]]
After you enable this custom feature Membership tab will appear on the booking page.
+
<br><br>
<br>
+
:2. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Memberships</span> or use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> button on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page near this feature to add new Membership to your system.<br>
[[File:Membership tab.png | center]]
+
:Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> on the page you see.<br>
 +
:Add membership title, set description, upload an image, select the desired duration and decide on the sessions limit included.<br>
 +
:The membership can be free or paid so you can set its price.<br>
 +
:If you would like to allow the membership to repeat please enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Is recurring</span> option there and set the recurring price (it can be the same or different from the first price).<br>
 +
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Automatic membership renewal can work from client side via Stripe(previous integration) and Adyen payment processors only.</span>
 +
[[File:Membership new create.png|border|center]]
 +
<br><br>
 +
:3. Don't forget to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">attach the membership to services/classes</span> to restrict booking to the members only.
 +
[[File:Membership new attach to service.png|border|center]]
 
<br><br>
 
<br><br>
As well if clients click on the service related to membership but have not purchased it yet they will get a pop-up suggesting to purchase it. If they agree they will be redirected to Memberships page.
+
:4. For sure, you will need to notify your clients about the membership purchase or send the information related to its renewal.<br>
<br>
+
:To adjust your templates please navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Membership</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">click on its name</span> on the left to open right-side options and see the list of available notifications:
[[File:Membership confirm.png | center]]
+
[[File:Membership new notifications.png|border|center]]
 
<br><br>
 
<br><br>
 
+
:You can use the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">variables</span> to automatically add the corresponding information to each email/SMS notification.
<br>
+
[[File:Membership new notifications variables.png|border|center]]
:'''Where can i check payments my clients made for memberships'''
 
You will be able to see that information in Reports//Membership payments.<br>
 
If client has chosen "Pay Later" option instead of paying online you will be able to approve such membership purchases there.
 
 
<br><br>
 
<br><br>
 
+
:5. (optional) You may need to issue membership to some clients from admin side if they have already paid or you have given them some free period.<br>
:'''How will  be my clients notified about purchase/renewal'''
+
: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.
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.
+
[[File:Membership new issue.png|border|center]]
<br>
 
[[File:Membership notifications2.png | center]]
 
 
<br><br>
 
<br><br>
You can enable/disable some notifications related to Membership in Manage//Memberships//Membership details//Configure membership notifications.
+
: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);
[[File:Membership notification.png | center]]
+
:- you can generate an <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">invoice</span> if you need it for accounting purposes;
 +
:- you can issue membership without an invoice;
 +
:- if you select issuing with the invoice and the membership is recurring it is possible to set manual or automatic <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">recurring mode</span> and set the number of times to repeat for the automatic one,
 +
:so that the new invoice will be generated each time the membership is prolonged 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>
As well you can adjust templates according to your needs. Please use variables listed on the right side of the page if necessary so that relevant details will be reflected in notifications.
+
:7. When the memberships are purchased or issued there are several places to check the information related:
<br>
+
:- <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>
[[File:Membership templates.png | center]]
+
:You can cancel the specific client's membership here if necessary.
 +
[[File:Membership new report.png|border|center]]
 
<br><br>
 
<br><br>
:'''How to add membership to client from admin side'''
+
:- <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.
If your client has paid you in cash or you just wish togive somebody free membership please go to Manege//Clients page,
+
:<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>
click on "Edit" near necessary client there.  
+
:- <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>
[[File:Edit client.png | center]]
+
: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>
Then select "memberships" tab in the pop-up that will appear and click on "Add new"
+
:8. From the client side the clients will see memberships tab on the booking site<br>
[[File:Add new membership.png | center]]
+
:with the list of all options you have set as available and the services related will have clickable "Subscription required" labels<br>
 +
:that lead to the corresponding membership purchase.
 +
[[File:Memberships_client_side.png | center]]
 
<br><br>
 
<br><br>
Choose membership from available and set the end date. Click on "Add" to save your settings.
+
: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:Choose membership and date.png | center]]
 
 
<br><br>
 
<br><br>
As a result you will see membership successfully added.<br>
 
You will also see active clients' memberships here with a possibility to cancel if necessary.<br>
 
:''Please note,'' it is possible to cancel only active memberships, not the expired ones.
 
[[File:Membership added.png | center]]
 
 
<br><br>
 
<br><br>
 +
 
-------
 
-------
  
Line 966: Line 1,639:
 
[[File:Multiple booking new icon.png ‎|left]]
 
[[File:Multiple booking new icon.png ‎|left]]
  
Allows clients to book more than one service before they check-out and pay for all booking with one payment. This Custom Feature adds "Book and add more" ("Add more Bookings") button to the "Details" tab of 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>
 +
:'''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>
[[File:Multiple new2.png| left]]
+
;How to use
or
+
:1. Enable Multiple bookings custom feature on your custom features page.
[[File:Multiple_bookings_new.PNG | rigjht ]]
+
[[File:Multiple bookings enable path.png | center]]
 
+
<br><br>
 +
:2. You can edit notification templates related in the Settings("Notifications" button) section.
 +
[[File:Multiple bookings settings path.png | center]]
 +
[[File:Multiple bookings notifications.png | center]]
 +
<br><br>
 +
:3. Here is how it will look like on the client side in one of the themes.
 +
[[File:Book and add more v3.png | center]]
 +
<br><br>
 
-------
 
-------
  
Line 979: Line 1,661:
  
  
Allows creating multiple service locations and relating them with different service providers (staff members).
+
Allows creating multiple service locations and relating them with different service providers (staff members). Locations will be shown as the first step on the booking site.
 
<br><br><br>
 
<br><br><br>
 
+
:Here you can see the example of client view:
[[File:Multiple locations.png | center]]
+
[[File:Locations booking page view.png | center]]
 
+
<br><br>
 
;How to use
 
;How to use
1. Enable Multiple Locations Custom Feature in Custom Feature section//Adding more to booking page. <br>
+
1. Enable Multiple Locations custom feature in Custom Feature section//Adding more to booking website.
2. Add locations either in the settings of the Custom Feature or in Manage//Providers//Add location.  
+
[[File:Multiple locations enable path.png | center]]
[[File:Add location new2.png | center ]]<br/>
+
<br><br>
 +
2. Add locations either in the settings of the Custom Feature or in Manage//Service Providers//Add location.  
 +
[[File:Create new location item v3.png | center ]]<br/>
 
3. Click on "Location providers" tab for corresponding location and check necessary boxes to connect service providers with location.<br/>
 
3. Click on "Location providers" tab for corresponding location and check necessary boxes to connect service providers with location.<br/>
[[File:Attach providers to location.png |center]]<br/><br/>
+
[[File:Attach providers to locations v3.png |center]]<br/><br/>
 
4. (Optional) In Settings // General settings // Email and SMS settings insert the following variables into your email templates:<br/>
 
4. (Optional) In Settings // General settings // Email and SMS settings insert the following variables into your email templates:<br/>
[[File:Locations1.png | center ]] <br/><br/>
+
[[File:Add location variables to templates.png | center ]] <br/><br/>
 
:'''[location]''' - value of field "Location name"
 
:'''[location]''' - value of field "Location name"
 
:'''[location_address]''' - value of field "Location address"
 
:'''[location_address]''' - value of field "Location address"
Line 999: Line 1,683:
 
;How to set schedule for location?
 
;How to set schedule for location?
 
You can set individual schedule for the provider and then relate provider to the location. Thus working hours of the provider related to location will automatically apply to location.  
 
You can set individual schedule for the provider and then relate provider to the location. Thus working hours of the provider related to location will automatically apply to location.  
:1. To set individual schedule for provider go to Settings//Service providers//Working hours, or to Manage//Providers//Service providers schedule and you can set opening hours, break times, and special days for this specific employees. Just take care that opening hours of employees must be within opening hours of company.
+
:1. To set individual schedule for provider go to Settings//Service providers//Working hours, or to Manage//Service Providers//Service providers schedule and you can set opening hours, break times, and special days for this specific employees. Just take care that opening hours of employees must be within opening hours of company.
:2. To relate provider and location go to Manage//Providers//Service provider's locations and check the boxes with location(s) provider should be related to.
+
:2. To relate provider and location go to Manage//Service Providers//Service provider's locations and check the boxes with location(s) provider should be related to.
 
<br><br>
 
<br><br>
 
;How can I relate service to location.
 
;How can I relate service to location.
Locations can be related only to service providers, thus if you need to relate service to particular location, you need initially to relate service to service provider:
+
Locations can be related only to service providers, thus if you need to relate service to the particular location, you need initially to relate this service to the service provider:
:1. In Manage//Providers//Services, attached to this service provider check boxes with services related to this provider.<br>
+
:1. In Manage//Service Providers//Services, attached to this service provider check the boxes with services related to this provider.<br>
:2. In Manage//Providers//Service provider's locations and check the boxes with location(s) provider should be related to.
+
:2. In Manage//Service Providers//Service provider's locations and check the boxes with location(s) provider should be related to.
 
+
<br><br>
 
-------
 
-------
  
Line 1,014: Line 1,698:
  
 
Give your website a fresh life by managing news on your main page in our booking system.
 
Give your website a fresh life by managing news on your main page in our booking system.
 +
You can publish news or blog on your booking website to keep your customers up to date with what’s happening in the business.
 +
<br><br><br>
 +
;How to use
 +
:1. Enable this custom feature on your Custom Features page, Adding more to the Booking Website section.
 +
[[File:News enable path.png | center]]
 +
<br><br>
 +
:2. Click on "Settings" near this option.
 +
[[File:News settings path.png | center]]
 +
<br><br>
 +
:3. Create the posts on the page you see by clicking on "+" button.
 +
[[File:Add new news item v3 updated.png | center]]
 +
<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=
 +
[[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 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.
 +
 +
 +
 +
:'''Please note''', as soon as you turn this custom feature on, [[Custom_Features#Client_Login | Client login]] and [[Custom_Features#Accept_Payments | Accept Payments]] features will be enabled as well.
 +
 +
<br><br>
 +
 +
Video tutorial available [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=PV-NcGv8kj4]]
 +
<br><br>
 +
;How to use
 +
: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 newcf.png | center]]</nomobile>
 +
<br><br>
 +
: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 newcf.png | center]]</nomobile>
 +
<br><br>
 +
:3. Just click on “+” button to create a new package. The form will appear on the right side of the page.
 +
<nomobile>[[File:Create new package.png | center]]</nomobile>
 +
<mobileonly>[[File:M create new package.png | center]]</mobileonly>
 +
<br><br>
 +
:4. Insert package name, add a description (you can even use HTML formatting for a better look) and image.
 +
:At this point you can also set the package price: you can specify the cost (if you want to make a discount, for example) or
 +
:skip price box to later keep the total cost of all the elements included.
 +
:'''Please note,''' it is not possible to create a package without a price.
 +
<nomobile>[[File:Add new package details.png | center]]</nomobile>
 +
<mobileonly>[[File:M add new package details.png | center]]</mobileonly>
 +
<br><br>
 +
: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)
 +
: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>
 +
<br><br>
 +
: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>
 +
<mobileonly>[[File:M package items possibilities.png | center]]</mobileonly>
 +
<br><br>
 +
: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>
 +
<mobileonly>[[File:M add items to the package.png | center]]</mobileonly>
 +
<br><br>
 +
:8. If you are using [[Custom_Features#Products_for_Sale |Products for sale]] and/or [[Custom_Features#Service_Add-ons |Service Add-ons]] features simply select the corresponding tabs and add elements the same way.
 +
<nomobile>[[File:Add items to the package2.png | center]]</nomobile>
 +
<mobileonly>[[File:M add items to the package2.png | center]]</mobileonly>
 +
<br><br>
 +
:9. After you have added all the options and if you have not set a package price yet, get back to the “Details” tab and use “Calculate price” button to make the system automatically sum up all the elements prices for you.
 +
<nomobile>[[File:Autocalculate the price.png | center]]</nomobile>
 +
<mobileonly>[[File:M autocalculate the price.png | center]]</mobileonly>
 +
<br><br>
 +
: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:Package saving options new.png | center]]</nomobile>
 +
<br><br>
 +
: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
 +
:The invoice will be sent only in the case of the purchase and payment made from the client side.
 +
<br><br>
 +
:11. Go to Reports//Packages to check packages order history, customer data, as well as the number of remaining items.
 +
:Use filters for more extensive analysis.
 +
:Here you can also cancel the package for the specific client if needed.
 +
<nomobile>[[File:Package reports.png | center]]</nomobile>
 +
<mobileonly>[[File:M package reports.png | center]]</mobileonly>
 +
<br><br>
 +
 +
 +
;The use of Packages within the POS feature
 +
:1. Make sure you have enabled  POS custom feature.
 +
<nomobile>[[File:Pos enable path newcf.png | center]]</nomobile>
 +
<br><br>
 +
:2. Go to POS interface, click on “New sale” button.
 +
<nomobile>[[File:Pos new sale.png | center]]</nomobile>
 +
<mobileonly>[[File:M pos new sale.png | center]]</mobileonly>
 +
<br><br>
 +
:3. Select the client on the right side of the page to make the "Package" button active.
 +
<nomobile>[[File:Sell package step1.png | center]]</nomobile>
 +
<mobileonly>[[File:M sell package step1.png | center]]</mobileonly>
 +
<br><br>
 +
:4. Pick the item and define the start date. End date will be automatically set based on the package duration after you save the selection.
 +
<nomobile>[[File:Sell package step2.png| center]]</nomobile>
 +
<mobileonly>[[File:M sell package step2.png | center]]</mobileonly>
 +
<br><br>
 +
:'''Please note''', if the package is hidden from the booking page it will be still available within POS interface as it is part of admin side visible to POS user.
 +
<br><br>
 +
:5. Proceed to checkout after you have added all the necessary services/products/add-ons/memberships/gift cards to the cart.
 +
<nomobile>[[File:Sell_package_step3.png | center]]</nomobile>
 +
<mobileonly>[[File:M sell package step3.png | center]]</mobileonly>
 +
<br><br>
 +
:6. You may have a client who has already purchased a package before and wants to use it.
 +
:Then you will be able to click on “Use packages” button so that the items selected will be fully or partially paid with this set during the checkout.
 +
<nomobile>[[File:Use package during checkout.png | center]]</nomobile>
 +
<mobileonly>[[File:M use package during checkout.png | center]]</mobileonly>
 
<br><br><br>
 
<br><br><br>
  
[[File:News_new.PNG | center]]
+
 
 +
;Booking site operation
 +
:1. The clients will be able to navigate to the “Packages” tab on your booking site.
 +
:'''Please note''', the client must be logged in to see his/her purchases.
 +
<nomobile>[[File:Packages client side new.png | border| center]]</nomobile>
 +
<mobileonly>[[File:M client side packages available.png| center]]</mobileonly>
 +
<br><br>
 +
:2. They will find a suitable set, choose a start date and buy the package.
 +
<nomobile>[[File:Packages client side new date select.png | center]]</nomobile>
 +
<mobileonly>[[File:M client side packages - buy.png | center]]</mobileonly>
 +
<br><br>
 +
:(if they select “pay later” option during checkout you will need to approve their purchase from admin side first. Then they will be able to book/buy the items included)
 +
<br><br>
 +
:3. When the client has already the purchased package and books the separate services/products/add-ons, he/she will be able to cover those items with his packages’ credits (if included in packages) or pay for them in a regular way.
 +
<nomobile>[[File:Packages client side new apply pack.png| center]]</nomobile>
 +
<mobileonly>[[File:M client side packages - payment step.png | center]]</mobileonly>
 +
<br><br>
 +
<br><br>
 +
 
  
 
-------
 
-------
 +
=Password Security Settings=
 +
<br>
 +
[[File:Strict password icon.png | left]]
  
 +
 +
The Password security settings Custom Feature allows to define password requirements for system users and clients. This can further harden the system for possible intrusion. Just in few steps you can make your system more secure!
 +
<br><br><br>
 +
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 +
<br><br>
 +
;How to use
 +
:1. Enable Password Security Settings option on yur Custom Features page.
 +
[[File:Password security settings enable path free.png | center]]
 +
<br><br>
 +
:2. Click on "Settings" button that will appear near it.
 +
[[File:Password security settings settings path free.png | center]]
 +
<br><br>
 +
:3. Now you can set requirements for password for your system users in the left-side block.
 +
[[File:User password settings block.png | center]]
 +
<br><br>
 +
:4. (is skipped if you are already using [[Custom_Features#Client_Login | Client Login Custom Feature]]) If you wish your clients to be able to log in securely please enable Client Login option there.
 +
[[File:Enable client login settings.png | center]]
 +
<br><br>
 +
:5. Set up password requirements for your clients in the right-side block and save settings.
 +
[[File:Client password settings block.png | center]]
 +
<br><br>
 +
-------
 
=Photo Gallery=
 
=Photo Gallery=
 
<br>
 
<br>
 
[[File:Photo gallery new icon.png| left]]  
 
[[File:Photo gallery new icon.png| left]]  
  
With Photo Gallery Custom Feature you can upload the photos of your services to attract more clients. Simply browse photos and they will appear in the separate tab on your booking page.
+
With Photo Gallery custom feature you can upload the photos of your services to attract more clients. Simply browse photos and they will appear on your booking page.
 +
<br><br><br>
 +
;How to use
 +
:1. Enable Photo gallery option on your Custom Features page.
 +
[[File:Photo gallery enable path.png | center]]
 +
<br><br>
 +
:2. Click on "Settings" near it.
 +
[[File:Photo gallery settings path.png | center]]
 +
<br><br>
 +
:3. Upload the images on the page you see, add descriptions if necessary and they will appear in the separate tab on the booking site.
 +
[[File:Photo gallery settings.png | center]]
 +
<br><br>
 +
-------
 +
=Point of Sale=
 +
[[File:Pos icon.png | left]]
 +
Point of Sale Custom Feature allows system users to create and track sales of bookings, and to sell memberships, products and gift certificates to existing or new clients. You can check client's history of purchases, approve pending transactions and print invoices. All in the neat mobile friendly interface!
 +
<br><br>
 +
'''Please note!''' [[Custom_Features#Accept_Payments | Accept Payments Custom Feature]] will be enabled as well when you switch PoS feature on.
 +
<br><br>
 +
 
 +
Video tutorial available ''[https://www.youtube.com/watch?v=lShnUwzWBR4 here]''.
 +
<br><br>
 +
;How to use
 +
:1. Enable Point of Sale Custom Feature on your Custom Features page, “Other” section.
 +
[[File:Pos enable path.png | center]]
 +
<br><br>
 +
:2. Click on “Go to POS” near this feature or in top right corner of your admin interface.
 +
[[File:Pos settings path.png | center]]
 +
<br><br>
 +
:3. You will see sale start page. (If you need to return here at some point please use “Home” icon in the top left corner.)
 +
[[File:Pos start page.png | center]]
 +
<br><br>
 +
:4. By default guest client is selected, but you can select a client from already existing ones in your system.
 +
[[File:Pos select client.png | center]]
 +
<br><br>
 +
:5. Or add new client directly from POS interface.
 +
[[File:Add new client from pos.png | center]]
 +
<br><br>
 +
:6. Select “New Sale” option to sell service/membership/product/add-on.
 +
[[File:New sale.png | center]]
 +
<br><br>
 +
[[File:Select sale option.png | center]]
 +
<br><br>
 +
:7. If you have selected service option new booking will be created. Please choose which service/class, provider, date and time do you wish to book. Add product(s), add-on(s) if necessary and click on “Save”.
 +
[[File:Pos new booking.png | center]]
 +
<br><br>
 +
:8. On the next step you can add more options to the cart(left side of the page) or confirm all the selections by clicking on the “Checkout button”(right side of the page).
 +
[[File:Pos checkout.png | center]]
 +
<br><br>
 +
:9. Select payment method to confirm the order.
 +
[[File:Choose payment method.png | center]]
 
<br>
 
<br>
 +
:10. If you have chosen “Credit card/Wire transfer/Cash” the order will be automatically confirmed meaning that you have received the money using the options mentioned.<br>
 +
:If you have selected “Pay later” the order will be displayed as “pending”. You will be able to click on “Checkout” once more and select another payment method to confirm such order.
 +
[[File:Pos received payment.png | center]]
 +
<br><br>
 +
[[File:Pos pay later.png | center]]
 +
<br><br>
 +
:11. You can go to “Home” page and use filters to see today/upcoming/expired/non-booking/pending/paid, etc. orders. It is possible to click on the order to see the details/print the invoice.
 +
[[File:Pos report.png | center]]
 +
<br><br>
 
-------
 
-------
 
=Products for Sale=
 
=Products for Sale=
Line 1,037: Line 1,985:
 
'''How to use:'''<br>
 
'''How to use:'''<br>
 
:1. To enable this option please go to your Custom Features page and click on “Enable” near “Products for sale” option.
 
:1. To enable this option please go to your Custom Features page and click on “Enable” near “Products for sale” option.
[[File:Enable products for sale.png | center]]
+
[[File:Products for sale enable path.png | center]]
 
<br><br>
 
<br><br>
 
:2. Click on “Settings” button that will appear there or select  Manage// Products for sale section and you will get to a page where you will be able to create all necessary products.
 
:2. Click on “Settings” button that will appear there or select  Manage// Products for sale section and you will get to a page where you will be able to create all necessary products.
[[File:Products settings.png | center]]
+
[[File:Products for sale settings path.png | center]]
 
<br><br>
 
<br><br>
 
:3. Click on “+” icon to create new product, set its name, image, description if necessary and price.<br>
 
:3. Click on “+” icon to create new product, set its name, image, description if necessary and price.<br>
:''Please note!'' It is not possible to create free products, each of them needs to have some price added.
+
:'''Please note!''' It is not possible to create free products, each of them needs to have some price added.
[[File:Create new product.png | center]]
+
[[File:Create new product for sale.png | center]]
 
<br><br>
 
<br><br>
 
:4. To relate the product with particular service(s) please use “Connected services” tab and check the boxes with desired services/classes.
 
:4. To relate the product with particular service(s) please use “Connected services” tab and check the boxes with desired services/classes.
[[File:Connect product with service.png | center]]
+
[[File:Attach product to service.png | center]]
 
<br><br>
 
<br><br>
 
:5. You can also make product to be selected by default on the booking page and set default amount that will be displayed to clients.<br>
 
:5. You can also make product to be selected by default on the booking page and set default amount that will be displayed to clients.<br>
:''Please note!'' The clients will be able to adjust amount to their needs on the booking site or uncheck this product.
+
:'''Please note!''' The clients will be able to adjust amount to their needs on the booking site or uncheck this product.
[[File:Default product setting.png | center]]
+
[[File:Products for sale default quantity.png | center]]
 
<br><br>
 
<br><br>
 
Here you can see how the products can look like on the booking page:
 
Here you can see how the products can look like on the booking page:
Line 1,058: Line 2,006:
  
 
'''Correlation with other custom features:'''<br>
 
'''Correlation with other custom features:'''<br>
1- [[Custom_Features#Simply_Smart_Promotions| Simply Smart Promotions]]. Discounts are working for services prices only and not applied to products prices.<br>
+
1- [[Custom_Features#Rewards_and_Referrals| Rewards and Referrals]]. Rewards and Referrals discounts are working for services prices only and not applied to products prices. If you'd like to set up discounts for products, please use Coupons and Gift Cards Custom Feature instead.<br>
 
2- [[Custom_Features#Group_Bookings | Group Bookings]]. Number of items is multiplied to number of participants selected.<br>
 
2- [[Custom_Features#Group_Bookings | Group Bookings]]. Number of items is multiplied to number of participants selected.<br>
 
3- [[Custom_Features#Multiple_Bookings | Multiple bookings]]. Products are selected separately for each booking.
 
3- [[Custom_Features#Multiple_Bookings | Multiple bookings]]. Products are selected separately for each booking.
Line 1,064: Line 2,012:
 
'''Can I add the items that clients has selected to notification templates?'''<br>
 
'''Can I add the items that clients has selected to notification templates?'''<br>
 
Sure, just add [products] variable to all necessary templates in Settings//Email and SMS settings and the list of products will be included to corresponding notifications
 
Sure, just add [products] variable to all necessary templates in Settings//Email and SMS settings and the list of products will be included to corresponding notifications
[[File:Add product variable to templates.png | center]]
+
[[File:Add products to notification emails.png | center]]
 
<br><br>
 
<br><br>
  
Line 1,079: Line 2,027:
  
 
;How to use
 
;How to use
:1. Enable Custom Feature
+
:1. Enable this option on your Custom Features page.
 +
[[File:Provider color coding enable path.png | center]]
 +
<br><br>
 
:2. In Manage//Providers//More options//assign color to each provider to make them easily distinguished in the calendar.  
 
:2. In Manage//Providers//More options//assign color to each provider to make them easily distinguished in the calendar.  
 +
[[File:Provider color coding-select color.png | center]]
 +
<br><br>
 +
:3. As the result you will see bookings in corresponding colors on your Calendar page.
 +
[[File:Provider color coding-booking view.png | center]]
 +
<br><br>
 +
--------
 +
=Related Resources=
 +
[[File:Resources icon.png |left]]
 +
<br><br>Connect equipment, rooms or anything else that is limited in quantity to a service. Different resources can be connected to the same service when needed.
 +
<br>
 +
<br>
  
[[File:Providers color new 2.PNG | center]]
+
 
 +
;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
 +
*this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum);
 +
*Rewards functionality temporarily does not work;
 +
*this feature is not compatible with [[Custom_Features#Coupons_.26_Gift_Cards | Coupons and Gift Cards feature]] yet.
 +
<br><br>
 +
 +
;How to use.
 +
:1. Enable Rewards and Referrals Custom Feature.
 +
[[File:Rewards_and_referrals_enable_path.png | center]]
 +
<br><br>
 +
:2. In left-side menu go to Manage//Promotions and create new promotion
 +
[[File:Create new promotion path.png | center]]
 +
<br><br>
 +
:3. On the first step indicate:
 +
*your discount in %;
 +
*is this promotion related to specific service or all services;
 +
*who can claim the deal (all clients or new clients only);
 +
*how many times the code can be used;
 +
*how many times each client can use this promotion;
 +
*edit texts of your deal if necessary;
 +
*proceed to the next step.
 +
[[File:Create new promotion - step 1.png | center]]
 +
<br><br>
 +
:4. On the second step decide whether you will offer a reward for sharing your promotion. This step is very important because it can help you to easily get more clients.
 +
*write what reward you offer;
 +
*indicate the number of times client should share promotion to receive the reward;
 +
*how many times 1 client can claim the reward;
 +
*insert reward picture;
 +
*check "send email" if you want clients to receive an email about being rewarded and adjust the email text if necessary;
 +
*adjust the texts of reward;
 +
*proceed to the next step.
 +
[[File:Create new promotion - step 2.png | center]]
 +
<br><br>
 +
:5. On the third step enter the details of your campaign
 +
*change the promotion code if needed;
 +
*add campaign image;
 +
*add dates that clients can book using this promotion;
 +
*add period when they can redeem the code;
 +
*set time limitation if needed;
 +
*proceed to the next step.
 +
[[File:Create new promotion - step 3.png | center]]
 +
<br><br>
 +
:6. On the fourth step announce your promotion
 +
*get the link of the deal to share with your clients;
 +
*choose how to notify your clients, by email or sms (please change the text of email or sms (1 sms 70 symbols in unicode, 140 plain English text without special characters));
 +
*configure whom you will send the deal, to clients who booked/did not book, use filters by service, provider, dates;
 +
*select clients and send the promotion (or save it without sending).
 +
[[File:Create new promotion - step 4.png | center]]
 +
<br><br>
 +
 +
---------
 +
 
=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 1,094: Line 2,144:
  
 
: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:Add-ons enable.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:Add-ons settings steps.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 add-on.png | create]]
+
: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.
[[File:Connect add-on with service.png | center]]
+
[[File:Connect service add-on to services.png | center]]
 
<br><br>
 
<br><br>
 
:5. You can also make add-on to be selected by default on the booking page<br>
 
:5. You can also make add-on to be selected by default on the booking page<br>
:''Please note!'' The clients will be able to to uncheck this item if they wish to on the booking page.
+
:'''Please note!''' The clients will be able to to uncheck this item if they wish to on the booking page.
[[File:Selected by default.png | create]]
+
[[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>
 
'''Correlation with other custom features:'''<br>
 
'''Correlation with other custom features:'''<br>
1- [[Custom_Features#Simply_Smart_Promotions| Simply Smart Promotions]]. Discounts are not applied to add-ons prices.<br>
+
1- [[Custom_Features#Rewards_and_Referrals| Rewards and Referrals]]. Discounts are not applied to add-ons prices. Please use Coupons and Gift Cards feature instead.<br>
 
2- [[Custom_Features#Group_Bookings | Group Bookings]]. Number of items is multiplied to number of participants selected.<br>
 
2- [[Custom_Features#Group_Bookings | Group Bookings]]. Number of items is multiplied to number of participants selected.<br>
 
3- [[Custom_Features#Multiple_Bookings | Multiple bookings]]. Add-ons are selected separately for each booking.
 
3- [[Custom_Features#Multiple_Bookings | Multiple bookings]]. Add-ons are selected separately for each booking.
Line 1,121: Line 2,178:
 
'''Can I add the items that clients has selected to notification templates?'''<br>
 
'''Can I add the items that clients has selected to notification templates?'''<br>
 
Sure, just add [attributes] variable to all necessary templates in Settings//Email and SMS settings and the list of products will be included to corresponding notifications
 
Sure, just add [attributes] variable to all necessary templates in Settings//Email and SMS settings and the list of products will be included to corresponding notifications
[[File:Add add-ons variable to templates.png | center]]
+
[[File:Add add-ons list to emails.png | center]]
 
<br><br>
 
<br><br>
 +
 
--------
 
--------
  
Line 1,135: Line 2,193:
 
;How to use
 
;How to use
  
:1. Enable Service Categories Custom Feature in the Custom Feature section//Adding more to booking page.  
+
:1. Enable Service Categories custom feature in the Custom Feature section//Adding more to booking page.  
 
+
[[File:Service categories enable path.png | center]]
 +
<br><br>
 
:2. In Manage//Services click on "+" and choose "Add category" to create all necessary categories. Insert title, picture, description and assign services to category.
 
:2. In Manage//Services click on "+" and choose "Add category" to create all necessary categories. Insert title, picture, description and assign services to category.
 
+
[[File: Create new category v3.png | center ]]
[[File: Add category new 2.png | center ]]
 
 
<br><br>
 
<br><br>
 
 
:3. Click on "Category details" tab of the category to edit any information. To connect services please choose "Category services" tab and check corresponding boxes.  
 
:3. Click on "Category details" tab of the category to edit any information. To connect services please choose "Category services" tab and check corresponding boxes.  
<br>
+
[[File: Attach service to category.png | center]]
:''Here you can see how categories can look like on the booking page.''
 
<br>
 
[[File:Service categories booking page.png | center]]
 
 
 
 
 
-------
 
 
 
=Simply Smart Promotions=
 
<br>
 
[[File:Promotions new icon.png ‎ ‎|left]]
 
 
 
Send promotions to your clients with Simply Smart Promotions Custom Feature! Reward your clients for telling others about your promotions. You can decide both rewards and discounts. Use this to get more business all year long and especially during low season and promote your business. Customize your promotions with defined dates, messages and codes.
 
<br><br><br>
 
:'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).
 
 
<br><br>
 
<br><br>
 
+
:4. Here you can see how categories can look like on the booking page using one of the themes avilable.
;How to use.
+
[[File:Categories booking page view.png| center]]
:1. Enable Simply Smart Promotions Custom Feature.
 
:2. In left-side menu go to Manage//Promotions and create new promotion
 
 
 
[[File:Create promotion new.png | center]]
 
 
<br><br>
 
<br><br>
:3. On the first step indicate:
+
-------
*your discount in %;
 
*is this promotion related to specific service or all services;
 
*who can claim the deal (all clients or new clients only);
 
*how many times code can be used;
 
*how many times each client can use promotion;
 
*edit texts of your deal if necessary;
 
*proceed to the next step.
 
 
 
[[File:Promotion step 1.png | center]]
 
<br><br>
 
:4. On the second step decide whether you will offer reward for sharing your promotion. This step is very important because it can help you to easily get more clients.
 
*write what reward you offer;
 
*indicate the number of times client should share promotion to receive the reward;
 
*how many times 1 client can claim the reward;
 
*insert reward picture;
 
*check "send email" if you want clients to receive email about being rewarded and change email if necessary;
 
*adjust the texts of reward;
 
*proceed to the next step.
 
  
[[File:Promotion step 2 reward.png | center]]
 
<br><br>
 
:5. On the third step enter the details of your campaign
 
*change the promotion code if needed;
 
*add campaign image;
 
*add dates that clients can book;
 
*add period when they can redeem the code;
 
*set time limitation if needed;
 
*proceed to the next step.
 
 
 
[[File:Promotion step 3.png | center]]
 
<br><br>
 
:6. On the fourth step announce your promotion
 
*get the link of the deal to share with your clients;
 
*choose how to notify your clients, by email or sms (please change the text of email or sms (1 sms 70 symbols in unicode, 140 plain English text without special char.));
 
*configure whom you will send the deal, select whether client booked/did not book, use filters by service, provider, dates;
 
*select clients and send the promotion (or save it without sending).
 
 
[[File:Promotion step 4.png | center]]
 
---------
 
 
=SMS Gateway=
 
=SMS Gateway=
 
<br>
 
<br>
 
[[File:Sms.png|left]]  
 
[[File:Sms.png|left]]  
  
Use the SMS Gateway custom feature to use your own SMS gateway (Twilio, Nexmo or BulkSMS only currently) and use your own phone number as sender number. If you use this feature, you pay the gateway directly saving around 20% to 30% compared to when you buy SimplyBook.me credits.  
+
Use the SMS Gateway custom feature to use your own SMS gateway (Twilio, Nexmo or BulkSMS available only) and use your own phone number as sender number. If you use this feature, you pay the gateway directly saving around 20% to 30% compared to when you buy SimplyBook.me credits.  
 
<br><br>
 
<br><br>
 
'''IMPORTANT!''' Setting this up requires some technical knowledge and the SimplyBook.me team can not help with account creation at the SMS gateway providers.
 
'''IMPORTANT!''' Setting this up requires some technical knowledge and the SimplyBook.me team can not help with account creation at the SMS gateway providers.
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'''How to use'''
 
'''How to use'''
 
:1. Enable Sms Gateway Custom feature in Custom features//Other section at one-time activation fee.
 
:1. Enable Sms Gateway Custom feature in Custom features//Other section at one-time activation fee.
[[File:Sms plugin enable.png | center]]
+
[[File:Sms gateway enable path.png | center]]
 
<br><br>
 
<br><br>
 
:2. Create an account with one of available sms gateways: [https://dashboard.nexmo.com/sign-up Nexmo], [https://www.twilio.com/try-twilio Twilio] or [https://www2.bulksms.com/register/ BulkSMS] if you do not have one yet.
 
:2. Create an account with one of available sms gateways: [https://dashboard.nexmo.com/sign-up Nexmo], [https://www.twilio.com/try-twilio Twilio] or [https://www2.bulksms.com/register/ BulkSMS] if you do not have one yet.
 
:3. Click on “Settings” near “SMS Gateway” custom feature.
 
:3. Click on “Settings” near “SMS Gateway” custom feature.
[[File:Sms plugin settings.png | center]]
+
[[File:Sms gateway settings path.png | center]]
 
<br><br>
 
<br><br>
 
4. On the next step please select the sms provider from “SMS Gateway” drop down and add corresponding settings on the right side of the page.
 
4. On the next step please select the sms provider from “SMS Gateway” drop down and add corresponding settings on the right side of the page.
[[File:Sms select provider.png | center]]
+
[[File:Sms gateway options.png | center]]
 
<br><br>
 
<br><br>
 
5. Save settings and it is all done!
 
5. Save settings and it is all done!
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[[File:Smtp new icon.png|left]]
 
[[File:Smtp new icon.png|left]]
  
It allows you to use your own SMTP server so all email sent from the SimplyBook.me system on your behalf, comes from your own email address.<br>
+
It allows you to use your own SMTP server so all emails sent from the SimplyBook.me system on your behalf, come from your own email address.<br>
You can enable this Custom Feature in your Custom Feature section and set your SMTP server details in Custom Feature settings.<br>
+
<br><br><br>
[[File:SMTP settings1.png]]
+
;How to use.
 +
:1. You can enable this Custom Feature in your Custom Feature section  
 +
[[File:Smtp enable path.png | center]]
 +
<br><br>
 +
:2. Go to its settings.
 +
[[File:Smtp settings path.png | center]]
 +
<br><br>
 +
:3. And set your SMTP server details in Custom Feature settings.<br>
 +
[[File:Smtp settings v3.png | center]]
 
<br><br>
 
<br><br>
 
Remark that if you have a gmail address or g-suite email, you can send up to 1.000 emails per day through that address.<br><br>
 
Remark that if you have a gmail address or g-suite email, you can send up to 1.000 emails per day through that address.<br><br>
Line 1,268: Line 2,276:
 
<br><br>
 
<br><br>
 
'''How to use'''
 
'''How to use'''
:1. Enable in Custom features//Other.
+
:1. Enable in Custom features//Business enhancements.
[[File:Soap plugin enable.png | center]]
+
[[File:Soap enable path v3.png | center]]
 
<br><br>
 
<br><br>
 
:2. Now you can go to Manage//Clients, click on Edit button, choose SOAP info tab and add necessary information there.  
 
:2. Now you can go to Manage//Clients, click on Edit button, choose SOAP info tab and add necessary information there.  
[[File:Soap plugin new.png | center]]
+
[[File:Add soap info to client.png | center]]
<br><br>
 
Or you can add SOAP information from the booking directly by selecting “Client” tab and clicking on “Add SOAP info” button.
 
[[File:Add soap info from booking.png | center]]
 
 
<br><br>
 
<br><br>
 +
Or you can add SOAP information from the booking directly by selecting “Client” tab and clicking on “Add SOAP info” button.<br>
 
As well this option allows you to add some medical history in separate tab if necessary.
 
As well this option allows you to add some medical history in separate tab if necessary.
[[File:Soap medical history.png | center]]
+
[[File:Add soap info to client from booking.png | center]]
 
<br><br>
 
<br><br>
 
:3. And now you can check and/or update comments related to particular client in Manage//Clients//Edit//SOAP info history.  
 
:3. And now you can check and/or update comments related to particular client in Manage//Clients//Edit//SOAP info history.  
[[File:Soap edit from manage.png | center]]
+
[[File:Check soap info history v3.png | center]]
 
<br><br>
 
<br><br>
 
Or in booking related to this client in “Client” tab.
 
Or in booking related to this client in “Client” tab.
[[File:Edit soap from booking.png | center]]
+
<br>
<br><br>
 
 
This feature also allows you to check the records added previously either in booking in Calendar or in client record in Manage//Clients//Edit.
 
This feature also allows you to check the records added previously either in booking in Calendar or in client record in Manage//Clients//Edit.
[[File:Soap history new.png | center]]
 
 
<br><br>
 
<br><br>
 
'''Please note''', the information you add there is not seen from client side and is for internal use.
 
'''Please note''', the information you add there is not seen from client side and is for internal use.
Line 1,308: Line 2,312:
 
[[File:Soap settings page.png | center]]
 
[[File:Soap settings page.png | center]]
 
<br><br>
 
<br><br>
:Please check more detailed tutorial and usage cases [[SOAP_with_encryption | here]]
+
:Please check more detailed tutorial and usage cases [[SOAP_with_Encryption_custom_feature | here]]
 
<br><br>
 
<br><br>
 
-------
 
-------
Line 1,315: Line 2,319:
 
[[File:Ssl new icon.png ‎ ‎|left]]
 
[[File:Ssl new icon.png ‎ ‎|left]]
  
Make all client's connections with the server through a secure layer. This is a very important if given information is delicate.
+
Make all client's connections with the server through a secure layer.  
 
<br>
 
<br>
 
+
It is important to have it enabled for some payment processors and widgets.
[[File:Ssl screen.JPG | center]]
+
<br><br>
 +
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 +
<br><br>
 +
;How to use
 +
: Just enable it on your Custom features page and you are done!
 +
[[File:Ssl enable path free.png | center]]
 +
<br><br>
 +
------
 +
=[[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>
  
 
------
 
------
Line 1,328: Line 2,435:
 
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.
 
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 Provider's Color Coding Custom Feature, Status Custom Feature has higher priority than Provider's Color Coding Custom Feature. Therefore, colors of the booking statuses will be displayed.
+
::'''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>
 
<br>
  
 
;How to use
 
;How to use
:1. Activate Custom Feature in the Custom Feature section//Booking related.
+
:1. Activate this custom feature in the Custom Features section//Booking related.
:2. In the settings of Status Custom Feature Press "Add New Status"
+
[[File:Status enable path.png | center]]
:3. Insert "Title", "Description" and assign color to this status. If you press "'''is default'''", status will automatically apply to all new bookings.  
+
<br><br>
 
+
:2. Go to the settings of this custom feature
 
+
[[File:Status settings path.png | center]]
[[File:Status_new.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>
 
-------
 
-------
  
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[[File:Take me back home new icon.png ‎|left]]
 
[[File:Take me back home new icon.png ‎|left]]
  
The Take Me Back Home Custom Feature, allows you to bring clients back to your home page or selected URL after a booking has been performed on the booking page. Clients can press a link or they will be brought back to your homepage after a few seconds by a redirect script.
+
The Take Me Back Home Custom Feature, allows you to bring clients back to your home page or selected URL after a booking has been performed on the booking page. Clients can press a link or they will be brought back to your homepage after 10 seconds by a redirect script.
<br>
+
<br><br><br>
 
+
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' This feature is not compatible with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Kiosk_custom_feature |Kiosk]]</span> custom feature.</span>
 +
<br><br>
 
[[File:Take me back home new theme.png|center]]
 
[[File:Take me back home new theme.png|center]]
 
<br><br>
 
<br><br>
 
;How to use
 
;How to use
:1. Enable Take Me Back Home Custom Feature in the Custom Feature section//Look and Feel.
+
:1. Enable Take Me Back Home in the Custom Features section//Look and Feel.
:2. Insert the link where you want your clients to be redirected.
+
[[File:Take me back home enable path.png | center]]
:3. Write a text for this link.
+
<br><br>
:4. Insert the link where you want your clients to be redirected (mobile version).
+
:2. Go to its settings.
:5. Write a text for this link.
+
[[File:Take me back home settings path.png | center]]
:6. Check or leave unchecked "Enable auto redirect to your site". If checked, it will redirect your clients automatically to the page you indicated in the "link to your website" filed in 10 seconds.  
+
<br><br>
:7. Write auto redirect text that will be displayed in case the checkbox "Enable auto redirect to your site" is checked.
+
: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.
[[File:Take_me_back_home_new.PNG|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>
 
--------
 
--------
  
 
=Terms and Conditions=
 
=Terms and Conditions=
 +
 
<br>
 
<br>
 
[[File:Terms and conditions new icon.png ‎|left]]
 
[[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.  
 
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 in the "Details" page above the "Book Now" button in the block of text "''When you click on the button, you agree to [https://simplybook.me/company/terms-and-conditions simplybook.me terms & conditions] and Company name terms & conditions''".
+
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>
 
<br><br>
[[File:T&c new theme.png |center]]  
+
-------
<br clear=all/>
+
=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>
 +
 
 +
*<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>
 +
 
 +
;How to use
 +
 
 +
:1. Enable this feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page.
 +
[[File:Tickets enable path.png|border|center]]
 +
<br><br>
 +
: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>
 +
: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.
 +
<br><br>
 +
: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.
 +
:(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>
 +
: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>
 +
[[File:Validate tickets path.png|border|center]]
 +
<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>
 +
[[File:Validate ticket steps pc.png|border|center]]
 +
<br><br>
 +
[[File:Validate ticket mobile manually find.png|border|center]]
 +
<br><br>
 +
: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>
 +
[[File:Scan ticket path in app.png|border|center]]
 +
<br><br>
 +
: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.
 +
: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>
 +
: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:Custom ticket look example.png|border|center]]
 +
<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 1,383: Line 2,573:
 
<br><br>
 
<br><br>
  
[[File:Visits_counter.PNG|center]]
 
  
 +
;How to use
 +
:1. Enable this option on your custom Features page.
 +
[[File: Visitor counter enable path.png | center]]
 +
<br><br>
 +
:2. Check the chart on Dashboard page for updates.
 +
[[File:Visitor counter upd.png | center]]
 +
<br><br>
 
-------------
 
-------------
  
Line 1,392: Line 2,588:
 
[[File:Voice booking.png | left]]
 
[[File:Voice booking.png | left]]
  
iBOB is an intelligent Booking Oriented Bot that answers your phone, accepts bookings from your clients 24/7 and redirects calls to you if clients asks for it, or if iBOB has problems understanding your client. You need iBOB credits to use iBOB as your personal assistant. iBOB is very fair, and does not charge much for his services. His services cost from only $2/month for a local phone number and 0,12 cents per incoming call minute.
+
iBOB is an intelligent Booking Oriented Bot that answers your phone, accepts bookings from your clients 24/7 and redirects calls to you if clients asks for it, or if iBOB has problems understanding your client. You need iBOB credits to use iBOB as your personal assistant. iBOB is very fair, and does not charge much for his services. His services cost from only $2/month for a local phone number and 0,12 cents per incoming call minute.<br><br>
 +
''Test phone number:''<br>''US: +1 (0) 415 539 0265''
 
<br><br><br>
 
<br><br><br>
 +
'''Please note!''' Not all the countries have available phone numbers. Please contact support to check before voice credits purchase.
 +
<br><br>
 
:'''How to use'''
 
:'''How to use'''
  
 
:1. Enable “iBOB - Your intelligent voice assistant” custom feature on your Custom features page.
 
:1. Enable “iBOB - Your intelligent voice assistant” custom feature on your Custom features page.
[[File:Voice bookings enable.png | center]]
+
[[File:Ibob enable path.png | center]]
 
<br><br>
 
<br><br>
:2. Go to Manage//Voice bookings or just click on Settings near this custom feature.
+
:2. Go to Plans&Prices//Additional items to buy voice credits.
[[File:Voice bookings settings1.png | center]]
+
[[File:Ibob buy voice credits.png | center]]
 +
<br><br>
 +
:3. Go to Manage//Voice bookings or just click on Settings near this custom feature.
 +
[[File:Ibob settings path.png | center]]
 
<br><br>
 
<br><br>
 
:3. To add new phone number please click on “+” icon, select your country and phone type.
 
:3. To add new phone number please click on “+” icon, select your country and phone type.
[[File:Add new number.png | center]]
+
[[File: Ibob buy phone number.png | center]]
 
<br><br>
 
<br><br>
 
:4. Buy phone number from the list you see(there are also the prices per month and per minute). It will be the number for your clients to dial to make bookings.
 
:4. Buy phone number from the list you see(there are also the prices per month and per minute). It will be the number for your clients to dial to make bookings.
[[File:Buy phone number.png | center]]
+
[[File:Ibob buy phone number - step4.png | center]]
 
<br><br>
 
<br><br>
 
:5. When the number is purchased you can set the voice, choose transcription language, add your greeting message that the clients will hear at the beginning of the call. As well you can add there a number to contact you if necessary.
 
:5. When the number is purchased you can set the voice, choose transcription language, add your greeting message that the clients will hear at the beginning of the call. As well you can add there a number to contact you if necessary.
 
<br>
 
<br>
:''Please note!'' If the bot does not get the information said by client, the client will be redirected to this “Company redirect phone number” if it is added.
+
:'''Please note!''' If the bot does not get the information said by client, the client will be redirected to this “Company redirect phone number” if it is added.
[[File:Number setup.png | center]]
+
[[File:Ibob setup number.png | center]]
<br><br>
 
:6.  Go to Plans&Prices//Additional items to buy voice credits.
 
[[File:Buy voice credits.png | center]]
 
 
<br><br>
 
<br><br>
 
:7. All is set. You can give your clients the number set according to the steps above and iBob will help them to book your services.<br><br>
 
:7. All is set. You can give your clients the number set according to the steps above and iBob will help them to book your services.<br><br>
 
<br><br>
 
<br><br>
 
'''Additional option''' – you can set predefined location/category/service/provider per phone number and the clients will book that option exactly.
 
'''Additional option''' – you can set predefined location/category/service/provider per phone number and the clients will book that option exactly.
[[File:Voice predefined options.png | center]]
+
[[File:Ibob predefined options.png | center]]
 
<br><br>
 
<br><br>
'''Statistics'''
+
'''Statistics'''<br>
 
To check the calls made to your voice bot please use Reports//Voice bookings section.
 
To check the calls made to your voice bot please use Reports//Voice bookings section.
[[File:Voice booking report.png | center]]
+
[[File:Ibob reports overview.png | center]]
 +
<br><br>
 +
=Zapier Connector=
 +
[[File:Zapier icon.png | left]]
 +
Connect [https://simplybook.me/ SimplyBook.me] with hundreds of other solutions using this feature. It contains a variety of triggers that can be used to send information to other solutions by simply using one of the available zaps or by creating a new zap. Zapier allows to integrate 2 or more web-applications via their APIs through “triggers” and “actions”.
 +
[https://simplybook.me/ SimplyBook.me] is available in Zapier as Trigger app, it means only information from [https://simplybook.me/ SimplyBook.me] is sent to Zapier (1-way integration) and via Zapier to any app that has actions.
 +
 
 +
 
 +
 
 +
 
 +
<div style="background-color:#ffe9e9; padding:5px; border-radius:5px;">
 +
'''Please note!'''
 +
* Available data depends on <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features | custom features]]</span> enabled;
 +
* It doesn't work if 2-step authentication is enabled (<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#HIPAA |HIPAA]]</span> or <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Google_Authenticator | Google Authenticator]]</span>);
 +
* New client trigger doesn't work with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Import_Clients |Import clients]]</span> feature, but works correctly if 1 client is added manually in admin interface;
 +
* Information about <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Membership |membership]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Coupons_.26_Gift_Cards |promotion]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Packages |package]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Products_for_Sale |product]]</span> used is not included as it relates to invoice and not to booking;
 +
* Comment change doesn't launch any trigger;
 +
* To be able to use Booking change/Booking cancellation triggers in order to change existing records in Action app you need to use 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);
 +
* 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#Accept_Payments |Tax]]</span> information is not sent, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |service price]]</span> is shown without taxes added;
 +
* It doesn't work if both <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> and <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> are enabled, and batch bookings are partially approved.
 +
</div>
 +
 
 +
<br><br>
 +
'''6 triggers''' are now available:<br>
 +
• ''New booking'' - launches when new booking is created in SimplyBook.me account;<br>
 +
• ''Booking change''  - launches when booking is changed (change of date/time/service/provider/status/intake forms answers);<br>
 +
• ''Booking cancellation''  - launches upon booking cancellation;<br>
 +
• ''New client''  - launches when new client is added, either upon a new booking, or when admin manually adds client in SimplyBook.me admin interface.<br>
 +
• ''New Offer'' - launches when any new offer is created on SimplyBook.me side (can be used when <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> custom feature is enabled).<br>
 +
• ''New Invoice'' - launches when new invoice is created and paid on SimplyBook.me side (can be used when <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> custom feature is enabled).
 +
 
 +
<br><br>
 +
 
 +
;'''Available data:'''
 +
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For booking-related triggers(New booking, Booking change, Booking cancellation):</span><br>
 +
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Basic functionality (no custom features enabled)</span>:
 +
*Company (login, name, email, phone),
 +
*Service (name, description, duration, buffer time),
 +
*Provider (name, description, email, phone),
 +
*Client information (name, email, phone, address, timezone),
 +
*Booking code (if booking is confirmed, start/end date/time).
 +
<br><br>
 +
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Custom features related data</span>:
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> (service price, currency);
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Status |Status]]</span> (name, description, color);
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> (approval status: approved, canceled);
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Multiple_Locations |Multiple Locations]]</span> (location name, location address (with coordinates), location phone, location description);
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Categories |Service Categories]]</span> (category name, category description);
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Add-ons |Service Add-ons]]</span> (add-on name, add-on price);
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Intake_Forms |Intake Forms]]</span> (answers).
 +
<br><br>
 +
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For New client trigger</span>:
 +
* Client ID;
 +
* Client name;
 +
* Client email;
 +
* Client phone;
 +
* Client address;
 +
* If client is blocked to login (if <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Client_Login |Client login]]</span> custom feature is enabled);
 +
* Client registration date.
 +
<br><br>
 +
<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>
 +
;How to use:
 +
:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Zapier connector</span> custom feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page on SimplyBook.me side.
 +
[[File:Zapir connector enable path.png | center]]
 +
<br><br>
 +
:2. Create new Zap by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make a Zap</span> button in Zapier interface.
 +
[[File:Make a zap button.png | center]]
 +
<br><br>
 +
:3. Look for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step.</span>
 +
[[File:Zapier select trigger app.png | center]]
 +
<br><br>
 +
:4. Select the desirable trigger.
 +
[[File:Select trigger.png | center]]
 +
<br><br>
 +
:5. Connect SimplyBook.me account.
 +
[[File:Connect sbm account v2.png | center]]
 +
<br><br>
 +
:6. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> to test this step.
 +
[[File:Test trigger step.png | center]]
 +
<br><br>
 +
:7. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to.
 +
[[File:Add action step.png | center]]
 +
<br><br>
 +
:8. Connect this application account and setup the template using the available data mentioned above.
 +
<br><br>
 +
:9. You can test this step operation as well if necessary or skip it.
 +
<br><br>
 +
:10. Finish the setup, add Zap name and turn it on.
 +
[[File:Zap name and on.png | center]]
 
<br><br>
 
<br><br>

Latest revision as of 12:44, 24 July 2020


Custom Features are additional functionalities of the system that will help you to improve your business. Please check the list of Custom Features below along with their descriptions and instructions how to use.


Video overview Youtube-Logo.png


You may also need:

Contents






Accept Deposits

Accept deposits icon.png


Use deposits to increase the likelihood of clients coming for the service and make sure that in case they do not show up that you can keep the deposit. Remark that some clients may contact their bank directly to get refund of deposits in which case there is little that can be done but such cases should be rare.



Please note:

  • When you enable Accept deposits feature Accept Payments will be enabled as well.
  • This feature is not compatible with Tickets, Rewards and Referrals.
  • If the client wants to apply a promocode or a previously purchased package during purchase he/she needs to pay full price only as these items cannot be applied with deposits.



How to use
1. To enable this feature please navigate to Custom Features page, Business enhancements section, click on Accept deposits and either move the switcher to the On position or hit Enable button on the right side of the page.
Accept deposits enable path.png



2. You can set the system to allow the clients to pay deposits only via booking site by disabling Allow clients to pay full price option on the right side of the page.
In this case if deposit amount is indicated per service/class the client will pay that amount to confirm their booking.
If only full amount is set per service/class then the clients will pay full price.
In case Allow clients to pay full price is enabled(default state) and deposit amount is indicated per service/class the clients will have a choice to pay either full price or deposit at checkout.
Accept deposits setting.png



3. To set deposits per your services please either go to Manage -> Services(Classes) or use Manage button near this custom feature title.
Accept deposits go to service management.png



4. Click on the service/class name for the desired item to open Service/Class details tab and move Enable deposit switcher to the active position.
boredr



5. Indicate the amount you would like to receive as a deposit for this item in the corresponding box(it should be less than actual price, but more than 0) and save settings.
boredr



6. After you save all the settings the services will have two prices displayed on the booking site: full amount and deposit.
Deposit booking page view.png



7. When the clients pay the deposit amount online to confirm their booking two orders/invoices will be created in the system: one for the deposit and the second for the rest amount
(it will be shown as pending till the client pays at the place of appointment and you manually approve it).
You can manage them in Reports -> Payment transactions.
Deposit booking invoices.png



Or via Point of Sale interface:
Deposit booking pos.png




Accept Payments


Accept payments small2.png

Accept Payments Custom Feature allows you to accept payments from your clients online. You can set the price for your service and when your clients make a booking, they will be redirected to the payment page. You can accept payments via Alipay, Asiapay (PayDollar, PesoPay, SiamPay), Authorize, Bitcoins, Borgun.is, CCAvenue, Dwolla, ECPay, GoCoin, Korta.is, Liqpay, Mollie, Pagar.me, Payfast, Payfort, Paymentwall, PayPal, PaySafeCard, PayTabs, PayU(Latin America), Pin Payments, Robokassa, Skrill, Square, Stripe, Swish, TapPay, 2Checkout, Virtual Card Services, Worldpay and Zooz.

Video tutorial available here.

How to use
1. Enable Accept Payments Custom Feature in the Custom Feature section.
Accept payments enable path.png



2. To add your payment processor details please go to "Settings" for this feature.
Accept payments settings path.png



3. On the right side you will see the list of processors available. Please find the desired one and add your credentials.
Payment processors list1.png



3.1 (Optional) Set your payment timeout in the left-side section of this feature, we recommend not less than 20-30 minutes.
3.2 (Optional) In the settings you can also make payment after booking mandatory or optional by setting "Allow delay payment" option(client will pay on place) to Off or On.
4. In Manage//Services//(select the service to edit)//Service details //Price set the price of your service.
Set service price.png



5. Add invoice information to the corresponding block and your clients will receive invoices about any purchase made within your system. You can also disable sending invoices to your clients if necessary.
Invoice settings1.png



How Accept Payments Custom Feature works
1. A client goes through the booking process and presses "Book Now" at the end.
2. He is directed to payment system and unconfirmed booking appears in the admin calendar with red mark "not paid" to reserve this time so that no other person can accidentally book the same slot and there were no double bookings.
Non-paid booking view.png



3. After that, the client has 2 options:
3.1. pay and the payment processor will send us confirmation that client paid and we will approve it on our side (mark in calendar will become Green).
Paid booking view.png



3.2. do not finish paying: the client is directed to the payment system, but then he closes the page, closes the browser, or simply leaves it open without any actions for a long period of time. In this case, the system will wait until timeout you set up in the settings of Accept payments Custom Feature will end and will cancel the non-paid booking. Emails to client and admin won't be sent about the timed out bookings because they were never finished. Same happens if the client paid, but paid later than timeout. In this case, if you receive a notification from PayPal/Stripe/etc. that client paid for a booking but too late, you can go to Reports//Payment transactions and approve this booking manually.
Approve timeout booking v3.png



What is "Allow delay payment" option
Allow delay payment option.png

When your clients are transferred to the payment page after "Details" tab, they usually have several options: your payment processor (one or several) and "Pay Later". "Pay Later" means that client will pay right on the place when he/she arrives to the appointment. In your Dashboard, when you click on appointment, such booking in the service price field will have remark (Pay Later). If you want to disable "Pay later" option, set the switcher to "Off" position for "Allow delay payment" in the settings of Accept payments Custom Feature.

How to change the currency for payments

You can change the currency in the settings of Accept payments Custom Feature.
Please note: some payment processors do not support all currencies. Before setting the currency, check if the selected payment processor supports it.

How to add tax to services
1. You can set it in the settings of Accept payments Custom Feature. Switch on the option "Include tax to the prices"
2. Follow the link "Edit taxes" below that option.
Add taxes1.png



3. Create all tax options you need. You will be able to select which tax to apply to which service or set default tax.
Creating tax.png



4. Go to Manage//Services and select the tax option per service.
Add tax to service.png



Can I use other payment processor not listed in the Accept Payments Custom Feature?

In that case please contact support and we will gladly check the possibilities of adding it to our system. Support may ask you to provide technical documentation related to this payment processor to check if there is a possibility of such an integration.


Any Employee Selector


Any employee new icon.png


You can use this Custom Feature to add a service provider called "Any provider" to the booking page, and if the client chooses this provider, all times of available providers will show.

Any employee booking page new.png



You can also use this Custom Feature to:

  • Hide employee step on the booking page.
  • Auto allocate any available provider for selected service randomly.

This way the client only chooses the service and the time so it simplifies the booking process.

How to use
1. Enable "Any Employee selector" custom feature in Custom features section.
Any employee enable path.png



2. Click on "Settings" near it to adjust "Any employee" option title and description to your needs.
Any employee settings path.png



3. If you need to hide providers from the booking site and/or assign them randomly please check the corresponding boxes there.
Any employee settings v3.png




API


Api new icon.png

With the help of this Custom Feature you can design your own solutions varying from simple widgets to multi-functional applications. Use it to authorize in Simplybook API with API key.




How to use
1. Navigate to Custom features section using the left-side menu of your admin interface to enable it.
Api enable path.png



2. Click on "Settings" button near it to access the API keys.
Api settings path.png



3. (optional) Use "Callback url" option to sync the system if you are doing own development.
Api keys v3.png




Appointment at Fixed Time


Appointment at fixed time new icon.png

This Custom Feature allows advanced flexibility to your appointment start times for all services at once or per each service. Custom Feature can be used to define exact hour and/or minutes in an hour where your services are available (e.g. 10.00, 14.30, 16.25). It can be used to set the start hour and then choose fixed or multiple interval in minutes when your services are available (e.g. multiple of 15 min 10.00, 10.15, 10.30, 10.45).

Please note! This feature works with "slots" calendar layouts: slots weekly or modern.



How to use
1. Open Custom features page in your account and click on "Enable" near Appointment at fixed time option.
Appointment at fixed time enable path.png



2. To set times open "Settings" next to it.
Appointment at fixed time settings path.png



3. On the page you see please select the service you wish to edit start times for or select "All services" if all times will be the same.
And choose the desired times using the corresponding boxes.
Appointment at fixed time settings v3.png




Approve Bookings


Approve booking new icon.png

Approve Bookings Custom Feature is essential if you need to look at customers details before you can approve their booking. It allows you to check information given by clients before you accept their bookings. When your clients book an appointment, at the end they will see a notice that confirmation email will be sent when their booking is approved.

Please note!

If you have Accept Payments custom feature enabled, paid bookings will be approved automatically, only free services and bookings with "Pay Later" option can be approved/rejected.
If the client booked using Multiple bookings custom feature all appointments from multiple bookings pack are approved if one session is approved. The way around is to edit reservations you want to reschedule and cancel reservations you want to decline first, and then approve the pack.




How to use
1. Enable Approve bookings custom feature in your Custom features section.
Approve bookings enable path.png



2. Navigate to Calendar//Pending bookings to check the bookings waiting for approval and accept or decline them.
The client will receive the confirmation email only after your approval.
If you decline the booking there will be no notification to the client.
Pending bookings path.png



Pending bookings list.png




Book Soon Notification System


Book soon new icon.png

Make sure your clients come again! This Custom Feature will remind your clients to come back as you can send them a message x-number of days after their last appointment. For example, you can compose your own message and send a reminder always 30 days after an appointment.



How to use
1. Enable this custom feature on your Custom features page.
Book soon enable path.png



2. Go to "Settings" near this option.
Book soon settings path.png



3. In the settings press "Add new".
Book soon create new template.png



4. Configure email and /or sms notifications by writing the subject and the text (you can insert variables in your message).
Book soon settings v3.png



5. In the field "Book soon notifications" name this notification to distinguish it from other notifications you may want to create in future.
6. Set notification delay days (number of days after the appointment when notification should be sent)
7. Select service and provider for which the notification will be applied to (optional).




Calendar Sync


Calendar sync new icon.png


Calendar Sync Custom Feature is used for 2-way synchronization with Google and Outlook calendars. You can export bookings from SimplyBook to Google or Outlook calendars and also block times occupied by Google/Outlook Calendar event in your SimplyBook dashboard.

Please note that this feature works with web calendars only - it will not work with Microsoft Exchange calendars.

How to use
1. Enable Calendar Sync feature in the Custom Feature section.
Calendar sync enable path v3.png



2. Click on "Settings" near this option.
Calendar sync settings path v3.png



3. Click on "Connect new calendar" and connect Google or Outlook account.


Calendar sync- connect calendar.png



4. Select the desired calendar and connect necessary providers to it.
5. Press "export" to export your old bookings to Google or Outlook calendar for sync process to start.
6. Check the box "sync busy time" if you want to block times in the simplybook dashboard occupied by Google/Outlook Calendar events.



Connected providers to calendar.png




Please note that if "sync busy time" is checked and you have set your provider to accept more than 1 client at a time it will not be possible to make more than 1 booking as the booking will be exported to Google/Oultook as "busy time" and will block that time from booking.
If you need to accept more than one booking at a time for your provider please uncheck "sync busy time" box.

7. You will be able to see Google/Outlook calendar events that block time in SimplyBook only in Service Provider view in calendar (because you connect calendar to provider). Nothing will be visible in Day and Week view because those views are for all providers (if you have several providers, it would be impossible to show all Google/Outlook events in 1 calendar).


Blocked time from external calendar event.png



Please note During sync process no events details are imported from your external calendar. The events are represented by blue blocks on Calendar page only.

Simplybook doesn’t sync with Google/Outlook calendar

Possible reasons:

1. please, note that synchronization can take up to 10 mins;
2. if Google/Outlook updates calendar app, press “Export” button again to sync;
3. wrong calendar was chosen (in Custom Features//Calendar Sync//Settings//Please select calendar) or you are using Microsoft Exchange server calendar;
4. timezones in your Google/Outlook calendar and SimplyBook.me account do not coincide.
5. Google calendar events should be marked as “busy” for 2-way synchronization, Outlook calendar events should not be marked as "free" to block times on the booking page.

Example from Google calendar:

Busy in google calendar750.png



Example from Outlook calendar:

Outlook busy.png



SimplyBook.me event is listed twice in Google calendar

It can be because of the Google calendar setting to automatically add events from your emails. Therefore, if you receive confirmation emails with booking details, Google automatically adds them to your calendar. To turn off this option: click Settings icon in the top right corner of Google calendar//Settings and uncheck the box near "Automatically add events from Gmail to my calendar" option.


Cancellation Policy


Cancelation policy new icon.png

You can restrict time when clients can cancel appointments with the help of Cancellation Policy Custom Feature. Simply set the number of hours before appointment when cancellation is possible or prohibit cancellations at all. If client tries to cancel an appointment beyond the limit, he/she will see a warning notice that the booking cannot be cancelled.

Free custom feature!

How to use
1. Enable Cancellation policy fature on your Custom Features page.
Cancellation policy enable path free.png



2. Click on "Settings" near this option.
Cancellation policy settings path free.png



3. Add your text to the corresponding field and select the period when bookings can be canceled
(you can use HTML tags there to format the text to your needs).


4. You can also ask your clients about the cancellation reason and make this option obligatory or not.
Cancellation policy settings v3 new options.png




Classes

Classes.png

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.



Video tutorial available Youtube-Logo.png

To enable this option please go to Custom features page, select “Booking related” section and click on “Enable” near “Classes” feature.

Classes enable path.png



Please check more detailed instructions how to create classes here.

And video tutorial how to sell membership related classes here


Clean History


Clean history new icon.png

Use this Custom Feature to clean all old bookings from the system. You can set when the bookings should be deleted and then the Custom Feature will take care of never having older bookings on record than according to your definition. Please use with care as we can not get deleted bookings back for you! It works and deletes selected bookings till you turn this feature off.


Free custom feature!

Please note!:



  • 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.


  • If you have clients with no bookings in the future their records will be removed as well together with their last booking.




How to use
1. Enable this feature in your Custom features section.
Clean history enable path free.png



2. Choose "Settings" near this option to set your preferences.
Clean history settings path free.png



3. Set the time when the bookings should be deleted.
Clean history settings v3.png




Client Fields

Client field icon.png



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.



Please note! When you enable Client Fields custom feature Client Login will be enabled as well.



How to use
1. Enable Client Fields Custom Feature on the Custom Features page.
Client fields enable path.png



2. Go to its settings by clicking on Manage link.
Client fields settings path.png



3. Here you will see default client login registration fields. You can click on any of them to rename if needed.
Press + button to create a new form.
Create client form new.png



4. In the field Question title write the question you want your clients to answer.



5. Choose the field type:
digits only - allows entering only numbers. Useful when you need to know the age, height or any other information that will require only digits.
single line - usually used for short answers
multiple lines - use this type of filed if you expect lengthy explanations from your clients
checkbox - creates a checkbox that clients should either check or leave unchecked.
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
Client fields types new.png



6. Make it rather obligatory or not with the help of Should this field be optional switcher. Save the form when you are done.



7. You can also re-order all the forms to your taste by using the arrows on the left-side block or by setting the position in the form editing mode on the right side.
Reorder client fields.png



8. If you want to include client form information to email templates, find the client forms variables and add them to templates in Settings -> General Settings -> Email and SMS settings.
(Or use Flexible Notifications feature for customized templates per service and/or provider)
Client fields emails variables.png



9. The clients will then be able to fill in their replies during sign up on the booking site and edit their data in client profiles.
Client fields client side sign up.png



Client fields client side profile.png



10. From your admin page you will be able to view and edit the clients' replies in Manage -> Clients -> Edit for the corresponding client.
Client fields admin side edit.png



and export answers to Excel file in Reports -> Clients -> Export to excel.
Client fields admin side export.png
Or in Manage -> Clients -> Export to Excel.
Or together with booking information in Reports -> Booking details -> Export to Excel.






Client Login


Client login new icon.png

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.

How to use
1. Enable this option on your custom Features page.
Client login enable path.png



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.
Client login settings path.png


Client login settings v3 new options.png


To have bookings only from clients that already exist in the system please uncheck the box “Allow clients to sign up on site” If it is checked anyone will be able to sign up and make a booking.

Disable sign up on site.png



To block/unblock some clients from booking please go to Manage//Clients and click on “Block” or “Unblock” buttons there.

Block or unblock clients.png


Please note! If you block the client he/she will not receive information about your promotions as well.

If you have several profiles for one and the same client and need to merge clients please follow these instructions:

1) Go to Manage//Clients, and click on "Merge clients" at the top.


Merge clients path.png



2) Then check the boxes with necessary clients and click on "Merge"
Merging clients.png



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.


Client Rescheduling



Reschedule booking icon.png



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.



Please note!:
  • The clients can only change date and/or time of the appointment;
  • This feature is not compatible with Approve Bookings custom feature;
  • It is not possible to reschedule recurring and group batch appointments;
  • If gift card, coupon, membership or a package were applied during initial booking process it is not possible to reschedule by client;
  • Some calendar layouts change on rescheduling page (flexible provider becomes flexible; modern provider becomes modern; weekly classes becomes slots weekly; daily classes is replaced by modern).



How to use
1. Enable Client Rescheduling on your Custom Features page.
Reschedule booking enable path.png



2. Select the preferred rescheduling restriction period in its settings.
Reschedule booking settings.png



3. (optional) Add [reschedule_link] variable to client notifications in Settings -> Email and SMS Settings(or Flexible Notifications settings if you have custom templates per service/provider).
Reschedule booking add variable.png



4. As the result the clients will be able to use Reschedule button on the booking site My Bookings page or using the link from email notifications.
Reschedule booking my bookings client side.png
Reschedule booking slots selection client side.png






Contact Widget


Contact widget new icon.png

Enable this Custom Feature if you need to add Book and Contact widget to your own website. With this Custom Feature, your clients will be able to book directly from your website and also send you a contact with detailed information.


How to use
1. To switch this option on please click on "Enable" near the corresponding option on your Custom features page.
Contact widget enable path.png



2. Please choose "Settings" to set up the look of the widget and generate the necessary code.
Contact widget settings path.png



See the instructions how to add booking widget to your website



3. To check received messages from your customers please select Custom features//Contact messages or click on "Reports" in Custom features//Contact widget//Settings.
Contact messages path.png




Coupons & Gift Cards


Coupons and gift cards icon.png



Create and sell gift cards, and send coupons to your clients with the Coupons & Gift Cards custom feature! You can make % and fixed amount discounts and sell gift certificates. Use this amazing feature to promote your business. Customize your promotions with defined dates, messages and codes.


Please check our video tutorial on how to use this feature here.



Please note! This Custom feature cannot be used together with Rewards and Referrals and Clean History.

As well when you enable it Accept Payments feature will be enabled as well.



Please note! If you are using this feature with Multiple Bookings, Group Bookings or recurring services the discount will be applied to the whole purchase(all the sessions selected).


How to use
1. Enable this custom feature in Business Enhancements section of your Custom Features page.
Coupons and gift cards enable path.png



2. Navigate to "Settings" near this feature or go to Manage//Coupons and Gift Cards.
Coupons and gift cards settings path.png



3. Click on "+" icon to create a promotion or a gift card.
Create gift card or promo.png



4. Fill in main details in the menu that appears on the right side.
Promotion details.png



5. Add details that your clients will see.
Promotion details for clients.png



6. Set the period when promotion or gift card will be valid.
Promotion period.png



7. As well you can connect your promotion/gift card to specific service(s), membership(s), product(s) for sale and/or service add-on(s).
Promotions connected items.png



8. Save your settings. And one more step - you can now issue the gift card and/or send promotion messages to your customers.
Just use the corresponding button in the left-side menu.
Issue gift card.png



9. You can also set templates for clients to receive email and/or SMS notifications when they purchase a gift-card on the booking site.
To do that please navigate to Custom features//Coupons and Gift Cards//Settings//Notifications.
Coupons and gift cards notification templates path.png



Coupons and gift cards notification templates.png





Custom CSS


Custom css new icon.png

Make your own booking interface with this CSS Custom Feature. It allows to change the styles of different elements, hide them, change fonts, colors, font-sizes, etc. If you know CSS coding, please use tools of browser to find identifiers of elements and write rules in the settings of Custom Feature, if you have no deep knowledge of CSS, please contact support and they will try to find the best solution for you.

Free custom feature!

How to use
1. Enable this option on your Custom Features page.
Custom css enable path free.png



2. Click on "Settings" near this feature.
Custom css settings path free.png



3. Add the code(s) to adjust the styles to "Booking pages CSS" tab if you wish to edit the booking page
or "Widget CSS" if you are editing widget on your website.
Custom css settings v3.png



See most common requests how to remove elements with CSS here (phone, email fields, social tabs, our time, etc)


Custom Domain


Domain.png

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).


How to use
1. Enable this feature per one-time payment(you will see the exact price in your account) on your Custom features page.
Custom domain enable path.png



2. Go to its "Settings" by selecting the corresponding option.
Custom domain settings path.png



3. Then in your Domain controller, you need to find where you set the DNS records and set A-record to IP mentioned in this feature settings.
Please note! AAAA (IPv6) record must not be set, otherwise SSL certificate cannot be issued.
Custom domain settings v3 new.png



After A-records are set enter domain name you wish to use in its settings and save.


Then we will automatically receive the request and apply the settings on our side(it may take some time - usually around 24-48h). As soon as they are applied your domain name starts working for the booking site.

If you wish to change Custom Domain name to different one from the one set before it can be done for additional price as new SSL certificates need to be created. For additional information please contact support.




Custom Page

Static page.png


This custom feature allows you to add your own custom static pages to your booking website, re-order all booking site pages in the main menu, hide menu items, and add custom links to the main menu.


How to use page creation option
1. Enable “Custom page” feature on your Custom features page -> Adding more to the Booking site section.
Static page enable path.png



2. Go to its settings to manage the pages.
Static page settings path.png



3. On the next page you will be able to see system booking page tabs.
(The ones that are disabled currently are grayed out.)
System pages cannot be edited in this interface. You will need to navigate to the corresponding section using the links provided.
Active and disabled tabs.png



4. You can use arrows to re-order the tabs and “Eye” icons to hide and show pages.
Please note, that if you hide the page it still will be possible to access it using direct link.
Hide-show-reorder pages.png



5. If you wish to add new custom page, please click on “+” icon at the top and choose “Add custom page” option.
Create new static page.png



6. On the right side the page-building menu will appear. Please add title and desired page content.
You may use built-in HTML editor to add elements or if you have HTML coding knowledge you can switch to code mode using “</>” icon.
Please note, it is necessary to switch coding mode off before saving the page for the code to be saved correctly.
Coding mode on.png






How to use adding links


It may happen that you need to redirect your clients to some other page(ex. your website, etc.).
In this case “Add link to menu bar” will help you.


1. Click on “+” icon at the top and choose “Add link to menu bar” option.
Add link to menu bar.png



2. Add the title you wish to show in the booking page header to “Custom link text to display” field and indicate the link itself in the corresponding field.
Adding the link.png



3. You can also choose whether the link should be opened in the new browser tab or in the same one.
For this please choose “self” if you wish the page to be opened in the same tab or “blank” if you wish to be opened in the separate tab in the “Choose how link will be opened” setting.
How to open the link.png





Daily Report


Daily report new icon.png

Every day this Custom Feature will send you an updated status of all bookings for the day. You will also receive a list with your active bookings for the upcoming week. In the settings of this Custom Feature you can decide whether you want to include today's new bookings, today's canceled bookings, decide the period for upcoming bookings like 1 day, 3, 7, 14, 21, 30 days and set notification time.

How to use
1. Enable this feature on your Custom Features page.
Daily report enable path.png



2. Click on "Settings" near it to manage the available options.
Daily report settings path.png



3. Adjust the preferences and save.
Daily report settings v3.png



The system will send the corresponding report to your company email address that you have indicated in Settings//Company information//Basic information.

Daily report.png




Display Remaining Spaces

Seats left icon.png



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.





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.



Video tutorial available Youtube-Logo.png



How to use
1. Enable Display Remaining Spaces in your Custom Features section.
Remaining spaces enable path.png



2. (optional) Enable the corresponding option to display the total number of spaces along with the remaining ones.
Remaining spaces setting.png



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).
Seats left show on slots.png






Facebook and Instagram Bookings

Facebook business icon.png



Connect your SimplyBook.me booking system to your Facebook Business page and Instagram profile.  That way you can book even more clients by having a “Book” button both on your Facebook Business page and your Instagram profile - all seamlessly integrated with your SimplyBook booking system.



Please note!

  • It is possible to connect booking option to Facebook Business and Instagram Business pages. This functionality cannot be added to a personal page.
  • The booking option is not shown on desktop Instagram version and can be used via mobile apps only.
  • Bookingtroll theme is used for the booking widget by default. If you wish to change the styling please upgrade to Premium to select the desired theme and be able to use Custom CSS adjustments.
  • The widget look may differ depending on Facebook preferences for different devices and applications





How to add and use booking option to Facebook/Instagram business page



1. Enable Facebook & Instagram Bookings custom feature on your Custom Features page.
Facebook and insta bookings enable path.png



2. Login to your Facebook/Instagram business account(s) in another browser tab.



3. Go back to SimplyBook.me interface and click on Settings near Facebook & Instagram Bookings.
Facebook and insta bookings settings path.png



4. Click on Connect with Facebook button on the page you see.
Facebook and insta bookings settings overview.png



5. You will be redirected to Facebook interface to manage the permissions and connection to SimplyBook.me.
Please follow the steps 1-5 displayed below.
(If you have Instagram business profile connected to your Facebook business page you will be able to connect it there as well
and Book button will automatically appear there)
Facebook permisions setup.png



6. Now you will have your services shown on your Facebook page with Book buttons next to them that will redirect your clients to your booking site.
Fb client side services.png



7. You can also add booking option to your Facebook page posts so that the customers will be able to quickly book your services.
Fb adding bookings to post.png









How to remove Book button from Facebook/Instagram pages



1. Navigate to Custom Features -> Facebook & Instagram Bookings -> Settings on SimplyBook.me side.
boredr



2. Click on Logout at the top of the page.
Facebook logout.png



3. You will be redirected to Facebook interface, where you just need to check the box with SimplyBook.me and select Remove option.
Facebook remove simplybook.png



How to add and use booking option on Instagram only



1. Open your Instagram mobile application and login to your business page.



2. Navigate to your profile and select to edit it.



3. Follow the steps 1-10 below to add Book button that will lead the customers to your booking site:
Edit profile path to add.png





How to remove Book option from Instagram business page



1. Open your Instagram mobile application and navigate to editing your profile.
Follow the steps 1-4 below to remove Book button:
Edit profile path to remove upd.png






Facebook Bot


Facebook bot logo.png


Do you wish to add automated booking functionality to your Facebook fan page?
Now it is possible with brand new Facebook bot custom feature.



Please note! Facebook bot works in English only and provides only basic functionality, so for example payments, client login, memberships, approve bookings, etc. are not working there.
Contact support for more details.


1. Enable Facebook Bot custom feature on your Custom Features page.
Facebook bot enable path newcf.png



2. You will see its settings on the right side of the page
Facebook bot settings path newcf.png



3. Log into the Facebook Developer Console.
Facebook developers login new.png



4. Click on My Apps in the upper right-hand corner and choose to Add a New App.
Fb create new app.png



5. Enter a name and contact email address and click on Create App ID.
Facebook add new app create.png



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 Settings -> Basic.
Fb bot add basic details.png



7. Then please click on + near Products on the left-side.
Fb bot products path.png



8. Click the Set Up button for the Messenger option.
Facebook select messenger.png



9. Under the Access Tokens section, choose one of your Facebook business pages or create a new one.
Facebook select or create page.png



10. Click on Generate token button, check token generation warning and copy the token code.
Facebook generate token.png



Facebook copy token.png



11. Paste the token into SimplyBook.me Facebook Bot feature settings.
Facebook bot insert token.png



12. Click the Add Callback URL button under the Webhooks section and paste Callback URL and Verify token copied from SimplyBook.me Facebook Bot feature settings.
Facebook bot copy token and url.png



Facebook webhooks paste token and url.png



13. Hit Add subscriptions, select messages and messaging_postbacks in the popup. Save.
Facebook webhooks add subscriptions select.png



14. Proceed to App review section and click on Add to submission in front of pages_messaging API.
Facebook add to submission pages messaging.png



15. Scroll down to Current submission section and click on Add details link.
Fb bot submission step 1.png



16. In the popup that appears provide the details according to the following example.
Facebook items for submission.png



Screencast example Youtube-Logo.png



17. Submit your app for review.
Fb bot submission step 3.png



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.
Fb bot make app public.png



You can add users here:
Facebook add test users.png
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
Bot approved.png




Facebook Client Info


Facebook client info new icon.png

The Facebook Custom Feature will simplify your life and your customer's life. They can log in and make appointments with their Facebook profile. You can thereby also see their Facebook profile photo in the dashboard, allowing you to recognise them when they walk through the door. Please note, that services may be visible on his/her timeline.

How to use
1. Enable this option on your Custom features page.
Facebook client info enable path.png



2. And the clients will be able to log in with their Facebook profiles on the booking site.
Facebook client info client view.png
Facebook client info client view logged.png




Flexible Notifications


Flexible notifications new icon.png

The Flexible Notifications Custom Feature allows you to customize messages per service, per provider or using a combination of services and providers. It means that certain service can have a message different from the general outgoing reminder message for other services. A certain provider may also want to include different instructions for clients who book a certain service. The Flexible Notifications Custom Feature gives you all the flexibility that you may need in such instances!

How to use
1. Go to Custom Features//Booking related section and find Flexible Notifications Custom Feature//press "enable".
Flexible notifications enable path.png



2. Click on "Settings" near this feature.
Flexible notifications settings path.png



3. On the page you see press "new flexible template settings".
Flexible notifications create new template.png



4. In the new template select services to apply to bookings and/or select providers to apply to bookings. Then select notification type to add/change template and edit the text. Please use variables on the right to include to your templates if necessary.
Flexible template creation.png




Google Adwords and Analytics


Google analytics new icon.png

Use the Google Analytics Custom Feature to see how many customers visit your site both on an everyday basis and during promotion campaigns. Use the adwords analytics to count how many actually book after clicking an adwords advertisement.



How to use
1. Enable "Google Adwords and Analytics" feature on your Custom Features page.
Google analytics enable path.png



2. Choose "Settings"
Google analytics settings path.png



3. Fill in the boxes with the corresponding information.
Google analytics settings v3.png




Where to find the details
1. The Google analytics id can be found in your Google analytics accounts.
Go to Analytics home, and click on "All Web Site data" in the top left corner.
Analytics home.png



2. In the pop-up you will see your Analytics ID
Analytics id.png



It should be in the format: UA-XXXXXXXX-X Where XXXXXXX-X is some number.
An example of this id would be: UA-70295750-1
To start tracking visitors, you only need to set your analytics account id.

However to track results of an adwords campaign you need to set up an adwords campaign conversion id and insert this id into the SimplyBook.me Custom Feature.

1. Sign in to your Ads account at https://ads.google.com
2. Click Tools and select Conversions
Conversions path.png



3. Click + to create conversions and select Website conversions.
New conversion step 1.png



4. Set up the options.
New conversion step 2.png



Google conversion value is the conversion value that you give to a client that hits your target. It can, for example, be set as 20 for $20 per conversion if the average price of your service is $20. We set it default to 1, which could mean $1 value per conversion but you should change this to the right value for you.

5. Select to insert the Tag yourself.
New conversion step 3.png



6. Then you will see a code like this:
New conversion step 4.png



<!- Event snippet for Testing conversion page ->
<script>
gtag('event', 'conversion', {'send_to': 'AW-XXXXXXXXX/YYYYYYYY-YYYYYYYYYYY'});
</script>

where XXXXXXXXX is your conversion id(google_conversion_id value) and
YYYYYYYY-YYYYYYYYYYY is conversion label(google_conversion_label value)

7. Use these details to add to the corresponding fields of this custom feature settings.


Add conversion details to sbm.png




Google Authenticator


Google authenticator.png


Add security to your account. You can use a 2-step authentication when logging into your account preventing unauthorized access. Upon entering password, you'll be asked to insert 6-digit login code from your Google authenticator or a 3rd party app.

You can use this custom feature with or without HIPAA feature depending on your needs and business requirements.

Free custom feature!

Please note! In case you have this feature enabled our support agents will not be able to access your account settings.
As well it will not be possible to connect the account to Zapier.


How to use it as admin user

1. Open “Custom features” page using left-side menu of your admin interface and find “Data Protection” section. Just click on “Enable” near “Google authenticator”
Google auth enable path free.png



2. To set 2-step authentication please go to Manage//Users using left-side menu or click on “Settings”//”Set up 2-step authentication” near this custom feature.
Google auth settings path free.png



3. On Manage//Users page click on “+” and create all desired system users to be able to connect each to 2-step authentication.
Create users.png



4. Download “Google Authenticator” application from Google Play or App Store. You can just scan QR-code in Manage//Users//select the user//Google Authenticator and immediately get to application page.
Ga application links.png



5. In the same section scan QR-code with Google Authenticator application on your smartphone, enter the code you see in the app and click on "Connect" button.
Connect ga to user v3.png



6. All done! This user can now log in in more secure way!



Login process will look like as follows:
- open Simplybook.me site or direct link as companyname.simplybook.me
- fill in all necessary details and password
- enter 6-digits code from Google Authenticator feature
2-step authentication pop-up.png




If you plan to allow your employees to be able to connect themselves please create them as users beforehand and allow them to login without 2-step authentication in Custom features//Google authenticator//Settings//Settings.

Allow to log in without 2step auth.png




How to connect Google Authenticator if you are a user

1. Google Authenticator custom feature should be previously enabled by admin as described above.
2. Open “Welcome” page using left-side menu and scan the code to download the application if you have not done this before.
Connect ga as user v3 get the app.png



3. Click on “Connect/Change” link, scan the code, enter the code you get and save settings.
Connect ga as user v3.png



4. From now you will login in more secure way!



Login process will look like as follows:
- open Simplybook.me site or direct link as https://companyname.simplybook.me
- fill in all necessary details and password
- enter 6-digits code from Google Authenticator feature




Google Business

Google business icon.png



Easily increase your business visibility on the Internet via the Google My Business feature. It does not cost anything but increases visibility in search as well as makes your business visible on Google maps.


Free custom feature!

How to use
1. Enable this custom feature on your Custom Features page.
Google business enable path.png



2. Navigate to Settings to create Google Business account if you do not have one yet, or connect already existing Google Business account.
Google business settings path.png



Google business account.png



3. Give the necessary permissions so that it will be possible to see and edit your location(s) in SimplyBook.me.



4. If you already have some locations in Google Business you will be able to see them on the left side of the page.
Google business locations.png



5. Just click on one of them if you need to make some edits and enable the option Update address in the profile, make the necessary changes and re-save the location for the information to be updated on Google side
Google business update address.png



or choose + option to add a new business address.
Google business add location.png



6. After you have added the address, click on Save and Close and you will have the possibility to proceed to the business location verification on Google side(it may take some time).
You can also close the pop-up and get back to the verification step later(there will be Verify now button for each saved and synced business location).
As soon as your location is verified by Google(you will see the verification process steps while following Google instuctions) your business will appear in search and on Google Maps.
Google business verify link.png



7. When you save the location the following information is passed to Google about your company:
  • business location title;
  • company working hours;
  • company phone number;
  • booking site link;
  • business category(as Google categories differ the best matching one will be found).
Google business location info.png



Please note, if you have changed some of these details in your SimplyBook.me account you will need to re-save the business location in Google Business feature settings for the details to be updated on Google side.



8. You can also edit your business location details on Google side if necessary. Simply click on Edit on GMB button at the top(appears for saved and synced locations).
Google business edit on google side.png



9. If some location(s) become not relevant for your business anymore you can easily delete them in this feature settings. Just click on Delete on GMB option.
Google business delete on google side.png



Reserve with Google



Please note!:
  • Reserve with Google is currently available only for: United States, United Kingdom, Canada, Australia, France, and Germany;
  • 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.
  • It is required to have Accept Payments custom feature enabled (Pay later (Allow delay payment) option should always be On) and prices should be added for all the services/classes you wish to be displayed and bookable through Google Maps;
  • If you are using Intake forms feature there should be no mandatory forms added to the services you wish to be available for booking;
  • If a service is recurring or connected to Membership it will not be displayed in Reserve with Google;
  • If you are using outdated Google Calendar Sync custom feature it will not be possible to use Reserve with Google.



How to use
1. Add and verify your Google Business location(s) either via SimplyBook.me platform(previous part of this tutorial) or using your Google Business interface and re-save it(them) in Google Business custom feature settings.
Reserve with google resave locations.png



2. Navigate to Reserve on google maps tab and move the switcher Synchronization with Reserve with Google to an active position.
Reserve with google turn sync on.png



2. (optional) If you use Multiple Locations custom feature, connect your Google Businesses to desired SimplyBook.me locations.
Please note! It is possible to connect one SimplyBook.me location to one Google Business.
If you do not use Multiple Locations your main company location can be connected to one Google Business.
Reserve with google connect location.png



3. Save settings. Now the sync takes place and after you reload the page 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 Update info 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.
Reserve with google connection result.png






Google Tag Manager

Google tag manager icon.png


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.



How to use
1. Enable Google Tag Manager custom feature in your Custom features section.
Google tag manager enable path.png



2. Sign up for a Google tag manager site


3.  Create a new container and set it up.


4. Click on “Settings” near Google Tag manager on simplybook.me custom features page.
Google tag manager settings path.png



5. Insert the container ID on the page you see.
Google tag manager settings v3.png




Google Translate

Google translate.png


Need to show your booking website in several languages for your clients' convenience? Now we have Google Translate custom feature that makes is possible. It allows you to add Google Translate’s automatic translation to your booking website and each client will be able to choose the language convenient for them.



How to use
1. To enable this option navigate to Custom Features//Adding more to the Booking Website.
Google translate enable path.png



2. To access available options for this functionality click on "Settings" button.
Google translate settings path.png



3. Check the boxes with languages you wish your clients to be able to choose on the booking website.
Google translate options settings.png



4. Select the view mode to your taste.
Select view mode for google translate.png



5. Save settings. Everything is ready to use! Here is how it can look like on your booking page using one of the themes.
Google translate booking page view1.png



One more translation possibility using third-party service here




Group Bookings


Group booking new icon.png

Group bookings is useful when you need your customers to be able to book appointment or reservation for many individuals at the same time. This Custom Feature creates a selection menu with the number of participants in the group. With this Custom Feature you can also use payment custom feature at the same time so that the total payment for all participants will be paid in one payment at time of check-out even though only the group leader/organizer is registered. If you are using Products for Sale or Service Add-Ons features, number of items will also be multiplied to the number of participants selected.

How to use
1. Make sure that the Service provider is set able to accept X many clients at same time(or more depending on your needs). For this go Manage//Providers//select necessary provider//Service provider details//How many clients can this provider serve at same time? and set the X number of clients.
Number of clients per provider.png



2. Activate Group Bookings custom feature on your Custom features page
Group bookings enable path.png



3. Go to its settings("Notifications" button)
Group bookings settings path.png



4. Here you can specify how many people can be booked in same booking, by same client and edit notification templates related to this feature.
Group bookings settings v3.png



How will it look like on the booking page:

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).
Group bookings client view.png




HIPAA


Hipaa new icon.png


Available with Standard and Premium(former Gold and Platinum) subscriptions.

The personal information custom feature is designed to help SimplyBook.me users to protect their client's and patient's data. It does not replace user's own security procedures but enhances SimplyBook.me data security by using double authentication during login process for all users who access the system (users need to register their mobile phone number to receive authentication code SMS(you need SMS credits for this) or connect Google Authenticator using corresponding custom feature). This custom feature includes a “Timeout” setting which automatically logs user out to reduce the risk of unauthorized users accessing the system.
The system blocks all access for SimplyBook support personnel further reducing access by unrelated people to the system. It is possible to further reduce exposure of personal information to unauthorized people by using the Clean History custom feature. This way old data gets deleted and is therefore not accessible.

Please note!

  • This custom feature does NOT replace the SimplyBook.me user's own security controls which also need to be in place for client and patient data protection. Please refer to relevant documentation in your country and get assistance from qualified advisors in the field of client/patient data protection.
  • [service] and [client] variables in notification templates do not work when this Custom Feature is enabled due to security reasons.
  • It is not possible to connect the account to Zapier if you are using HIPAA feature.



How to use
1. Enable HIPAA features on your Custom Features page.
When you enable this feature SSL custom feature and Google Authenticator will be enabled as well to add security to client side.
Hipaa enable path.png



2. Go to its settings to set timeout period and email address to be notified about new log ins.
Hipaa settings path.png



Hipaa settings v3.png



3. Validate main admin phone number.



How to validate phone number
1. After you enabled HIPAA Custom Feature press "validate admin phone number" in alert message you see at the top of your admin page.
2. You will be transferred to Manage//Users page. Select main admin user, insert the phone and press "Generate a check-code to validate phone".
Hipaa validate phone v3.png



3. You will receive sms with the code, enter the code into the "Validation code" field and press "Confirm the check-code".
Hipaa confirm code.png



4. Get a success message that the code is confirmed.
Hipaa validated number.png




HTML Description Field for Events


Html description new icon.png

Allows inserting HTML formatting (background and font color, bold, italic, underline, alignment and other HTML elements) for Service, Service Providers, Locations and Categories description fields.


Free custom feature!

How to use
1. Enable this functionalitty on your Custom Features page.
Html enable path free.png



2. Go to Manage section using left-side menu and select Services/Providers/Classes/Memberships/Products for sale depending on which item do you wish to add/edit description to.
Select the item and the first tab with name and details.
Edit description and save settings
Html description field settings.png




Import Clients

Import clients icon.png


Use this feature if you need to add the list of clients to your system with just several clicks. Simply upload a CSV file containing your clients data, then select headers for corresponding columns, and you will have an updated list of clients in your client register.


Free custom feature!

Attention! It is forbidden to import a client list with emails and client information where the clients have not specifically granted you the right to do so.


Please note that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).
It is only possible to import 500 clients by default. If you need to import more please contact support for details.



How to use this option:

1. Enable "Import Clients" custom feature on your Custom features page:
Import clients enable path free.png



2. Prepare your Excel file.
- No text above the list of clients should be written
- Make sure all cells are correctly displayed
- Save file in .csv format with comma separation.



3. Go to Manage//Clients//Import from CSV or simply click on "Settings" near this custom feature.
Import clients file upload path.png



4. Press "Choose file" and select the prepared file.
Import clients file upload step1.png



5. Assign values to the columns from drop-down lists in the upper bar (above each column, marked with black arrows). Assign "name", "email" and "phone".
Import clients assigning column headers.png



6. Press "Confirm clients import".
Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.



If you can't import clients, please check the possible reasons
1. Format of .csv file is incorrect. It should be saved in .csv with comma or tab separation.
2. There is some text above the data or unnecessary columns that prevent successful import. Please delete the text.
3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.




Insights


Insights new icon.png

This Custom Feature creates a variety of charts with key performance indicators in your new financial dashboard.

Providers availability, total bookings, payment per provider etc


How to use
1. Enable Insights on your Custom features page.
Insights enable path.png



2. Navigate to Dashboard or Reports//Insights to check the graphs and charts.
Dashboard chart example.png




Instagram Photo Sharing


Social gallery.png


Enable the Instagram photo sharing feature and show automatically your photos on the booking site to make it more a live and fun for your visitors. Take photos with your Instagram app and show the results on your booking page.

How to use:

1. To enable this custom feature please go to Custom features page and click on “Enable” near “Instagram photo sharing” option.
Instagram photo sharing enable path.png



2. Then please choose “Settings” near this custom feature
Instagram photo sharing settings path.png



3. You will get to the page where you will be able to connect your Instagram account.
Just click on “Authorization”, fill in your Instagram username and password.
Instagram photo sharing settings v3.png
Instagram login.png



4. If you have many posts within your Instagram account you can set how many images to display per page.
Instagram number of images per page.png



You have it set now and your Instagram images will be displayed on separate tab on the booking site.

Instagram on booking page.png



Please note!

- When you add images to your Instagram they will be updated on the booking page within an hour.
If you wish it to happen sooner please click on “Refresh now” on this custom feature “Settings” page.

Instagram refresh option.png



- If Instagram post consists of several images/photos only first one will be displayed on the booking site.
- Unfortunately currently videos cannot be played and will look like an image.


Intake Forms


Additional field new icon.png


Intake Forms Custom Feature allows you to request more information from your clients on the booking page. You can ask several questions and they can be answered in many types of fields, such as text lines, drop-downs, text boxes etc.


How to use
1. Enable Intake Forms Custom Feature in the Custom Feature section//Adding more to the booking page.
Intake forms enable path.png



2. Go to its settings or to Manage//Intake forms page.
Intake forms settings path.png



3. Press "+" button in the settings of Custom Feature to create a new form.
Create new intake form v3.png



4. In the field "Question title" write the question you want your clients to answer. For example: Age, preferences, Do you have any health problems?, etc.
5. Choose the field type:
digits only - allows entering only numbers. Useful when you need to know the age, height or any other information that will require only digits.
single line - usually used for short answers
multiple lines - use this type of filed if you expect lengthy explanations from your clients
checkbox - creates a checkbox that clients should either check or leave unchecked. Useful for questions that require binary answer, for example "I will need additional services".
dropdown selection - creates a drop-down list with the ability to choose only 1 option. In order to create this field, you will need to create a list of values in the section "Dropdown options and default option". Also you can select the Default value that will be assigned if nothing is chosen from the list.
date - creates date selection option with calendar
Intake forms fields types.png



6. Make it rather obligatory or not with the help of "optional" switcher.
7. If you wish to relate form with certain services, choose "Services, attached to this field" tab and check the boxes near corresponding services.
Attach intake form to services.png



8. If you want to include intake form information to email templates, find the intake forms variables and add them to templates in Configuration//General Settings//Email and SMS settings//Templates.
Add intake form variable to template.png




Kiosk


Kiosk.png


The Kiosk Custom Feature allows you to accept bookings on your client booking site so in between bookings, data gets cleared. This makes privacy issues less of a concern.

You can set the time when the customer will be redirected to home page of the booking site or to the beginning of the services booking steps in case you use widget after he/she completes the booking or if the page is left inactive.



Please note! This feature is not compatible with Take me Back Home custom feature.

How to use
1. Enable this feature on your Custom features page, Other section.
Kiosk enable path.png



2. Select if you wish to clear client data with each new booking, set redirect time for after booking completion and in case of inactivity on the booking site on the settings side of the page.
Kiosk settings overview.png



Save your preferences and you are done!


Limit Bookings


Limit bookings new icon.png

This Custom Feature allows you to restrict booking quantity which can be booked at the same time. This Custom Feature is useful when your services require additional things like dental chair or room in the studio etc. When the booking limit is reached the corresponding time interval will looks like breaktime at the booking page (and in the admin interface if you haven't set to skip this restrictions for admin). It is possible to limit booking number at the same time generally, and also you can set certain limit for each service separately.

For example, you have 2 providers and 1 room and both of your providers are available at 10.00. 
Each of providers is set up to serve 1 person at a time and totally, 2 people can book service at 10.00. 
But you need to limit that number to 1 person, because only 1 room is available.
You need to enable Limit Bookings Custom Feature and set it to 1. 
In such way, when someone books 10.00, this time will be closed for another provider.



How to use
1. Enable this custom feature on your Custom Features page.
Limit bookings enable path.png



2. Go to its settings if you need to limit number of bookings at a time for the whole system.
Limit bookings settings path.png



3. Indicate the necessary amount in the corresponding box.
Limit bookings system limit v3.png



4. If you need to set the limit for certain service please navigate to Manage//Services(Classes) page, choose More options tab and set the desired number per service/class.
Limit bookings per service v3.png





Line Bot

Line bot.png

The Line Bot custom feature allows your clients to book your services via Line messenger and it also works in Line mobile app. The booking bot connects with your schedule at SimplyBook.me and guides your client throughout the booking process.

Supports service categories, multiple locations, intake forms, online payments(but taxes are not calculated), client login(but without client address).



Please note:

  • In service/provider/category/location descriptions limited number of symbols can be displayed.
  • In intake forms drop-down options no more than 20 symbols can be displayed.
  • It is not possible to hide images on the booking steps.



How to use
1. Go to SimplyBook.me admin side, custom features page and enable Line bot custom feature.
Line bot enable path.png



2. Navigate to its settings.
Line bot settings path.png



3. Log in to LINE Developers page and create Provider following the instructions listed there.
Line create new provider.png



4. Then create new channel, adding the necessary details, confirming them and agreeing to LINE Terms of Service and other required options.
Line creat new channel.png



Line create new channel-messaging api.png



5. An application will be created, please click on it to get to the channel credentials.



6. Switch to SimplyBook.me admin side tab with Line Bot feature settings and copy Callback URL from there.
Line bot settings view.png



7. Add this url to the Webhook URL box in Messaging settings section of LINE Developers channel page.
Line Add calback url.png



8. Enable Use webhooks.
Line enable webhooks.png



9. Issue Channel access token (long-lived) and insert it to Simplybook.me feature settings to Access token box.
Line issue access token.png



10. Proceed to Using LINE@ features section and disable auto-replies according to the following example.
Line disable automessages.png



Line autoresponse settings.png



11. Copy Channel ID and Channel secret and insert them to the corresponding settings boxes on SimplyBook.me side. Save settings.
Line-channel id and secret.png



Line bot settings insert.png



12. After bot is approved from the LINE side your clients will be able to book using it. In the meanwhile you can add testers or try your bot using LINE mobile app.






Membership


Membership new icon.png

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. Here you can check more cases when Membership can be useful.

Check video Youtube-Logo.png tutorial how to set it up.

Demo page with Membership-related classes is available here.


Please note!



How to use
1. To enable this feature please go to Custom Features section using left-side menu of your admin interface, find Membership and click on Enable button or use the switcher.


Membership new enable path.png



2. Navigate to Manage -> Memberships or use Manage button on Custom features page near this feature to add new Membership to your system.
Click on + on the page you see.
Add membership title, set description, upload an image, select the desired duration and decide on the sessions limit included.
The membership can be free or paid so you can set its price.
If you would like to allow the membership to repeat please enable Is recurring option there and set the recurring price (it can be the same or different from the first price).
Please note! Automatic membership renewal can work from client side via Stripe(previous integration) and Adyen payment processors only.
Membership new create.png



3. Don't forget to attach the membership to services/classes to restrict booking to the members only.
Membership new attach to service.png



4. For sure, you will need to notify your clients about the membership purchase or send the information related to its renewal.
To adjust your templates please navigate to Custom features -> Membership -> click on its name on the left to open right-side options and see the list of available notifications:
Membership new notifications.png



You can use the variables to automatically add the corresponding information to each email/SMS notification.
Membership new notifications variables.png



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.
You can do that from the same Manage -> Memberships page by clicking on Issue membership button either near the membership name or in the top right corner of membership editing window.
Membership new issue.png



6. (optional) There are several issuing options to choose from:
- you can set membership start date(current date is set by default);
- you can generate an invoice if you need it for accounting purposes;
- you can issue membership without an invoice;
- if you select issuing with the invoice and the membership is recurring it is possible to set manual or automatic recurring mode 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 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.;
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.
If you need to charge your clients please do it on your payment processor side.
- as well you can choose several clients at once to issue the membership to.
Membership new issue steps.png



7. When the memberships are purchased or issued there are several places to check the information related:
- Reports -> Membership payments - contains the information of each membership period present in the system(each recurring period will be displayed as a separate row).
You can cancel the specific client's membership here if necessary.
Membership new report.png



- Reports -> Payment transactions -> Invoices - contains all the invoices present in the system, memberships included.
Please note! If you delete the invoice related to some membership purchase the corresponding membership will be canceled.
- Reports -> Payment transactions -> Recurring profiles - shows all membership recurring profiles created either by clients or from admin side.
It allows to cancel recurring profiles(both made by clients and admin) or prolong the recurring memberships issued from admin side only.
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.
You can either cancel current recurring profile and create a new one or issue another membership to this client.
Membership new recurring report prolong.png
Membership new recurring report prolonged profile.png



8. From the client side the clients will see memberships tab on the booking site
with the list of all options you have set as available and the services related will have clickable "Subscription required" labels
that lead to the corresponding membership purchase.
Memberships client side.png



9. (optional) As well you can add custom membership widget to your website if necessary following these instructions.






Multiple Bookings


Multiple booking new icon.png

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.


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 group booking or if the service is recurring.


How to use
1. Enable Multiple bookings custom feature on your custom features page.
Multiple bookings enable path.png



2. You can edit notification templates related in the Settings("Notifications" button) section.
Multiple bookings settings path.png
Multiple bookings notifications.png



3. Here is how it will look like on the client side in one of the themes.
Book and add more v3.png




Multiple Locations

Unit location new icon.png


Allows creating multiple service locations and relating them with different service providers (staff members). Locations will be shown as the first step on the booking site.


Here you can see the example of client view:
Locations booking page view.png



How to use

1. Enable Multiple Locations custom feature in Custom Feature section//Adding more to booking website.

Multiple locations enable path.png



2. Add locations either in the settings of the Custom Feature or in Manage//Service Providers//Add location.

Create new location item v3.png


3. Click on "Location providers" tab for corresponding location and check necessary boxes to connect service providers with location.

Attach providers to locations v3.png



4. (Optional) In Settings // General settings // Email and SMS settings insert the following variables into your email templates:

Add location variables to templates.png



[location] - value of field "Location name"
[location_address] - value of field "Location address"
[location_phone] - value of field "Location phone"


How to set schedule for location?

You can set individual schedule for the provider and then relate provider to the location. Thus working hours of the provider related to location will automatically apply to location.

1. To set individual schedule for provider go to Settings//Service providers//Working hours, or to Manage//Service Providers//Service providers schedule and you can set opening hours, break times, and special days for this specific employees. Just take care that opening hours of employees must be within opening hours of company.
2. To relate provider and location go to Manage//Service Providers//Service provider's locations and check the boxes with location(s) provider should be related to.



How can I relate service to location.

Locations can be related only to service providers, thus if you need to relate service to the particular location, you need initially to relate this service to the service provider:

1. In Manage//Service Providers//Services, attached to this service provider check the boxes with services related to this provider.
2. In Manage//Service Providers//Service provider's locations and check the boxes with location(s) provider should be related to.




News


News new icon.png

Give your website a fresh life by managing news on your main page in our booking system. You can publish news or blog on your booking website to keep your customers up to date with what’s happening in the business.


How to use
1. Enable this custom feature on your Custom Features page, Adding more to the Booking Website section.
News enable path.png



2. Click on "Settings" near this option.
News settings path.png



3. Create the posts on the page you see by clicking on "+" button.
Add new news item v3 updated.png




Online Video Meetings

Online meeting icon.png



Use this feature to easily create meeting links for your clients and meet them online using video or phone





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.



Video tutorial available Youtube-Logo.png



How to use
1. Enable Online meetings custom feature in your SimplyBook.me account.
Online meetings enable path.png



2. Login to Microsoft Azure portal and your Microsoft Teams account with the user that is a member of your organization in MS Azure.
(Or create the accounts there)
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.



3. Add Microsoft Teams in MS Azure -> Azure Active Directory -> Enterprise applications.
Ms azure connect ms teams.png



And add yourself in Enterprise applications -> Microsoft Teams -> Users and Groups on MS Azure side.
Ms azure teams users.png



4. On SimplyBook.me side please click on Meeting services block and choose Authorization near Microsoft Teams”.
Connect your Microsoft account.
Ms teams authorization.png



5. For the services/classes you wish to conduct online meetings switch the option Enable as online meeting service/class on in Manage -> Services -> click on service name -> More options
(in Manage -> Classes -> click on class name -> More options if you are using Classes feature)
Ms teams more options1.png
Ms teams more options2.png



6. When the clients book such a service/class there will be online meeting link on My bookings page for the associated booking. When the appointment time comes the clients will be able to follow it to access the meeting.
For admin side it will be possible to follow the link from booking info popup form in Calendar or in Reports -> Booking details.
Ms teams client side link.png
Ms teams admin side link.png



7. (optonal) You can add online meetings link to provider and client notification templates so that both sides receive them with the booking details.
To do that please navigate to Settings -> Email and sms settings (or Custom features -> Flexible notifications -> Manage if you have customized notifications per service and/or provider).
Ms teams add variables.png



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 Step#6 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 added as users in MS Azure with access to this application as well as members on MS Teams side.
(you can add users in MS Azure interface with internal domain or invite using existing email addresses)
Ms azure teams users.png



9. Then they need to log in to SimplyBook.me system under their credentials and connect their accounts in Custom features -> Online meetings.
Ms teams provider auth.png



10. Once they have connected own accounts you will be able to see this information in Custom features -> Online meetings -> Meeting providers&Meeting services.
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) rights.
Ms teams manually start.png






Packages

Packages icon.png

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 classes. Clients can buy packages on your booking page or with Simplybook.me’s 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.


Please note, as soon as you turn this custom feature on, Client login and Accept Payments features will be enabled as well.



Video tutorial available Youtube-Logo.png

How to use
1. To switch this custom feature on, please navigate to your Custom Features page, go to “Booking related” section and click on “Enable”
Packages enable path newcf.png



2. Then choose “Manage” option either near the custom feature or navigate to Packages in Manage section of the left-side menu.
Packages settings path newcf.png



3. Just click on “+” button to create a new package. The form will appear on the right side of the page.
Create new package.png
M create new package.png



4. Insert package name, add a description (you can even use HTML formatting for a better look) and image.
At this point you can also set the package price: you can specify the cost (if you want to make a discount, for example) or
skip price box to later keep the total cost of all the elements included.
Please note, it is not possible to create a package without a price.
Add new package details.png
M add new package details.png



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)
and set the number of sets available (unlimited by default).
Packages duration and limit settings.png
M package duration and limit.png



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.
Package items possibilities.png
M package items possibilities.png



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.
Add items to the package.png
M add items to the package.png



8. If you are using Products for sale and/or Service Add-ons features simply select the corresponding tabs and add elements the same way.
Add items to the package2.png
M add items to the package2.png



9. After you have added all the options and if you have not set a package price yet, get back to the “Details” tab and use “Calculate price” button to make the system automatically sum up all the elements prices for you.
Autocalculate the price.png
M autocalculate the price.png



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.
Package saving options new.png



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
The invoice will be sent only in the case of the purchase and payment made from the client side.



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.
Here you can also cancel the package for the specific client if needed.
Package reports.png
M package reports.png




The use of Packages within the POS feature
1. Make sure you have enabled POS custom feature.
Pos enable path newcf.png



2. Go to POS interface, click on “New sale” button.
Pos new sale.png
M pos new sale.png



3. Select the client on the right side of the page to make the "Package" button active.
Sell package step1.png
M sell package step1.png



4. Pick the item and define the start date. End date will be automatically set based on the package duration after you save the selection.
Sell package step2.png
M sell package step2.png



Please note, if the package is hidden from the booking page it will be still available within POS interface as it is part of admin side visible to POS user.



5. Proceed to checkout after you have added all the necessary services/products/add-ons/memberships/gift cards to the cart.
Sell package step3.png
M sell package step3.png



6. You may have a client who has already purchased a package before and wants to use it.
Then you will be able to click on “Use packages” button so that the items selected will be fully or partially paid with this set during the checkout.
Use package during checkout.png
M use package during checkout.png





Booking site operation
1. The clients will be able to navigate to the “Packages” tab on your booking site.
Please note, the client must be logged in to see his/her purchases.
Packages client side new.png
M client side packages available.png



2. They will find a suitable set, choose a start date and buy the package.
Packages client side new date select.png
M client side packages - buy.png



(if they select “pay later” option during checkout you will need to approve their purchase from admin side first. Then they will be able to book/buy the items included)



3. 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.
Packages client side new apply pack.png
M client side packages - payment step.png







Password Security Settings


Strict password icon.png


The Password security settings Custom Feature allows to define password requirements for system users and clients. This can further harden the system for possible intrusion. Just in few steps you can make your system more secure!


Free custom feature!

How to use
1. Enable Password Security Settings option on yur Custom Features page.
Password security settings enable path free.png



2. Click on "Settings" button that will appear near it.
Password security settings settings path free.png



3. Now you can set requirements for password for your system users in the left-side block.
User password settings block.png



4. (is skipped if you are already using Client Login Custom Feature) If you wish your clients to be able to log in securely please enable Client Login option there.
Enable client login settings.png



5. Set up password requirements for your clients in the right-side block and save settings.
Client password settings block.png




Photo Gallery


Photo gallery new icon.png

With Photo Gallery custom feature you can upload the photos of your services to attract more clients. Simply browse photos and they will appear on your booking page.


How to use
1. Enable Photo gallery option on your Custom Features page.
Photo gallery enable path.png



2. Click on "Settings" near it.
Photo gallery settings path.png



3. Upload the images on the page you see, add descriptions if necessary and they will appear in the separate tab on the booking site.
Photo gallery settings.png




Point of Sale

Pos icon.png

Point of Sale Custom Feature allows system users to create and track sales of bookings, and to sell memberships, products and gift certificates to existing or new clients. You can check client's history of purchases, approve pending transactions and print invoices. All in the neat mobile friendly interface!

Please note! Accept Payments Custom Feature will be enabled as well when you switch PoS feature on.

Video tutorial available here.

How to use
1. Enable Point of Sale Custom Feature on your Custom Features page, “Other” section.
Pos enable path.png



2. Click on “Go to POS” near this feature or in top right corner of your admin interface.
Pos settings path.png



3. You will see sale start page. (If you need to return here at some point please use “Home” icon in the top left corner.)
Pos start page.png



4. By default guest client is selected, but you can select a client from already existing ones in your system.
Pos select client.png



5. Or add new client directly from POS interface.
Add new client from pos.png



6. Select “New Sale” option to sell service/membership/product/add-on.
New sale.png



Select sale option.png



7. If you have selected service option new booking will be created. Please choose which service/class, provider, date and time do you wish to book. Add product(s), add-on(s) if necessary and click on “Save”.
Pos new booking.png



8. On the next step you can add more options to the cart(left side of the page) or confirm all the selections by clicking on the “Checkout button”(right side of the page).
Pos checkout.png



9. Select payment method to confirm the order.
Choose payment method.png


10. If you have chosen “Credit card/Wire transfer/Cash” the order will be automatically confirmed meaning that you have received the money using the options mentioned.
If you have selected “Pay later” the order will be displayed as “pending”. You will be able to click on “Checkout” once more and select another payment method to confirm such order.
Pos received payment.png



Pos pay later.png



11. You can go to “Home” page and use filters to see today/upcoming/expired/non-booking/pending/paid, etc. orders. It is possible to click on the order to see the details/print the invoice.
Pos report.png




Products for Sale

Product.png


When your clients are booking the services they will be offered to add relevant products to their purchase. Someone buying a haircut could for example be offered to buy hair gel at the same time.
Use this to your advantage to sell more!

Please note! This custom feature cannot be used without Accept Payments custom feature, that is why this option will be automatically enabled as soon as you switch on "Products for sale".



How to use:

1. To enable this option please go to your Custom Features page and click on “Enable” near “Products for sale” option.
Products for sale enable path.png



2. Click on “Settings” button that will appear there or select Manage// Products for sale section and you will get to a page where you will be able to create all necessary products.
Products for sale settings path.png



3. Click on “+” icon to create new product, set its name, image, description if necessary and price.
Please note! It is not possible to create free products, each of them needs to have some price added.
Create new product for sale.png



4. To relate the product with particular service(s) please use “Connected services” tab and check the boxes with desired services/classes.
Attach product to service.png



5. You can also make product to be selected by default on the booking page and set default amount that will be displayed to clients.
Please note! The clients will be able to adjust amount to their needs on the booking site or uncheck this product.
Products for sale default quantity.png



Here you can see how the products can look like on the booking page:

Products booking page view.png



Correlation with other custom features:
1- Rewards and Referrals. Rewards and Referrals discounts are working for services prices only and not applied to products prices. If you'd like to set up discounts for products, please use Coupons and Gift Cards Custom Feature instead.
2- Group Bookings. Number of items is multiplied to number of participants selected.
3- Multiple bookings. Products are selected separately for each booking.

Can I add the items that clients has selected to notification templates?
Sure, just add [products] variable to all necessary templates in Settings//Email and SMS settings and the list of products will be included to corresponding notifications

Add products to notification emails.png




Provider's Color Coding


Provider color new icon.png

Some users like to simplify the dashboard view by having providers with certain colors. With this Custom Feature, you can give each of your providers their own color so when you quickly glance over the dashboard, it can be easily seen what bookings belong to each provider.


Please note, if you use Status Custom Feature, it has higher priority than Provider's Color Coding Custom Feature. Therefore, colors of the booking statuses will be displayed.


How to use
1. Enable this option on your Custom Features page.
Provider color coding enable path.png



2. In Manage//Providers//More options//assign color to each provider to make them easily distinguished in the calendar.
Provider color coding-select color.png



3. As the result you will see bookings in corresponding colors on your Calendar page.
Provider color coding-booking view.png




Related Resources

Resources icon.png



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.


How to use
1. Enable Related Resources feature on your custom features page.
Resources enable path.png



2. Select Manage option or navigate to Manage -> Related resources using left-side menu
Resources settings path.png



3. Create resources group(s) depending on your needs using + icon there.
You can select between:
  • Same number as clients 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.
  • Only one 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 limit bookings 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.
Create resource group.png



4. It is important to attach resources to services/classes so that they will influence the booking process. Otherwise, the resources will not add any restrictions and will not be used.
Attach resource to service.png



5. If you got more resources of a certain type you can add items to the particular resource group.
Add one more resource to a group.png



6. In case you have less items in your inventory than it was created initially you can remove unnecessary ones from the group using mass actions.
If certain service was connected to resource that was deleted such service may become unavailable on the booking site.
In this case you need to update its relations towards other resources present in the system.
Remove unnecessary resources.png



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.
You can view the resource used for the appointment from the admin side in each booking or in exported .xls file from Reports -> Booking details.
View resource info in booking.png






Rewards and Referrals


Refferals-150.png

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.


Please note that
  • this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum);
  • Rewards functionality temporarily does not work;
  • this feature is not compatible with Coupons and Gift Cards feature yet.



How to use.
1. Enable Rewards and Referrals Custom Feature.
Rewards and referrals enable path.png



2. In left-side menu go to Manage//Promotions and create new promotion
Create new promotion path.png



3. On the first step indicate:
  • your discount in %;
  • is this promotion related to specific service or all services;
  • who can claim the deal (all clients or new clients only);
  • how many times the code can be used;
  • how many times each client can use this promotion;
  • edit texts of your deal if necessary;
  • proceed to the next step.
Create new promotion - step 1.png



4. On the second step decide whether you will offer a reward for sharing your promotion. This step is very important because it can help you to easily get more clients.
  • write what reward you offer;
  • indicate the number of times client should share promotion to receive the reward;
  • how many times 1 client can claim the reward;
  • insert reward picture;
  • check "send email" if you want clients to receive an email about being rewarded and adjust the email text if necessary;
  • adjust the texts of reward;
  • proceed to the next step.
Create new promotion - step 2.png



5. On the third step enter the details of your campaign
  • change the promotion code if needed;
  • add campaign image;
  • add dates that clients can book using this promotion;
  • add period when they can redeem the code;
  • set time limitation if needed;
  • proceed to the next step.
Create new promotion - step 3.png



6. On the fourth step announce your promotion
  • get the link of the deal to share with your clients;
  • choose how to notify your clients, by email or sms (please change the text of email or sms (1 sms 70 symbols in unicode, 140 plain English text without special characters));
  • configure whom you will send the deal, to clients who booked/did not book, use filters by service, provider, dates;
  • select clients and send the promotion (or save it without sending).
Create new promotion - step 4.png




Service Add-ons

Paid attributes.png


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.
An example may be a massage, whereas the client could choose to add the luxury oil that costs more during massage.
Use this to your advantage to sell more!

Please note! This custom feature cannot be used without Accept Payments custom feature, that is why this option will be automatically enabled as soon as you enable "Service Add-ons".



How to use:

1. To enable this option please go to your Custom Features page and click on “Enable” near “Service Add-ons” option.
Service add ons enable path newcf2.png



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.
Service add ons settings path newcf.png



3. Click on “+” icon to create new add-on, set its name and price.
Please note! It is not possible to create free add-ons, each of them needs to have price added.
Add the desired duration if you need it to influence the overall appointment time.
Service add ons with duration create.png



4. To relate the add-on with particular service(s) please use “Connected services” tab and check the boxes with desired services/classes.
Connect service add-on to services.png



5. You can also make add-on to be selected by default on the booking page
Please note! The clients will be able to to uncheck this item if they wish to on the booking page.
Selected add-on.png



Here you can see how the add-ons can look like on the booking page:
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.
In this case add-ons step will be shown before time step and the timeslots displayed should suit the items selected in most cases.
Service add ons with duration client side.png



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.
Service add ons with duration client side unsupported timelines.png



Correlation with other custom features:
1- Rewards and Referrals. Discounts are not applied to add-ons prices. Please use Coupons and Gift Cards feature instead.
2- Group Bookings. Number of items is multiplied to number of participants selected.
3- Multiple bookings. Add-ons are selected separately for each booking.

Can I add the items that clients has selected to notification templates?
Sure, just add [attributes] variable to all necessary templates in Settings//Email and SMS settings and the list of products will be included to corresponding notifications

Add add-ons list to emails.png




Service Categories


Service category new icon.png


With the help of this Custom Feature you can create categories and group your services to make it easier and faster for your clients to find the necessary service.


How to use
1. Enable Service Categories custom feature in the Custom Feature section//Adding more to booking page.
Service categories enable path.png



2. In Manage//Services click on "+" and choose "Add category" to create all necessary categories. Insert title, picture, description and assign services to category.
Create new category v3.png



3. Click on "Category details" tab of the category to edit any information. To connect services please choose "Category services" tab and check corresponding boxes.
Attach service to category.png



4. Here you can see how categories can look like on the booking page using one of the themes avilable.
Categories booking page view.png




SMS Gateway


Sms.png

Use the SMS Gateway custom feature to use your own SMS gateway (Twilio, Nexmo or BulkSMS available only) and use your own phone number as sender number. If you use this feature, you pay the gateway directly saving around 20% to 30% compared to when you buy SimplyBook.me credits.

IMPORTANT! Setting this up requires some technical knowledge and the SimplyBook.me team can not help with account creation at the SMS gateway providers.

How to use

1. Enable Sms Gateway Custom feature in Custom features//Other section at one-time activation fee.
Sms gateway enable path.png



2. Create an account with one of available sms gateways: Nexmo, Twilio or BulkSMS if you do not have one yet.
3. Click on “Settings” near “SMS Gateway” custom feature.
Sms gateway settings path.png



4. On the next step please select the sms provider from “SMS Gateway” drop down and add corresponding settings on the right side of the page.

Sms gateway options.png



5. Save settings and it is all done!

Please note! If this custom feature is enabled and set correctly you do not need to purchase sms credits from our side.
You will be able to see sms being sent from the system in Reports//Sms report with 0 as credits amount in this case.

Troubleshooting:
Sms credits are charged from my account:

- SMS Gateway Custom Feature is not enabled
- SMS Gateway processor settings are not added.

Sms are not sent from the system

- SMS Gateway settings are not added correctly.
- There is no sms credits on your balance.


SMTP


Smtp new icon.png

It allows you to use your own SMTP server so all emails sent from the SimplyBook.me system on your behalf, come from your own email address.



How to use.
1. You can enable this Custom Feature in your Custom Feature section
Smtp enable path.png



2. Go to its settings.
Smtp settings path.png



3. And set your SMTP server details in Custom Feature settings.
Smtp settings v3.png



Remark that if you have a gmail address or g-suite email, you can send up to 1.000 emails per day through that address.

How to store a copy of outgoing emails in your Gmail:

1. You need to log into your Gmail or Google Apps email Settings and Click on the Forwarding/IMAP tab and scroll down to the IMAP Access section.

2. Please set the IMAP as enabled in order for emails to be properly copied to your sent folder.

For added security, you can setup double authentication for the email that you plan to use.
Here you can check instructions how to use application password for double-step authentication.



If you send more than 1.000 notifications/promotions per day, you can look at other smtp services like sendinblue.com, sendgrid.com, mailjet.com, or authsmtp.com.

Please check video tutorial here.


SOAP


Soap.png

This feature allows you to insert time stamped record with 4 text fields that stays with client data in patient format. SOAP notes are a style of documentation that medical professionals, such as nurses, therapists, athletic trainers, counsellors, and doctors, use to record information about patients. The acronym stands for subjective, objective, assessment and plan.

How to use

1. Enable in Custom features//Business enhancements.
Soap enable path v3.png



2. Now you can go to Manage//Clients, click on Edit button, choose SOAP info tab and add necessary information there.
Add soap info to client.png



Or you can add SOAP information from the booking directly by selecting “Client” tab and clicking on “Add SOAP info” button.
As well this option allows you to add some medical history in separate tab if necessary.

Add soap info to client from booking.png



3. And now you can check and/or update comments related to particular client in Manage//Clients//Edit//SOAP info history.
Check soap info history v3.png



Or in booking related to this client in “Client” tab.
This feature also allows you to check the records added previously either in booking in Calendar or in client record in Manage//Clients//Edit.

Please note, the information you add there is not seen from client side and is for internal use. As well this information is not exported from the system in Reports.


SOAP with Encryption

Client soap crypt.png


Need patient information to be more securely stored? SOAP (subjective, objective, assessment and plan) with data encryption feature allows to insert time-stamped record with 4 encrypted text fields that stay with client data. Sensitive medical data of your clients will be secured with RSA 4096.



How to use

1. Make sure that you have simple SOAP custom feature disabled(as they are not compatible)
2. Then please go to Custom features page using the left-side menu of your admin interface, use searchbox at the top or choose “Other” category.
And click on “Enable” near “SOAP with data encryption” option.
Soap enable path.png



3. Please choose “Settings” near it to generate the keys and setup encryption following the instructions on the right side of the page.
Soap settings path.png
Soap settings page.png



Please check more detailed tutorial and usage cases here




SSL


Ssl new icon.png

Make all client's connections with the server through a secure layer.
It is important to have it enabled for some payment processors and widgets.

Free custom feature!

How to use
Just enable it on your Custom features page and you are done!
Ssl enable path free.png




SSO: SAML

Saml icon.png


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.





How to use


1. Create account at Microsoft Azure if you do not have one yet.


2. Enable SSO: SAML Custom feature on your Custom features page .
Sso enable path.png



3. Navigate to Manage to edit the connection settings.
Sso settings path.png



4. Click on Microsoft Azure Configuration on the left and log in to your MS Azure account there to start connection setup.
Please note! You need to have administrator access in MS Azure as well to be able to connect applications.
Sso start connection setup.png



5. After successful login you will see the first block with basic options on SimplyBook.me side.
Sso basic settings block.png



6. In MS Azure please navigate to Active Directory.
Ms azure select active directory.png



7. Select Enterprise applications in the left-side menu and add new application.
(you may need paid MS Azure or Premium trial subscription there to add applications)
Ms azure select enterprise applications.png



Ms azure new enterprise applications.png



8. Choose non-gallery type. Add its name and save.



9. On the next page click on Set up single sign on and select SAML.
Ms azure select single sign on.png



Ms azure select single sign on saml.png



10. Use Pen icon in Basic SAML Configuration block to edit.
Ms azure saml basic edit path.png



11. Copy the urls from SimplyBook.me SSO: SAML feature to the corresponding boxes on MS Azure side. Save.
Sbm saml basic settings page.png



12. On MS Azure side scroll to SAML Signing Certificate part and download Certificate(Base64). Open it with notepad or similar text editor, copy the certificate code and paste it to the corresponding box into SSO: SAML Custom Feature.
Sbm saml download cetrificate.png



Sbm saml certificate copy.png



13. Scroll MS Azure side page to Set up For tutorial block and find Login URL, Azure AD Identifier and Logout URL options, Copy each of them and paste to the corresponding boxes on SimplyBook.me side.
Sbm saml to tutorial block.png



14. Go to User attributes and claims block on MS Azure side and click on Pen icon to edit it.
Ms azure user attributes and claims.png



15. For Unique User Identifier(click on it to edit) please set user.mail variable as Source Attribute. It is the parameter that will allow us to differentiate between different user logins.
Ms azure user attributes and claims identifier.png



Ms azure user attributes and claims identifier mail.png



16. For additional claims please add Groups option using Add group claim and Email and Name with Add new claim buttons correspondingly.
You can also add phone and last name if you need. See claims setup example below.
Ms azure user attributes and claims add claim.png



17. Copy the claims titles to the corresponding boxes on SimplyBook.me side.
Sso saml claims titles copy.png



18. Navigate to Azure Active Directory homepage and go to Users section, create all users that you would like to access the system if they are not created yet.
Ms azure add users path.png



19. In Groups 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.
Ms azure add groups path.png



20. Add users to the corresponding groups.
Ms azure add groups users.png



21. Make sure each group contains the corresponding memberships.
Ms azure add groups memberships.png



22. Copy each group Object ID to the corresponding box in User Group matching settings on SimplyBook.me side.
(If you have only one group for admins insert same object ID everywhere in that block). Save settings.
Copy object ids from azure to sbm.png



23. Once the users are given the access to Applications dashboard they can log in to SimplyBook.me with their access level by a click on the SimplyBook.me application icon.
Application panel to login with saml.png



The corresponding user types will be added automatically to your SimplyBook.me account with the data passed according to your settings.





Please note!
  • It is not possible to connect existing SimplyBook.me side users to MS Azure users.
  • For such users it is not possible to reset SimplyBook.me passwords, edit access level, username, access personal data report.
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.
  • If you need to restrict access for such users you can remove or block them on MS Azure side.
  • 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.






Status


Status new icon.png

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.

Please note, if you use Provider's Color Coding custom feature, Status custom feature has higher priority than Provider's Color Coding. Therefore, colors of the booking statuses will be displayed.


How to use
1. Activate this custom feature in the Custom Features section//Booking related.
Status enable path.png



2. Go to the settings of this custom feature
Status settings path.png



3. Press "+" to add new status.
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.
Create statuses v3.png




Take Me Back Home


Take me back home new icon.png

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.


Please note! This feature is not compatible with Kiosk custom feature.

Take me back home new theme.png



How to use
1. Enable Take Me Back Home in the Custom Features section//Look and Feel.
Take me back home enable path.png



2. Go to its settings.
Take me back home settings path.png



3. Insert the link where you want your clients to be redirected, write a text for this link.
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).
Take me back home settings v3.png




Terms and Conditions


Terms and conditions new icon.png

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 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

Free custom feature!

How to use
1. Enable this feature on your Custom Features page.
Terms and conditions enable path free.png



2. Go to its settings to add your Terms and Conditions.
Terms and conditions settings path free.png



3. Add your text. You can use HTML formatting there to adjust the look.
Terms and conditions settings v3 new.png




Tickets

Tickets icon.png


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.



Video tutorial Youtube-Logo.png


Please note:

  • this feature is not compatible with Accept Deposits;
  • the tickets are attached in PDF format to client confirmation email;
  • if Pay Later is enabled within Accept Payments feature, the client selects it during booking,
the tickets will be sent within the separate email template after admin accepts the payment in Payment transactions report.
It can be edited in Custom features -> Tickets.
Pay later template.png



  • 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.
Ticket pack purchase.png





How to use
1. Enable this feature on your Custom Features page.
Tickets enable path.png



2. Navigate to Manage using the link near the enabled feature or go to Manage -> Services section.
Tickets manage path.png



3. Select the service you would like to sell the tickets for with a click and go to Tickets tab.



4. Enable tickets issuing and connect the template by clicking on it. Save settings.
(There is one default template, but with Premium plan you can create your own one).
Attach ticket to service.png



5. When the event time comes and you need to validate tickets please go to Custom Features -> Tickets -> Validate ticket.
Validate tickets path.png



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 Validate ticket
Validate ticket steps pc.png



Validate ticket mobile manually find.png



7. If you have SimplyBook.me admin application you can easily scan and check-in tickets there from Dashboard.
Scan ticket path in app.png



8. Ticket codes can be found in the related bookings on Calendar page or in Booking details report.
You can also print tickets from there.
Ticket info in calendar.png
Ticket info in reports.png



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 Custom features -> Tickets -> Custom ticket.
Custom ticket look example.png



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 My bookings tab and use the corresponding button there to download ticket PDF and print.
Ticket client side 1.png
Tickets client side 2.png








Visitor Counter


Visitor counter new icon.png

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 SImplyBook.me system.


How to use
1. Enable this option on your custom Features page.
Visitor counter enable path.png



2. Check the chart on Dashboard page for updates.
Visitor counter upd.png





Voice Bookings


Voice booking.png

iBOB is an intelligent Booking Oriented Bot that answers your phone, accepts bookings from your clients 24/7 and redirects calls to you if clients asks for it, or if iBOB has problems understanding your client. You need iBOB credits to use iBOB as your personal assistant. iBOB is very fair, and does not charge much for his services. His services cost from only $2/month for a local phone number and 0,12 cents per incoming call minute.

Test phone number:
US: +1 (0) 415 539 0265


Please note! Not all the countries have available phone numbers. Please contact support to check before voice credits purchase.

How to use
1. Enable “iBOB - Your intelligent voice assistant” custom feature on your Custom features page.
Ibob enable path.png



2. Go to Plans&Prices//Additional items to buy voice credits.
Ibob buy voice credits.png



3. Go to Manage//Voice bookings or just click on Settings near this custom feature.
Ibob settings path.png



3. To add new phone number please click on “+” icon, select your country and phone type.
Ibob buy phone number.png



4. Buy phone number from the list you see(there are also the prices per month and per minute). It will be the number for your clients to dial to make bookings.
Ibob buy phone number - step4.png



5. When the number is purchased you can set the voice, choose transcription language, add your greeting message that the clients will hear at the beginning of the call. As well you can add there a number to contact you if necessary.


Please note! If the bot does not get the information said by client, the client will be redirected to this “Company redirect phone number” if it is added.
Ibob setup number.png



7. All is set. You can give your clients the number set according to the steps above and iBob will help them to book your services.



Additional option – you can set predefined location/category/service/provider per phone number and the clients will book that option exactly.

Ibob predefined options.png



Statistics
To check the calls made to your voice bot please use Reports//Voice bookings section.

Ibob reports overview.png



Zapier Connector

Zapier icon.png

Connect SimplyBook.me with hundreds of other solutions using this feature. It contains a variety of triggers that can be used to send information to other solutions by simply using one of the available zaps or by creating a new zap. Zapier allows to integrate 2 or more web-applications via their APIs through “triggers” and “actions”. SimplyBook.me is available in Zapier as Trigger app, it means only information from SimplyBook.me is sent to Zapier (1-way integration) and via Zapier to any app that has actions.



Please note!

  • Available data depends on custom features enabled;
  • It doesn't work if 2-step authentication is enabled (HIPAA or Google Authenticator);
  • New client trigger doesn't work with Import clients feature, but works correctly if 1 client is added manually in admin interface;
  • Information about membership/promotion/package/product used is not included as it relates to invoice and not to booking;
  • Comment change doesn't launch any trigger;
  • To be able to use Booking change/Booking cancellation triggers in order to change existing records in Action app you need to use 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);
  • Invoice data can be sent with New Invoice trigger;
  • SOAP data is not sent;
  • Tax information is not sent, service price is shown without taxes added;
  • It doesn't work if both Accept payments and Approve bookings are enabled, and batch bookings are partially approved.



6 triggers are now available:
New booking - launches when new booking is created in SimplyBook.me account;
Booking change - launches when booking is changed (change of date/time/service/provider/status/intake forms answers);
Booking cancellation - launches upon booking cancellation;
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 Offer - launches when any new offer is created on SimplyBook.me side (can be used when Accept payments custom feature is enabled).
New Invoice - launches when new invoice is created and paid on SimplyBook.me side (can be used when Accept payments custom feature is enabled).



Available data:

For booking-related triggers(New booking, Booking change, Booking cancellation):
Basic functionality (no custom features enabled):

  • Company (login, name, email, phone),
  • Service (name, description, duration, buffer time),
  • Provider (name, description, email, phone),
  • Client information (name, email, phone, address, timezone),
  • Booking code (if booking is confirmed, start/end date/time).



Custom features related data:



For New client trigger:

  • Client ID;
  • Client name;
  • Client email;
  • Client phone;
  • Client address;
  • If client is blocked to login (if Client login custom feature is enabled);
  • Client registration date.



For New Offer/Invoice triggers:

  • 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.



How to use
1. Enable Zapier connector custom feature on your Custom features page on SimplyBook.me side.
Zapir connector enable path.png



2. Create new Zap by clicking on Make a Zap button in Zapier interface.
Make a zap button.png



3. Look for Simplybook in Trigger step.
Zapier select trigger app.png



4. Select the desirable trigger.
Select trigger.png



5. Connect SimplyBook.me account.
Connect sbm account v2.png



6. Click Continue to test this step.
Test trigger step.png



7. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to.
Add action step.png



8. Connect this application account and setup the template using the available data mentioned above.



9. You can test this step operation as well if necessary or skip it.



10. Finish the setup, add Zap name and turn it on.
Zap name and on.png