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 view the instructions how to use.<br><br>
  
=Accept Payments=
+
Video overview [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=nW60o_RIvhY&feature=youtu.be]]
<br>
+
<p><youtube>nW60o_RIvhY</youtube></p>
[[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.  
 
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.
 
<br>
 
  
 +
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#Anti-Fraud/Spam Protection Custom Feature| Anti-Fraud/Spam Protection Custom Feature]]</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#Campaign| Campaign]]</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_Mobile_App| Client Mobile App]]</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_Email| Custom Email]]</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#External_Booking_Validator| External Booking Validator]]</div>
 +
<div class="plugin">[[Custom_Features#Facebook_and_Instagram_Bookings| Facebook and Instagram Bookings]]</div>
 +
<div class="plugin">[[Custom_Features#Facebook_Client_Info| Facebook Client Info]]</div>
 +
<div class="plugin">[[Custom_Features#Facebook_Pixel| Facebook Pixel]]</div>
 +
<div class="plugin">[[Custom_Features#File_Uploader_-_Google_Drive| File Uploader - Google Drive]]</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">[[Google_Reviews_custom_feature |Google Reviews]]</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#LINE_LIFF| LINE LIFF]]</div>
 +
<div class="plugin">[[Custom_Features#Loyalty_System| Loyalty System]]</div>
 +
<div class="plugin">[[Custom_Features#Make_me_Look_Busy| Make me Look Busy]]</div>
 +
<div class="plugin">[[Custom_Features#Medical Test| Medical Test]]</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#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_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#Tags| Tags]]</div>
 +
<div class="plugin">[[Custom_Features#Take_Me_Back_Home| Take Me Back Home]]</div>
 +
<div class="plugin">[[Custom_Features#Telegram_Notifications| Telegram Notifications]]</div>
 +
<div class="plugin">[[Custom_Features#Terms_and_Conditions| Terms and Conditions]]</div>
 +
<div class="plugin">[[Custom_Features#Ticket's_QR_Code| Ticket's QR Code]]</div>
 +
<div class="plugin">[[Custom_Features#Tickets| Tickets]]</div>
 +
<div class="plugin">[[Custom_Features#Tips| Tips]]</div>
 +
<div class="plugin">[[Custom_Features#Vaccination report| Vaccination report]]</div>
 +
<div class="plugin">[[Custom_Features#Visitor_Counter| Visitor Counter]]</div>
 +
<div class="plugin">[[Custom_Features#Waiting_List| Waiting List]]</div>
 +
<div class="plugin">[[Custom_Features#Zapier_Connector| Zapier Connector]]</div>
 +
<br><br><br><br>
  
;How to use
+
=[[Accept deposits custom feature|Accept Deposits]]=
:1. Enable Accept Payments Custom Feature in the Custom Feature section.
+
[[File:Accept deposits icon.png |left]] 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.
[[File:Accept payments enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. To add your payment processor details please go to "Settings" for this feature.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept deposits custom feature|...>]]</span>'''
[[File:Accept payments settings path.png | center]]
 
 
<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.
+
------
[[File:Prcessors block.png | center]]
+
 
 +
=[[Accept payments custom feature |Accept Payments]]=
 +
[[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.
 +
You can accept payments via a variety of payment processors. All the online payments are processed by the payment gateway of your choice and if there is a need to issue a refund to a client it can be done if you are using SBPay.me integration or from the admin account of your payment processor.
 
<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.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept payments custom feature|...>]]</span>'''
::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.
 
:5. Add invoice information to the corresponding block and your clients will receive invoices about any purchase made within your system.
 
[[File:Invoice settings.png| center]]
 
 
<br><br>
 
<br><br>
;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. <br>
 
[[File: Non-paid booking view.png ‎|center]]<br><br>
 
: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). <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>
 
[[File: Approve timeout booking.png ‎|center]]<br><br>
 
  
;What is "Allow delay payment" option
+
=[[Anti-Fraud/Spam Protection Custom Feature|Anti-Fraud/Spam Protection Custom Feature]]=
[[File:Allow delay payment option.png | border | right]]
+
[[File:Booking restriction plugin icon.png|left]] This is an Anti-Fraud/Spam Protection feature. It enables administrators to limit the number of bookings that can be made from the same email, phone, and IP address. The feature provides various options, such as setting the maximum number of bookings, defining the time period in which these bookings can be made, and the ability to block or flag suspected fraudulent activities. This feature helps to prevent fraudulent or spammy bookings and protects the system's integrity, ensuring a smooth and trustworthy booking experience for legitimate customers.
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>
 
;How to change the currency for payments
 
You can change the currency in the settings of  [[Custom_Features#Accept_Payments | Accept payments Custom Feature]]. <br>
 
''Please note'': some payment processors do not support all currencies. Before setting the currency, check if the selected payment processor supports it.
 
<br><br>
 
;How to add tax to services
 
: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:Adding taxes new.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
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Anti-Fraud/Spam Protection Custom Feature|...>]]</span>'''
: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?
 
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 inntegration.
 
 
<br><br>
 
<br><br>
 
-----------
 
-----------
  
=Any Employee Selector=
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=[[Any_Employee_Selector_custom_feature |Any Employee Selector]]=  
<br>
+
[[File:Any employee new icon.png ‎|left]] 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. Or you can also use this Custom Feature to hide employee step on the booking page. or auto allocate any available provider for selected service randomly to simplify the booking process.
[[File:Any employee new icon.png ‎|left]]
 
<br>
 
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.  
 
 
<br><br>
 
<br><br>
 
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Any Employee Selector custom feature|...>]]</span>'''
[[File:Any employee booking page new.png | center]]
 
<br><br>
 
'''You can also use this Custom Feature to:'''
 
*Hide employee step on the booking page.
 
*Auto allocate any available provider for selected service randomly.<br>
 
This way the client only chooses the service and the time so it simplifies the booking process.<br>
 
<br>
 
;How to use
 
:1. Enable "Any Employee selector" custom feature in Custom features section.
 
[[File:Any employee enable path.png | center]]
 
<br><br>
 
:2. Click on "Settings" near it to adjust "Any employee" option title and description to your needs.
 
[[File:Any employee settings path.png | center]]
 
<br><br>
 
:3. If you need to hide providers from the booking site and/or assign them randomly please check the corresponding boxes there.
 
[[File:Any employee settings v3.png | center]]
 
 
<br><br>
 
<br><br>
 
-------
 
-------
  
=API=
+
=[[API_custom_feature |API]]=  
<br>
 
 
[[File:Api new icon.png ‎|left]]
 
[[File:Api new icon.png ‎|left]]
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 [https://simplybook.me/ Simplybook] API with API key.  
+
With the help of this custom feature you can design your own solutions varying from simple widgets to multi-functional applications. <br>
<br>
+
Use it to authorize in [https://simplybook.me/ Simplybook] API with API key.  
 
 
 
 
*[[WordPress plugin]]
 
 
 
*[[Joomla module]]
 
 
 
*[[API| API documentation]]
 
 
 
*[https://simplybook.me/api/explorer API explorer]
 
<br><br>
 
;How to use
 
:1. Navigate to Custom features section using the left-side menu of your admin interface to enable it.
 
[[File:Api enable path.png | center]]
 
<br><br>
 
:2. Click on "Settings" button near it to access the API keys.
 
[[File:Api settings path.png | center]]
 
 
<br><br>
 
<br><br>
:3. (optional) Use "Callback url" option to sync the system if you are doing own development.
+
:::'''Documentation on <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[API| API]]</span>'''
[[File:Api keys v3.png | center]]
 
 
<br><br>
 
<br><br>
 
-------
 
-------
  
=Appointment at Fixed Time=
+
=[[Appointment at Fixed Time custom feature|Appointment at Fixed Time]]=  
<br>
 
 
[[File:Appointment at fixed time new icon.png| left]]  
 
[[File:Appointment at fixed time new icon.png| left]]  
 
 
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).
 
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).
 
<br><br>
 
<br><br>
 
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Appointment at Fixed Time custom feature|...>]]</span>'''
:'''Please note!''' This feature works with "slots" timelines: slots weekly or modern.
 
<br><br>
 
;How to use
 
:1. Open Custom features page in your account and click on "Enable" near Appointment at fixed time option.
 
[[File: Appointment at fixed time enable path.png | center]]
 
<br><br>
 
:2. To set times open "Settings" next to it.
 
[[File: Appointment at fixed time settings path.png | center]]
 
<br><br>
 
: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.
 
[[File: Appointment at fixed time settings v3.png | center]]
 
 
<br><br>
 
<br><br>
 
-------
 
-------
  
=Approve Bookings=
+
=[[Approve Bookings custom feature|Approve Bookings]]=  
<br>
 
 
[[File:Approve booking new icon.png ‎|left]]
 
[[File:Approve booking new icon.png ‎|left]]
 
 
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.  
 
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.  
 
<br><br>
 
<br><br>
 
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Approve Bookings custom feature|...>]]</span>'''
'''Please note!''' <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.''
 
 
 
<br><br>
 
;How to use
 
:1. Enable Approve bookings custom feature in your Custom features section.
 
[[File:Approve bookings enable path.png | center]]
 
<br><br>
 
:2. Navigate to Calendar//Pending bookings to check the bookings waiting for approval and accept or decline them.
 
[[File:Pending bookings path.png|center]]<br><br>
 
[[File:Pending bookings list.png | center]]
 
 
<br><br>
 
<br><br>
 
 
-------
 
-------
  
=Book Soon Notification System=
+
=[[Book Soon Notification System custom feature|Book Soon Notification System]]=  
<br>
 
 
[[File:Book soon new icon.png ‎|left]]
 
[[File:Book soon new icon.png ‎|left]]
 
+
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 appointment. For example, you can compose your own message and send a reminder always 30 days after an appointment.
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.
 
<br><br><br><br>
 
 
 
;How to use
 
:1. Enable this custom feature on your Custom features page.
 
[[File:Book soon enable path.png | center]]
 
<br><br>
 
:2. Go to "Settings" near this option.
 
[[File:Book soon settings path.png | center]]
 
<br><br>
 
:3. In the settings press "Add new".
 
[[File:Book soon create new template.png | center]]
 
<br><br>
 
:4. Configure email and /or sms notifications by writing the subject and the text (you can insert variables in your message).
 
[[File:Book soon settings v3.png | center]]
 
 
<br><br>
 
<br><br>
:5. In the field "Book soon notifications" name this notification to distinguish it from other notifications you may want to create in future.  
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Book Soon Notification System custom feature|...>]]</span>'''
: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).
 
 
<br><br>
 
<br><br>
 
-------
 
-------
  
=Calendar Sync=
+
=[[Calendar Sync custom feature|Calendar Sync]]=  
<br>
 
 
[[File:Calendar sync new icon.png ‎|left]]
 
[[File:Calendar sync new icon.png ‎|left]]
<br>
 
 
Calendar Sync Custom Feature is used for 2-way synchronization with Google and Outlook calendars. You can export bookings from [https://simplybook.me/ SimplyBook] to Google or Outlook calendars and also block times occupied by Google/Outlook Calendar event in your [https://simplybook.me/ SimplyBook] dashboard.
 
Calendar Sync Custom Feature is used for 2-way synchronization with Google and Outlook calendars. You can export bookings from [https://simplybook.me/ SimplyBook] to Google or Outlook calendars and also block times occupied by Google/Outlook Calendar event in your [https://simplybook.me/ SimplyBook] dashboard.
 
<br><br>
 
<br><br>
'''''Please note''''' that this feature works with web calendars only - it will not work with Microsoft Exchange calendars.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Calendar Sync custom feature|...>]]</span>'''
 
<br><br>
 
<br><br>
;How to use
+
----------
:1. Enable Calendar Sync feature in the Custom Feature section.
+
 
[[File:Calendar sync enable path v3.png | center]]
+
=[[Campaign custom feature|Campaign]]=
 +
[[File:Campaign logo.png|100px|left]]
 +
The "Campaign" custom feature is an advanced tool designed for implementing mass marketing strategies and customer engagement across diverse communication channels. It enables companies to create and optimize advertising campaigns, delivering messages in a customer-friendly manner. During campaign creation, users can choose from various message types, such as SMS, emails, and push notifications. You can manually select clients, choose all clients at once, or send campaign messages to clients under specific tags using the Tags feature. This flexibility allows you to tailor communication strategies to the specific needs and preferences of your target audience.
 
<br><br>
 
<br><br>
:2. Click on "Settings" near this option.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Campaign custom feature|...>]]</span>'''
[[File:Calendar sync settings path v3.png | center]]
 
 
<br><br>
 
<br><br>
:3. Click on "Connect new calendar" and connect Google or Outlook account.
 
<br>
 
[[File:Calendar sync- connect calendar.png | center]]
 
<br><br>
 
: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 [https://simplybook.me/ simplybook] dashboard occupied by Google/Outlook Calendar events.
 
<br>
 
<br>
 
[[File:Connected providers to calendar.png | center]]
 
<br>
 
<br>
 
<br>
 
'''''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.
 
<br>
 
If you need to accept more than one booking at a time for your provider please uncheck "sync busy time" box.
 
<br>
 
<br>
 
: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).
 
<br>
 
[[File:Blocked time from external calendar event.png| center]]
 
<br><br>
 
'''''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.
 
<br><br>
 
;[https://simplybook.me/ 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.<br>
 
''Example from Google calendar:''
 
[[File:Busy in google calendar750.png| center]]
 
<br><br>
 
''Example from Outlook calendar:''
 
<br>
 
[[File: Outlook busy.png | center]]
 
<br><br>
 
;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.
 
<br><br>
 
 
 
----------
 
----------
=Cancellation Policy=
+
=[[Cancellation Policy custom feature|Cancellation Policy]]=
<br>
 
 
[[File:Cancelation policy new icon.png |left]]
 
[[File:Cancelation policy new icon.png |left]]
 
+
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.
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>
 
 
 
 
 
;How to use
 
:1. Enable Cancellation policy fature on your Custom Features page.
 
[[File:Cancellation policy enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. Click on "Settings" near this option.
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
[[File: Cancellation policy settings path.png | center]]
 
 
<br><br>
 
<br><br>
:3. Add your text to the corresponding field and select the period when bookings can be canceled<br>
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Cancellation Policy custom feature|...>]]</span>'''
:(you can use HTML tags there to format the text to your needs).
 
[[File:Cancellation policy settings v3.png | center]]
 
 
<br><br>
 
<br><br>
 
------
 
------
=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.
+
=[[Classes_custom_feature |Classes]]=
<br>
+
[[File:Classes.png | left]]  
To enable this option please go to Custom features page, select “Booking related” section and click on “Enable” near “Classes” feature.
+
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 enable path.png | center]]
 
 
<br><br>
 
<br><br>
Please check more detailed instructions how to create classes [[Classes_custom_feature |here]].
+
Video tutorial available [[File:Youtube-Logo.png|link=https://youtu.be/xXXl2pWy4BM]]
 
<br><br>
 
<br><br>
And video tutorial how to sell membership related classes [https://vimeo.com/236888588 here]
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Classes_custom_feature|...>]]</span>'''
 
<br><br>
 
<br><br>
 
------
 
------
  
=Clean History=
+
=[[Clean History custom feature|Clean History]]=  
<br>
 
 
[[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! It works and deletes selected bookings till you turn this feature off.
Use this Custom Feature to clean all old bookings from the system. You can set when the bookings should be deleted and then the Custom Feature will take care of never having older bookings on record than according to your definition. Please use with care as we can not get deleted bookings back for you!
 
<br><br><br>
 
;How to use
 
:1. Enable this feature in your Custom features section.
 
[[File:Clean history enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. Choose "Settings" near this option to set your preferences.
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
[[File:Clean history settings path.png | center]]
 
 
<br><br>
 
<br><br>
:3. Set the time when the bookings should be deleted.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Clean History custom feature|...>]]</span>'''
[[File:Clean history settings v3.png | center]]  
 
 
<br><br>
 
<br><br>
 
-------
 
-------
  
 +
=[[Client_Fields_Custom_Feature|Client Fields]]=
 +
[[File:Client field icon.png|left]]
 +
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>
 +
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client Fields Custom Feature|...>]]</span>'''
 +
<br><br>
 +
-------
  
=Client Login=
+
=[[Client Login custom feature|Client Login]]=  
<br>
 
 
[[File:Client login new icon.png| left]]
 
[[File:Client login new icon.png| left]]
 
 
Use this Custom Feature to allow clients to register online, quickly make bookings and see their booking history. You can block and unblock clients from making bookings on your booking page and also turn off or on the ability for clients to register an account. If you close for client registrations, only clients you have registered and granted access can make bookings.
 
Use this Custom Feature to allow clients to register online, quickly make bookings and see their booking history. You can block and unblock clients from making bookings on your booking page and also turn off or on the ability for clients to register an account. If you close for client registrations, only clients you have registered and granted access can make bookings.
 
<br><br>
 
<br><br>
 +
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client Login custom feature|>]]</span>'''
 +
<br><br>
 +
-------
  
;How to use
+
=[[Client mobile app|Client Mobile App]]=
 
+
[[File:Pwa icon.png|left]]
:1. Enable this option on your custom Features page.
+
Let your clients download your own personalised client app. With the app on their mobile they can easily book, [[Client_Rescheduling_custom_feature|reschedule]], purchase [[Packages_custom_feature|packages]],[[Membership_custom_feature|memberships]] and [[Coupons_and_Gift_Cards_custom_feature|gift cards]] as well as access your business directly from their phones.
[[File:Client login enable path.png | center]]
+
The Client app is available for all paying SimplyBook.me users who use [[Client_Login_custom_feature|Client Login]], and if you have a premium subscription you can personalise it with your own logo and brand color. Ask your clients to go to your booking website on a mobile device, and from there they will be invited to download the app on their mobile.<br>
 +
It's as simple as that!
 
<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.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client mobile app|>]]</span>'''
[[File: Client login settings path.png | center]]
 
<br>
 
[[File: Client login settings v3.png | center]]
 
<br>
 
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.
 
[[File:Disable sign up on site.png | center]]
 
 
<br><br>
 
<br><br>
To '''block/unblock some clients''' from booking please go to Manage//Clients and click on “Block” or “Unblock” buttons there.
+
-------
 +
 
 +
=[[Client Rescheduling custom feature|Client Rescheduling]]=
 +
[[File:Reschedule booking icon.png|left]]
 +
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>
 
<br><br>
[[File:Block or unblock clients.png | center]]
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client Rescheduling custom feature|>]]</span>'''
<br>
 
'''Please note!''' If you block the client he/she will not receive information about your [[Custom_Features#Simply_Smart_Promotions | promotions]] as well.
 
<br><br>
 
If you need to '''merge clients''' please follow these instructions:.
 
<br>
 
:1) Go to Manage//Clients, and click on "Merge clients" at the top.
 
<br>
 
[[File:Merge clients path.png | center]]
 
<br><br>
 
:2) Then check the boxes with necessary clients and click on "Merge"
 
[[File:Merging clients.png |center]]
 
<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.
 
 
<br><br>
 
<br><br>
 
-------
 
-------
  
=Contact Widget=
+
=[[Contact Widget custom feature|Contact Widget]]=
<br>
 
 
[[File:Contact widget new icon.png ‎|left]]
 
[[File:Contact widget new icon.png ‎|left]]
 
+
Enable this Custom Feature if you need to add Book and Contact widget to your own website or simply add a contact form to the booking 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.
Enable this Custom Feature if you need to add Book and Contact widget to your own website. With this Custom Feature, your clients will be able to book directly from your website and also send you a contact with detailed information.
 
<br><br><br>
 
;How to use
 
:1. To switch this option on please click on "Enable" near the corresponding option on your Custom features page.
 
[[File:Contact widget enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. Please choose "Settings" to set up the look of the widget and generate the necessary code.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Contact Widget custom feature|>]]</span>'''
[[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]]
+
-------
 +
 
 +
=[[Coupons and Gift Cards custom feature | Coupons & Gift Cards]]=
 +
[[File:Coupons and gift cards icon.png| left]]
 +
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><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.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Coupons and Gift Cards custom feature|>]]</span>'''
[[File:Contact messages path.png | center]]
 
 
<br><br>
 
<br><br>
 
-------
 
-------
  
 
+
=[[Custom CSS custom feature|Custom CSS]]=  
=Custom CSS=
 
<br>
 
 
[[File:Custom css new icon.png ‎|left]]
 
[[File:Custom css new icon.png ‎|left]]
 
 
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>
 
<br><br>
;How to use
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
:1. Enable this option on your Custom Features page.
 
[[File:Custom css enable path.png | center]]
 
<br><br>
 
:2. Click on "Settings" near this feature.
 
[[File:Custom css settings path.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>
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom CSS custom feature|>]]</span>'''
:or "Widget CSS" if you are editing widget on your website.
 
[[File:Custom css settings v3.png | center]]
 
<br><br>
 
'''[[Remove_Elements_from_booking_page#Removing_with_Custom_CSS| See most common requests how to remove elements with CSS here (phone, email fields, social tabs, our time, etc)]]'''
 
 
<br><br>
 
<br><br>
 +
-------
  
-------
+
=[[Custom Domain custom feature|Custom Domain]]=
=Custom Domain=
 
<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>
 
;How to use
 
:1. Enable this feature per one-time payment on your Custom features page.
 
[[File:Custom domain enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. Go to its "Settings" by selecting the corresponding option.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom Domain custom feature|>]]</span>'''
[[File:Custom domain settings path.png | center]]
 
 
<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.
+
------
[[File: Custom domain settings v3.png | center]]
+
 
 +
=[[Custom Email custom feature|Custom Email]]=
 +
[[File:Custom email logo.png|left]]
 +
Would you like to send your clients and staff attractive email notifications with own customizable branding, links, buttons, and many other options? Enabling this custom feature gives you access to the HTML editor where you can easily drag and drop various content blocks, add images, text, contact details, etc. Please just mind that the booking or purchase related content, as well as adding of the corresponding variables is to be edited either in Settings -> Email and SMS settings if you are using common appointent notification templates, or in the specific custom feature settings in case you have customized notifications.
 
<br><br>
 
<br><br>
:After A-records are set enter domain name you wish to use in its settings and save.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom Email custom feature|>]]</span>'''
<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.
 
<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=
+
 
 +
=[[Custom Page custom feature|Custom Page]]=  
 
[[File:Static page.png | left]]
 
[[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.
 
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>
 
<br><br>
 
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom Page custom feature|>]]</span>'''
 
 
:'''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>
 
<br><br>
 
--------
 
--------
  
 
+
=[[Daily Report custom feature|Daily Report]]=  
=Daily Report=
 
<br>
 
 
[[File:Daily report new icon.png ‎|left]]
 
[[File:Daily report new icon.png ‎|left]]
 
 
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.
 
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.
 
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.
 
<br><br>
 
<br><br>
;How to use
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Daily Report custom feature|>]]</span>'''
:1. Enable this feature on your Custom Features page.
 
[[File: Daily report enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. Click on "Settings" near it to manage the available options.
+
-------
[[File:Daily report settings path.png | center]]
+
 
 +
=[[Display Remaining Spaces|Display Remaining Spaces]]=
 +
[[File:Seats left icon.png|left]]
 +
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.
 
<br><br>
 
<br><br>
:3. Adjust the preferences and save.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Display Remaining Spaces|>]]</span>'''
[[File:Daily report settings v3.png | center]]
 
<br><br>
 
The system will send the corresponding report to your company email address that you have indicated in Settings//Company information//Basic information.
 
 
<br><br>
 
<br><br>
 
-------
 
-------
=Facebook Bot=
 
<br>
 
[[File:Facebook bot logo.png |left]]
 
  
 
+
=[[External Booking Validator custom feature|External Booking Validator]]=
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.
+
[[File:External booking validator icon.png|left]]
 +
You can validate bookings through the use of an external script. The script can check variables from the booking, and only if conditions fulfilled, the booking is processed. Additionally the validation script can bring back information that can be injected into intake form variables.<br><br>
 +
<br><br>
 +
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[External Booking Validator custom feature|>]]</span>'''
 
<br><br>
 
<br><br>
'''Please note!''' Facebook bot provides only basic functionality, so for example payments, client login, memberships, approve bookings, etc are not working there.<br>
+
-------
Contact support for more details. <br><br>
 
;How to use
 
  
:1. Enable "Facebook Bot" Custom feature on your Custom Features page
+
=[[Facebook and Instagram Bookings|Facebook and Instagram Bookings]]=
[[File:Facebook bot enable path.png | center]]
+
[[File:Facebook business icon.png|left]]  
 +
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>
:2. Choose "Settings" near it to see basic instructions.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Facebook and Instagram Bookings|>]]</span>'''
[[File:Facebook bot settings path v3.png | center]]
 
 
<br><br>
 
<br><br>
:3. Log into the [https://developers.facebook.com/ Facebook Developer Console].
+
-------
[[File: Facebook developer console login new.png | center]]
+
 
 +
=[[Facebook Client Info custom feature|Facebook Client Info]]=
 +
[[File:Facebook client info new icon.png |left]]
 +
The Facebook Custom Feature will simplify your life and your customer's life. They can log in and make appointments with their Facebook profile. You can thereby also see their Facebook profile photo in the dashboard, allowing you to recognise them when they walk through the door. Please note, that services may be visible on his/her timeline.
 
<br><br>
 
<br><br>
:4. Click on My Apps in the upper right-hand corner and choose to "Add a New App"
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Facebook Client Info custom feature|>]]</span>'''
[[File:Facebook developer console create new app.png | center]]
 
 
<br><br>
 
<br><br>
:5. Enter a name and contact email address and click on "Create App ID".
+
-------
[[File:App id.png | center]]
+
 
<br><br>
+
=[[Facebook_Pixel_Custom_Feature|Facebook Pixel]]=
:6. On the next page, click the "Set Up" button for the Messenger option.
+
[[File:Tracking icon.png|left]]
[[File:Select messenger.png | center]]
+
Manage analytics for your booking website with Facebook Pixel
<br><br>
 
:7. Under the Token Generation section, choose one of your Facebook pages.
 
[[File:Token settings new.png | center]]
 
<br><br>
 
:8. This will generate a Page Access Token. Enter it in Simplybook.me Facebook bot settings.
 
[[File:Facebook bot settings v3.png | center]]
 
<br><br>
 
:9. Click the Setup Webhooks button under the Webhooks section and enter Callback URL and Verify token.
 
[[File:Webhooks.png | center]]
 
<br><br>
 
:10. Check the messages and messaging_postbacks options under Subscription Fields.
 
[[File:Screenshot from 2018-02-01 17-21-16.png | center]]
 
<br><br>
 
:11. Click the Verify and Save button.
 
:12. Scroll to “App Review for Messenger” block, select the first option “pages_messaging”, add it to submisson,<br>
 
: then choose "Add details" and fill in the fields as on the following image on the pop-up that appears.
 
[[File:Review settings.png | center]]
 
<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.
 
[[File:Facebook basic settings.png | 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.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Facebook Pixel Custom Feature|>]]</span>'''
 
<br><br>
 
<br><br>
 
-------
 
-------
  
=Facebook Client Info=
+
=[[File Uploader - Google Drive custom feature|File Uploader - Google Drive]]=  
<br>
+
[[File:Cloud storage icon.png|left]]
[[File:Facebook client info new icon.png |left]]
+
Enable this custom feature to allow your clients to upload signed documents or other information directly to your Google drive account.
 
 
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.
 
<br><br>
 
;How to use
 
:1. Enable this option on your Custom features page.
 
[[File:Facebook client info enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. And the clients will be able to log in with their Facebook profiles on the booking site.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[File Uploader - Google Drive custom feature|>]]</span>'''
[[File:Facebook client info client view.png | center]]
 
[[File:Facebook client info client view logged.png | center]]
 
 
<br><br>
 
<br><br>
 
-------
 
-------
  
=Flexible Notifications=
+
=[[Flexible Notifications custom feature|Flexible Notifications]]=
<br>
 
 
[[File:Flexible notifications new icon.png| left]]
 
[[File:Flexible notifications new icon.png| left]]
 
 
The Flexible Notifications Custom Feature allows you to customize messages per service, per provider or using a combination of services and providers. It means that certain service can have a message different from the general outgoing reminder message for other services. A certain provider may also want to include different instructions for clients who book a certain service. The Flexible Notifications Custom Feature gives you all the flexibility that you may need in such instances!
 
The Flexible Notifications Custom Feature allows you to customize messages per service, per provider or using a combination of services and providers. It means that certain service can have a message different from the general outgoing reminder message for other services. A certain provider may also want to include different instructions for clients who book a certain service. The Flexible Notifications Custom Feature gives you all the flexibility that you may need in such instances!
 
<br><br>
 
<br><br>
 
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Flexible Notifications custom feature|>]]</span>'''
;How to use
 
:1. Go to Custom Features//Booking related section and find Flexible Notifications Custom Feature//press "enable".
 
[[File:Flexible notifications enable path.png | center]]
 
<br><br>
 
:2. Click on "Settings" near this feature.
 
[[File:Flexible notifications settings path.png | center]]
 
<br><br>
 
:3. On the page you see press "new flexible template settings".
 
[[File:Flexible notifications create new template.png| center]]
 
<br><br>
 
:4. In the new template select services to apply to bookings and/or select providers to apply to bookings. Then select notification type to add/change template and edit the text. Please use variables on the right to include to your templates if necessary.
 
[[File:Flexible template creation.png | center]]
 
 
<br><br>
 
<br><br>
 
-------
 
-------
  
=Google Adwords and Analytics=
+
=[[Google AdWords and Analytics custom feature|Google Adwords and Analytics]]=
<br>
 
 
[[File:Google analytics new icon.png‎ ‎|left]]
 
[[File:Google analytics new icon.png‎ ‎|left]]
 
 
Use the Google Analytics Custom Feature to see how many customers visit your site both on an everyday basis and during promotion campaigns. Use the adwords analytics to count how many actually book after clicking an adwords advertisement.
 
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>
 
;How to use
 
:1. Enable "Google Adwords and Analytics" feature on your Custom Features page.
 
[[File:Google analytics enable path.png | center]]
 
<br><br>
 
:2. Choose "Settings"
 
[[File:Google analytics settings path.png | center]]
 
<br><br>
 
:3. Fill in the boxes with the corresponding information.
 
[[File:Google analytics settings v3.png | center]]
 
 
<br><br>
 
<br><br>
;Where to find the details
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Google AdWords and Analytics custom feature|>]]</span>'''
: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>
 
: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>
 
:To start tracking visitors, you only need to set your analytics account id. <br><br>
 
However '''to track results of an adwords campaign''' you need to set up an adwords campaign conversion id and insert this id into the SimplyBook.me Custom Feature.
 
:1. Sign in to your AdWords account at https://adwords.google.com.
 
:2. Click Tools
 
:3. Select Conversions.
 
:4. Click + to create conversions and Select Website conversions.
 
:5. Set it up, and Save.
 
:6. When you save, you will see a code like:
 
 
 
<!-- Google Code for test-simply Conversion Page -->
 
<code>
 
<script type="text/javascript">
 
 
 
/* <![CDATA[ */
 
 
 
var google_conversion_id = '''1020314917'''; </code>    <-----  This line shows the conversion code to insert into the Custom Feature settings.<br>
 
<code>
 
var google_conversion_language = "en";
 
 
 
var google_conversion_format = "3";
 
 
 
var google_conversion_color = "ffffff";
 
 
 
var google_conversion_label = "O0bzCMrgj2sQpYrD5gM";
 
 
 
var google_remarketing_only = false;
 
 
 
/* ]]> */
 
</code>
 
<br>
 
:7. Use these details to add to the corresponding fields of this custom feature settings.
 
<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>
 
<br><br>
 
-------
 
-------
=Google Authenticator=
 
<br>
 
  
[[File:Google authenticator.png |left]] <br> Add security to your account. You can use a 2-step authentication when logging into your account preventing unauthorized access. Upon entering password, you'll be asked to insert 6-digit login code from your Google authenticator or a 3rd party app.<br>
+
=[[Google Authenticator custom feature|Google Authenticator]]=
 +
[[File:Google authenticator.png |left]]  
 +
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>
 
<br><br>
:'''Please note!''' In case you have this feature enabled our support agents will not be able to access your account settings.
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
:As well it will not be possible to connect the account to [[Zapier_integration | Zapier]].
 
<br>
 
 
 
'''How to use it as admin user'''
 
<br>
 
:1. Open “Custom features” page using left-side menu of your admin interface and find “Data Protection” section. Just click on “Enable” near “Google authenticator”
 
[[File:Google authenticator enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. To set 2-step authentication please go to Manage//Users using left-side menu or click on “Settings”//”Set up 2-step authentication” near this custom feature.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Google Authenticator custom feature|>]]</span>'''
[[File:Google authenticator settings path.png | center]]
 
 
<br><br>
 
<br><br>
:3. On Manage//Users page click on “+” and create all desired system users to be able to connect each to 2-step authentication.
+
---------
[[File:Create users.png | center]]
+
 
<br><br>
+
=[[Google_Business_custom_feature|Google Business]]=
: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.
+
[[File:Google business icon.png | left]]
[[File: Ga application links.png | center]]
+
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.
<br><br>
 
:5. In the same section scan QR-code with Google Authenticator application on your smartphone, enter the code you see in the app and click on "Connect" button.
 
[[File:Connect ga to user v3.png | center]]
 
 
<br><br>
 
<br><br>
:6. All done! This user can now log in in more secure way!
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 
<br><br>
 
<br><br>
:Login process will look like as follows:
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Google Business custom feature|>]]</span>'''
:- open Simplybook.me site or direct link as companyname.simplybook.me<br>
 
:- fill in all necessary details and password<br>
 
:- enter 6-digits code from Google Authenticator feature
 
[[File:2-step authentication pop-up.png | center]]
 
 
<br><br>
 
<br><br>
  
 
+
===[[Google_Business_custom_feature#Reserve_with_Google|Reserve with Google]]===
''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.''
+
::Add a “Book online” button to your Google Business listing. Allow your clients to find you easily on Google and book your services right there via Google Search, Google Maps or Google Assistant, powered by the SimplyBook.me booking system.
[[File:Allow to log in without 2step auth.png | center]]
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Google_Business_custom_feature#Reserve_with_Google|>]]</span>'''
 
<br><br>
 
<br><br>
 +
---------
  
 
+
=[[Google Reviews custom feature|Google Reviews]]=
'''How to connect Google Authenticator if you are a user'''
+
[[File:Google reviews icon.png|left]] Do you have numerous company reviews and a great rating on Google and wish to share the results on your booking website? Enable Google reviews custom feature to set it up at one simple step and attract even more customers to your services!
<br>
 
: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.
 
[[File:Connect ga as user v3 get the app.png | center]]
 
 
<br><br>
 
<br><br>
:3. Click on “Connect/Change” link, scan the code, enter the code you get and save settings.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Google Reviews custom feature|>]]</span>'''
[[File:Connect ga as user v3.png | center]]
 
<br><br>
 
:4. From now you will login in more secure way!
 
<br><br>
 
:Login process will look like as follows:
 
:- open Simplybook.me site or direct link as https://companyname.simplybook.me<br>
 
:- fill in all necessary details and password<br>
 
:- enter 6-digits code from Google Authenticator feature
 
 
<br><br>
 
<br><br>
 +
 
---------
 
---------
=Google Tag Manager=
 
  
[[File:Google tag manager icon.png | left]] <br>This feature allows to manage tracking and marketing optimization JavaScript tags on your site. You can add and update AdWords, Google Analytics, Floodlight, and non-Google tags.
+
=[[Google Tag Manager custom feature|Google Tag Manager]]=
 +
[[File:Google tag manager icon.png | left]]
 +
This feature allows to manage tracking and marketing optimization JavaScript tags on your site. You can add and update AdWords, Google Analytics, Floodlight, and non-Google tags.
 
<br><br>
 
<br><br>
;How to use
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Google Tag Manager custom feature|>]]</span>'''
:1. Enable Google Tag Manager custom feature in your Custom features section.
 
[[File:Google tag manager enable path.png | center]]
 
<br><br>
 
:2. Sign up for a [https://tagmanager.google.com/#/home Google tag manager site]
 
<br>
 
:3.  Create a new container and set it up.
 
<br>
 
:4.  Click on “Settings” near Google Tag manager on simplybook.me custom features page.
 
[[File:Google tag manager settings path.png | center]]
 
<br><br>
 
:5. Insert the container ID on the page you see.
 
[[File:Google tag manager settings v3.png | center]]
 
 
<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.
+
=[[Google Translate custom feature|Google Translate]]=  
<br><br>
+
[[File:Google translate.png | left]]  
;How to use
+
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.
: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>
 
<br><br>
:3. Check the boxes with languages you wish your clients to be able to choose on the booking website.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Google Translate custom feature|>]]</span>'''
[[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>
 
<br><br>
 
--------
 
--------
  
 
+
=[[Group Bookings custom feature|Group Bookings]]=
 
 
 
 
=Group Bookings=
 
<br>
 
 
[[File:Group booking new icon.png ‎|left]]
 
[[File:Group booking new icon.png ‎|left]]
 
 
Group bookings is useful when you need your customers to be able to book appointment or reservation for many individuals at the same time. This Custom Feature creates a selection menu with the number of participants in the group. With this Custom Feature you can also use [[Custom_Features#Accept_Payments | payment custom feature]] at the same time so that the total payment for all participants will be paid in one payment at time of check-out even though only the group leader/organizer is registered. If you are using [[Custom_Features#Products_for_Sale | Products for Sale]] or [[Custom_Features#Service_Add-ons | Service Add-Ons]] features, number of items will also be multiplied to the number of participants selected.
 
Group bookings is useful when you need your customers to be able to book appointment or reservation for many individuals at the same time. This Custom Feature creates a selection menu with the number of participants in the group. With this Custom Feature you can also use [[Custom_Features#Accept_Payments | payment custom feature]] at the same time so that the total payment for all participants will be paid in one payment at time of check-out even though only the group leader/organizer is registered. If you are using [[Custom_Features#Products_for_Sale | Products for Sale]] or [[Custom_Features#Service_Add-ons | Service Add-Ons]] features, number of items will also be multiplied to the number of participants selected.
 
<br><br>
 
<br><br>
 
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Group Bookings custom feature|>]]</span>'''
;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.
 
[[File:Number of clients per provider.png | center]]
 
<br><br>
 
:2. Activate Group Bookings custom feature on your Custom features page
 
[[File:Group bookings enable path.png | center]]
 
<br><br>
 
:3. Go to its settings("Notifications" button)
 
[[File:Group bookings settings path.png | center]]
 
<br><br>
 
:4. Here you can specify how many people can be booked in same booking, by same client and edit notification templates related to this feature.
 
[[File:Group bookings settings v3.png | center]]
 
 
<br><br>
 
<br><br>
'''How will it look like on the booking page:'''
 
<br>
 
:The clients will be able to use the arrows to choose the number of participants(the look ay differ depending on the theme you have).
 
[[File:Group bookings client view.png ‎| center]]
 
<br clear=all/>
 
 
 
-------
 
-------
  
=HIPAA=
+
=[[HIPAA custom feature|HIPAA]]=
<br>
 
 
[[File:Hipaa new icon.png ‎|left]]
 
[[File:Hipaa new icon.png ‎|left]]
<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>
Available with Standard and Premium(former Gold and Platinum) subscriptions.
 
<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 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.
 
<br><br>
 
;How to use
 
:1. Enable HIPAA features on your Custom Features page.
 
:''When you enable this feature [[Custom_Features#SSL| SSL custom feature]] and [[Custom_Features#Google_Authenticator | Google Authenticator]] will be enabled as well to add security to client side.''
 
[[File:Hipaa enable path.png | center]]
 
<br><br>
 
:2. Go to its settings to set timeout period and email address to be notified about new log ins.
 
[[File:Hipaa settings path.png | center]]
 
<br><br>
 
[[File:Hipaa settings v3.png | center]]
 
<br><br>
 
:3. Validate main admin phone number.
 
<br><br>
 
;How to validate phone number
 
 
 
:1. After you enabled HIPAA Custom Feature press "validate admin phone number" in alert message you see at the top of your admin page.
 
 
 
:2. You will be transferred to Manage//Users page. Select main admin user, insert the phone and press "Generate a check-code to validate phone".
 
[[File:Hipaa validate phone v3.png | center]]
 
<br><br>
 
:3. You will receive sms with the code, enter the code into the "Validation code" field and press "Confirm the check-code".
 
[[File:Hipaa confirm code.png|center]]
 
 
<br><br>
 
<br><br>
:4. Get a success message that the code is confirmed.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[HIPAA custom feature|>]]</span>'''
[[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>
 
 
 
 
-------
 
-------
  
=HTML Description Field for Events=
+
=[[HTML Description Field for Events custom feature|HTML Description Field for Events]]=
<br>
 
 
[[File:Html description new icon.png  ‎|left]]
 
[[File:Html description new icon.png  ‎|left]]
 
 
Allows inserting HTML formatting (background and font color, bold, italic, underline, alignment and other HTML elements) for Service, Service Providers, Locations and Categories description fields.
 
Allows inserting HTML formatting (background and font color, bold, italic, underline, alignment and other HTML elements) for Service, Service Providers, Locations and Categories description fields.
<br><br><br>
 
;How to use
 
:1. Enable this functionalitty on your Custom Features page.
 
[[File:Html description filed enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. Go to Manage section using left-side menu and select Services/Providers/Classes/Memberships/Products for sale depending on which item do you wish to add/edit description to. <br>
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
:Select the item and the first tab with name and details. <br>
+
<br><br>
:Edit description and save settings
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[HTML Description Field for Events custom feature|>]]</span>'''
[[File:Html description field settings.png | center]]
 
 
<br><br>
 
<br><br>
 
 
--------
 
--------
  
=Import Clients=
+
=[[Import Clients custom feature|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><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.  
:'''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>
 
:'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).
 
 
<br><br>
 
<br><br>
'''How to use this option:'''
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
:1. Enable "Import Clients" custom feature on your Custom features page:
 
[[File:Import clients enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. Prepare your Excel file.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Import Clients custom feature|>]]</span>'''
:- 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.
 
<br><br>
 
:3. Go to Manage//Clients//Import from CSV.
 
[[ File:Import clients file upload path.png | center]]
 
<br><br>
 
:4. Press "Choose file" and select the prepared file.
 
[[File:Import clients file upload step1.png | center]]
 
<br><br>
 
:5. Assign values to the columns from drop-down lists in the upper bar (above each column, marked with black arrows). Assign "name", "email" and "phone".
 
[[File: Import clients assigning column headers.png | center]]
 
<br><br>
 
: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.''
 
<br><br>
 
;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/>
 
: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.
 
 
<br><br>
 
<br><br>
 
--------
 
--------
  
=Insights=
+
=[[Insights custom feature|Insights]]=
<br>
 
 
[[File:Insights new icon.png ‎|left]]
 
[[File:Insights new icon.png ‎|left]]
 
+
This Custom Feature creates a variety of charts with key performance indicators in your new financial dashboard.<br>
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
 
Providers availability, total bookings, payment per provider etc
<br><br><br>
 
;How to use
 
:1. Enable Insights on your Custom features page.
 
[[File:Insights enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. Navigate to Dashboard or Reports//Insights to check the graphs and charts.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Insights custom feature|>]]</span>'''
[[File:Dashboard chart example.png  | center]]
 
 
<br><br>
 
<br><br>
 
-------
 
-------
=Instagram Photo Sharing=
+
 
<br>
+
=[[Instagram Photo Sharing custom feature|Instagram Photo Sharing]]=  
[[File:Social gallery.png | left]]<br>
+
[[File:Social gallery.png | left]]
 
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.
 
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:'''
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Instagram Photo Sharing custom feature|>]]</span>'''
<br>
 
:1. To enable this custom feature please go to Custom features page and click on “Enable” near “Instagram photo sharing” option.
 
[[File:Instagram photo sharing enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. Then please choose “Settings” near this custom feature
+
-------
[[File:Instagram photo sharing settings path.png | center]]
 
<br><br>
 
:3. You will get to the page where you will be able to connect your Instagram account.
 
:Just click on “Authorization”, fill in your Instagram username and password.<br>
 
[[File:Instagram photo sharing settings v3.png| center ]] [[File:Instagram login.png | center]]
 
<br><br>
 
You have it set now and your Instagram images will be displayed on separate tab on the booking site.
 
[[File:Instagram on booking page.png | center]]
 
  
 +
=[[Intake Forms custom feature|Intake Forms]]=
 +
[[File:Additional field new icon.png ‎|left]]
 +
Intake Forms Custom Feature allows you to request more information from your clients during the booking process. You can ask several questions and they can be answered in many types of fields, such as text lines, drop-downs, text boxes etc.
 
<br><br>
 
<br><br>
'''Please note!'''
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Intake Forms custom feature|>]]</span>'''
<br><br>
 
- When you add images to your Instagram they will be updated on the booking page within an hour. <br>If you wish it to happen sooner please click on “Refresh now” on this custom feature “Settings” page.
 
[[File: Instagram photo sharing settings v3 refresh.png | center]]
 
<br><br>
 
- If Instagram post consists of several images/photos only first one will be displayed on the booking site.<br>
 
- Unfortunately currently videos cannot be played and will look like an image.
 
 
<br><br>
 
<br><br>
 
-------
 
-------
  
=Intake Forms=
+
=[[Kiosk custom feature|Kiosk]]=
<br>
+
[[File:Kiosk.png |left]]
[[File:Additional field new icon.png |left]]
+
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>
<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.
Intake Forms Custom Feature allows you to request more information from your clients on the booking page. You can ask several questions and they can be answered in many types of fields, such as text lines, drop-downs, text boxes etc.
 
<br>
 
 
 
 
 
;How to use
 
:1. Enable Intake Forms Custom Feature in the Custom Feature section//Adding more to the booking page.
 
[[File:Intake forms enable path.png | center]]
 
<br><br>
 
:2. Go to its settings or to Manage//Intake forms page.
 
[[File:Intake forms settings path.png | center]]
 
<br><br>
 
:3. Press "+" button in the settings of Custom Feature to create a new form.
 
[[File:Create new intake form v3.png | center]]
 
<br><br>
 
:4. In the field "Question title" write the question you want your clients to answer. For example: Age, preferences, Do you have any health problems?, etc.
 
:5. Choose the field type:
 
:'''digits only''' - allows entering only numbers. Useful when you need to know the age, height or any other information that will require only digits.
 
:'''single line''' - usually used for short answers
 
:'''multiple lines''' - use this type of filed if you expect lengthy explanations from your clients
 
:'''checkbox''' - creates a checkbox that clients should either check or leave unchecked. Useful for questions that require binary answer, for example "I will need additional services".
 
:'''dropdown selection''' - creates a drop-down list with the ability to choose only 1 option. In order to create this field, you will need to create a list of values in the section "Dropdown options and default option". Also you can select the Default value that will be assigned if nothing is chosen from the list.
 
[[File:Intake form types.png ‎|center]]
 
<br><br>
 
:6. Make it rather obligatory or not with the help of "optional" switcher.
 
:7. If you wish to relate form with certain services, choose "Services, attached to this field" tab and check the boxes near corresponding services.
 
[[File:Attach intake form to services.png| center]]
 
 
<br><br>
 
<br><br>
:8. If you want to include intake form information to email templates, find the intake forms variables and add them to templates in Configuration//General Settings//Email and SMS settings//Templates.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Kiosk custom feature|>]]</span>'''
[[File:Add intake form variable to template.png | center]]
 
 
<br><br>
 
<br><br>
 
 
-------
 
-------
  
=Limit Bookings=
+
=[[Limit Bookings custom feature|Limit Bookings]]=
<br>
 
 
[[File:Limit bookings new icon.png ‎|left]]
 
[[File:Limit bookings new icon.png ‎|left]]
 
+
This Custom Feature allows you to restrict booking quantity which can be booked at the same time. This Custom Feature is useful when your services require additional things like dental chair or room in the studio etc. (Another way to restrict the number of bookings due to the limted resources is to use [[Related_Resources_custom_feature|Related Resources]] feature instead). 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>
 
<pre>For example, you have 2 providers and 1 room and both of your providers are available at 10.00.
 
Each of providers is set up to serve 1 person at a time and totally, 2 people can book service at 10.00.
 
But you need to limit that number to 1 person, because only 1 room is available.
 
You need to enable Limit Bookings Custom Feature and set it to 1.
 
In such way, when someone books 10.00, this time will be closed for another provider.</pre>
 
 
<br><br>
 
<br><br>
;How to use
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Limit Bookings custom feature|>]]</span>'''
:1. Enable this custom feature on your Custom Features page.
 
[[File:Limit bookings enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. Go to its settings if you need to limit number of bookings at a time for the whole system.
+
-------
[[File:Limit bookings settings path.png | center]]
+
 
<br><br>
+
=[[Line bot custom feature|Line Bot]]=
:3. Indicate the necessary amount in the corresponding box.
+
[[File:Line bot.png | left]]
[[File:Limit bookings system limit v3.png | center]]
+
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 [https://simplybook.me/ SimplyBook.me] and guides your client throughout the booking process.
 
<br><br>
 
<br><br>
:4. If you need to set the limit for certain service please navigate to Manage//Services(Classes) page, choose More options tab and set the desired number per service.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;”>[[Line bot custom feature|>]]</span>'''
[[File:Limit bookings per service v3.png | center]]
 
 
<br><br>
 
<br><br>
 
 
 
-------
 
-------
  
 
+
=[[LINE LIFF Custom Feature|LINE LIFF]]=
=Membership=
+
[[File:Line liff icon.png|100px|left]]
<br>
+
The integration of LINE LIFF with SimplyBook.me presents a powerful opportunity for businesses to elevate their appointment booking process and customer engagement. By offering a seamless and efficient experience directly within the Line messaging app, businesses can attract and retain customers, streamline their operations, and stay ahead in the competitive market.
[[File:Membership new icon.png | left]]
+
<br><br>
 
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[LINE LIFF Custom Feature|...>]]</span>'''
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.
 
[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>
[https://www.youtube.com/watch?v=8oE07ThLQVo Here] you can see video tutorial how to set it up.
+
-------
  
<br>
+
=[[Loyalty System custom feature|Loyalty System]]=
'''Please note!''' This feature does not work with mobile apps.
+
[[File:Bonus system icon.png|left]]
 +
Let clients earn points for services/[[Classes_custom_feature|classes]] booking and allow them to redeem for gift cards. You can set different amount of points per each service/[[Classes_custom_feature|class]] and 3-4 hours after the meeting takes place the bonuses will be automatically added to the client's balance. As soon as the client gathers the necessary amount of points he/she will be able to exchange them for a gift card, which can be later used for another purchases on your booking website or as a present to someone.
 
<br><br>
 
<br><br>
:'''How to enable Membership custom feature'''
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Loyalty System custom feature|...>]]</span>'''
To enable this option please go to Custom Features section in your admin interface, find “Membership” and click on enable near it.
 
<br>
 
[[File:Membership enable path.png | center]]
 
 
<br><br>
 
<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.
+
-------
  
<br>
+
=[[Make me look busy custom feature|Make me Look Busy]]=
:'''How to create Membership'''
+
[[File:Look busy icon.png|left]]
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.  
+
This feature will make slots look occupied when clients visit your site while still making availabilities so they will be able to find something to book. You can decide how many slots should be available every day.
<br>
 
[[File:Create new membership v3.png | center]]
 
 
<br><br>
 
<br><br>
It is possible to set different First payment and Recurring prices if you wish to suggest lower price to regular customers.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Make me look busy custom feature|...>]]</span>'''
<br>
 
[[File:Membership- first and recurring price.png  | center]]
 
 
<br><br>
 
<br><br>
''Please note!'' Recurring membership payments can work with Stripe and CardConnect payment processors only.
+
-------
<br><br>
 
You can set price only for membership here and zero price for service(in Manage//Services//Service details//Price) connected to this membership(for gyms for example) or you can set prices for both Membership and Service, it will allow your clients who purchased membership book a service at a lower price.
 
 
 
<br>
 
:'''How to add service to Membership'''
 
In “Services, attached to this membership” tab you will be able to check the boxes with services you wish to be attached to this Membership. It will be possible to book this service only if a client has purchased this Membership.
 
<br>
 
[[File:Attach services to membership.png | center]]
 
<br><br>
 
You have to add at least one service to membership to make it working.
 
  
<br>
+
=[[Medical test custom feature|Medical Test]]=
:'''Where will be Memberships displayed on the booking page'''
+
[[File:Medical test icon.png|left]]
After you enable this custom feature Membership tab will appear on the booking page.
+
The medical test feature allows you to easily check in persons for testing, and send them access to results after their test results are ready. On arrival, their ticket is scanned and they get an arrived status. This ticket can be printed and put on the persons test tube. When the results are ready, the ticket can be scanned for quick processing of results that will be sent to a person via email and/or SMS. The results can be added in a message, or person can be asked to log in to their account on booking website to get the results and a downloadable PDF form with company branding.
<br>
 
[[File:Membership tab.png | center]]
 
 
<br><br>
 
<br><br>
As well if clients click on the service related to membership but have not purchased it yet they will get a pop-up suggesting to purchase it. If they agree they will be redirected to Memberships page.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Medical test custom feature|...>]]</span>'''
<br>
 
[[File:Membership confirm.png  | center]]
 
 
<br><br>
 
<br><br>
 +
-------
  
<br>
+
=[[Membership custom feature|Membership]]=
:'''Where can i check payments my clients made for memberships'''
+
[[File:Membership new icon.png | left]]
You will be able to see that information in Reports//Membership payments.<br>
+
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.
If client has chosen "Pay Later" option instead of paying online you will be able to approve such membership purchases there.
+
[https://simplybook.me/en/membership-solution Here] you can check more cases when Membership can be useful.  
<br><br>
 
 
 
:'''How will  be my clients notified about purchase/renewal'''
 
The system will notify the client about recurring payment coming soon and membership period coming to an end to remind. There are notification about successful and unsuccessful recurring payments.
 
<br>
 
You can enable/disable some notifications related to all your memberships in Manage//Memberships//Membership details//Configure membership notifications or in Custom features//Membership//Settings//Notifications.
 
[[File:Membership notification types.png | center]]
 
<br><br>
 
As well you can adjust templates according to your needs there. Please use variables listed on the right side of the page if necessary so that relevant details will be reflected in notifications.
 
<br><br>
 
:'''How to add membership to client from admin side'''
 
If your client has paid you in cash or you just wish to give somebody free membership please go to Manege//Clients page,
 
click on "Edit" near necessary client there.  
 
[[File:Attach membership from admin side v3.png | center]]
 
<br><br>
 
Then select "memberships" tab in the pop-up that will appear and click on "Add new"
 
[[File:Attach membership from admin side step2 v3.png | center]]
 
 
<br><br>
 
<br><br>
Choose membership from available and set the end date. Click on "Add" to save your settings.
+
Check video [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=Nzz5w5rQSZ0]] tutorial how to set it up.<br><br>
[[File:Attach membership from admin side step3 v3.png | center]]
+
:::Demo page with Membership-related classes is available [https://classesandmembershipsdemo.simplybook.it/v2/# here].
<br><br>
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Membership custom feature|...>]]</span>'''
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:Editing membership per client.png | center]]
 
 
<br><br>
 
<br><br>
 
-------
 
-------
  
=Multiple Bookings=
+
=[[Multiple Bookings custom feature|Multiple Bookings]]=  
<br>
 
 
[[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 "Add another service" button to the "Details" step on the booking page. This functionality allows clients to book several services/classes 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 timeline on the booking site, if several participants are selected with [[Custom_Features#Group_Bookings | group booking]] or if the service is recurring.
 
<br>
 
;How to use
 
:1. Enable Multiple bookings custom feature on your custom features page.
 
[[File:Multiple bookings enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. You can edit notification templates related in the Settings("Notifications" button) section.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Multiple Bookings custom feature|...>]]</span>'''
[[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:Multiple bookings client side view.png | center]]
 
 
<br><br>
 
<br><br>
 
-------
 
-------
  
=Multiple Locations=
+
=[[Multiple Locations custom feature|Multiple Locations]]=  
 
 
 
[[File:Unit location new icon.png ‎|left]]
 
[[File:Unit location new icon.png ‎|left]]
 
 
 
Allows creating multiple service locations and relating them with different service providers (staff members). Locations will be shown as the first step on the booking site.
 
Allows creating multiple service locations and relating them with different service providers (staff members). Locations will be shown as the first step on the booking site.
<br><br><br>
 
:Here you can see the example of client view:
 
[[File:Multiple locations.png | center]]
 
<br><br>
 
;How to use
 
1. Enable Multiple Locations custom feature in Custom Feature section//Adding more to booking website.
 
[[File:Multiple locations enable path.png | center]]
 
<br><br>
 
2. Add locations either in the settings of the Custom Feature or in Manage//Providers//Add location.
 
[[File:Create new location item v3.png | center ]]<br/>
 
3. Click on "Location providers" tab for corresponding location and check necessary boxes to connect service providers with location.<br/>
 
[[File:Attach providers to locations v3.png |center]]<br/><br/>
 
4. (Optional) In Settings // General settings // Email and SMS settings insert the following variables into your email templates:<br/>
 
[[File:Add location variables to templates.png | center ]] <br/><br/>
 
:'''[location]''' - value of field "Location name"
 
:'''[location_address]''' - value of field "Location address"
 
:'''[location_phone]''' - value of field "Location phone"
 
 
 
;How to set schedule for location?
 
You can set individual schedule for the provider and then relate provider to the location. Thus working hours of the provider related to location will automatically apply to location.
 
:1. To set individual schedule for provider go to Settings//Service providers//Working hours, or to Manage//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.
 
 
<br><br>
 
<br><br>
;How can I relate service to location.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Multiple Locations custom feature|...>]]</span>'''
Locations can be related only to service providers, thus if you need to relate service to the particular location, you need initially to relate service to the service provider:
 
:1. In Manage//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.
 
 
<br><br>
 
<br><br>
 
-------
 
-------
  
=News=
+
=[[News custom feature|News]]=  
<br>
 
 
[[File:News new icon.png ‎|left]]
 
[[File:News new icon.png ‎|left]]
 
 
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.
 
You can publish news or blog on your booking website to keep your customers up to date with what’s happening in the business.
<br><br><br>
 
;How to use
 
:1. Enable this custom feature on your Custom Features page, Adding more to the Booking Website section.
 
[[File:News enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. Click on "Settings" near this option.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[News custom feature|...>]]</span>'''
[[File:News settings path.png | center]]
+
<br><br>
 +
-------
 +
 
 +
=[[Online Video Meetings Custom Feature|Online Video Meetings]]=
 +
[[File:Online meeting icon.png|left]]
 +
Use this feature to easily create meeting links for your clients and meet them online using video or phone
 
<br><br>
 
<br><br>
:3. Create the posts on the page you see by clicking on "Add" button.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Online Video Meetings Custom Feature|...>]]</span>'''
[[File:News settings.png | center]]
 
 
<br><br>
 
<br><br>
 
-------
 
-------
=Password Security Settings=
 
<br>
 
[[File:Strict password icon.png | left]]
 
  
 +
=[[Packages custom feature|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.
 +
<br><br>
 +
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Packages custom feature|...>]]</span>'''
 +
<br><br>
 +
-------
  
 +
=[[Password Security Settings custom feature|Password Security Settings]]=
 +
[[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!
 
The Password security settings Custom Feature allows to define password requirements for system users and clients. This can further harden the system for possible intrusion. Just in few steps you can make your system more secure!
<br><br><br>
 
;How to use
 
:1. Enable Password Security Settings option on yur Custom Features page.
 
[[File:Strict password enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. Click on "Settings" button that will appear near it.
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
[[File:Strict password settings path.png | center]]
 
 
<br><br>
 
<br><br>
:3. Now you can set requirements for password for your system users in the left-side block.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Password Security Settings custom feature|...>]]</span>'''
[[File:User password settings block.png | center]]
 
 
<br><br>
 
<br><br>
:4. (is skipped if you are already using [[Custom_Features#Client_Login | Client Login Custom Feature]]) If you wish your clients to be able to log in securely please enable Client Login option there.
+
-------
[[File:Enable client login settings.png | center]]
+
 
 +
=[[Photo Gallery custom feature|Photo Gallery]]=
 +
[[File:Photo gallery new icon.png| left]]  
 +
With Photo Gallery custom feature you can upload the photos of your services to attract more clients. Simply browse photos and they will appear on your booking page.
 
<br><br>
 
<br><br>
:5. Set up password requirements for your clients in the right-side block and save settings.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Photo Gallery custom feature|...>]]</span>'''
[[File:Client password settings block.png | center]]
 
 
<br><br>
 
<br><br>
 
-------
 
-------
=Photo Gallery=
 
<br>
 
[[File:Photo gallery new icon.png| left]]
 
  
With Photo Gallery custom feature you can upload the photos of your services to attract more clients. Simply browse photos and they will appear on your booking page.
+
=[[Point of Sale custom feature|Point of Sale]]=
<br><br><br>
+
[[File:Pos icon new.png | left]]
;How to use
+
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!
:1. Enable Photo gallery option on your Custom Features page.
 
[[File:Photo gallery enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. Click on "Settings" near it.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Point of Sale custom feature|...>]]</span>'''
[[File:Photo gallery settings path.png | center]]
 
<br><br>
 
:3. Upload the images on the page you see and they will appear in the separate tab on the booking site.
 
[[File:Photo gallery settings.png | center]]
 
 
<br><br>
 
<br><br>
 
-------
 
-------
=Products for Sale=
+
 
 +
=[[Products for Sale custom feature|Products for Sale]]=
 
[[File:Product.png | left]]
 
[[File:Product.png | left]]
<br>
 
 
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.<br>
 
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.<br>
 
Use this to your advantage to sell more!
 
Use this to your advantage to sell more!
 +
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Products for Sale custom feature|...>]]</span>'''
 
<br><br>
 
<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 switch on "Products for sale".
 
 
<br><br>
 
<br><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.
 
[[File:Products for sale enable path.png | center]]
 
<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.
 
[[File:Products for sale settings path.png | center]]
 
<br><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.
 
[[File:Create new product for sale.png | center]]
 
<br><br>
 
:4. To relate the product with particular service(s) please use “Connected services” tab and check the boxes with desired services/classes.
 
[[File:Attach product to service.png | center]]
 
<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>
 
:'''Please note!''' The clients will be able to adjust amount to their needs on the booking site or uncheck this product.
 
[[File:Products for sale default quantity.png | center]]
 
<br><br>
 
Here you can see how the products can look like on the booking page:
 
[[File:Products booking page view.png | center]]
 
<br><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>
 
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.
 
<br><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
 
[[File:Add products to notification emails.png | center]]
 
<br><br>
 
 
 
-------
 
-------
  
=Provider's Color Coding=
+
=[[Provider Color Coding custom feature|Provider's Color Coding]]=  
<br>
 
 
[[File:Provider color new icon.png ‎|left]]
 
[[File:Provider color new icon.png ‎|left]]
 
 
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.
 
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.
<br><br><br>
 
::'''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.
 
<br>
 
 
;How to use
 
:1. Enable this option on your Custom Features page.
 
[[File:Provider color coding enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. In Manage//Providers//More options//assign color to each provider to make them easily distinguished in the calendar.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Provider Color Coding custom feature|...>]]</span>'''
[[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>
 
<br><br>
 
--------
 
--------
=Rewards and Referrals=
 
<br>
 
[[File:Promotions new icon.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);
 
*this feature is not compatible with Coupons and Gift Cards feature yet.
 
<br><br>
 
  
;How to use.
+
=[[Related Resources custom feature|Related Resources]]=
:1. Enable Rewards and Referrals Custom Feature.
+
[[File:Resources icon.png |left]]
[[File:Simply smart promotions enable path.png | center]]
+
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>
 
: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>
 
<br><br>
:6. On the fourth step announce your promotion
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Related Resources custom feature|...>]]</span>'''
*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>
 
<br><br>
 
 
---------
 
---------
  
=Service Add-ons=
+
=[[Service Add-Ons custom feature|Service Add-ons]]=  
[[File:Paid attributes.png | left]]<br>
+
[[File:Paid attributes.png | left]]
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>
Use this to your advantage to sell more!<br><br>
+
An example may be a massage, whereas the client could choose to add the luxury oil that costs more during massage.<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".
+
Use this to your advantage to sell more!
<br><br>
 
'''How to use:'''
 
 
 
:1. To enable this option please go to your Custom Features page and click on “Enable” near “Service Add-ons” option.
 
[[File:Service add-ons enable path.png | center]]
 
 
<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.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Service Add-Ons custom feature|...>]]</span>'''
[[File:Service add-ons settings path.png | center]]
 
 
<br><br>
 
<br><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.
 
[[File:Create new service add-on v3.png | create]]
 
<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.
 
[[File:Connect service add-on to services.png | center]]
 
<br><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.
 
[[File: Selected add-on.png | center]]
 
<br><br>
 
Here you can see how the add-ons can look like on the booking page:
 
[[File:Add-ons booking page view.png | center]]
 
  
<br><br>
+
=[[Service Categories custom feature|Service Categories]]=
'''Correlation with other custom features:'''<br>
 
1- [[Custom_Features#Simply_Smart_Promotions| Simply Smart Promotions]]. Discounts are not applied to add-ons prices.<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.
 
<br><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
 
[[File:Add add-ons list to emails.png | center]]
 
<br><br>
 
--------
 
 
 
=Service Categories=
 
<br>
 
 
[[File:Service category new icon.png‎ ‎| left]]
 
[[File:Service category new icon.png‎ ‎| left]]
<br>
 
 
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.
 
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.
 
<br><br>
 
<br><br>
 
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Service Categories custom feature|...>]]</span>'''
 
 
;How to use
 
 
 
: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.
 
[[File: Create new category v3.png | center ]]
 
<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.
 
[[File: Attach service to category.png | center]]
 
<br><br>
 
:4. Here you can see how categories can look like on the booking page using one of the themes avilable.
 
[[File:Service categories booking page.png | center]]
 
 
<br><br>
 
<br><br>
 
-------
 
-------
  
=SMS Gateway=
+
=[[SMS Gateway custom feature|SMS Gateway]]=
<br>
 
 
[[File:Sms.png|left]]  
 
[[File:Sms.png|left]]  
 
+
Use the SMS Gateway custom feature to use your own SMS gateway (Twilio, Vonage(Nexmo), BulkSMS, HISMS, Websms, Infobip 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.  
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 cannot help with account creation at the SMS gateway providers.
 
<br><br>
 
<br><br>
'''How to use'''
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[SMS Gateway custom feature|...>]]</span>'''
:1. Enable Sms Gateway Custom feature in Custom features//Other section at one-time activation fee.
 
[[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.
+
------
:3. Click on “Settings” near “SMS Gateway” custom feature.
 
[[File:Sms gateway settings path.png | center]]
 
<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.
 
[[File:Sms gateway options.png | center]]
 
<br><br>
 
5. Save settings and it is all done!
 
<br><br>
 
'''Please note!''' If this custom feature is enabled and set correctly you do not need to purchase sms credits from our side. <br>
 
You will be able to see sms being sent from the system in Reports//Sms report with 0 as credits amount in this case.
 
<br><br>
 
:''Troubleshooting:''
 
  
:'''Sms credits are charged from my account:'''
+
=[[SMTP custom feature|SMTP]]=  
- SMS Gateway Custom Feature is not enabled<br>
 
- SMS Gateway processor settings are not added.
 
<br><br>
 
:'''Sms are not sent from the system'''
 
- SMS Gateway settings are not added correctly.<br>
 
- There is no sms credits on your balance.
 
<br><br>
 
-------
 
=SMTP=
 
<br>
 
 
[[File:Smtp new icon.png|left]]
 
[[File:Smtp new icon.png|left]]
 
 
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>
 
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>
<br><br><br>
 
;How to use.
 
:1. You can enable this Custom Feature in your Custom Feature section
 
[[File:Smtp enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. Go to its settings.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[SMTP custom feature|...>]]</span>'''
[[File:Smtp settings path.png | center]]
 
 
<br><br>
 
<br><br>
:3. And set your SMTP server details in Custom Feature settings.<br>
+
-------
[[File:Smtp settings v3.png | center]]
 
<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>
 
  
'''How to store a copy of outgoing emails in your Gmail''': <br><br>
+
=[[SOAP with Encryption custom feature|SOAP with Encryption]]=  
: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.<br><br>
+
[[File:Client soap crypt.png |left]]
:2. Please set the IMAP as enabled in order for emails to be properly copied to your sent folder.<br><br>
+
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.
:''For added security, you can setup double authentication for the email that you plan to use.<br>''
 
:''[https://support.google.com/accounts/answer/185833 Here] you can check instructions how to use application password for double-step authentication.''
 
<br><br>
 
: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.<br><br>
 
Please check video tutorial [https://vimeo.com/195300585 here].
 
<br><br>
 
------
 
=SOAP=
 
<br>
 
[[File:Soap.png | left]]
 
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.
 
<br><br>
 
'''How to use'''
 
:1. Enable in Custom features//Business enhancements.
 
[[File:Soap enable path v3.png | center]]
 
<br><br>
 
:2. Now you can go to Manage//Clients, click on Edit button, choose SOAP info tab and add necessary information there.
 
[[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.<br>
 
As well this option allows you to add some medical history in separate tab if necessary.
 
[[File:Add soap info to client from booking.png | center]]
 
<br><br>
 
:3. And now you can check and/or update comments related to particular client in Manage//Clients//Edit//SOAP info history.
 
[[File:Check soap info history v3.png | center]]
 
<br><br>
 
Or in booking related to this client in “Client” tab.
 
<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.
 
 
<br><br>
 
<br><br>
'''Please note''', the information you add there is not seen from client side and is for internal use.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[SOAP with Encryption custom feature|...>]]</span>'''
As well this information is not exported from the system in Reports.
 
 
<br><br>
 
<br><br>
 
-------
 
-------
=SOAP with Encryption=
 
[[File:Client soap crypt.png |left]] <br>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.
 
  
<br><br>
+
=[[SSL custom feature|SSL]]=
'''How to use'''
+
[[File:Ssl new icon.png ‎ ‎|left]]
 +
Make all client's connections with the server through a secure layer.
 
<br>
 
<br>
:1. Make sure that you have simple [[Custom_Features#SOAP | SOAP custom feature]] disabled(as they are not compatible)<br>
+
It is important to have it enabled for some payment processors and widgets.
: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.<br>
 
:And click on “Enable” near “SOAP with data encryption” option.<br>
 
[[File:Soap enable path.png | center]]
 
 
<br><br>
 
<br><br>
:3. Please choose “Settings” near it to generate the keys and setup encryption following the instructions on the right side of the page.
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
[[File:Soap settings path.png | center]]
 
[[File:Soap settings page.png | center]]
 
 
<br><br>
 
<br><br>
:Please check more detailed tutorial and usage cases [[SOAP_with_encryption | here]]
+
;How to use
 +
: Just enable it on your Custom features page and you are done!
 +
[[File:Ssl enable path new cf.png|border | center]]
 
<br><br>
 
<br><br>
 
-------
 
-------
=SSL=
 
<br>
 
[[File:Ssl new icon.png ‎ ‎|left]]
 
  
Make all client's connections with the server through a secure layer.  
+
=[[SSO-SAML_Custom_Feature|SSO: SAML]]=
<br>
+
[[File:Saml icon.png| left]]
It is important to have it enabled for some payment processors and widgets.
+
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
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[SSO-SAML Custom Feature|...>]]</span>'''
: Just enable it on your Custom features page and you are done!
 
[[File:Ssl enable path.png | center]]
 
 
<br><br>
 
<br><br>
 
------
 
------
  
=Status=
+
=[[Status custom feature|Status]]=
 
<br>
 
<br>
 
[[File:Status new icon.png‎ ‎|left]]
 
[[File:Status new icon.png‎ ‎|left]]
 
 
If you have a company with many providers, and a service desk accepting clients you can add status possibility to events to see the status. This is for example used to mark appointment with one status as "client has arrived", and then another as "Client has left and paid" whatever suits your needs.
 
If you have a company with many providers, and a service desk accepting clients you can add status possibility to events to see the status. This is for example used to mark appointment with one status as "client has arrived", and then another as "Client has left and paid" whatever suits your needs.
 
<br><br>
 
<br><br>
::'''Please note''', if you use [[Custom_Features#Provider.27s_Color_Coding | Provider's Color Coding custom feature]], Status custom feature has higher priority than Provider's Color Coding. Therefore, colors of the booking statuses will be displayed.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Status custom feature|...>]]</span>'''
<br>
+
<br><br>
 +
-------
  
;How to use
+
=[[Tags Custom Feature|Tags]]=
:1. Activate this custom feature in the Custom Features section//Booking related.
+
[[File:Tags icon.png|100px|left]]  
[[File:Status enable path.png | center]]
+
This custom feature allows you to add one or more tags to any client, enabling swift filtering of clients in reports, or other custom functionalities like coupons, gift cards, tickets, and memberships. With an intuitive interface, you can easily customize tags to align with your specific requirements, ensuring improved organization and structured client interactions.
<br><br>
 
:2. Go to the settings of this custom feature
 
[[File:Status settings path.png | center]]
 
 
<br><br>
 
<br><br>
:3. Press "Add New Status".<br>
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Tags Custom Feature|...>]]</span>'''
:Insert "Title", "Description" and assign the color to this status. If you press "''is default''", status will automatically apply to all new bookings.
 
[[File:Status settings v3.png | center]]
 
 
<br><br>
 
<br><br>
 
-------
 
-------
  
=Take Me Back Home=
+
=[[Take Me Back Home custom feature|Take Me Back Home]]=
<br>
 
 
[[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 10 seconds by a redirect script.
 +
<br><br>
 +
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Take Me Back Home custom feature|...>]]</span>'''
 +
<br><br>
 +
--------
  
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.
+
=[[Telegram Notifications custom feature|Telegram Notifications]]=
<br>
+
[[File:Telegram notifications icon.png|left]]<br>This custom feature allows you to create your own notifications bot in a few simple steps. As the result each customer will have an option to subscribe to your bot notifications and get messages about the appointments, invoice details, tickets and much more.  
 
 
[[File:Take me back home new theme.png|center]]
 
<br><br>
 
;How to use
 
:1. Enable Take Me Back Home in the Custom Features section//Look and Feel.
 
[[File:Take me back home enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. Go to its settings.
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
[[File:Take me back home settings path.png | center]]
 
 
<br><br>
 
<br><br>
:3. Insert the link where you want your clients to be redirected, write a text for this link.<br>
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Telegram Notifications custom feature|...>]]</span>'''
: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 do not change "%s" part for correct timer work).
 
[[File:Take me back home settings v3.png|center]]
 
 
<br><br>
 
<br><br>
 
--------
 
--------
  
=Terms and Conditions=
+
=[[Terms and Conditions custom feature|Terms and Conditions]]=  
<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 on the "Details" page above the "Book Now" button or on sign up step if you are using [[Custom_Features#Client_Login | Client login feature]] as a checkbox with text "''I agree with -your company name- Terms & Conditions''" and the clients will need to agree to it to be able to book your services
 
The text inserted in the Custom Feature will be displayed on the "Details" page above the "Book Now" button or on sign up step if you are using [[Custom_Features#Client_Login | Client login feature]] as a checkbox with text "''I agree with -your company name- Terms & Conditions''" and the clients will need to agree to it to be able to book your services
 
<br><br>
 
<br><br>
;How to use
+
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
:1. Enable this feature on your Custom Features page.
 
[[File:Terms and conditions enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. Go to its settings to add your Terms and Conditions.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Terms and Conditions custom feature|...>]]</span>'''
[[File:Terms and conditions settings path.png | center]]
 
 
<br><br>
 
<br><br>
:3. Add your text. You can use HTML formatting there to adjust the look.
+
-------
[[File:Terms and conditions settings v3.png | center]]
+
 
 +
=[[Ticket's QR Code|Ticket's QR Code]]=
 +
[[File:Tickets qr code.png |left]]
 +
Create customized QR codes for your tickets consisting of one or more additional fields variables, with or without a delimiter. This QR code can be added to your tickets to facilitate further information reading into external systems after ticket validation.
 +
<br><br>
 +
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Ticket's QR Code|...>]]</span>'''
 
<br><br>
 
<br><br>
 
 
-------
 
-------
  
 
+
=[[Tickets custom feature|Tickets]]=  
=Visitor Counter=
+
[[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.
[[File:Visitor counter new icon.png |left]]
 
 
 
Use Visitor Counter Custom Feature to get up-to-date information about visits to your booking website or to the page with your booking widget. This Custom Feature will help you to evaluate the visits and bookings and can help you to decide if you should do promotions to get more visitors and potential clients. You will see all this information in the main Dashboard of the [https://simplybook.me SImplyBook.me] system.
 
 
<br><br>
 
<br><br>
;How to use
+
Video tutorial [[File:Youtube-Logo.png|link=https://youtu.be/Ge3IGjgLDE8]]
:1. Enable this option on your custom Features page.
 
[[File: Visitor counter enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. Check the chart on Dashboard page for updates.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Tickets custom feature|...>]]</span>'''
[[File:Visitor counter chart v3.png | center]]
 
 
<br><br>
 
<br><br>
-------------
+
-------
  
 +
=[[Tips Custom Feature|Tips]]=
 +
[[File:Tips icon.png|left]]
 +
With Tips Custom Feature, your clients can now enjoy the flexibility and convenience of showing their appreciation for your services through tipping. The feature is designed to enhance your clients' booking experience. Your customers can leave tips during the booking process or when "Pay later" is selected.
 +
<br><br>
 +
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Tips Custom Feature|...>]]</span>'''
 +
<br><br>
 +
-------
  
=Voice Bookings=
+
=[[Visitor Counter custom feature|Visitor Counter]]=  
<br>
+
[[File:Visitor counter new icon.png |left]]
[[File:Voice booking.png | left]]
+
Use Visitor Counter Custom Feature to get up-to-date information about visits to your booking website or to the page with your booking widget. This Custom Feature will help you to evaluate the visits and bookings and can help you to decide if you should do promotions to get more visitors and potential clients. You will see all this information in the main Dashboard of the [https://simplybook.me SImplyBook.me] system. Shows data for the previous calendar week.
 
 
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><br>
 
:'''How to use'''
 
 
 
:1. Enable “iBOB - Your intelligent voice assistant” custom feature on your Custom features page.
 
[[File:Ibob enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. Go to Plans&Prices//Additional items to buy voice credits.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Visitor Counter custom feature|...>]]</span>'''
[[File:Ibob buy voice credits.png | center]]
 
 
<br><br>
 
<br><br>
:3. Go to Manage//Voice bookings or just click on Settings near this custom feature.
+
-------
[[File:Ibob settings path.png | center]]
+
 
 +
=[[Waiting List custom feature|Waiting List]]=
 +
[[File:Waiting list icon.png|left]]
 +
Allow your clients to sign up for a spot on your waiting list.  This custom feature gives your customers the possibility to register for a waiting list on fully booked days.  If someone cancels an appointment, applicants registered on this day will receive an email invitation to book the recently opened slot.  Define in the settings how often each notification is sent and when you don’t want to fill the spot, i.e. if there is a short time until the session starts.
 
<br><br>
 
<br><br>
:3. To add new phone number please click on “+” icon, select your country and phone type.
+
:::Video tutorial available '''[[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=PtprHKshSmw]]
[[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.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Waiting List custom feature|...>]]</span>'''
[[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.
+
-------
<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.
+
=[[Zapier Connector custom feature|Zapier Connector]]=
[[File:Ibob setup number.png | center]]
+
[[File:Zapier icon.png | left]]
<br><br>
+
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”.
: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>
+
[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.
 
<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.
+
:::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Zapier Connector custom feature|...>]]</span>'''
[[File:Ibob predefined options.png | center]]
 
 
<br><br>
 
<br><br>
'''Statistics'''
 
To check the calls made to your voice bot please use Reports//Voice bookings section.
 
[[File:Ibob reports overview.png | center]]
 
 
<br><br>
 
<br><br>

Latest revision as of 15:01, 20 March 2024


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 view the instructions how to use.

Video overview Youtube-Logo.png

You may also need:

Contents





Accept Deposits

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.



Read full tutorial ...>




Accept Payments

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 a variety of payment processors. All the online payments are processed by the payment gateway of your choice and if there is a need to issue a refund to a client it can be done if you are using SBPay.me integration or from the admin account of your payment processor.

Read full tutorial ...>




Anti-Fraud/Spam Protection Custom Feature

This is an Anti-Fraud/Spam Protection feature. It enables administrators to limit the number of bookings that can be made from the same email, phone, and IP address. The feature provides various options, such as setting the maximum number of bookings, defining the time period in which these bookings can be made, and the ability to block or flag suspected fraudulent activities. This feature helps to prevent fraudulent or spammy bookings and protects the system's integrity, ensuring a smooth and trustworthy booking experience for legitimate customers.



Read full tutorial ...>




Any Employee Selector

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. Or you can also use this Custom Feature to hide employee step on the booking page. or auto allocate any available provider for selected service randomly to simplify the booking process.



Read full tutorial ...>




API

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.

Documentation on API




Appointment at Fixed Time

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).

Read full tutorial ...>




Approve Bookings

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.

Read full tutorial ...>




Book Soon Notification System

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 appointment. For example, you can compose your own message and send a reminder always 30 days after an appointment.

Read full tutorial ...>




Calendar Sync

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.

Read full tutorial ...>




Campaign

The "Campaign" custom feature is an advanced tool designed for implementing mass marketing strategies and customer engagement across diverse communication channels. It enables companies to create and optimize advertising campaigns, delivering messages in a customer-friendly manner. During campaign creation, users can choose from various message types, such as SMS, emails, and push notifications. You can manually select clients, choose all clients at once, or send campaign messages to clients under specific tags using the Tags feature. This flexibility allows you to tailor communication strategies to the specific needs and preferences of your target audience.

Read full tutorial ...>




Cancellation Policy

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!

Read full tutorial ...>




Classes

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  

Read full tutorial ...>




Clean History

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!

Read full tutorial ...>




Client Fields

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.

Read full tutorial ...>




Client Login

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.

Read full tutorial >




Client Mobile App

Let your clients download your own personalised client app. With the app on their mobile they can easily book, reschedule, purchase packages,memberships and gift cards as well as access your business directly from their phones. The Client app is available for all paying SimplyBook.me users who use Client Login, and if you have a premium subscription you can personalise it with your own logo and brand color. Ask your clients to go to your booking website on a mobile device, and from there they will be invited to download the app on their mobile.
It's as simple as that!

Read full tutorial >




Client Rescheduling

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.

Read full tutorial >




Contact Widget

Enable this Custom Feature if you need to add Book and Contact widget to your own website or simply add a contact form to the booking 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.

Read full tutorial >




Coupons & Gift Cards

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.

Read full tutorial >




Custom CSS

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!

Read full tutorial >




Custom Domain

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).

Read full tutorial >




Custom Email

Would you like to send your clients and staff attractive email notifications with own customizable branding, links, buttons, and many other options? Enabling this custom feature gives you access to the HTML editor where you can easily drag and drop various content blocks, add images, text, contact details, etc. Please just mind that the booking or purchase related content, as well as adding of the corresponding variables is to be edited either in Settings -> Email and SMS settings if you are using common appointent notification templates, or in the specific custom feature settings in case you have customized notifications.

Read full tutorial >




Custom Page

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.

Read full tutorial >




Daily Report

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.

Read full tutorial >




Display Remaining Spaces

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.

Read full tutorial >




External Booking Validator

You can validate bookings through the use of an external script. The script can check variables from the booking, and only if conditions fulfilled, the booking is processed. Additionally the validation script can bring back information that can be injected into intake form variables.



Read full tutorial >




Facebook and Instagram Bookings

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.

Read full tutorial >




Facebook Client Info

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.

Read full tutorial >




Facebook Pixel

Manage analytics for your booking website with Facebook Pixel

Read full tutorial >




File Uploader - Google Drive

Enable this custom feature to allow your clients to upload signed documents or other information directly to your Google drive account.

Read full tutorial >




Flexible Notifications

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!

Read full tutorial >




Google Adwords and Analytics

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.

Read full tutorial >




Google Authenticator

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!

Read full tutorial >




Google Business

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!

Read full tutorial >



Reserve with Google

Add a “Book online” button to your Google Business listing. Allow your clients to find you easily on Google and book your services right there via Google Search, Google Maps or Google Assistant, powered by the SimplyBook.me booking system.
Read full tutorial >




Google Reviews

Do you have numerous company reviews and a great rating on Google and wish to share the results on your booking website? Enable Google reviews custom feature to set it up at one simple step and attract even more customers to your services!



Read full tutorial >




Google Tag Manager

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.

Read full tutorial >




Google Translate

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.

Read full tutorial >




Group Bookings

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.

Read full tutorial >




HIPAA

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.


Read full tutorial >




HTML Description Field for Events

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!

Read full tutorial >




Import Clients

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!

Read full tutorial >




Insights

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

Read full tutorial >




Instagram Photo Sharing

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.

Read full tutorial >




Intake Forms

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

Read full tutorial >




Kiosk

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.

Read full tutorial >




Limit Bookings

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. (Another way to restrict the number of bookings due to the limted resources is to use Related Resources feature instead). 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.

Read full tutorial >




Line Bot

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.

Read full tutorial >




LINE LIFF

The integration of LINE LIFF with SimplyBook.me presents a powerful opportunity for businesses to elevate their appointment booking process and customer engagement. By offering a seamless and efficient experience directly within the Line messaging app, businesses can attract and retain customers, streamline their operations, and stay ahead in the competitive market.

Read full tutorial ...>




Loyalty System

Let clients earn points for services/classes booking and allow them to redeem for gift cards. You can set different amount of points per each service/class and 3-4 hours after the meeting takes place the bonuses will be automatically added to the client's balance. As soon as the client gathers the necessary amount of points he/she will be able to exchange them for a gift card, which can be later used for another purchases on your booking website or as a present to someone.

Read full tutorial ...>




Make me Look Busy

This feature will make slots look occupied when clients visit your site while still making availabilities so they will be able to find something to book. You can decide how many slots should be available every day.

Read full tutorial ...>




Medical Test

The medical test feature allows you to easily check in persons for testing, and send them access to results after their test results are ready. On arrival, their ticket is scanned and they get an arrived status. This ticket can be printed and put on the persons test tube. When the results are ready, the ticket can be scanned for quick processing of results that will be sent to a person via email and/or SMS. The results can be added in a message, or person can be asked to log in to their account on booking website to get the results and a downloadable PDF form with company branding.

Read full tutorial ...>




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

Check video   tutorial how to set it up.

Demo page with Membership-related classes is available here.
Read full tutorial ...>




Multiple Bookings

Allows clients to book more than one service before they check-out and pay for all booking with one payment. This Custom Feature adds "Add another service" button to the "Details" step on the booking page. This functionality allows clients to book several services/classes on different time or day of the week.

Read full tutorial ...>




Multiple Locations

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.

Read full tutorial ...>




News

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.

Read full tutorial ...>




Online Video Meetings

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

Read full tutorial ...>




Packages

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.

Read full tutorial ...>




Password Security Settings

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!

Read full tutorial ...>




Photo Gallery

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.

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Point of Sale

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!

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Products for Sale

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!

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Provider's Color Coding

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.

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Related Resources

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.

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Service Add-ons

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!

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Service Categories

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.

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SMS Gateway

Use the SMS Gateway custom feature to use your own SMS gateway (Twilio, Vonage(Nexmo), BulkSMS, HISMS, Websms, Infobip 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 cannot help with account creation at the SMS gateway providers.

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SMTP

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.


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SOAP with Encryption

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.

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SSL

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!




SSO: SAML

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.

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Status


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.

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Tags

This custom feature allows you to add one or more tags to any client, enabling swift filtering of clients in reports, or other custom functionalities like coupons, gift cards, tickets, and memberships. With an intuitive interface, you can easily customize tags to align with your specific requirements, ensuring improved organization and structured client interactions.

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Take Me Back Home

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.

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Telegram Notifications


This custom feature allows you to create your own notifications bot in a few simple steps. As the result each customer will have an option to subscribe to your bot notifications and get messages about the appointments, invoice details, tickets and much more.



Free custom feature!

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Terms and Conditions

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!

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Ticket's QR Code

Create customized QR codes for your tickets consisting of one or more additional fields variables, with or without a delimiter. This QR code can be added to your tickets to facilitate further information reading into external systems after ticket validation.

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Tickets

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  

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Tips

With Tips Custom Feature, your clients can now enjoy the flexibility and convenience of showing their appreciation for your services through tipping. The feature is designed to enhance your clients' booking experience. Your customers can leave tips during the booking process or when "Pay later" is selected.

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Visitor Counter

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. Shows data for the previous calendar week.

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Waiting List

Allow your clients to sign up for a spot on your waiting list. This custom feature gives your customers the possibility to register for a waiting list on fully booked days. If someone cancels an appointment, applicants registered on this day will receive an email invitation to book the recently opened slot. Define in the settings how often each notification is sent and when you don’t want to fill the spot, i.e. if there is a short time until the session starts.

Video tutorial available  



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Zapier Connector

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.

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