Changes

From SimplyBook.me

Custom Features (view source)

Revision as of 13:36, 27 May 2019

8,065 bytes added ,  4 years ago
no edit summary
Line 1,869: Line 1,869:  
To check the calls made to your voice bot please use Reports//Voice bookings section.
 
To check the calls made to your voice bot please use Reports//Voice bookings section.
 
[[File:Ibob reports overview.png | center]]
 
[[File:Ibob reports overview.png | center]]
 +
<br><br>
 +
=Zapier Connector=
 +
[[File:Zapier icon.png | left]]
 +
Connect [https://simplybook.me/ SimplyBook.me] with hundreds of other solutions using this feature. It contains a variety of triggers that can be used to send information to other solutions by simply using one of the available zaps or by creating a new zap. Zapier allows to integrate 2 or more web-applications via their APIs through “triggers” and “actions”.
 +
[https://simplybook.me/ SimplyBook.me] is available in Zapier as Trigger app, it means only information from [https://simplybook.me/ SimplyBook.me] is sent to Zapier (1-way integration) and via Zapier to any app that has actions.
 +
 +
 +
 +
 +
<div style="background-color:#ffe9e9; padding:5px; border-radius:5px;">
 +
'''Please note!'''
 +
* Available data depends on <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features | custom features]]</span> enabled;
 +
* It doesn't work if 2-step authentication is enabled (<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#HIPAA |HIPAA]]</span> or <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Google_Authenticator | Google Authenticator]]</span>);
 +
* New client trigger doesn't work with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Import_Clients |Import clients]]</span> feature, but works correctly if 1 client is added manually in admin interface;
 +
* Information about <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Membership |membership]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Coupons_.26_Gift_Cards |promotion]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Packages |package]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Products_for_Sale |product]]</span> used is not included as it relates to invoice and not to booking;
 +
* Comment change doesn't launch any trigger;
 +
* To be able to use Booking change/Booking cancellation triggers in order to change existing records you need to use Premium Zapier account, as Search step is needed to find the record in action app;
 +
* If more items are added to admin interface after ZAP was created, you need to press "Get more samples" button at "Trigger step" -> "Test this step" in Zapier to fetch new available fields and data (zap template should be changed);
 +
* Invoice data is not sent;
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#SOAP |SOAP]]</span> data is not sent;
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Tax]]</span> information is not sent, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |service price]]</span> is shown without taxes added;
 +
* It doesn't work correctly if both <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> and <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> are enabled, and batch bookings are partially approved.
 +
</div>
 +
 +
<br><br>
 +
'''4 triggers''' are now available with [https://zapier.com/app/login?next=/developer/public-invite/11136/4b23820111ea25dcd5868ab9d1c2a49d/ invitation version]:<br>
 +
• ''New booking'' - launches when new booking is created in SimplyBook.me account;<br>
 +
• ''Booking change''  - launches when booking is changed (change of date/time/service/provider/status/intake forms answers);<br>
 +
• ''Booking cancellation''  - launches upon booking cancellation;<br>
 +
• ''New client''  - launches when new client is added, either upon a new booking, or when admin manually adds client in SimplyBook.me admin interface.
 +
 +
<br><br>
 +
 +
;'''Available data:'''
 +
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For booking-related triggers(New booking, Booking change, Booking cancellation):</span><br>
 +
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Basic functionality (no custom features enabled)</span>:
 +
*Company (login, name, email, phone),
 +
*Service (name, description, duration, buffer time),
 +
*Provider (name, description, email, phone),
 +
*Client information (name, email, phone, address, timezone),
 +
*Booking code (if booking is confirmed, start/end date/time).
 +
<br><br>
 +
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Custom features related data</span>:
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> (service price, currency);
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Status |Status]]</span> (name, description, color);
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> (approval status: approved, canceled);
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Multiple_Locations |Multiple Locations]]</span> (location name, location address (with coordinates), location phone, location description);
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Categories |Service Categories]]</span> (category name, category description);
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Add-ons |Service Add-ons]]</span> (add-on name, add-on price);
 +
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Intake_Forms |Intake Forms]]</span> (answers).
 +
<br><br>
 +
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For New client trigger</span>:
 +
* Client ID;
 +
* Client name;
 +
* Client email;
 +
* Client phone;
 +
* Client address;
 +
* If client is blocked to login (if <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Client_Login |Client login]]</span> custom feature is enabled);
 +
* Client registration date.
 +
 +
<br><br>
 +
;How to use:
 +
:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Zapier connector</span> custom feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page.
 +
[[File:Zapir connector enable path.png | center]]
 +
<br><br>
 +
:2. Accept invitation for the new version [https://zapier.com/app/login?next=/developer/public-invite/11136/4b23820111ea25dcd5868ab9d1c2a49d/ here]
 +
[[File:Accept invitation.png | center]]
 +
<br><br>
 +
:3. Create new Zap by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make a Zap</span> button.
 +
[[File:Make a zap button.png | center]]
 +
<br><br>
 +
:4. Look for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step</span> and select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">version 1.0.8 marked with “by invite”</span> label.
 +
[[File:Select simplybook version.png | center]]
 +
<br><br>
 +
:5. Select the desirable trigger.
 +
[[File:Select trigger.png | center]]
 +
<br><br>
 +
:6. Connect SimplyBook.me account.
 +
[[File:Connect sbm account v2.png | center]]
 +
<br><br>
 +
:7. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> to test this step.
 +
[[File:Test trigger step.png | center]]
 +
<br><br>
 +
:8. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to.
 +
[[File:Add action step.png | center]]
 +
<br><br>
 +
:9. Connect this application account and setup the template using the available data mentioned above.
 +
<br><br>
 +
:10. You can test this step operation as well if necessary or skip it.
 +
<br><br>
 +
:11. Finish the setup, add Zap name and turn it on.
 +
[[File:Zap name and on.png | center]]
 
<br><br>
 
<br><br>
Retrieved from "https://help.simplybook.me/index.php/Special:MobileDiff/5589"