Difference between revisions of "Events (services on particular dates)"

From SimplyBook.me
 
(11 intermediate revisions by the same user not shown)
Line 1: Line 1:
 +
<br><br>
 +
:'''Video tutorial on events and special days available ''' [[File:Youtube-Logo.png|link=https://youtu.be/m0A540MpJew]]
 +
<br><br>
 
__FORCETOC__
 
__FORCETOC__
 
<br>
 
<br>
−
=New interface=
+
==Option 1 (as Service with its own schedule)==
−
<br>
 
 
:1. In Manage//Services click on "+" icon to create new service.  
 
:1. In Manage//Services click on "+" icon to create new service.  
 
<br>
 
<br>
−
  [[File:Add_service_new.png | center ]]
+
  [[File:Create new service.png | center ]]
 
<br>
 
<br>
−
:2. In Manage//Services choose "Service schedule" tab on the newly created service, click on "Adjust availability hours for this service" and make all days in regular schedule for a week off by clicking "make day off" on the top of each day (because you won't have weekly schedule, only on some specific dates).  
+
:2. In Manage//Services choose "Service schedule" tab on the newly created service switch on the option "Do you want to set service on special days only?".  
 
<br>
 
<br>
−
[[File:Service_sxhedule_new.png | center]]
+
[[File: Special days only new.png | center]]
 +
<br><br>
 +
:3. Then use the calendar, click on the dates that you want to open and set the schedule for these dates by moving the sliders(bright blue zone is open time).
 
<br>
 
<br>
−
[[File:Weekly days off.png | center]]
+
[[File:Special day setup.png | center]]
 
<br><br>
 
<br><br>
−
:3. Then click the second tab "Special days schedule" and click on the dates that you want to open and set the schedule for date by clicking on the slots to make them available (green) or not available (grey).
+
:If you need to select several dates at once please switch on "Enable group dates selection?", choose the dates to edit and click on "Setup schedule" to set the times.
 
<br>
 
<br>
−
[[File:Service_special_days_new.png | center]]
+
[[File:Several dates at once.png |center]]
 
<br><br>
 
<br><br>
−
=Old interface=
+
:4.  Connect service to necessary provider in "Service providers" tab.
 +
 
 +
==Option 2 (as Event with the help of [[Custom_Features#Classes | Classes]] custom feature)==
 
<br>
 
<br>
−
==Option 1 (as Service with its own schedule)==
+
:1. Enable Classes custom feature on your Custom features page.
−
:1. In Manage//Services//Add service, create new service.  
+
[[File:Classes enable path new cf.png|border | center]]
−
<br>
+
<br><br>
−
[[File:AddServiceButton750.png | 750px | center ]]
+
:2. Navigate to Manage//Classes page and create a new class.
−
<br>
+
[[File:Create new class v3.png | center ]]
−
:2. Manage//Services//clock icon on the newly created service//make all days in regular schedule for a week off by clicking "make day off" on the top of each day (because you won't have weekly schedule, only on some specific dates).  
+
<br/><br/>
−
<br>
+
:3.  Choose "Class schedule" tab on the newly created class and switch on the option "Do you want to set service on special days only?"
−
[[File:Clock icon on service.png| center]]
+
:4. Then use the calendar, click on the dates that you want to open and set the schedule for these dates by moving the sliders(bright blue zone is open time).
−
<br>
+
<br><br>
−
''Note! For older companies you will need to enable schedules for services first in Settings//Configuration//Hide special times settings for services//No//Save settings.''
 
−
:3. Then click the second tab "Special days schedule"// click on the dates that you want to open and set the schedule for date by clicking on the slots to make them available (green) or not available (grey).
 
−
<br>
 
−
[[File:Specail days tab.png| center]]
 
−
<br>
 
−
==Option 2 (as Event with additional provider created)==
 
−
<br>
 
−
:1. Press "Add event" button in  Manage // Services and create title for event. ''For example, Music Festival.''
 
−
 
 
−
:2. In "Event Time Settings" select the date interval (several consecutive days) for your event or date set (set of separate dates). ''For example, 3-9 April.''
 
  
−
:3. Define event start and end time here (when you will be accepting clients). ''For example, 10am-18pm.''
 
  
−
:4. Change event duration if necessary. Select the duration of service you will provide. ''For example, 1 hour.''
+
;How events(classes) work
−
 
 
−
:5. Number of participants. How many clients can book 1 particular time during this event. ''For example, 3.''<br/>
 
 
<br>
 
<br>
−
[[File:EventSettings400.png | center ]]<br/><br/>
+
The general logic of event(class) is creating Service + Provider related to it with dates selected in the settings of the event(class) as special days. When you use [[Custom_Features#Classes | Classes]] custom feature the event creates service+provider related to it with identical name. In order to preserve proper functioning of the event on the dates needed, you should not delete provider with identical name related to event (but you can easily change his/her name) and should not disconnect provider from the event. <br/>
−
<br>
+
[[File:Event client side booking.png|1200px|border | center]]
−
''According to the settings configured in the example, we will receive the following event: Music Festival, open 3-9 April, 10am-18pm, services available each hour. 1 hour can be booked by 3 people.''
 
 
<br><br>
 
<br><br>
  
−
;How events work
+
==Events only==
 +
<br><br>
 +
Video available [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=Edh3_PJ1ua8]]
 
<br>
 
<br>
−
The general logic of event is creating Service + Provider related to it with dates selected in the settings of event as special days of provider. Event creates service+provider related to it with identical name. In order to preserve proper functioning of event on the dates needed, you should not delete provider with identical name related to event (but you can easily change his/her name) and should not disconnect provider from event. ''For example, when you created event "Music Festival, open 3-9 April, 10am-18pm, services available each hour. 1 hour can be booked by 3 people." it is service Music Festival with duration 1 hour + provider Music Festival, who works 3-9 April, 10am-18pm and can serve 3 people at a time.''<br/>
+
 
−
[[File:Event new theme.png | center]]
+
If you plan to have 1 event or several events without regular services you should do the following:
 +
:1. Close all company opening hours in Settings // Company opening hours - use switcher to set it to off position<br>
 +
[[File:Company weekly off v3.png | center ]]<br><br>
 +
:2. Create events you need in Manage // Services // "+". See detailed tutorial about services [[Adding_services,_providers_and_availability(new_interface)#How_to_set_service_as_one-time_event| here]].
 
<br><br>
 
<br><br>

Latest revision as of 15:36, 8 March 2023



Video tutorial on events and special days available Youtube-Logo.png




Option 1 (as Service with its own schedule)

1. In Manage//Services click on "+" icon to create new service.


Create new service.png


2. In Manage//Services choose "Service schedule" tab on the newly created service switch on the option "Do you want to set service on special days only?".


Special days only new.png



3. Then use the calendar, click on the dates that you want to open and set the schedule for these dates by moving the sliders(bright blue zone is open time).


Special day setup.png



If you need to select several dates at once please switch on "Enable group dates selection?", choose the dates to edit and click on "Setup schedule" to set the times.


Several dates at once.png



4. Connect service to necessary provider in "Service providers" tab.

Option 2 (as Event with the help of Classes custom feature)


1. Enable Classes custom feature on your Custom features page.
Classes enable path new cf.png



2. Navigate to Manage//Classes page and create a new class.
Create new class v3.png



3. Choose "Class schedule" tab on the newly created class and switch on the option "Do you want to set service on special days only?"
4. Then use the calendar, click on the dates that you want to open and set the schedule for these dates by moving the sliders(bright blue zone is open time).




How events(classes) work


The general logic of event(class) is creating Service + Provider related to it with dates selected in the settings of the event(class) as special days. When you use Classes custom feature the event creates service+provider related to it with identical name. In order to preserve proper functioning of the event on the dates needed, you should not delete provider with identical name related to event (but you can easily change his/her name) and should not disconnect provider from the event.

Event client side booking.png



Events only



Video available Youtube-Logo.png

If you plan to have 1 event or several events without regular services you should do the following:

1. Close all company opening hours in Settings // Company opening hours - use switcher to set it to off position
Company weekly off v3.png



2. Create events you need in Manage // Services // "+". See detailed tutorial about services here.



Retrieved from "https://help.simplybook.me/index.php?title=Events_(services_on_particular_dates)&oldid=8568"