Difference between revisions of "Getting started"

From SimplyBook.me
(Created page with "*Our features *Brief overview of the system *Setup tutorials collection *Where is my booking page? *How to add services? *How to add providers *How to se...")
 
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*[[Our features]]
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<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:750px;">
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<span class="qa">[[Our features]]</span>
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<div class="mw-collapsible-content">{{#seo:
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|title=Frequently Asked Questions about the Popular Appointment Booking System Scheduler SimplyBook.me
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|titlemode=append
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|keywords=faq, frequently asked questions, booking software, appointment system questions,appointments online, calendar software, booking system
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}}
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[https://simplybook.me/#testimonials SimplyBook.me] is an advanced [https://simplybook.me/ online scheduling system] that allows you to create booking page for your clients and manage your reservations from admin interface. [https://simplybook.me/#testimonials Thousands of clients] all over the world have chosen our booking software to make their business easy and comfortable to use ([https://simplybook.me/#testimonials see our testimonials]).
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[https://simplybook.me/#testimonials SimplyBook.me] provides clients with [https://simplybook.me/#features numerous features] adjusted to requirements of your business.
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[[File:Logo.png| right]]
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Our core features include:
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:- Creating booking page with real-time availability of services and staff
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:- Insights and statistics about your bookings
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:- Ability to create multiple services, providers, categories and locations
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:- Accepting payments online
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:- Viewing statistics about your reservations, cancellations, workload and revenues
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:- Sending email and sms notifications to clients and providers (staff)
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:- Adjusting time zone settings if you have clients in different time zones
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:- Creating multiple users related to providers
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:- Creating individual schedules for staff
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:- Creating schedules for specific dates only
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:- Creating events
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: and much [https://simplybook.me/#features more]!</div>
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</div>
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<br/>
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<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:750px;">
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<span class="qa">[[Brief overview of the system]]</span>
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<div class="mw-collapsible-content">After you have registered your account with SimplyBook.me, the next step is to organize your working schedule, configure providers, services and plenty of other stuff. When you create an account, the system automatically creates 2 pages for you: ''admin interface'' and ''booking page''.
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'''Admin interface''' is where you login and manage your bookings, settings, design etc. Clients have no access to that page. (Example: http://company.image.simplybook.me)
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[[File:Admin_page_new_smaller.PNG ‎‎]]
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'''Booking Page''' is the interface for your clients. There, they can book your services and leave contact info. You can always access your booking page by clicking "My booking site" button in the upper right corner of your admin page. You will be transferred to the booking page and you can also send the url to your clients so that they can easily find your company. (Example: http://image.simplybook.me )
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[[File:Booking_pagenew_smaller.PNG ‎]]
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=Layout and menu=
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:1. '''Upper bar'''. ''Three-line button'' shows/hides the full menu on the left. ''Latest news'' are marked as green notifications. ''Messages'' are marked with red and ''notifications'' in yellow.
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:2. The first tab you see is '''Dashboard'''. It contains statistics about your performance, your current subscription package, bookings, performers, clients activity, reviews, news and other data useful to check regularly and pay attention to. By analyzing the information you can make inferences about your business and figure out what can be done to improve it. If you need to know more about each section, just press the "i" sign.
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:3. '''Calendar''' is a section where you can manage (add,edit and delete) your bookings and quickly add break times.
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:4. '''Manage''' tab contains 4 sections:
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::''Services'' - add, delete and edit services + [[Settings#How_to_create_an_event.3F|create events]]
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::''Providers'' - add, delete and edit providers
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::''Clients'' - add, edit and delete clients
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::''Users'' - add, edit and delete users.
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:5. In the '''Time Settings''' you have the following sections:
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::''Company Opening hours'' - regular schedule for your company on a weekly basis
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::''Company Special days'' - here you can set up specific schedule or days off for your company, for example like national holidays.
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::''Service provider schedule'' - individual regular schedule for each of your staff members (if you have only 1 provider, his/her working time is the same as company's opening hours)
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::''Provider Special days'' - specific schedule for each of your staff, here you would for example enter as specific days when relevant staff takes his/her holiday (if you have only 1 provider (staff), his/her working time is the same as company's special days)
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:6. '''Reviews'''. Here you can see the reviews from your clients.
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:7. '''Promotions'''. To use this tab, you need to enable [[Plugins#Simply_Smart_Promotions|Simply Smart Promotions]] plugin in the plugin section and then you can use promotions to enhance your business.
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:8. '''Plugins'''. Plugins are used to enhance the system and customize it in line with your needs. Please see the list of all [[Plugins|Plugins and their function here]].
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:9. '''Settings'''. You can discover more about different types of settings by pressing the "i" signs  above and to the right of each setting. the See all [[Settings|questions related to settings here]].
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:10. '''Prices'''.
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::''Subscriptions''. Here you can view different tariffs and purchase subscriptions.
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::''Additional items''. Here you can purchase SMS credits, additional bookings and plugins.
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::''Affiliates''. [http://blog.simplybook.me/tell-others-and-get-rewarded Referral program].
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</div>
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</div>
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<br/>
 
*[[Brief overview of the system]]
 
*[[Brief overview of the system]]
 
*Setup tutorials collection
 
*Setup tutorials collection

Revision as of 09:56, 18 March 2016

Our features


SimplyBook.me is an advanced online scheduling system that allows you to create booking page for your clients and manage your reservations from admin interface. Thousands of clients all over the world have chosen our booking software to make their business easy and comfortable to use (see our testimonials).

SimplyBook.me provides clients with numerous features adjusted to requirements of your business.

Logo.png

Our core features include:

- Creating booking page with real-time availability of services and staff
- Insights and statistics about your bookings
- Ability to create multiple services, providers, categories and locations
- Accepting payments online
- Viewing statistics about your reservations, cancellations, workload and revenues
- Sending email and sms notifications to clients and providers (staff)
- Adjusting time zone settings if you have clients in different time zones
- Creating multiple users related to providers
- Creating individual schedules for staff
- Creating schedules for specific dates only
- Creating events
and much more!


Brief overview of the system

After you have registered your account with SimplyBook.me, the next step is to organize your working schedule, configure providers, services and plenty of other stuff. When you create an account, the system automatically creates 2 pages for you: admin interface and booking page.

Admin interface is where you login and manage your bookings, settings, design etc. Clients have no access to that page. (Example: http://company.image.simplybook.me)

Admin page new smaller.PNG

Booking Page is the interface for your clients. There, they can book your services and leave contact info. You can always access your booking page by clicking "My booking site" button in the upper right corner of your admin page. You will be transferred to the booking page and you can also send the url to your clients so that they can easily find your company. (Example: http://image.simplybook.me )

Booking pagenew smaller.PNG

Layout and menu

1. Upper bar. Three-line button shows/hides the full menu on the left. Latest news are marked as green notifications. Messages are marked with red and notifications in yellow.
2. The first tab you see is Dashboard. It contains statistics about your performance, your current subscription package, bookings, performers, clients activity, reviews, news and other data useful to check regularly and pay attention to. By analyzing the information you can make inferences about your business and figure out what can be done to improve it. If you need to know more about each section, just press the "i" sign.
3. Calendar is a section where you can manage (add,edit and delete) your bookings and quickly add break times.
4. Manage tab contains 4 sections:
Services - add, delete and edit services + create events
Providers - add, delete and edit providers
Clients - add, edit and delete clients
Users - add, edit and delete users.
5. In the Time Settings you have the following sections:
Company Opening hours - regular schedule for your company on a weekly basis
Company Special days - here you can set up specific schedule or days off for your company, for example like national holidays.
Service provider schedule - individual regular schedule for each of your staff members (if you have only 1 provider, his/her working time is the same as company's opening hours)
Provider Special days - specific schedule for each of your staff, here you would for example enter as specific days when relevant staff takes his/her holiday (if you have only 1 provider (staff), his/her working time is the same as company's special days)
6. Reviews. Here you can see the reviews from your clients.
7. Promotions. To use this tab, you need to enable Simply Smart Promotions plugin in the plugin section and then you can use promotions to enhance your business.
8. Plugins. Plugins are used to enhance the system and customize it in line with your needs. Please see the list of all Plugins and their function here.
9. Settings. You can discover more about different types of settings by pressing the "i" signs above and to the right of each setting. the See all questions related to settings here.
10. Prices.
Subscriptions. Here you can view different tariffs and purchase subscriptions.
Additional items. Here you can purchase SMS credits, additional bookings and plugins.
Affiliates. Referral program.