Difference between revisions of "Help Center"

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|title=Frequently Asked Questions about the Popular Appointment Booking System Scheduler SimplyBook.me
 
|title=Frequently Asked Questions about the Popular Appointment Booking System Scheduler SimplyBook.me
 
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|titlemode=append
|keywords=faq, frequently asked questions, booking software, appointment system questions,appointments online, calendar software, booking system
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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
 
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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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<br/>
  
[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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{|
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|- style="height:280px; vertical-align:top;"
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| style="width:33%;" |
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<span style="font-size:x-large;"> [[Getting started]]</span>
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*[https://simplybook.me/en/booking-system-features Our features ]
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*[[Brief overview of the system]]
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*[[Adding_services,_providers_and_availability(new_interface) | Adding services and providers(new interface)]]
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*[[Adding services, providers and availability | Adding services and providers(old interface)]]
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*[[How to manage bookings]]
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*[[Custom_Features | Selecting Custom Features]]
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*[[Adjusting notifications]]
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*[[Adding other users to the system]]
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*[[Importing the list of clients]]
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*[[Login and password]]
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*[[How to delete account]]
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|style="width:33%;" |
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<span style="font-size:x-large;">[[Booking page]]</span>
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*[[Time slots are not showing up]]
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*[[Where to change my info]]
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*[[Adjust_your_terminology/language | Adjusting your language]]
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*[[Design |Adjusting Design]]
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*[[How_to_change_the_way_time_slots_are_shown| Monthly/weekly/daily timelines]]
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*[[Remove Elements from booking page]]
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*[[Add elements to booking page]]
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*[[Custom_Features#Intake_Forms| Ask additional questions on the Details Step]]
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*[[Categories and Locations]]
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*[[Custom_Features#Accept_Payments| Accepting Payments]]
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| style="width:33%;" |
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<span style="font-size:x-large;">[[Time settings]]</span>
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*[[How_to_set_my_availability| How to set my availability]]
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*[[Time and date settings]]
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*[[I_have_clients_in_different_time_zones | Time Zones]]
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*[[Break times]]
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*[[Need_to_change_interval_(timeframe)| Change interval]]
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*[[Events (services on particular dates)]]
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*[[Recurring_services(packs)| Recurring services (packs)]]
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*[[Buffer time]]
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*[[Book days]]
  
<GoogleCSE></GoogleCSE>
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|- style="height:220px; vertical-align:top;"
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| style="width:33%;" |
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<span style="font-size:x-large;">[[Prices and purchases]]</span>
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*[[My subscription and how to renew]]
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*[[Important for Free accounts]]
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*[[SMS Pricing]]
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*[[Additional Bookings and Custom Features]]
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*[[Link removal and custom domain | Link Removal and Custom Domain]]
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*[[Upgrade_from_lower_to_higher_subscription_before_current_subscription_expired.| Upgrade from lower to higher subscription before current subscription expires]]
  
[[File:Logo.png| right]]
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| style="width:33%;" |
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<span style="font-size:x-large;">[https://help.simplybook.me/index.php/Custom_Features Custom Features]</span>
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*[[Custom Features | The list of all Custom Features with instructions]]
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*[[How to enable custom feature | How to enable Custom Feature]]
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*[[Custom Features by category]]
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*[[Custom Features Disabled| Custom Features disabled]]
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*[[What Custom Features do not work with each other]]
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| style="width:33%;" |
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<span style="font-size:x-large;">[[Calendar & Bookings]]</span>
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*[[How to manage bookings]]
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*[[ Views_of_the_calendar| Provider/Service/Day/Week/Month views]]
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*[[Booking_reports| Booking reports and Statistics]]
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*[[Break times]]
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*[[Adjusting notifications]]
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*[[Custom_Features#Calendar_Sync| Google/Outlook calendar synchronization]]
  
Our core features include:
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|- style="height:220px; vertical-align:top;"
:- Creating booking page with real-time availability of services and staff
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| style="width:33%;" |
:- Insights and statistics about your bookings
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<span style="font-size:x-large;">[[Tips for your business | Other]]</span>
:- Ability to create multiple services, providers, categories and locations
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*[http://appointmentschedulingnews.com/amazing-sales-and-marketing-system-for-service-providers/ Promotions]
:- Accepting payments online
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*[[BookingTroll| BookingTroll (directory listing)]]
:- Viewing statistics about your reservations, cancellations, workload and revenues
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*[[Statistics_%26_Analytics| Statistics Custom Features]]
:- Sending email and sms notifications to clients and providers (staff)
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*[[Business_enhancements| Business enhancements Custom Features]]
:- Adjusting time zone settings if you have clients in different time zones
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*[[Tips for specific businesses]]
:- Creating multiple users related to providers
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*[[1_is_not_greater_than_2_(when_trying_to_change_number_of_clients_per_provider)| 1 is not greater than 2]]
:- Creating individual schedules for staff
 
:- Creating schedules for specific dates only
 
:- Creating events
 
: and much [https://simplybook.me/#features more]!
 
  
==Brief overview of the appointment [https://simplybook.me/ booking system] for beginners==
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| style="width:33%;" |
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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<span style="font-size:x-large;">[[Integration]]</span>
 
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*[[Widgets for your own website]]
'''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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*[http://appointmentscheduleronline.weebly.com/widgets.html/ Widget examples]
 
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*[[Bookings on Facebook]]
[[File:Admin_page_new_smaller.PNG ‎‎]]
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*[[WordPress plugin | WordPress integration]]
 
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*[[Other Integrations]]
'''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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*[[Own domain | Custom Domain]]
 
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|style="width:33%;" |
[[File:Booking_pagenew_smaller.PNG ‎]]
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<span style="font-size:x-large;">[[API| For developers]]</span>
 
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*[[API| API documentation]]
=Layout and menu=
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*[https://simplybook.me/api/explorer API Explorer]
: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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*[https://simplybook.me/api/doc#getToken API tokens]
: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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*[https://help.simplybook.me/index.php/User_API_guide API guide]
: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:
 
::''Services'' - add, delete and edit services + [[Settings#How_to_create_an_event.3F|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 [[Plugins#Simply_Smart_Promotions|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|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 [[Settings|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''. [http://blog.simplybook.me/tell-others-and-get-rewarded Referral program].
 
 
 
==[[Settings]]==
 
[[File:Settings_normal.png  ‎|left]]
 
 
 
This page contains questions related to the settings of the system. For example:
 
 
 
[[Settings#Date.2F_time.2F_time_zone_settings|Date and time settings]],
 
[[Settings#Email_and_SMS_settings|Email and SMS settings]],
 
[[Settings#Custom_translations|Custom translations]],
 
[[Settings#System_users|System users]],
 
[[Settings#Clients|Clients]],
 
[[Settings#Company_information|Company information]],
 
[[Settings#Services|Services]],
 
[[Settings#Service_providers|Service providers]],
 
[[Settings#Design|Design]],
 
[[Settings#Accept_bookings_through_different_ways|Widgets]]
 
and [[Settings|more]].
 
 
 
==[[Plugins]]==
 
[[File:Rsz_plugin_icon.jpg| left]]
 
 
 
With the help of additional functionalities presented in a form of plugins you can:
 
: [[Plugins#Additional_fields|Create specific intake forms for your clients by adding additional fields]]
 
: [[Plugins#Accept_payments|Accept payments online]]
 
: [[Plugins#Any_Employee_selector| Auto allocating available service provider for service]]
 
: [[Plugins#API|Access API]]
 
: [[Plugins#Approve_booking|Approve bookings manually]]
 
: [[Plugins#Book_Soon_notification_system|Remind your customers to book your services soon]]
 
: [[Plugins#Clean_history_plugin|Delete unnecessary booking data from the past]]
 
: [[Plugins#Custom_CSS|Design your booking page with additional CSS functionality]]
 
: [[Plugins#Daily_report|Receive full info about your bookings every day]]
 
: [[Plugins#Facebook_client_info|Simplify booking process by enabling your clients to log via Facebook]]
 
: [[Plugins#Google_Adwords_and_analytics|Track statistics with Google Adwords]]
 
: [[Plugins#Google_calendar_sync_plugin|Synchronize your booking system with Google Calendar]]
 
: [[Plugins#Group_bookings|Allow group bookings]]
 
: [[Plugins#Html_description_field_for_events| Use HTML formatting in the description fields]]
 
: [[Plugins#Insights|View additional statistics and charts for your performance]]
 
: [[Plugins#Limit_bookings|Limit Bookings per time slot]]
 
: [[Plugins#Mobile_application| Access admin interface from your Android or iPhone]]
 
: [[Plugins#Multiple_bookings| Allow your clients to book several services easily and pay with 1 payment]]
 
: [[Plugins#News| Keep clients updated with your recent news]]
 
: [[Plugins#Provider.27s_color_coding_plugin|Mark providers with different colors in your admin calendar]]
 
: [[Plugins#Service_categories|Create different service categories]]
 
: [[Plugins#Simply_Smart_Promotions|Send promotions]]
 
: [[Plugins#SSL_plugin| Use secure sockets layer for your page]]
 
: [[Plugins#Status|Assign different statuses for your bookings]]
 
: [[Plugins#Take_me_back_home|Take your clients to a particular web address after they made a booking]]
 
: [[Plugins#Terms_and_conditions|Add your own Terms&Conditions to the booking page]]
 
: [[Plugins#Unit_location|Create multiple locations ]]
 
: and [[Plugins|more]]
 
 
 
==[[FAQ]]==
 
[[File:FAQ-Icon.jpg |left]]
 
 
 
:[[Other_Questions#Is_your_service_free.3F|Is your service free?]]
 
 
 
:[[Other_Questions#I_upgraded_the_system_but_the_plugins_are_still_unavailable|I upgraded the system but the plugins are still unavailable]]
 
 
 
:[[Other_Questions#What_will_happen_if_I_don.27t_renew_my_subscription.3F|What will happen if I don't renew my subscription?]]
 
 
 
:[[FAQ#How_to_allow_smaller_intervals_than_1_hour.3F| How to allow smaller intervals than 1 hour?]]
 
 
 
:[[Settings#Timeframe|How to change timeframe?]]
 
 
 
:[[Settings#Email_and_SMS_settings|I have problems with notifications]]
 
 
 
:[[Settings#Custom_translations| Can I change some texts in bookings/admin interface?]]
 
 
 
:[[Settings#Custom_translations| Can I translate the system to my own language?]]
 
 
 
:[[Settings#Opening_hours| Where can I change my schedule for the week?]]
 
 
 
:[[Settings#Special_days| Can I have specific schedule for certain days?]]
 
 
 
:[[Settings#How_to_connect_service_to_provider| How to connect service to provider]]
 
 
 
:[[Settings#How_to_create_different_schedules_for_services.3F| How to create different schedules for services?]]
 
 
 
:[[FAQ#Plugin_doesn.E2.80.99t_work_.2F_Plugin_problems|Plugins are not working]]
 
 
 
:[[FAQ#Simplybook_doesn.E2.80.99t_sync_with_Google_calendar|Simplybook doesn’t sync with Google calendar]]
 
 
 
:[[FAQ#Clients.2FProviders_are_not_getting_Email.2FSMS_notifications|Clients/Providers are not getting Email/SMS notifications]]
 
 
 
:[[FAQ#Can.E2.80.99t_book_certain_time.2Fdate|Can’t book certain time/date]]
 
 
 
:[[Settings#How_to_add_widget_to_my_website|How to add widget to my website]]
 
 
 
:[[FAQ#How_to_hide_tab_.22Employee.22_from_the_booking_page.3F|How to hide tab "Employee" from my booking page?]]
 
 
 
:[[FAQ#I_want_my_calendar_to_show_day_of_the_week_near_date._For_example_Monday.2C_26_Oct.|How to show day of the week in calendar?]]
 
 
 
:and [[FAQ|more]]
 
 
 
=[[For Developers]]=
 
[https://simplybook.me/api/doc#getToken Here you will find more info about API ].
 

Revision as of 16:54, 3 July 2017


Getting started

Booking page

Time settings

Prices and purchases

Custom Features

Calendar & Bookings

Other

Integration

For developers