Difference between revisions of "Help Center"

From SimplyBook.me
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{{#seo:
+
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.
|title=Frequently Asked Questions about the Popular Appointment Booking System Scheduler SimplyBook.me
 
|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
 
}}
 
<nomobile>
 
<br/>
 
{|
 
|- style="height:280px; vertical-align:top;"
 
| style="width:33%;" |
 
<span style="font-size:x-large;"> [[Getting started]]</span>
 
*[https://simplybook.me/en/booking-system-features Our features ]
 
*[[Brief overview of the system]]
 
*[[Adding_services,_providers_and_availability(new_interface) | Adding services and providers]]
 
*[[How to manage bookings]]
 
*[[Custom_Features | Selecting Custom Features]]
 
*[[Adjusting notifications]]
 
*[[Adding other users to the system]]
 
*[[Importing the list of clients]]
 
*[[Login and password]]
 
*[[How to delete account]]
 
<br>
 
|style="width:33%;" |
 
<span style="font-size:x-large;">[[Booking page]]</span>
 
*[[Time slots are not showing up]]
 
*[[Where to change my info]]
 
*[[Adjust_your_terminology/language | Adjusting your language]]
 
*[[Design |Adjusting Design]]
 
*[[How_to_change_the_way_time_slots_are_shown| Monthly/weekly/daily timelines]]
 
*[[Remove Elements from booking page]]
 
*[[Add elements to booking page]]
 
*[[Custom_Features#Intake_Forms| Ask additional questions on the Details Step]]
 
*[[Categories and Locations]]
 
*[[Custom_Features#Accept_Payments| Accepting Payments]]
 
| style="width:33%;" |
 
<span style="font-size:x-large;">[[Time settings]]</span>
 
*[[How_to_set_my_availability| How to set my availability]]
 
*[[Time and date settings]]
 
*[[I_have_clients_in_different_time_zones | Time Zones]]
 
*[[Break times]]
 
*[[Need_to_change_interval_(timeframe)| Change interval]]
 
*[[Events (services on particular dates)]]
 
*[[Recurring_services(packs)| Recurring services (packs)]]
 
*[[Buffer time]]
 
*[[Book days]]
 
  
|- style="height:220px; vertical-align:top;"
+
SimplyBook provides clients with numerous features adjusted to requirements of your business. Our core features include:
| style="width:33%;" |
+
:- Creating booking page with real-time availability of services and staff
<span style="font-size:x-large;">[[Prices and purchases]]</span>
+
:- Insights and statistics about your bookings
*[[My subscription and how to renew]]
+
:- Ability to create multiple services, providers, categories and locations
*[[Important for Free accounts]]
+
:- Accepting payments online
*[[SMS Pricing]]
+
:- Viewing statistics about your reservations, cancellations, workload and revenues
*[[Additional Bookings and Custom Features]]
+
:- Sending email and sms notifications to clients and providers (staff)
*[[Link removal and custom domain | Link Removal and Custom Domain]]
+
:- Adjusting time zone settings if you have clients in different time zones
*[[Upgrade_from_lower_to_higher_subscription_before_current_subscription_expired.| Upgrade from lower to higher subscription before current subscription expires]]
+
:- 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 for beginners==
 +
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''.  
  
| style="width:33%;" |
+
'''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)
<span style="font-size:x-large;">[https://help.simplybook.me/index.php/Custom_Features Custom Features]</span>
 
*[[Custom Features | The list of all Custom Features with instructions]]
 
*[[How to enable custom feature | How to enable Custom Feature]]
 
*[[Custom Features by category]]
 
*[[Custom Features Disabled| Custom Features disabled]]
 
*[[What Custom Features do not work with each other]]
 
| style="width:33%;" |
 
<span style="font-size:x-large;">[[Calendar & Bookings]]</span>
 
*[[How to manage bookings]]
 
*[[ Views_of_the_calendar| Provider/Service/Day/Week/Month views]]
 
*[[Booking_reports| Booking reports and Statistics]]
 
*[[Break times]]
 
*[[Adjusting notifications]]
 
*[[Custom_Features#Calendar_Sync| Google/Outlook calendar synchronization]]
 
<br>
 
|- style="height:220px; vertical-align:top;"
 
| style="width:33%;" |
 
<span style="font-size:x-large;">[[Tips for your business | Other]]</span>
 
*[http://appointmentschedulingnews.com/amazing-sales-and-marketing-system-for-service-providers/ Promotions: Rewards and Referrals]
 
*[[BookingTroll| BookingTroll (directory listing)]]
 
*[[Statistics_%26_Analytics| Statistics Custom Features]]
 
*[[Business_enhancements| Business enhancements Custom Features]]
 
*[[Tips for specific businesses]]
 
*[[1_is_not_greater_than_2_(when_trying_to_change_number_of_clients_per_provider)| 1 is not greater than 2]]
 
  
| style="width:33%;" |
+
'''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 )
<span style="font-size:x-large;">[[Integration]]</span>
 
*[[Widgets for your own website]]
 
*[http://appointmentscheduleronline.weebly.com/widgets.html/ Widget examples]
 
*[[Bookings on Facebook]]
 
*[[WordPress plugin | WordPress integration]]
 
*[[Other Integrations]]
 
*[[Own domain | Custom Domain]]
 
|style="width:33%;" |
 
<span style="font-size:x-large;">[[API| For developers]]</span>
 
*[[API| API documentation]]
 
*[https://simplybook.me/api/explorer API Explorer]
 
*[https://simplybook.me/api/doc#getToken API tokens]
 
*[https://help.simplybook.me/index.php/User_API_guide API guide]
 
<br>
 
<span style="font-size:x-large;">[[Video]]
 
*[https://www.youtube.com/c/SimplyBookme-booking-system YouTube]
 
*[https://vimeo.com/simplybook Vimeo]
 
|}
 
</nomobile>
 
<mobileonly>
 
  
<br/>
+
=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.
|- style="height:280px; vertical-align:top;"|
+
: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.
<span style="font-size:x-large;"> [[Getting started]]</span>
+
:3. '''Calendar''' is a section where you can manage (add,edit and delete) your bookings and quickly add break times.
*[https://simplybook.me/en/booking-system-features Our features ]
+
:4. '''Manage''' tab contains 4 sections:
*[[Brief overview of the system]]
+
::''Services'' - add, delete and edit services + [[Settings#How_to_create_an_event.3F|create events]]
*[[Adding_services,_providers_and_availability(new_interface) | Adding services and providers]]
+
::''Providers'' - add, delete and edit providers
*[[How to manage bookings]]
+
::''Clients'' - add, edit and delete clients
*[[Custom_Features | Selecting Custom Features]]
+
::''Users'' - add, edit and delete users.
*[[Adjusting notifications]]
+
:5. In the '''Time Settings''' you have the following sections:
*[[Adding other users to the system]]
+
::''Company Opening hours'' - regular schedule for your company on a weekly basis
*[[Importing the list of clients]]
+
::''Company Special days'' - here you can set up specific schedule or days off for your company, for example like national holidays.
*[[Login and password]]
+
::''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)
*[[How to delete account]]
+
::''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)
<br>
+
:6. '''Reviews'''. Here you can see the reviews from your clients.
<span style="font-size:x-large;">[[Booking page]]</span>
+
: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.
*[[Time slots are not showing up]]
+
: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]].
*[[Where to change my info]]
+
: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]].
*[[Adjust_your_terminology/language | Adjusting your language]]
+
:10. '''Prices'''.
*[[Design |Adjusting Design]]
+
::''Subscriptions''. Here you can view different tariffs and purchase subscriptions.
*[[How_to_change_the_way_time_slots_are_shown| Monthly/weekly/daily timelines]]
+
::''Additional items''. Here you can purchase SMS credits, additional bookings and plugins.
*[[Remove Elements from booking page]]
+
::''Affiliates''. [http://blog.simplybook.me/tell-others-and-get-rewarded/| Referral program].
*[[Add elements to booking page]]
+
 
*[[Custom_Features#Intake_Forms| Ask additional questions on the Details Step]]
+
==[[Settings]]==
*[[Categories and Locations]]
+
This page contains questions related to the settings of the system. For example:
*[[Custom_Features#Accept_Payments| Accepting Payments]]
+
[[Settings#Date.2F_time.2F_time_zone_settings|date and time settings]],
<br>
+
[[Settings#Email_and_SMS_settings|Email and SMS settings]],
<span style="font-size:x-large;">[[Time settings]]</span>
+
[[Settings#Custom_translations|custom translations]],
*[[How_to_set_my_availability| How to set my availability]]
+
[[Settings#System_users|system users]],
*[[Time and date settings]]
+
[[Settings#Clients|clients]],
*[[I_have_clients_in_different_time_zones | Time Zones]]
+
[[Settings#Company_information|company information]],
*[[Break times]]
+
[[Settings#Services|services]],
*[[Need_to_change_interval_(timeframe)| Change interval]]
+
[[Settings#Service_providers|service providers]],
*[[Events (services on particular dates)]]
+
[[Settings#Design|design]],
*[[Recurring_services(packs)| Recurring services (packs)]]
+
[[Settings#Accept_bookings_through_different_ways|widgets]]
*[[Buffer time]]
+
and [[Settings|more]].
*[[Book days]]
+
 
<br>
+
==[[Plugins]]==
|- style="height:220px; vertical-align:top;”|
+
With the help of additional functionalities presented in a form of plugins you can:
<span style="font-size:x-large;">[[Prices and purchases]]</span>
+
: [[Plugins#Additional_fields|Create specific intake forms for your clients by adding additional fields]]
*[[My subscription and how to renew]]
+
: [[Plugins#Accept_payments|Accept payments online]]
*[[Important for Free accounts]]
+
: [[Plugins#Any_Employee_selector| Auto allocating available service provider for service]]
*[[SMS Pricing]]
+
: [[Plugins#API|Access API]]
*[[Additional Bookings and Custom Features]]
+
: [[Plugins#Approve_booking|Approve bookings manually]]
*[[Link removal and custom domain | Link Removal and Custom Domain]]
+
: [[Plugins#Book_Soon_notification_system|Remind your customers to book your services soon]]
*[[Upgrade_from_lower_to_higher_subscription_before_current_subscription_expired.| Upgrade from lower to higher subscription before current subscription expires]]
+
: [[Plugins#Clean_history_plugin|Delete unnecessary booking data from the past]]
<br>
+
: [[Plugins#Custom_CSS|Design your booking page with additional CSS functionality]]
<span style="font-size:x-large;">[https://help.simplybook.me/index.php/Custom_Features Custom Features]</span>
+
: [[Plugins#Daily_report|Receive full info about your bookings every day]]
*[[Custom Features | The list of all Custom Features with instructions]]
+
: [[Plugins#Facebook_client_info|Simplify booking process by enabling your clients to log via Facebook]]
*[[How to enable custom feature | How to enable Custom Feature]]
+
: [[Plugins#Google_Adwords_and_analytics|Track statistics with Google Adwords]]
*[[Custom Features by category]]
+
: [[Plugins#Google_calendar_sync_plugin|Synchronize your booking system with Google Calendar]]
*[[Custom Features Disabled| Custom Features disabled]]
+
: [[Plugins#Group_bookings|Allow group bookings]]
*[[What Custom Features do not work with each other]]
+
: [[Plugins#Html_description_field_for_events| Use HTML formatting in the description fields]]
<br>
+
: [[Plugins#Insights|View additional statistics and charts for your performance]]
<span style="font-size:x-large;">[[Calendar & Bookings]]</span>
+
: [[Plugins#Limit_bookings|Limit Bookings per time slot]]
*[[How to manage bookings]]
+
: [[Plugins#Mobile_application| Access admin interface from your Android or iPhone]]
*[[ Views_of_the_calendar| Provider/Service/Day/Week/Month views]]
+
: [[Plugins#Multiple_bookings| Allow your clients to book several services easily and pay with 1 payment]]
*[[Booking_reports| Booking reports and Statistics]]
+
: [[Plugins#News| Keep clients updated with your recent news]]
*[[Break times]]
+
: [[Plugins#Provider.27s_color_coding_plugin|Mark providers with different colors in your admin calendar]]
*[[Adjusting notifications]]
+
: [[Plugins#Service_categories|Create different service categories]]
*[[Custom_Features#Calendar_Sync| Google/Outlook calendar synchronization]]
+
: [[Plugins#Simply_Smart_Promotions|Send promotions]]
<br>
+
: [[Plugins#SSL_plugin| Use secure sockets layer for your page]]
|- style="height:220px; vertical-align:top;"|
+
: [[Plugins#Status|Assign different statuses for your bookings]]
<span style="font-size:x-large;">[[Tips for your business | Other]]</span>
+
: [[Plugins#Take_me_back_home|Take your clients to a particular web address after they made a booking]]
*[http://appointmentschedulingnews.com/amazing-sales-and-marketing-system-for-service-providers/ Promotions: Rewards and Referrals]
+
: [[Plugins#Terms_and_conditions|Add your own Terms&Conditions to the booking page]]
*[[BookingTroll| BookingTroll (directory listing)]]
+
: [[Plugins#Unit_location|Create multiple locations ]]
*[[Statistics_%26_Analytics| Statistics Custom Features]]
+
: and [[Plugins|more]]
*[[Business_enhancements| Business enhancements Custom Features]]
+
 
*[[Tips for specific businesses]]
+
==[[FAQ]]==
*[[1_is_not_greater_than_2_(when_trying_to_change_number_of_clients_per_provider)| 1 is not greater than 2]]
+
:[[Other_Questions#Is_your_service_free.3F|Is your service free?]]
<br>
+
 
<span style="font-size:x-large;">[[Integration]]</span>
+
:[[Other_Questions#I_upgraded_the_system_but_the_plugins_are_still_unavailable|I upgraded the system but the plugins are still unavailable]]
*[[Widgets for your own website]]
+
 
*[http://appointmentscheduleronline.weebly.com/widgets.html/ Widget examples]
+
:[[Other_Questions#What_will_happen_if_I_don.27t_renew_my_subscription.3F|What will happen if I don't renew my subscription?]]
*[[Bookings on Facebook]]
+
 
*[[WordPress plugin | WordPress integration]]
+
:[[FAQ#How_to_allow_smaller_intervals_than_1_hour.3F| How to allow smaller intervals than 1 hour?]]
*[[Other Integrations]]
+
 
*[[Own domain | Custom Domain]]
+
:[[Settings#Timeframe|How to change timeframe?]]
<br>
+
 
<span style="font-size:x-large;">[[API| For developers]]</span>
+
:[[Settings#Email_and_SMS_settings|I have problems with notifications]]
*[[API| API documentation]]
+
 
*[https://simplybook.me/api/explorer API Explorer]
+
:[[Settings#Custom_translations| Can I change some texts in bookings/admin interface?]]
*[https://simplybook.me/api/doc#getToken API tokens]
+
 
*[https://help.simplybook.me/index.php/User_API_guide API guide]
+
:[[Settings#Custom_translations| Can I translate the system to my own language?]]
<br>
+
 
<span style="font-size:x-large;">[[Video]]</span>
+
:[[Settings#Opening_hours| Where can I change my schedule for the week?]]
*[https://www.youtube.com/c/SimplyBookme-booking-system YouTube]
+
 
*[https://vimeo.com/simplybook Vimeo]
+
:[[Settings#Special_days| Can I have specific schedule for certain days?]]
|}
+
 
</mobileonly>
+
:[[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]]
 +
 
 +
qqqq

Revision as of 15:43, 22 November 2018

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.

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

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)

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 )

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.

Settings

This page contains questions related to the settings of the system. For example: date and time settings, Email and SMS settings, custom translations, system users, clients, company information, services, service providers, design, widgets and more.

Plugins

With the help of additional functionalities presented in a form of plugins you can:

Create specific intake forms for your clients by adding additional fields
Accept payments online
Auto allocating available service provider for service
Access API
Approve bookings manually
Remind your customers to book your services soon
Delete unnecessary booking data from the past
Design your booking page with additional CSS functionality
Receive full info about your bookings every day
Simplify booking process by enabling your clients to log via Facebook
Track statistics with Google Adwords
Synchronize your booking system with Google Calendar
Allow group bookings
Use HTML formatting in the description fields
View additional statistics and charts for your performance
Limit Bookings per time slot
Access admin interface from your Android or iPhone
Allow your clients to book several services easily and pay with 1 payment
Keep clients updated with your recent news
Mark providers with different colors in your admin calendar
Create different service categories
Send promotions
Use secure sockets layer for your page
Assign different statuses for your bookings
Take your clients to a particular web address after they made a booking
Add your own Terms&Conditions to the booking page
Create multiple locations
and more

FAQ

Is your service free?
I upgraded the system but the plugins are still unavailable
What will happen if I don't renew my subscription?
How to allow smaller intervals than 1 hour?
How to change timeframe?
I have problems with notifications
Can I change some texts in bookings/admin interface?
Can I translate the system to my own language?
Where can I change my schedule for the week?
Can I have specific schedule for certain days?
How to connect service to provider
How to create different schedules for services?
Plugins are not working
Simplybook doesn’t sync with Google calendar
Clients/Providers are not getting Email/SMS notifications
Can’t book certain time/date
How to add widget to my website
How to hide tab "Employee" from my booking page?
How to show day of the week in calendar?
and more

qqqq