Difference between revisions of "Help Center"

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

Revision as of 08:22, 9 July 2020