Difference between revisions of "Help Center"

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{{#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, booking calendar, scheduling software, online appointment scheduling, online scheduling, setup, setup help, support, help content
 +
}}
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<nomobile>
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<br/>
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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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<div class="getting-started">
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<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>
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*<div class="article">[[Login and password]]</div>
 +
*<div class="article">[[How to delete account]]</div>
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<br>
 +
|style="width:33%;" |
 +
<div class="booking-website">
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<span style="font-size:x-large;">[[Booking website]]</span></div>
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*<div class="article">[[Time slots are not showing up]]</div>
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*<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>
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*<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">
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<span style="font-size:x-large;">[[Time settings]]</span></div>
 +
*<div class="article">[[How_to_set_my_availability| How to set my availability]]</div>
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*<div class="article">[[Time and date settings]]</div>
 +
*<div class="article">[[I_have_clients_in_different_time_zones | Time Zones]]</div>
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*<div class="article">[[Break times]]</div>
 +
*<div class="article">[[Need_to_change_interval_(timeframe)| Change interval]]</div>
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*<div class="article">[[Events (services on particular dates)]]</div>
 +
*<div class="article">[[Recurring_services(packs)| Recurring services (packs)]]</div>
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*<div class="article">[[Buffer time]]</div>
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*<div class="article">[[Book days]]</div>
  
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==[[Configuration Menu Page]]==
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|- style="height:220px; vertical-align:top;"
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| style="width:33%;" |
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<div class="prices-and-purchases">
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<span style="font-size:x-large;">[[Prices and purchases]]</span></div>
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*<div class="article">[[My subscription and how to renew]]</div>
 +
*<div class="article">[[How_to_get_invoice | How to get invoice]]</div>
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*<div class="article">[[Important for Free accounts]]</div>
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*<div class="article">[[SMS Pricing]]</div>
 +
*<div class="article">[[Additional_Bookings | Additional Bookings]]</div>
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*<div class="article">[[Link removal and custom domain | Link Removal and Custom Domain]]</div>
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*<div class="article">[[Upgrade_from_lower_to_higher_subscription_before_current_subscription_expired.| Upgrade from lower to higher subscription before current subscription expires]]</div>
  
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==[[Plugins]]==
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| style="width:33%;" |
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<div class="custom-features">
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<span style="font-size:x-large;">[[Custom_Features |Custom Features]]</span></div>
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*<div class="article">[[Custom Features | The list of all Custom Features with instructions]]</div>
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*<div class="article">[[How to enable custom feature | How to enable Custom Feature]]</div>
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*<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>
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*<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">
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<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">
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<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>
  
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==[[Typical requests]]
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| style="width:33%;" |
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<div class="integration">
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==[[Other Questions]]==
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<span style="font-size:x-large;">[[Integration]]</span></div>
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*<div class="article">[[Widgets for your own website]]</div>
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==Using Zapier.com==
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*<div class="article">[http://simplydemowidgets.mozello.com/ Widget examples]</div>
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*<div class="article">[[Bookings on Facebook |Bookings on Facebook and Instagram]]</div>
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===Zap tutorial SimplyBook and Gmail===
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*<div class="article">[[WordPress plugin | WordPress integration]]</div>
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We are often asked how to send confirmation email to more than one email address. It may be needed if client has an agent or if some other people need to receive confirmation letters for clients or service providers. Now this option becomes available with our new application on Zapier!
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*<div class="article">[[Bookings on Facebook | Facebook CTA button, widget and booking bot integrations]]</div>
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*<div class="article">[[Other Integrations]]</div>
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[[File:00.png|thumb|100px|Adding new field in Additional fields Settings.]] [[File:01.png|thumb|100px|Additional fields list.]] [[File:02.png|thumb|100px|Connect SimplyBook to Zapier.]] [[File:03.png|thumb|100px|SimplyBook account is working.]] [[File:04.png|thumb|100px|Gmail account is working.]] [[File:05.png|thumb|100px|Send notification if only provider exists in the system.]] [[File:06.png|thumb|100px|Match SimplyBook to Gmail.]] [[File:06_1.png|thumb|100px|Enter notification text.]] [[File:07.png|thumb|100px|Test Zap.]] [[File:08.png|thumb|100px|Enter Zap name and run it.]] [[File:09.png|thumb|100px|Zap list.]]
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*<div class="article">[[Own domain | Custom Domain]]</div>
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|style="width:33%;" |
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Firstly, create an additional field for the 2nd recipient in admin Simplybook app with the help of “Additional Fields” plugin.
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<div class="for-developers">
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<span style="font-size:x-large;">[[API| For developers]]</span></div>
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After creating an additional filed, you will see the variable name. In the picture, it is additional_field_2 (but it can be additional_field_1, additional_field_3…). This variable will contain the alternative email address needed for synchronization with Gmail.
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*<div class="article">[[API| API documentation]]</div>
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Then create a test booking on your Simplybook booking page. It is needed to notify the system that the new additional field was created in the system and is ready for further usage.
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*<div class="article">[https://simplybook.me/api/explorer API Explorer]</div>
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*<div class="article">[https://simplybook.me/api/doc#getToken API tokens]</div>
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When Simplybook preparations are over, it is time to switch to Zapier settings. If you don’t have Zapier account yet, please register and add Simplybook to your list of applications. Detailed instructions, invitation link and examples are here http://blog.simplybook.me/zap-a-new-functionality-to-simplybook-me/ .  
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*<div class="article">[https://help.simplybook.me/index.php/User_API_guide API guide]</div>
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After that, press “Make a New Zap”.
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<br>
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<div class="video">
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Next, you will need to connect your SimplyBook account.
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<span style="font-size:x-large;">[[Video]]</span></div>
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*<div class="article">[https://www.youtube.com/c/SimplyBookme-booking-system YouTube]</div>
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Verify your Simplybook account.
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*<div class="article">[https://vimeo.com/simplybook Vimeo]</div>
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|}
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Connect and verify your Gmail account.
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</nomobile>
−
 
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<mobileonly>
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You can filter SimplyBook events if needed.
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{|
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<div class="column">
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In “Match up Simplybook booking to Gmail Email” select recipients of notification and select the variable of your recently created additional field. Please note, that your client will receive 2 email notifications, one from Simplibook (sent immediately) and one from Zapier (is sent in 5 minutes after booking). You may disable email notifications for clients in Simplybook Settings//Email and SMS settings by unchecking the corresponding boxes.
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<div class="getting-started">
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<span style="font-size:x-large;"> [[Getting started]]</span></div>
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Then enter notification text and press “Continue”. You can create more detailed and rich notification than the one on the example by adding text and using variables from the list.
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*<div class="article">[https://simplybook.me/en/booking-system-features Our features]</div>
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*<div class="article">[[Brief overview of the system]]</div>
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Test your newly created Zap.
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*<div class="article">[[Adding_services,_providers_and_availability(new_interface) | Adding services and providers]]</div>
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*<div class="article">[[How to manage bookings]]</div>
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Name it and turn this Zap on.  
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*<div class="article">[[Custom_Features | Selecting Custom Features]]</div>
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*<div class="article">[[Adjusting notifications]]</div>
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Check this Zap in the Zap list.  
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*<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></div>
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Congratulations, you have created a new connection that will send the copies of confirmation emails to various recipients!
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<div class="column">
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<div class="booking-website">
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<span style="font-size:x-large;">[[Booking website]]</span></div>
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== Getting started ==
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*<div class="article">[[Time slots are not showing up]]</div>
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<strong>MediaWiki has been successfully installed.</strong>
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*<div class="article">[[Where to change my info]]</div>
−
 
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*<div class="article">[[Adjust_your_terminology/language | Adjusting your language]]</div>
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Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software.
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*<div class="article">[[Design |Adjusting Design]]</div>
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*<div class="article">[[How_to_change_the_way_time_slots_are_shown| Monthly/weekly/daily timelines]]</div>
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* [//www.mediawiki.org/wiki/Special:MyLanguage/Manual:Configuration_settings Configuration settings list]
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*<div class="article">[[Remove Elements from booking page]]</div>
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* [//www.mediawiki.org/wiki/Special:MyLanguage/Manual:FAQ MediaWiki FAQ]
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*<div class="article">[[Add elements to booking page]]</div>
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* [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list]
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*<div class="article">[[Custom_Features#Intake_Forms| Ask additional questions on the Details Step]]</div>
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* [//www.mediawiki.org/wiki/Special:MyLanguage/Localisation#Translation_resources Localise MediaWiki for your language]
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*<div class="article">[[Categories and Locations]]</div>
 +
*<div class="article">[[Custom_Features#Accept_Payments| Accepting Payments]]</div></div>
 +
<div class="column">
 +
<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></div>
 +
<div class="column">
 +
<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></div>
 +
<div class="column">
 +
<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></div>
 +
<div class="column">
 +
<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]]</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></div>
 +
<div class="column">
 +
<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></div>
 +
<div class="column">
 +
<div class="integration">
 +
<span style="font-size:x-large;">[[Integration]]</span></div>
 +
*<div class="article">[[Widgets for your own website]]</div>
 +
*<div class="article">[http://simplydemowidgets.mozello.com/ Widget examples]</div>
 +
*<div class="article">[[Bookings on Facebook |Bookings on Facebook and Instagram]]</div>
 +
*<div class="article">[[WordPress plugin | WordPress integration]]</div>
 +
*<div class="article">[[Bookings on Facebook | Facebook CTA button, widget and booking bot integrations]]</div>
 +
*<div class="article">[[Other Integrations]]</div>
 +
*<div class="article">[[Own domain | Custom Domain]]</div></div>
 +
<div class="column">
 +
<div class="for-developers">
 +
<span style="font-size:x-large;">[[API| For developers]]</span></div>
 +
*<div class="article">[[API| API documentation]]</div>
 +
*<div class="article">[https://simplybook.me/api/explorer API Explorer]</div>
 +
*<div class="article">[https://simplybook.me/api/doc#getToken API tokens]</div>
 +
*<div class="article">[https://help.simplybook.me/index.php/User_API_guide API guide]</div></div>
 +
<div class="column">
 +
<div class="video">
 +
<span style="font-size:x-large;">[[Video]]</span></div>
 +
*<div class="article">[https://www.youtube.com/c/SimplyBookme-booking-system YouTube]</div>
 +
*<div class="article">[https://vimeo.com/simplybook Vimeo]</div></div>
 +
|}
 +
</mobileonly>

Revision as of 08:22, 9 July 2020


Getting started
Booking website
Time settings
Prices and purchases
Custom Features
Calendar & Bookings


Other
Integration
For developers


Video
Getting started
Booking website
Time settings
Prices and purchases
Custom Features
Calendar & Bookings
Other
Integration
For developers
Video
Retrieved from "https://help.simplybook.me/index.php?title=Help_Center&oldid=6247"