Difference between revisions of "Help Center"

From SimplyBook.me
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SimplyBook.me is an advanced online scheduling system that allows you to create booking page 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.
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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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}}
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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>
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*<div class="article">[[How to manage bookings]]</div>
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*<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>
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|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>
 +
*<div class="article">[[First_and_Last_Names| Ask for First and Last Name in separate fields]]
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*<div class="article">[[Categories and Locations]]</div>
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*<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>
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*<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>
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*<div class="article">[[Book days]]</div>
  
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SimplyBook provides clients with numerous features that adjust to requirements of your business. Our core features include:
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|- style="height:220px; vertical-align:top;"
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:- Creating booking page with real-time availability of services and staff
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| style="width:33%;" |
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:- Insights and statistics about your bookings
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<div class="prices-and-purchases">
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:- Ability to create multiple providers, services, categories and locations
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<span style="font-size:x-large;">[[Prices and purchases]]</span></div>
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:- Accepting payments online
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*<div class="article">[[My subscription and how to renew]]</div>
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:- Viewing statistics about your reservations, workload and revenue
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*<div class="article">[[How_to_get_invoice | How to get invoice]]</div>
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:- Sending email and sms notifications for clients
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*<div class="article">[[Important for Free accounts]]</div>
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:- Adjusting time zone settings if you have clients in different time zones
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*<div class="article">[[SMS Pricing]]</div>
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:- Creating multiple users related to providers
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*<div class="article">[[Additional_Bookings | Additional Bookings]]</div>
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:- Creating individual schedules for staff
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*<div class="article">[[Link removal and custom domain | Link Removal and Custom Domain]]</div>
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:- Creating schedules for specific dates only
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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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:- Creating events
 
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: and much more!
 
  
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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>
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*<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>
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*<div class="article">[[What Custom Features do not work with each other]]</div>
 +
| style="width:33%;" |
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<div class="calendar-and-bookings">
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<span style="font-size:x-large;">[[Calendar & Bookings]]</span></div>
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*<div class="article">[[How to manage bookings]]</div>
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*<div class="article">[[ Views_of_the_calendar| Provider/Service/Day/Week/Month views]]</div>
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*<div class="article">[[Calendar_Notes| Using notes & Blocking times]]</div>
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*<div class="article">[[Booking_reports| Booking reports]]</div>
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*<div class="article">[[Break times]]</div>
 +
*<div class="article">[[Adjusting notifications]]</div>
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*<div class="article">[[Custom_Features#Calendar_Sync| Google/Outlook calendar synchronization]]</div>
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<br>
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|- style="height:220px; vertical-align:top;"
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| style="width:33%;" |
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<div class="tips-for-business">
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<span style="font-size:x-large;">[[Tips for your business | Other]]</span></div>
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*<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>
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*<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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| style="width:33%;" |
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==[[Configuration Menu Page]]==
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<div class="integration">
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This page contains questions related to the settings of the system. For example:
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<span style="font-size:x-large;">[[Integration]]</span></div>
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[[Configuration_Menu_Page#Date.2F_time.2F_time_zone_settings|date and time settings]],
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*<div class="article">[[Widgets for your own website]]</div>
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[[Configuration_Menu_Page#Email_and_SMS_settings|Email and SMS settings]],
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*<div class="article">[http://simplydemowidgets.mozello.com/ Widget examples]</div>
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[[Configuration_Menu_Page#Custom_translations|custom translations]],
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*<div class="article">[[Bookings on Facebook |Bookings on Facebook and Instagram]]</div>
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[[Configuration_Menu_Page#System_users|system users]],
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*<div class="article">[[WordPress plugin | WordPress integration]]</div>
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[[Configuration_Menu_Page#Clients|clients]],
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*<div class="article">[[Bookings on Facebook | Facebook CTA button, widget and booking bot integrations]]</div>
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[[Configuration_Menu_Page#Company_information|company information]],
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*<div class="article">[[Other Integrations]]</div>
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[[Configuration_Menu_Page#Services|services]],
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*<div class="article">[[Own domain | Custom Domain]]</div>
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[[Configuration_Menu_Page#Service_providers|service providers]],
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|style="width:33%;" |
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[[Configuration_Menu_Page#Design|design]]  
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<div class="for-developers">
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and [[Configuration_Menu_Page#Accept_bookings_through_different_ways|widgets]].
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<span style="font-size:x-large;">[[API| For developers]]</span></div>
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*<div class="article">[[API| API documentation]]</div>
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==[[Plugins]]==
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*<div class="article">[https://simplybook.me/api/explorer API Explorer]</div>
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With the help of additional functionalities presented in a form of plugins you can:
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*<div class="article">[https://simplybook.me/api/doc#getToken API tokens]</div>
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: [[Plugins#Additional_fields|Create specific intake forms for your clients by adding additional fields]]
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*<div class="article">[https://help.simplybook.me/index.php/User_API_guide API guide]</div>
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: [[Plugins#Accept_payments|Accept payments online]]
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<br>
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: [[Plugins#Any_Employee_selector| Auto allocating available service provider for service]]
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<div class="video">
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: [[Plugins#API|Access API]]
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<span style="font-size:x-large;">[[Video]]</span></div>
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: [[Plugins#Approve_booking|Approve bookings manually]]
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*<div class="article">[https://www.youtube.com/c/SimplyBookme-booking-system YouTube]</div>
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: [[Plugins#Book_Soon_notification_system|Remind your customers to book your services soon]]
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*<div class="article">[https://vimeo.com/simplybook Vimeo]</div>
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: [[Plugins#Clean_history_plugin|Delete unnecessary booking data from the past]]
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|}
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: [[Plugins#Custom_CSS|Design your booking page with additional CSS functionality]]
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</nomobile>
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: [[Plugins#Daily_report|Receive full info about your bookings every day]]
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<mobileonly>
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: [[Plugins#Facebook_client_info|Simplify booking process by enabling your clients to log via Facebook]]
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{|  
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: [[Plugins#Google_Adwords_and_analytics|Track statistics with Google Adwords]]
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<div class="column">
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: [[Plugins#Google_calendar_sync_plugin|Synchronize your booking system with Google Calendar]]
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<div class="getting-started">
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: [[Plugins#Group_bookings|Allow group bookings]]
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<span style="font-size:x-large;"> [[Getting started]]</span></div>
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: [[Plugins#Html_description_field_for_events| Use HTML formatting in the description fields]]
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*<div class="article">[https://simplybook.me/en/booking-system-features Our features]</div>
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: [[Plugins#Insights|View additional statistics and charts for your performance]]
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*<div class="article">[[Brief overview of the system]]</div>
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: [[Plugins#Limit_bookings|Limit Bookings per time slot]]
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*<div class="article">[[Adding_services,_providers_and_availability(new_interface) | Adding services and providers]]</div>
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: [[Plugins#Mobile_application| Access admin interface from your Android or iPhone]]
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*<div class="article">[[How to manage bookings]]</div>
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: [[Plugins#Multiple_bookings| Allow your clients to book several services easily and pay with 1 payment]]
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*<div class="article">[[Custom_Features | Selecting Custom Features]]</div>
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: [[Plugins#News| Keep clients updated with your recent news]]
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*<div class="article">[[Adjusting notifications]]</div>
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: [[Plugins#Provider.27s_color_coding_plugin|Mark providers with different colors in your admin calendar]]
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*<div class="article">[[Adding other users to the system]]</div>
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: [[Plugins#Service_categories|Create different service categories]]
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*<div class="article">[[Importing the list of clients]]</div>
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: [[Plugins#Simply_Smart_Promotions|Send promotions]]
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*<div class="article">[[Login and password]]</div>
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: [[Plugins#SSL_plugin| Use secure sockets layer for your page]]
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*<div class="article">[[How to delete account]]</div></div>
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: [[Plugins#Status|Assign different statuses for your bookings]]
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<div class="column">
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: [[Plugins#Take_me_back_home|Take your clients to a particular web address after they made a booking]]
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<div class="booking-website">
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: [[Plugins#Terms_and_conditions|Add your own Terms&Conditions to the booking page]]
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<span style="font-size:x-large;">[[Booking website]]</span></div>
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: [[Plugins#Unit_location|Create multiple locations ]]
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*<div class="article">[[Time slots are not showing up]]</div>
−
 
+
*<div class="article">[[Where to change my info]]</div>
−
==[[Typical requests]]==
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*<div class="article">[[Adjust_your_terminology/language | Adjusting your language]]</div>
−
 
+
*<div class="article">[[Design |Adjusting Design]]</div>
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==[[Other Questions]]==
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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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*<div class="article">[[Remove Elements from booking page]]</div>
−
==Using Zapier.com==
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*<div class="article">[[Add elements to booking page]]</div>
−
 
+
*<div class="article">[[Custom_Features#Intake_Forms| Ask additional questions on the Details Step]]</div>
−
===Zap tutorial SimplyBook and Gmail===
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*<div class="article">[[Categories and Locations]]</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">[[Custom_Features#Accept_Payments| Accepting Payments]]</div></div>
−
 
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<div class="column">
−
[[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="time-settings">
−
 
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<span style="font-size:x-large;">[[Time settings]]</span></div>
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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="article">[[How_to_set_my_availability| How to set my availability]]</div>
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*<div class="article">[[Time and date settings]]</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">[[I_have_clients_in_different_time_zones | Time Zones]]</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">[[Break times]]</div>
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*<div class="article">[[Need_to_change_interval_(timeframe)| Change interval]]</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">[[Events (services on particular dates)]]</div>
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After that, press “Make a New Zap”.
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*<div class="article">[[Recurring_services(packs)| Recurring services (packs)]]</div>
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*<div class="article">[[Buffer time]]</div>
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Next, you will need to connect your SimplyBook account.
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*<div class="article">[[Book days]]</div></div>
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<div class="column">
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Verify your Simplybook account.
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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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Connect and verify your Gmail account.
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*<div class="article">[[My subscription and how to renew]]</div>
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*<div class="article">[[How_to_get_invoice | How to get invoice]]</div>
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You can filter SimplyBook events if needed.
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*<div class="article">[[Important for Free accounts]]</div>
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*<div class="article">[[SMS Pricing]]</div>
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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="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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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">[[Upgrade_from_lower_to_higher_subscription_before_current_subscription_expired.| Upgrade from lower to higher subscription before current subscription expires]]</div></div>
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<div class="column">
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Test your newly created Zap.
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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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Name it and turn this Zap on.  
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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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Check this Zap in the Zap list.  
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*<div class="article">[[Custom Features by category | Custom Features by Functionality Category]]</div>
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*<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>
−
 
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*<div class="article">[[What Custom Features do not work with each other]]</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="calendar-and-bookings">
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<span style="font-size:x-large;">[[Calendar & Bookings]]</span></div>
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== Getting started ==
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*<div class="article">[[How to manage bookings]]</div>
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<strong>MediaWiki has been successfully installed.</strong>
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*<div class="article">[[ Views_of_the_calendar| Provider/Service/Day/Week/Month views]]</div>
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*<div class="article">[[Calendar_Notes| Using notes]]</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">[[Booking_reports| Booking reports]]</div>
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*<div class="article">[[Break times]]</div>
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* [//www.mediawiki.org/wiki/Special:MyLanguage/Manual:Configuration_settings Configuration settings list]
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*<div class="article">[[Adjusting notifications]]</div>
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* [//www.mediawiki.org/wiki/Special:MyLanguage/Manual:FAQ MediaWiki FAQ]
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*<div class="article">[[Custom_Features#Calendar_Sync| Google/Outlook calendar synchronization]]</div></div>
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* [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list]
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<div class="column">
−
* [//www.mediawiki.org/wiki/Special:MyLanguage/Localisation#Translation_resources Localise MediaWiki for your language]
+
<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"