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%;" |
 +
<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>
  
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;"
:- Creating booking page with real-time availability of services and staff
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| style="width:33%;" |
:- Insights and statistics about your bookings
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<div class="prices-and-purchases">
:- Ability to create multiple providers, services, categories and locations
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<span style="font-size:x-large;">[[Prices and purchases]]</span></div>
:- Accepting payments online
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*<div class="article">[[My subscription and how to renew]]</div>
:- Viewing statistics about your reservations, workload and revenue
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*<div class="article">[[How_to_get_invoice | How to get invoice]]</div>
:- Sending email and sms notifications for clients
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*<div class="article">[[Important for Free accounts]]</div>
:- Adjusting time zone settings if you have clients in different time zones
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*<div class="article">[[SMS Pricing]]</div>
:- Creating multiple users related to providers
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*<div class="article">[[Additional_Bookings | Additional Bookings]]</div>
:- Creating individual schedules for staff
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*<div class="article">[[Link removal and custom domain | Link Removal and Custom Domain]]</div>
:- 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>
:- Creating events
 
: and much more!
 
==[[Configuration Menu Page]]==
 
This page contains questions related to the settings of the system. For example:
 
[[Configuration_Menu_Page#Date.2F_time.2F_time_zone_settings|date and time settings]],
 
[[Configuration_Menu_Page#Email_and_SMS_settings|Email and SMS settings]],
 
[[Configuration_Menu_Page#Custom_translations|custom translations]],
 
[[Configuration_Menu_Page#System_users|system users]],
 
[[Configuration_Menu_Page#Clients|clients]],
 
[[Configuration_Menu_Page#Company_information|company information]],
 
[[Configuration_Menu_Page#Services|services]],
 
[[Configuration_Menu_Page#Service_providers|service providers]],
 
[[Configuration_Menu_Page#Design|design]]
 
[[Configuration_Menu_Page#Accept_bookings_through_different_ways|widgets]]
 
and [[Configuration_Menu_Page|more]].
 
  
==[[Plugins]]==
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| style="width:33%;" |
With the help of additional functionalities presented in a form of plugins you can:
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<div class="custom-features">
: [[Plugins#Additional_fields|Create specific intake forms for your clients by adding additional fields]]
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<span style="font-size:x-large;">[[Custom_Features |Custom Features]]</span></div>
: [[Plugins#Accept_payments|Accept payments online]]
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*<div class="article">[[Custom Features | The list of all Custom Features with instructions]]</div>
: [[Plugins#Any_Employee_selector| Auto allocating available service provider for service]]
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*<div class="article">[[How to enable custom feature | How to enable Custom Feature]]</div>
: [[Plugins#API|Access API]]
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*<div class="article">[[Custom Features by category | Custom Features by Functionality Category]]</div>
: [[Plugins#Approve_booking|Approve bookings manually]]
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*<div class="article">[[Popular_custom_features_by_business_category | TOP 10 Custom Features per Business Category]]</div>
: [[Plugins#Book_Soon_notification_system|Remind your customers to book your services soon]]
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*<div class="article">[[Custom Features dependent on other Custom Features]]</div>
: [[Plugins#Clean_history_plugin|Delete unnecessary booking data from the past]]
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*<div class="article">[[What Custom Features do not work with each other]]</div>
: [[Plugins#Custom_CSS|Design your booking page with additional CSS functionality]]
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| style="width:33%;" |
: [[Plugins#Daily_report|Receive full info about your bookings every day]]
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<div class="calendar-and-bookings">
: [[Plugins#Facebook_client_info|Simplify booking process by enabling your clients to log via Facebook]]
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<span style="font-size:x-large;">[[Calendar & Bookings]]</span></div>
: [[Plugins#Google_Adwords_and_analytics|Track statistics with Google Adwords]]
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*<div class="article">[[How to manage bookings]]</div>
: [[Plugins#Google_calendar_sync_plugin|Synchronize your booking system with Google Calendar]]
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*<div class="article">[[ Views_of_the_calendar| Provider/Service/Day/Week/Month views]]</div>
: [[Plugins#Group_bookings|Allow group bookings]]
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*<div class="article">[[Calendar_Notes| Using notes & Blocking times]]</div>
: [[Plugins#Html_description_field_for_events| Use HTML formatting in the description fields]]
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*<div class="article">[[Booking_reports| Booking reports]]</div>
: [[Plugins#Insights|View additional statistics and charts for your performance]]
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*<div class="article">[[Break times]]</div>
: [[Plugins#Limit_bookings|Limit Bookings per time slot]]
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*<div class="article">[[Adjusting notifications]]</div>
: [[Plugins#Mobile_application| Access admin interface from your Android or iPhone]]
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*<div class="article">[[Custom_Features#Calendar_Sync| Google/Outlook calendar synchronization]]</div>
: [[Plugins#Multiple_bookings| Allow your clients to book several services easily and pay with 1 payment]]
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<br>
: [[Plugins#News| Keep clients updated with your recent news]]
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|- style="height:220px; vertical-align:top;"
: [[Plugins#Provider.27s_color_coding_plugin|Mark providers with different colors in your admin calendar]]
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| style="width:33%;" |
: [[Plugins#Service_categories|Create different service categories]]
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<div class="tips-for-business">
: [[Plugins#Simply_Smart_Promotions|Send promotions]]
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<span style="font-size:x-large;">[[Tips for your business | Other]]</span></div>
: [[Plugins#SSL_plugin| Use secure sockets layer for your page]]
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*<div class="article">[https://news.simplybook.me/booking-page-global-service-marketplace-powered-simplybook/ BooKing.Page marketplace]</div>
: [[Plugins#Status|Assign different statuses for your bookings]]
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*<div class="article">[[Statistics_%26_Analytics| Statistics Custom Features]]</div>
: [[Plugins#Take_me_back_home|Take your clients to a particular web address after they made a booking]]
+
*<div class="article">[[Business_enhancements| Business enhancement Custom Features]]</div>
: [[Plugins#Terms_and_conditions|Add your own Terms&Conditions to the booking page]]
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*<div class="article">[[Tips for specific businesses]]</div>
: [[Plugins#Unit_location|Create multiple locations ]]
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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>
: and [[Plugins|more]]
 
  
==[[Typical requests]]==
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| style="width:33%;" |
:[[Other_Questions#Is_your_service_free.3F|Is your service free?]]
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<div class="integration">
 
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<span style="font-size:x-large;">[[Integration]]</span></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">[[Widgets for your own website]]</div>
 
+
*<div class="article">[http://simplydemowidgets.mozello.com/ Widget examples]</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">[[Bookings on Facebook |Bookings on Facebook and Instagram]]</div>
 
+
*<div class="article">[[WordPress plugin | WordPress integration]]</div>
:[[Configuration_Menu_Page#Timeframe|How to change timeframe?]]
+
*<div class="article">[[Bookings on Facebook | Facebook CTA button, widget and booking bot integrations]]</div>
 
+
*<div class="article">[[Other Integrations]]</div>
:[[Configuration_Menu_Page#Email_and_SMS_settings|I have problems with notifications]]
+
*<div class="article">[[Own domain | Custom Domain]]</div>
 
+
|style="width:33%;" |
:[[Configuration_Menu_Page#Custom_translations| Can I change some texts in bookings/admin interface?]]
+
<div class="for-developers">
 
+
<span style="font-size:x-large;">[[API| For developers]]</span></div>
:[[Configuration_Menu_Page#Custom_translations| Can I translate the system to my own language?]]
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*<div class="article">[[API| API documentation]]</div>
 
+
*<div class="article">[https://simplybook.me/api/explorer API Explorer]</div>
:[[Configuration_Menu_Page#Opening_hours| Where can I change my schedule for the week?]]
+
*<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>
:[[Configuration_Menu_Page#Special_days| Can I have specific schedule for certain days?]]
+
<br>
 
+
<div class="video">
:[[Configuration_Menu_Page#How_to_connect_service_to_provider| How to connect service to provider]]
+
<span style="font-size:x-large;">[[Video]]</span></div>
 
+
*<div class="article">[https://www.youtube.com/c/SimplyBookme-booking-system YouTube]</div>
:[[Configuration_Menu_Page#How_to_create_different_schedules_for_services.3F| How to create different schedules for services?]]
+
*<div class="article">[https://vimeo.com/simplybook Vimeo]</div>
 
+
|}
:[[Typical_requests#Plugin_doesn.E2.80.99t_work_.2F_Plugin_problems|Plugins are not working]]
+
</nomobile>
 
+
<mobileonly>
:[[Typical_requests#Simplybook_doesn.E2.80.99t_sync_with_Google_calendar|Simplybook doesn’t sync with Google calendar]]
+
{|
 
+
<div class="column">
:[[Typical_requests#Clients.2FProviders_are_not_getting_Email.2FSMS_notifications|Clients/Providers are not getting Email/SMS notifications]]
+
<div class="getting-started">
 
+
<span style="font-size:x-large;"> [[Getting started]]</span></div>
:[[Typical_requests#Can.E2.80.99t_book_certain_time.2Fdate|Can’t book certain time/date]]
+
*<div class="article">[https://simplybook.me/en/booking-system-features Our features]</div>
 
+
*<div class="article">[[Brief overview of the system]]</div>
:and [[Typical_requests|more]]
+
*<div class="article">[[Adding_services,_providers_and_availability(new_interface) | Adding services and providers]]</div>
 
+
*<div class="article">[[How to manage bookings]]</div>
==[[Other Questions]]==
+
*<div class="article">[[Custom_Features | Selecting Custom Features]]</div>
 
+
*<div class="article">[[Adjusting notifications]]</div>
==[[Using Zapier.com]]==
+
*<div class="article">[[Adding other users to the system]]</div>
 
+
*<div class="article">[[Importing the list of clients]]</div>
===Zap tutorial SimplyBook and Gmail===
+
*<div class="article">[[Login and password]]</div>
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!
+
*<div class="article">[[How to delete account]]</div></div>
 
+
<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.]]
+
<div class="booking-website">
 
+
<span style="font-size:x-large;">[[Booking website]]</span></div>
Firstly, create an additional field for the 2nd recipient in admin Simplybook app with the help of “Additional Fields” plugin.
+
*<div class="article">[[Time slots are not showing up]]</div>
 
+
*<div class="article">[[Where to change my info]]</div>
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.
+
*<div class="article">[[Adjust_your_terminology/language | Adjusting your language]]</div>
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.
+
*<div class="article">[[Design |Adjusting Design]]</div>
 
+
*<div class="article">[[How_to_change_the_way_time_slots_are_shown| Monthly/weekly/daily timelines]]</div>
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/ .  
+
*<div class="article">[[Remove Elements from booking page]]</div>
After that, press “Make a New Zap”.
+
*<div class="article">[[Add elements to booking page]]</div>
 
+
*<div class="article">[[Custom_Features#Intake_Forms| Ask additional questions on the Details Step]]</div>
Next, you will need to connect your SimplyBook account.
+
*<div class="article">[[Categories and Locations]]</div>
 
+
*<div class="article">[[Custom_Features#Accept_Payments| Accepting Payments]]</div></div>
Verify your Simplybook account.
+
<div class="column">
 
+
<div class="time-settings">
Connect and verify your Gmail account.
+
<span style="font-size:x-large;">[[Time settings]]</span></div>
 
+
*<div class="article">[[How_to_set_my_availability| How to set my availability]]</div>
You can filter SimplyBook events if needed.
+
*<div class="article">[[Time and date settings]]</div>
 
+
*<div class="article">[[I_have_clients_in_different_time_zones | Time Zones]]</div>
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.
+
*<div class="article">[[Break times]]</div>
 
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*<div class="article">[[Need_to_change_interval_(timeframe)| Change interval]]</div>
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.
+
*<div class="article">[[Events (services on particular dates)]]</div>
 
+
*<div class="article">[[Recurring_services(packs)| Recurring services (packs)]]</div>
Test your newly created Zap.
+
*<div class="article">[[Buffer time]]</div>
 
+
*<div class="article">[[Book days]]</div></div>
Name it and turn this Zap on.  
+
<div class="column">
 
+
<div class="prices-and-purchases">
Check this Zap in the Zap list.  
+
<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>
Congratulations, you have created a new connection that will send the copies of confirmation emails to various recipients!
+
*<div class="article">[[SMS Pricing]]</div>
 
+
*<div class="article">[[Additional_Bookings | Additional Bookings]]</div>
== Getting started ==
+
*<div class="article">[[Link removal and custom domain | Link Removal and Custom Domain]]</div>
<strong>MediaWiki has been successfully installed.</strong>
+
*<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">
Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software.
+
<div class="custom-features">
 
+
<span style="font-size:x-large;">[[Custom_Features |Custom Features]]</span></div>
* [//www.mediawiki.org/wiki/Special:MyLanguage/Manual:Configuration_settings Configuration settings list]
+
*<div class="article">[[Custom Features | The list of all Custom Features with instructions]]</div>
* [//www.mediawiki.org/wiki/Special:MyLanguage/Manual:FAQ MediaWiki FAQ]
+
*<div class="article">[[How to enable custom feature | How to enable Custom Feature]]</div>
* [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list]
+
*<div class="article">[[Custom Features by category | Custom Features by Functionality Category]]</div>
* [//www.mediawiki.org/wiki/Special:MyLanguage/Localisation#Translation_resources Localise MediaWiki for your language]
+
*<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