Difference between revisions of "Help Center"

From SimplyBook.me
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{{#seo:
 
{{#seo:
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|title=SimplyBook.me Frequently Asked Questions about the popular Appointment Scheduler
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|title=Frequently Asked Questions about the Popular Appointment Booking System Scheduler SimplyBook.me
 
|titlemode=append
 
|titlemode=append
−
|keywords=booking,software,service,appointment,appointments,online, calendar
+
|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. Our core features include:
+
| style="width:33%;" |
−
:- Creating booking page with real-time availability of services and staff
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<div class="custom-features">
−
:- Insights and statistics about your bookings
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<span style="font-size:x-large;">[[Custom_Features |Custom Features]]</span></div>
−
:- Ability to create multiple services, providers, categories and locations
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*<div class="article">[[Custom Features | The list of all Custom Features with instructions]]</div>
−
:- Accepting payments online
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*<div class="article">[[How to enable custom feature | How to enable Custom Feature]]</div>
−
:- Viewing statistics about your reservations, cancellations, workload and revenues
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*<div class="article">[[Custom Features by category | Custom Features by Functionality Category]]</div>
−
:- Sending email and sms notifications to clients and providers (staff)
+
*<div class="article">[[Popular_custom_features_by_business_category | TOP 10 Custom Features per Business Category]]</div>
−
:- Adjusting time zone settings if you have clients in different time zones
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*<div class="article">[[Custom Features dependent on other Custom Features]]</div>
−
:- Creating multiple users related to providers
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*<div class="article">[[What Custom Features do not work with each other]]</div>
−
:- Creating individual schedules for staff
+
| style="width:33%;" |
−
:- Creating schedules for specific dates only
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<div class="calendar-and-bookings">
−
:- Creating events
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<span style="font-size:x-large;">[[Calendar & Bookings]]</span></div>
−
: and much [https://simplybook.me/#features more]!
+
*<div class="article">[[How to manage bookings]]</div>
−
==Brief overview of the system for beginners==
+
*<div class="article">[[ Views_of_the_calendar| Provider/Service/Day/Week/Month views]]</div>
−
After you have registered your account with [https://simplybook.me/#plugins 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''.
+
*<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>
  
−
'''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)
+
| style="width:33%;" |
−
 
+
<div class="integration">
−
'''Booking Page''' is the interface for your clients. There, they can book your services and leave contact info. You can always access your booking page by clicking "My booking site" button in the upper right corner of your admin page. You will be transferred to the booking page and you can also send the url to your clients so that they can easily find your company. (Example: http://image.simplybook.me )
+
<span style="font-size:x-large;">[[Integration]]</span></div>
−
 
+
*<div class="article">[[Widgets for your own website]]</div>
−
=Layout and menu=
+
*<div class="article">[http://simplydemowidgets.mozello.com/ Widget examples]</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">[[Bookings on Facebook |Bookings on Facebook and Instagram]]</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">[[WordPress plugin | WordPress integration]]</div>
−
:3. '''Calendar''' is a section where you can manage (add,edit and delete) your bookings and quickly add break times.
+
*<div class="article">[[Bookings on Facebook | Facebook CTA button, widget and booking bot integrations]]</div>
−
:4. '''Manage''' tab contains 4 sections:
+
*<div class="article">[[Other Integrations]]</div>
−
::''Services'' - add, delete and edit services + [[Settings#How_to_create_an_event.3F|create events]]
+
*<div class="article">[[Own domain | Custom Domain]]</div>
−
::''Providers'' - add, delete and edit providers
+
|style="width:33%;" |
−
::''Clients'' - add, edit and delete clients
+
<div class="for-developers">
−
::''Users'' - add, edit and delete users.
+
<span style="font-size:x-large;">[[API| For developers]]</span></div>
−
:5. In the '''Time Settings''' you have the following sections:
+
*<div class="article">[[API| API documentation]]</div>
−
::''Company Opening hours'' - regular schedule for your company on a weekly basis
+
*<div class="article">[https://simplybook.me/api/explorer API Explorer]</div>
−
::''Company Special days'' - here you can set up specific schedule or days off for your company, for example like national holidays.
+
*<div class="article">[https://simplybook.me/api/doc#getToken API tokens]</div>
−
::''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)
+
*<div class="article">[https://help.simplybook.me/index.php/User_API_guide API guide]</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)
+
<br>
−
:6. '''Reviews'''. Here you can see the reviews from your clients.
+
<div class="video">
−
: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.
+
<span style="font-size:x-large;">[[Video]]</span></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">[https://www.youtube.com/c/SimplyBookme-booking-system YouTube]</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">[https://vimeo.com/simplybook Vimeo]</div>
−
:10. '''Prices'''.
+
|}
−
::''Subscriptions''. Here you can view different tariffs and purchase subscriptions.
+
</nomobile>
−
::''Additional items''. Here you can purchase SMS credits, additional bookings and plugins.
+
<mobileonly>
−
::''Affiliates''. [http://blog.simplybook.me/tell-others-and-get-rewarded Referral program].
+
{|
−
 
+
<div class="column">
−
==[[Settings]]==
+
<div class="getting-started">
−
This page contains questions related to the settings of the system. For example:
+
<span style="font-size:x-large;"> [[Getting started]]</span></div>
−
[[Settings#Date.2F_time.2F_time_zone_settings|date and time settings]],
+
*<div class="article">[https://simplybook.me/en/booking-system-features Our features]</div>
−
[[Settings#Email_and_SMS_settings|Email and SMS settings]],
+
*<div class="article">[[Brief overview of the system]]</div>
−
[[Settings#Custom_translations|custom translations]],
+
*<div class="article">[[Adding_services,_providers_and_availability(new_interface) | Adding services and providers]]</div>
−
[[Settings#System_users|system users]],
+
*<div class="article">[[How to manage bookings]]</div>
−
[[Settings#Clients|clients]],
+
*<div class="article">[[Custom_Features | Selecting Custom Features]]</div>
−
[[Settings#Company_information|company information]],
+
*<div class="article">[[Adjusting notifications]]</div>
−
[[Settings#Services|services]],
+
*<div class="article">[[Adding other users to the system]]</div>
−
[[Settings#Service_providers|service providers]],
+
*<div class="article">[[Importing the list of clients]]</div>
−
[[Settings#Design|design]],
+
*<div class="article">[[Login and password]]</div>
−
[[Settings#Accept_bookings_through_different_ways|widgets]]
+
*<div class="article">[[How to delete account]]</div></div>
−
and [[Settings|more]].
+
<div class="column">
−
 
+
<div class="booking-website">
−
==[[Plugins]]==
+
<span style="font-size:x-large;">[[Booking website]]</span></div>
−
With the help of additional functionalities presented in a form of plugins you can:
+
*<div class="article">[[Time slots are not showing up]]</div>
−
: [[Plugins#Additional_fields|Create specific intake forms for your clients by adding additional fields]]
+
*<div class="article">[[Where to change my info]]</div>
−
: [[Plugins#Accept_payments|Accept payments online]]
+
*<div class="article">[[Adjust_your_terminology/language | Adjusting your language]]</div>
−
: [[Plugins#Any_Employee_selector| Auto allocating available service provider for service]]
+
*<div class="article">[[Design |Adjusting Design]]</div>
−
: [[Plugins#API|Access API]]
+
*<div class="article">[[How_to_change_the_way_time_slots_are_shown| Monthly/weekly/daily timelines]]</div>
−
: [[Plugins#Approve_booking|Approve bookings manually]]
+
*<div class="article">[[Remove Elements from booking page]]</div>
−
: [[Plugins#Book_Soon_notification_system|Remind your customers to book your services soon]]
+
*<div class="article">[[Add elements to booking page]]</div>
−
: [[Plugins#Clean_history_plugin|Delete unnecessary booking data from the past]]
+
*<div class="article">[[Custom_Features#Intake_Forms| Ask additional questions on the Details Step]]</div>
−
: [[Plugins#Custom_CSS|Design your booking page with additional CSS functionality]]
+
*<div class="article">[[Categories and Locations]]</div>
−
: [[Plugins#Daily_report|Receive full info about your bookings every day]]
+
*<div class="article">[[Custom_Features#Accept_Payments| Accepting Payments]]</div></div>
−
: [[Plugins#Facebook_client_info|Simplify booking process by enabling your clients to log via Facebook]]
+
<div class="column">
−
: [[Plugins#Google_Adwords_and_analytics|Track statistics with Google Adwords]]
+
<div class="time-settings">
−
: [[Plugins#Google_calendar_sync_plugin|Synchronize your booking system with Google Calendar]]
+
<span style="font-size:x-large;">[[Time settings]]</span></div>
−
: [[Plugins#Group_bookings|Allow group bookings]]
+
*<div class="article">[[How_to_set_my_availability| How to set my availability]]</div>
−
: [[Plugins#Html_description_field_for_events| Use HTML formatting in the description fields]]
+
*<div class="article">[[Time and date settings]]</div>
−
: [[Plugins#Insights|View additional statistics and charts for your performance]]
+
*<div class="article">[[I_have_clients_in_different_time_zones | Time Zones]]</div>
−
: [[Plugins#Limit_bookings|Limit Bookings per time slot]]
+
*<div class="article">[[Break times]]</div>
−
: [[Plugins#Mobile_application| Access admin interface from your Android or iPhone]]
+
*<div class="article">[[Need_to_change_interval_(timeframe)| Change interval]]</div>
−
: [[Plugins#Multiple_bookings| Allow your clients to book several services easily and pay with 1 payment]]
+
*<div class="article">[[Events (services on particular dates)]]</div>
−
: [[Plugins#News| Keep clients updated with your recent news]]
+
*<div class="article">[[Recurring_services(packs)| Recurring services (packs)]]</div>
−
: [[Plugins#Provider.27s_color_coding_plugin|Mark providers with different colors in your admin calendar]]
+
*<div class="article">[[Buffer time]]</div>
−
: [[Plugins#Service_categories|Create different service categories]]
+
*<div class="article">[[Book days]]</div></div>
−
: [[Plugins#Simply_Smart_Promotions|Send promotions]]
+
<div class="column">
−
: [[Plugins#SSL_plugin| Use secure sockets layer for your page]]
+
<div class="prices-and-purchases">
−
: [[Plugins#Status|Assign different statuses for your bookings]]
+
<span style="font-size:x-large;">[[Prices and purchases]]</span></div>
−
: [[Plugins#Take_me_back_home|Take your clients to a particular web address after they made a booking]]
+
*<div class="article">[[My subscription and how to renew]]</div>
−
: [[Plugins#Terms_and_conditions|Add your own Terms&Conditions to the booking page]]
+
*<div class="article">[[How_to_get_invoice | How to get invoice]]</div>
−
: [[Plugins#Unit_location|Create multiple locations ]]
+
*<div class="article">[[Important for Free accounts]]</div>
−
: and [[Plugins|more]]
+
*<div class="article">[[SMS Pricing]]</div>
−
 
+
*<div class="article">[[Additional_Bookings | Additional Bookings]]</div>
−
==[[FAQ]]==
+
*<div class="article">[[Link removal and custom domain | Link Removal and Custom Domain]]</div>
−
:[[Other_Questions#Is_your_service_free.3F|Is your service free?]]
+
*<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">
−
:[[Other_Questions#I_upgraded_the_system_but_the_plugins_are_still_unavailable|I upgraded the system but the plugins are still unavailable]]
+
<div class="custom-features">
−
 
+
<span style="font-size:x-large;">[[Custom_Features |Custom Features]]</span></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">[[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>
−
:[[FAQ#How_to_allow_smaller_intervals_than_1_hour.3F| How to allow smaller intervals than 1 hour?]]
+
*<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>
−
:[[Settings#Timeframe|How to change timeframe?]]
+
*<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>
−
:[[Settings#Email_and_SMS_settings|I have problems with notifications]]
+
<div class="column">
−
 
+
<div class="calendar-and-bookings">
−
:[[Settings#Custom_translations| Can I change some texts in bookings/admin interface?]]
+
<span style="font-size:x-large;">[[Calendar & Bookings]]</span></div>
−
 
+
*<div class="article">[[How to manage bookings]]</div>
−
:[[Settings#Custom_translations| Can I translate the system to my own language?]]
+
*<div class="article">[[ Views_of_the_calendar| Provider/Service/Day/Week/Month views]]</div>
−
 
+
*<div class="article">[[Calendar_Notes| Using notes]]</div>
−
:[[Settings#Opening_hours| Where can I change my schedule for the week?]]
+
*<div class="article">[[Booking_reports| Booking reports]]</div>
−
 
+
*<div class="article">[[Break times]]</div>
−
:[[Settings#Special_days| Can I have specific schedule for certain days?]]
+
*<div class="article">[[Adjusting notifications]]</div>
−
 
+
*<div class="article">[[Custom_Features#Calendar_Sync| Google/Outlook calendar synchronization]]</div></div>
−
:[[Settings#How_to_connect_service_to_provider| How to connect service to provider]]
+
<div class="column">
−
 
+
<div class="tips-for-business">
−
:[[Settings#How_to_create_different_schedules_for_services.3F| How to create different schedules for services?]]
+
<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>
−
:[[FAQ#Plugin_doesn.E2.80.99t_work_.2F_Plugin_problems|Plugins are not working]]
+
*<div class="article">[[Statistics_%26_Analytics| Statistics Custom Features]]</div>
−
 
+
*<div class="article">[[Business_enhancements| Business enhancement Custom Features]]</div>
−
:[[FAQ#Simplybook_doesn.E2.80.99t_sync_with_Google_calendar|Simplybook doesn’t sync with Google calendar]]
+
*<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>
−
:[[FAQ#Clients.2FProviders_are_not_getting_Email.2FSMS_notifications|Clients/Providers are not getting Email/SMS notifications]]
+
<div class="column">
−
 
+
<div class="integration">
−
:[[FAQ#Can.E2.80.99t_book_certain_time.2Fdate|Can’t book certain time/date]]
+
<span style="font-size:x-large;">[[Integration]]</span></div>
−
 
+
*<div class="article">[[Widgets for your own website]]</div>
−
:[[Settings#How_to_add_widget_to_my_website|How to add widget to my website]]
+
*<div class="article">[http://simplydemowidgets.mozello.com/ Widget examples]</div>
−
 
+
*<div class="article">[[Bookings on Facebook |Bookings on Facebook and Instagram]]</div>
−
:[[FAQ#How_to_hide_tab_.22Employee.22_from_the_booking_page.3F|How to hide tab "Employee" from my booking page?]]
+
*<div class="article">[[WordPress plugin | WordPress integration]]</div>
−
 
+
*<div class="article">[[Bookings on Facebook | Facebook CTA button, widget and booking bot integrations]]</div>
−
:[[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?]]
+
*<div class="article">[[Other Integrations]]</div>
−
 
+
*<div class="article">[[Own domain | Custom Domain]]</div></div>
−
:and [[FAQ|more]]
+
<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>
 +
|}
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</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"