Difference between revisions of "Help Center"

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{{#seo:
 +
|title=Frequently Asked Questions about the Popular Appointment Booking System Scheduler SimplyBook.me
 +
|titlemode=append
 +
|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>
  
== Typical requests ==
+
|- style="height:220px; vertical-align:top;"
Mauris in volutpat augue. Fusce nec suscipit mauris, ac euismod urna. Nunc fringilla ultricies est vitae sodales. Nam interdum ultrices porttitor. Curabitur fermentum accumsan ligula. Aliquam luctus lacus suscipit dui cursus gravida. Fusce in velit sit amet erat hendrerit blandit. Nullam tristique massa purus, in mattis metus pellentesque vitae. Vivamus porttitor, libero a euismod blandit, nunc ante aliquam enim, at blandit sapien lacus non nulla. Nullam consectetur nunc gravida, consequat sem nec, luctus turpis. Duis a libero in lacus bibendum vulputate. Ut tristique, felis vel faucibus tincidunt, dui nibh porta ante, eget bibendum ante metus ut ipsum. Etiam augue quam, venenatis in porta a, rutrum et nibh.
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| 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>
  
Nullam aliquet tempor elit, id dictum nunc tempor ut. Praesent nisl urna, gravida ut placerat ut, gravida in turpis. Mauris ut justo metus. In et leo vel justo elementum egestas ultrices ut neque. Praesent pulvinar finibus volutpat. Curabitur lacinia egestas magna, at consectetur metus suscipit nec. Etiam posuere convallis massa, sed faucibus ligula aliquet id. Sed nunc odio, venenatis at tellus a, feugiat commodo metus. Sed suscipit hendrerit nunc, eget molestie ex porta eu. Sed eget metus consequat, suscipit mauris ut, consectetur ex.
+
| style="width:33%;" |
 +
<div class="custom-features">
 +
<span style="font-size:x-large;">[[Custom_Features |Custom Features]]</span></div>
 +
*<div class="article">[[Custom Features | The list of all Custom Features with instructions]]</div>
 +
*<div class="article">[[How to enable custom feature | How to enable Custom Feature]]</div>
 +
*<div class="article">[[Custom Features by category | Custom Features by Functionality Category]]</div>
 +
*<div class="article">[[Popular_custom_features_by_business_category | TOP 10 Custom Features per Business Category]]</div>
 +
*<div class="article">[[Custom Features dependent on other Custom Features]]</div>
 +
*<div class="article">[[What Custom Features do not work with each other]]</div>
 +
| style="width:33%;" |
 +
<div class="calendar-and-bookings">
 +
<span style="font-size:x-large;">[[Calendar & Bookings]]</span></div>
 +
*<div class="article">[[How to manage bookings]]</div>
 +
*<div class="article">[[ Views_of_the_calendar| Provider/Service/Day/Week/Month views]]</div>
 +
*<div class="article">[[Calendar_Notes| Using notes & Blocking times]]</div>
 +
*<div class="article">[[Booking_reports| Booking reports]]</div>
 +
*<div class="article">[[Break times]]</div>
 +
*<div class="article">[[Adjusting notifications]]</div>
 +
*<div class="article">[[Custom_Features#Calendar_Sync| Google/Outlook calendar synchronization]]</div>
 +
<br>
 +
|- style="height:220px; vertical-align:top;"
 +
| style="width:33%;" |
 +
<div class="tips-for-business">
 +
<span style="font-size:x-large;">[[Tips for your business | Other]]</span></div>
 +
*<div class="article">[https://news.simplybook.me/booking-page-global-service-marketplace-powered-simplybook/ BooKing.Page marketplace]</div>
 +
*<div class="article">[[Statistics_%26_Analytics| Statistics Custom Features]]</div>
 +
*<div class="article">[[Business_enhancements| Business enhancement Custom Features]]</div>
 +
*<div class="article">[[Tips for specific businesses]]</div>
 +
*<div class="article">[[1_is_not_greater_than_2_(when_trying_to_change_number_of_clients_per_provider)| 1 is not greater than 2]]</div>
  
===I cannot change timeframe===
+
| style="width:33%;" |
1) some time units (service duration, breaktimes, opening hours and special days – begin/end time) don’t divide by new timeframe;
+
<div class="integration">
 
+
<span style="font-size:x-large;">[[Integration]]</span></div>
2) there was service provider (now deleted) with opening hours that don’t fit new timeframe.
+
*<div class="article">[[Widgets for your own website]]</div>
 
+
*<div class="article">[http://simplydemowidgets.mozello.com/ Widget examples]</div>
===Plugin doesn’t work / Plugin problems===
+
*<div class="article">[[Bookings on Facebook |Bookings on Facebook and Instagram]]</div>
1) subscription is expired and plugins are disabled;
+
*<div class="article">[[WordPress plugin | WordPress integration]]</div>
 
+
*<div class="article">[[Bookings on Facebook | Facebook CTA button, widget and booking bot integrations]]</div>
2) number of activated plugins exceed amount allowed by subscription; please disable extra plugins;
+
*<div class="article">[[Other Integrations]]</div>
 
+
*<div class="article">[[Own domain | Custom Domain]]</div>
3) no settings were inserted.
+
|style="width:33%;" |
 
+
<div class="for-developers">
===Simplybook doesn’t sync with Google calendar===
+
<span style="font-size:x-large;">[[API| For developers]]</span></div>
1) please, notice that synchronization could take up to 10 mins;
+
*<div class="article">[[API| API documentation]]</div>
 
+
*<div class="article">[https://simplybook.me/api/explorer API Explorer]</div>
2) if Google updates calendar app, press “Export” button again to sync;
+
*<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>
3) wrong calendar was chosen (in Plugins // Plugins // Google calendar sync // Settings);
+
<br>
 
+
<div class="video">
4) Google calendar events should be marked as “busy” for correct synchronization.
+
<span style="font-size:x-large;">[[Video]]</span></div>
 
+
*<div class="article">[https://www.youtube.com/c/SimplyBookme-booking-system YouTube]</div>
===Clients/Providers didn’t get Email/SMS notification===
+
*<div class="article">[https://vimeo.com/simplybook Vimeo]</div>
1) Go Settings // Email/SMS Settings and check ticks in corresponding boxes;
+
|}
 
+
</nomobile>
2) Check Spam folder;
+
<mobileonly>
 
+
{|
3) Incorrect email of the client or service provider;
+
<div class="column">
 
+
<div class="getting-started">
===Divide 2S1SP bookings between SP / Transfer made bookings to another Service Provider===
+
<span style="font-size:x-large;"> [[Getting started]]</span></div>
1) Create 2nd SP and connect him/her to 2nd service;
+
*<div class="article">[https://simplybook.me/en/booking-system-features Our features]</div>
 
+
*<div class="article">[[Brief overview of the system]]</div>
2) Manually transfer
+
*<div class="article">[[Adding_services,_providers_and_availability(new_interface) | Adding services and providers]]</div>
 
+
*<div class="article">[[How to manage bookings]]</div>
===Can’t book a certain time/date===
+
*<div class="article">[[Custom_Features | Selecting Custom Features]]</div>
1) The provider can serve only 1 (x) person at a time
+
*<div class="article">[[Adjusting notifications]]</div>
 
+
*<div class="article">[[Adding other users to the system]]</div>
2) Check min time before reservation
+
*<div class="article">[[Importing the list of clients]]</div>
 
+
*<div class="article">[[Login and password]]</div>
3) Check client’s time
+
*<div class="article">[[How to delete account]]</div></div>
 
+
<div class="column">
4) Inconsistency with opening hours/ working time of the service provider
+
<div class="booking-website">
 
+
<span style="font-size:x-large;">[[Booking website]]</span></div>
5) Check special days
+
*<div class="article">[[Time slots are not showing up]]</div>
 
+
*<div class="article">[[Where to change my info]]</div>
6) Check Google Calendar
+
*<div class="article">[[Adjust_your_terminology/language | Adjusting your language]]</div>
 
+
*<div class="article">[[Design |Adjusting Design]]</div>
7) Change timeline
+
*<div class="article">[[How_to_change_the_way_time_slots_are_shown| Monthly/weekly/daily timelines]]</div>
+
*<div class="article">[[Remove Elements from booking page]]</div>
===Requests that deal with prices===
+
*<div class="article">[[Add elements to booking page]]</div>
1. Skip show mobile application advertisement on booking pages - Gold or Platinum
+
*<div class="article">[[Custom_Features#Intake_Forms| Ask additional questions on the Details Step]]</div>
 
+
*<div class="article">[[Categories and Locations]]</div>
2. Link removed from Iframe (white label) - Gold or Platinum
+
*<div class="article">[[Custom_Features#Accept_Payments| Accepting Payments]]</div></div>
 
+
<div class="column">
3. Our logo and link removed from email templates - Gold or Platinum
+
<div class="time-settings">
 
+
<span style="font-size:x-large;">[[Time settings]]</span></div>
===How to count sms credit===
+
*<div class="article">[[How_to_set_my_availability| How to set my availability]]</div>
2.3 /country’s price * American price
+
*<div class="article">[[Time and date settings]]</div>
 
+
*<div class="article">[[I_have_clients_in_different_time_zones | Time Zones]]</div>
e.x 2.3/0.0229*0.0052 = 0.5222
+
*<div class="article">[[Break times]]</div>
 
+
*<div class="article">[[Need_to_change_interval_(timeframe)| Change interval]]</div>
https://www.nexmo.com/pricing/
+
*<div class="article">[[Events (services on particular dates)]]</div>
 
+
*<div class="article">[[Recurring_services(packs)| Recurring services (packs)]]</div>
==Using Zapier.com==
+
*<div class="article">[[Buffer time]]</div>
 
+
*<div class="article">[[Book days]]</div></div>
===Zap tutorial SimplyBook and Gmail===
+
<div class="column">
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="prices-and-purchases">
 
+
<span style="font-size:x-large;">[[Prices and purchases]]</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">[[My subscription and how to renew]]</div>
 
+
*<div class="article">[[How_to_get_invoice | How to get invoice]]</div>
[[File:00.png|thumb|right|150px|Adding new field in Additional fields Settings.]]
+
*<div class="article">[[Important for Free accounts]]</div>
 
+
*<div class="article">[[SMS Pricing]]</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">[[Additional_Bookings | Additional Bookings]]</div>
 
+
*<div class="article">[[Link removal and custom domain | Link Removal and Custom Domain]]</div>
[[File:01.png|thumb|right|150px|Additional fields list.]]
+
*<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">
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="custom-features">
 
+
<span style="font-size:x-large;">[[Custom_Features |Custom Features]]</span></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">[[Custom Features | The list of all Custom Features with instructions]]</div>
After that, press “Make a New Zap”.
+
*<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>
Next, you will need to connect your SimplyBook account.
+
*<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>
[[File:02.png|thumb|left|150px|Connect SimplyBook to Zapier.]]
+
*<div class="article">[[What Custom Features do not work with each other]]</div></div>
 
+
<div class="column">
Verify your Simplybook account.
+
<div class="calendar-and-bookings">
 
+
<span style="font-size:x-large;">[[Calendar & Bookings]]</span></div>
[[File:03.png|thumb|right|150px|SimplyBook account is working.]]
+
*<div class="article">[[How to manage bookings]]</div>
 
+
*<div class="article">[[ Views_of_the_calendar| Provider/Service/Day/Week/Month views]]</div>
Connect and verify your Gmail account.
+
*<div class="article">[[Calendar_Notes| Using notes]]</div>
 
+
*<div class="article">[[Booking_reports| Booking reports]]</div>
[[File:04.png|thumb|right|150px|Gmail account is working.]]
+
*<div class="article">[[Break times]]</div>
 
+
*<div class="article">[[Adjusting notifications]]</div>
You can filter SimplyBook events if needed.
+
*<div class="article">[[Custom_Features#Calendar_Sync| Google/Outlook calendar synchronization]]</div></div>
 
+
<div class="column">
[[File:05.png|thumb|right|150px|Send notification if only provider exists in the system.]]
+
<div class="tips-for-business">
 
+
<span style="font-size:x-large;">[[Tips for your business | Other]]</span></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">[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>
[[File:06.png|thumb|left|150px|Match SimplyBook to Gmail.]]
+
*<div class="article">[[Business_enhancements| Business enhancement Custom Features]]</div>
 
+
*<div class="article">[[Tips for specific businesses]]</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">[[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">
[[File:06_1.png|thumb|right|150px|Enter notification text.]]
+
<div class="integration">
 
+
<span style="font-size:x-large;">[[Integration]]</span></div>
Test your newly created Zap.
+
*<div class="article">[[Widgets for your own website]]</div>
 
+
*<div class="article">[http://simplydemowidgets.mozello.com/ Widget examples]</div>
[[File:07.png|thumb|left|100px|Test Zap.]]
+
*<div class="article">[[Bookings on Facebook |Bookings on Facebook and Instagram]]</div>
 
+
*<div class="article">[[WordPress plugin | WordPress integration]]</div>
Name it and turn this Zap on.
+
*<div class="article">[[Bookings on Facebook | Facebook CTA button, widget and booking bot integrations]]</div>
 
+
*<div class="article">[[Other Integrations]]</div>
[[File:08.png|thumb|right|150px|Enter Zap name and run it.]]
+
*<div class="article">[[Own domain | Custom Domain]]</div></div>
 
+
<div class="column">
Check this Zap in the Zap list.
+
<div class="for-developers">
 
+
<span style="font-size:x-large;">[[API| For developers]]</span></div>
[[File:09.png|thumb|left|150px|Zap list.]]
+
*<div class="article">[[API| API documentation]]</div>
 
+
*<div class="article">[https://simplybook.me/api/explorer API Explorer]</div>
Congratulations, you have created a new connection that will send the copies of confirmation emails to various recipients!
+
*<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">
== Getting started ==
+
<div class="video">
<strong>MediaWiki has been successfully installed.</strong>
+
<span style="font-size:x-large;">[[Video]]</span></div>
 
+
*<div class="article">[https://www.youtube.com/c/SimplyBookme-booking-system YouTube]</div>
Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software.
+
*<div class="article">[https://vimeo.com/simplybook Vimeo]</div></div>
 
+
|}
* [//www.mediawiki.org/wiki/Special:MyLanguage/Manual:Configuration_settings Configuration settings list]
+
</mobileonly>
* [//www.mediawiki.org/wiki/Special:MyLanguage/Manual:FAQ MediaWiki FAQ]
 
* [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list]
 
* [//www.mediawiki.org/wiki/Special:MyLanguage/Localisation#Translation_resources Localise MediaWiki for your language]
 
* [[Typical requests]]
 

Revision as of 08:22, 9 July 2020