Difference between revisions of "Help Center"

From SimplyBook.me
(229 intermediate revisions by 3 users not shown)
Line 1: Line 1:
−
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Quisque est ipsum, gravida eu nisl ac, aliquam placerat ligula. Ut interdum, velit eget porta blandit, massa augue vestibulum nulla, sit amet suscipit quam diam ut est. Nunc pretium magna vel massa eleifend volutpat. Praesent mattis ipsum vitae posuere imperdiet. Pellentesque vulputate a nibh et ultrices. Proin ac imperdiet nulla. Curabitur ut congue magna. Maecenas egestas egestas blandit. Vestibulum laoreet non erat a rutrum. Praesent sit amet justo risus.
+
{{#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.
+
| 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>
−
 
+
*<div class="article">[[Bookings on Facebook |Bookings on Facebook and Instagram]]</div>
−
===Plugin doesn’t work / Plugin problems===
+
*<div class="article">[[WordPress plugin | WordPress integration]]</div>
−
1) subscription is expired and plugins are disabled;
+
*<div class="article">[[Bookings on Facebook | Facebook CTA button, widget and booking bot integrations]]</div>
−
 
+
*<div class="article">[[Other Integrations]]</div>
−
2) number of activated plugins exceed amount allowed by subscription; please disable extra plugins;
+
*<div class="article">[[Own domain | Custom Domain]]</div>
−
 
+
|style="width:33%;" |
−
3) no settings were inserted.
+
<div class="for-developers">
−
 
+
<span style="font-size:x-large;">[[API| For developers]]</span></div>
−
 
+
*<div class="article">[[API| API documentation]]</div>
−
===Simplybook doesn’t sync with Google calendar===
+
*<div class="article">[https://simplybook.me/api/explorer API Explorer]</div>
−
1) please, notice that synchronization could take up to 10 mins;
+
*<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>
−
2) if Google updates calendar app, press “Export” button again to sync;
+
<br>
−
 
+
<div class="video">
−
3) wrong calendar was chosen (in Plugins // Plugins // Google calendar sync // Settings);
+
<span style="font-size:x-large;">[[Video]]</span></div>
−
 
+
*<div class="article">[https://www.youtube.com/c/SimplyBookme-booking-system YouTube]</div>
−
4) Google calendar events should be marked as “busy” for correct synchronization.
+
*<div class="article">[https://vimeo.com/simplybook Vimeo]</div>
−
 
+
|}
−
 
+
</nomobile>
−
===Clients/Providers didn’t get Email/SMS notification===
+
<mobileonly>
−
1) Go Settings // Email/SMS Settings and check ticks in corresponding boxes;
+
{|
−
 
+
<div class="column">
−
2) Check Spam folder;
+
<div class="getting-started">
−
 
+
<span style="font-size:x-large;"> [[Getting started]]</span></div>
−
3) Incorrect email of the client or service provider;
+
*<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>
−
===Divide 2S1SP bookings between SP / Transfer made bookings to another Service Provider===
+
*<div class="article">[[How to manage bookings]]</div>
−
1) Create 2nd SP and connect him/her to 2nd service;
+
*<div class="article">[[Custom_Features | Selecting Custom Features]]</div>
−
 
+
*<div class="article">[[Adjusting notifications]]</div>
−
2) Manually transfer
+
*<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>
−
===Can’t book a certain time/date===
+
*<div class="article">[[How to delete account]]</div></div>
−
1) The provider can serve only 1 (x) person at a time
+
<div class="column">
−
 
+
<div class="booking-website">
−
2) Check min time before reservation
+
<span style="font-size:x-large;">[[Booking website]]</span></div>
−
 
+
*<div class="article">[[Time slots are not showing up]]</div>
−
3) Check client’s time
+
*<div class="article">[[Where to change my info]]</div>
−
 
+
*<div class="article">[[Adjust_your_terminology/language | Adjusting your language]]</div>
−
4) Inconsistency with opening hours/ working time of the service provider
+
*<div class="article">[[Design |Adjusting Design]]</div>
−
 
+
*<div class="article">[[How_to_change_the_way_time_slots_are_shown| Monthly/weekly/daily timelines]]</div>
−
5) Check special days
+
*<div class="article">[[Remove Elements from booking page]]</div>
−
 
+
*<div class="article">[[Add elements to booking page]]</div>
−
6) Check Google Calendar
+
*<div class="article">[[Custom_Features#Intake_Forms| Ask additional questions on the Details Step]]</div>
−
 
+
*<div class="article">[[Categories and Locations]]</div>
−
7) Change timeline
+
*<div class="article">[[Custom_Features#Accept_Payments| Accepting Payments]]</div></div>
−
 
+
<div class="column">
−
 
+
<div class="time-settings">
−
===How to create different schedules for services===
+
<span style="font-size:x-large;">[[Time settings]]</span></div>
−
 
+
*<div class="article">[[How_to_set_my_availability| How to set my availability]]</div>
−
It is possible to set up different schedules for service providers, and to connect service providers to specific services. That's why to set different schedule for service:
+
*<div class="article">[[Time and date settings]]</div>
−
 
+
*<div class="article">[[I_have_clients_in_different_time_zones | Time Zones]]</div>
−
1. Please go to Manage // Service providers // Add service providers button and create providers for each of your services.
+
*<div class="article">[[Break times]]</div>
−
 
+
*<div class="article">[[Need_to_change_interval_(timeframe)| Change interval]]</div>
−
2. Then please in Manage // Service providers click on clock icon and set schedule for your providers.
+
*<div class="article">[[Events (services on particular dates)]]</div>
−
 
+
*<div class="article">[[Recurring_services(packs)| Recurring services (packs)]]</div>
−
3. Then please go to Manage // Connect service providers to services and drag and drop boxes with providers to corresponding boxes with services
+
*<div class="article">[[Buffer time]]</div>
−
 
+
*<div class="article">[[Book days]]</div></div>
−
4. Not necessary step. You now have Employee step on the booking page. To skip it please use Any employee selector plugin​ with checked "Hide other service providers from booking interface" option.
+
<div class="column">
−
 
+
<div class="prices-and-purchases">
−
For example, you have two services "Children" and "Adults" and you create two service providers "Children tutor" and "Adults' tutor" (even if there is only one performer for both services in reality). Then you relate each service to corresponding service provider (Children-Children tutor, Adults-Adults' Tutor) and set up working days for Children tutor to Monday and Wednesday and for Adults' tutor to Tuesday and Thursday.
+
<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>
−
===How to add buffer time to services===
+
*<div class="article">[[Important for Free accounts]]</div>
−
 
+
*<div class="article">[[SMS Pricing]]</div>
−
Please go to Manage // Services // Pen icon and
+
*<div class="article">[[Additional_Bookings | Additional Bookings]]</div>
−
 
+
*<div class="article">[[Link removal and custom domain | Link Removal and Custom Domain]]</div>
−
1. Change Service duration to Actual duration + buffer time.
+
*<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">
−
2. Press Hide duration link.
+
<div class="custom-features">
−
 
+
<span style="font-size:x-large;">[[Custom_Features |Custom Features]]</span></div>
−
3. Put actual duration to Service name.
+
*<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>
−
===How to remove feedback requests===
+
*<div class="article">[[Popular_custom_features_by_business_category | TOP 10 Custom Features per Business Category]]</div>
−
Go to Settings // Configuration, and set Feedback to Disable. Then nothing is sent.
+
*<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>
−
You can also keep the Feedback email sending, but in Settings // Email and SMS settings, go to Feedback email and use it as a simple thank you email and remove any feedback request from it.
+
<div class="column">
−
 
+
<div class="calendar-and-bookings">
−
 
+
<span style="font-size:x-large;">[[Calendar & Bookings]]</span></div>
−
===How to remove Phone field from booking form===
+
*<div class="article">[[How to manage bookings]]</div>
−
 
+
*<div class="article">[[ Views_of_the_calendar| Provider/Service/Day/Week/Month views]]</div>
−
Please go to Plugins // Plugins and enable Custom CSS plugin. Then in plugin's Settings or in Design // Custom CSS paste to Booking page CSS window the following code:
+
*<div class="article">[[Calendar_Notes| Using notes]]</div>
−
 
+
*<div class="article">[[Booking_reports| Booking reports]]</div>
−
<pre>.phone-element.form-title, .phone-element.form-element {
+
*<div class="article">[[Break times]]</div>
−
    display: none;
+
*<div class="article">[[Adjusting notifications]]</div>
−
}</pre>
+
*<div class="article">[[Custom_Features#Calendar_Sync| Google/Outlook calendar synchronization]]</div></div>
−
 
+
<div class="column">
−
This code works for all themes: Clean slide, default, Gray v-card, Web-factory, Square rainbow, Joy.
+
<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>
−
===Requests that deal with prices===
+
*<div class="article">[[Statistics_%26_Analytics| Statistics Custom Features]]</div>
−
1. Skip show mobile application advertisement on booking pages - Gold or Platinum
+
*<div class="article">[[Business_enhancements| Business enhancement Custom Features]]</div>
−
 
+
*<div class="article">[[Tips for specific businesses]]</div>
−
2. Link removed from Iframe (white label) - Gold or Platinum
+
*<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">
−
3. Our logo and link removed from email templates - Gold or Platinum
+
<div class="integration">
−
 
+
<span style="font-size:x-large;">[[Integration]]</span></div>
−
 
+
*<div class="article">[[Widgets for your own website]]</div>
−
===How to count sms credit===
+
*<div class="article">[http://simplydemowidgets.mozello.com/ Widget examples]</div>
−
2.3 /country’s price * American price
+
*<div class="article">[[Bookings on Facebook |Bookings on Facebook and Instagram]]</div>
−
 
+
*<div class="article">[[WordPress plugin | WordPress integration]]</div>
−
e.x 2.3/0.0229*0.0052 = 0.5222
+
*<div class="article">[[Bookings on Facebook | Facebook CTA button, widget and booking bot integrations]]</div>
−
 
+
*<div class="article">[[Other Integrations]]</div>
−
https://www.nexmo.com/pricing/
+
*<div class="article">[[Own domain | Custom Domain]]</div></div>
−
 
+
<div class="column">
−
 
+
<div class="for-developers">
−
==Using Zapier.com==
+
<span style="font-size:x-large;">[[API| For developers]]</span></div>
−
 
+
*<div class="article">[[API| API documentation]]</div>
−
===Zap tutorial SimplyBook and Gmail===
+
*<div class="article">[https://simplybook.me/api/explorer API Explorer]</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">[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>
−
[[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="column">
−
 
+
<div class="video">
−
Firstly, create an additional field for the 2nd recipient in admin Simplybook app with the help of “Additional Fields” plugin.
+
<span style="font-size:x-large;">[[Video]]</span></div>
−
 
+
*<div class="article">[https://www.youtube.com/c/SimplyBookme-booking-system YouTube]</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">[https://vimeo.com/simplybook Vimeo]</div></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.
+
|}
−
 
+
</mobileonly>
−
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/ .
 
−
After that, press “Make a New Zap”.
 
−
 
 
−
Next, you will need to connect your SimplyBook account.
 
−
 
 
−
Verify your Simplybook account.
 
−
 
 
−
Connect and verify your Gmail account.
 
−
 
 
−
You can filter SimplyBook events if needed.
 
−
 
 
−
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.
 
−
 
 
−
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.
 
−
 
 
−
Test your newly created Zap.
 
−
 
 
−
Name it and turn this Zap on.
 
−
 
 
−
Check this Zap in the Zap list.
 
−
 
 
−
 
 
−
 
 
−
Congratulations, you have created a new connection that will send the copies of confirmation emails to various recipients!
 
−
 
 
−
 
 
−
== Getting started ==
 
−
<strong>MediaWiki has been successfully installed.</strong>
 
−
 
 
−
Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software.
 
−
 
 
−
* [//www.mediawiki.org/wiki/Special:MyLanguage/Manual:Configuration_settings Configuration settings list]
 
−
* [//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


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"