Difference between revisions of "Help Center"

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

Revision as of 08:22, 9 July 2020