Difference between revisions of "How to manage bookings"

From SimplyBook.me
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<br><br>
 
<br><br>
 
=Where to find all my bookings=
 
=Where to find all my bookings=
1. '''In Calendar''' (tab in the left-side menu).<br/>
+
1. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> (item in the left-side menu).<br/>
 
(you can choose the view convenient for you)
 
(you can choose the view convenient for you)
 
[[File:Calendar page v3.png | center ]]
 
[[File:Calendar page v3.png | center ]]
 
<br/><br/>
 
<br/><br/>
2. In '''Reports//Booking details'''.
+
2. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details.</span>
 
You can use filters to easily find your bookings for specific service, provider, client or date range. <br/>
 
You can use filters to easily find your bookings for specific service, provider, client or date range. <br/>
 
[[File:Detailed report v3.png | center ]]<br/>
 
[[File:Detailed report v3.png | center ]]<br/>
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=How to add a booking from admin calendar=
 
=How to add a booking from admin calendar=
1. '''In Calendar''' (tab in the left-side menu) select the desirable view, the date you need to add the booking to (you may also use the filters at the top for convenience) and either simply click on free space or select the necessary time period by dragging.
+
1. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> (item in the left-side menu) select the desirable view, the date you need to add the booking to (you may also use the filters at the top for convenience) and either simply click on free space or select the necessary time period by dragging.
 
[[File:Add booking from admin step 1.png|border|center]]
 
[[File:Add booking from admin step 1.png|border|center]]
 
<br><br>
 
<br><br>
2. Fill in the pop-up form that appears: select or add the client, choose provider and service/class, set the start and end date and time. It is possible to book for a time period that is different from service duration and is multiple of the selected timeframe.<br>
+
2. Fill in the pop-up form that appears: select or add the client, choose provider and service/class, set the start and end date and times. It is possible to book for a time period that is different from service duration and is multiple of the selected timeframe.<br>
(It may be required to fill in more fields in the pop-up form in case you use additional [[Custom_Features|Custom Features]].<br>
+
(It may be required to fill in more fields in the pop-up form in case you use additional <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features|Custom Features]].</span><br>
For example, if you are using [[Accept_payments_custom_feature|Accept Payments]] and wish the invoice to be generated when the booking is added from the admin side you need to check the box "Receive payment" and select the desired payment method before saving the reservation.<br>
+
For example, if you are using <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept_payments_custom_feature|Accept Payments]]</span> and wish the invoice to be generated when the booking is added from the admin side you need to check the box <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Receive payment</span> and select the desired payment method before saving the reservation.<br>
'''Please note!''' This option can be selected during new booking creation only. If the booking was created without invoice generation but you need the invoice to be attached you can cancel such booking and create a new one with the use of "Receive payment" option selected)
+
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' This option can be selected during new booking creation only. If the booking was created without invoice generation but you need the invoice to be attached you can cancel such booking and create a new one with the use of <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Receive payment</span> option selected)</span>
 
[[File:Add booking from admin step 2.png|border|center]]
 
[[File:Add booking from admin step 2.png|border|center]]
 
<br><br>
 
<br><br>
 
=How to edit bookings=
 
=How to edit bookings=
  
1. '''In Calendar''' (tab in the left-side menu) click on the booking to open details and then press "Edit" to change any information about the booking. To change the time of the appointment, simply drag and drop booking to the available time you need. You can easily add Comment to Booking or view other bookings of this client by pressing "Client Report"<br/>
+
1. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> (item in the left-side menu) click on the booking to open details and then press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Edit</span> to change any information about the booking. To change the time of the appointment, simply drag and drop booking to the available time you need. You can easily add <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Comment</span> to the appointment or view other bookings of this client by pressing <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span> button<br/>
 
[[File:How to edit booking v3.png | center ]]
 
[[File:How to edit booking v3.png | center ]]
 
<br/><br/>
 
<br/><br/>
2. '''In Reports//Booking details'''. Click on "View" button for the necessary booking to open details and then press "Edit" to change any information about the booking.
+
2. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details.</span> Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">View</span> button for the necessary booking to open details and then press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Edit</span> to change any information about the booking.
 
You can use filters to easily find your bookings for specific service, provider, client or date range.<br/>
 
You can use filters to easily find your bookings for specific service, provider, client or date range.<br/>
 
[[File:Detailed report edit booking.png | center ]]
 
[[File:Detailed report edit booking.png | center ]]
 
<br><br>
 
<br><br>
'''Please note!''' It is not possible to edit booking that was already cancelled.
+
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' It is not possible to edit booking that was already cancelled.</span>
 
<br><br>
 
<br><br>
 
=How to cancel bookings=
 
=How to cancel bookings=
 
1. For admin or user
 
1. For admin or user
In '''Calendar''' (tab in the left-side menu) or in  in '''Reports // Booking details'''. Click on the booking to open the details or use "View" option if in Reports and then press "Cancel booking" button. <br/>
+
In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> (left-side menu) or in  in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details.</span> Click on the booking to open the details or use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">View</span> option if in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> and then press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Cancel booking</span> button. <br/>
 
[[File:Cancel booking v3.png | center ]]
 
[[File:Cancel booking v3.png | center ]]
 +
<br/><br/>
 +
In case you need to cancel many bookings at once you can do that in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details.</span><br>
 +
You can use the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">filter</span> if necessary, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">check the boxes</span> with the bookings to cancel and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Cancel selected</span> button at the top.<br>
 +
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' It is possible to cancel the appointments from one report page at a time.</span>
 +
[[File:Mass cancellation detailed report.png|1200px|border|center]]
 
<br/><br/>
 
<br/><br/>
 
2. For client
 
2. For client
To cancel their bookings, clients can click "cancel link" in their confirmation emails.
+
To cancel their bookings, clients can click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">cancel link</span> in their confirmation emails.
 
[[File:CancelBookingLink750.png | center ]]
 
[[File:CancelBookingLink750.png | center ]]
 
<br/><br/>
 
<br/><br/>
''If you want to prohibit clients from cancelling, you may need [[Custom_Features#Cancellation_Policy| Cancellation Policy Custom Feature]].''
+
Or use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Cancel</span> button on the booking website, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">My bookings</span> tab.<br>
 +
(If you want to prohibit clients from cancelling the appointments, you may need <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Receive payment</span>[[Custom_Features#Cancellation_Policy| Cancellation Policy Custom Feature]].</span>)
 +
<br><br>
 
<br><br>
 
<br><br>

Revision as of 13:49, 15 July 2021



Where to find all my bookings

1. In Calendar (item in the left-side menu).
(you can choose the view convenient for you)

Calendar page v3.png



2. In Reports -> Booking details. You can use filters to easily find your bookings for specific service, provider, client or date range.

Detailed report v3.png




How to add a booking from admin calendar

1. In Calendar (item in the left-side menu) select the desirable view, the date you need to add the booking to (you may also use the filters at the top for convenience) and either simply click on free space or select the necessary time period by dragging.

Add booking from admin step 1.png



2. Fill in the pop-up form that appears: select or add the client, choose provider and service/class, set the start and end date and times. It is possible to book for a time period that is different from service duration and is multiple of the selected timeframe.
(It may be required to fill in more fields in the pop-up form in case you use additional Custom Features.
For example, if you are using Accept Payments and wish the invoice to be generated when the booking is added from the admin side you need to check the box Receive payment and select the desired payment method before saving the reservation.
Please note! This option can be selected during new booking creation only. If the booking was created without invoice generation but you need the invoice to be attached you can cancel such booking and create a new one with the use of Receive payment option selected)

Add booking from admin step 2.png



How to edit bookings

1. In Calendar (item in the left-side menu) click on the booking to open details and then press Edit to change any information about the booking. To change the time of the appointment, simply drag and drop booking to the available time you need. You can easily add Comment to the appointment or view other bookings of this client by pressing Clients button

How to edit booking v3.png



2. In Reports -> Booking details. Click on View button for the necessary booking to open details and then press Edit to change any information about the booking. You can use filters to easily find your bookings for specific service, provider, client or date range.

Detailed report edit booking.png



Please note! It is not possible to edit booking that was already cancelled.

How to cancel bookings

1. For admin or user In Calendar (left-side menu) or in in Reports -> Booking details. Click on the booking to open the details or use View option if in Reports and then press Cancel booking button.

Cancel booking v3.png



In case you need to cancel many bookings at once you can do that in Reports -> Booking details.
You can use the filter if necessary, check the boxes with the bookings to cancel and click on Cancel selected button at the top.
Please note! It is possible to cancel the appointments from one report page at a time.

Mass cancellation detailed report.png



2. For client To cancel their bookings, clients can click cancel link in their confirmation emails.

CancelBookingLink750.png



Or use Cancel button on the booking website, My bookings tab.
(If you want to prohibit clients from cancelling the appointments, you may need Receive payment Cancellation Policy Custom Feature.)