Difference between revisions of "How to set my availability"

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Video tutorial [[File:Youtube-Logo.png|link=https://youtu.be/tn7sWzJ7ezc]]
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<br><br>
 
=I am alone and perform only 1 service=
 
=I am alone and perform only 1 service=
In this case you can set your availability in Time settings//Company opening hours  (for regular weekly schedule) and in Time settings//Company special days (for specific date schedule). Click on the slots to make them available (green) or unavailable (grey).
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<br><br>
 
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In this case you can set your availability in Settings//Company opening hours  (for regular weekly schedule) and in Settings//Company opening hours//Special days schedule (for specific date schedule). Use the sliders to adjust available time (bright blue line).
[[File:TSWCompany750.png | center]]
 
  
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[[File:Company week schedule.png | center]]
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<br><br>
 
;You may also need:
 
;You may also need:
 
*[[Need_to_change_interval_(timeframe)| Other interval than 60 minutes]]
 
*[[Need_to_change_interval_(timeframe)| Other interval than 60 minutes]]
 
*[[How_to_change_the_way_time_slots_are_shown| Change the way time slots are shown on the booking page]]
 
*[[How_to_change_the_way_time_slots_are_shown| Change the way time slots are shown on the booking page]]
 
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<br><br>
 
=I have schedules for services=
 
=I have schedules for services=
;For all new companies:
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<br><br>
In Manage//Services clock icon near each service will appear. Click that clock icon to set regular schedules for services (Weekly schedule) or schedules for some specific dates (Special days tab).
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In Manage//Services//Service schedule tab move the sliders to set open times for this service if it differs from usual company schedule.
[[File:Clock icon on service.png| center]]
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<br><br>
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[[File:Service schedule new.png | center]]
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<br><br>
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If the service has the same schedule as company you do not have to change anything there, it will be applied automatically.
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<br><br>
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If you need to set some exceptions in service schedule for holidays or other needs please choose "Show advanced settings" and then “Special days schedule” tab.
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<br><br>
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[[File:Service special days.png | center]]
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<br><br>
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;You may also need:
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*[[Need_to_change_interval_(timeframe)| Other interval than 60 minutes]]
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*[[How_to_change_the_way_time_slots_are_shown| Change the way time slots are shown on the booking page]]
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<br><br>
  
;For older companies:
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=I have schedules for providers=
1. Enable schedules for services in Settings//Configuration//
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<br><br>
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You can set regular schedule for providers  in Manage//Service providers//Service provider schedule or in Settings // Provider schedule. For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by clicking on the corresponding slots to make them available (bright blue)/not available (light blue or white). To make day of the week working/off use switcher near the weekday names
  
[[File:Settings configuration.png| center]]
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[[File:Provider_schedule_v3.png| center]]
Hide special times settings for services//No//Save settings.
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<br><br>
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You can set schedule for some specific date for providers in Settings // Providers schedule // Special days schedule tab. For example, if you work differently on certain date or have day off, you can click on the date and set schedule by clicking on the corresponding slots to make them available (bright blue)/not available (light blue or white).  
  
[[File:Hide special time settings for services.png| center]]
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[[File:Provider special days v3.png | center]]
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<br><br>
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To make some date working/offday,  click on the date and use switcher "Is working day?". If you need to remove special day settings for some date, click on the date and press white button "clear special day".
  
2. In Manage//Services clock icon near each service will appear. Click that clock icon to set regular schedules for services (Weekly schedule) or schedules for some specific dates (Special days tab).
 
[[File:Clock icon on service.png| center]]
 
  
=I have schedules for providers=
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[[File:Clear special day.png| center]]
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<br><br>
 
=I have both schedules for services and for providers=
 
=I have both schedules for services and for providers=
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<br><br>
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If you have both schedules for services and for providers, then only intersection of available time for service and for provider will be available for booking.  For example, service is available 9-12, provider is available 11-17, then only time 11-12 will be available for booking because earlier provider is not working and no one can perform the service and later, the service is not available.
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*[[How_to_set_my_availability#I_have_schedules_for_services| '''See instructions how to create schedules for services''']]
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*[[How_to_set_my_availability#I_have_schedules_for_providers| '''See instructions how to create schedules for providers''']]
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'''Please note!''' Providers'/Services' working hours should be within opening hours of the company! If you can't open specific times for provider/service, please open those times for the company first and then for provider/service.
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<br>
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:''Please check our video tutorial on setting up the availability [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=WnFJxPpkC2A&t=1s]]''
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<br>
 
=Opening hours vs special days=
 
=Opening hours vs special days=
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<br><br>
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There are 2 types of time settings:
  
There are 2 types of time settings:
 
 
;Opening hours.
 
;Opening hours.
It is regular schedule you have on a weekly basis. If you are the only provider, you can set it in Time Settings // Company opening hours. If you have several providers, you can set their regular schedule in Time settings // Provider schedule. For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by clicking on the corresponding slots. To make day of the week working/off press "Make working day"/ "Make day off" above the day of the week.
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It is regular schedule you have on a weekly basis. If you are the only provider, you can set it in Settings // Company opening hours. If you have several providers, you can set their regular schedule in Settings // Provider schedule. For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by clicking on the corresponding slots. To make day of the week working/off use switchers near weekday names.
  
  
[[File:TSWCompany750.png | center]]
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[[File:Company week schedule.png | center]]
  
  
 
;Special days
 
;Special days
Contrary to Opening hours, which is regular schedule, Special Days is schedule by date. If you do not have regular schedule or plan one-time event, you can use Special days to open/close only specific dates. To set specific schedule for company (Time settings // Company special days) or provider (Time settings // Provider special days) click on the date and insert the schedule you need or make it a day off. This feature can be used if you plan to open in a months and want to prevent bookings until then (make all days off before the opening date) or to insert national holidays in your schedule. Special days of the company are highlighted with yellow, providers' special days are highlighted with red.  
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Contrary to Opening hours, which is regular schedule, Special Days is schedule by date. If you do not have regular schedule or plan one-time event, you can use Special days to open/close only specific dates. To set specific schedule for company (Settings // Company opening hours // Special days schedule) or provider (Settings // Providers schedule // Special days schedule) click on the date and insert the schedule you need or make it a day off. This feature can be used if you plan to open in months and want to prevent bookings until then (make all days off before the opening date) or to insert national holidays in your schedule. Special days of the company are highlighted with yellow, providers' special days are highlighted with red.  
  
  
[[File:TSSCompany750.png | center]]
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[[File:Company special days view v3.png | center]]
  
  
''Note! Providers' working hours should be within opening hours of the company! If you can't open specific times for provider, please open those times for the company first and then for provider.''
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'''Please note!''' Providers'/Services' working hours should be within opening hours of the company! If you can't open specific times for provider/service, please open those times for the company first and then for provider/service.
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<br><br>
  
  
[[Knowledge Base]]
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'''Special Days Use Guide'''
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<br>
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There are cases where you or one of your employees may need a day off or wish to adjust working hours for a specific date without affecting other scheduled days.
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<br>
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Simplybook.me provides a simple solution for this.
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<br><br>
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;How to use
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<br>
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1. To set up a special day schedule for a specific provider, navigate to Settings > Providers schedule > Special days schedule section (located at the top of the page).
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[[File:Provider special days path new.png|1200px|center|link=https://help.simplybook.me/images/5/5c/Provider_special_days_path_new.png]]
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2. Choose the service provider on this page to set up the special days schedule.
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[[File:Select provider new.png|1200px|center|link=https://help.simplybook.me/images/f/fb/Select_provider_new.png]]
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3. Clicking on the desired date opens a window for setting up the schedule for that provider on a specific date. You can adjust the working hours or create a day-off by toggling “Is working day?” and clicking the “Done” button.
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[[File:Provider special day popup overview.png|1200px|center|link=https://help.simplybook.me/images/d/d3/Provider_special_day_popup_overview.png]]
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<br><br>
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4. If there's a need to adjust several dates for a particular provider with the same schedule, use the toggle “Enable group dates selection.” Click on it, choose the dates, and click the “Edit schedule” button.<br>
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You'll see the same window with options to adjust the schedule or create a day-off for the provider. The calendar will display special days highlighted in red.
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[[File:Group date selection new.png|1200px|center|link=https://help.simplybook.me/images/6/69/Group_date_selection_new.png]]
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[[File:Provider special days result.png|1200px|center|link=https://help.simplybook.me/images/2/29/Provider_special_days_result.png]]
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<br><br>
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Similar actions can be performed for a particular service on a special day in Settings > Service schedule > Special days schedule section, following the steps described in this guide.
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<br><br>

Latest revision as of 10:47, 12 March 2024



Video tutorial Youtube-Logo.png

I am alone and perform only 1 service



In this case you can set your availability in Settings//Company opening hours (for regular weekly schedule) and in Settings//Company opening hours//Special days schedule (for specific date schedule). Use the sliders to adjust available time (bright blue line).

Company week schedule.png



You may also need



I have schedules for services



In Manage//Services//Service schedule tab move the sliders to set open times for this service if it differs from usual company schedule.

Service schedule new.png



If the service has the same schedule as company you do not have to change anything there, it will be applied automatically.

If you need to set some exceptions in service schedule for holidays or other needs please choose "Show advanced settings" and then “Special days schedule” tab.

Service special days.png



You may also need



I have schedules for providers



You can set regular schedule for providers in Manage//Service providers//Service provider schedule or in Settings // Provider schedule. For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by clicking on the corresponding slots to make them available (bright blue)/not available (light blue or white). To make day of the week working/off use switcher near the weekday names

Provider schedule v3.png



You can set schedule for some specific date for providers in Settings // Providers schedule // Special days schedule tab. For example, if you work differently on certain date or have day off, you can click on the date and set schedule by clicking on the corresponding slots to make them available (bright blue)/not available (light blue or white).

Provider special days v3.png



To make some date working/offday, click on the date and use switcher "Is working day?". If you need to remove special day settings for some date, click on the date and press white button "clear special day".


Clear special day.png



I have both schedules for services and for providers



If you have both schedules for services and for providers, then only intersection of available time for service and for provider will be available for booking. For example, service is available 9-12, provider is available 11-17, then only time 11-12 will be available for booking because earlier provider is not working and no one can perform the service and later, the service is not available.


Please note! Providers'/Services' working hours should be within opening hours of the company! If you can't open specific times for provider/service, please open those times for the company first and then for provider/service.

Please check our video tutorial on setting up the availability Youtube-Logo.png


Opening hours vs special days



There are 2 types of time settings:

Opening hours.

It is regular schedule you have on a weekly basis. If you are the only provider, you can set it in Settings // Company opening hours. If you have several providers, you can set their regular schedule in Settings // Provider schedule. For example, if you work Monday-Friday 9a.m - 5p.m you simply set schedule for those dates by clicking on the corresponding slots. To make day of the week working/off use switchers near weekday names.


Company week schedule.png


Special days

Contrary to Opening hours, which is regular schedule, Special Days is schedule by date. If you do not have regular schedule or plan one-time event, you can use Special days to open/close only specific dates. To set specific schedule for company (Settings // Company opening hours // Special days schedule) or provider (Settings // Providers schedule // Special days schedule) click on the date and insert the schedule you need or make it a day off. This feature can be used if you plan to open in months and want to prevent bookings until then (make all days off before the opening date) or to insert national holidays in your schedule. Special days of the company are highlighted with yellow, providers' special days are highlighted with red.


Company special days view v3.png


Please note! Providers'/Services' working hours should be within opening hours of the company! If you can't open specific times for provider/service, please open those times for the company first and then for provider/service.


Special Days Use Guide
There are cases where you or one of your employees may need a day off or wish to adjust working hours for a specific date without affecting other scheduled days.
Simplybook.me provides a simple solution for this.

How to use


1. To set up a special day schedule for a specific provider, navigate to Settings > Providers schedule > Special days schedule section (located at the top of the page).

Provider special days path new.png



2. Choose the service provider on this page to set up the special days schedule.

Select provider new.png



3. Clicking on the desired date opens a window for setting up the schedule for that provider on a specific date. You can adjust the working hours or create a day-off by toggling “Is working day?” and clicking the “Done” button.

Provider special day popup overview.png



4. If there's a need to adjust several dates for a particular provider with the same schedule, use the toggle “Enable group dates selection.” Click on it, choose the dates, and click the “Edit schedule” button.
You'll see the same window with options to adjust the schedule or create a day-off for the provider. The calendar will display special days highlighted in red.

Group date selection new.png
Provider special days result.png



Similar actions can be performed for a particular service on a special day in Settings > Service schedule > Special days schedule section, following the steps described in this guide.