Difference between revisions of "Tips for specific businesses"

From SimplyBook.me
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|keywords=faq, frequently asked questions, scheduling software, employee scheduling software, free scheduling software, booking calendar, booking software, free online calendar, online calendar, online scheduling, online appointment scheduling, online booking calendar
 
|keywords=faq, frequently asked questions, scheduling software, employee scheduling software, free scheduling software, booking calendar, booking software, free online calendar, online calendar, online scheduling, online appointment scheduling, online booking calendar
 
}}
 
}}
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<span class="qa">[https://www.youtube.com/watch?v=7Z0fHYEaVNo&feature=youtu.be Beauty salons]</span>
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<div class="mw-collapsible-content">
  
  
 +
:'''Video tutorial available ''[https://www.youtube.com/watch?v=7Z0fHYEaVNo&feature=youtu.be here]'''''.
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</div>
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</div>
 +
<br/>
 
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<span class="qa">[[Quest rooms]]</span>
 
<span class="qa">[[Quest rooms]]</span>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
[https://simplybook.me/ Simplybook] is a perfect online booking system for quest and escape rooms of various types. It allows clients to choose the room and book specific time when the game will take place. Clients can leave feedback's on the company booking page after follow up email.  
+
<br><br>
In order to use [https://simplybook.me/ Simplybook.me] efficiently we recommend the following features of online appointment scheduling software for Quest and Escape rooms:
+
[https://simplybook.me/ Simplybook] is a perfect online booking system for quest and escape rooms of various types. It allows clients to choose the room and book specific time when the game will take place. Clients can leave feedback on the company booking page after the follow up email.  
 
+
In order to use [https://simplybook.me/ Simplybook.me] efficiently we recommend the following setup:
:1. Create service as game with corresponding duration. Use Manage // Services // Pen icon to edit service duration.<br>
+
<br><br>
[[File:QuestWikiGame750.png | 750px | center ]]<br><br>
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:1. Create service as game with corresponding duration in Manage // Services // "+". Use Manage // Services // Time details to edit service duration.<br>
:2. Making providers as rooms. In Manage // Providers // Add service provider - create the number of providers equal to the rooms you have.<br>
+
[[File:Quest service v3.png | center ]]<br><br>
[[File:QuestWikiRooms750.png | 750px | center ]]<br><br>
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:2. Make providers as rooms. In Manage // Service Providers // "+" to add new service provider - create the number of providers equal to the rooms you have.<br>
Make sure that each provider can serve 1 client at a time. <br>
+
[[File:Quest create providers.png | center ]]<br><br>
[[File:WikiQuest1Client400.png | 400px | center ]]<br><br>
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:3. Make sure that each provider can serve 1 client at a time. <br>
You can also set specific availability for that room by clicking on the clock icon on provider in Manage // Providers.
+
[[File:Quest number of clients.png | center ]]<br><br>
:3. Rename the word "Employee" on the booking page to "Room" or "Game" in Settings // General settings // Custom translations.
+
:4. You can also set specific availability for that room by clicking on "Customize time settings for this provider" on "Service provider schedule" tab in Manage // Service Providers.<br><br>
[[File:QuestWikiBookingPage600.png | 600px | center ]]<br><br>
+
:5. Rename the word "Employee" on the booking page to "Room" or "Game" in Settings // General settings // Custom translations.
:4. If each room has different price and you are planning to accept payments online with our [[Custom_Features#Accept_Payments| Accept Payments Custom Feature]], create more services in Manage // Services // Add service button, set price for those services and relate with rooms with the help of "edit service and provider connections" button.<br>
+
[[File:Quest rooms booking page view v3.png | center ]]<br><br>
[[File:Services and providers.png| center ]]<br><br>
+
:6. If each room has different price and you plan to accept payments online with our [[Custom_Features#Accept_Payments| Accept Payments]] custom feature, create more services in Manage // Services // Add service, set price for those services and relate with rooms by checking correponding boxes in "Service providers" tab.<br>
:5. If morning game prices are different from evening/weekend game prices - add Morning games and Evening/weekend games services in Manage // Services, and set corresponding price for each service. Then in Manage // Providers create 2 providers for each game and set available hours for providers by clicking on Clock icon.<br>
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[[File:Attach games to rooms v3.png| center ]]<br><br>
[[File:QuestWikiRoomsHours750.png | 750px | center ]]<br><br>
+
:7. If morning game prices are different from evening/weekend game prices - add Morning games and Evening/Weekend games services in Manage // Services, and set corresponding price for each service. Then in Manage // Service Providers create 2 providers for each game and set available hours for providers in "Service provider schedule" tab.<br>
Connect providers to corresponding services<br>
+
[[File:Morning and evening games new.png | center ]]<br><br>
[[File:WikiQuestConnection400.png | 400px | center ]]<br><br>
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:8. Connect providers to corresponding services<br>
On the booking page clients will choose morning/weekend hours, select game - and then will see available slots.<br>
+
[[File:Connect morning games.png | center ]]<br><br>
[[File:QuestWikiBookingPageHours600.png | 600px | center ]]<br><br>
+
:9. On the booking page clients will choose morning/weekend hours, select game - and then will see available slots.<br>
:6. If you have fixed schedule, you may need [[Custom_Features#Appointment_at_Fixed_Time| Appointment at fixed time]] Custom Feature where you can set specific start times for each of your services.  
+
[[File:Room evening times new.png| center ]]<br><br>
:7. With the help of [[Custom_Features#Additional_Fields| Additional Fields]] Custom Feature you can request additional info from clients such as how many clients will be in a group.
+
:10. If you have fixed schedule, you may need [[Custom_Features#Appointment_at_Fixed_Time| Appointment at fixed time]] custom feature where you can set specific start times for each of your services.  
 +
:11. With the help of [[Custom_Features#Intake_Forms| Intake Forms]] custom feature you can request additional info from clients such as how many clients will be in a group.
 +
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<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">
 
<span class="qa">[[Rentals]]</span>
 
<span class="qa">[[Rentals]]</span>
<div class="mw-collapsible-content">
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<div class="mw-collapsible-content"><br><br>
 
If you are offering renting services, [https://simplybook.me/ Simplybook] can become a suitable booking software for you.  
 
If you are offering renting services, [https://simplybook.me/ Simplybook] can become a suitable booking software for you.  
 
+
<br><br>
 
;If you rent items for hours:
 
;If you rent items for hours:
 
:Make your items as providers. For example if you rent musical instruments, create providers  Flute, Bass, Violin, etc.
 
:Make your items as providers. For example if you rent musical instruments, create providers  Flute, Bass, Violin, etc.
 
:If you rent for different duration you will need to create multiple services with different duration. For example: Renting 1 hour, Renting 2 hours, Renting 6 hours, etc.
 
:If you rent for different duration you will need to create multiple services with different duration. For example: Renting 1 hour, Renting 2 hours, Renting 6 hours, etc.
 
+
<br>
 
;If you rent items for days
 
;If you rent items for days
1. In Settings // General Settings // Configuration // Allow service to extend over breaktime and Allow service to extend over closing hours.<br/>
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1. In Settings // General Settings // Configuration st both "Allow service to extend over breaktime" and "Allow service to extend over closing hours" to "Yes".<br/>
[[File:Extendtime.png | center ]] <br/>
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[[File:Allow service to extend over closing hours.png | center ]] <br/><br/>
2. In Manage // Services // Add service button create service with the duration corresponding to the amount of days your service will be offered for (3 days=3 hours, 7 days=7 hours).<br/>
+
2. In Manage // Services // "+" create service with the duration corresponding to the amount of days your service will be offered for (3 days=3 hours, 7 days=7 hours).<br/>
[[File:Book3DaysService750.png | center ]]<br/>
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[[File:Service days booking.png | center ]]<br/><br/>
3. In the Time settings // Company opening hours (when you have only 1 service) or in the working hours of the provider (Time settings // Service provider schedule) related to the service (see how to relate service and provider [[Settings#I need certain performers to provide only specific services.| here]] ) open only 1 hour each day.<br/>
+
3. In the Time settings // Company opening hours (when you have only 1 service) or in the working hours of the service (Manage // Services // Service schedule) open only 1 hour each day.<br/>
[[File:Open1hourADay750.png | center ]] <br/>
+
[[File:Book days schedule new.png| center ]] <br/><br/>
 
4. The system will then book the number of hours indicated in service duration as the number of days.<br/>
 
4. The system will then book the number of hours indicated in service duration as the number of days.<br/>
[[File:Book3DaysInCalendar750.png | center ]]<br/>
+
[[File:3days booking v3.png | center ]]<br/>
4. The system will then book the number of hours indicated in service duration as the number of days.
 
 
</div>
 
</div>
 
</div>
 
</div>
 
<br/>
 
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<span class="qa">[https://help.simplybook.me/index.php/Tips_for_specific_businesses/Classes Classes]</span>
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<span class="qa">[[Custom_Features#Classes | Classes]]</span>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
See extended tutorial about online schedule of classes [http://appointmentschedulingnews.com/events-and-classes/ here].
+
See extended tutorial about classes online scheduling [[Classes_custom_feature | here]]
<br>
+
<br><br>
And video tutorial [https://vimeo.com/199867698  here].
+
And video tutorial how to sell membership related classes [https://vimeo.com/236888588 here]
 +
<br><br>
 
</div>
 
</div>
 
</div>
 
</div>
 
<br/>
 
<br/>
 
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">
 
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<span class="qa">[[Events only]]</span>
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<span class="qa">[[Events_(services_on_particular_dates)#Events_only | Events only]]</span>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
 
If you plan to have 1 event or several events without regular services you should do the following:
 
If you plan to have 1 event or several events without regular services you should do the following:
:1. Close all company opening hours in Time settings // Company opening hours - press Make day-off button.<br>
+
:1. Close all company opening hours in Time settings // Company opening hours - put the switchers near weeday names to "off" position.<br>
[[File:Companyschedule.png| center ]]<br><br>
+
[[File:Company weekly off v3.png | center ]]<br><br>
:2. Create events you need in Manage // Services // Add event. See detailed tutorial about events [[Events_(services_on_particular_dates)| here]].
+
:2. Create events you need in Manage // Services // "+". See detailed tutorial about events [[Events_(services_on_particular_dates)| here]].
 
</div>
 
</div>
 
</div>
 
</div>
 
<br/>
 
<br/>
 
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">
 
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">
<span class="qa">[[24/7 or after 00.00 services]]</span>
+
<span class="qa">[[Adding_services,_providers_and_availability(new_interface)#How_to_set_24.2F7_or_after_00.00_services | 24/7 or after 00.00 services]]</span>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
 
If your services will cross midnight, after you set up your availability make sure to set "Allow service to extend over closing hours" to "Yes" in Settings//Configuration.  
 
If your services will cross midnight, after you set up your availability make sure to set "Allow service to extend over closing hours" to "Yes" in Settings//Configuration.  
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<span class="qa">[[Different clinics/salons under one account]]</span>
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<span class="qa">[[Custom_Features#Multiple_Locations | Different clinics/salons under one account]]</span>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
If you have several clinics/salons/gyms/etc you can use [[Custom_Features#Unit_Location| Locations Custom Feature]] and make each clinic or salon a location. You can assign providers who work on that location and while booking your services, clients will first choose location and then service and provider.  
+
If you have several clinics/salons/gyms/etc you can use [[Custom_Features#Multiple_Locations| Locations Custom Feature]] and make each clinic or salon a location. You can assign providers who work on that location and while booking your services, clients will first choose location and then service and provider.  
 
</div>
 
</div>
 
</div>
 
</div>
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For those companies that are restricted to amount of rooms or items we recommend to check [[Custom_Features#Limit_Bookings | Limit Bookings Custom Feature]].
 
For those companies that are restricted to amount of rooms or items we recommend to check [[Custom_Features#Limit_Bookings | Limit Bookings Custom Feature]].
  
This Custom Feature allows you to restrict booking quantity which can be booked at the same time. This Custom Feature is useful when your services require additional things like dental chair or room in the studio etc. When the booking limit is reached the corresponding time interval will looks like breaktime at the booking page (and in the admin interface if you haven't set to skip this restrictions for admin). It is possible to limit booking number at the same time generally, and also you can set certain limit for each service separately.
+
This Custom Feature allows you to restrict booking quantity which can be booked at the same time. This Custom Feature is useful when your services require additional things like dental chair or room in the studio etc. When the booking limit is reached the corresponding time interval will look like breaktime on the booking page (and in the admin interface if you haven't set to skip these restrictions for admin). It is possible to limit booking number at the same time generally, and also you can set certain limit for each service separately.
 
</div>
 
</div>
 
</div>
 
</div>
 
<br/>
 
<br/>

Revision as of 10:13, 1 May 2019

Beauty salons


Video tutorial available here.


Quest rooms



Simplybook is a perfect online booking system for quest and escape rooms of various types. It allows clients to choose the room and book specific time when the game will take place. Clients can leave feedback on the company booking page after the follow up email. In order to use Simplybook.me efficiently we recommend the following setup:

1. Create service as game with corresponding duration in Manage // Services // "+". Use Manage // Services // Time details to edit service duration.
Quest service v3.png


2. Make providers as rooms. In Manage // Service Providers // "+" to add new service provider - create the number of providers equal to the rooms you have.
Quest create providers.png


3. Make sure that each provider can serve 1 client at a time.
Quest number of clients.png


4. You can also set specific availability for that room by clicking on "Customize time settings for this provider" on "Service provider schedule" tab in Manage // Service Providers.

5. Rename the word "Employee" on the booking page to "Room" or "Game" in Settings // General settings // Custom translations.
Quest rooms booking page view v3.png


6. If each room has different price and you plan to accept payments online with our Accept Payments custom feature, create more services in Manage // Services // Add service, set price for those services and relate with rooms by checking correponding boxes in "Service providers" tab.
Attach games to rooms v3.png


7. If morning game prices are different from evening/weekend game prices - add Morning games and Evening/Weekend games services in Manage // Services, and set corresponding price for each service. Then in Manage // Service Providers create 2 providers for each game and set available hours for providers in "Service provider schedule" tab.
Morning and evening games new.png


8. Connect providers to corresponding services
Connect morning games.png


9. On the booking page clients will choose morning/weekend hours, select game - and then will see available slots.
Room evening times new.png


10. If you have fixed schedule, you may need Appointment at fixed time custom feature where you can set specific start times for each of your services.
11. With the help of Intake Forms custom feature you can request additional info from clients such as how many clients will be in a group.




Rentals



If you are offering renting services, Simplybook can become a suitable booking software for you.

If you rent items for hours
Make your items as providers. For example if you rent musical instruments, create providers Flute, Bass, Violin, etc.
If you rent for different duration you will need to create multiple services with different duration. For example: Renting 1 hour, Renting 2 hours, Renting 6 hours, etc.


If you rent items for days

1. In Settings // General Settings // Configuration st both "Allow service to extend over breaktime" and "Allow service to extend over closing hours" to "Yes".

Allow service to extend over closing hours.png


2. In Manage // Services // "+" create service with the duration corresponding to the amount of days your service will be offered for (3 days=3 hours, 7 days=7 hours).

Service days booking.png


3. In the Time settings // Company opening hours (when you have only 1 service) or in the working hours of the service (Manage // Services // Service schedule) open only 1 hour each day.

Book days schedule new.png


4. The system will then book the number of hours indicated in service duration as the number of days.

3days booking v3.png


Classes

See extended tutorial about classes online scheduling here

And video tutorial how to sell membership related classes here


Events only

If you plan to have 1 event or several events without regular services you should do the following:

1. Close all company opening hours in Time settings // Company opening hours - put the switchers near weeday names to "off" position.
Company weekly off v3.png


2. Create events you need in Manage // Services // "+". See detailed tutorial about events here.


24/7 or after 00.00 services

If your services will cross midnight, after you set up your availability make sure to set "Allow service to extend over closing hours" to "Yes" in Settings//Configuration.


Table booking

Simplybook is an amazing scheduling app for restaurants as well. You can use online calendar to allow clients book your tables in advance. See extended tutorial about how to book tables here.


Different clinics/salons under one account

If you have several clinics/salons/gyms/etc you can use Locations Custom Feature and make each clinic or salon a location. You can assign providers who work on that location and while booking your services, clients will first choose location and then service and provider.


Services limited to the amount of rooms or items

For those companies that are restricted to amount of rooms or items we recommend to check Limit Bookings Custom Feature.

This Custom Feature allows you to restrict booking quantity which can be booked at the same time. This Custom Feature is useful when your services require additional things like dental chair or room in the studio etc. When the booking limit is reached the corresponding time interval will look like breaktime on the booking page (and in the admin interface if you haven't set to skip these restrictions for admin). It is possible to limit booking number at the same time generally, and also you can set certain limit for each service separately.