Difference between revisions of "Tips for specific businesses"

From SimplyBook.me
(Created page with "*Quest rooms *Rentals *Classes *Room booking *Events only *Table booking *Different clinics/salons under one account *Services limited to the number of rooms or items.")
 
 
(31 intermediate revisions by the same user not shown)
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*Quest rooms
+
{{#seo:
*Rentals
+
|title=How To Configure Your System Using Online Scheduler SimplyBook.me
*Classes
+
|titlemode=append
*Room booking
+
|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
*Events only
+
}}
*Table booking
+
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">
*Different clinics/salons under one account
+
<span class="qa">[https://www.youtube.com/watch?v=7Z0fHYEaVNo&feature=youtu.be Beauty salons]</span>
*Services limited to the number of rooms or items.
+
<div class="mw-collapsible-content"><br>
 +
:'''Video tutorial available '''[[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=7Z0fHYEaVNo&feature=youtu.be]]
 +
</div>
 +
</div>
 +
<br/>
 +
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">
 +
<span class="qa">[[Quest rooms]]</span>
 +
<div class="mw-collapsible-content">
 +
<br><br>
 +
[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:
 +
<br><br>
 +
:1. Create service as game with corresponding duration in Manage // Services // "+". Use Manage // Services // Time details to edit service duration.<br>
 +
[[File:Quest service v3.png | center ]]<br><br>
 +
: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>
 +
[[File:Quest create providers.png | center ]]<br><br>
 +
:3. Make sure that each provider can serve 1 client at a time. <br>
 +
[[File:Quest number of clients.png | center ]]<br><br>
 +
: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>
 +
:5. Rename the word "Employee" on the booking page to "Room" or "Game" in Settings // General settings // Custom translations.
 +
[[File:Quest rooms booking page view v3.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>
 +
[[File:Attach games to rooms v3.png| 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>
 +
[[File:Morning and evening games new.png | center ]]<br><br>
 +
:8. Connect providers to corresponding services<br>
 +
[[File:Connect morning games.png | center ]]<br><br>
 +
:9. On the booking page clients will choose morning/weekend hours, select game - and then will see available slots.<br>
 +
[[File:Room evening times new.png| center ]]<br><br>
 +
: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.
 +
<br><br>
 +
</div>
 +
</div>
 +
<br/>
 +
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">
 +
<span class="qa">[https://www.youtube.com/watch?v=L_nTfyBmCYM Fitness Studio]</span>
 +
<div class="mw-collapsible-content"><br>
 +
:'''Video tutorial available ''' [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=L_nTfyBmCYM]]
 +
</div>
 +
</div>
 +
<br/>
 +
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">
 +
<span class="qa">[https://www.youtube.com/watch?v=SOnGXBaLmbY Child Care]</span>
 +
<div class="mw-collapsible-content"><br>
 +
:'''Video tutorial available ''' [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=SOnGXBaLmbY]]
 +
</div>
 +
</div>
 +
<br/>
 +
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">
 +
<span class="qa">[[Rentals]]</span>
 +
<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.
 +
<br><br>
 +
;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.
 +
<br>
 +
;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".<br/>
 +
[[File:Allow service to extend over closing hours.png | center ]] <br/><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: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 service (Manage // Services // Service schedule) open only 1 hour each day.<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/>
 +
[[File:3days booking v3.png | center ]]<br/>
 +
</div>
 +
</div>
 +
<br/>
 +
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">
 +
<span class="qa">[[Custom_Features#Classes | Classes]]</span>
 +
<div class="mw-collapsible-content">
 +
See extended tutorial about classes online scheduling [[Classes_custom_feature | here]]
 +
<br><br>
 +
And video tutorial how to sell membership related classes [[File:Youtube-Logo.png|link=https://vimeo.com/236888588 here]]
 +
<br><br>
 +
</div>
 +
</div>
 +
<br/>
 +
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">
 +
<span class="qa">[https://www.youtube.com/watch?v=x2LkobIWe34 Reservations for Universities]</span>
 +
<div class="mw-collapsible-content"><br>
 +
:'''Video tutorial available ''' [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=x2LkobIWe34]]
 +
</div>
 +
</div>
 +
<br/>
 +
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">
 +
<span class="qa">[[Events_(services_on_particular_dates)#Events_only | Events only]]</span>
 +
<div class="mw-collapsible-content">
 +
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.<br>
 +
[[File:Company weekly off v3.png | center ]]<br><br>
 +
:2. Create events you need in Manage // Services // "+". See detailed tutorial about events [[Events_(services_on_particular_dates)| here]].
 +
</div>
 +
</div>
 +
<br/>
 +
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">
 +
<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">
 +
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.
 +
</div>
 +
</div>
 +
<br/>
 +
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">
 +
<span class="qa">[http://appointmentschedulingnews.com/restaurant-table-booking-system/ Table booking]</span>
 +
<div class="mw-collapsible-content">
 +
[https://simplybook.me/ 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 [http://appointmentschedulingnews.com/restaurant-table-booking-system/ here].
 +
</div>
 +
</div>
 +
<br/>
 +
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">
 +
<span class="qa">[[Custom_Features#Multiple_Locations | Different clinics/salons under one account]]</span>
 +
<div class="mw-collapsible-content">
 +
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>
 +
<br/>
 +
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:800px;">
 +
<span class="qa">[[Services limited to the amount of rooms or items]]</span>
 +
<div class="mw-collapsible-content">
 +
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 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>
 +
<br/>

Latest revision as of 07:46, 5 October 2020

Beauty salons


Video tutorial available Youtube-Logo.png


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.




Fitness Studio


Video tutorial available Youtube-Logo.png


Child Care


Video tutorial available Youtube-Logo.png


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 link=https://vimeo.com/236888588 here


Reservations for Universities


Video tutorial available Youtube-Logo.png


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.