Difference between revisions of "Help Center"

From SimplyMeet.me
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SimplyBook.me is an advanced online scheduling system that allows you to create booking page for your clients and manage your reservations from admin interface. Thousands of clients all over the world have chosen our booking software to make their business easy and comfortable to use.
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{{#seo:
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|title=Frequently Asked Questions about the Popular Appointment Booking System Scheduler SimplyBook.me
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|titlemode=append
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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
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}}
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<nomobile>
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<br/>
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{|
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|- style="height:280px; vertical-align:top;"
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| style="width:33%;" |
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<span style="font-size:x-large;"> [[Getting started]]</span>
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*[https://simplybook.me/en/booking-system-features Our features ]
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*[[Brief overview of the system]]
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*[[Adding_services,_providers_and_availability(new_interface) | Adding services and providers]]
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*[[How to manage bookings]]
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*[[Custom_Features | Selecting Custom Features]]
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*[[Adjusting notifications]]
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*[[Adding other users to the system]]
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*[[Importing the list of clients]]
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*[[Login and password]]
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*[[How to delete account]]
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<br>
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|style="width:33%;" |
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<span style="font-size:x-large;">[[Booking page]]</span>
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*[[Time slots are not showing up]]
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*[[Where to change my info]]
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*[[Adjust_your_terminology/language | Adjusting your language]]
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*[[Design |Adjusting Design]]
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*[[How_to_change_the_way_time_slots_are_shown| Monthly/weekly/daily timelines]]
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*[[Remove Elements from booking page]]
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*[[Add elements to booking page]]
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*[[Custom_Features#Intake_Forms| Ask additional questions on the Details Step]]
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*[[Categories and Locations]]
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*[[Custom_Features#Accept_Payments| Accepting Payments]]
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| style="width:33%;" |
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<span style="font-size:x-large;">[[Time settings]]</span>
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*[[How_to_set_my_availability| How to set my availability]]
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*[[Time and date settings]]
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*[[I_have_clients_in_different_time_zones | Time Zones]]
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*[[Break times]]
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*[[Need_to_change_interval_(timeframe)| Change interval]]
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*[[Events (services on particular dates)]]
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*[[Recurring_services(packs)| Recurring services (packs)]]
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*[[Buffer time]]
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*[[Book days]]
  
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SimplyBook provides clients with numerous features adjusted to requirements of your business. Our core features include:
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|- style="height:220px; vertical-align:top;"
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:- Creating booking page with real-time availability of services and staff
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| style="width:33%;" |
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:- Insights and statistics about your bookings
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<span style="font-size:x-large;">[[Prices and purchases]]</span>
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:- Ability to create multiple services, providers, categories and locations
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*[[My subscription and how to renew]]
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:- Accepting payments online
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*[[Important for Free accounts]]
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:- Viewing statistics about your reservations, cancellations, workload and revenues
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*[[SMS Pricing]]
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:- Sending email and sms notifications to clients and providers (staff)
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*[[Additional Bookings and Custom Features]]
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:- Adjusting time zone settings if you have clients in different time zones
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*[[Link removal and custom domain | Link Removal and Custom Domain]]
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:- Creating multiple users related to providers
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*[[Upgrade_from_lower_to_higher_subscription_before_current_subscription_expired.| Upgrade from lower to higher subscription before current subscription expires]]
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:- Creating individual schedules for staff
 
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:- Creating schedules for specific dates only
 
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:- Creating events
 
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: and much more!
 
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==Brief overview of the system for beginners==
 
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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''.
 
  
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'''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)
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| style="width:33%;" |
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<span style="font-size:x-large;">[https://help.simplybook.me/index.php/Custom_Features Custom Features]</span>
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*[[Custom Features | The list of all Custom Features with instructions]]
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*[[How to enable custom feature | How to enable Custom Feature]]
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*[[Custom Features by category]]
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*[[Custom Features Disabled| Custom Features disabled]]
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*[[What Custom Features do not work with each other]]
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| style="width:33%;" |
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<span style="font-size:x-large;">[[Calendar & Bookings]]</span>
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*[[How to manage bookings]]
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*[[ Views_of_the_calendar| Provider/Service/Day/Week/Month views]]
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*[[Booking_reports| Booking reports and Statistics]]
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*[[Break times]]
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*[[Adjusting notifications]]
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*[[Custom_Features#Calendar_Sync| Google/Outlook calendar synchronization]]
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<br>
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|- style="height:220px; vertical-align:top;"
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| style="width:33%;" |
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<span style="font-size:x-large;">[[Tips for your business | Other]]</span>
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*[http://appointmentschedulingnews.com/amazing-sales-and-marketing-system-for-service-providers/ Promotions: Rewards and Referrals]
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*[[BookingTroll| BookingTroll (directory listing)]]
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*[[Statistics_%26_Analytics| Statistics Custom Features]]
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*[[Business_enhancements| Business enhancements Custom Features]]
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*[[Tips for specific businesses]]
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*[[1_is_not_greater_than_2_(when_trying_to_change_number_of_clients_per_provider)| 1 is not greater than 2]]
  
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'''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 )
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| style="width:33%;" |
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<span style="font-size:x-large;">[[Integration]]</span>
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*[[Widgets for your own website]]
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*[http://appointmentscheduleronline.weebly.com/widgets.html/ Widget examples]
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*[[Bookings on Facebook]]
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*[[WordPress plugin | WordPress integration]]
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*[[Other Integrations]]
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*[[Own domain | Custom Domain]]
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|style="width:33%;" |
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<span style="font-size:x-large;">[[API| For developers]]</span>
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*[[API| API documentation]]
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*[https://simplybook.me/api/explorer API Explorer]
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*[https://simplybook.me/api/doc#getToken API tokens]
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*[https://help.simplybook.me/index.php/User_API_guide API guide]
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<br>
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<span style="font-size:x-large;">[[Video]]
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*[https://www.youtube.com/c/SimplyBookme-booking-system YouTube]
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*[https://vimeo.com/simplybook Vimeo]
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|}
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</nomobile>
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<mobileonly>
  
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=Layout and menu=
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<br/>
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: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.
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{|
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: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.
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|- style="height:280px; vertical-align:top;"|
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:3. '''Calendar''' is a section where you can manage (add,edit and delete) your bookings and quickly add break times.
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<span style="font-size:x-large;"> [[Getting started]]</span>
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:4. '''Manage''' tab contains 4 sections:
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*[https://simplybook.me/en/booking-system-features Our features ]
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::''Services'' - add, delete and edit services + [[Settings#How_to_create_an_event.3F|create events]]
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*[[Brief overview of the system]]
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::''Providers'' - add, delete and edit providers
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*[[Adding_services,_providers_and_availability(new_interface) | Adding services and providers]]
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::''Clients'' - add, edit and delete clients
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*[[How to manage bookings]]
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::''Users'' - add, edit and delete users.
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*[[Custom_Features | Selecting Custom Features]]
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:5. In the '''Time Settings''' you have the following sections:
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*[[Adjusting notifications]]
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::''Company Opening hours'' - regular schedule for your company on a weekly basis
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*[[Adding other users to the system]]
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::''Company Special days'' - here you can set up specific schedule or days off for your company, for example like national holidays.
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*[[Importing the list of clients]]
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::''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)
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*[[Login and password]]
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::''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)
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*[[How to delete account]]
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:6. '''Reviews'''. Here you can see the reviews from your clients.
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<br>
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: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.
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<span style="font-size:x-large;">[[Booking page]]</span>
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: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]].
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*[[Time slots are not showing up]]
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: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]].
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*[[Where to change my info]]
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:10. '''Prices'''.
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*[[Adjust_your_terminology/language | Adjusting your language]]
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::''Subscriptions''. Here you can view different tariffs and purchase subscriptions.
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*[[Design |Adjusting Design]]
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::''Additional items''. Here you can purchase SMS credits, additional bookings and plugins.
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*[[How_to_change_the_way_time_slots_are_shown| Monthly/weekly/daily timelines]]
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::''Affiliates''. [http://blog.simplybook.me/tell-others-and-get-rewarded/| Referral program].
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*[[Remove Elements from booking page]]
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*[[Add elements to booking page]]
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==[[Settings]]==
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*[[Custom_Features#Intake_Forms| Ask additional questions on the Details Step]]
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This page contains questions related to the settings of the system. For example:
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*[[Categories and Locations]]
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[[Settings#Date.2F_time.2F_time_zone_settings|date and time settings]],
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*[[Custom_Features#Accept_Payments| Accepting Payments]]
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[[Settings#Email_and_SMS_settings|Email and SMS settings]],
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<br>
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[[Settings#Custom_translations|custom translations]],
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<span style="font-size:x-large;">[[Time settings]]</span>
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[[Settings#System_users|system users]],
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*[[How_to_set_my_availability| How to set my availability]]
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[[Settings#Clients|clients]],
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*[[Time and date settings]]
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[[Settings#Company_information|company information]],
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*[[I_have_clients_in_different_time_zones | Time Zones]]
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[[Settings#Services|services]],
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*[[Break times]]
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[[Settings#Service_providers|service providers]],
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*[[Need_to_change_interval_(timeframe)| Change interval]]
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[[Settings#Design|design]],
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*[[Events (services on particular dates)]]
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[[Settings#Accept_bookings_through_different_ways|widgets]]
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*[[Recurring_services(packs)| Recurring services (packs)]]
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and [[Settings|more]].
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*[[Buffer time]]
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*[[Book days]]
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==[[Plugins]]==
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<br>
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With the help of additional functionalities presented in a form of plugins you can:
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|- style="height:220px; vertical-align:top;”|
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: [[Plugins#Additional_fields|Create specific intake forms for your clients by adding additional fields]]
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<span style="font-size:x-large;">[[Prices and purchases]]</span>
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: [[Plugins#Accept_payments|Accept payments online]]
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*[[My subscription and how to renew]]
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: [[Plugins#Any_Employee_selector| Auto allocating available service provider for service]]
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*[[Important for Free accounts]]
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: [[Plugins#API|Access API]]
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*[[SMS Pricing]]
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: [[Plugins#Approve_booking|Approve bookings manually]]
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*[[Additional Bookings and Custom Features]]
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: [[Plugins#Book_Soon_notification_system|Remind your customers to book your services soon]]
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*[[Link removal and custom domain | Link Removal and Custom Domain]]
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: [[Plugins#Clean_history_plugin|Delete unnecessary booking data from the past]]
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*[[Upgrade_from_lower_to_higher_subscription_before_current_subscription_expired.| Upgrade from lower to higher subscription before current subscription expires]]
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: [[Plugins#Custom_CSS|Design your booking page with additional CSS functionality]]
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<br>
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: [[Plugins#Daily_report|Receive full info about your bookings every day]]
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<span style="font-size:x-large;">[https://help.simplybook.me/index.php/Custom_Features Custom Features]</span>
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: [[Plugins#Facebook_client_info|Simplify booking process by enabling your clients to log via Facebook]]
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*[[Custom Features | The list of all Custom Features with instructions]]
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: [[Plugins#Google_Adwords_and_analytics|Track statistics with Google Adwords]]
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*[[How to enable custom feature | How to enable Custom Feature]]
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: [[Plugins#Google_calendar_sync_plugin|Synchronize your booking system with Google Calendar]]
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*[[Custom Features by category]]
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: [[Plugins#Group_bookings|Allow group bookings]]
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*[[Custom Features Disabled| Custom Features disabled]]
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: [[Plugins#Html_description_field_for_events| Use HTML formatting in the description fields]]
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*[[What Custom Features do not work with each other]]
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: [[Plugins#Insights|View additional statistics and charts for your performance]]
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<br>
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: [[Plugins#Limit_bookings|Limit Bookings per time slot]]
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<span style="font-size:x-large;">[[Calendar & Bookings]]</span>
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: [[Plugins#Mobile_application| Access admin interface from your Android or iPhone]]
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*[[How to manage bookings]]
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: [[Plugins#Multiple_bookings| Allow your clients to book several services easily and pay with 1 payment]]
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*[[ Views_of_the_calendar| Provider/Service/Day/Week/Month views]]
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: [[Plugins#News| Keep clients updated with your recent news]]
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*[[Booking_reports| Booking reports and Statistics]]
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: [[Plugins#Provider.27s_color_coding_plugin|Mark providers with different colors in your admin calendar]]
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*[[Break times]]
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: [[Plugins#Service_categories|Create different service categories]]
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*[[Adjusting notifications]]
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: [[Plugins#Simply_Smart_Promotions|Send promotions]]
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*[[Custom_Features#Calendar_Sync| Google/Outlook calendar synchronization]]
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: [[Plugins#SSL_plugin| Use secure sockets layer for your page]]
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<br>
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: [[Plugins#Status|Assign different statuses for your bookings]]
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|- style="height:220px; vertical-align:top;"|
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: [[Plugins#Take_me_back_home|Take your clients to a particular web address after they made a booking]]
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<span style="font-size:x-large;">[[Tips for your business | Other]]</span>
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: [[Plugins#Terms_and_conditions|Add your own Terms&Conditions to the booking page]]
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*[http://appointmentschedulingnews.com/amazing-sales-and-marketing-system-for-service-providers/ Promotions: Rewards and Referrals]
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: [[Plugins#Unit_location|Create multiple locations ]]
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*[[BookingTroll| BookingTroll (directory listing)]]
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: and [[Plugins|more]]
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*[[Statistics_%26_Analytics| Statistics Custom Features]]
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*[[Business_enhancements| Business enhancements Custom Features]]
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==[[FAQ]]==
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*[[Tips for specific businesses]]
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:[[Other_Questions#Is_your_service_free.3F|Is your service free?]]
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*[[1_is_not_greater_than_2_(when_trying_to_change_number_of_clients_per_provider)| 1 is not greater than 2]]
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<br>
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:[[Other_Questions#I_upgraded_the_system_but_the_plugins_are_still_unavailable|I upgraded the system but the plugins are still unavailable]]
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<span style="font-size:x-large;">[[Integration]]</span>
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*[[Widgets for your own website]]
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:[[Other_Questions#What_will_happen_if_I_don.27t_renew_my_subscription.3F|What will happen if I don't renew my subscription?]]
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*[http://appointmentscheduleronline.weebly.com/widgets.html/ Widget examples]
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*[[Bookings on Facebook]]
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:[[FAQ#How_to_allow_smaller_intervals_than_1_hour.3F| How to allow smaller intervals than 1 hour?]]
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*[[WordPress plugin | WordPress integration]]
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*[[Other Integrations]]
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:[[Settings#Timeframe|How to change timeframe?]]
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*[[Own domain | Custom Domain]]
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<br>
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:[[Settings#Email_and_SMS_settings|I have problems with notifications]]
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<span style="font-size:x-large;">[[API| For developers]]</span>
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*[[API| API documentation]]
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:[[Settings#Custom_translations| Can I change some texts in bookings/admin interface?]]
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*[https://simplybook.me/api/explorer API Explorer]
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*[https://simplybook.me/api/doc#getToken API tokens]
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:[[Settings#Custom_translations| Can I translate the system to my own language?]]
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*[https://help.simplybook.me/index.php/User_API_guide API guide]
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<br>
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:[[Settings#Opening_hours| Where can I change my schedule for the week?]]
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<span style="font-size:x-large;">[[Video]]</span>
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*[https://www.youtube.com/c/SimplyBookme-booking-system YouTube]
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:[[Settings#Special_days| Can I have specific schedule for certain days?]]
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*[https://vimeo.com/simplybook Vimeo]
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|}
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:[[Settings#How_to_connect_service_to_provider| How to connect service to provider]]
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</mobileonly>
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:[[Settings#How_to_create_different_schedules_for_services.3F| How to create different schedules for services?]]
 
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:[[FAQ#Plugin_doesn.E2.80.99t_work_.2F_Plugin_problems|Plugins are not working]]
 
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:[[FAQ#Simplybook_doesn.E2.80.99t_sync_with_Google_calendar|Simplybook doesn’t sync with Google calendar]]
 
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:[[FAQ#Clients.2FProviders_are_not_getting_Email.2FSMS_notifications|Clients/Providers are not getting Email/SMS notifications]]
 
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:[[FAQ#Can.E2.80.99t_book_certain_time.2Fdate|Can’t book certain time/date]]
 
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:[[Settings#How_to_add_widget_to_my_website|How to add widget to my website]]
 
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:[[FAQ#How_to_hide_tab_.22Employee.22_from_the_booking_page.3F|How to hide tab "Employee" from my booking page?]]
 
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:[[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?]]
 
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:and [[FAQ|more]]
 
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qqqq
 

Revision as of 15:46, 22 November 2018


Getting started


Booking page

Time settings

Prices and purchases

Custom Features

Calendar & Bookings


Other

Integration

For developers


Video


Getting started
Booking page
Time settings
Prices and purchases
Custom Features
Calendar & Bookings
Other
Integration
For developers
Video
Retrieved from "https://help.simplymeet.me/index.php?title=Help_Center&oldid=4815"