Difference between revisions of "Help Center"
From SimplyMeet.me
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:- Creating events | :- Creating events | ||
: and much more! | : and much more! | ||
| − | == | + | ==Brief overview of the system for beginners== |
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 staff. When you create an account, the system automatically creates 2 pages for you: ''admin interface'' and ''booking page''. | 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 staff. When you create an account, the system automatically creates 2 pages for you: ''admin interface'' and ''booking page''. | ||
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'''Booking Page''' is the interface for your clients. There, they can book services from you and leave contact info. You can 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 send the url to your clients so that they can easily find you. | '''Booking Page''' is the interface for your clients. There, they can book services from you and leave contact info. You can 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 send the url to your clients so that they can easily find you. | ||
| − | = | + | =Layout and menu= |
: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. | :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. | ||
:2. The first tab you see is '''Dashboard'''. It contains statistics about your performance, your current subscription, bookings, performers, clients activity, reviews, news and other data useful to check and pay attention to. By analyzing that info you can make inferences about your business and predict what can be done to improve your business. If you need to know more about each section, just press the "i" sign. | :2. The first tab you see is '''Dashboard'''. It contains statistics about your performance, your current subscription, bookings, performers, clients activity, reviews, news and other data useful to check and pay attention to. By analyzing that info you can make inferences about your business and predict what can be done to improve your business. If you need to know more about each section, just press the "i" sign. | ||
Revision as of 15:21, 30 October 2015
SimplyBook.me is an advanced online scheduling system that allows you to create booking page 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.
SimplyBook provides clients with numerous features that adjust to requirements of your business. Our core features include:
- - Creating booking page with real-time availability of services and staff
- - Insights and statistics about your bookings
- - Ability to create multiple providers, services, categories and locations
- - Accepting payments online
- - Viewing statistics about your reservations, workload and revenue
- - Sending email and sms notifications to clients
- - Adjusting time zone settings if you have clients in different time zones
- - Creating multiple users related to providers
- - Creating individual schedules for staff
- - Creating schedules for specific dates only
- - Creating events
- and much more!
Brief overview of the system for beginners
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 staff. When you create an account, the system automatically creates 2 pages for you: admin interface and booking page.
Admin interface is where you login and manage your bookings, settings, design etc. Clients have no access to that page.
Booking Page is the interface for your clients. There, they can book services from you and leave contact info. You can 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 send the url to your clients so that they can easily find you.
- 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.
- 2. The first tab you see is Dashboard. It contains statistics about your performance, your current subscription, bookings, performers, clients activity, reviews, news and other data useful to check and pay attention to. By analyzing that info you can make inferences about your business and predict what can be done to improve your business. If you need to know more about each section, just press the "i" sign.
- 3. Calendar is a section where you can manage your bookings and quickly add break times.
- 4. Manage tab contains 4 sections:
- Services - add, delete and edit services + create events
- Providers - add, delete and edit providers
- Clients - add, edit and delete clients
- Users - add, edit and delete users.
- 5. In the Time Settings you have the following sections:
- Company Opening hours - regular schedule for your company on a weekly basis
- Company Special days - here you can set up specific schedule or days off for your company
- Service provider schedule - individual regular schedule for each of your staff (if you have only 1 provider, his/her working time is the same as company's opening hours)
- Provider Special days - specific schedule for each of your staff (if you have only 1 provider, his/her working time is the same as company's special days)
- 6. Reviews. Here you can see the reviews of your clients.
- 7. Promotions. To use this tab, you need to enable Simply Smart Promotions plugin in the plugin section.
- 8. Plugins. See the list of all Plugins and their function here.
- 9. Settings. You can discover more about different types of settings by pressing "i" signs near them. the See all questions related to settings here.
- 10. Prices.
- Subscriptions. You can view the tariffs and purchase subscription here.
- Additional items. You can purchase SMS credits, additional bookings and plugins here.
- Affiliates. Referral program.
Configuration Menu Page
This page contains questions related to the settings of the system. For example: date and time settings, Email and SMS settings, custom translations, system users, clients, company information, services, service providers, design, widgets and more.
Plugins
With the help of additional functionalities presented in a form of plugins you can:
- Create specific intake forms for your clients by adding additional fields
- Accept payments online
- Auto allocating available service provider for service
- Access API
- Approve bookings manually
- Remind your customers to book your services soon
- Delete unnecessary booking data from the past
- Design your booking page with additional CSS functionality
- Receive full info about your bookings every day
- Simplify booking process by enabling your clients to log via Facebook
- Track statistics with Google Adwords
- Synchronize your booking system with Google Calendar
- Allow group bookings
- Use HTML formatting in the description fields
- View additional statistics and charts for your performance
- Limit Bookings per time slot
- Access admin interface from your Android or iPhone
- Allow your clients to book several services easily and pay with 1 payment
- Keep clients updated with your recent news
- Mark providers with different colors in your admin calendar
- Create different service categories
- Send promotions
- Use secure sockets layer for your page
- Assign different statuses for your bookings
- Take your clients to a particular web address after they made a booking
- Add your own Terms&Conditions to the booking page
- Create multiple locations
- and more
Typical requests
- and more
