Difference between revisions of "Help Center"

From SimplyMeet.me
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<nomobile>
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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.
  
 +
SimplyBook provides clients with numerous features adjusted to requirements of your business. Our core features include:
 +
:- Creating booking page with real-time availability of services and staff
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:- Insights and statistics about your bookings
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:- Ability to create multiple services, providers, categories and locations
 +
:- Accepting payments online
 +
:- Viewing statistics about your reservations, cancellations, workload and revenues
 +
:- Sending email and sms notifications to clients and providers (staff)
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:- Adjusting time zone settings if you have clients in different time zones
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:- Creating multiple users related to providers
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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==
 +
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)
|- style="height:500px; vertical-align:top;"
 
| style="width:33%;" |
 
<div class="getting-started" style="font-size:x-large;">[[Getting Started]]</div>
 
*<div class="article">[[Getting Started with SimplyMeet.me]]</div>
 
*<div class="article">[[Moving from Harmonizely to SimplyMeet.me]]</div>
 
  
 +
'''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 )
  
<div class="account-settings" style="font-size:x-large;">[[Account Settings]]</div>
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=Layout and menu=
*<div class="article">[[Change or reset your password]]</div>
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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.
*<div class="article">[[Admin application]]</div>
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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.
*<div class="article">[[How to disable SimplyMeet.me branding]]</div>
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:3. '''Calendar''' is a section where you can manage (add,edit and delete) your bookings and quickly add break times.
*<div class="article">[[How to set up 2 factor authentication]]</div>
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:4. '''Manage''' tab contains 4 sections:
*<div class="article">[[The use of speciality tags]]</div>
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::''Services'' - add, delete and edit services + [[Settings#How_to_create_an_event.3F|create events]]
*<div class="article">[[Group bookings]]</div>
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::''Providers'' - add, delete and edit providers
*<div class="article">[[Reverse calendar synchronization]]</div>
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::''Clients'' - add, edit and delete clients
*<div class="article">[[Custom translations]]</div>
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::''Users'' - add, edit and delete users.
*<div class="article">[[Share meeting types]]</div>
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:5. In the '''Time Settings''' you have the following sections:
*<div class="article">[[Cancellation policy]]</div>
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::''Company Opening hours'' - regular schedule for your company on a weekly basis
*<div class="article">[[Is it possible to get the admin panel in another language than English]]</div>
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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.
 +
::''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)
 +
::''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)
 +
:6. '''Reviews'''. Here you can see the reviews from your clients.
 +
: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.
 +
: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]].
 +
: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]].
 +
:10. '''Prices'''.
 +
::''Subscriptions''. Here you can view different tariffs and purchase subscriptions.
 +
::''Additional items''. Here you can purchase SMS credits, additional bookings and plugins.
 +
::''Affiliates''. [http://blog.simplybook.me/tell-others-and-get-rewarded/| Referral program].
  
 +
==[[Settings]]==
 +
This page contains questions related to the settings of the system. For example:
 +
[[Settings#Date.2F_time.2F_time_zone_settings|date and time settings]],
 +
[[Settings#Email_and_SMS_settings|Email and SMS settings]],
 +
[[Settings#Custom_translations|custom translations]],
 +
[[Settings#System_users|system users]],
 +
[[Settings#Clients|clients]],
 +
[[Settings#Company_information|company information]],
 +
[[Settings#Services|services]],
 +
[[Settings#Service_providers|service providers]],
 +
[[Settings#Design|design]],
 +
[[Settings#Accept_bookings_through_different_ways|widgets]]
 +
and [[Settings|more]].
  
<div class="embedding" style="font-size:x-large;">[[Embedding]]</div>
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==[[Plugins]]==
*<div class="article">[[How to Embed Your Scheduling Page onto Wordpress and others]]</div>
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With the help of additional functionalities presented in a form of plugins you can:
*<div class="article">[[How to Embed Specific Meeting Type onto Wordpress and others]]</div>
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: [[Plugins#Additional_fields|Create specific intake forms for your clients by adding additional fields]]
*<div class="article">[[Widgets customizations]]</div>
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: [[Plugins#Accept_payments|Accept payments online]]
 +
: [[Plugins#Any_Employee_selector| Auto allocating available service provider for service]]
 +
: [[Plugins#API|Access API]]
 +
: [[Plugins#Approve_booking|Approve bookings manually]]
 +
: [[Plugins#Book_Soon_notification_system|Remind your customers to book your services soon]]
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: [[Plugins#Clean_history_plugin|Delete unnecessary booking data from the past]]
 +
: [[Plugins#Custom_CSS|Design your booking page with additional CSS functionality]]
 +
: [[Plugins#Daily_report|Receive full info about your bookings every day]]
 +
: [[Plugins#Facebook_client_info|Simplify booking process by enabling your clients to log via Facebook]]
 +
: [[Plugins#Google_Adwords_and_analytics|Track statistics with Google Adwords]]
 +
: [[Plugins#Google_calendar_sync_plugin|Synchronize your booking system with Google Calendar]]
 +
: [[Plugins#Group_bookings|Allow group bookings]]
 +
: [[Plugins#Html_description_field_for_events| Use HTML formatting in the description fields]]
 +
: [[Plugins#Insights|View additional statistics and charts for your performance]]
 +
: [[Plugins#Limit_bookings|Limit Bookings per time slot]]
 +
: [[Plugins#Mobile_application| Access admin interface from your Android or iPhone]]
 +
: [[Plugins#Multiple_bookings| Allow your clients to book several services easily and pay with 1 payment]]
 +
: [[Plugins#News| Keep clients updated with your recent news]]
 +
: [[Plugins#Provider.27s_color_coding_plugin|Mark providers with different colors in your admin calendar]]
 +
: [[Plugins#Service_categories|Create different service categories]]
 +
: [[Plugins#Simply_Smart_Promotions|Send promotions]]
 +
: [[Plugins#SSL_plugin| Use secure sockets layer for your page]]
 +
: [[Plugins#Status|Assign different statuses for your bookings]]
 +
: [[Plugins#Take_me_back_home|Take your clients to a particular web address after they made a booking]]
 +
: [[Plugins#Terms_and_conditions|Add your own Terms&Conditions to the booking page]]
 +
: [[Plugins#Unit_location|Create multiple locations ]]
 +
: and [[Plugins|more]]
  
 +
==[[FAQ]]==
 +
:[[Other_Questions#Is_your_service_free.3F|Is your service free?]]
  
<div class="calendar-integrations" style="font-size:x-large;">[[Calendar Integrations]]</div>
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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]]
*<div class="article">[[Getting_Started_with_SimplyMeet.me#Step_1._Connect_your_online_Calendar|Connecting calendar to the account]]</div>
 
*<div class="article">[[How to connect your NextCloud Calendar]]</div>
 
*<div class="article">[[How to connect your FastMail Calendar]]</div>
 
*<div class="article">[[How to connect your Zoho Calendar]]</div>
 
*<div class="article">[[How to connect Zimbra Calendar]]</div>
 
*<div class="article">[[Connecting Baikal calendar works but the availability is not loading]]</div>
 
*<div class="article">[[How to connect multiple calendars at once (Google, Office365, FastMail)]]</div>
 
  
 +
:[[Other_Questions#What_will_happen_if_I_don.27t_renew_my_subscription.3F|What will happen if I don't renew my subscription?]]
  
<div class="api" style="font-size:x-large;">[[API]]</div>
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:[[FAQ#How_to_allow_smaller_intervals_than_1_hour.3F| How to allow smaller intervals than 1 hour?]]
*<div class="article">[[API_Reference|Introduction]]</div>
 
*<div class="article">[[Authentication]]</div>
 
*<div class="article">[[Pagination]]</div>
 
*<div class="article">[[Errors]]</div>
 
*<div class="article">[[Meeting_Types(API)|Meeting Types]]</div>
 
*<div class="article">[[Single-Use_Links|Single-Use Links]]</div>
 
*<div class="article">[[Webhooks]]</div>
 
*<div class="article">[[Webhook]]</div>
 
  
 +
:[[Settings#Timeframe|How to change timeframe?]]
  
|- style="height:500px; vertical-align:top;"
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:[[Settings#Email_and_SMS_settings|I have problems with notifications]]
| style="width:33%;" |
 
<div class="meeting-types" style="font-size:x-large;">[[Meeting Types]]</div>
 
*<div class="article">[[What are Meeting Types]]</div>
 
*<div class="article">[[How do I set up my business hours]]</div>
 
*<div class="article">[[Meeting Duration]]</div>
 
*<div class="article">[[Meeting notifications]]</div>
 
*<div class="article">[[How can I set phone call meetings in SimplyMeet.me]]</div>
 
*<div class="article">[[Pass meeting details to your redirected page]]</div>
 
*<div class="article">[[Limit how soon or how far away invitee can schedule a meeting]]</div>
 
*<div class="article">[[How to Invite More Participants to Meetings]]</div>
 
*<div class="article">[[How many people can attend a meeting]]</div>
 
*<div class="article">[[Can I add Custom Questions to my scheduling page asking for invitee information]]</div>
 
*<div class="article">[[Email reminders]]</div>
 
*<div class="article">[[Buffer times]]</div>
 
*<div class="article">[[How to enable disabled meeting types]]</div>
 
  
 +
:[[Settings#Custom_translations| Can I change some texts in bookings/admin interface?]]
  
<div class="faq-and-troubleshooting" style="font-size:x-large;">[[FAQs and Troubleshooting]]</div>
+
:[[Settings#Custom_translations| Can I translate the system to my own language?]]
*<div class="article">[[Do I have to connect my online calendar in order to start accepting meetings]]</div>
 
*<div class="article">[[Do you have a public roadmap]]</div>
 
*<div class="article">[[Can I connect multiple calendars at once]]</div>
 
*<div class="article">[[Is it possible to display a monthly view rather than weekly on the booking page]]</div>
 
*<div class="article">[[How can I set phone call meetings in SimplyMeet.me]]</div>
 
*<div class="article">[[Does SimplyMeet.me have an API]]</div>
 
*<div class="article">[[Events created in Thunderbird Lightning Calendar don't show as busy on my scheduling page]]</div>
 
*<div class="article">[[My calendar is free but days are unavailable on my scheduling page]]</div>
 
*<div class="article">[[Meetings are double-booked]]</div>
 
*<div class="article">[[How to show availability when all teammates are available]]</div>
 
*<div class="article">[[What is SimplyMeet.me Confirmation Page]]</div>
 
*<div class="article">[[My calendar is free but days are unavailable on my scheduling page]]</div>
 
*<div class="article">[[Connecting Baikal calendar works but the availability is not loading]]</div>
 
*<div class="article">[[Will the time blocked by a client in one meeting type be blocked in other meeting types]]</div>
 
*<div class="article">[[How to Invite More Participants to Meetings]]</div>
 
*<div class="article">[[I'm using Outlook desktop client connected to my CalDAV calendar and I can't see SimplyMeet.me meetings]]</div>
 
*<div class="article">[[Shared calendars in my Google account are not detected in SimplyMeet.me]]</div>
 
*<div class="article">[[Is it possible to take payment for the scheduled meetings]]</div>
 
  
 +
:[[Settings#Opening_hours| Where can I change my schedule for the week?]]
  
|- style="height:500px; vertical-align:top;"
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:[[Settings#Special_days| Can I have specific schedule for certain days?]]
| style="width:33%;" |
 
<div class="booking-page" style="font-size:x-large;">Scheduling page</div>
 
*<div class="article">[[Customize your scheduling page]]</div>
 
*<div class="article">[[Pre-populate invitee information on the scheduling page]]</div>
 
*<div class="article">[[Can I add custom links to my scheduling page]]</div>
 
*<div class="article">[[How to change welcome message on the scheduling page]]</div>
 
*<div class="article">[[How to change your scheduling page link]]</div>
 
*<div class="article">[[Is it possible to display a monthly view rather than weekly on the booking page]]</div>
 
*<div class="article">[[Custom Domain]]</div>
 
*<div class="article">[[Company logo]]</div>
 
  
 +
:[[Settings#How_to_connect_service_to_provider| How to connect service to provider]]
  
<div class="integrations" style="font-size:x-large;">[[Integrations]]</div>
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:[[Settings#How_to_create_different_schedules_for_services.3F| How to create different schedules for services?]]
*<div class="article">[[SBPay]]</div>
 
*<div class="article">[[Google Meet / Hangout]]</div>
 
*<div class="article">[[Zapier Integration]]</div>
 
*<div class="article">[[Microsoft Teams]]</div>
 
*<div class="article">[[Zoom Integration]]</div>
 
*<div class="article">[[Securing Zoom meetings with passwords]]</div>
 
*<div class="article">[[Whereby]]</div>
 
*<div class="article">[[SMS Gateway]]</div>
 
*<div class="article">[[SMTP]]</div>
 
*<div class="article">[[Facebook Pixel]]</div>
 
*<div class="article">[[Okta integration| OKTA (SSO authentication)]]</div>
 
  
 +
:[[FAQ#Plugin_doesn.E2.80.99t_work_.2F_Plugin_problems|Plugins are not working]]
  
<div class="team-management" style="font-size:x-large;">[[Teams]]</div>
+
:[[FAQ#Simplybook_doesn.E2.80.99t_sync_with_Google_calendar|Simplybook doesn’t sync with Google calendar]]
*<div class="article">[[Create and manage a team]]</div>
 
*<div class="article">[[User roles]]</div>
 
*<div class="article">[[How to clone a teammate's settings]]</div>
 
*<div class="article">[[Schedule meetings round robin style among your team]]</div>
 
  
 +
:[[FAQ#Clients.2FProviders_are_not_getting_Email.2FSMS_notifications|Clients/Providers are not getting Email/SMS notifications]]
  
<div class="privacy-and-terms" style="font-size:x-large;">[[Privacy & Terms]]</div>
+
:[[FAQ#Can.E2.80.99t_book_certain_time.2Fdate|Can’t book certain time/date]]
*<div class="article">[[SimplyMeet.me Security]]</div>
 
*<div class="article">[https://simplybook.me/en/legal/dpa Data Processing Agreement]</div>
 
  
 +
:[[Settings#How_to_add_widget_to_my_website|How to add widget to my website]]
  
 +
:[[FAQ#How_to_hide_tab_.22Employee.22_from_the_booking_page.3F|How to hide tab "Employee" from my booking page?]]
  
<div class="general-questions" style="font-size:x-large;">Media</div>
+
:[[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?]]
*<div class="article">Blog</div>
 
  
|}
+
:and [[FAQ|more]]
</nomobile>
 
  
<mobileonly>
+
qqqq
{|
 
<div class="getting-started"style="font-size:x-large;">[[Getting Started]]</div>
 
*<div class="article">[[Getting Started with SimplyMeet.me]]</div>
 
*<div class="article">[[Moving from Harmonizely to SimplyMeet.me]]</div>
 
 
 
 
 
<div class="account-settings" style="font-size:x-large;">[[Account Settings]]</div>
 
*<div class="article">[[Custom Domain]]</div>
 
*<div class="article">[[Change or reset your password]]</div>
 
*<div class="article">[[Admin application]]
 
*<div class="article">[[How to change welcome message on the scheduling page]]</div>
 
*<div class="article">[[Company logo]]</div>
 
*<div class="article">[[How to change your scheduling page link]]</div>
 
*<div class="article">[[How to disable SimplyMeet.me branding]]</div>
 
*<div class="article">[[How to set up 2 factor authentication]]</div>
 
*<div class="article">[[The use of speciality tags]]</div>
 
 
 
 
 
<div class="embedding" style="font-size:x-large;">[[Embedding]]</div>
 
*<div class="article">[[How to Embed Your Scheduling Page onto Wordpress and others]]</div>
 
*<div class="article">[[How to Embed Specific Meeting Type onto Wordpress and others]]</div>
 
*<div class="article">[[Widgets customizations]]</div>
 
 
 
 
 
<div class="general-questions" style="font-size:x-large;">[[General Questions]]</div>
 
*<div class="article">[[Can I connect multiple calendars at once]]</div>
 
*<div class="article">[[How do I set up my business hours]]</div>
 
*<div class="article">[[Does SimplyMeet.me have an API]]</div>
 
*<div class="article">[[How to show availability when all teammates are available]]</div>
 
*<div class="article">[[How to Invite More Participants to Meetings]]</div>
 
*<div class="article">[[Can I add Custom Questions to my scheduling page asking for invitee information]]</div>
 
*<div class="article">[[My calendar is free but days are unavailable on my scheduling page]]</div>
 
*<div class="article">[[How to cancel or reschedule booked meetings]]</div>
 
*<div class="article">[[How many people can attend a meeting]]</div>
 
*<div class="article">[[Is it possible to get the admin panel in another language than English]]</div>
 
*<div class="article">[[Is it possible to take payment for the scheduled meetings]]</div>
 
*<div class="article">[[Do I have to connect my online calendar in order to start accepting meetings]]</div>
 
*<div class="article">[[How to enable disabled meeting types]]</div>
 
*<div class="article">[[How to set up 2 factor authentication]]</div>
 
 
 
 
 
<div class="meeting-types" style="font-size:x-large;">[[Meeting Types]]</div>
 
*<div class="article">[[How do I set up my business hours]]</div>
 
*<div class="article">[[How to Embed Specific Meeting Type onto Wordpress and others]]</div>
 
*<div class="article">[[Meeting notifications]]</div>
 
*<div class="article">[[How can I set phone call meetings in SimplyMeet.me]]</div>
 
*<div class="article">[[Pass meeting details to your redirected page]]</div>
 
*<div class="article">[[Can I add custom links to my scheduling page]]</div>
 
*<div class="article">[[What are Meeting Types]]</div>
 
*<div class="article">[[Limit how soon or how far away invitee can schedule a meeting]]</div>
 
*<div class="article">[[Can I add Custom Questions to my scheduling page asking for invitee information]]</div>
 
*<div class="article">[[Email reminders]]</div>
 
*<div class="article">[[Buffer times]]</div>
 
*<div class="article">[[How to enable disabled meeting types]]</div>
 
 
 
 
 
<div class="calendar-integrations" style="font-size:x-large;">[[Calendar Integrations]]</div>
 
*<div class="article">[[Getting_Started_with_SimplyMeet.me#Step_1._Connect_your_online_Calendar|Connecting calendar to the account]]</div>
 
*<div class="article">[[How to connect your NextCloud Calendar]]</div>
 
*<div class="article">[[How to connect your FastMail Calendar]]</div>
 
*<div class="article">[[How to connect Kopano Calendar]]</div>
 
*<div class="article">[[How to connect your Zoho Calendar]]</div>
 
*<div class="article">[[How to connect Zimbra Calendar]]</div>
 
*<div class="article">[[Connecting Baikal calendar works but the availability is not loading]]</div>
 
*<div class="article">[[How to connect multiple calendars at once (Google, Office365, FastMail)]]</div>
 
 
 
 
 
<div class="booking-page" style="font-size:x-large;">[[Booking page]]</div>
 
*<div class="article">[[Customize your scheduling page]]</div>
 
*<div class="article">[[Pre-populate invitee information on the scheduling page]]</div>
 
*<div class="article">[[Is it possible to display a monthly view rather than weekly on the booking page]]</div>
 
*<div class="article">[[How can I set phone call meetings in SimplyMeet.me]]</div>
 
*<div class="article">[[Can I add custom links to my scheduling page]]</div>
 
*<div class="article">[[The use of speciality tags]]</div>
 
 
 
 
 
<div class="faq-and-troubleshooting" style="font-size:x-large;">[[FAQs and Troubleshooting]]</div>
 
*<div class="article">[[Do you have a public roadmap]]</div>
 
*<div class="article">[[Pre-populate invitee information on the scheduling page]]</div>
 
*<div class="article">[[Can I connect multiple calendars at once]]</div>
 
*<div class="article">[[Is it possible to display a monthly view rather than weekly on the booking page]]</div>
 
*<div class="article">[[How can I set phone call meetings in SimplyMeet.me]]</div>
 
*<div class="article">[[Does SimplyMeet.me have an API]]</div>
 
*<div class="article">[[Events created in Thunderbird Lightning Calendar don't show as busy on my scheduling page]]</div>
 
*<div class="article">[[Can I add custom links to my scheduling page]]</div>
 
*<div class="article">[[Meetings are double-booked]]</div>
 
*<div class="article">[[How to show availability when all teammates are available]]</div>
 
*<div class="article">[[What is SimplyMeet.me Confirmation Page]]</div>
 
*<div class="article">[[My calendar is free but days are unavailable on my scheduling page]]</div>
 
*<div class="article">[[Connecting Baikal calendar works but the availability is not loading]]</div>
 
*<div class="article">[[How to cancel or reschedule booked meetings]]</div>
 
*<div class="article">[[Will the time blocked by a client in one meeting type be blocked in other meeting types]]</div>
 
*<div class="article">[[Meeting Duration]]</div>
 
*<div class="article">[[How to Invite More Participants to Meetings]]</div>
 
*<div class="article">[[How to enable disabled meeting types]]</div>
 
*<div class="article">[[I'm using Outlook desktop client connected to my CalDAV calendar and I can't see SimplyMeet.me meetings]]</div>
 
*<div class="article">[[Shared calendars in my Google account are not detected in SimplyMeet.me]]</div>
 
*<div class="article">[[I'm using Outlook desktop client and I can't see SimplyMeet.me meetings]]</div>
 
 
 
 
 
<div class="integrations" style="font-size:x-large;">[[Integrations]]</div>
 
*<div class="article">[[SBPay]]</div>
 
*<div class="article">[[Google Meet / Hangout]]</div>
 
*<div class="article">[[Zapier Integration]]</div>
 
*<div class="article">[[Microsoft Teams]]</div>
 
*<div class="article">[[Zoom Integration]]</div>
 
*<div class="article">[[Whereby]]</div>
 
*<div class="article">[[SMS Gateway]]</div>
 
*<div class="article">[[SMTP]]</div>
 
*<div class="article">[[Kopano Meet]]</div>
 
*<div class="article">[[Securing Zoom meetings with passwords]]</div>
 
*<div class="article">[[Facebook Pixel]]</div>
 
*<div class="article">[[Okta integration]]</div>
 
 
 
 
 
<div class="privacy-and-terms" style="font-size:x-large;">[[Privacy & Terms]]</div>
 
*<div class="article">[[SimplyMeet.me Security]]</div>
 
*<div class="article">[https://simplybook.me/en/legal/dpa Data Processing Agreement]</div>
 
 
 
 
 
<div class="team-management" style="font-size:x-large;">[[Teams]]</div>
 
*<div class="article">[[Create and manage a team]]</div>
 
*<div class="article">[[User roles]]</div>
 
*<div class="article">[[Teams support]]</div>
 
*<div class="article">[[How to clone a teammate's settings]]</div>
 
*<div class="article">[[Schedule meetings round robin style among your team]]</div>
 
 
 
 
 
<div class="api" style="font-size:x-large;">[[API]]</div>
 
*<div class="article">[[API_Reference|Introduction]]</div>
 
*<div class="article">[[Authentication]]</div>
 
*<div class="article">[[Pagination]]</div>
 
*<div class="article">[[Errors]]</div>
 
*<div class="article">[[Meeting_Types(API)|Meeting Types]]</div>
 
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Revision as of 10:46, 18 April 2023

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.

SimplyBook provides clients with numerous features adjusted 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 services, providers, categories and locations
- Accepting payments online
- Viewing statistics about your reservations, cancellations, workload and revenues
- Sending email and sms notifications to clients and providers (staff)
- 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 stuff. 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. (Example: http://company.image.simplybook.me)

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 )

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.
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.
3. Calendar is a section where you can manage (add,edit and delete) 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, for example like national holidays.
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)
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)
6. Reviews. Here you can see the reviews from your clients.
7. Promotions. To use this tab, you need to enable Simply Smart Promotions plugin in the plugin section and then you can use promotions to enhance your business.
8. Plugins. Plugins are used to enhance the system and customize it in line with your needs. Please see the list of all Plugins and their function here.
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 questions related to settings here.
10. Prices.
Subscriptions. Here you can view different tariffs and purchase subscriptions.
Additional items. Here you can purchase SMS credits, additional bookings and plugins.
Affiliates. Referral program.

Settings

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

FAQ

Is your service free?
I upgraded the system but the plugins are still unavailable
What will happen if I don't renew my subscription?
How to allow smaller intervals than 1 hour?
How to change timeframe?
I have problems with notifications
Can I change some texts in bookings/admin interface?
Can I translate the system to my own language?
Where can I change my schedule for the week?
Can I have specific schedule for certain days?
How to connect service to provider
How to create different schedules for services?
Plugins are not working
Simplybook doesn’t sync with Google calendar
Clients/Providers are not getting Email/SMS notifications
Can’t book certain time/date
How to add widget to my website
How to hide tab "Employee" from my booking page?
How to show day of the week in calendar?
and more

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