Visual translator is a feature to translate the Booking panel.
To do this, first go to the Settings section of your admin panel. In the Settings screen, you need to enter the Front-end panels section and select Labels from there.
To start the translation process, there is a language selection list that can be chosen for translation. You select the language you need from the list and click the Translate button.
After choosing this, we will see the view on appointment panel for customers.
With an up-to-date interface and informative calendar, you can see your employees’ work shift.
Whether you choose a monthly schedule or choose a weekly schedule, you can look at the daily schedule. You can also view appointments in the list view through the List view if you want. You can filter appointments based on location, services and staff.
With our service, you can design your front-end booking panel to suit your business colours in any way you like. There are 7 styles available: Default, Brown, Red, Green, Blue, Purple, Pink. You can choose one of the styles you want, or you can create a new template with any colour. Simply select and click on the CHOOSE button in front of the panel to change the look of the panel.
Click on the Create new style box below to add a new Style.
You will see the default colours in the popup panel.
Note! If the style you want to delete is the style that currently selected, you cannot delete it. Change the style you selected first, then try deleting it….
With the OnlineBookMe.com, you can customize your custom fields for your business needs by using the multi-function Form Builder with your Front-end booking panel. You can design different forms at the same time and select each form for different services. Click the CREATE NEW FORM button in the Custom forms menu to create a new form.
For the first time in the open panel, you need to name the form in the upper section and look at what services this form belongs to right away. Then you can build the form with the form builder tool. In the left pane you can see the types of fields that you can use in the form.
The following types are supported:
| Label | Any label that is desired in your form will not be added to this field. No functionality will be available. You can just add labels of a data character. |
| Text input | Use this field to override the text input form |
| Text area | You can use this field if you want to add long text to your text form. |
| Number input | You can use this field to override your file form to receive regimen-type information. |
| Date input | If you want to add a date input to your form, you can use this field. |
| Time input | If you want to add a time input to your form, you can use this field. |
| Select | You can use the for field to add a select type input. |
| Checkboxes | Use field for adding multi-selection checkboxes. |
| Radio buttons | If you want to use radio buttons, you can use this field. |
| File | If you want to overwrite file upload files, you can use this field. |
| Link | If you try to add a form link, you can use this field. It does not have functionality, you can just add links to the content. |
Adding fields to your form is very simple. With the drag & drop function you can grab an item and drag it to the desired shape.
Once you add an item to a form, you can change its options to the right. For example, you can specify the label of the item, placeholder, help text, from these options. By changing the options you can visually change the look of your form.
After you have added the fields you need together with the options, you can restore the form by clicking on the SAVE FORM button.
When you want to delete or edit a form, you can click on the options in front of it and click on the Edit or Delete button accordingly.
With our service, you can send email notifications about any actions to your customers and staff. You can edit the title and content of these email notifications with specific keywords as you want.
You have to adjust notifications each individually for customers and staff members.
Activate any notification you want by slider and it will turn to green when on.
You can modify emails with the editor in this section. When ready, you can send test emails to yourself by submitting “send test email”.
You can send email notifications for these triggers:
With the help of the Notification Tabs feature, you can send specific notifications to your customers and staff according to staff, service and location. You need to create a new tab by entering Notifications and clicking the green plus sign there.
After creating the tab, this tab will appear in the Notifications section and you will be able to create the notification you want from here. The notification you create here will only be sent for the service, staff, location you selected. Also, if your site is multi language, you can send notifications to your customers in the language your site uses. If you select a specific language while creating the tab, this notification will be sent if your customer uses that language.
Here you will see the full list of payments. With convenient filters and searching, you can find any payment made. If you can make conveniently view through ASC or DESC in columns of schedule for your need.
If customer completes payment with PayPal or Stripe when online booking, payment status will be seemed to Paid in green.
If customer select local payment when booking, then payment status will remain Pending. And after you receive payment from customer and find that customer on the list; you can launch details by clicking “info” and do any necessary changes.
Clicking on the EDIT button, you can change the status by completing a payment.
If you have received a full payment, you can mark status as Paid by noting that. Otherwise if partly payment or down payment, you can save status as Pending till the other part of payment received.
All of your customers’ data is stored in the archive format. This is because you don’t loose old customers. You can export your customers’ data to excel file whenever you want, or you can import your new customers to our service by CSV file.
If you want to add a new customers, you can access the Customers menu and click the ADD NEW button.
You can add a note in opened window by mentioning the name, surname, email, phone number of customers, selecting profile picture, gender and date of birth.
Then you will be able to add to customer base by clicking on the ADD CUSTOMER button. With a functional and searchable toolbar, you can search first name, surname, phone number and email of customers. You can sort a list through the ASC or DESC in column you want.
By using the “Allow to login” feature, you can also create a login for your added customers. Your customers will be able to manage their own appointments with this login.
If you want to delete any customer, go to the options in front of it and click on Delete button.
If you want to amend customers’ data, go to the options in front of it and click the Edit button.
You can also delete customers collectively.
You can create your own services with a multi-level service categories. With the perfect structured view, you can easily categorize your business services.
At first you have to create your first category. To do this, just click on the “+” icon in front of Categories which is in the middle of the screen. Enter the name of category in element adding below and click on Save icon. Here is your first category.
If you want to add second category in parallel, then enter and save the name of category by clicking on the “+” button near same Categories. You can repeat this process as many times as you need. There is no limit to the number of categories and services.
If you want to add the subcategory of the Category 1, click on the “+” icon opposite it. In the pop up, you will be asked if you want to add Category or Service. Select Category option. Save by entering the name of sub-category.
If you want to add service to the subcategory what you add to, you click on + icon and select to add a service in pop up.
To add a service, a new modal will open:
There are 4 steps to add a service:
First of all you need to fill main information in this line in Service Details tab.
Repeat: You can select repeat type of service here. There’re 3 types of choices:
Monthly Recurring service: If your service is repeated on certain days of the month, then you can choose the monthly option. For example, if it’s repeated 1st, 2nd, 3rd of every month. Either you’ll be able to select like the first Sunday, the last Wednesday, the third Friday of every month.
Weekly Recurring services: If your service will be repeated for certain days of the week, then select this option. For example, it can be repeated on the 1st, 3rd and 5th of every week.
Daily Recurring services: If your service is repeated every day or in X days, then you should select this Daily option. For example, your service should be repeated in 2 days.
When you create a service, you can choose only its type in this option. Customers will choose their services will be available in which days of the week or if service’s repeated monthly, it will be repeated in which days of month, or if it’s Daily recurring service, it will be repeated in a few days. For example, customer will want to benefit on the 2nd and 5th days of the week from your service. Other customer may also want to benefit on the 1st and 4th days of the week from service. If the dates that customer selects aren’t available in time sheet, the system will not accept those days.
Fixed full period: If you make this choice, you can limit the full period of repeated service. For example, we have mentioned above that treatment sample will take 10 days. In this case we act this option and select 10 days in opening area. There are options for month, week, and time(s) beside day option in this area. If you do not activate this option, then customer will specify how long the service will last when booking. For example customer will select that I book this service on every 1st and 3rd days from September 10th to November 15th.
Fixed Frequency: With this solution, you can set frequency of repetition. If you add the Monthly recurring service and select 5 days in a month by activating this option, then your customer will select 5 days in a month when booking.
Or if you add Weekly recurring service and write 3 days in a week at Fixed Frequency, then customer will be able to select only 3 days of the week when booking. When you disable this option you will have no limits for customer.
Payment: With this option, you will appoint how your recurring services will be paid when your customers book. There are 2 options:
If when making online booking, it’s enough to pay ony first appointment, then select the 1st option. Customer has to pay all appointments in online way when making a recurring appointment and select 2nd option.
Capacity: With this option, you can determine whether your customers will subscribe to this service either individually or in a group. If they have to be written individually, select Alone in this option. Otherwise, you can select Group option and appoint that minimum and maximum number of customers will be written at the same time.
Note: You can enter a brief description about service. This information will be seemed to customer in front-end booking.
In STAFF tab, you can add staff who work in this service. Just click on Add staff button, select the staff. If the current service will be a specific price for the staff you choose, then activate “Specific price” checkbox and enter to section what is special price to Staff.
In TIME SHEET tab, you can set up special timesheet for your service. By default, the timesheet you set in Settings -> Business hours will appear here. If you need specific timesheets for this service, then first, you must active “Configure specific timesheet” checkbox.
There’s SPECIAL DAYS submenu in current tab. If timesheet of your service will be different for any special days, you can exclude it from this submenu. Just click on Add special day button and select date, hours of starting and ending.
In EXTRAS tab, you can add items for your service.
Select image of Extra, enter its name and price.
There may be some extras that can be set on duration. In this case, when current select extra, duration of extra will be added in general duration of appointment.
There may be some extras that they are sold without duration. In this case, just keep the duration empty. You will choose that maximum how many pieces customer will book in times to Max quantity section.
After completing all the content, you can click on the ADD SERVICE button and add the service.
OnlineBookMe.com is multi-staff supported. You can add your staff from different locations to system.
Click on ADD STUFF to add new stuff. You’ll see 4 Tab in opening window:
In the DETAILS tab, we will enter basic information of Staff. Add name, email, phone number and profile picture. The profile photo and name will be displayed while booking. Then we will select location. If same staff member works on several locations at the same time, then you can select all locations here with multi-select option.
You can also include a short description about staff member.
In WEEKLY SCHEDULE tab, we can build a special weekly work schedule for this staff member. Here you can add day-offs, work hours and breaks. You can also set up each day of the week. You mark the start and end time of each workday. If it’s day-off, then check “Add day-off” checkbox. If you want to add the break time, click on Add break button and save the start and end times of the break. You have the opportunity to add break(s) for each day of the week.
If you want to create a custom timetable for your staff, you must first enable the “Configure specific timesheet” checkbox.
In SPECIAL DAYS tab, you can set up time sheet on special days for staff. If staff member is allowed for any day, and he can only work on the second half of the day, you can record it here. Just click on the “Add Special Day” button and note day, start and end hours in opening panel. If it’s needed, you can also click on “Add break” button for special days and add break times.
If it’s needed to delete special days you add, click on Remove special day button.
In HOLIDAYS tab, you can select specific holidays for staff. If staff won’t work at any day, it’s enough to click that day from calendar in this tab. Let’s note that you are already recording the general holidays for your business in Settings> Holidays. If you want to appoint additional holidays for your current Staff, please note them in this tab. Otherwise, it’ll be preferable to select same holidays in both Staff and Settings.
After completing all information about staff, you can save the content by clicking on the ADD STAFF file and it will be on list of staff you select. You can search name, email, phone number of staff on list, sort by name, email and phone number of them with ASC or DESC. If you need to edit Staff’s information, you can click on Edit button by clicking on Options button in front of staff.
You can delete staff with single or group way. If it is necessary to delete 1 staff, then click on Options button in front of the staff and click on Delete button. If you want to delete some employees collectively, then it’s enough to click Delete icon which will open below when checkboxes are activated.
OnlineBookMe.com supports multi-locations. If your company is located on several locations, you can combine your points on a system by adding each other separately. You can accept separate bookings for each location, you can add staffs for locations and by comparing your locations you can create rating schedule for creating competition between.
Just click the ADD LOCATION button to add a new location.
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