Would you like your clients to book appointments using natural voice commands? With this custom feature, your clients can speak to an AI assistant that understands their requests and helps them select the right service, time, and provider. This creates a fast and intuitive booking experience, especially for clients on the go.

If you already have a website, you can easily add the AI Voice Booking widget to your site.

AI Voice Booking processes spoken requests, confirms details with the client, and completes the booking in your SimplyBook.me system. It reduces admin workload and makes scheduling more accessible for users who prefer speaking over typing.

All bookings made through AI Voice Booking will appear in your Calendar and booking reports like any other appointment. You can also add booking information to your notification messages for both client and provider.

For more details, check out our Help Center article on the AI Voice Booking feature.

当客户在预约服务时，您是否需要他们提供更多的资讯？使用“备注栏位”定制功能，您可以设置不同的问题让客户填写，留下您需要的资讯。而针对不同的问题，您也可以设置是否为 “必填选项”，备注功能帮助您在客户造访前，预先了解客户的轮廓，提早准备好相关的资料提供服务。

在客户预约前您可以请客户填写，以下为备注栏位的范例：

• 医师＆诊所可能会需要客户填写出生年月日栏位，或是勾选是否为初诊。
• 个人家教可能会需要学生透过下拉式选单的方式，选择目前对于该课程的理解程度。

但是，若您想要在服务期间，提供其他的加值服务，例如：在洗发时，推荐客户选购精油，则可尝试使用我们的加值服务定制功能。

当客户填写完备注栏位，完成预约后，客户填写的细节都会于管理介面呈现，您可以在日历页面中查看，您也可以定制提醒通知内容，将客户的选项置入于电邮或短信的提醒通知中。

若您想了解更多资讯，请查看 我们的操作教学。

您是否拥有多店点经营服务？若是，那么分店管理定制功能就是必须使用的！使用“分店管理”定制功能，您可以在不同的城市＆国家＆地区建立不同的地址及多个店点。为不同的分店新增联络人、店点图像及其他必要资讯，让您的客户快速选择最适合他们的分店。

我们强烈建议您搭配 Google 我的商家定制功能使用，客户可以直接在 Google 地图中搜寻“附近”的类似服务，进而在 Google 中轻松展现您的服务内容，更不用说 Google Map 的搜寻结果将会为您的公司带来更大的竞争力。

使用分店管理定制功能，可以帮助客户更流畅的预约您的服务。如果所有的服务皆在同一个店点，您也可以使用此功能，例如：将您的员工按照排班的方式分类，或是区隔初级或专业的设计师。

Each service typically has its provider: a hairdresser, a teacher, a doctor are all examples.

We’ve created service providers with flexibility in mind: they can have personal schedules, days off and vacations, irrespective of the general opening hours of your business or organisation. You can synchronize an employee schedule with his personal calendar, Google or Outlook.

You can connect services to a particular service provider and define how many clients each service provider can accept at the same time. Or you can allow your clients to book an appointment with the next available service provider by using the Any Employee Selector custom feature.

If your company is big and your have service providers distributed among different locations, you can add these Locations to your booking page to allow clients to select their preferred location.

There are many reports in the system which allow you to monitor your employees' efficiency and see the popularity of the services they provide. You can also review your employees workload to make sure you are distributing the workload evenly.

Everything related to services and corresponding schedules, you can do with maximum flexibility. You can set up each service schedule separately with customisable availability.

You can create one-to-one services or Classes for multiple participants. They can book them one by one, or make a Group booking.
You can also create special types of services, events that are held occasionally like a conference, special lecture course etc.
If your conference is a three-day event, or the lecture course includes five once-a-week lectures, you can create it as a recurring service and clients will be able to sign up for all the course lectures at once.

If your company provides numerous services of different types, you can group them into service Categories to simplify the booking process and client navigation.

It is possible to accept both online and offline payments for all services, and our reports will help you keep track of all the activity within your business.

Reserve with Google custom feature is an integration with a Google business service with the ability for people to book directly from the search results through Reserve with Google.
It is a powerful marketing tool which helps you to capture your leads instantly. As soon as potential clients find your business on Google Search, they will be able to make an appointment through the Reserve with Google platform, which is standardized and mobile-friendly. Simplifying the process of making a booking for your clients and linking it to your scheduling software is what the partnership between Reserve with Google and SimplyBook.me is all about.
Another benefit is to be visible in Google search results for particular services. Among the first several auto-complete options, “near me” is one of the most popular. These “[business/service] near me” searches have doubled in number over the past six months. Keep up with the latest trends to become significantly more visible through services such as Google Search, Google Assistant and Google Maps.
Learn more how Reserve with Google service look and feel on Google official website resource.

使用“最新消息”定制功能，意味者您可以让客户随时了解您的最新动态。您可以将此设置为“最新消息”或“博客”，相信我，持续与客户更新您的动态，让客户充分掌握您的服务内容，有助于在线与客户互动。

在您的预约网站中发布最新消息有助于吸引新客户，造访者会了解您的预约网页仍有持续在经营，并且阅读您提供的资讯也能更进一步了解店家的经营成果。您可以将任何资讯更新于最新消息中，例如：发布老客专属优惠、新增一些有趣的小故事等。

若您想要在预约网页中新增更多资讯，欢迎使用我们的“定制页面”功能。

作品集定制功能可以让您在预约网页中，上传各种生动有趣的图像，使您的预约网站内容更加丰富！您可以上传您的商家资讯、服务项目，或是任何能反应您的经营成效的图像。例如：美容美发设计师可以上传剪发前后的比对图像，并利用作品集展现您过去的成果！

就算是新增图库的图像，也能让您的预约网页更专业且吸引更多客户预约。您需要的是“让图像说话”，透过图像的呈现，吸引客户完成预约！

If you want to accept bookings online, and already have your own website, you can add booking functionality to it by using SimplyBook.me widgets. They are easily customisable and can, therefore, fit perfectly into your website design.

There are various types of widgets: you can add a simple iFrame widget to show a list of bookable services right on your page. Alternatively, you can use the Booking button widget that adds a nice and neat booking button at the side of your website, and by clicking on it, the customers will book the services in a pop-up window.

To make the booking functionality even better, you can add a contact form to your widget using the "Contact and Booking button" widget. You can also create custom widgets with predefined locations, categories, services or providers, or get a separate widget with clients' reviews. If you need some guidance with widgets for memberships, gift cards or packages, contact our Live Chat as we are happy to help.

There are also special widgets allowing integration with social networks:
here you can read about our Facebook integration.

If your website builder does not work with HTML/Javascript, we have another option - you can add a simple HTML button that will lead your clients to your booking website.

Adding any of the widgets does not require programming skills, you need only select the desired design, generate the code, paste it to your website, and it’s finished. More detailed instructions of how to do it for the specific site builders such as WordPress, Joomla and others you can find
here in our Help Centre.

Need to add a booking option to your website, but you’re not a developer? Now it is easy! You simply select the desired design, generate the code, paste it to your website, and it’s done. The clients will be able to book your services while staying on your website.
You can even create custom widgets with predefined locations, categories, services or provider. Get a separate widget for client reviews, and we can help with widgets for memberships, gift cards or packages.

Given the various custom design options, it’s easy to change the widget look and feel to match your brand.

It is possible to integrate the booking functionality into websites built with Joomla, Wordpress, Site123 and many others. Here you can find step-by-step instructions on how to insert a widget.

If you actively use your social media platforms to represent and promote your company Facebook integration could come in handy for you.

您是否想要在预约网页中同步社群动态让客户看到最新的资讯？确保您的预约网站随时都能同步您在社群中更新的图像！使用 Instagram 图像分享定制功能，当您在 Instagram 上传图像时，预约网页也会同步显示最新的图像，正所谓一图胜千言，这将有助于您持续与客户保持互动！

使用 Instagram 图像分享定制功能无需额外操作，您只需要登入您的 Instagram 帐号，系统将会自动同步处理。如果您的 Instagram 帐号中已经有许多图像，则您也可以设置在预约网页中每页显示多少张图片。若想了解更多操作细节请点击查看此篇文章！

您是否希望打造功能更全面的预约网站，在预约网站中加入丰富的介绍页面、博客、最新消息，或是作品集？别等了，SimplyBook.me 可以满足您的需求。

使用“定制页面”功能，您可以在预约网页中加入不同类型的内容，让您的预约网站呈现更全面的资讯。而在首页的页签中，将会显示您建立的内容，您可以调整排序或是隐藏页签，也可以在您的首页上加入其他按钮，引导客户到其他网站浏览。

一图胜千言，您可以在预约网页中加入专业的图片形象，或是撰写高质量内容，帮助您吸引更多潜在客户浏览，提高客户在线预约的机会。

• 新增一个“最新消息”页签，让您可以随时更新目前的业务消息，或是您的最新动态，让潜在客户知道您的预约网站持续在更新，并且您认真的追踪任何相关的产业趋势
• 撰写博客内容，帮助优化搜寻引擎，同时展示您的产业的了解
• 新增“关于我们”页签，用图文方式介绍团队成员及公司、分享您的服务项目、您的工作场域环境以及员工。
• 新增“常见问题”页签，向客户解答并说明基本问题，帮助客户能快速了解您提供的服务内容，或是告诉客户可以到您经营的 Facebook、YouTube 或 Instagram 查找更多资讯

创意是无止尽的！因此，为您的品牌定制完美的在线预约网站吧！拥有一个专属在线预约网站，让客户能透过搜寻引擎找到您的服务，完成在线预约！别让竞争对手取得先机，现在，就使用 SimplyBook.me 定制页面功能！

We understand that looks matter, in business, they matter a lot. Therefore, we don’t just provide beautiful booking website templates, with as many pages as you like, but we allow you to customise them to get the look and feel you are after, and to enable you to get them in line with your brand.

The design features available within the admin interface allow you to play with the design. For example, you can choose between more than 15 different templates, adjust colours to match your brand, insert your company logo, background image, team and service photos on top of adding images from your business into your booking website Gallery.

You can keep your page simple or add various descriptions for Services, Service Providers, Locations and Categories with HTML formatting, FYI - no coding skills required!
We have different customisation options such as right-to-left scripting support for eastern languages.

Finally, you can go nuts and do all kinds of magic if you know CSS coding or know someone who can do it for you. With the help of the Custom CSS custom feature you can do your CSS magic. Use this custom feature for free!

There are various Marketing tools in the system designed to help you to promote your business and "Reviews" is one of them.

Everybody knows that positive word of mouth is the best marketing measure out there, and that’s where reviews come in. The system allows you to collect your clients' reviews and show them on your booking website.

SimplyBook.me can send automatic emails to your customers after the service has taken place requesting feedback from them. Simply configure the text of the email and the number of times you would like to send it. This feedback is published on your booking site as a review, giving you valuable social proof.

If you do not use our Client login feature, and merely ask clients to provide email or phone number to book online, we’ll ensure that people cannot post random reviews. Customers will be asked to use their Google, Facebook or Twitter accounts for identification.

On top of that, your company can be listed in our Booking.page directory, including all the positive reviews. Your customer feedback will be indexed by search robots which should help you to attract new clientele.

您已经有自己的官网，并希望该网站在触及的客户时，可以提供客户更完整使用体验吗？如：直接完成在线预约、若有问题时能直接与您取得联系获得协助？

您可以使用 SimplyBook.me 的“取得联系”套件，将取得联系按钮加入至官网的页面中，当客户有问题时能与您取得联系。而该按钮与预约流程皆可以定制，如调整颜色呈现、文字字体或是大小，在加入按钮时，也能符合您的官网品牌风格。

您的客户可以简单的找到适合的时间并完成预约，如果他们找不到合适的时间，也可以留言让您知道，而一旦有客户留言，我们也会透过电邮的方式通知您。您也可以选择关闭电邮通知，当客户留言时，可以直接在系统报表中查看。

在无止境的竞争中，出色的域名及简单的网站设计，清楚的标示商家位置并让客户完成在线预约，可能对您的公司有莫大的决定性及影响力。让客户轻松的找到您的预约网站，并且简单的记住您的网址，以利下次再约！

不要犹豫了，您可以到下列网站查看您想要的域名是否可购买，如：NameCheap、GoDaddy 以及 其他域名供应商！

如果您已经拥有自己的域名，您可以使用我们的“定制域名功能”，将您的预约网页网址改成您的定制域名，或为预约网页设置子域名！

如果您希望有“白标”解决方案，让整体预约网站更贴近品牌，则欢迎订阅升级至 SimplyBook.me 的标准版或专业版喔！

您是否希望您的客户无需额外注册帐号，即可登入预约，并让整体的预约更顺畅？现在，就开放客户使用 Facebook 帐号登入来完成预约吧！

此功能将会储存与客户相关的 Facebook 个人资讯，您仍可以透过其客户资料，与客户联系。例如：您可以在四例中快速查看 Facebook 大头照，来找到即将到来的预约资讯。透过 Facebook 帐号预约的客户资讯，也会一并显示于后台管理介面中，让您有效管理客户名单。

更重要的是，您可以快速识别客户的长相，当客户造访时，能轻松的喊出对应的名字与客户建立良好关系，让客户一进门就感到宾至如归！

更有效率的活用 SimplyBook.me，现在就使用 Facebook 客户资讯定制功能！

在 SimplyBook.me 汇入客户名单是非常容易的，即使您已经有庞大的客户资料，透过“汇入客户清单”功能，可以帮助您将客户资料无缝整合至 SimplyBook.me 管理后台中，帮您更全面的管理客户资讯。

若要汇入客户名单，您只需要上传一个包含客户资料的 .csv 文档即可。您可以为对应的栏位选择标题，将会自动于管理介面中的列出更新的客户列表。

现在，您可以向所有的客户发送电邮，让他们知道您开始提供在线预约，客户可以 24 小时不分日夜预约您的服务！请注意，若您的客户并未授权让您透过电邮与他们联系，则禁止汇入包含客户电邮资讯的客户列表。所有的标准版＆专业版店家都能免费使用此功能。

提供优惠活动，刺激客户购买，增加营收业绩！

此功能非常实用且能弹性定制：

• 优惠券可应用于服务项目或是任何您贩售的商品中，您可以用于推广特定的服务项目、服务项目组合，提供会员专属折扣。
• 优惠券可以是简单的、季节性，或是仅是用于某些特定时间，甚至限制客户仅能用于某天的某个时段中使用折扣码，借此刺激您的冷门时段的销售，吸引更多人预约，例如：客户若预约您早上的服务，则可使用优惠券来取得优惠。
• 您可以设置所有客户都能使用该优惠券，或是将折扣码发送给您选定的客户，这样的操作方式，非常有利于您建立“客户忠诚度”，或是用来鼓励吸引更多新客户预约服务。

更重要的是，您也可透过此功能贩售礼品卡，您可以透过电邮发送简单的礼品卡订阅代码，让客户在预约时能选择使用，也可以将礼品卡列印出来，变成有设计感的专属礼品卡。

SimplyBook.me 将会追踪所有发送的礼品卡及优惠券，您可以在报表中查看兑换记录。

As soon as your client has confirmed the booking with you, they will receive a booking confirmation via email or SMS. This notification includes a link offering them the option to cancel or change the booking if necessary. Alternatively, your client can cancel or reschedule a booking within their profile on your company website.
If you need to cancel the booking yourself, as an administrator, you can easily do this in the "Booking details report" or the admin "Calendar".

After a client cancels a booking, the system sends notifications to both the client and the service provider. To prevent inefficiency in your company’s working schedule, you can specify the last point at which a client can cancel a booking. For example, you can specify that all appointments must be cancelled more than 24 hours before the booked session. For other services that require more preparation or initial financial outlay, you can set your "final" cancellation point to a week or even a month.

Please note that SimplyBook.me does not refund clients in cases of cancellation, that is between you and your customer. To avoid misunderstanding, you can use the following custom features. With Approve booking custom feature you can check client’s appointments before approving them. Also you may be interested in Deposits feature which allows you to pre-charge part of the price during the online booking process.

If clients only need to change the date or time of appointments, they can merely Reschedule the appointment or ask an administrator to do so.

Calendar notes feature enables you to attach comments near the cancelled or rescheduled bookings.

Admin interface includes your calendar view, various reports, interface to manage your clients, services, providers and other additional items you may want to sell such as gift cards or memberships. Additionally, you can adjust the design of your booking website and manage all the custom features to customise the system’s functionality to your needs.

The admin calendar will be your day-to-day interface. It gathers all your company bookings in one place. You can select the view you prefer: by provider, service, date, week or month. You can see the break times and days off for your business, services and providers. Using our Calendar notes feature you can show important information near a booking, or attach a reason for a break time added.
With the Booking status or Provider color coding custom features you can improve your calendar view. For example, by marking an active booking with "Client has arrived", "Service in Progress" then "Client has paid and left", you can stay on top of the business workflow. It will help you to see which bookings need your immediate attention quickly.

Our system reports allow you to monitor your business activities: see all bookings, payment transactions, client reviews and more. In the financial reports, you can find an overview of your business sales, different services profitability, employee workload, etc. You can read more about reports here

You can have multiple system users at no additional cost and assign them different administrative rights and access levels.

Here are the following user roles in the SimplyBook.me system:

The "Administrator" has the right to manage and alter everything and anything in the system. Usually, that would be you, the owner of the system, but it is also possible to have more than one administrator. This user can manage subscriptions and all system settings: enable and disable additional features and has access to all reports.

The "Senior employee" users can work with bookings and schedules for all service providers, but cannot change business functions.
Each "Junior Employee" can also have access to the system, but with limited rights. They can see and manage only their working schedules and bookings. For an intern or visiting auditor, you may want to give only "Viewer" rights so they can only see what’s going on, without being able to make changes.

The system logs all users' actions, so you’ll be able to see precisely which user made a change. For example, being able to see who cancelled a booking or added a comment.
We have great respect for privacy, so you’ll be able to get a GDPR personal report for each system user to see which data we store and request that we remove it if necessary.

当您建立专属预约网站的同时， 您的商店或公司已经被同步加入 SimplyBook.me 在线工商联络簿列表中。

每天都有新的商家加进工商联络簿，这将帮助消费者更容易找到您，进而为您带来新客户。您也可以在SimplyBook.me 在线工商联络簿列表上，经营客户评论与提供优惠折扣来吸引消费者；当然，若您不希望公开您的商店或公司，您也可以点此 到SimplyBook.me 在线工商联络簿列表设定

You can add new clients from within the admin interface, or they can register themselves during the booking process.
If you already have a customer list, you can import it into the SimplyBook.me system using a CSV. file format. And vice versa, you can also easily export clients from your booking system to Excel.

The client management interface is handy to view client records and edit their details.
Here you can administer your clients: block/unblock some customers, reset their passwords if requested and edit subscribeunsubscribe preferences for marketing notifications like feedback requests, promotions and book again reminders.
Additionally, in the admin interface, you can manage most custom features that relate to clients. For example, you may want to run a loyalty program for your customers issuing personal gift cards, discounts, or creating special memberships for VIP customers.

By default, the system does not require client registration; it is enough to enter an email address and phone number to secure an appointment. However, you can enable Client login custom feature to ensure client uniqueness. If a customer created two accounts in your system by mistake (made a typo or used a different phone number), you could merge the duplicate records.

您提供的服务是否与旅游导览、演讲、运动课程或是其他培训活动相关？若是，则团体预约定制功能将非常适合您使用！

激活团体预约定制功能后，将帮助您的客户更方便的帮助亲朋好友完成预约。客户不必为每个参加者重复点选预约流程，只要输入要报名的人数即可。如果您开放在线付款，我们也完成整合该情境，系统将会自动计算总额，并且引导客户到付款页面完成付款。

当客户完成团体预约后，您可以希望发送略有不同的提醒通知，别忘了，我们还有提供定制电邮＆SMS 短信范本让您选用！

多重预约定制功能让整体预约流程更顺畅，同时帮助您引导客户预约多项服务，提高客单价！

在您激活后，当客户选定预约项目并在即将完成预约前，系统会出现“预约更多”的按钮，引导客户在保留该预约项目的情况下，回到首页挑选其他预约项目完成其他时间的预约（可选择完全不同时间、日期、服务或员工的内容）。如果您有激活在线支付，而多重预约也将会帮助客户更简单完成预约流程，在选定好所有预约项目后，系统将会引导至第三方付款网页，并且计算所预约项目的总金额，让客户同时一并支付所有费用。
确保您的预约流程顺畅，是吸引客户再次回访在线预约的不二法门！

当客户一次预约多种服务时，您可以希望针对此情境发送不同的提醒通知，因此，建议您可以使用我们的电邮＆SMS短信定制功能，来达到文案定制效果。

在很多预约情境中，也许您想要先检查客户资讯及排程后，再批准客户预约，来加强您管理排程的空间，同时筛选优质客户。透过激活“批准预约”定制功能，您可以主导，自由的批准或拒绝任何来自您在线预约网站的客户预约。

下列有几个情境，您可能会需要此功能：

• 您需要检查客户预约资讯、基本资料、会员资格，或是特定的电邮预约记录。
• 客户预约了有人数上限的活动＆服务，您需要审核。
• 该服务需要特定的资源，而您需要确认资源是否仍未消耗或被占用时，方可批准客户预约。

您可以在管理介面的日历查看所有需要批准或已被批准的预约，并透过不同的颜色呈现，方便您后续查看。请注意，批准预约定制功能无法与接受付款定制功能同时使用，当激活接受付款时，代表只要客户付款完成，系统将会默认为“批准预约”状态。

使用客户预约状态定制功能，您可以充分利用日历管理员浏览模式。在一家拥有许多供应者和服务项目的公司中，客户预约状态定制功能，可以为您的预约设置不同的颜色呈现。

您可以针对不同的客户预约状态标记，例如：当客户已抵达、服务进行中或客户已离开。当您快速浏览预约日历时，您可以轻松查看所有需要注意的预约，当然，针对不同的客户状态设置，您也可以根据业务需求定制。

查阅我们的教学中心 点击此处了解更多操作细节。

有效并快快速确认客户指定预约的员工！透过激活“以颜色标记服务供应者”定制功能，您可以对不同的员工设置专属的颜色显示，进而快速辨别其关连的预约！

在您快速浏览预约日历时，可以轻松确定哪些预约属于哪个员工。在管理介面及报表中，也会以对应的颜色显示该员工的绩效。

到我们的官方教学网站 点击这里查看更多关于如何使用此功能的教学。

在默认的情况下，客户无需注册即可完成预约，使预约流程更简单快速。但是，让客户注册成会员后，才能完成预约您的服务也会有很多好处。

如果让您的客户先注册再预约，则可以更轻松的搜集客户名单，拓展业务并增加收入。透过客户输的入姓名、电邮，您可以定制“立即预约”提醒、销售礼品卡、会员资格或组合方案。这些额外的营销机会搭配使用，大大提升您的客单价及业绩。

从客户的角度来看，他们可以查看其预约＆购买历史纪录，获得折扣并参与加入您建立的会员方案。
最重要的是，他们的数据也会获得更完整的保护。我们遵循最新的 GDPR 规范，提供了一套安全且完整的数据保护功能！当然，资料保护是免费的，您只需要开放让客户注册即可。

您可以使用会员资格定制功能，将某些服务项目设为会员限定，或是设置若会员预约某些服务时，能享有会员价，也能向会员发送礼品卡或是提供其他会员专属优惠。

会员资格定制功能也能做为营销推广工具。您可以为会员设置优惠或是其他好康，也可以设置更优惠的订阅支付方式，刺激客户成为会员。若您使用 Stripe 第三方支付供应伤，您可以设置更低的订阅价格，而系统将会自动像客户收取订阅费用。

客户可以直接于预约网页中购买会员资格，而管理者也可以直接在后台中针对特定客户新增会员权限。

如果您想要了解更多，可以到官方说明页面查看会员资格教学。

当客户通过在线预约服务时，同步销售相关商品，刺激客户购买，提升业绩！只要您愿意，客户很乐意接受您提供的商品购买建议。透过允许您的客户在预约时，同时挑选其他想购买的商品，当客户到实体店面体验服务时，您只需要专注在客户身上，无需另外推销商品。而当服务完成后，您也可以直接将客户在线加购的商品提供给他们。

具体的操作是如何呢？当您的客户预约服务时，您可以为他们提供相关商品的推荐列表，而他们购买的每种商品都将会同步列出于收据中，您可以在后台的销售报表中查看详细资讯。而后台的日历中，除了显示预约资讯外，也会显示客户所购买的所有商品。

查看更多细节，并了解此功能如何与其他 SimplyBook.me 定制功能一起使用 点击这边 查看我们的教学中心。

您提供课程或活动吗？
“课程定制功能”帮助您为客户提供默认的时间表，让他们可以轻松查看所有可预约的排课时间。请点击这边查看更多案例。

将此功能用于活动安排，或是非常态的会议也相当实用。它可以是一两天的活动规划，您可以设置活动时间、活动参加人数上限，或是设置该活动仅能是特定 VIP 用户报名参加。

点击查看我们的 影片教学设置 或到我们的教学中心 查看使用操作方式。

使用 SimplyBook.me，您可以允许您的客户在选择预约服务项目时，加购其他加值体验。例如：您可以为客户提供升级豪华精油、升级护发精油、升级成接睫毛＆纹眉。此功能可以让您在不提高商品价格的情况下，提高该笔订单的单价至 10-20%。您仍然可以相同的价格销售旧的服务，让客户决定是否要额外购买加值的体验，提升订单单价！

对您的客户而言，要购买“加值服务”是非常容易的，只需要点击预约网站中的加值服务项目即可。如果您需要更弹性的销售其他加值商品，您可以试着使用我们的“商品加购”功能，该功能可以让您的客户在预约服务时，选择特定加值服务。

您可以在提醒通知的电邮中，加入“加值服务”和“商品加购”的内容，并在客户预约完成后，自动发送给您的客户以及员工。另外，若您想进一步了解更多细节，建议您可以查阅销售报表，进一步了解您的收入提升了多少。

若想知道更多如何使用加购商品的资讯 请您点击这边 到官方的教学网站中查看。

We know that not every booking is for a single appointment. Sometimes people want to book regular appointments or service packages, like personal training three times a week for 12 weeks. That’s why the system enables you to accept recurring appointments. Neat, isn’t it?

If a client books a recurring service, they need to select a start date and then confirm the suggested dates for the following appointments. They complete the booking and payment process just once, and then the only thing left to do is attend the sessions. But of course, we’ll send them reminders before every appointment separately, to make sure they don’t forget.

If your case is slightly different, for example, if clients pay for the set of appointments with no predefined schedule, then our Packages feature will suit you better. You can create a package for 10 x massage sessions or 12 x driving lessons. Then after you have processed the payment, clients will be able to book each appointment later, picking a convenient date and time that fits with their schedule.

Both recurring services and package services are compatible with all the default services functionality: The client and the provider will receive notifications, any payment types are acceptable, and bookings collate within the corresponding reports.

您双赢的选择，透过组合方案，将不同类型的服务和商品捆绑销售！在客户购买组合方案后，可在享有优惠价格中，预约您的服务项目并获得其他商品。

让我们举个例子吧！您可以将服务项目 A 与商品 B 组合在一起销售，假设 A+B 的实际金额为：100 台币，则在组合销售情况下，您可以设置为 80 台币！这样的销售方式有点类似红配绿的组合销售，您可以将热门服务与冷门的服务搭配在一起，刺激客户用优惠价格购买，同时您也顺势销售了冷门服务。

与其他 SimplyBook.me 热门定制功能一样（会员资格＆礼品卡），客户可以于预约网页中直接购买组合方案，您也可以直接在后台中管理客户的购买。若您有使用 POS 系统功能，也可以于该介面中销售组合方案。

您的客户可以轻松的使用组合方案！当他们购买组合方案后，在预约服务或购买商品时，可以直接使用组合方案的序号来兑换，若客户想额外购买未在组合方案内的服务项目或商品时，一样可以透过在线支付的方式购买。

关于客户购买的组合方案资料，全部都会被系统记录，您可以在管理报告中轻松查看。

到我们的官方博客查看 更多关于组合方案的使用教学。

Every business and company is different, and schedules can vary greatly. That’s why we keep things flexible.

You can set general opening hours for your business or organisation, and also change the service duration: from 5 minutes, e.g. for tanning salon services to whole day duration for rentals. Depending on your business specifics you can select the preferred Calendar Layout which suits your business the best.

If there are several service providers in your company, they may have their separate schedules, days off and vacations. Services also may require individual timetables: there can be evening services or services held on only on specific dates such as Events and Classes.
Also, if some of your employees use Google Calendar or Outlook online, they can sync their private calendars with the company booking calendar to avoid double bookings.

You have the option to add preferences on how close to the appointment time the customers can book, and how far in advance. This feature may be necessary if you have preparations to perform beforehand, or if you have to purchase supplies or equipment.

There are also other features to solve the specific time settings. For example you can add a Buffer Time between services to avoid back-to-back bookings, or change the service duration for each particular booking using Service add-ons with duration.

You decide how you want your booking system set up, and we make sure it works!

Do you need to organise a conference with a limited number of attendants or a lecture course held during a certain period? All of these can be implemented using Event appointments (included in Classes custom feature).

You can create an Event in Classes management interface and add its custom schedule: a particular day or a set of dates. It can be a one-time or a recurring event (batch) in case you want the clients to sign up for multiple days at once.

It’s also possible to define the number of participants for each event. Of course, events include all the features that services usually have: the option for prepayment online, confirmations and notifications. It can be cancelled or rescheduled and you can demand admin booking confirmation before approval.

If your conference will be held online you can use our Gruveo or other online video meetings integration. Otherwise, for classic offline conferences you may need to reserve the necessary number of chairs or meeting rooms for attendants, then our Related resources feature may come in handy.

It may be useful to add valuable information to the Calendar page, whether it’s for break times or bookings, to inform yourself and other employees of various things.

It is possible to add notes visible for everybody, selected services or providers only. All of your employees can see the essential details so you can update everyone in your company in a few clicks. You can also attach notes to a specific provider if you want only them and admin to see the relevant note. You can create different types of comments and mark them with colour-coding. For example, red notes for the important ones about scheduled repair works on your premises or green notes with a reminder to praise an employee for an excellent job during some working day.

The system collects all Calendar notes in a corresponding report with all export and filtration options.

Besides Calendar Notes, you can also use the comment feature within each booking. They are attached to each booking, and you can see them in booking details, from the Calendar interface or the Booking details report. Use them for whatever you need, marking the client as VIP, letting your staff know that the customer has some specific needs or if they like white chocolate more than dark.

Issue tickets for services, classes and events. Your clients can either print their tickets or save them to a smartphone. You can scan tickets from both a printed ticket or from the mobile phone screen, using the SimplyBook.me mobile admin app or manually input to the browser version of the Validate tickets section. If you have HTML/CSS knowledge, you can also customise the look of your tickets.

Check out our Help Centre tutorial to learn more about how to set up the Tickets feature. If you would like to create a customised ticket, you will need to have a Premium subscription with SimplyBook.me. The number of issued tickets is limited to 300 per month. If you need more tickets, please contact enterprise@simplybook.me

适时的分摊工作量，不要让您的员工过度劳累，但仍须确保客户预约的时段有员工可支援。透过“员工筛选器”定制功能，您可以确保想要预约的客户只能预约服务项目，但不能指定想要的员工。当然，您也可以同步出现两种选项：不指定员工＆指定特定员工，让客户自行选择。

若您想要简化预约流程，让客户跳过选择员工的部份，仅选择服务项目＆日期时间后，由系统自动为您配对，则此功能将会非常适合您！在操作上，您只需要隐藏所有员工的选项即可！您可以点击此处到我们的教学中心查看更多说明！

如果您有不同时间长度的服务，以及其他特定的开始时间间隔，则此功能将会是一个灵活的解决方案。
固定服务时间可以解决下列状况：

• 您有一个服务项目，服务时间为 30 分钟，但您指希望这个服务项目于每个小时开始时被预约，则您可以将固定服务时间设置为：9:00、10:00 （否则将会显示为：9:00、9:30、10:00..）
• 对于使用“弹性时间轴”的客户来说，稍微复杂但常见的案例是，当您使用不同时间长度的服务项目时，其中一些服务的时间（假设为 5 分钟） - 那么您将有 9:00、9:05、9:10 的时间选项。使用现代时间轴，您将会有 9:00、10:30、12:00 的时间选项，但如果您想给客户邓多的弹性，例如：允许每小时预约，则可以使用此定制功能＋现代时间轴来解决此问题，在调整后您将会有：9:00、10:00、11:00 ... 等的开始预约时间。

点击这边查看 相关操作的使用说明。

在某些情况下，您是否需要在线预约上限的数量呢？SimplyBook.me 系统开放您限制同个时段的预约组数上限，针对每个不同的服务项目，您都能设置不同的预约上限。

以下可能是您会需要用到预约组数上限的例子：

• 如果您的服务需要特定的资源，如：牙科椅、工作室中的房间等，则可以根据您的资产总数，来限制同一个时段的客户预约人次。

当该服务项目的特定时段达到预约上限后，则预约网页就不会再显示预约空档，但是，出于管理目的，您可以跳过不限制预约上限。

There are various reports in the system to help you run your business.

The basic reports show your company’s main activity, and you can view detailed information in different formats, such as:

• Booking details - list of all bookings and analogue of admin calendar
• Payment transactions report - list of all offers and invoices created. We designed these reports for everyday use, and your system admin can approve or cancel bookings and payments here.

The following customer-related reports help you to stay in touch with your clients:

• Client report - Displays your client list where you can see the bookings related to each customer and export them if needed.
• SMS report - Keeps track of all text communication with your clients

You may also want to collect Reviews to get to know your customers feedback better and use the Visitor Counter to analyse your booking page efficiency.

For financial monitoring, you can use:

• Insights - the generic dashboard displays customisable charts on your bookings, different service profitability and employee workload
• Sales report - represents sales charts related to bookings, packages, products for sale, memberships, packages and gift cards.
• Sales and tax report - shows a simple table with daily sales and related taxes.
• Payment transactions report - lists invoices with the possibility to view further details, approve pending payments and can be exported if needed.

The reports mentioned above will help you to monitor your business, identify and prevent problems, see ways for improvement, and support your growth.

SimplyBook.me puts your security first. Personal data reports - allow you to see the sensitive data we store about your employees and clients, you can also request that we remove the information, if required.

On top of that, we have specialised reports for most of our custom features to help you identify which features are useful for your business. Examples of our other reports include Voice bookings report, Pending bookings list, Membership payments, Classes report, Issued packages, Issued coupons and more.

Do you serve your customers from the comfort of their homes and need some time to go between places, need to have rest time between your appointments or preparing the space for your next client? Add some buffer time to the desired services, and the system will automatically block the corresponding buffer after each appointment.

Let’s see how it works. For example, at 9:00, you provide a 30-min massage, and you need a 15 min break to prepare the room for the next client. With the buffer time feature, clients will be able to book the next 30-min massage session at 9:45, but the service time remains 30 minutes long so that your customers won’t get confused. In your employee workload report, you’ll see that the massage provider spent 45 mins on this appointment.

Our users and their clients are located all over the world, and that is why we provide various customisation options for date and time.

If the timezones of you and your clients differ then to avoid any confusion, you can show the booking website in your clients' timezones and send the notifications according to their time as well.

You also have the option to change the system language, and adjust the wording for almost all texts used on the booking website and admin interface.

使用 CSS 设计定制功能，您可以无限制的设计您的预约网页风格。您可以调整颜色视觉呈现，调整字体大小或样式，或是移动或隐藏不同的栏位元素，也可以新增不同类型的元素动画等。

如果你的公司已经有自己的品牌色以及企业识别规范，则 CSS 设计功能会非常实用。另外，您可以对于预约网页设计有初步的想法，而这些想法虽然与我们的预约模版不同，但您仍可以透过嵌入预约套件的方式，将预约功能加入至您的网站中，而针对预约套件，您也可以透过 CSS 设计来进行定制。

CSS 设计定制功能我们开放所有客户都能免费使用，但我们建议是熟悉 HTML / CSS 程式语法的客户挑选使用。如果有任何需要协助的地方，欢迎随时与我们的支援团队取得联系，我们很乐意为您服务。

The system will usually define the language of your interface by the company address you used upon registration. However, you can change that later in the system settings. You can switch the language to one of the suggested ones or even add your unique custom translation. For example, you can change some terms to make them more appropriate for your business, like using "doctors" or "teachers" instead of just "service providers". It is also possible to customise the booking website´s translation only leaving the admin interface in your preferred language.

You can manage translations directly in the admin interface or download all the system texts in one .po file to edit them using specialised software and then upload the updated wording back to the account. This option can be more convenient if you have a professional translator.

If you need to show the booking site in several languages for the clients to choose from you can use Google Translate custom feature.

使用丰富的 HTML 格式，让您的预约网页显示内容更完整。透过清楚且有架构的描述您的服务，帮助客户更了解您的服务，提高预约率。

使用此功能，您可以选用专业的显示格式，帮助您聪明的组织您的服务说明，同时您也可以调整字体、颜色等，此预约网页更专业。而此功能不仅可用于服务项目说明，还适用于服务供应者、课程、分店管理、服务项目分类、会员资格、礼品卡、商品等。

由于此功能是必备的功能，因此我们决定开放客户免费使用。

如果您需要更弹性的定制预约网页的显示外观，我们建议您使用 CSS 设计定制功能。

当客户完成预约后，引导客户回到首页或是任何您指定的网页连结。
当预约完成时，您可以设置立即跳转网页，或是显示预计跳转的网页连结网址。您可以选择将客户引导至首页或是浏览其他服务的网页说明，吸引客户预约或购买更多服务。

您可以用此定制功能，制作一个“感谢预约”网页，向客户表达您的谢意。另外，您也可用该网页显示更多关于服务项目的资讯，或是引导客户浏览您的公司政策。
此功能也能满足您的营销追踪需求，您可以计算有多少浏览者预约成功，进而成为主要客户。为追踪更多细节，您可以在该页面安装 Google 分析，或是其他搜集资讯的程式码。

Every business is unique, and the preferred Calendar layout varies with the company type. That is why we’ve added several calendar layouts (timelines) for you to choose from so that you can show your available times clearly and efficiently.

There are weekly timelines, or maybe you prefer to show your services in a daily layout, if you have many services, to prevent your schedule from looking overcrowded.

"Slots" timelines show available times in the intervals equal to your service duration. For example, if you have a one-hour massage session, the start times will be 9:00, 10:00 etc. The timetable starts counting from the first available time slot in the day, only available times show and unavailable slots are hidden. This option allows you to fill your company schedule "with no holes".
In case you need more flexibility, you can select one of the "flexible" timelines that show available time in the intervals equal to your timeframe duration. The timeframe is a time interval you choose as the system base period; it can be 30 mins or 15 mins for example if you want to allow your clients to book at 9:00, 9:15, 9:30, 9:45 etc.

The "Classes" timeline is perfect for companies that provide classes, lectures or sports activities with predefined schedules. In this case, the clients will see your weekly availability as a table with the scheduled classes names and times.

Calendar Layout may seem complicated at first as there are several from which you can choose. We encourage you to start by setting up your services and their schedules and then go to Design settings page and try different calendar layouts. You will be able to see how it looks, with the different layouts, in the live preview window below on the same page. Simply select the one which fits your particular case the best.

We have more than 15 theme templates available for your booking website and widgets. They are different in style: they can be formal, bright and festive, elegant, fashionable and stylish — choose whatever suits your business the best!

Each template has a set of predefined colour schemes plus the ability to customise colours. You can upload your logo, change the background and add photos of your services to make your booking website eye-catching and unique.

If you already have a business website, and want to use one of our widgets to insert the booking functionality, then that’s as easy as pie. The design settings will help you to customise the widget look and feel to match your brand and website.

Other possibilities to Customise design include adding a photo gallery, news, or any custom changes you may need with the Custom CSS feature.

“管理介面”报表是一个非常实用的工具，帮助您有效分析经营成效。透过查看公司内部的工作量安排，及其对应的服务内容和执行员工，您将能够以最有效的方式打理生意。像是：透过了解受客户欢迎的服务，让你知道需要更专注改善优化什么类型的服务项目

您也可以透过查看在线或是线下的预约总数差异，找到更多有趣的发现。如果您仍然透过电话的方式，接受大部分的预约，则表示在线预约网站具有极大的潜力，您需要进一步的设计改善，如：思考是否有于社群平台曝光、是否有建立 Google 我的商家，让您的客户知道也能透过在线完成预约？

您是否了解程式设计，并想追踪您的预约网页中的所有资讯？从客户造访次数来看，您的 Google Ads 广告的转化成效是否值得继续投资？如果是这种情况，那么 Google Tag Manager 是非常适合您的定制功能！

Google Tag Manager 可以让您追踪管理网站上的数据，并安装优化营销 JavaScript 在您的网站中。新增并更新 AdWords、Google 分析、Floodllight 和非 Google 标签等资讯，让 Google Tag Manager 分别为您管理追踪相关资讯。

如何操作？您可以安装我们的 Google Tag Manager 功能，然后在 Google Tag Manager 网站注册一组帐号。并按照收到的说明步骤操作，您将被授与造访多种管理标签功能的权限。

透过标签预约网站，并将 Google Tag Manager 与 Google 分析搭配使用，您能够搜集大量且有价值的数据，这将会有助于您开拓业务。
使用标签追踪：预约表单提交、产生网站热点图、再营销、或追踪流量来源，或是监测某一特定事件，例如：下载文件、点击某个连结或从购物车删除某个商品。

显然的是，尽管 GTM 是 Google 的产品，但它也不限于使用其他 Google 的服务标签，如：Google AdWords 或 Google 分析，您也可以使用它来管理许多不同的第三方标签，包含 Twitter、Bing Ads、Crazy Egg 和 Hotjar 等。如果 GTM 内没有相关的标签范本，您也可以自行新增定制程式码。

我们强烈推荐您 阅读 Google Tag Manager 文章获得更多相关资讯。

透过“访客统计数据”定制功能，您可以持续观察在线预约网站的受欢迎程度。为了获得更多的流量，您将需要透过建立高质量的内容，让客户在搜寻关键字时，将您的预约网页显示于较高的排名。或是您也可以在社群平台上与客户推广，改善预约网站的 SEO （搜寻引擎优化）。

访客统计数据，将会显示您的预约网站获得了多少流量，并帮您自动换算为“访客预约比例”。经营者要非常重视该比例，因为他代表着您的在线预约网站和服务项目是否吸引访客完成预约。其次，您也可以于报表中，追踪所有趋势，假如您新增了服务项目，或调整预约网页的版型，则您也可以透过“访客预约比例”等数据来观察成效。

要记得，预约网站给客户的第一印象是非常重要的，您需要新增高画质的图像，撰写完整的服务详述，或是提供合理的折扣，让造访预约网站的客户信赖，进而完成预约，并提升您的“访客预约比例”。
访客数据追踪虽是个很简单的功能，但却是非常有用的工具，如果您精通技术或营销，也能尝试使用我们串接的 Google 分析和 Google Adwords 定制功能，挖掘更深层的数据。

每日检查工作量，为每一天做好准备！可设置指定的时间，每日报表定制功能将会用简单易读的格式，像您发送当天所有预约的最新状态。

您还会收到下周的有效预约记录，在此定制功能设置中，您可以决定是否要发送包含今天新预约、已取消的预约，或是追踪即将到来的预约期间，例如：近 1、3、7、14、21、30 天内的预约，并设置通知时间。

With SimplyBook.me, you can easily add Sales tax to your services or products. You can choose whether to display the taxes charged on the booking page or only in the price totals on the checkout page.

You have the option to create alternative types of tax allocated to different services or products.

The Sales and Tax report allows you to see gross sales and paid taxes, total, and for each service separately.

想确保公司系统安全吗？使用“密码安全性设置”定制功能，您可以加强系统安全，防止可能的入侵！仅需要几个步骤，您就可以要求有权限登入帐户的每个人，使用复杂度更高、更具备安全性的密码，进而提升系统安全！

您可以设置密码的长度以及允许使用的符号，以及尝试登入失败的规范。如果您希望所有使用者及客户，都需要登入来完成预约，并且按照此规范来设置密码，则您可以搭配使用“客户登入权限”定制功能来达到。

我们非常重视资料安全性，因此，除了此功能外，我也也提供 Google 两步骤验证。我们还有其他几种安全性功能，用于资料储存以及处理客户数据。您可以阅读以下数据保护工具列表：请点击此处查看。

您是否所属医疗产业或是在其相关的部门处理机敏客户资讯呢？HIPAA 病患资料保护定制功能，将透过增强资料安全性及登入权限保障资料安全，此功能在设计时，也是由保护患者数据机密性为出发考量。而该功能不能取代内部的安全功能来储存客户造访数据，反之，则是加强了登入的造访网页的安全性程序。

增强的安全性设置包含：两步骤验证、SSL 连线、用户逾时联系，同时也会阻挡 SimplyBook.me 支援人员透过管理模式为您检查相关设置（若有必要）。

此功能可以与我们其他安全性相关的功能，如：清除预约纪录，搭配使用，若您使用后，系统将会删除所有相关数据，使其对应之被删除的使用者无法登入。

若要在更安全的资安保护环境下操作，您应该激活此功能，并按照下列步骤验证您的管理员电话号码，操作步骤请点我 即可至我们的教学中心查看。

请注意，此定制功能不会取代 SimplyBook.me 用户数据安全保护，若您要保障客户及病患的资讯，请务必激活此定制功能。请参考您所在的国家＆地区之相关文件，并在客户＆病患保护数据领域中，找到合格的顾问安排谘询。

确保连线安全是网页最重要的基础。使用 SSL 加密，确保预约网页的数据受到符合规范的保护，提升浏览网页支安全性。

我们非常重视用户的数据安全，因此我们免费开放所有客户使用此功能及其他安全性相关之功能（两步骤验证、清除预约记录、取消政策）。SSL 加密功能非常简单，您不需要额外设置，只需要激活即可保护所有客户端与服务器的连线。

使用 SSL 加密也可以帮助您吸引更多的造访者，因为在 Google 搜寻中，Google 将不会列出任何没有 SSL 加密的网页，立即激活吧！

您是否在意在线资讯安全？使用 Google 授权两步骤验证功能，轻松保障您的帐户安全。在登入帐号时，若没有通过两步骤验证，是几乎不可能成功登入至您的网页。在输入密码后，系统会要求您输入 Google 认证或第三方应用程式中的 6 位数数字登入验证码。

最近，随着新的资讯安全标准，如：欧盟的 GDPR，以及其他世界各地的资安标准，所有的网路资讯安全规范提升许多。确定登入系统的安全性已是业界不可或缺的基本功能，因此所有客户都能免费使用此功能。

具体的操作方式为：您可以至 Google Play 或 App Store 下载 Google Authenticator 应用程式，然后扫描 QR code 将其连接至 SimplyBook.me 帐户中！看吧，您可以更安全的登入使用 SimplyBook.me！所有的用户，无论是管理者或是初级员工，都能使用此功能，以确保帐户登入的权限及安全性。点击这里查看如何设置 Google 两步骤验证的操作细节。

如果您希望能更加稳固主顾双方权益，您也可激活此定制功能，来建立管理公司与客户间的隐私权条款＆条约。
当客户在预约时，会显示您新增的条约内容，而客户需要勾选同意才能完成预约。

近期，在全世界的资料数据储存及安全性的要求日益提升，这也是为什么建立并管理公司与客户间的隐私权条款＆条约是非常重要的事情之一

我们同时有支援客户的法律安全性，例如免费提供下列功能：两步骤验证、历史纪录清除、SSL 串接和取消政策，让客户能够选用

In order to be transparent with your users and show compliance with privacy laws, you might need to set up and provide a Privacy Policy. This legal document usually covers how you process personal data, protecting the rights of your users and security measures you have in place.

With this feature, you can display your privacy terms by making them available via a link for your clients to read and accept with the consent checkbox.

Go on our Help Centre to see the instructions on how to use this custom feature.

Disclaimer: This is not legal advice and you must obtain professional legal advice on the wording you should use for this legal agreement.

您是否厌倦了客户总是在最后一刻无预警取消预约？您是否因为客户预约未到导致损失收入？立即使用“取消预约”定制功能，帮助您限制客户的取消预约时间！例如：将取消预约时间设置为“服务开始前的 x 天或 x 分钟”。您甚至能禁止客户取消预约，或是当客户想要取消时，了解取消预约的原因，并将其设为强制性。

对于客户来说，他们将会在预约网页中看到“查阅取消政策”的选项，而在预约完成前，客户需确认勾选已阅读过取消政策，才可完成预约。若客户在预约后想要取消时，系统会跳出通知，根据您的设置告知客户目前无法取消预约。

全球最新的数据处理规范要求公司在客户购买或预约时，能先查看相关的公司规范或政策并取得客户同意。因此，我们免费开放此功能，让所有客户都能打造更完善的在线预约环境。

您可以使用删除预约记录定制功能，确保您的资料数据安全无虞。您可以固定将预约资讯下载到其他地方妥善保管，确保预约系统不会储存所有您的客户资讯。妥善保存资料，也是经营的一门学问！

您可以自订何时删除旧的预约资讯，系统将会按照您的设置来删除较旧的预约记录。请谨慎使用，因为我们无法为您复原所有被删除的预约资讯！若您没有停止使用，则系统将会自动为您删除旧的预约资讯。另外也请注意，若您有使用优惠券＆礼品卡、会员资格等定制功能，则暂时无法搭配此功能一起使用。

我们非常重视客户资料安全，这就是为什么我们开放所有客户免费使用相关功能。

* 像是：Google 两步骤验证、SSL 加密、条款＆隐私权及取消政策定制功能。

您从事医疗产业吗？若是，则 SOAP 定制功能非常适合您！具有数据加密的 SOAP 定制功能，将透过四个文本字段，帮助您保存具备时间戳记的客户数据。由于 SOAP 注释是医学专业人员经常使用的一种档案格式，用于记录患者资讯，因此他们需要更精密的数据保存，并附加于客户记录中。

我们非常重视客户的资料安全，并且我们知道所有的医疗资讯都是非常重要的。因此，我们额外增加了加密层来保护您的或者资讯。SOAP 定制功能现已通过 RSA 4096 编码形式加强加密，意味者没有人可以获取加密的数据，即使有人登入您的 SimplyBook.me 系统，除非他们拥有密钥，否则他们将无法浏览数据内容。该密钥可以保存于 USB 随身碟或电脑文件夹中，密钥永远不会储存于 SimplyBook.me 服务器内。您只需要确保您的装置受到良好的保护，就可以防止他人轻易浏览您的资料。当然，针对 USD 装置，您也可以使用加密的方式，加强资料保护。

想了解如何使用 SOAP 定制功能 请点击此想了解如何设置加密 请点击此。

主述、观察、评估、计划

透过在线＆现场付款管理，简化您的工作杂项。透过我们简单易用的 POS 系统定制功能，您可以接受现金、信用卡＆现金卡以及礼品卡等多种方式收款。
例如：您的客户在线预约了一项服务并且付款，您可以找到该笔预约资料并确认付款资讯。对于直接到店消费的客户，您可以直接在 POS 系统中建立预约，并且记录收款细节。

您可以将 SimplyBook.me POS 系统与您的读卡设备、收银机或收据列印机一起搭配使用，以为客户提供更专业的收款体验。您可以从任何的收款供应商中选择相关的硬体设备。

POS 系统针对 iPad、三星平板电脑及所有的行动装置进行优化，当然，也能够直接透过笔记型电脑＆桌电使用！

查看下列关于 POS 系统所支援的项目清单：

• 接受付款：现金、信用卡＆现金卡、礼品卡或是稍后付款
• 管理预约：在线或到店消费的客户预约管理
• 针对到店客户，于现场直接新增预约购买记录
• 销售商品、加值服务、会员资格或礼品卡
• 结帐时，套用优惠券
• 连接到扫描硬体设备，并扫描商品条码

在主管里页面中，将有一系列有用的工具协助您分析 POS 系统内的销售业绩，您可以至：详细报表、销售报表及客户报告查看。

If you are selling services and products, this feature is a must-have.
It allows you to collect payments upfront, upon booking, so you and your client don’t have to worry about payment after the service is over. Incurring payments beforehand has been proven to reduce no-shows significantly.

You can accept payments via popular online payment processors such as Stripe, PayPal, and Square. Look at our full list of payment providers.
Even if you only accept offline payments such as cash or wire transfers, adding prices to your services allows you to better keep track of your business. You can monitor your most profitable services, analyse your company’s productivity and play with other interesting KPIs.

Accept payment feature is also important if you want to use other custom features to enhance your business such as organise sales campaigns, sell gift cards and memberships, offer your clients to purchase related products upon bookings and more. Please check our tutorial here on how to set it up.

您是否希望有更多潜在客户透过 Google 搜寻到您？拥有完整的 Google 商家资讯，将有助于您的店家获得排名更高的 Google 搜寻结果！SimplyBook.me 和 Google 我的商家的整合，您可以直接在 SimplyBook.me 后台导入相关资讯，如：联系方式、工作时间，最重要的是，您的预约连结将会自动显示于 Google 我的商家中，引导客户完成在线预约。

您能够透过 Google 搜寻、Google 助理和 Google 地图的显示结果，吸引更多潜在客户，这将大幅提升您的预约网页造访者流量。透过 Google 地图中显示的精确营业位置，您的客户也可能快速找到路线抵达您的店家。

您的预约网页与 Google 我的商家整合是完全自动化的，您只需要检查并确认系统建议即可，具体说明请您参考此篇操作指南。

不要犹豫，让 Google 成为您其中一个营销曝光管道吧！

使用服务项目分类，让客户的在线预约流程更顺畅！

透过将服务项目分类，您可以帮助客户更简单的找到他们想要预约的内容。例如：您提供的是全分位的美发美甲服务，在这种情况下，将发型设计师与美甲设计师提供的服务分类，是非常有帮助的！最重要的是，您可以为每个服务项目分类加入图片和文字说明。

若您需要更有组织的显示您的服务内容，则服务项目分类就是不可缺少的功能。若您还希望透过分群的方式，将员工分门别类，则您可以使用分店管理功能（如果员工在同个地点工作，只需要设置相同地址即可）。

The most popular payment providers that SimplyBook.me integrates with are PayPal and Stripe, both of them operate worldwide. However, if you prefer another payment provider, which is popular in your home country, take a look at the payment providers that we do have integrated. Likely, it’s already on the list.

When accepting bookings online with SimplyBook.me you can also accept payments using some of the most popular payment systems such as Alipay, Asiapay (PayDollar, PesoPay, SiamPay), Authorize, Bitcoins, Borgun.is, CCAvenue, Dwolla, ECPay, GoCoin, Korta.is, Liqpay, Mollie, Pagar.me, Payfast, Payfort, Paymentwall, PayPal, PaySafeCard, PayTabs, PayU(Latin America), Pin Payments, Robokassa, Skrill, Square, Stripe, Swish, TapPay, 2Checkout, Virtual Card Services, Worldpay and Zooz.

Please contact us if your preferred payment partner is not listed here. Our goal is to enable all our global clients to receive online payments for their services via our system.

Receiving online payments during the booking process is super efficient, but only if you make sure that your accounting stays on track. Simplify your life and let the system automatically generate orders and invoices. All related details for you and your customers are included, as any paid service and membership/gift card/package purchase will be recorded accurately. The information can be accessed in the payment transactions report and sent to customers via email if needed.

There are various ways to accept payments within the SimplyBook.me system, including several popular online payment systems such as PayPal, Stripe, Zooz and many more. The invoicing feature also supports cash, wire transfers and other offline payment methods.

All invoices are easy to view and manage in the Payments report. We also have other specific reports to help you to analyse your company’s efficiency.

The Invoicing feature can help you to keep track of all your financial activity. You can sell useful related add-ons alongside your services. For example, aroma oil and candles can be a good addition to relaxing massage, and a prescribed nourishing cream is an ideal addition to facial treatment procedures, etc.
You can also strengthen your business by launching a loyalty program and selling Memberships and Gift cards. The Invoice feature supports these options and is easy to manage with the system controls.

All booking related activity in the system has related notifications. You can adjust the content as you wish and define which of them the system should send to clients, service providers or both.

In the booking confirmation, you can add text about relevant service details, specify any preparatory measures, and any additional information required by the client or the service provider. Reminder notifications will help your employees and clients to remember the appointments and may significantly reduce no-shows. Cancellation and Rescheduling notifications will inform both the client and the provider about any changes to the appointment. If you are the sole provider for your business, provider notifications will simply go to your general company email.

Email notifications are the default notification format, and all SimplyBook.me plans include these notifications. For an additional charge, you can also send SMS reminders. These are priced additionally, at a fair cost, because every text message is chargeable through the SMS gateway. Please see the pricing page for information about SMS credits packages.
We also include all browser notifications in all SimplyBook.me plans. Additionally, if you are using the admin app, both confirmation and reminder push notifications work there too.

You can edit all notification templates. You can add template variables there such as [client], [date_list] and more to provide your clients and team with all the necessary information.

If you need to send custom notifications for a specific service or provider, it is also possible with Flexible notifications feature.

您是否想要节省营运成本，并使用您的公司电话号码做为 SMS 短信提醒通知的发讯人？激活 SMS 短信匣道定制功能，您可以选用发送短信的供应商，与直接透过 SimplyBook.me 购买短信点数相比，大约可节省 20-30% 的成本。

以下为我们有整合的 SMS 短信匣道供应商：

• Twilio
• Nexmo
• BulkSMS

您将需要与 SMS 短信供应商进行简单的串接，请参考说明文件将 API 和密钥输入至 SMS 短信匣道定制功能中即可！ 请点击查看 ！请注意，当您使用 SMS 短信匣道定制功能时，您需要一些整合或是帐户设置的基础技术知识，SimplyBook.me 支援团队无法为您提供更深入的解答。

使用弹性通知定制功能，将可根据不同的服务项目或员工，定制提醒通知内容。

激活此定制功能后，您可以针对不同的服务项目、员工，或是特定的服务项目＋员工组合，设置不同的通知文案。员工可能需要针对不同的服务内容，为客户提供特定的说明。芭蕾舞或瑜伽老师可能会通知学生穿着指定服装，活动或课程举办者，可能会提醒参与者报到地点和时间。

当然也能新增不同的定制文案内容，您可以重新在通知中加入其他资讯，也可以在取消预约电邮中增加公司的取消政策资讯，让客户预约后充分了解您的公司规范。

弹性通知定制功能，为您提供灵活的弹性，让您定制所有通知文案，帮助客户更了解您的服务内容及品牌风格！

透过使用“立即预约通知“定制功能，您可以自动提醒您的客户再次预约您的服务，可能是每年两次的牙齿检查、身体检查，或是提醒顾客回访修剪造型、更换美甲样式等。

发送立即预约通知将帮助您提升业绩：

• 固定与新客户联系，将新客户转换成常客
• 若您有提供定期的服务内容，则可以帮助您增加客户销售量，如：美容美发经营者，可以每四周提醒客户回访（而非每六周），来帮助您提升年度营业额。
• 提醒通知可以避免客户忘记您的联络方式
• 我们都需要提醒通知，帮助自己记住生活中所发生的任何小事物。

您可以使用立即预约提醒通知，定义其在客户完成服务后的 x 天内发送，当然您也可以定制通知的文案内容，以便客户收到讯息时能感受到您的热情与活力。

您希望透过预约系统或是公司的电邮发送邮件提醒通知吗？

使用 SMTP 电邮定制功能，所有的电邮（包含确认预约、预约通知提醒等），将会透过您指定的 SMTP 服务器发送。您公司的电邮信箱将会被设置为寄件人，若您想透过 Gmail 帐户发送也可以进一步设置。
SMTP 服务器有多种选择。有些是免费但只供小批量名单使用，也下为一些案例：

• sendgrid.com
• mailjet.com
• authsmtp.com

若想了解更多资讯请点击此处查看文章内容。

想了解如何设置 SMTP 服务器资料 请点击这边查看我们教学中心的介绍。

您是否有其他网站或是应用程式做为主要对外曝光的管道，但又无法不使用 SimplyBook.me，因为我们提供出色的预约功能呢？

SimplyBook.me API 为您提供了非常灵活且清晰直观的操作介面，满足您所有的需求。您可以设计理想的讲绝方案，像是：简单的预约外挂、或多功能的应用程式。
我们的 API 可以让您取得所有预约相关资讯，以帮助客户架设＆部属预约网站，进而打造不分日夜全天候皆开放的预约平台。此外，您也可以使用其他定制功能，来加强客户预约体验。请 点击此处查看更完整的功能列表。

虽然 API 串接需要程式基础，但是我们的也有整理文件，帮助您更容易上手，欢迎点击这边查看 API 指南。我们将引导您完成最基本的使用步骤。您甚至可以用我们的 API 资源管理器 即时使用我们的 API。 

请注意：API 功能无法与 HIPAA 定制功能同时使用。

您是否透过 Google 或 Outlook 日历管理排程？那么您可以试着将公司的预约排程与私人排程同步，并在您熟悉的介面中查看所有预约资讯，简化您的工作复杂度。所有来自客户的预约，都会列于您的个人日历中，并且您不用再担心客人会预约到您的私人排程时间。

您也可以为员工设置日历同步。他们将会在有网路的情况下，于各种装置的日历应用程式中收到预约提醒通知

日历同步是双向的，这表示您的个人日历中的所有既定排程事项，系统都会按照时间阻挡客户预约同一个时段，避免冲突预约。而当客人预约后，也会于个人日历出现，因此您可以在个人日历中，直接查看：个人排程时间、客人的预约或是自己的休息时间

Do you already use web Outlook calendar to schedule your time? Then you can simplify your life by synchronizing your company SimplyBook bookings with your current calendar and get all appointments in your familiar interface. All bookings will be listed in your personal calendar and you will never double book your time again.

You can also use Calendar Sync for your employees. They’ll receive notifications about upcoming bookings in their web calendar at any device.

Calendar Sync is a 2-way synchronization, this means that all events from your provider’s personal calendar will be blocked and unable to be booked on admin calendar. Booked slots will be visible in the provider’s personal calendar and it is possible to distinguish web-calendar’s bookings from time off due to days-off or break times. Check our tutorial to see how to set up the Calendar sync custom feature here.

您是否精通技术并希望改善您的经营效率呢？
使用 Google 分析＆Google Ads 定制功能，并从这两个营销工具整合中，挖掘更多数据，分析经营成效！

使用 Google 分析，您可以查看每天有多少人造访您的预约网页，这些人花费多少时间在浏览网页。您可以使用 Google 分析来追踪客户转换，并查看客户是透过搜寻什么关键字找到您的预约网站！了解这些数据有助于帮助您改善并调整 SEO 经营策略，当然还有更多的营业数据等着您发掘！

Google Ads 是非常有效的广告平台，可用于发布各种类型的广告格式，如：产品广告、服务列表广告、影片广告等。使用 Google Ads 分析计算每个 AdWords 的点击及实际的预约组数，估算广告成效！要了解更多有关提升收入的资讯，请阅读此篇文章获得更多资讯！

若要使用 Google 分析或 Google Ads 功能，您需要至 Google 注册帐户，并且在 SimplyBook.me 管理介面输入相关的序号！您可以点击此处到我们的教学页面找到更多说明！

此功能帮助您充分掌握营销经营数据！

您的客户来自世界各定吗？将 Google 翻译按钮加入于预约网页中，允许客户选择他们的母语浏览预约网页，并完成在线预约。

当然，在一开始您会选用最多客户的惯用母语做为预约网页的主要语系，但是，为符合更多客户期望，您也可以使用 Google 翻译功能，允许客户在一百多种语言中，挑选他们适合的语系浏览预约网站。

想了解如何设置即操作，请查看此篇文章的说明介绍。

Use Gruveo as a super-efficient method for fully anonymous phone or video appointments.

According to Gruveo.com, their video appointments are encrypted over SSL. Wherever possible, they also use peer-to-peer technology where the data flows directly between the participants' devices.

How does it work? When clients book a meeting with you, they receive an email with a hash link to a Gruevo online meeting and upon clicking they will connect to a secure "meeting room".

Use of the SimplyBook.me Gruevo integration is much better than inviting all participants in chat or email because you’re also getting all the benefits of the booking system. Service providers and meeting participants will get email and SMS reminder notifications that can significantly reduce no-shows and meetings delays. All your bookings will be gathered in the Admin calendar and in the Booking details report, so you can quickly see and manage everything that is going on in your business. Workload graphs, sales, payments, taxes and other reports will help you to manage your business.

SimplyBook.me is currently working hard to implement integrations with many popular video meeting systems such as Zoom and Microsoft 365/Teams. Subscribe to our news to keep in touch.

Zapier 自动化串连定制功能，可以帮助您更弹性的使用 SimplyBook.me 来整合第三方服务。具体的操作方式为：您可以在 Zapier 中找到 SimplyBook.me 整合的程式，并且设置在 SimplyBook.me 系统中发生某个动作时，Zapier 需如何应对并触发第三方软体。

当客户预约完成或修改预约时，您可以使用 Zapier 完成数百种触发，像是：

• 透过 MailChimp 发送电邮
• 在 Google Sheet 中的相关表单新增一笔资讯
• 在网路日历新增资料
• 透过 Slack 或其他应用程式传送讯息提醒

若在 SimplyBook.me 新增客户，您还可以触发下列程式如：Infusionsoft、Google 联络、ActiveCampaign、Zoho、SalesForce、AWeber、Constant Contact、SendPulse、Office 365等，并新增新的联络人资讯。

想了解更多关于 Zapier 的整合 请点击此处查看。

想了解具体串连方式 请点击此！若有任何问题，欢迎随时与我们联系！

亚洲是你主要的经营市场吗？SimplyBook.me 帮你整合亚洲最受欢迎的通讯软体 LINE，让你的客户可以透过 LINE 完成在线预约！

无论你是否有官网或是预约网站来管理在线预约，整合 LINE 预约小程序绝对是个更聪明的方式引导客户完成预约！

客户只要开启 LINE，就能全天候不分日夜，按照 LINE 预约小程序的步骤，轻松完成预约，你再也不需要多余的人力，只要有 LINE 预约小程序，就能帮助你管理所有客户的预约！

With the iOS and Android admin apps you can manage your day-to-day activities on the go. The app is very simple and easy to manage and gives you access to the basic most used daily function. It does not include all settings possibilities, so for setting up the system you will need to go on the mobile version of SimplyBook.me or even better on your desktop.

What the admin app offers is the following:

• Get a push notifications when you receive a new booking, booking change or cancellation.
• Add new clients and bookings on the go.
• Each member of your team can have role-appropriate access and can download the right app for their mobile. They will log in with the same details as they use for the desktop admin user interface.

Click here to see how to download and use the Admin App.

Here are the links to the iOS and Android apps.

所有 SimplyBook.me 付费用户皆可使用 客户端 App 功能，开放消费者直接透过 App 完成在线预约。若您是 SimplyBook.me 专业版用户，则可以自订企业 Logo 和品牌视觉呈现。我们使用渐进式架构来打造 App，您的客户只需要开启浏览器，造访贵司预约网页，系统将会自动显示下载安装提示，借此邀请客户将预约 App 下载至手机中！无需到 App 商店即可完成安装！

操作直觉，简单易用！您的客户可以透过 App 完成：

• 线上预约、重新预约排程或是取消预约
• 查看近期预约、预约历史资讯及预约收据
• 查看会员资格、储值卡＆专属优惠序号
• 取得 QR Code 签到单据
• 查看公司基本资讯
• 查看公司联络资讯：电话号码、电子信箱、地址＆地图
• 收到预约成功、预约提醒的系统推播通知 （仅限 Android 系统）
• 编辑个人资讯

请注意：

• 需搭配“顾客登入权限”客制功能使用，客户需透过该功能来登入 App 做为识别
• iOS 装置 (iPhone & iPad) 使用者，需透过 Safari 浏览器开启预约连结，才会出现引导下载画面，其他浏览器不支援下载 App 功能。
• 因原生系统限制，iOS 装置使用者将无法收到推播通知

关于更多客户端 App 简介，您可以 点击查阅此篇文章。

Enable your clients to book and attend video meetings directly from your SimplyBook.me booking website.

With the Online Video Meetings custom feature you can now offer video meetings right from your booking website. This is how it works:

• You sign up with Microsoft 365/Teams and download their software (it’s free for now).
• You activate the "Online Video Meeting" custom feature and then you can start offering your clients to book video meetings with you.
• The client will "attend" the video meeting directly on your booking website but you will host the meeting via the Microsoft 365/Teams platform.

This native integration works very smoothly and you can set it up within a few minutes. Please click here to read how exactly to set it up.

This custom feature allows to setup Single Sign-On process for you as the system admin and your account users thus enabling login to SimplyBook.me system from MS Azure applications panel. You can create users in MS Azure within the desired access level groups and the corresponding user types will be added in your SimplyBook.me system on the first login.

Be attentive to add all the settings correctly following this tutorial from our Help center

With the Client Field custom feature you can collect information about your clients the first time they book your services by asking them multiple questions. This feature works with Client Login, so the first time your client is signing up to book your services, they can be asked different types of questions and the answers will remain attached to the client and not their booking.

This custom feature is great if you want to know more about your client like for example their birthday, their insurance or ID number. The options are endless and this is your chance to get to know your customers better.

Answers to those questions can be added to email notification and they can also be exported to excel if needed via client report.

Please click here to read how exactly to set it up.

Send your clients and staff professional looking emails with your own customisable branding, links and buttons. This custom feature gives you access to our HTML editor where you can easily drag and drop various content blocks, add images, text, contact details, etc.

You can also choose from a range of professional looking email templates ready for you to use.

By adding Google Meet links to your bookings, your clients will receive an invite to a Google event within their booking confirmation. There they can accept it and add the meeting to their personal calendar. When the meeting is due, both you and the client can attend via the Google Link provided, whether it’s an audio or video meeting.

The "File Uploader - Google Drive" custom feature allows you to collect files, documents or images, from your clients upon booking or when your clients sign up with you via either the intake form or client fields features. The files can be up to 5MB in size and are saved to your Google Drive.

If you collect these documents as part of the booking intake form, you will be able to see and download the files from the booking pop-up on the calendar page. Alternatively, you can access these files from Manage/Clients/Edit client record if you gather this information in the signup process as a client field.

The Loyalty system will allow you to strengthen the relationship with your clients! The way it works is that your clients will earn specific amounts of points with each purchased service. They can then redeem those points for a gift card with your business which they can in turn use to purchase your services.

You can also allocate some extra loyalty points to your favourite client, and your clients can log in at all times to see the status of their accumulated points. See the video here to see how it works.

The 'Tips' custom feature is a convenient tool that allows clients to offer tips during the booking process or at the point of checkout.

When activated, the 'Tips' feature can be set up in two ways:

• Tips Upon Booking: This option is ideal for clients who are familiar with the service provider and typically give tips. It allows clients to add a tip during the booking process itself.
• Tips Upon Checkout: This option enables the tips feature when the client checks out, either by clicking on a payment link or scanning a QR code on place after receiving the service.
• Tips Upon Booking and Upon Checkout on place.

Send automated booking confirmations, reminders, and updates directly to your clients' WhatsApp, ensuring they stay informed and never miss an appointment. WhatsApp Notifications are enabled by default, and you can choose which messages to send through WhatsApp in your settings.

To use this feature, simply purchase WhatsApp credits under Plans & Prices > Additional Items in your SimplyBook.me admin panel. Once credits are added, your selected notifications will be delivered seamlessly via WhatsApp, providing a convenient and direct communication channel for your clients.