Create Project wise profile URL on You Can Book Me Site

• Login to You Can Book Me site by using user credentials
• Create Project wise profile URL on the site
• There is option “Create new booking profile” (see the bottom) on the Dashboard.
• Click on “Create new booking profile”. New profile gets created. We have to manage newly created profile.

           

• Click on the “Offline” label to change it from red to green color “online” label on newly created profile. (see right hand side corner in window)

• To edit the newly created profile click on “edit profile” button located at left hand side see the below screen.

• After click on “edit profile” button we can see the following tabs for setting the Appointment Calendar:

1. Basic tab
2. Time tab
3. Advanced tab
4. Booking form tab
5. Services
6. Teams
7. Afterwards

1. Basic tab

• This tab contains subtabs as follows:
• Linked Calendar: (see the screen and follow the steps)

                     Follow steps:

1. Click on ‘change’ button located in front of the label linked Calendar
2. Select the check box “LaGesse Auctions” Calendar from the list of calendars
3. Click on “done” button on top
4. Click on “Save” button located at right hand corner.

• Booking Link
• Give here booking link means our Project Booking Url
• Syntax :  ProjectName+.youcanbook.me?
• Example : ProjectName.youcanbook.me?
• LIKE Examples: see the below links, Project name displayed in bold letters after that attach ‘. youcanbook.me?’
• https://LewisvilleTestProject1.youcanbook.me?
• https://Lewisvilletestpro34353.youcanbook.me?
• https://Lewieswillepro4545.youcanbook.me?
• Logo: Here we can upload our application logo
• Logo Url: Give logo url ( https://upload.youcanbook.me/v/ycbm/55f0cb32-3bed-420e-bb10-7d891c892cfa/images/csm_logo.png?type=mh250)  
• Title: Title on the Calendar (Give this Title-Compass Metering Solution)
• Text at the top of your booking grid: to display the message on the calendar
• Enter the following message
• Click on Anytime Below for Booking an Appointment to server your meter
• Please to select the day/time that best works for you.  
• Please make sure we have the best number to contact you.
• Click on “Save” button located at right hand corner.      

 

2. Time tab

• This tab used for time and duration between the appointment time slots.

3. Advanced tab

• Used for advanced setting on the calendar (Please see the screen)

4. Booking form tab: (Below 2 screens)

• This is the booking form. We can make changes as per the requirement.
• Here we can add text boxes, Questions, Phone numbers according to country, for this there is a button “add a question” located at bottom.
• See the screen below(sample). See the following steps

See below details information about creation of booking form on YCB me site as follows:

• Create Booking Form on You Can Book Me site

Follow the steps:

1. After login to You Can Book Me site click on the “edit profile” button on the particular project profile.
2. Select “booking form” Tab and start to create Booking Form. See the screen

• You can create your booking form as per the requirement.
• Follow the process below
• Add text box: Booking
• Click on “add a question” button.
• Following screen displayed on the screen.

• Follow steps:

1. Select “Start Time” from the type Drop Down List.
2. Enter text “Booking :” in “text before” text box.
3. Click on “Save” button.

• Add text box: AID

1. Click on “add a question” button. (See the screen)

• Follow the steps:

1. Select “simple one-line question” option from the type Drop Down List
2. Enter the text “AID : “ in the text before text box.
3. Check the check box “this is a required field”.
4. Enter the value “AID” in the shorthand code text box.
5. Click on “Save” button.

• Add text box: ACCOUNT

1. Click on “add a question” button. (See the screen)

• Follow the steps:

1. Select “simple one-line question” option from the type Drop Down List
2. Enter the text “ACCOUNT : “ in the text before text box.
3. Check the check box “this is a required field”.
4. Enter the value “ACCOUNT” in the shorthand code text box.
5. Click on “Save” button.

• Add next text box: First Name
• Follow Steps:

1. Again click on “add a question” button. (See the screen)

• Follow steps:

1. Select “simple one-line question” option from the type Drop Down List
2. Enter the text “First Name : “ in the text before text box.
3. Check the check box “this is a required field”.
4. Enter the value “FNAME” in the shorthand code text box.
5. Click on “Save” button.

• Add next text box: Last Name

1. Again click on “add a question” button. (See the screen)

• Follow the steps:

1. Select “simple one-line question” option from the type Drop Down List
2. Enter the text “Last Name : “ in the text before text box.
3. Check the check box “this is a required field”.
4. Enter the value “LNAME” in the shorthand code text box.
5. Click on “Save” button.

• Add next text box: Email

1. Again click on “add a question” button. (See the screen)

• Follow the steps:

1. Select “Email address” option from the type Drop Down List
2. Enter the text “Email : “ in the text before text box.
3. Check the check box “this is a required field”.
4. Enter the value “EMAIL” in the shorthand code text box.
5. Click on “Save” button.

• Add next text box: Street

1. Again click on “add a question” button. (See the screen)

• Follow the steps:

1. Select “simple one-line question” option from the type Drop Down List
2. Enter the text “Street : “ in the text before text box.
3. Check the check box “this is a required field”.
4. Enter the value “STREET” in the shorthand code text box.
5. Click on “Save” button.

• Add next text box: City

1. Again click on “add a question” button. (See the screen)

• Follow the steps:

1. Select “simple one-line question” option from the type Drop Down List
2. Enter the text “City : “ in the text before text box.
3. Check the check box “this is a required field”.
4. Enter the value “CITY” in the shorthand code text box.
5. Click on “Save” button.

• Add next text box: State

1. Again click on “add a question” button. (See the screen)

• Follow the steps:

1. Select “simple one-line question” option from the type Drop Down List
2. Enter the text “State : “ in the text before text box.
3. Check the check box “this is a required field”.
4. Enter the value “STATE” in the shorthand code text box.
5. Click on “Save” button.

• Add next text box: Phone number

1. Again click on “add a question” button. (See the screen)

• Follow the steps:

1. Select “Phone number” option from the type Drop Down List
2. Enter the text “Please enter your phone number : “ in the text before text box.
3. Check the check box “North American number format (e.g. 123-456-7890)”.
4. Check the check box “this is a required field”.
5. Enter the value “PHONE” in the shorthand code text box.
6. Click on “Save” button.

You can see your booking form created using above process as below: (See below screens)

5. Services

• If we use any external service for booking

6. Teams

• If we can make team for calendar then use this

7. Afterwards tab:

• This setting is used for after booking the appointment if we want to set Email and SMS to the admin and user. Please see the screen:
• This setting is used for the user redirection to our website url.
• Here we have to make redirect url and enter it in the text box
• See the screen below:

• Screen contains Subtabs as follows:

1. Messages
2. Calendar event
3. Email to you
4. SMS to you
5. Email to user
6. SMS to user

1. Messages Subtab:

• Used for display message after booking appointment.
• There is one Drop Down List for ‘after the booking’.
• That contains two options
• Display message (not choose)

• Select “go to url” option
• Set the Redirect url to the web site here follow the steps:
• Select afterwards tab
• select messages subtab
• Select DDL” after the booking” and choose second option “go to url”
• Enter the following URL to redirect user to our web site page in the “url” text box.
• For Online: http://garrontprojects.com/Client/CMSTesting/Admin/Appointment/Success?AID={AID}&FName={FNAME}&LName={LNAME}&Date={START-FORMAT-yyyy-MM-dd }&Account={ACCOUNT}&Time={START-TIME}&Email={EMAIL}&City={CITY}&State={STATE}&Phone={PHONE}&Street={STREET}

See the screen

2. Calendar event

• Used for showing the calendar event

3. Email to you: - sending email.

• Check the checkbox “email alert to you”
• Enter the garron@garrontgroup.com in the text box “to email address” as                          

4. SMS to you: Not Used (Paid SMS)

5. SMS to use: Not used (Paid SMS)

6. Email to user: - sending email to the user.

• Follow the process:
• Check the check box “email confirmation to user”
• Enter message “Your Booking in the” subject” text box.
• Enter “garron@garrontgroup.com” in the “from address” text box.
• Click on Save button located at the right hand side corner

         

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