Booknetic - Wordpress Appointment Booking system
Introduction of the Booknetic SaaS
Hi there! In this article, we will explain to you the installation and configuration as well as the functions and features of the SaaS version of the Booknetic plugin.
Let's start with the installation of the plugin. Installation and use of the plugin is as simplified as possible. All you have to do is to select the required plugin file and upload it to the website. The rest will be done automatically by WordPress.
When the plugin installation process is complete, click the Activate button.
You will see the Booknetic in the menu. Head over to the menu. After clicking this menu, the activation page of the Booknetic will be displayed.
You will see a page requiring the purchase code from us. You copy the purchase code from Envato market and paste it here (How to get your purchase code?).
In the other input, you need to select where you heard about the plugin. You enter your email address and click the INSTALL button.
Loading will take a short time. Once the loading is complete, the system will be fully available to you.
You will be automatically redirected to the Super-admin panel of the SaaS version.
As you can see, the Super admin panel, like the Booknetic dashboard, is a dedicated panel separated from the Wordpress menu. Other WordPress menus will not interrupt you to easily manage your business from this panel.
Now let's look at the necessary configurations for the plugin to work. First, you need to create the 3 Wordpress Pages that Tenants need to register and use your system.
1. Sign In page
2. Sign Up page
3. Booking page
When you create each one, you can add and save the appropriate shortcodes using the prepared Booknetic blocks in your Editor.
Then we go to the Booknetic SaaS panel. In General Settings, we select and save the Sign-in page, Sign-up page, and Booking page respectively.
We have completed the basic configuration. Now, we can see how the pages we added to our site will look like.
Now, let's take a look at the Booknetic SaaS Super-admin panel. When you go to the panel, the first thing you will see is the Dashboard module. This module shows brief statistics about the system. Total number of registered Tenants, Total number of booked appointments, Income of the month, and Income of the previous month.
The next module is the Tenants module. Here you can see a list of registered tenants, easily find the required tenant using extensive filters and make changes to them, delete them or add a new tenant.
The process of adding a new tenant through the admin panel is very convenient. You can simply fill in the basic information about Tenant, select the Plan you want to give it and save it.
The next module is the Payments module, where you can control the payments made by Tenants. Here, you can easily find the specific payment using a wide range of filters.
The next module is the Plans module. Here you can create required plans using a wide range of functionality and configuration options.
Click the Add Plan button to create a new plan.
The first stage is the Details stage, where we have the opportunity to name the Plan, choose the appropriate color, set a monthly and annual price, add a discount for the first month or the first year. If we don't want the plan to appear for Tenants, we can hide it. If you want to allow customers who have received this plan to remove branding, you can also adjust it here.
The next step is to select the modules and functions that are allowed to be used by the tenants who will receive this plan. All the modules and functions included in the Booknetic system are here, and you can activate the modules in the necessary plans.
In the last step, you can set limits. For example, how many Locations, Staff, Services can be added by Tenants. How many SMS, emails, WhatsApp messages can be sent during the month.
The next module is the Notifications module, where you can send email notifications to the registered tenants. Currently, 5 types of notification are available:
- Confirm sign-up, which tenants will receive this email to confirm their email addresses in the first stage of registration.
- Sign-up completed: Tenants will receive this notification via email when registration is complete...
- Subscribed: Tenants will receive this notification when they subscribe to any plan.
- Unsubscribed. Tenants will receive this notification when they unsubscribe from any plan.
- Payment received. Tenants will receive this notification when they make monthly or annual payments.
You can configure all these notifications as you want using the available Short tags. You can turn off notifications that you don't need.
The next module is the Settings module. Here you will see 4 main menus:
Let's take a look at each one.
Here you can do other configurations along with the Pages we just selected. For example, you can change the start number of the appointments, change the text of the Powered by sign, activate the Google Maps API, and also activate the Google Recaptcha in the booking page to prevent spam bookings.
This main menu consists of 2 submenus: General Payment Settings and Payment methods.
In the general payment settings, you can configure the currency and pricing format. In the payment methods, you can configure the payment methods that the tenants will use to subscribe. There are currently 2 types of payment methods, Stripe, and PayPal. You can activate any payment method. You can change the order of payment methods.
How to activate Stripe payment gateway?
How to activate the Paypal payment gateway?
Here you need to fill in the SMTP information so that the tenants can receive the necessary notifications. There are two types of email gateways, SMTP and WordPress mail.
Here you can integrate services such as Google calendar, SMS, WhatsApp, Zoom. You can also add the Continue with Facebook and Continue with Google buttons to the booking panel from these settings.
Tenants can take their booking URL by entering the Share Your Booking Page menu, send it via email, or copy the required HTML code from here to embed it to your website.
The tenant can check his payments on the Billing page and upgrade his plans.
After clicking the Upgrade Plan button, he will see the plans we added to the Super Admin panel.
After selecting the plan, the tenant will be directed to the payment page to choose one of the payment methods you have activated.
Upon completion of payment, it will be automatically returned to the Billing page. The tenant can see information about the Subscription, the date of the next payment, and the tenant can opt-out of the automatic payment as Unsubscribe. During each transaction, the tenant will be provided with appropriate email notifications.
The tenant will benefit from the system following the allowed modules and limits of the chosen plan.
These modules are all modules in the Booknetic program. All your tenants will be able to use these modules individually. Tenants can add Services, Location, Staff, create their own custom forms through the form builder, change the design of the booking panel with the Appearance module, use Paypal, Stripe, Local payment methods, Email, SMS, Whatsapp notifications, Coupons, Invoice to create a full booking system. They will also be able to automate their online meetings through Zoom integration. In short, they will be able to take full advantage of Booknetic.