Setting up 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 from easily managing your business from this panel.
Now let's look at the necessary configurations for the plugin to work. First, you need to create the 4 WordPress Pages that Tenants need to register and use in your system.
1. Booking page - This page will be the source of all booking panels for all your tenants. This page cannot be reached separately and only can be accessed by entering the tenant booking panel.
2. Forgot password - Tenants will be able to use this page to reset their passwords.
3. Sign-in - This page can be used for access to the admin dashboard without using the default WordPress login page.
4. Sign-up - Tenants will register through your platform by using the Sign-up page.
When you create each one, you can add and save the appropriate shortcodes using the prepared Booknetic blocks in your Editor. Also, the shortcodes as follows:
Booking page - [booknetic]
Forgot password - [booknetic-saas-forgot-password]
Sign-in - [booknetic-saas-signin]
Sign-up - [booknetic-saas-signup]
Then we go to the Booknetic SaaS panel. In General Settings, we select and save the Sign-in page, Sign-up page, Booking page, and Forgot password pages 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 the 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. In the first stage, the Details stage appears, where we have the opportunity to name the Plan, choose the appropriate color, set a monthly and annual price, and 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.
The next step is to select the modules, features, and add-ons 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, and Services can be added by Tenants. How many SMS, Emails, WhatsApp, Telegram messages, and Webhook triggers can be sent during the month.
There is a built-in Custom Forms module in order for requesting additional information from your tenants while they register through your platform. Regardless of the Custom Forms add-on, this feature is the core feature of the Booknetic SaaS and does not require any add-on.
The next module is the Workflow module, where you do all automation processes, including the sending notifications.
Currently, 7 types of events are available:
- New tenant signed up: This event will happen when the tenant confirms their email addresses in the first stage of registration.
- Tenant sign-up completed: This event will happen when tenants' registration is complete.
- Tenant subscribed to a plan: This event will happen when tenants subscribe to any plan.
- Tenant unsubscribed to a plan. This event will happen when tenants unsubscribe from any plan.
- Tenant payment received. This event will happen when tenants make monthly or annual payments.
- Tenant forgot password: This event will happen when tenants perform a forgot password.
- Tenant password reset: This event will happen when tenants reset their passwords.
You can configure all these notifications as you want using the available shortcodes. Also, unnecessary events can be disabled through the Workflow module.
The next module is the Settings module. Here you will see various main menus:
- General settings
- White Label settings
- Customer Panel
- Payment settings
- Integrations settings
- Email settings
- Mailchimp settings
- WooCommerce settings
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, activate the Google Maps API, and enable the Google ReCAPTCHA on the booking page to prevent spam bookings. Also, you can select a Trial plan for your registered tenants. Thus, these tenants will automatically be assigned to the Plan which you have set as the Trial plan. You can also set the trial period for the trial plan. It is 30 days as default. When your tenants do not resubscribe their plan, they will be downgraded to the plan which you have set as an expiring plan.
In the SaaS version of Booknetic, you can enable the language switcher on the admin dashboards of your tenants. You can define languages that can be accessed on their dashboard. Tenants can easily change their Booknetic language without a problem. Also, tenants can change the language files as they wish. If they make any changes with the Visual Translator module, the language files will be created for tenants accordingly.
Activating the "Create a new wordpress user on new booking" option in the General settings will allow the user creation upon on the appointments.
White Label settings
The white-labeling feature will allow you to rebrand the plugin as you wish. Thus, you will be able to take full advantage of SaaS privileges. We would like to inform you that this feature is only available in the Booknetic SaaS version.
In this way, you can place your own logo in the admin panel of your tenants, change the plugin name with your own brand name, and even replace the ?page=booknetic link with the ?page=your brandname link.
Changing the documentation link in the admin panels of your Tenants with your own custom link is also a part of the white-labeling advantages. You can also place a badge in the upper right corner of your tenants' booking panels in accordance with their plan permission, and your brand name will be written on this badge as - Powered by Brand name.
There is also a fully-responsive Front-end Customer Panel, which allows your end customers to manage their appointments. We need to point out that this customer panel will belong to the entire SaaS platform, and a customer can be a customer of more than one tenant. The end customer will be able to manage reservations made with all tenants from this customer panel. In accordance with GDPR rules, you can allow end customers to delete their own profiles.
This main menu consists of 2 submenus: General Payment Settings and Payment methods.
You can configure the currency and pricing format in the general payment settings. Also, you will be able to set a default currency and currency format for your registered tenants. Tenants can change these as they wish from their payment settings.
In the payment methods, you can configure the payment methods that the tenants will use to subscribe. There are currently 3 types of payment methods: Stripe, Paypal, and WooCommerce.
- You can activate any payment method.
- You can change the order of payment methods.
- If you use Stripe and Paypal payment methods, your tenants will subscribe to any plan, and monthly or annual payments will be automatically charged from tenants' credit cards.
There is also a feature for the WooCommerce payment method to work towards selling plans via Booknetic SaaS. You will now be able to sell your plans to your customers with the desired payment method by using the payment gateway of your choice with WooCommerce. Your tenants will be able to deposit money on their balances and purchase the desired plan on a monthly or annually basis. Automatic notification will be sent to your customers to increase their balance when payment time is approach. If sufficient funds are available, the plan fee will automatically be charged from the balance.
This section contains the integrations you will make for all your tenants. That is, you will configure all these integrations once, and all your tenants will be able to use them without any problems in accordance with their plan permissions. Only the Zoom integration has two options as methods. First, you will do this Zoom integration for all your tenants, like all other integrations, with the OAuth method, and second, you will allow your tenants to configure their own Zoom integrations using the JWT method. Integrating Zoom with the JWT method is a very easy and 2-minute procedure.
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. The SMTP method is the recommended method and always works fine. The WordPress Mail method uses your server's mail service, and in some cases, customers using shared hosting may experience some server-related problems. You can avoid all of these server-related problems by using the SMTP feature.
Mailchimp is an all-in-one marketing platform that allows you to manage and communicate with your clients, consumers, and other interested parties. Using the Mailchimp feature instead of traditional email settings will make it possible to send transactional email notifications to your tenants and then end customers. All the email notifications can be sent through Mailchimp.
WooCommerce integration will allow your tenants to use WooCommerce as payment method. Namely, your tenants will be able to use the WooCommerce integration to accept payments from their customers. Every payment gateway you add for WooCommerce as a SaaS admin will be available to tenants. Tenants navigate to the Payment Methods from their admin panel and see "Others" payment method here. This "Others" is actually a WooCommerce integration and includes any payment gateways you have on your WooCommerce. Tenants will be able to write their own account information on these payment gateways individually. Thus, each payment gateway will be used individually by all tenants.
Tenant Admin panel
Tenants can take their booking panel URL by clicking on the "Share your page" button, sending it via email, downloading their booking panel's QR code, or copy the required HTML code from here to embed it to their websites.
The tenant can check his payments on the Billing page and upgrade his plans. Also, they can see their plan limits by clicking on the "Current Plan" button.
After clicking the Upgrade Plan button, they will see the plans which you created. Plans can be purchased monthly and annually.
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. 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.
Also, tenants can deposit an amount to their balance by using the WooCommerce integration.
This amount can be used for purchasing a plan on your SaaS platform. Tenant clicks the Upgrade button and selects the Balance as a payment method. Then the plan payment is charged from the tenant balance.
Tenants 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. You will have an unlimited number of tenants, and each tenant will use the plugin as a Booknetic Regular user. They will have their booking panel, admin panel, staff, services, payment methods, settings, etc., and will be able to use all the existing features according to their plan permissions.