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Setup Guide｜SimplyBook.me Reservation Module

  • Updated

    # Feature Overview｜SimplyBook.me Integration

    SimplyBook.me enables customers to book, reschedule, and cancel appointments through LINE with automated reminders.

    All reservation data is automatically synced with MAAC / CAAC, turning scheduling into a powerful entry point for CRM marketing and customer retention.

    This guide walks you through how to integrate the SimplyBook self-service booking module into Crescendo Lab’s platform. It is organized into the following steps:

     

    Brand-Side Configuration

    • Phase 1: Basic setup on SimplyBook.me
    • Phase 2: Submit required info to Crescendo Lab
    • Optional: Advanced settings on SimplyBook.me
    • Phase 3: Add the booking link to designated locations

    Crescendo Lab-Side Configuration

    • Enable SimplyBook.me integration on the Crescendo Lab platform

    # Setup Instructions

    Phase 1: Basic Setup on SimplyBook.me (by brand)

    Step 1: Set time zone, language, and company profile

    Path: Settings > Main Settings
    ⚠️ If you change the time zone after setup, inform Crescendo Lab to avoid misaligned notifications.

     

    Step 2: Verify account info

    Path: Left panel > Account name

    Step 3: Enable API and add callback URL

    Path: Custom Features > Search API > Enable API feature

    Step 4: Enable notes field

    Path: Custom Settings > Enable Notes Field

    • Add line_uid field (Single-line text)
    • Not required, visible on booking page, for all services, and shown at top of list

    Step 5: Add custom CSS to hide unnecessary elements

    Path: Custom Settings > CSS Design

    #sb_booking_info {
 display: none; /*  */
}
#sb_back_to_bookings{
 display: none; /*  */
}
#widget-cookies-overlay{
 display: none !important; /*  */
}
#sb_additional_fields > div:first-of-type {
 display: none; /*  */
}

     

    Step 6: Enable rescheduling

    Path: Custom Settings > Client Rescheduling

    • Allow customers to modify appointments within the allowed timeframe

     

    Step 7: Set up branch management

    Path: Custom Features > Multiple Locations

    • Enable feature
    • Add locations and providers (e.g. staff, doctors, etc.)

     

    Step 8: Copy widget code

    Path: Settings > Top Widget Settings

    • Copy widget code and provide it to Crescendo Lab

     

    Booking via LIFF vs. Using SimplyBook Login

    To ensure proper data sync with MAAC / CAAC and deliver a smoother customer experience, we recommend brands use LIFF links to initiate the booking flow. Below is a comparison of the two approaches:

    Booking Method Advantages Disadvantages
    Booking via LIFF
    (LINE UID mapping)    		 - Users enter name, phone, and email only on first booking; auto-filled thereafter
    - line_uid is passed automatically, enabling integration with MAAC / CAAC
    - No login required; faster and easier booking experience    		 - Requires disabling SimplyBook login
    - Advanced features like Loyalty, Tag, and Membership are not supported
    Using SimplyBook.me Login - Supports Loyalty (gift cards), Tag, and Membership levels
    - Allows manual customer account management    		 - Users must log in and manually enter personal info each time
    - line_uid is not captured; data cannot sync with MAAC / CAAC

     

    Phase 2: Submit Setup Info to Crescendo Lab

    Please fill out the required info via Crescendo Lab’s designated form (TBD).

    • Shop name (see Step 2)
    • API Key & Secret Key (see Step 3)
    • Widget code (see Step 8)
    • MAAC organization name (see screenshot)

    Phase 3: Place the booking link in key areas

    • Crescendo Lab will provide a LIFF booking link
    • You can place the link in menus, segmented broadcast messages, etc.

    Phase 4: (Optional) Crescendo Lab Notification Setup

    Crescendo Lab supports pre-set notification templates for:

    • Channels: LINE push & SMS (SMS requires MAAC point top-up)
    • Notifications:
    Type Trigger Time Template Description
    Booking Confirmation Upon successful booking Includes service, provider, location, time, and links for reschedule/cancel
    Booking Cancellation Upon cancelation Confirms canceled appointment with key details
    Booking Update Upon schedule change Reflects updated schedule with service and provider details
    Reminder - 7 Days Prior 7 days before appointment Friendly reminder with service details and reschedule/cancel links
    Reminder - 1 Day Prior 1 day before appointment Same as above with timing adjusted
    Reminder - 1 Hour Prior 1 hour before appointment Same as above
    Follow-up - 24 Hours Later 24 hours after appointment Thank-you message with option to provide feedback or rebook

     

    # Advanced Setup (Optional)

    1. Enable Service Categories

    Path: Custom Features > Service Categories
    Helps customers find services more easily by categorizing them.

    2. Enable Class Scheduling

    Path: Custom Features > Classes
    Use predefined class times for events or non-recurring sessions.

    3. Enable Crescendo Lab Tagging Feature

    After completing designated actions, users can be auto-tagged in MAAC / CAAC.

    If you want to customize tag naming rules, please contact Crescendo Lab. Supported dynamic variables include {service} and {location}.

    Tag Trigger Tag Naming Example
    Booking Confirmed simplybook_booked_{service}_{location}
    Booking Canceled simplybook_canceled_{service}_{location}
    Booking Updated simplybook_updated_{service}_{location}
    Reminder 7 Days Prior simplybook_remind_7d_{service}_{location}
    Reminder 1 Day Prior simplybook_remind_1d_{service}_{location}
    Reminder 1 Hour Prior simplybook_remind_1h_{service}_{location}
    Follow-up 24 Hours Later simplybook_follow_up_{service}_{location}

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