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Tips & Tricks

Our documentation is generally intended to be of use to most of our customers. In this section however we will focus on a few specialized features. The tips and tricks outlined here can provide valuable additions to your schedule, making your particular workflow even better:

Working with repeated bookings to increase efficiency

If you allow users to make repeated reservations, they don’t have to create each reservation separately. On a capacity schedule, this also allows you to create a series of slots all at once.

  1. Under “Configure”, click on the “Process” tab. Select the option “Add a repeat option to the dialog box for new reservations” and save the changes
  2. Go to the schedule (“Use”) and create a new booking. You will now be presented with the option to repeat the booking daily, weekly, bi-weekly and monthly by day of the week or by date
  3. If you work with a capacity schedule, you will be presented with the same option when you create a new slot on the schedule. If you repeat a slot, the system considers it a series of slots. On the “Process” tab of a capacity schedule, you will find an additional option that requires users to sign up for a whole series of slots, rather than picking slots individually

Please note that the system does not allow you to repeat slots and bookings more than 35 times. This is to prevent users from creating an endless series of bookings, which could cause you to exceed the appointment limit of your package. It also prevents you from having to delete a whole series of slots one by one, in the event that you’ve made a mistake.

To repeat bookings more than 35 times, users can simply edit their last booking in the series and begin to repeat it again. To repeat slots more often, go to the last slot in the series, click on “Edit slot”, and you will be presented with the option to repeat again.

Repeating 1 Repeating 2 Repeating 3

Using a supervisor field to store additional information

A supervisor field can be used to store additional information about users, such as their membership number or the number of times they have missed an appointment. The supervisor field has the option to be either visible or non-visible to registered and non-registered users.

  1. You can enable the supervisor field via the Access Control page on the right-hand side your dashboard. Name the field, select if it should be hidden or visible and save the changes
  2. The field will now appear in the user details of each user, located on the “User Management” page on the right-hand side of your dashboard and will be visible on reservations from registered users

You can also use this supervisor field to offer a discount to an individual customer. For instance, if you enter “−10%” in the supervisor field, a 10% discount will automatically be applied on the customer’s checkout screen for payments made through the site.

Supervisor 1 Supervisor 2

Using URL extensions to enable several hidden options

In addition to the options on the “Layout” tab, there are a few “URL parameters” that can be used to force the schedule to default to a particular view. For instance, instead of showing the default view, you can use these options to show a pop-up window for a new reservation by default or to zoom directly to a specific date.

Available URL parameters
ParameterEffect
year=x, month=x, day=x, week=xMove to year, month, week, or day with number x. If you omit the year or the day, it will default to the current year or current day.
today=trueMove to today, can be useful if the initial date is automatically shifted due to another setting.
view=xForce the view to x, where x is one of “month”, “week”, “day”, “free” or “agenda” (Note: the user must be allowed to use that view which can be set on the “Layout” tab).
view=newPresent the new appointment dialog as a web page, which is useful to “deep link” (directly send a user) to, for example, the sign-up page for a particular class.
lang=xForce the language to x, where x is an ISO standard language code or a country code.
per_page=xIn views with a list this changes the number of visible items from its default value of 10.
per_slot=xOn a capacity schedule, this controls the number of items that show up in a pop-up.
refresh=xCheck for changes on the server every x seconds and refresh the screen if needed. Please choose an interval of at least 5 minutes (x≥300).
dir=v, dir=hOn the month view, you can force the drawing to appear as either a vertical or horizontal landscape.
name=x, password=xCan be used on the login screen to prefill a name and/or password.
color=xShows the slots of that particular color on a capacity schedule (blue is 0, red is 1, etc.) by default.
per_page=20Increases the number of lines shown in the popup for a slot on a capacity schedule.
d.supersaas.comUsing d.supersaas.com to link to the schedule instead of www.supersaas.com forces the system to show the desktop version on mobile devices and tables.
m.supersaas.comUsing m.supersaas.com to link to the schedule instead of www.supersaas.com forces the system to show the mobile version on desktops.

In order to use any of these parameters, you first add a question mark (?) to the end of your schedule’s URL*, followed by the parameter and associated value. In case you want to use multiple parameters at once, you can string them together with an ampersand (&) between each pair of parameters.

*In case your link already contains a question mark (?), you simply string your parameters to the end of the URL, using an ampersand (&) to separate each pair
Example with single parameter:
http://www.supersaas.com/schedule/your_name/your_schedule?month=10

Example with multiple parameters:
http://www.supersaas.com/schedule/your_name/your_schedule?year=2016&month=10&lang=de

Inserting autotext to customize email confirmations and display messages automatically

Email messages can be customized using the “auto text” function. Autotext strings are a set of words that are automatically replaced by something else when the message is generated. Autotext can be added via the “Layout” tab, under “Configure.”

The standard confirmation email can be adjusted by using the autotext "$if created". There are a number of automatically-generated messages available that can be adjusted using the following: “changed”, “deleted”, “approved”, “refunded”, “placed_on_the_waiting_list”, “changed_on_the_waiting_list”, “removed_from_the_waiting_list” or “placed” (“placed” means the user was transferred from the waiting list to having a confirmed appointment).

Using “$replace” will enable you to customize all texts. In this case, you will have to define the content for all confirmation messages by using $if statements.

Here are some autotext elements that are commonly used for email messages:

Auto text strings for Email messages
The word……will be replaced with
$nameThe name of the person to whom the mail is addressed, if available
$dearWrites out "Dear $name," unless $name is not known
$subjectThe rest of this line will be used as the subject line of the email,
and may contain other autotext elements
$actionDescribes what action triggered the email. For example:
“Your booking was $action” translates to “Your booking was created”
$detailsIncludes detailed information about the booking, such as time and location
$replaceRemoves all the system-generated text, so only your text will be used
$modurlA link that contains a token which allows modification of this reservation without logging in
$icalThe booking will be attached to the notification as an iCalendar file
$formIf a form is connected to this object it will be attached as an HTML file

A complete overview of all autotext options is available in the layout tutorial.

Auto text strings for display messages

Dynamic messages can also be used in display messages, such as the one above the schedule, the help screen and the login screen. You can add autotext for display messages via the “Layout” tab, under “Configure.”

Here are some autotext elements that are commonly used for display messages

Auto text strings for display messages
The word…will be replaced with
$nameWrites out the full name of the person currently logged in, if available
$creditWrites out the amount of credit for the person currently logged in
$shopCreates a link to your shop, for example you could write: “Please buy credits in the $shop before booking”
$agendaCreates a link to a page that shows appointments across all schedules in the account, only works when logged in as a user

$if can also be used to display messages only under certain, predetermined circumstances.

It’s possible to display messages depending on the language the user has selected. The condition after the word “$if” can be a two digit language code such as EN (for English) or DE (for German). For example:

$if EN {Good morning $login}
$if DE {Guten Morgen $login}

An $if statement can also be used to display different messages depending on whether the visitor has signed in or not. For example:

$if out {Please sign in first or create an account if you don't have one}
$if user {Welcome back $login!}

A full overview of $if statements can be found in the layout tutorial.

Connecting to other websites using Zapier

Your SuperSaaS account can be integrated with a wide range of other websites using Zapier. Zapier is a service that enables you to automatically trigger an action on another website when something happens on your SuperSaaS schedule.

Popular applications include:

  • Add new users to a MailChimp mailing list
  • Create a new invoice in QuickBooks when a new appointment is created
  • Create a spreadsheet row on Google Docs for each appointment to build custom logic
  • Send a push notification to an iPhone or Android device using Pushover.net to get around the limitations and cost of SMS
  • See more examples on the Zapier site

Because Zapier allows you to filter the triggers, you can create highly customized processes. For example, you could send a message to management to approve a bookings only if this is a new user and the value is over $100. This way you can implement logic that is very specific to your business.

Creating a Zapier account is free and they include an unlimited free tier for small users, just like SuperSaaS.