Almost everything you change in the console happens in a panel called a sheet. This article explains how sheets behave, so that the same few rules help you everywhere: where a sheet opens, what its button does, how to take a change back and when Bizzly stops to ask you something.
Where to Find This
Anywhere you press a row or a button that opens a panel: for example a row on What you sell, a row on the Website screen, or Your account in Settings.
Where a Sheet Opens
How a sheet opens depends on how much room your window has.
- On a wide screen (a laptop or desktop window about 1,100 pixels wide or more), a sheet that belongs to a screen opens beside the list, in a column of its own. The list stays on screen and still works, and the row you opened is marked, so pressing another row swaps what the sheet shows. A sheet opened beside a list like this is often called a pane. On Customers, the list stays on the left and the customer opens beside it.
- On a very wide screen, What you sell also shows your home page, scrolled to the class or plan you are changing. It stands beside the rows and the sheet when the window has room for all three. On a smaller laptop it waits and comes up when you close the sheet. It stays until you press Hide the page, which takes it away.
- On a tablet or a narrower window, the sheet opens over the right-hand edge of the screen, with the list still showing to its left.
- On a phone, the sheet fills the screen, and the screen behind it is out of the way. A Back button at its top takes you back.
- Always over the screen: the sheets that belong to the whole console open in a window over the screen whatever its width, and the page behind them is dimmed. They are Ask or tell Bizzly, Your plan (What you pay Bizzly), HubSpot, and the sheets you open from the rail: the business button, your account row and Help. (Opened from Settings instead, Your account, Help, People who help and Connections open beside the rows like any other sheet.)
Either way:
- Close a sheet with the Close button at its top (Back on a phone), or by pressing Escape.
- If you open one sheet from another, they stack, and a back button at the top of the newer one names where it goes back to. On a wide screen, what you typed in the earlier sheet is still there when you go back.
- While a change is being made you cannot close the sheet, so you cannot walk away from something half done.
The Button Makes the Change
The button at the foot of a sheet is named for what it does: Save, Add the plan, Use this look, Send and so on. Press it and the change is made at once. There is no extra "review what will change" step.
- While the change is being made, the button you pressed shows a spinner. Any other button on the sheet waits without one.
- Until you change something, a sheet beside the list says Saved at its top and shows no Save button. A sheet that opened over the screen keeps its button, and says Nothing has changed yet. if you press it with nothing changed.
- If the change cannot be made, the reason appears under the form, in red. If the reason is that your plan does not include something, a card headed Not in your plan yet appears beside it with a See plans button.
When a change goes through, the sheet usually closes and a message at the bottom of the screen says what changed, for example Closure added.
The Usual Questions Come First, the Rare Ones Wait
Each part of a sheet is headed by the question it answers, in plain words, and the part most changes need comes first. The settings that a routine change never touches sit together under one line at the foot of the form, More options, which starts closed. While it is closed, a line under it says in words what is set inside (a person's address, say), so a value you have set is never out of sight. It opens by itself when something inside needs your attention, for example a field that did not pass its check. On a sheet that narrows a list, the same line reads More filters.
Taking Something Away Stands Apart
A button that ends something or cuts it off, such as Cancel booking, Remove this closure or Disconnect Stripe, is never beside the button that makes the change. It sits at the foot of the sheet under a line, as a plain red-lettered button rather than a filled one, so it is hard to press by accident. A sentence under it says what it will do. Pressing it still asks its question first (see When Bizzly Asks a Question First below).
Adding Something New
To add something new, press the filled button at the right of the heading. On most screens it is named for what it adds: New booking on Bookings, Add a customer on Customers, Payment link on Money and Invite someone on Team. Where there are several things to add, it opens a short menu instead: New on Home and Add on What you sell. Choose an item and the sheet that adds it opens. A service or a programme is added in one way only: Add (or New on Home), then Service or Programme (Session or Camp at a kids' club), which opens the three steps. Inside a sheet, an add row with a plus still adds one more, such as Add a venue or Add a role. It stands at the head of the list it adds to, not at the end, so it is within reach however long the list is.
Undo
Where a change can be put back, the message has an Undo button. It stays for about eight seconds, and it stays put while you hover over it or tab to it. Press Undo and a sheet called Undo the last change puts it back as soon as it opens, then the message says Changed back.
If you miss the message, the screen the change belongs to shows a row that does the same. On What you sell it is Undo last change, above the tabs. On Website it is Undo a change, under Tools. The row names the change it would take back.
A few things to know:
- Undo takes back the last change only, for the website you were working on.
- It is remembered in the browser tab you made the change in. A change made on another device, or in another tab, cannot be undone from here, and closing the tab forgets it. After a day it is dropped.
- A price is never put back exactly. Undo makes another price at the old amount, and the sheet says This creates another price; people already paying keep theirs.
- Some things cannot be undone, and the message tells you so, for example Review rejected. This cannot be undone from here. Cancelling bookings is another, because the place is freed and the customer can be told.
While a message is on screen, press Alt T to move to its Undo or Dismiss button.
When Bizzly Asks a Question First
For ordinary changes, Bizzly stops you only before a change that takes something away, or one that reaches people who are already on a plan. Then a question appears, worded for what you are about to do, such as:
- Remove this service?
- Archive this plan?
- Remove this session from Hove Park Pavilion? (the question names the venue)
- Move the season dates?
- Change what people already have?
The question says which one it is about. When it touches people, it says how many (for example "3 people on it"), and a change to a season's dates says how many packs, people and bookings move with it. Its buttons are named for the act, such as Remove the session or Archive the plan, and the other button is Keep it (or Keep them when the question covers several things). If you choose that, nothing is sent.
When something would be deleted for good, you also have to type a word before the button works: the box says Type delete to confirm. Erasing a person's data, deleting an account or clearing everything asks you to type DELETE in capitals instead, and disconnecting Stripe, Google or HubSpot asks you to type disconnect.
Every other ordinary change just happens. You are not asked "are you sure?" about everyday edits. Acts that cut something off, such as disconnecting Stripe or moving people onto a new price, ask you first as well, and say what they will do.
Two Places That Show You First
Ask or tell Bizzly and the sheet that cancels bookings show you what would change before it happens, because there the plan is the point. Ask or tell Bizzly lists the steps under This will: with Do it and Not that. See Ask or Tell Bizzly.
Refreshing a Screen
Most screens have a refresh button, the circular arrow at the right of the heading (for example Refresh today or Refresh website). It reads the screen again, and a short message such as Today updated or Website updated confirms it. A screen also reads itself again after a change you make, so you rarely need it.