SimplyMeet.me - User contributions [en]

SMTP

2026-04-06T08:11:00Z

Admin:

<p>
SMTP integration allows you to send all the notifications from your own email address instead of default [mailto:no-reply@simplymeet.me no-reply@simplymeet.me] and look much more professional in your communications with the customers.<br>
It can be set on the user level if you are the owner of the single account or on the organization level if you have a paid accounts with several employees.
</p>

==Configuring SMTP integration==

<p>
:1. Navigate to '''[https://secure.simplymeet.me/integrations Integrations]''' page in your account.<br>
:Then find '''SMTP Email for user''' option if you wish to set it on the user level.
:Or '''SMTP Email for Organization'''* if you wish to use it for the organization.
</p>
<p>
:2. Click on '''Enable''' to get to the integration setup page.
</p>
<p>
:3. Select SMTP server from the suggested ones to pre-fill the details, fill in the missing details or if it is not listed please add your SMTP server credentials to the corresponding fields.<br>
[[File:Sm smtp settings new.png|1200px|center|link=https://help.simplymeet.me/images/5/5e/Sm_smtp_settings_new.png]]
</p>
<p>
:4. Save settings and you are ready.
</p>

<nowiki>*</nowiki>You can also have both levels enabled and decide whether to set organization level as a priority or not.<br>
'''Please note!''' If this option is "On" all the emails will be processed through organisation SMTP account. If you disable it then each user integration will be used for emails.

File:Sm smtp settings new.png

2026-04-06T08:10:37Z

Admin:

Integrations & Plugins

2026-03-16T13:47:22Z

Admin:

*<div class="article">[[SBPay|SBPay]]</div>
*<div class="article">[[Poll_meetings|Poll Meetings]]</div>
*<div class="article">[[Group_bookings|Group Bookings]]</div>
*<div class="article">[[Video Meetings|Video Meetings]]</div>
*<div class="article">[[Getting_Started_with_SimplyMeet.me#Step_1._Connect_your_online_Calendar|Calendar Sync]]</div>
*<div class="article">[[Pass_meeting_details_to_your_redirected_page|Redirection]]</div>
*<div class="article">[[How_to_Embed_Your_Scheduling_Page_onto_Wordpress_and_others|Embed]]</div>
*<div class="article">[[Share_meeting_types|Easy Sharing]]</div>
*<div class="article">[[Admin_application|Admin App]]</div>
*<div class="article">[[Okta_integration|OKTA(SSO authentication)]]</div>
*<div class="article">[[Google_Analytics|Google Analytics]]</div>
*<div class="article">[[Facebook_Pixel|Facebook Pixel ]]</div>
*<div class="article">[[Zapier_Integration|Zapier]]</div>
*<div class="article">[[Schedule_meetings_round_robin_style_among_your_team|Round Robin Meetings]]</div>
*<div class="article">[[Collective_meetings|Collective Meetings]]</div>
*<div class="article">[[Can_I_add_Custom_Questions_to_my_scheduling_page_asking_for_invitee_information|Custom Questions ]]</div>
*<div class="article">[[Buffer_times|Buffer Time]]</div>
*<div class="article">[[Secret Meetings|Secret Meetings]]</div>
*<div class="article">[[How_to_Invite_More_Participants_to_Meetings|More Participants]]</div>
*<div class="article">[[API|API]]</div>
*<div class="article">[[SMTP| SMTP]]</div>
*<div class="article">[[SMS_Gateway|SMS Gateway]]</div>
*<div class="article">[[Tags_for_personal_meeting_types|Tags for Personal Meeting types]]</div>
*<div class="article">[[The_use_of_speciality_tags|Organization Users Tags]]</div>
*<div class="article">[[Multiple_meetings|Multiple Meetings]]</div>
*<div class="article">[[Meeting_Duration#Flexible_duration|Flexible duration]]</div>
*<div class="article">[[Custom_Domain|Custom Domain name]]</div>
*<div class="article">[[Cancellation_policy|Cancellation Policy]]</div>
*<div class="article">[[How_to_set_up_2_factor_authentication|2-Factor Authentication]]</div>
*<div class="article">[[Meeting_notifications|Meeting Notifications]]</div>
*<div class="article">[[Limit_how_soon_or_how_far_away_invitee_can_schedule_a_meeting|Min & max time for scheduling of appointments]]</div>
*<div class="article">[[Start time increments|Start time increments]]</div>
*<div class="article">[[Recurring_Meetings|Recurring meetings]]</div>
*<div class="article">[[Login_as_User|Login as user]]</div>
*<div class="article">[[Referral_Program|Referral]]</div>

Integrations & Plugins

2026-03-16T13:46:33Z

Admin:

*<div class="article">[[SBPay|SBPay]]</div>
*<div class="article">[[Poll_meetings|Poll Meetings]]</div>
*<div class="article">[[Group_bookings|Group Bookings]]</div>
*<div class="article">[[Video Meetings|Video Meetings]]</div>
*<div class="article">[[Getting_Started_with_SimplyMeet.me#Step_1._Connect_your_online_Calendar|Calendar Sync]]</div>
*<div class="article">[[Pass_meeting_details_to_your_redirected_page|Redirection]]</div>
*<div class="article">[[How_to_Embed_Your_Scheduling_Page_onto_Wordpress_and_others|Embed]]</div>
*<div class="article">[[Share_meeting_types|Easy Sharing]]</div>
*<div class="article">[[Admin_application|Admin App]]</div>
*<div class="article">[[Okta_integration|OKTA(SSO authentication)]]</div>
*<div class="article">[[Google_Analytics|Google Analytics]]</div>
*<div class="article">[[Facebook_Pixel|Facebook Pixel ]]</div>
*<div class="article">[[Zapier_Integration|Zapier]]</div>
*<div class="article">[[Schedule_meetings_round_robin_style_among_your_team|Round Robin Meetings]]</div>
*<div class="article">[[Collective_meetings|Collective Meetings]]</div>
*<div class="article">[[Can_I_add_Custom_Questions_to_my_scheduling_page_asking_for_invitee_information|Custom Questions ]]</div>
*<div class="article">[[Buffer_times|Buffer Time]]</div>
*<div class="article">[[Secret Meetings|Secret Meetings]]</div>
*<div class="article">[[How_to_Invite_More_Participants_to_Meetings|More Participants]]</div>
*<div class="article">[[API|API]]</div>
*<div class="article">[[SMTP| SMTP]]</div>
*<div class="article">[[SMS_Gateway|SMS Gateway]]</div>
*<div class="article">[[Tags_for_personal_meeting_types|Tags for Personal Meeting types]]</div>
*<div class="article">[[The_use_of_speciality_tags|Organization Users Tags]]</div>
*<div class="article">[[Multiple_meetings|Multiple Meetings]]</div>
*<div class="article">[[Meeting_Duration#Flexible_duration|Flexible duration]]</div>
*<div class="article">[[Custom_Domain|Custom Domain name]]</div>
*<div class="article">[[Cancellation_policy|Cancellation Policy]]</div>
*<div class="article">[[How_to_set_up_2_factor_authentication|2-Factor Authentication]]</div>
*<div class="article">[[Meeting_notifications|Meeting Notifications]]</div>
*<div class="article">[[Limit_how_soon_or_how_far_away_invitee_can_schedule_a_meeting|Min & max time for scheduling of appointments]]</div>
*<div class="article">[[Recurring_Meetings|Recurring meetings]]</div>
*<div class="article">[[Login_as_User|Login as user]]</div>
*<div class="article">[[Referral_Program|Referral]]</div>

Integrations & Plugins

2026-03-16T13:44:03Z

Admin:

*<div class="article">[[SBPay|SBPay]]</div>
*<div class="article">[[Poll_meetings|Poll Meetings]]</div>
*<div class="article">[[Group_bookings|Group Bookings]]</div>
*<div class="article">[[Video Meetings|Video Meetings]]</div>
*<div class="article">[[Getting_Started_with_SimplyMeet.me#Step_1._Connect_your_online_Calendar|Calendar Sync]]</div>
*<div class="article">[[Pass_meeting_details_to_your_redirected_page|Redirection]]</div>
*<div class="article">[[How_to_Embed_Your_Scheduling_Page_onto_Wordpress_and_others|Embed]]</div>
*<div class="article">[[Share_meeting_types|Easy Sharing]]</div>
*<div class="article">[[Admin_application|Admin App]]</div>
*<div class="article">[[Okta_integration|OKTA(SSO authentication)]]</div>
*<div class="article">[[Google_Analytics|Google Analytics]]</div>
*<div class="article">[[Facebook_Pixel|Facebook Pixel ]]</div>
*<div class="article">[[Zapier_Integration|Zapier]]</div>
*<div class="article">[[Schedule_meetings_round_robin_style_among_your_team|Round Robin Meetings]]</div>
*<div class="article">[[Collective_meetings|Collective Meetings]]</div>
*<div class="article">[[Can_I_add_Custom_Questions_to_my_scheduling_page_asking_for_invitee_information|Custom Questions ]]</div>
*<div class="article">[[Buffer_times|Buffer Time]]</div>
*<div class="article">[[How_to_Invite_More_Participants_to_Meetings|More Participants]]</div>
*<div class="article">[[API|API]]</div>
*<div class="article">[[SMTP| SMTP]]</div>
*<div class="article">[[SMS_Gateway|SMS Gateway]]</div>
*<div class="article">[[Tags_for_personal_meeting_types|Tags for Personal Meeting types]]</div>
*<div class="article">[[The_use_of_speciality_tags|Organization Users Tags]]</div>
*<div class="article">[[Multiple_meetings|Multiple Meetings]]</div>
*<div class="article">[[Meeting_Duration#Flexible_duration|Flexible duration]]</div>
*<div class="article">[[Custom_Domain|Custom Domain name]]</div>
*<div class="article">[[Cancellation_policy|Cancellation Policy]]</div>
*<div class="article">[[How_to_set_up_2_factor_authentication|2-Factor Authentication]]</div>
*<div class="article">[[Meeting_notifications|Meeting Notifications]]</div>
*<div class="article">[[Limit_how_soon_or_how_far_away_invitee_can_schedule_a_meeting|Min & max time for scheduling of appointments]]</div>
*<div class="article">[[Recurring_Meetings|Recurring meetings]]</div>
*<div class="article">[[Login_as_User|Login as user]]</div>
*<div class="article">[[Referral_Program|Referral]]</div>

Integrations & Plugins

2026-03-16T13:43:44Z

Admin:

*<div class="article">[[SBPay|SBPay]]</div>
*<div class="article">[[Poll_meetings|Poll Meetings]]</div>
*<div class="article">[[Group_bookings|Group Bookings]]</div>
*<div class="article">[[Video Meetings|Video Meetings]]</div>
*<div class="article">[[Getting_Started_with_SimplyMeet.me#Step_1._Connect_your_online_Calendar|Calendar Sync]]</div>
*<div class="article">[[Pass_meeting_details_to_your_redirected_page|Redirection]]</div>
*<div class="article">[[How_to_Embed_Your_Scheduling_Page_onto_Wordpress_and_others|Embed]]</div>
*<div class="article">[[Share_meeting_types|Easy Sharing]]</div>
*<div class="article">[[Admin_application|Admin App]]</div>
*<div class="article">[[Okta_integration|OKTA(SSO authentication)]</div>
*<div class="article">[[Google_Analytics|Google Analytics]]</div>
*<div class="article">[[Facebook_Pixel|Facebook Pixel ]]</div>
*<div class="article">[[Zapier_Integration|Zapier]]</div>
*<div class="article">[[Schedule_meetings_round_robin_style_among_your_team|Round Robin Meetings]]</div>
*<div class="article">[[Collective_meetings|Collective Meetings]]</div>
*<div class="article">[[Can_I_add_Custom_Questions_to_my_scheduling_page_asking_for_invitee_information|Custom Questions ]]</div>
*<div class="article">[[Buffer_times|Buffer Time]]</div>
*<div class="article">[[=How_to_Invite_More_Participants_to_Meetings|More Participants]]</div>
*<div class="article">[[API|API]]</div>
*<div class="article">[[SMTP| SMTP]]</div>
*<div class="article">[[SMS_Gateway|SMS Gateway]]</div>
*<div class="article">[[Tags_for_personal_meeting_types|Tags for Personal Meeting types]]</div>
*<div class="article">[[The_use_of_speciality_tags|Organization Users Tags]]</div>
*<div class="article">[[Multiple_meetings|Multiple Meetings]]</div>
*<div class="article">[[Meeting_Duration#Flexible_duration|Flexible duration]]</div>
*<div class="article">[[Custom_Domain|Custom Domain name]]</div>
*<div class="article">[[Cancellation_policy|Cancellation Policy]]</div>
*<div class="article">[[How_to_set_up_2_factor_authentication|2-Factor Authentication]]</div>
*<div class="article">[[Meeting_notifications|Meeting Notifications]]</div>
*<div class="article">[[Limit_how_soon_or_how_far_away_invitee_can_schedule_a_meeting|Min & max time for scheduling of appointments]]</div>
*<div class="article">[[Recurring_Meetings|Recurring meetings]]</div>
*<div class="article">[[Login_as_User|Login as user]]</div>
*<div class="article">[[Referral_Program|Referral]]</div>

Integrations & Plugins

2026-03-16T12:57:03Z

Admin: Blanked the page

Customize your scheduling page

2026-03-16T11:49:25Z

Admin:

__FORCETOC__
<p>
Scheduling pages allow your invitees to book the meetings with you.
Out of the box, organization and personal scheduling pages have a sleek and clean look with customizations built right into Appearance settings that
can be customized without changing the code and our default CSS.
If you want to customize your scheduling page further and match your brand seamlessly, put your team's CSS skills to work and create your own stylesheet.
</p>
<p>
This article covers all of the customization options scheduling page offers.
</p>
<h2>Personal-level vs. Organization-level Appearance</h2>
<p>
1. Go to the [https://secure.simplymeet.me/panel/appearance Appearance] page.
</p>
<p>
2. The user-friendly editor will open where you can change the colours of the personal scheduling page, no custom coding necessary.
</p>
<p>
3. You can upload your company logo, avatar, banner image and disable SimplyMeet.me branding(paid plans only).
</p>
<p>
[[File:Example. appearance settings.png|1200px|center|link=https://help.simplymeet.me/images/a/a5/Example._appearance_settings.png]]
</p>
<p>
4. For the organization level simply select '''Organization account''' tab there, make the necessary adjustments and save settings.
</p>
<h2><br>
Personal-level vs. Organization-level CSS (paid plan only)
</h2>
<p>
Organization-level CSS will be loaded when you open teammates scheduling link in your organization or the organization scheduling page.
</p>
<p>
<span style="font-weight: normal;">Personal-specific CSS gets loaded only on the personal scheduling page.</span>
</p>
<p>
Add your own CSS by directly adding the stylesheets in the settings. You can customize just about everything on your scheduling pages with do-it-yourself custom CSS (e.g. change the font format, size, override defaults colours etc.)!
</p>
(To apply custom CSS to a widget use: ".widget-theme" in your css code)
<p>
1. Go to '''[https://secure.simplymeet.me/panel/appearance Appearance]''' page.
</p>
<p>
2. Select '''Personal account''' or '''Organization account''' tab depending on the scheduling page you wish to customize.
</p>
<p>
3. Scroll the page to the <strong>Custom CSS</strong> section to get started.
</p>
<p>
[[File:Sm custom css path new.png|1200px|center|link=https://help.simplymeet.me/images/8/82/Sm_custom_css_path_new.png]]
</p>
<p>
Just add your CSS using
<strong>Custom CSS</strong> field. This CSS will automatically apply to your personal scheduling page.
</p>

Video Meetings

2026-03-16T11:46:34Z

Admin:

Integrate SimplyMeet with different video meeting tools online

*<div class="article">[[Google Meet / Hangout]]</div>
*<div class="article">[[Zapier Integration]]</div>
*<div class="article">[[Microsoft Teams]]</div>
*<div class="article">[[Zoom Integration]]</div>
*<div class="article">[[Securing Zoom meetings with passwords]]</div>
*<div class="article">[[Whereby]]</div>

Share selected slots

2026-03-16T11:40:37Z

Admin: Admin moved page Share selected slots to Add times to email

#REDIRECT [[Add times to email]]

Add times to email

2026-03-16T11:40:37Z

Admin: Admin moved page Share selected slots to Add times to email

Available in web version and coming soon in admin app.
<br><br>

The Share slots feature offered by SimplyMeet.me is designed to make it easier for users to share available meeting times with their clients or colleagues. With this feature, users can go to a meeting type and choose to Share slots. They are then shown a calendar where they can handpick times that would suit them for the meeting, and then view the results in a beautifully designed format that is easy to copy and paste into emails.

<br><br>
;How to use

:1. Navigate to your '''[https://secure.simplymeet.me/event_types/ Meeting types]''' page.<br>
:Click on '''Share''' button per meeting type you wish to share the availability.
[[File:Sm share timeslots per mt.png|1200px|center|link=https://help.simplymeet.me/images/2/2d/Sm_share_timeslots_per_mt.png]]
<br><br>
:2. You can choose between adding timeslots to email and to own website options.
[[File:Select the timeslots to share via email.png|1200px|center|link=https://help.simplymeet.me/images/a/af/Select_the_timeslots_to_share_via_email.png]]
:3. If you have selected to send timeslots via email, please select dates and times you want to share.
:(you can choose up to 7 dates to share)
[[File:Select the timeslots to share via email.png|1200px|center|link=https://help.simplymeet.me/images/a/af/Select_the_timeslots_to_share_via_email.png]]
<br><br>
:4. After all the desired times are selected click on '''Copy times to clipboard'''
[[File:Copy the selected times to clipboard.png|1200px|center|link=https://help.simplymeet.me/images/3/3d/Copy_the_selected_times_to_clipboard.png]]
<br><br>
:5. Open your mailing app and simply paste the slots to the email body there.
:Add the desired recipients and send the message.
[[File:Share slots in email result.png|500px|center|link=https://help.simplymeet.me/images/9/9a/Share_slots_in_email_result.png]]
<br><br>
:6. If you have selected to share this meeting type slots to own website, please copy the code from '''Share''' -> '''Add slots to website''' tab and insert to the corresponding block in your website editor.
[[File:Sm add slots to website path new.png|1200px|center|link=https://help.simplymeet.me/images/b/be/Sm_add_slots_to_website_path_new.png]]
[[File:Sm share meeting types to website copy code.png|1200px|center|link=https://help.simplymeet.me/images/e/e9/Sm_share_meeting_types_to_website_copy_code.png]]
<br><br><br><br>

Approve Meetings

2026-02-18T12:51:58Z

Admin:

The '''Approve Meetings''' feature allows you to manually review booking requests before they are confirmed.<br>
Instead of appointments being automatically confirmed, eligible bookings are placed in a '''Pending''' state until you approve or decline them.<br>
This feature is ideal for consultants, recruiters, healthcare providers, and other professionals who need to verify client details or control availability before confirming a meeting.<br>
This feature is recommended if you:<br>
* Need to review client details before confirming
* Offer high-demand or limited availability slots
* Want to reduce last-minute cancellations
* Provide professional consultation services
<br><br>
The Approve Meetings feature is available for '''Paid plans only.'''
<br><br>
=How to Enable the Feature=
'''Step 1: Enable in Integrations'''<br><br>
1. Go to '''Plugins & Integrations''' -> '''User Integrations'''
<br><br>
2. Find '''Approve Meetings''' -> '''Enable'''
[[File:Sm approve meetings enable path general.png|1200px|center|link=https://help.simplymeet.me/images/5/5a/Sm_approve_meetings_enable_path_general.png]]
<br><br>
You can also enable it:
* On the '''Plugins & Integrations''' -> '''Organization level'''
If enabled on the Organization level, it overrides all individual user settings and becomes active globally.
<br><br>
'''Step 2: Enable per Meeting Type'''<br><br>
After activating the integration, you must also enable it for each meeting type:<br><br>
1. Go to '''Meeting Types'''
<br><br>
2. Open the desired meeting type
<br><br>
3. Navigate to '''Event Details'''
[[File:Sm approve meetings enable path.png|1200px|center|link=https://help.simplymeet.me/images/a/af/Sm_approve_meetings_enable_path.png]]
<br><br>
4. Turn on the '''Approve Meetings''' switch
<br><br>
You can enable or disable approval individually for each meeting type.
<br><br>
=How It Works=
When a client books a meeting:
* If the meeting qualifies for approval, its status becomes '''Pending'''
* The host receives a notification about the pending request
* The client does not receive a confirmation email at this stage
[[File:Sm pending meeting.png|1200px|center|link=https://help.simplymeet.me/images/8/8e/Sm_pending_meeting.png]]
<br><br>
=What Requires Approval?=
The following bookings enter the '''Pending''' state:
* Free meetings created by a client
* Paid meetings where the client selects '''Pay Later'''
<br><br>
=What Is Automatically Approved?=
The following bookings are automatically confirmed:
* Paid meetings successfully processed via '''SBPay.me'''
* Meetings created from the Admin side
<br><br>
=Approving or Declining a Meeting=
You can review pending meetings in the '''Calendar''' section.
[[File:Sm decline or approve.png|1200px|center|link=https://help.simplymeet.me/images/4/41/Sm_decline_or_approve.png]]
<br><br>
'''If you approve:'''
* Status changes to '''Active'''
* The client receives a confirmation notification
* The meeting syncs to your external calendar (e.g.,Google/Outlook)
<br><br>
'''If you decline:'''
* Status changes to Declined
* No notification is sent to the client by default
<br><br>
=Roles & Permissions=
Access depends on user role:
* '''Owner''' – Can view, approve, or decline all pending meetings
* '''Manager''' – Can view all pending meetings; can approve or decline only their own
* '''Member''' – Can view, approve, or decline only their own meetings
<br><br>
=Calendar Synchronization=
Pending meetings:
* Do not sync to external calendars (e.g.,Google/Outlook)
* Do not block availability until approved<br>
Once approved, the meeting syncs and blocks the selected time slot.
<br><br><br><br>

Approve Meetings

2026-02-18T12:50:59Z

Admin:

The '''Approve Meetings''' feature allows you to manually review booking requests before they are confirmed.<br>
Instead of appointments being automatically confirmed, eligible bookings are placed in a '''Pending''' state until you approve or decline them.<br>
This feature is ideal for consultants, recruiters, healthcare providers, and other professionals who need to verify client details or control availability before confirming a meeting.<br>
This feature is recommended if you:<br>
* Need to review client details before confirming
* Offer high-demand or limited availability slots
* Want to reduce last-minute cancellations
* Provide professional consultation services
<br><br>
The Approve Meetings feature is available for '''Paid plans only.'''
<br><br>
=How to Enable the Feature=
'''Step 1: Enable in Integrations'''<br>
1. Go to '''Plugins & Integrations''' -> '''User Integrations'''
<br><br>
2. Find '''Approve Meetings''' -> '''Enable'''
[[File:Sm approve meetings enable path general.png|1200px|center|link=https://help.simplymeet.me/images/5/5a/Sm_approve_meetings_enable_path_general.png]]
<br><br>
You can also enable it:
* On the '''Plugins & Integrations''' -> '''Organization level'''
If enabled on the Organization level, it overrides all individual user settings and becomes active globally.
<br><br>
'''Step 2: Enable per Meeting Type'''<br>
After activating the integration, you must also enable it for each meeting type:<br>
1. Go to '''Meeting Types'''
<br><br>
2. Open the desired meeting type
<br><br>
3. Navigate to '''Event Details'''
[[File:Sm approve meetings enable path.png|1200px|center|link=https://help.simplymeet.me/images/a/af/Sm_approve_meetings_enable_path.png]]
<br><br>
4. Turn on the '''Approve Meetings''' switch
<br><br>
You can enable or disable approval individually for each meeting type.
<br><br>
=How It Works=
When a client books a meeting:
* If the meeting qualifies for approval, its status becomes '''Pending'''
* The host receives a notification about the pending request
* The client does not receive a confirmation email at this stage
[[File:Sm pending meeting.png|1200px|center|link=https://help.simplymeet.me/images/8/8e/Sm_pending_meeting.png]]
<br><br>
=What Requires Approval?=
The following bookings enter the '''Pending''' state:
* Free meetings created by a client
* Paid meetings where the client selects '''Pay Later'''
<br><br>
=What Is Automatically Approved?=
The following bookings are automatically confirmed:
* Paid meetings successfully processed via '''SBPay.me'''
* Meetings created from the Admin side
<br><br>
=Approving or Declining a Meeting=
You can review pending meetings in the '''Calendar''' section.
[[File:Sm decline or approve.png|1200px|center|link=https://help.simplymeet.me/images/4/41/Sm_decline_or_approve.png]]
<br><br>
'''If you approve:'''
* Status changes to '''Active'''
* The client receives a confirmation notification
* The meeting syncs to your external calendar (e.g.,Google/Outlook)
<br><br>
'''If you decline:'''
* Status changes to Declined
* No notification is sent to the client by default
<br><br>
=Roles & Permissions=
Access depends on user role:
* '''Owner''' – Can view, approve, or decline all pending meetings
* '''Manager''' – Can view all pending meetings; can approve or decline only their own
* '''Member''' – Can view, approve, or decline only their own meetings
<br><br>
=Calendar Synchronization=
Pending meetings:
* Do not sync to external calendars (e.g.,Google/Outlook)
* Do not block availability until approved<br>
Once approved, the meeting syncs and blocks the selected time slot.
<br><br><br><br>

File:Sm approve meetings enable path general.png

2026-02-18T12:47:58Z

Admin:

File:Sm pending meeting.png

2026-02-18T12:39:49Z

Admin:

File:Sm decline or approve.png

2026-02-18T12:39:40Z

Admin:

File:Sm approve meetings enable path.png

2026-02-18T12:39:16Z

Admin:

Approve Meetings

2026-02-18T11:48:44Z

Admin: Created page with "The '''Approve Meetings''' feature allows you to manually review booking requests before they are confirmed.<br> Instead of appointments being automatically confirmed, eligible bookings are placed in a '''Pending''' state until you approve or decline them.<br> This feature is ideal for consultants, recruiters, healthcare providers, and other professionals who need to verify client details or control availability before confirming a meeting.<br> This feature is recommende..."

The '''Approve Meetings''' feature allows you to manually review booking requests before they are confirmed.<br>
Instead of appointments being automatically confirmed, eligible bookings are placed in a '''Pending''' state until you approve or decline them.<br>
This feature is ideal for consultants, recruiters, healthcare providers, and other professionals who need to verify client details or control availability before confirming a meeting.<br>
This feature is recommended if you:<br>
* Need to review client details before confirming
* Offer high-demand or limited availability slots
* Want to reduce last-minute cancellations
* Provide professional consultation services
<br><br>
The Approve Meetings feature is available for '''Paid plans only.'''
<br><br>
=How to Enable the Feature=
'''Step 1: Enable in Integrations'''<br>
1. Go to '''Plugins & Integrations''' -> '''User Integrations'''
<br><br>
2. Find '''Approve Meetings''' -> '''Enable'''
<br><br>
You can also enable it:
* On the '''Plugins & Integrations''' -> '''Organization level'''
If enabled on the Organization level, it overrides all individual user settings and becomes active globally.
<br><br>
'''Step 2: Enable per Meeting Type'''<br>
After activating the integration, you must also enable it for each meeting type:<br>
1. Go to '''Meeting Types'''
<br><br>
2. Open the desired meeting type
<br><br>
3. Navigate to '''Event Details'''
<br><br>
4. Turn on the '''Approve Meetings''' switch
<br><br>
You can enable or disable approval individually for each meeting type.
<br><br>
=How It Works=
When a client books a meeting:
* If the meeting qualifies for approval, its status becomes '''Pending'''
* The host receives a notification about the pending request
* The client does not receive a confirmation email at this stage
<br><br>
=What Requires Approval?=
The following bookings enter the '''Pending''' state:
* Free meetings created by a client
* Paid meetings where the client selects '''Pay Later'''
<br><br>
=What Is Automatically Approved?=
The following bookings are automatically confirmed:
* Paid meetings successfully processed via '''SBPay.me'''
* Meetings created from the Admin side
<br><br>
=Approving or Declining a Meeting=
You can review pending meetings in the '''Calendar''' section.
<br><br>
'''If you approve:'''
* Status changes to '''Active'''
* The client receives a confirmation notification
* The meeting syncs to your external calendar (e.g.,Google/Outlook)
<br><br>
'''If you decline:'''
* Status changes to Declined
* No notification is sent to the client by default
<br><br>
=Roles & Permissions=
Access depends on user role:
* '''Owner''' – Can view, approve, or decline all pending meetings
* '''Manager''' – Can view all pending meetings; can approve or decline only their own
* '''Member''' – Can view, approve, or decline only their own meetings
<br><br>
=Calendar Synchronization=
Pending meetings:
* Do not sync to external calendars (e.g.,Google/Outlook)
* Do not block availability until approved<br>
Once approved, the meeting syncs and blocks the selected time slot.
<br><br><br><br>

Referral Program

2026-01-07T15:01:37Z

Admin:

<p>
The SimplyMeet '''Referral Program''' is designed to reward you for spreading the word about our scheduling platform. By sharing your unique referral link with colleagues, friends, or your professional network, you help others streamline their booking process while earning exclusive benefits for yourself.
</p>
<p>
'''Please note!'''
* 20% commission for 12 months on every paying referral
* Built directly into your SimplyMeet.me account
* No extra sign-up required
* Referral link and dashboard available instantly
* Clear insights and performance statistics
* Available to paid users only
</p>
<br><br>
;How to Use
Getting started is quick and easy. Follow these steps to find your referral link and start tracking your rewards:<br>

1. '''Log In to Your Account:''' Access your SimplyMeet.me dashboard using your credentials.<br>
2. '''Navigate to the Referral Tab:''' Look for the "Earn 20% commission" section in the side navigation menu
[[File:Sm referral program path.png|1200px|center|link=https://help.simplymeet.me/images/3/31/Sm_referral_program_path.png]]
<br><br>
3. Read and click to accept our '''Terms & Conditions.'''
[[File:Sm read and accept referral t&c.png|1200px|center|link=https://help.simplymeet.me/images/e/e0/Sm_read_and_accept_referral_t%26c.png]]
<br><br>
4. Once it is done, the '''Get Started button''' will become available - click it. You will see your '''Affiliate dashboard''' with your stats and your referral link.
[[File:Sm referral link.png|1200px|center|link=https://help.simplymeet.me/images/b/bd/Sm_referral_link.png]]
<br><br>
5. '''Copy Your Unique Link:''' You will see a personalized referral URL. Click the "Copy" button to save it to your clipboard.<br>
6. '''Share Your Link:''' Paste this link into emails, social media posts, or send it directly to your contacts.
:::''Pro Tip:'' Sharing a brief note about how SimplyMeet.me has helped your workflow can increase your success rate!
7. '''Track Your Success:''' On the same Referral page, you can view your real-time statistics, including how many people have signed up using your link and the amount of your commission fee.
[[File:Sm referral stats.png|1200px|center|link=https://help.simplymeet.me/images/9/91/Sm_referral_stats.png]]
<br><br>
8. '''Redeem Your Reward:''' To request your reward click the Request payout button and follow the instructions on the screen.
<br><br><br><br>

File:Sm referral stats.png

2026-01-07T14:57:38Z

Admin:

File:Sm referral link.png

2026-01-07T14:57:29Z

Admin:

File:Sm read and accept referral t&c.png

2026-01-07T14:57:16Z

Admin:

File:Sm referral program path.png

2026-01-07T14:57:01Z

Admin:

Referral Program

2026-01-07T14:28:10Z

Admin: Created page with "<p> The SimplyMeet '''Referral Program''' is designed to reward you for spreading the word about our scheduling platform. By sharing your unique referral link with colleagues, friends, or your professional network, you help others streamline their booking process while earning exclusive benefits for yourself. </p> <p> '''Please note!''' * 20% commission for 12 months on every paying referral * Built directly into your SimplyMeet.me account * No extra sign-up required * R..."

<p>
The SimplyMeet '''Referral Program''' is designed to reward you for spreading the word about our scheduling platform. By sharing your unique referral link with colleagues, friends, or your professional network, you help others streamline their booking process while earning exclusive benefits for yourself.
</p>
<p>
'''Please note!'''
* 20% commission for 12 months on every paying referral
* Built directly into your SimplyMeet.me account
* No extra sign-up required
* Referral link and dashboard available instantly
* Clear insights and performance statistics
* Available to paid users only
</p>
<br><br>
;How to Use
Getting started is quick and easy. Follow these steps to find your referral link and start tracking your rewards:<br>

1. '''Log In to Your Account:''' Access your SimplyMeet.me dashboard using your credentials.<br>
2. '''Navigate to the Referral Tab:''' Look for the "Earn 20% commission" section in the side navigation menu

3. Read and click to accept our '''Terms & Conditions.'''

4. Once it is done, the '''Get Started button''' will become available - click it. You will see your '''Affiliate dashboard''' with your stats and your referral link.

5. '''Copy Your Unique Link:''' You will see a personalized referral URL. Click the "Copy" button to save it to your clipboard.<br>
6. '''Share Your Link:''' Paste this link into emails, social media posts, or send it directly to your contacts.
:::''Pro Tip:'' Sharing a brief note about how SimplyMeet.me has helped your workflow can increase your success rate!
7. '''Track Your Success:''' On the same Referral page, you can view your real-time statistics, including how many people have signed up using your link and the amount of your commission fee.

8. '''Redeem Your Reward:''' To request your reward click the Request payout button and follow the instructions on the screen.
<br><br><br><br>

Add times to email

2026-01-07T14:10:48Z

Admin:

File:Sm share meeting types to website copy code.png

2026-01-07T14:01:32Z

Admin:

File:Sm add slots to website path new.png

2026-01-07T14:00:24Z

Admin:

File:Sm share timeslots per mt.png

2026-01-07T14:00:12Z

Admin:

How to manage meetings from Internal calendar

2026-01-07T13:45:14Z

Admin: /* How to create a new meeting */

=How to create a new meeting=
<p>
In the '''Calendar''' tab (left-side menu), select your preferred '''view''' and the '''date''' you want to add a booking to. You can also use the '''filters''' at the top for easier navigation.
</p>
<p>
There are three ways to create a new booking:
* Click on any free time slot, or
* Click and drag over the desired time range to select it.
* Alternatively, you can use the '''New Meeting''' button
[File:Sm create meeting from calendar new.png|1200px|center|link=https://help.simplymeet.me/images/5/5e/Sm_create_meeting_from_calendar_new.png]]
</p>
<p>
Fill in the pop-up form: Event info (Meeting type; Timezone), add Client info (Full name; Email; Phone), set the date and start time before saving the meeting.
'''Please note:''' it may be required to fill in Question(s) fields in the pop-up form in case you use Custom Questions.
</p>
<p>
==Additional Meeting Options==
Optionally, you can add '''Custom Meeting Details''' (name and description) that apply only to this specific meeting.
[[File:Sm custom meeting details.png|1200px|center|link=https://help.simplymeet.me/images/9/9c/Sm_custom_meeting_details.png]]
</p>
<p>
If you want to make the meeting recurring, use the '''Repeat''' dropdown menu.<br>
For more details, see our guide on [[Recurring_Meetings|recurring meetings]].<br>
If the meeting should be one-time, set the '''Repeat''' dropdown to '''Does not repeat'''.
</p>
<br><br>
<p>
'''For Organization Owners:'''<br>
You can schedule a meeting on behalf of a teammate from the '''Teammates Calendar View'''.<br>
[[File:Sm teammates view.png|1200px|center|link=https://help.simplymeet.me/images/9/94/Sm_teammates_view.png]]
For a complete tutorial, [[Team_Scheduling|click here]].<br>
</p>
<br><br>

=How to change meetings=
<p>
To change a meeting in Calendar (tab in the left-side menu) click on the meeting to open a form and then press Reschedule to change a meeting date and a start time.<br>
You may also change the time of the meeting by simply drag and drop an event to the available time you need.
</p>
<p>
'''Please note!''' It is not possible to reschedule passed or canceled events.
</p>
[[File:Reschedule from calendar path.png|1200px|center|link=https://help.simplymeet.me/images/8/8b/Reschedule_from_calendar_path.png]]
<p>
You can also easily Invite more participants and Add private notes to the upcoming meetings.<br>
</p>

=How to apply a No Show status=
<p>
To apply a No Show status to a passed meeting in Calendar (tab in the left-side menu) click on the meeting to open a form and then press No Show to change its status.
[[File:Apply no show status sm calendar.png|1200px|center|link=https://help.simplymeet.me/images/c/c5/Apply_no_show_status_sm_calendar.png]]
</p>

=How to cancel meetings=
<p>
To cancel a meeting in Calendar (tab in the left-side menu) click on the meeting to open a form and then press on the Cancel button.<br>
Canceled and passed meetings can be fully deleted from the internal calendar by pressing the Delete button.
[[File:Cancel meeting from sm calendar.png|1200px|center|link=https://help.simplymeet.me/images/c/c3/Cancel_meeting_from_sm_calendar.png]]
</p>
<br><br>

File:Sm teammates view.png

2026-01-07T13:23:54Z

Admin:

File:Sm custom meeting details.png

2026-01-07T13:23:43Z

Admin:

File:Sm create meeting from calendar new.png

2026-01-07T13:23:31Z

Admin:

Routing Form

2025-11-19T09:00:33Z

Admin: /* Viewing Responses */

Routing forms feature allows you to direct clients to specific team members, meeting types, external URLs, or a custom message based on various parameters, such as industry, company size, or specific interests.
<br><br>
By using Routing forms, you can enhance your client experience, increase conversions, and efficiently collect client details, all while reducing the time it takes to connect clients with the right team member.
<br><br>
'''Video tutorial'''
[[File:Youtube-Logo.png|link=https://www.youtube.com/watch?feature=shared&v=z44PkSNnT4k]]
<br><br>
===Key Benefits of Routing Forms===
* '''Increase Conversions and Customer Satisfaction:''' Direct clients to the most relevant resources, improving their experience.<br>
* '''Efficiently Collect Client Details:''' Gather important information seamlessly as clients fill out the form.<br>
* '''Reduce Time to Connect:''' Ensure clients are matched with the right team member quickly and easily.
<br><br>
'''Please note:'''
Routing forms feature is available to users on paid plans at all times.
The user with any access level can create routing forms but the meeting types they can select for the destinations depends on the current rights.
<br><br>
==How to Create a Routing Form==
Navigate to the Integrations & Plugins tab -> in User integrations click Enable Routing forms plugin.<br>
[[File:Sm routing form enable path.png|1200px|center|link=
https://help.simplymeet.me/images/4/45/Sm_routing_form_enable_path.png]]
<br><br>
Once it’s enabled you can also find it under the Meeting types -> Routing forms.
<br><br>
'''Step 1: Build an Intake Form'''<br>
1. '''Click on:''' Create New Routing form button. <br>
[[File:Sm create new routing form.png|1200px|center|link=https://help.simplymeet.me/images/f/fd/Sm_create_new_routing_form.png]]
<br><br>
2. '''Name Your Form:''' Enter a name for the routing form (for internal usage only).<br>
3. '''Optionally:''' Add a header, and description, change the button text. <br>
[[File:Sm routing forms header description button.png|1200px|center|link=https://help.simplymeet.me/images/b/b5/Sm_routing_forms_header_description_button.png]]
<br><br>
4. '''Add Questions:'''<br>
[[File:Sm routing form add questions.png|1200px|center|link=https://help.simplymeet.me/images/7/78/Sm_routing_form_add_questions.png]]
<br><br>
<ul style="list-style-type:circle;">
<li> Select a question format (choose from multiple formats available).</li>
<li> Decide if you’d like to make the question required.</li>
<li> Click “Save” to save your question or click the “Close” button to dismiss the question.</li>
<li> Click “Preview” to check if you are happy with your form.</li>
<li> Click “Next” if you are ready to move on to the next step.</li>
</ul>
<br><br>
'''Step 2: Set Up Your Routing Logic''' <br>(This step determines where clients will be directed based on their answers).<br><br>
[[File:Sm routing forms add route path.png|1200px|center|link=https://help.simplymeet.me/images/c/c5/Sm_routing_forms_add_route_path.png]]
'''For Matching Answers:'''<br>
1. Click "+Add route" and add a name to your route (for internal usage only).<br>
2. Choose the question from the drop-down menu and select the preferred answer.<br>
3. Click "+" to offer more than one answer for the same question.<br>
4. Click "+Add another question" to add additional logic for other question.<br>
5. Select one of the routing options:<br>
<ul style="list-style-type:circle;">
<li> '''Custom message'''</li>
<li> '''Meeting type'''</li>
<li> '''External URL'''</li>
</ul>
6. Click "Save" when ready.<br>
7. To add another route, select "+ Add route".
[[File:Sm route overview.png|1200px|center|link=https://help.simplymeet.me/images/c/c5/Sm_route_overview.png]]
<br><br>
'''For Non-Matching Answers:'''<br>
1. Click "In all other cases route to".<br>
2. Select a "Custom message".<br>
3. Edit the template for this custom message.<br>
4. Click "Save" when finished.
<br><br>
'''Step 3: Publish and Preview Your Form'''<br>
Once you’ve set up your form and routing logic, click “Publish form”.
<br><br>
'''Step 4: Share Your Form Link'''<br>
After publishing, you can share your Routing Form link with clients. This makes it easy for them to access and fill out the form.
<br><br>
==Viewing Responses==
After a Routing Form submission, you can view the responses and the final routing destination for each submission in the '''Results''' tab.
[[File:Sm routing forms results overview.png|1200px|center|link=https://help.simplymeet.me/images/c/c0/Sm_routing_forms_results_overview.png]]
<br><br>
You can also find a toggle in the Routing Forms → Results tab that lets users choose to receive form results by email.<br>The toggle is labeled '''Email Me the Results'''.<br>
When enabled, it allows users to specify how they want to receive notifications:

*Email all form results to me
*Email results to the scheduled user
<br>
This provides greater flexibility for different workflows and use cases.
<br>
Additionally, Owner users now have the ability to delete routing form results, giving them more control over their meeting data.
<br><br>

Recurring Meetings

2025-11-19T08:58:00Z

Admin: /* Notifications */

'''Recurring Meetings''' is a feature that lets you easily schedule repeat sessions directly from your internal SimplyMeet.me calendar. Perfect for setting up regular check-ins, training sessions, or consultations, all without repetitive manual scheduling.
<br><br>
==To schedule a recurring meeting:==
1. Navigate to '''Calendar''' -> '''SimplyMeet.me Calendar'''<br>
2. Click on any available time slot in your preferred calendar view<br>
3. In the meeting form, under '''Event Info / Meeting Type''', select your '''One-on-One Meeting Type''' or '''Group Meeting Type'''<br>
4. Scroll to the bottom of the form and find the '''The event is scheduled at''' with the repeat mode dropdown<br>
5. Choose your preferred repeat option to set how the meeting should recur.<br>
6. Meetings booked as part of a recurring pack will show a corresponding visual badge in meeting details within the SimplyMeet.me Calendar tab.
[[File:Sm recurring meetings mode path.png|1200px|center|link=https://help.simplymeet.me/images/2/2e/Sm_recurring_meetings_mode_path.png]]
<br><br>

==Available Repeat Options:==
* '''Do not repeat''' ''(Default)'' – A single, one-time meeting<br>
* '''Daily''' – One meeting every day<br>
* '''Weekly on [Day]''' – Every week on the same weekday
* '''Monthly on [first/second/third/last] [Day]''' – Once per month, based on the weekday<br>
* '''Annually on [Date]''' – Once a year (Feb 29 is not supported)<br>
* '''Every weekday''' – Monday through Friday<br>
* '''Custom''' – Manually select multiple specific dates
<br><br>
You’ll see a '''date preview''' where you can delete specific sessions before saving.
You can create '''up to 100 occurrences''' per meeting series.
[[File:Sm recurring meetings repeat options.png|1200px|center|link=https://help.simplymeet.me/images/6/61/Sm_recurring_meetings_repeat_options.png]]
<br><br>
==Managing Recurring Meetings==
* The '''Add to Calendar''' button in the confirmation email allows clients to add all sessions of a recurring meeting pack to their external calendar (Google, Outlook, Apple, etc.) at once.
:All participants will receive a confirmation email with the same option.
* '''A single unique video meeting link''' is used for all sessions.
* '''Rescheduling:''' You can reschedule individual sessions in the recurring pack using the Reschedule functionality.<br>
* '''Cancellation:''' You can cancel using one of the following:
:* '''Cancel this meeting''' (cancels just one)
:* '''Cancel this and the following meetings''' ''(available only from the Admin page)''
<br><br>

==Notifications==
* Recurring Meetings have their own dedicated email template, instead of using general email notifications navigate to Meeting types -> Notifications -> Email Notifications -> Recurring meeting confirmation template. When a recurring meeting is created the client (invitee) as well as added participants, receive the confirmation notification.
* If the individual session gets rescheduled, the confirmation of rescheduling is sent to the user, client, and participants.
* If one session is canceled, the user, client, and participants receive a cancellation notification.
* If one or multiple sessions are canceled at once, the user, client, and participants receive a cancellation notification.
<br><br>

==Important Notes==
* '''Availability is not checked''' for recurring sessions, and unavailable dates won’t be flagged.
* '''It’s not possible to accept payments''' for recurring meetings.
* Recurring meetings '''only work with Email notifications'''. Calendar notifications do not support sending all recurring dates at once or displaying full details reliably. To ensure clients receive complete information for all sessions, Email is the required notification method for recurring bookings.
* Clients '''cannot book recurring meetings via the public booking page''' — only the user can create them from the admin calendar.
<br><br>

The use of Organization Users tags

2025-09-17T12:27:23Z

Admin:

Organization users tags allow to easily filter organization members on the booking website and create widgets with the selected employees for further embedding to own website.
They are especially useful when there are numerous team members and it may take a long time for the client to find the right one on the organization booking site.</br>
<strong>Note:</strong> To be able to create tags you must be an owner of the organization.

<h2>Create tags</h2>
<p>
1. Navigate to your Settings -> '''[https://secure.simplymeet.me/organization/settings Organization settings]''' and select '''Custom settings''' tab.
[[File:Sm organization settings new.png|1200px|center|link=https://help.simplymeet.me/images/a/a3/Sm_organization_settings_new.png]]
</p>
<p>
2. Under "Organization Users Tags" create all the desired color-coded tags, set them in the necessary order for the booking website display.<br>
Each tag will also have unique id number, shown before its name(admin side only, it is not shown to clients), that can be later used for tag-specific widgets.
[[File:Create organization user tags new.png|1200px|center|link=https://help.simplymeet.me/images/3/34/Create_organization_user_tags_new.png]]
</p>
<h2>Assigning tags per user</h2>
<p>
1. As soon as all the necessary tags are created each team member can go to own '''Settings''' -> '''[https://secure.simplymeet.me/profile/edit Account Settings]''' and select '''Custom settings''' tab there.
[[File:Sm account settings path new.png|1200px|center|link=https://help.simplymeet.me/images/6/6c/Sm_account_settings_path_new.png]]
</p>
<p>
2. And assign the tags to own profiles in the "Organization Users Tags" section by clicking on them.
[[File:Sm select tags per account new.png|1200px|center|link=https://help.simplymeet.me/images/5/56/Sm_select_tags_per_account_new.png]]
</p>
<p>
3. After all the tags are assigned the clients will be able to click on tags to select/deselect them and see the related employees and book the meetings with them on the organization booking page.
[[File:Simplymeet tags client side results.png|1200px|center]]
</p>

Custom Domain

2025-09-17T12:23:34Z

Admin:

__NOTOC__
<p class="intercom-align-left">
Your scheduling page is available through '''[https://simplymeet.me/ simplymeet.me]''' by default. Your URL will look like this: [https://app.simplymeet.me/testsmaccount simplymeet.me/testsmaccount]
</p>
<p class="intercom-align-left">
Note:
<strong>This is a </strong>[https://simplymeet.me/en/pricing<strong>Paid plan</strong>]<strong> feature.</strong>
</p>
<p class="intercom-align-left">
If you’d like to use a different URL, you can create one by setting up a
<strong>custom domain</strong>. You can do so by:
</p>
<h1 id="1-enter-your-custom-domain" class="intercom-align-left">1. Enter your custom domain</h1>
<p class="intercom-align-left">
If you are setting custom domain on the ''user level'' - please enter the custom domain you want to use in your Settings -> [https://secure.simplymeet.me/profile/edit Account Settings] -> Custom settings -> Your own domain name.<br><br>
[[File:Sm account settings path new.png|1200px|center|link=https://help.simplymeet.me/images/6/6c/Sm_account_settings_path_new.png]]
[[File:Sm custom domain settings new.png|1200px|center|link=https://help.simplymeet.me/images/d/d2/Sm_custom_domain_settings_new.png]]
<br><br>
If you are setting custom domain on the ''organization level'' - please navigate to Settings -> '''[https://secure.simplymeet.me/organization/settings Organization settings]''' page -> Custom settings -> Your own domain name
[[File:Sm organization settings new.png|1200px|center|link=https://help.simplymeet.me/images/a/a3/Sm_organization_settings_new.png]]
[[File:Sm organization custom domain new.png|1200px|center|link=https://help.simplymeet.me/images/6/63/Sm_organization_custom_domain_new.png]]
<br><br>
Let’s use "<strong>book.example.com"</strong> as an example:
</p>
<p class="intercom-align-left">
</p>
<div class="intercom-container intercom-align-left">
[[File:Simplymeet_custom_domain_field.png|1200px|center]]
</div>
<h1 id="2-create-a-custom-cname-record" class="intercom-align-left">2. Create a custom CNAME record</h1>
<p class="intercom-align-left">
1.  Go to your DNS provider’s website (e.g.
[https://ie.godaddy.com/help/add-a-cname-record-19236 GoDaddy] or [https://www.cloudflare.com/dns/ Cloudflare]).
</p>
<p class="intercom-align-left">
2. Create a CNAME ("canonical name") record for your custom domain you entered in the Account Settings area of your SimplyMeet.me Custom Domain setting:
[https://secure.simplymeet.me/profile/edit https://secure.simplymeet.me/profile/edit] (as displayed in the screenshot above it will be <strong>book.example.com</strong> in this case).
</p>
<p class="intercom-align-left">
Whatever you enter in "Enter your custom domain" field will be your domain you have to add a CNAME record for.<br>
3. Point it at SimplyMeet.me host domain:
[http://custom.simplymeet.me <strong>custom.simplymeet.me</strong>.]
</p>
<p class="intercom-align-left">
A custom domain will be automatically secured with Let's Encrypt SSL certificate. There is no need to install the SSL certificate yourself.
</p>
<h1 id="3-test-your-connection" class="intercom-align-left">3. Test your connection</h1>
<p class="intercom-align-left">
If everything will be properly configured you can test your CNAME configuration by clicking on the green "Test" button.
</p>
<p class="intercom-align-left">
<strong>Note</strong> that CNAME record changes can take <strong>up to 24 hours</strong> to go into effect, but usually it's faster.
</p>
<h2 id="cloudflare-troubleshooting" class="intercom-align-left">Cloudflare troubleshooting</h2>
<p class="intercom-align-left">
If you are using Cloudflare, your SSL/TLS encryption mode can be set to
<strong>Off</strong> or <strong>Full. </strong>Make sure the <strong>Always Use HTTPS </strong>is disabled.
</p>
<p class="intercom-align-left">
The DNS CNAME record must be set to
<strong>DNS only<br>
</strong>
</p>
<div class="intercom-container intercom-align-left">
[[File:Simplymeet dns for domain.png|1200px|center]]
</div>

Cancellation policy

2025-09-17T12:20:09Z

Admin:

<br><br>
The cancellation policy feature in SimplyMeet.me allows users to set their terms for meeting cancellations and inform their clients about them through the booking site. <br>
This feature is especially useful for businesses or organisations that need to manage their schedule and avoid last-minute cancellations that can cause disruption or loss of revenue.<br>
Users can enable the cancellation policy on a user or organisation level, with the option to prioritise the organisation policy over individual policies.<br>
By setting clear and concise cancellation policies, businesses and organisations can help to ensure that their clients understand the terms of cancellation and avoid any misunderstandings or disputes. <br>The cancellation policy feature also helps to improve transparency and build trust between the business and their clients, as clients will feel more informed and empowered to make decisions that align with their needs.
<br>

==How to set on user level==

:1. Navigate to '''Settings''' -> '''[https://secure.simplymeet.me/profile/edit Account settings]''' page and select '''Custom settings''' tab.
[[File:Sm account settings path new.png|1200px|center|link=https://help.simplymeet.me/images/6/6c/Sm_account_settings_path_new.png]]
[[File:Sm custom settings user level path.png|1200px|center|link=https://help.simplymeet.me/images/0/0a/Sm_custom_settings_user_level_path.png]]
<br><br>
:2. Enable '''Cancellation policy'''
[[File:Sm user cancellation policy enable new.png|1200px|center|link=https://help.simplymeet.me/images/3/3f/Sm_user_cancellation_policy_enable_new.png]]
<br><br>
:3. Insert the text for the label and the cancellation policy text to the corresponding fields, set the timeframe for the meetings cancellations.
[[File:Sm cancellation policy settings new.png|1200px|center|link=https://help.simplymeet.me/images/1/13/Sm_cancellation_policy_settings_new.png]]
<br><br>
:4. As the result the clients will need to check the corresponding box on the booking website when confirming the reservation.<br>
:They can also click on the link to see full text of your cancellation policy in the popup.
[[File:Cancellation policy result booking site.png|1000px|center|link=https://help.simplymeet.me/images/6/67/Cancellation_policy_result_booking_site.png]]
<br><br>
==How to set on the organization level==

:1. Navigate to '''Settings''' -> '''[https://secure.simplymeet.me/organization/settings Organization settings]''' page, then select '''Custom settings''' tab.
[[File:Sm organization settings new.png|1200px|center|link=https://help.simplymeet.me/images/a/a3/Sm_organization_settings_new.png]]
[[File:Sm organization settings path new.png|1200px|center|link=https://help.simplymeet.me/images/c/c3/Sm_organization_settings_path_new.png]]
<br><br>
:2. Enable '''Cancellation policy'''
[[File:Sm organization cancellation policy enable.png|1200px|center|link=https://help.simplymeet.me/images/9/99/Sm_organization_cancellation_policy_enable.png]]
<br><br>
:3. Insert the text for the label and the cancellation policy text to the corresponding fields. Set the time restrictions for meetings cancellations if necessary.
:Save settings.
[[File:Sm organization cancellation policy add settings new.png|1200px|center|link=https://help.simplymeet.me/images/e/e6/Sm_organization_cancellation_policy_add_settings_new.png]]
<br><br>
:4. (optional) You can also enable the option '''Use organisation cancellation policy as priority''' to overwrite all your organization members' cancellation policies.
<br><br>
:5. As the result the clients will need to check the corresponding box on the booking website when confirming the reservation to agree to your policy.<br>
:They can also click on the link to see full text of your cancellation policy in the popup.
[[File:Cancellation policy result booking site.png|1000px|center|link=https://help.simplymeet.me/images/6/67/Cancellation_policy_result_booking_site.png]]
<br><br><br><br>

File:Sm select tags per account new.png

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Admin: Admin moved page File:Sm organization calcellatio policy enable.png to File:Sm organization cancellation policy enable.png

#REDIRECT [[File:Sm organization cancellation policy enable.png]]

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2025-09-17T11:59:17Z

Admin: Admin moved page File:Sm organization calcellatio policy enable.png to File:Sm organization cancellation policy enable.png

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2025-09-17T11:59:00Z

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