SimplyMeet.me - User contributions [en]

Calendar Integrations

2026-06-11T12:19:13Z

Admin:

*<div class="article">[[Getting_Started_with_SimplyMeet.me#Step_1._Connect_your_online_Calendar|Connecting calendar to the account]]</div>
*<div class="article">[[Do I have to connect my online calendar in order to start accepting meetings]]</div>
*<div class="article">[[How to connect your NextCloud Calendar]]</div>
*<div class="article">[[How to connect your FastMail Calendar]]</div>
*<div class="article">[[How to connect your Zoho Calendar]]</div>
*<div class="article">[[How to connect Zimbra Calendar]]</div>
*<div class="article">[[Daylite Integration]]</div>
*<div class="article">[[Connecting Baikal calendar works but the availability is not loading]]</div>
*<div class="article">[[How to connect multiple calendars at once (Google, Office365, FastMail)]]</div>
*<div class="article">[[Connect Your Calendar with CalDAV]]</div>

Calendar Integrations

2026-06-11T12:17:51Z

Admin:

*<div class="article">[[Getting_Started_with_SimplyMeet.me#Step_1._Connect_your_online_Calendar|Connecting calendar to the account]]</div>
*<div class="article">[[Do I have to connect my online calendar in order to start accepting meetings]]</div>
*<div class="article">[[How to connect your NextCloud Calendar]]</div>
*<div class="article">[[How to connect your FastMail Calendar]]</div>
*<div class="article">[[How to connect your Zoho Calendar]]</div>
*<div class="article">[[How to connect Zimbra Calendar]]</div>
*<div class="article">[[Daylite Integratio]]</div>
*<div class="article">[[Connecting Baikal calendar works but the availability is not loading]]</div>
*<div class="article">[[How to connect multiple calendars at once (Google, Office365, FastMail)]]</div>
*<div class="article">[[Connect Your Calendar with CalDAV]]</div>

Calendar Integrations

2026-06-11T12:15:05Z

Admin:

How to Block Off Dates / Times in SimplyMeet

2026-05-12T12:16:08Z

Admin: Created page with "There are several ways to block off dates and times in SimplyMeet, depending on your setup and scheduling needs. <br><br> =1. Block Dates for a Specific Meeting Type= You can block off dates/times by adjusting the availability settings for each meeting type individually.<br> ;Steps: 1. Go to '''Meeting Types'''<br> 2. Select the desired meeting type<br> 3. Open the '''Availability''' section<br> 4. Navigate to '''Specific Dates'''<br> Please refer to the attached screen..."

There are several ways to block off dates and times in SimplyMeet, depending on your setup and scheduling needs.
<br><br>
=1. Block Dates for a Specific Meeting Type=
You can block off dates/times by adjusting the availability settings for each meeting type individually.<br>
;Steps:
1. Go to '''Meeting Types'''<br>
2. Select the desired meeting type<br>
3. Open the '''Availability''' section<br>
4. Navigate to '''Specific Dates'''<br>

Please refer to the attached screenshot for visual guidance.
[[File:Sm meeting type dates schedule.png|1200px|center|link=https://help.simplymeet.me/images/1/12/Sm_meeting_type_dates_schedule.png]]
<br><br>
:'''Note:''' The Specific Dates schedule always overrides the regular weekly availability configured for the meeting type.
<br><br>
=2. Block Dates Using an External Calendar=
If you have an external calendar connected to your account and enabled for conflict check, you can block off dates and times directly in that calendar.<br>

To ensure the time is unavailable for booking:<br>
* Create an event in your connected external calendar<br>
* Set the event status to '''Busy'''<br>
* Make sure that the calendar is set for '''conflict check''' for all meeting types in<br>
:::Integrations & Plugins > Calendar integrations,
Or if you only need it for a specific meeting type, go to<br>
:::Meeting type > Show advanced settings > Customized calendar settings.
<br><br><br><br>

File:Sm meeting type dates schedule.png

2026-05-12T12:15:24Z

Admin:

No-Shows

2026-05-12T12:07:40Z

Admin: Admin moved page No-Shows to No-Shows & Private Notes

#REDIRECT [[No-Shows & Private Notes]]

No-Shows & Private Notes

2026-05-12T12:07:40Z

Admin: Admin moved page No-Shows to No-Shows & Private Notes

Keeping track of client attendance and important booking details is essential for smooth operations. With No-Shows and Private Notes, you can manage your schedule more effectively and store key information directly within each booking—helping you stay organized, informed, and prepared for every meeting.
<br><br>
=Marking Bookings as No-Show=
If a client does not attend a scheduled meeting, you can mark the booking as a '''No-Show''' directly from the admin interface.<br><br>
;How it works
1. Go to the Calendar section<br>
2. Select the Scheduled Meetings tab in the top right corner<br>
3. Click the 3 dots icon next to the passed meeting<br>
4. Select No-Show
<br><br>
'''Please note:'''
* No-Show status can be applied to '''past bookings only'''
* The update is done from the admin side
* This status is used only for internal tracking and reporting
[[File:Sm no show path.png|1200px|center|link=https://help.simplymeet.me/images/6/6b/Sm_no_show_path.png]]
<br><br>
=Adding Private Notes=
You can add private notes to any booking to store useful information related to the appointment. The added comments are '''visible only on the admin side''', clients '''cannot see''' these notes. You can update or add details at any time.<br><br>
;How it works
1. Go to Calendar section
2. Select the Scheduled Meetings tab in the top right corner
3. Click the 3 dots icon next to the passed meeting
4. Add private note
5. To view the added notes click on a Note icon next to a booking
<br><br>
;What can you use comments for?
* Notes about client preferences or behaviour<br>
* Context for follow-ups or future meetings<br>
* Internal communication between team members<br>
* Additional details discussed during the meeting.
[[File:Sm add note path.png|1200px|center|link=https://help.simplymeet.me/images/7/7f/Sm_add_note_path.png]]
<br><br><br><br>

No-Shows & Private Notes

2026-05-12T12:07:16Z

Admin: Created page with "Keeping track of client attendance and important booking details is essential for smooth operations. With No-Shows and Private Notes, you can manage your schedule more effectively and store key information directly within each booking—helping you stay organized, informed, and prepared for every meeting. <br><br> =Marking Bookings as No-Show= If a client does not attend a scheduled meeting, you can mark the booking as a '''No-Show''' directly from the admin interface.<b..."

File:Sm add note path.png

2026-05-12T12:06:19Z

Admin:

File:Sm no show path.png

2026-05-12T12:05:29Z

Admin:

Getting Started with SimplyMeet.me

2026-05-12T11:45:13Z

Admin: /* Step 1. Connect your online Calendar */

<p class="no-margin">
Follow these simple steps and you’ll get your SimplyMeet.me account up and running in no time.
</p>
<p class="no-margin">
'''Video''' [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=qieY40PYMeQ]]
</p>
=Option 1. Use onboarding tour=

After you create an account you will be guided through the onboarding steps to show the main settings. It will also allow you to have a bookable meeting type ready just in a few minutes.

1. The first step suggests to create your first meeting type.
You can add '''a)''' its name; '''b)''' adjust availability and '''c)''' duration.
[[File:Sb onboarding step 1.png|1200px|center|link=https://help.simplymeet.me/images/a/a4/Sb_onboarding_step_1.png]]
<br><br>
2. On the next step you can connect your calendar that will be used to sync the availability and booked meetings with.
It is also possible to skip this step and use internal SimplyMeet.me calendar only.
(you will be able to add more adjustments later if needed)
[[File:Sm onboarding connect calendar.png|1200px|center|link=https://help.simplymeet.me/images/8/81/Sm_onboarding_connect_calendar.png]]
<br><br>
=Option 2. Adding settings if the onboarding was skipped=
==Step 1. Connect your online Calendar==
<p class="no-margin">
First things first, let’s get your online calendar connected to SimplyMeet.me so the booked meetings can be added there and so you're never double booked.
</p>

<p class="no-margin">
You can connect the following calendars (up to 3 at once):
</p>
<ol>
<li>Google</li>
<li>Outlook/Office 365</li>
<li>iCloud</li>
<li>Zoho Calendar</li>
<li>[[How to connect your FastMail Calendar|FastMail]]</li>
<li>[[How to connect your NextCloud Calendar|NextCloud]]</li>
<li>[[How to connect Zimbra Calendar|Zimbra]]</li>
<li>[[Daylite Integration|Daylite]]</li>
<li>Mailo</li>
<li>And any CalDAV compatible calendar.</li>
</ol>
<br>
'''Let's connect the calendar account:'''
<ol>
<li>Go to <strong>[https://secure.simplymeet.me/calendars Calendar Integration]</strong> page.</li>
<li>Click on '''Add calendar account''' button and choose your Calendar type or CalDAV connection.
</li>
</ol>
<p>
[[File:Add calendar account new sm.png|1200px|center|link=https://help.simplymeet.me/images/6/69/Add_calendar_account_new_sm.png]]
</p>
<p>
[[File:Sm new calendars list.png|1200px|center|link=https://help.simplymeet.me/images/a/a1/Sm_new_calendars_list.png]]
</p>
<p>
3. To connect your calendar, click Connect next to your calendar type.
</p>
<p>
'''Note:''' After clicking '''Connect''', you will either be redirected to your calendar provider to complete the integration automatically, or you’ll see a page with step-by-step instructions for manual setup, including where to enter your credentials.
</p>
4. Once the calendar is connected, you’ll see the details of the currently linked calendar.

==Step 2. Customize a Meeting Type==
<p class="no-margin">
Meeting Types help you customize your availability, time zone, meeting duration, email reminders and more of your meetings.
</p>
<ol>
<li>Go to [https://secure.simplymeet.me/event_types/#/ Meeting Types] page.</li>
<li>Edit the default meeting type or create a new one with your custom availability and configuration.</li>
<div class="intercom-container">
[[File:Sm create new meeting type path upd.png|1200px|center|link=https://help.simplymeet.me/images/c/c0/Sm_create_new_meeting_type_path_upd.png]]
</div>
<li>(optional) You can select the specific calendars to be checked for conflicts per each meeting type if necessary. This settings has higher priority than the one in Calendar integrations.<br>
'''Note!''' If you have different calendars checked for conflicts per meeting type, it will be possible to have booked meetings for one and the same date&time for different meeting types.
[[File:Custom calendar settings per meeting type path.png|1200px|center|link=https://help.simplymeet.me/images/6/6c/Custom_calendar_settings_per_meeting_type_path.png]]</li>
</ol>
<br>
==Step 3. Share your Booking Page Link==
<p class="no-margin">
Right now that you have the Calendar connected and your first meeting type created, you can share your booking page link with your invitees.
</p>
<p class="no-margin">
The link to your scheduling page is available in the top right corner.
</p>
<div class="intercom-container">
[[File:Simplymeet booking page link.png|1200px|center]]
</div>
<p class="no-margin">
The booking page will show your availability according to your connected calendar and the configured meeting type. 
</p>
<p class="no-margin">
By default, the newly created meeting type defines the following availability rules:
</p>
<ul>
<li>I'm unavailable on Saturdays and Sundays.</li>
<li>I'm available from 8 am to 4 pm from Monday to Friday.</li>
</ul>
<p class="no-margin">
You can change these rules according to your needs in the Meeting Type configuration later on.
</p>
<p class="no-margin">
</p>
==Step 4. Schedule a Meeting==
<p class="no-margin">
Open your booking page link in the browser and book a test meeting with yourself.
</p>
<h1 id="but-wait--theres-more">But wait ... there’s more!</h1>
<p class="no-margin">
Once you’ve got these steps under control, there’s plenty more to explore in SimplyMeet.me.
</p>
<ul>
<li>Add your branding. Use SimplyMeet.me from your [[Custom Domain|domain]]. </li>
<li> [[Customize your scheduling page|Customize the scheduling page]] so it matches your brand. </li>
<li>Create a dedicated [[Create and manage a team|scheduling system for your organization.]] </li>
<li>[[Integrations|Integrate]] with Microsoft Teams and many more applications.</li>
</ul>
<p class="no-margin">
Continue your journey with SimplyMeet.me by checking out our
[[Help_Center|Knowledge Base]] or reaching out to our helpful support team to hone your SimplyMeet.me experience.
</p>

Daylite Integration

2026-05-12T11:44:35Z

Admin: Created page with "When using Daylite calendar integration, there are important limitations to consider, especially when working with external calendars and recurring events. <br> '''1. iCloud Integration & Busy/Free Status'''<br> While Daylite provides explicit '''Busy/Free statuses''' for its own events, there is a limitation when external calendars—such as iCloud—are involved (iCloud → Daylite → SimplyMeet.me).<br> iCloud events that appear in Daylite are synced via Apple’s E..."

When using Daylite calendar integration, there are important limitations to consider, especially when working with external calendars and recurring events.
<br>
'''1. iCloud Integration & Busy/Free Status'''<br>
While Daylite provides explicit '''Busy/Free statuses''' for its own events, there is a limitation when external calendars—such as iCloud—are involved (iCloud → Daylite → SimplyMeet.me).<br>

iCloud events that appear in Daylite are synced via Apple’s EventKit framework. This means they are only '''locally mirrored''' in Daylite and are not actually stored within the system.<br>

Because of this:<br>
* Busy/Free statuses from iCloud events may not be correctly passed through Daylite to SimplyMeet
* These events may not block availability in external booking systems
<br>
To resolve this issue, please connect your external calendars directly to your SimplyMeet account, bypassing Daylite as an intermediary.
<br><br>
'''2. Recurring Events & Busy Status'''<br>
Currently, '''recurring events are not supported by the Daylite API.'''
<br>
While the initial (base) event of a recurring series may be accessible, the individual recurring instances and their details are '''not returned through the API.'''<br>
As a result:
* Recurring appointments may not be fully recognized by external systems
* Their Busy status may not be applied correctly for availability or conflict checks<br>
These limitations should be taken into account when configuring calendar integrations and availability rules.
<br><br><br><br>

Booking Links

2026-05-12T11:29:06Z

Admin: Created page with "__NOTOC__ =Personal Website vs Organization Website= SimplyMeet.me offers two types of booking pages: <br><br> ==Personal Website== This is your individual booking page.<br> * Shows only your meeting types * Used when clients book directly with you * Ideal for freelancers or individual team members <br><br> ==OrganizationWebsite== This is your team booking page. It provides a simple and intuitive way for clients to schedule meetings with your team — whether they want t..."

__NOTOC__
=Personal Website vs Organization Website=
SimplyMeet.me offers two types of booking pages:
<br><br>
==Personal Website==
This is your individual booking page.<br>
* Shows only your meeting types
* Used when clients book directly with you
* Ideal for freelancers or individual team members
<br><br>
==OrganizationWebsite==
This is your team booking page. It provides a simple and intuitive way for clients to schedule meetings with your team — whether they want to choose a specific person or book with any available provider.<br>
* Shows '''all teammates and meeting types'''
* Allows clients to:
** Choose a specific team member
**Or book with any available provider
*Ideal for teams and businesses
<br><br>
==Booking Options==
By default, the Organization Website includes two main tabs that structure how clients interact with your team.<br>
'''First tab: Select a Provider'''<br>
Clients choose a specific team member.
<br>
Best when:
* They know who they want to meet
* They need a specific expert
* They prefer continuity
<br>
'''Second tab: Any Provider (Round-Robin)'''<br>
Clients select a meeting type, and the system assigns an available teammate automatically.
<br>
Best when:
* Speed is important
* Any team member can handle the request
* You want to distribute bookings evenly
<br><br>
==Booking Links==
Each booking page has its own unique link that you can share with your clients.<br>
'''To find your booking page links:'''
::Inside your account, click “My booking website” in the top right corner<br>
There you will find:
* Your '''Personal website link''' (for individual services and direct client relationships)
* Your '''Organization website link''' (when working as a team or offering shared services. Available only if you have created an Organization)<br>
[[File:Sm booking links.png|1200px|center|link=https://help.simplymeet.me/images/1/19/Sm_booking_links.png]]
<br><br>
''If you want to send clients to a '''specific meeting type''' instead of the full booking page, you can also use dedicated meeting links available within each meeting type. They can be found in Meeting types -> Share.''
<br><br>
==Customization==
You can adapt the booking page to your brand:<br>
* Rename tabs (e.g. “Our Team”, “Quick Booking”) from Settings -> '''Custom translations.'''
* Hide tabs using '''Custom CSS''' from Settings -> Appearance.
[[File:Sm custom css path newupd.png|1200px|center|link=https://help.simplymeet.me/images/0/06/Sm_custom_css_path_newupd.png]]
<br><br>
Other available basic customization:<br>
Go to '''Settings''' -> '''Appearance''' to update:
* Colors
* Logo
* Branding

File:Sm custom css path newupd.png

2026-05-12T09:59:04Z

Admin:

File:Sm booking links.png

2026-05-12T09:52:36Z

Admin:

Time Zones

2026-05-12T09:42:49Z

Admin: Created page with "Managing meetings across different locations can quickly become confusing—but with flexible time zone settings, you can ensure that every booking shows the correct time for everyone involved. <br><br> With SimplyMeet.me, you can:<br> *Automatically adjust meeting times to your client’s local time zone<br> *Set fixed time zones for specific meeting types when needed<br> *Allow each team member to use their own time zone <br> This ensures that everyone always sees the..."

Managing meetings across different locations can quickly become confusing—but with flexible time zone settings, you can ensure that every booking shows the correct time for everyone involved.
<br><br>
With SimplyMeet.me, you can:<br>
*Automatically adjust meeting times to your client’s local time zone<br>
*Set fixed time zones for specific meeting types when needed<br>
*Allow each team member to use their own time zone
<br>
This ensures that everyone always sees the right time, every time.<br>
<br>
;How It Works
'''1. Account Time Zone'''<br>
Your main account time zone defines your default scheduling environment.<br>
To update it:<br>
'''Go to:'''<br>
:Settings → Account settings → Time zone
This is the base time zone used for your availability and internal scheduling unless overridden elsewhere.
[[File:Sm account settings timezone path.png|1200px|center|link=https://help.simplymeet.me/images/4/41/Sm_account_settings_timezone_path.png]]
<br><br>
'''2. Meeting Type Time Zone'''<br>
You can customize how time is displayed for each meeting type individually. This is especially useful if you:<br>
* Work with clients in different countries
* Offer region-specific services
* Want consistent timing regardless of client location
To adjust this:<br>
'''Go to:'''<br>
:Meeting types → Select a meeting type → See advanced settings → Additional options → Time zone<br>
You’ll have two main options:<br>
* '''Fixed time zone''' – The meeting always takes place in the selected time zone
* '''Client time zone (automatic)''' – The system detects and displays time in your client’s local time zone
[[File:Sm timezone settings per meeting type.png|1200px|center|link=https://help.simplymeet.me/images/3/38/Sm_timezone_settings_per_meeting_type.png]]
<br><br>
'''3. Team Member Time Zones'''<br>
If you’re working in a team, each user can set their own individual time zone.<br>
This is particularly useful for distributed teams, as it ensures:<br>
* Accurate availability for each team member
* Correct time display in bookings
* Smooth coordination across different regions
<br>
Each user manages their own time zone in their personal account settings.
<br><br><br><br>

File:Sm timezone settings per meeting type.png

2026-05-12T09:41:15Z

Admin:

File:Sm account settings timezone path.png

2026-05-12T09:41:04Z

Admin:

Login as User

2026-05-12T09:31:45Z

Admin:

The '''Log in as User''' feature allows '''Organization Owners''' to securely access individual user accounts within their SimplyMeet.me organization only '''after the user has given consent'''.<br>
==How to Enable and Use the Feature==
Step 1. Enable the Feature
:1. Go to Organization
:2. Open Settings → General Information
:3. Enable the “Log in as User” toggle
[[File:Sm login as user new.png|1200px|center|link=https://help.simplymeet.me/images/2/20/Sm_login_as_user_new.png]]
<br><br>
Step 2. Log in as a User
:1. Go to Organization → Overview
:2. Click the three-dot menu next to the user’s name
:3. Select “Log in as User”
'''Please note!''' This option only appears after the user has granted consent.
<br><br>
;Who Can Use It
* '''Owners''': Have access to this feature by default (once user consent is given).
* '''Managers''': Can be granted access by the Owner under '''Organization Settings''' -> '''User roles & access'''.
[[File:Sm allow to login as user for manager.png|1200px|center|link=https://help.simplymeet.me/images/6/62/Sm_allow_to_login_as_user_for_manager.png]]
* '''Members''': Cannot access this feature.
<br><br>
-----
;Where to Find the Option
1. Go to '''Organization''' -> '''Overview'''.<br>
2. Click the '''three-dot menu''' next to the user’s name.<br>
3. Select '''Log in as User'''.
<br><br>
'''Please note!''' This option will only appear after the user has granted consent.
[[File:Login as user path sm.png|1200px|center|link=https://help.simplymeet.me/images/0/05/Login_as_user_path_sm.png]]
<br><br>
;User Consent Requirements
For privacy and security, consent is required before any user account can be accessed:<br>
* '''New Users''': Consent is requested in the invitation email when they’re added to the organization.
* '''Existing Users''': A one-time pop-up form will appear the next time they log in, asking them to agree to grant administrative access.
<br><br>
-----
;Returning to Your Own Account
After using the “Log in as User” feature, simply click '''Go back to Organization''' in the left-side menu to return to your main account.
[[File:Sm go back to organization path.png|1200px|center|link=https://help.simplymeet.me/images/1/1f/Sm_go_back_to_organization_path.png]]
<br><br>

File:Sm login as user new.png

2026-05-12T09:30:40Z

Admin:

Pre-populate invitee information on the scheduling page

2026-05-12T09:25:53Z

Admin:

<p class="no-margin">
You can pre-populate the booking page form with an invitee information. SimplyMeet.me will then display an invitee specific information on the booking page.
</p>
<p class="no-margin">
You can pre-populate:
</p>
<ul>
<li>full name</li>
<li>email</li>
<li>phone number</li>
<li>participants emails</li>
<li>multiple meetings timeslots</li>
<li>custom questions</li>
</ul>
<p class="no-margin">
Here is an example link with the '''client details''':
</p>
<pre>
https://app.simplymeet.me/15min-discovery?name=Tom%20Doe&email=tom@example.com&phone=%2B48%20123456789
</pre>
<p class="no-margin">
And this is how the form on the booking page will be pre-populated:
</p>
<div class="intercom-container">
[[File:Simplymeet client details in the url.png|1200px|center]]
</div>
<p class="no-margin">
The space between words must be separated by
<strong>%20</strong> char, e.g. "Tom<strong>%20</strong>Doe" results in "Tom Doe".
</p>
<p class="no-margin">
The phone query parameter must be prefixed with
<strong>%2B </strong>(which is <strong>+</strong> sign). Then <strong>%20 </strong>char and the phone number, which will result in phone number like<strong> +48 123456789</strong>.
</p>

For '''the participants emails''' you can use a link like this(including the client name, email & phone number:
<pre>
https://app.simplymeet.me/15min-discovery?name=Tom%20Doe&email=tom@example.com&phone=%2B48%20123456789&participants[]=testemail@gmail.com&participants[]=testemail2@gmail.com
</pre>

For multiple meetings you need to enable Multiple meetings integration.<br>
'''Please note!'''
* You have to indicate the timezone in the url
* The times in the url should be indicated in the UTC and then the system will calculate the difference either taking the timezone from the corresponding meeting type (if you have timezone fixed there), or calculate the times to be shown to the client on the booking website depending on the time difference with UTC.
Here is the url example:
<pre>
https://app.simplymeet.me/15min-discovery?name=Tom%20Doe&email=tom@example.com&phone=%2B48%20123456789&participants[]=testemail@gmail.com&participants[]=testemail2@gmail.com&multiple_times[]=2023-11-01%2009:00&multiple_times[]=2023-11-01%2010:00&timezone=Europe/Kyiv
</pre>
And for '''the custom questions''', you need to use '''&questions[uuid of your question]=value''', where
'''UUID''' is automatically generated upon your question creation. Simply click “Copy UUID” next to the ready question in Meeting types//Questions
[[File:Sm copy question uuid.png|1200px|center|link=https://help.simplymeet.me/images/0/02/Sm_copy_question_uuid.png]]
<br><br>
Here is the url example:
<pre>
https://app.simplymeet.me/15min-discovery?name=Tom%20Doe&email=tom@example.com&phone=%2B48%20123456789&participants[]=testemail@gmail.com&participants[]=testemail2@gmail.com&multiple_times[]=2023-11-01%2009:00&multiple_times[]=2023-11-01%2010:00&timezone=Europe/Kyiv&questions[84b5416d-10a8-4df7-9af2-f3d804a42fc1]=Instagram
</pre>
<br><br>
'''Please note!''' For the pre-fill to work correctly, the value passed in the URL must match the field’s input type.<br>

Date field → must be in yyyy-mm-dd format<br>
Checkbox → use 1, yes, or true<br>
Select → must match one of the existing option values defined for that field<br>
One-line / Multiple-line text → plain text input<br>
<br>
If the format is incorrect, the field will remain empty.
<br><br>
'''Hiding Pre-filled Questions'''
<br>
In some cases, you may want to capture data (like a lead source or internal ID) without showing the field to the user. You can achieve this by combining URL parameters with custom CSS.<br>
1. Find the specific question in your Meeting Type // Questions and click '''Copy UUID.'''
2. Add Custom CSS<br>
To hide the pre-filled question from the booking interface, navigate to Settings // Appearance // Custom CSS and use the following syntax (replacing the ID with your specific UUID):
<pre>
.question--e0585e89-c483-48f3-8ad2-2bba5802bb9e {
display: none;
}
</pre>
<br>
By applying this style, the question remains functional and will still collect the data passed via the URL, but it will be invisible to the invitee.
<br><br><br><br>

File:Sm copy question uuid.png

2026-05-12T09:21:45Z

Admin:

Approve Meetings

2026-05-12T09:03:34Z

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>
=Admin app=
The Approve Meetings functionality is available in the Admin app.
<br><br>
To use it, you need to update the Admin app to version 1.13.2 via the App Store or Google Play.<br>
Once updated, pending meeting requests can be managed in Scheduled meetings, or via the Calendar by clicking on a pending booking to see its details.<br>
From there, you can approve or decline requests directly in the app.
<br><br><br><br>

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:

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:

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2026-02-18T12:39:49Z

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2026-02-18T12:39:40Z

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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

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2026-01-07T14:01:32Z

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2026-01-07T14:00:24Z

Admin: