Team Scheduling - Revision history

Admin at 08:43, 6 August 2025

2025-08-06T08:43:46Z

← Older revision		Revision as of 08:43, 6 August 2025
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	[[File:Sm calendar teammates selection.png\|1200px\|center\|link=https://help.simplymeet.me/images/e/e2/Sm_calendar_teammates_selection.png]]		[[File:Sm calendar teammates selection.png\|1200px\|center\|link=https://help.simplymeet.me/images/e/e2/Sm_calendar_teammates_selection.png]]
	<br><br>		<br><br>
	Your selection is automatically saved, meaning the teammates you choose to view will remain visible until you manually change the filter again. The default Teammates view will always reflect your most recent selection.		Your selection is automatically saved, meaning the teammates you choose to view will remain visible until you manually change the filter again. The default Teammates view will always reflect your most recent selection.<br>
	3. Identify a suitable time slot by reviewing color-coded availability indicators.		3. Identify a suitable time slot by reviewing color-coded availability indicators.
	[[File:Sm teammates calendar view new.png\|1200px\|center\|link=https://help.simplymeet.me/images/c/cb/Sm_teammates_calendar_view_new.png]]		[[File:Sm teammates calendar view new.png\|1200px\|center\|link=https://help.simplymeet.me/images/c/cb/Sm_teammates_calendar_view_new.png]]

Admin at 08:42, 6 August 2025

2025-08-06T08:42:46Z

← Older revision		Revision as of 08:42, 6 August 2025
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	* Manually select teammates using the Filter option, or<br>		* Manually select teammates using the Filter option, or<br>
	* Click the Show All Teammates button to display all teammates’ calendars.<br>		* Click the Show All Teammates button to display all teammates’ calendars.<br>
			[[File:Sm calendar teammates selection.png\|1200px\|center\|link=https://help.simplymeet.me/images/e/e2/Sm_calendar_teammates_selection.png]]
			<br><br>
	Your selection is automatically saved, meaning the teammates you choose to view will remain visible until you manually change the filter again. The default Teammates view will always reflect your most recent selection.		Your selection is automatically saved, meaning the teammates you choose to view will remain visible until you manually change the filter again. The default Teammates view will always reflect your most recent selection.
	3. Identify a suitable time slot by reviewing color-coded availability indicators.		3. Identify a suitable time slot by reviewing color-coded availability indicators.

Admin at 13:37, 5 August 2025

2025-08-05T13:37:32Z

← Older revision		Revision as of 13:37, 5 August 2025
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	1. Navigate to the SimplyMeet.me calendar and select '''Teammmates Calendar View'''.<br>		1. Navigate to the SimplyMeet.me calendar and select '''Teammmates Calendar View'''.<br>
	2. ~~Apply filters~~ to ~~focus on specific team members’ schedules~~.<br>		In the Teammates view of the SimplyMeet.me Calendar, only one calendar - the account user’s own - is displayed by default.<br>
			2. To view calendars for other teammates:<br>
			* Manually select teammates using the Filter option, or<br>
			* Click the Show All Teammates button to display all teammates’ calendars.<br>
			Your selection is automatically saved, meaning the teammates you choose to view will remain visible until you manually change the filter again. The default Teammates view will always reflect your most recent selection.
	3. Identify a suitable time slot by reviewing color-coded availability indicators.		3. Identify a suitable time slot by reviewing color-coded availability indicators.
	[[File:Sm teammates calendar view new.png\|1200px\|center\|link=https://help.simplymeet.me/images/c/cb/Sm_teammates_calendar_view_new.png]]		[[File:Sm teammates calendar view new.png\|1200px\|center\|link=https://help.simplymeet.me/images/c/cb/Sm_teammates_calendar_view_new.png]]
			We’ve added a visual indicator to show which teammates have connected their calendars and which have not. This badge improves transparency and makes it easier to see who has completed calendar integration—especially helpful when using the '''Team Scheduling feature''' for internal meetings.<br>
			If a teammate hasn’t connected a calendar, you’ll see the status badge '''User did not connect a calendar''' next to their name in the '''Teammates Calendar View''' within the SimplyMeet.me Calendar.<br>
			This update helps teams schedule meetings more efficiently and prevents confusion caused by unavailable or missing calendar data.
	<br><br>		<br><br>
	'''Step 5: Schedule a Meeting'''		'''Step 5: Schedule a Meeting'''

Admin at 12:17, 19 June 2025

2025-06-19T12:17:27Z

← Older revision		Revision as of 12:17, 19 June 2025
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	<br><br>		<br><br>
	==Participant Availability Check==		==Participant Availability Check==
	To ~~help~~ ensure smoother scheduling a ~~“Check~~ participant ~~availability” confirmation has been added to the meeting form~~.<br>		To ensure smoother scheduling, our meeting booking form includes a built-in participant availability check.<br>
	~~If some~~ of ~~the~~ participants ~~have an external event at~~ the selected time, ~~etc~~. the ~~system will check it and show the popup listing these participants~~.~~<br>~~
	~~You will have~~ the ~~choice either~~ to ~~confirm booking~~ even if ~~someone is busy at that time, or quit~~ and ~~change~~ the ~~time or~~ the ~~participants depending on your needs~~.		;How it works:
	<br><br>		* When scheduling a meeting, the system automatically checks the availability of all added participants from your organization for the selected time.
			* If everyone is available, the meeting is booked without any issues.
			* If someone is unavailable, an error message appears:

			: - Notifies that one or more participants are unavailable.
			: - Highlights the specific email addresses of those who are unavailable.


			At that point, the user can choose to:
			* Proceed with scheduling the meeting, keeping all participants — even if some are unavailable (all participants receive the meeting invite).
			* Remove the unavailable participant(s) and continue with only those who are free (the kept participants receive the invite).
			[[File:Schedule conflict sm.png\|1200px\|center\|link=https://help.simplymeet.me/images/8/86/Schedule_conflict_sm.png]]
			<br><br><br><br>

Admin at 10:09, 19 June 2025

2025-06-19T10:09:36Z

← Older revision		Revision as of 10:09, 19 June 2025
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	4. Fill in the meeting details and confirm the appointment.<br>		4. Fill in the meeting details and confirm the appointment.<br>
	5. The selected teammate will be the meeting host.		5. The selected teammate will be the meeting host.
			<br><br>
			==Participant Availability Check==
			To help ensure smoother scheduling a “Check participant availability” confirmation has been added to the meeting form.<br>
			If some of the participants have an external event at the selected time, etc. the system will check it and show the popup listing these participants.<br>
			You will have the choice either to confirm booking even if someone is busy at that time, or quit and change the time or the participants depending on your needs.
	<br><br>		<br><br>

Admin at 10:42, 10 March 2025

2025-03-10T10:42:44Z

← Older revision		Revision as of 10:42, 10 March 2025
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	* Supports Google, Outlook, and other calendar types.<br>		* Supports Google, Outlook, and other calendar types.<br>
	* Displays only "busy" events for all calendars except Outlook, which shows events with all statuses.<br>		* Displays only "busy" events for all calendars except Outlook, which shows events with all statuses.<br>
	* Available only via the ~~“Users”~~ Calendar View. <br>		* Available only via the “Teammates” Calendar View. <br>
	* Events are color-coded for quick identification.<br>		* Events are color-coded for quick identification.<br>
	* External events can be clicked to view details in a popup but cannot be edited or removed.		* External events can be clicked to view details in a popup but cannot be edited or removed.
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	[[File:Sm give access to option.png\|1200px\|center\|link=https://help.simplymeet.me/images/d/d0/Sm_give_access_to_option.png]]		[[File:Sm give access to option.png\|1200px\|center\|link=https://help.simplymeet.me/images/d/d0/Sm_give_access_to_option.png]]
	<br><br>		<br><br>
	'''Step 4: Use the ~~Users~~ Calendar View'''		'''Step 4: Use the Teammates Calendar View'''

	1. Navigate to the SimplyMeet.me calendar and select '''~~Users~~ Calendar View''' ~~from the dropdown~~.<br>		1. Navigate to the SimplyMeet.me calendar and select '''Teammmates Calendar View'''.<br>
	2. Apply filters to focus on specific team members’ schedules.<br>		2. Apply filters to focus on specific team members’ schedules.<br>
	3. Identify a suitable time slot by reviewing color-coded availability indicators.		3. Identify a suitable time slot by reviewing color-coded availability indicators.
	[[File:Sm ~~users~~ view ~~in calendar~~.png\|1200px\|center\|link=https://help.simplymeet.me/images/0/00/~~Sm_users_view_in_calendar~~.png]]		[[File:Sm teammates calendar view new.png\|1200px\|center\|link=https://help.simplymeet.me/images/c/cb/Sm_teammates_calendar_view_new.png]]
	<br><br>		<br><br>
	'''Step 5: Schedule a Meeting'''		'''Step 5: Schedule a Meeting'''

	1. In the '''~~Users~~ Calendar View''', click on an available time slot in your SimplyMeet.me calendar.<br>		1. In the '''Teammates Calendar View''', click on an available time slot in your SimplyMeet.me calendar.<br>
	2. The system will auto-add the filtered team members as participants.<br>		2. The system will auto-add the filtered team members as participants.<br>
	3. Complete the meeting details, and confirm the appointment.		3. Complete the meeting details, and confirm the appointment.
	[[File:Sm users view participants added to new meeting.png\|1200px\|center\|link=https://help.simplymeet.me/images/d/d5/Sm_users_view_participants_added_to_new_meeting.png]]		[[File:Sm users view participants added to new meeting.png\|1200px\|center\|link=https://help.simplymeet.me/images/d/d5/Sm_users_view_participants_added_to_new_meeting.png]]
			<br><br>
			'''Scheduling Meetings on Behalf of a Teammate'''

			1. Open the '''Teammates''' Calendar View and click on an available time slot.<br>
			2. From the '''Meeting Type''' drop-down, select a personal meeting type for the teammate.<br>
			3. Optionally, exclude yourself from the participant list to avoid receiving notifications about the meeting.<br>
			4. Fill in the meeting details and confirm the appointment.<br>
			5. The selected teammate will be the meeting host.
	<br><br>		<br><br>

Admin at 12:09, 4 December 2024

2024-12-04T12:09:51Z

← Older revision		Revision as of 12:09, 4 December 2024
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	1. Navigate to '''Calendar Integrations''' in your SimplyMeet.me account.<br>		1. Navigate to '''Calendar Integrations''' in your SimplyMeet.me account.<br>
	2. Click the '''Add Calendar Account''' button to connect external calendars such as Google, Outlook, or others.		2. Click the '''Add Calendar Account''' button to connect external calendars such as Google, Outlook, or others.
			[[File:Sm connect external calendar list new step2.png\|1200px\|center\|link=https://help.simplymeet.me/images/2/28/Sm_connect_external_calendar_list_new_step2.png]]
	<br><br>		<br><br>
	'''Step 2: Configure Conflict Checks'''		'''Step 2: Configure Conflict Checks'''

	1. Under '''Configurations''', select the '''Check for Conflicts''' option to identify which of your external calendars should be considered for conflict checking.		1. Under '''Configurations''', select the '''Check for Conflicts''' option to identify which of your external calendars should be considered for conflict checking.
			[[File:Sm check calendars for conflicts new.png\|1200px\|center\|link=https://help.simplymeet.me/images/1/1e/Sm_check_calendars_for_conflicts_new.png]]
	<br><br>		<br><br>
	'''Step 3: Manage Calendar Sharing Permissions'''		'''Step 3: Manage Calendar Sharing Permissions'''

	Scroll to the '''Give Access to Colleagues''' section to manage sharing settings:		Scroll to the '''Give Access to Colleagues''' section to manage sharing settings:
			[[File:Sm give access to colleagues path.png\|1200px\|center\|link=https://help.simplymeet.me/images/9/93/Sm_give_access_to_colleagues_path.png]]
			<br><br>
	* '''Choose shared calendars:''' Select which external calendars to share with your organization.<br>		* '''Choose shared calendars:''' Select which external calendars to share with your organization.<br>
			[[File:Sm select calendar for access.png\|1200px\|center\|link=
			https://help.simplymeet.me/images/6/6b/Sm_select_calendar_for_access.png]]
	* '''Set user access levels:''' Assign visibility based on user tiers:<br>		* '''Set user access levels:''' Assign visibility based on user tiers:<br>
	<ul>		<ul>
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	::<li>'''No one:''' Shared calendars remain private and inaccessible to other users.</li>		::<li>'''No one:''' Shared calendars remain private and inaccessible to other users.</li>
	</ul>		</ul>
			[[File:Sm give access to option.png\|1200px\|center\|link=https://help.simplymeet.me/images/d/d0/Sm_give_access_to_option.png]]
	<br><br>		<br><br>
	'''Step 4: Use the Users Calendar View'''		'''Step 4: Use the Users Calendar View'''
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	2. Apply filters to focus on specific team members’ schedules.<br>		2. Apply filters to focus on specific team members’ schedules.<br>
	3. Identify a suitable time slot by reviewing color-coded availability indicators.		3. Identify a suitable time slot by reviewing color-coded availability indicators.
			[[File:Sm users view in calendar.png\|1200px\|center\|link=https://help.simplymeet.me/images/0/00/Sm_users_view_in_calendar.png]]
	<br><br>		<br><br>
	'''Step 5: Schedule a Meeting'''		'''Step 5: Schedule a Meeting'''
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	2. The system will auto-add the filtered team members as participants.<br>		2. The system will auto-add the filtered team members as participants.<br>
	3. Complete the meeting details, and confirm the appointment.		3. Complete the meeting details, and confirm the appointment.
			[[File:Sm users view participants added to new meeting.png\|1200px\|center\|link=https://help.simplymeet.me/images/d/d5/Sm_users_view_participants_added_to_new_meeting.png]]
	<br><br>		<br><br>

Admin at 11:26, 4 December 2024

2024-12-04T11:26:04Z

← Older revision		Revision as of 11:26, 4 December 2024
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	<br><br>		<br><br>
	'''Step 5: Schedule a Meeting'''		'''Step 5: Schedule a Meeting'''
	~~<br>~~
	1. In the '''Users Calendar View''', click on an available time slot in your SimplyMeet.me calendar.<br>		1. In the '''Users Calendar View''', click on an available time slot in your SimplyMeet.me calendar.<br>
	2. The system will auto-add the filtered team members as participants.<br>		2. The system will auto-add the filtered team members as participants.<br>
	3. Complete the meeting details, and confirm the appointment.		3. Complete the meeting details, and confirm the appointment.
	<br><br>		<br><br>

Admin at 11:25, 4 December 2024

2024-12-04T11:25:36Z

← Older revision		Revision as of 11:25, 4 December 2024
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	* '''Choose shared calendars:''' Select which external calendars to share with your organization.<br>		* '''Choose shared calendars:''' Select which external calendars to share with your organization.<br>
	* '''Set user access levels:''' Assign visibility based on user tiers:<br>		* '''Set user access levels:''' Assign visibility based on user tiers:<br>
	<ul ~~style="list-style: square !important"~~>		<ul>
	::<li>'''Owners:''' Only the account owner can view and access shared calendars.<br></li>		::<li>'''Owners:''' Only the account owner can view and access shared calendars.<br></li>
	::<li>'''Owners + Managers:''' Both the account owner and managers can view shared calendars.<br></li>		::<li>'''Owners + Managers:''' Both the account owner and managers can view shared calendars.<br></li>

Admin at 11:25, 4 December 2024

2024-12-04T11:25:05Z

← Older revision		Revision as of 11:25, 4 December 2024
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	* '''Choose shared calendars:''' Select which external calendars to share with your organization.<br>		* '''Choose shared calendars:''' Select which external calendars to share with your organization.<br>
	* '''Set user access levels:''' Assign visibility based on user tiers:<br>		* '''Set user access levels:''' Assign visibility based on user tiers:<br>
	<ul style="list-style: square">		<ul style="list-style: square !important">
	::<li>'''Owners:''' Only the account owner can view and access shared calendars.<br></li>		::<li>'''Owners:''' Only the account owner can view and access shared calendars.<br></li>
	::<li>'''Owners + Managers:''' Both the account owner and managers can view shared calendars.<br></li>		::<li>'''Owners + Managers:''' Both the account owner and managers can view shared calendars.<br></li>