Poll meetings: Difference between revisions

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'''Step 1: Create a Poll from Existing Meeting Types'''<br>
'''Step 1: Create a Poll from Existing Meeting Types'''<br>
1. Navigate to the Meetings tab, Poll meetings.<br>
1. Navigate to the Meetings tab, Poll meetings.<br>
[[File:Sm poll meetings tab path.png|1200px|center|link=https://help.simplymeet.me/images/3/32/Sm_poll_meetings_tab_path.png]]
2. Click "Create New Poll" and select an existing personal meeting type.<br>
2. Click "Create New Poll" and select an existing personal meeting type.<br>
[[File:Sm create new poll path.png|1200px|center|link=https://help.simplymeet.me/images/8/81/Sm_create_new_poll_path.png]]
3. If the meeting type has flexible duration enabled, select a duration from pre-set values.<br>
3. If the meeting type has flexible duration enabled, select a duration from pre-set values.<br>
If not, the set duration applies automatically.<br>
If not, the set duration applies automatically.<br>
4. Enable "vote visibility" if you want to allow poll invitees to see each other's emails and votes.<br>
4. Enable "vote visibility" if you want to allow poll invitees to see each other's emails and votes.<br>
 
[[File:Sm poll meetings step 1.png|1200px|center|link=https://help.simplymeet.me/images/0/0d/Sm_poll_meetings_step_1.png]]


'''Step 2: Select Preferable Time Slots'''<br>
'''Step 2: Select Preferable Time Slots'''<br>
Choose time slots for the poll meeting across different dates.<br>
Choose time slots for the poll meeting across different dates.<br>
 
[[File:Sm poll meetings step 2.png|1200px|center|link=https://help.simplymeet.me/images/1/1b/Sm_poll_meetings_step_2.png]]


'''Step 3: Share Poll Meeting Link'''<br>
'''Step 3: Share Poll Meeting Link'''<br>
1. Share the generated poll meeting link with invitees by simply clicking the Copy link.<br>
1. Share the generated poll meeting link with invitees by simply clicking the Copy link.<br>
2. To preview the poll link click the View live page.<br>
2. To preview the poll link click the View live page.<br>
[[File:Sm poll meetings share the link.png|1200px|center|link=https://help.simplymeet.me/images/5/54/Sm_poll_meetings_share_the_link.png]]




'''Step 4: View Poll Results and Confirm the Time'''<br>
'''Step 4: View Poll Results and Confirm the Time'''<br>
1. Go to the Poll meetings tab to view the list of current polls that are "in progress".<br>
1. Go to the Poll meetings tab to view the list of current polls that are "in progress".<br>
[[File:Sm view poll results path.png|1200px|center|link=https://help.simplymeet.me/images/c/c5/Sm_view_poll_results_path.png]]
2. View the poll results, including the number of votes each time slot received.<br>
2. View the poll results, including the number of votes each time slot received.<br>
3. Confirm the preferable time based on the results by clicking “Book meeting time”. <br>
3. Confirm the preferable time based on the results by clicking “Book meeting time”. <br>
4. In a Create event booking form fill in Client and Participants info, click Save.<br>
[[File:Sm book meeting time poll.png|1200px|center|link=https://help.simplymeet.me/images/9/96/Sm_book_meeting_time_poll.png]]
 
4. In a Create event booking form fill in Client and Participants info, click Save.<br>
[[File:Sm book poll meeting.png|1200px|center|link=https://help.simplymeet.me/images/2/2c/Sm_book_poll_meeting.png]]
 
5. A default meeting confirmation notification is sent to every participant.<br>
5. A default meeting confirmation notification is sent to every participant.<br>
6. As well you will be able to find all confirmed meetings in Meetings -> My meetings or in Calendar -> Internal calendar<br>
6. As well you will be able to find all confirmed meetings in Meetings -> My meetings or in Calendar -> Internal calendar<br>
 
[[File:Sm meetings list.png|1200px|center|link=https://help.simplymeet.me/images/c/c4/Sm_meetings_list.png]]


<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note'''</span>
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note'''</span>