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 | [[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> | ||