Difference between revisions of "Help Center"

From SimplyMeet.me
 
(205 intermediate revisions by the same user not shown)
Line 1: Line 1:
−
{{#seo:
+
<nomobile>
−
|title=Frequently Asked Questions about the Popular Appointment Booking System Scheduler SimplyBook.me
 
−
|titlemode=append
 
−
|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling
 
−
}}
 
  
−
<br/>
 
  
−
{|  
+
{|
−
|- style="height:280px; vertical-align:top;"
+
|- style="height:300px; vertical-align:top;"
 
| style="width:33%;" |
 
| style="width:33%;" |
−
<span style="font-size:x-large;"> [[Getting started]]</span>
+
<div class="getting-started" style="font-size:x-large;">[[Getting Started]]</div>
−
*[https://simplybook.me/en/booking-system-features Our features ]
+
*<div class="article">[[Getting Started with SimplyMeet.me]]</div>
−
*[[Brief overview of the system]]
+
*<div class="article">[[Moving from Harmonizely to SimplyMeet.me]]</div>
−
*[[Adding services, providers and availability]]
+
*<div class="article">[[How to start free trial]]</div>
−
*[[How to manage bookings]]
+
*<div class="article">[[Plugins & Integrations]]</div>
−
*[[Plugins | Selecting plugins]]
+
 
−
*[[Adjusting notifications]]
+
 
−
*[[Adding other users to the system]]
+
<div class="account-settings" style="font-size:x-large;">[[Account Settings]]</div>
−
*[[Importing the list of clients]]
+
*<div class="article">[[Change or reset your password]]</div>
−
*[[Login and password]]
+
*<div class="article">[[Admin application]]</div>
−
*[[How to delete account]]
+
*<div class="article">[[How to disable SimplyMeet.me branding]]</div>
−
|style="width:33%;" |
+
*<div class="article">[[How to set up 2 factor authentication]]</div>
−
<span style="font-size:x-large;">[[Booking page]]</span>
+
*<div class="article">[[The use of speciality tags]]</div>
−
*[[Time slots are not showing up]]
+
*<div class="article">[[Group bookings]]</div>
−
*[[Where to change my info]]
+
*<div class="article">[[Reverse calendar synchronization]]</div>
−
*[[Adjust_your_terminology/language | Adjusting your language]]
+
*<div class="article">[[Custom translations]]</div>
−
*[[Design |Adjusting Design]]
+
*<div class="article">[[Share meeting types]]</div>
−
*[[How_to_change_the_way_time_slots_are_shown| Monthly/weekly/daily timelines]]
+
*<div class="article">[[Cancellation policy]]</div>
−
*[[Remove Elements from booking page]]
+
*<div class="article">[[Is it possible to get the admin panel in another language than English]]</div>
−
*[[Add elements to booking page]]
+
*<div class="article">[[Directory listing]]</div>
−
*[[Plugins#Additional_fields| Ask additional questions on the Details Step]]
+
*<div class="article">[[How to delete account]]</div>
−
*[[Categories and Locations]]
+
 
−
*[[Plugins#Accept_payments| Accepting Payments]]
+
 
−
| style="width:33%;" |
+
<div class="embedding" style="font-size:x-large;">[[Embedding]]</div>
−
<span style="font-size:x-large;">[[Time settings]]</span>
+
*<div class="article">[[How to Embed Your Scheduling Page onto Wordpress and others]]</div>
−
*[[How_to_set_my_availability| How to set my availability]]
+
*<div class="article">[[How to Embed Specific Meeting Type onto Wordpress and others]]</div>
−
*[[Time and date settings]]
+
*<div class="article">[[Widgets customizations]]</div>
−
*[[I_have_clients_in_different_time_zones | Time Zones]]
+
 
−
*[[Break times]]
+
 
−
*[[Need_to_change_interval_(timeframe)| Change interval]]
+
 
−
*[[Events (services on particular dates)]]
+
 
−
*[[Recurring_services(packs)| Recurring services (packs)]]
+
<div class="calendar-integrations" style="font-size:x-large;">[[Calendar Integrations]]</div>
−
*[[Buffer time]]
+
*<div class="article">[[Getting_Started_with_SimplyMeet.me#Step_1._Connect_your_online_Calendar|Connecting calendar to the account]]</div>
−
*[[Book days]]
+
*<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">[[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="api" style="font-size:x-large;">[[API]]</div>
 +
*<div class="article">[[Authentication]]</div>
 +
*<div class="article">[[Meeting_Types(API)|Meeting Types]]</div>
 +
*<div class="article">[[Single-Use_Links|Single-Use Links]]</div>
 +
*<div class="article">[[Webhook|A representation of the webhook object]]</div>
 +
*<div class="article">[[Webhooks]]</div>
 +
 
 +
 
 +
| style="width:30%;" |
 +
<div class="meeting-types" style="font-size:x-large;">[[Meeting Types]]</div>
 +
*<div class="article">[[What are Meeting Types]]</div>
 +
*<div class="article">[[How do I set up my business hours]]</div>
 +
*<div class="article">[[Global schedule]]</div>
 +
*<div class="article">[[Meeting Duration]]</div>
 +
*<div class="article">[[Meeting locations]]</div>
 +
*<div class="article">[[Meeting notifications]]</div>
 +
*<div class="article">[[Tags for personal meeting types]]</div>
 +
*<div class="article">[[How can I set phone call meetings in SimplyMeet.me]]</div>
 +
*<div class="article">[[Pass meeting details to your redirected page]]</div>
 +
*<div class="article">[[Limit how soon or how far away invitee can schedule a meeting]]</div>
 +
*<div class="article">[[How to Invite More Participants to Meetings]]</div>
 +
*<div class="article">[[How to manage meetings from Internal calendar]]</div>
 +
*<div class="article">[[How many people can attend a meeting]]</div>
 +
*<div class="article">[[Can I add Custom Questions to my scheduling page asking for invitee information]]</div>
 +
*<div class="article">[[Email reminders]]</div>
 +
*<div class="article">[[Buffer times]]</div>
 +
*<div class="article">[[How to enable disabled meeting types]]</div>
 +
*<div class="article">[[Collective meetings]]</div>
 +
*<div class="article">[[Poll meetings]]</div>
 +
 
 +
 
 +
 
 +
 
 +
<div class="faq-and-troubleshooting" style="font-size:x-large;">[[FAQs and Troubleshooting]]</div>
 +
*<div class="article">[[Do you have a public roadmap]]</div>
 +
*<div class="article">[[Can I connect multiple calendars at once]]</div>
 +
*<div class="article">[[Is it possible to display a monthly view rather than weekly on the booking page]]</div>
 +
*<div class="article">[[How can I set phone call meetings in SimplyMeet.me]]</div>
 +
*<div class="article">[[Does SimplyMeet.me have an API]]</div>
 +
*<div class="article">[[Events created in Thunderbird Lightning Calendar don't show as busy on my scheduling page]]</div>
 +
*<div class="article">[[My calendar is free but days are unavailable on my scheduling page]]</div>
 +
*<div class="article">[[Meetings are double-booked]]</div>
 +
*<div class="article">[[How to show availability when all teammates are available]]</div>
 +
*<div class="article">[[What is SimplyMeet.me Confirmation Page]]</div>
 +
*<div class="article">[[My calendar is free but days are unavailable on my scheduling page]]</div>
 +
*<div class="article">[[Connecting Baikal calendar works but the availability is not loading]]</div>
 +
*<div class="article">[[Will the time blocked by a client in one meeting type be blocked in other meeting types]]</div>
 +
*<div class="article">[[How to Invite More Participants to Meetings]]</div>
 +
*<div class="article">[[How to manage meetings from Internal calendar]]</div>
 +
*<div class="article">[[I'm using Outlook desktop client connected to my CalDAV calendar and I can't see SimplyMeet.me meetings]]</div>
 +
*<div class="article">[[Shared calendars in my Google account are not detected in SimplyMeet.me]]</div>
 +
*<div class="article">[[Is it possible to take payment for the scheduled meetings]]</div>
 +
 
 +
 
 +
| style="width:30%;" |
 +
<div class="booking-page" style="font-size:x-large; padding-top:0px;">[[Booking page|Scheduling page]]</div>
 +
*<div class="article">[[Customize your scheduling page]]</div>
 +
*<div class="article">[[Pre-populate invitee information on the scheduling page]]</div>
 +
*<div class="article">[[Can I add custom links to my scheduling page]]</div>
 +
*<div class="article">[[How to change welcome message on the scheduling page]]</div>
 +
*<div class="article">[[How to change your scheduling page link]]</div>
 +
*<div class="article">[[Is it possible to display a monthly view rather than weekly on the booking page]]</div>
 +
*<div class="article">[[Custom Domain]]</div>
 +
*<div class="article">[[Company logo]]</div>
 +
 
 +
 
 +
 
 +
 
 +
<div class="integrations" style="font-size:x-large;">[[Integrations]]</div>
 +
*<div class="article">[[SBPay]]</div>
 +
*<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>
 +
*<div class="article">[[SMS Gateway]]</div>
 +
*<div class="article">[[SMTP]]</div>
 +
*<div class="article">[[Facebook Pixel]]</div>
 +
*<div class="article">[[Google Analytics]]</div>
 +
*<div class="article">[[Okta integration| OKTA (SSO authentication)]]</div>
 +
 
 +
 
 +
 
 +
 
 +
<div class="team-management" style="font-size:x-large; padding-top: unset;">[[Teams]]</div>
 +
*<div class="article">[[Create and manage a team]]</div>
 +
*<div class="article">[[User roles]]</div>
 +
*<div class="article">[[How to clone a teammate's settings]]</div>
 +
*<div class="article">[[Schedule meetings round robin style among your team]]</div>
 +
 
 +
 
 +
<div class="privacy-and-terms" style="font-size:x-large;">[[Privacy & Terms]]</div>
 +
*<div class="article">[[SimplyMeet.me Security]]</div>
 +
*<div class="article">[https://simplybook.me/en/legal/dpa Data Processing Agreement]</div>
 +
 
 +
 
 +
 
 +
|}
 +
</nomobile>
 +
 
 +
 
 +
<mobileonly>
 +
{|
 +
<div class="getting-started" style="font-size:x-large;">[[Getting Started]]</div>
 +
*<div class="article">[[Getting Started with SimplyMeet.me]]</div>
 +
*<div class="article">[[Moving from Harmonizely to SimplyMeet.me]]</div>
 +
*<div class="article">[[How to start free trial]]</div>
 +
*<div class="article">[[Plugins & Integrations]]</div>
 +
 
 +
<div class="account-settings" style="font-size:x-large;">[[Account Settings]]</div>
 +
*<div class="article">[[Change or reset your password]]</div>
 +
*<div class="article">[[Admin application]]</div>
 +
*<div class="article">[[How to disable SimplyMeet.me branding]]</div>
 +
*<div class="article">[[How to set up 2 factor authentication]]</div>
 +
*<div class="article">[[The use of speciality tags]]</div>
 +
*<div class="article">[[Group bookings]]</div>
 +
*<div class="article">[[Reverse calendar synchronization]]</div>
 +
*<div class="article">[[Custom translations]]</div>
 +
*<div class="article">[[Share meeting types]]</div>
 +
*<div class="article">[[Cancellation policy]]</div>
 +
*<div class="article">[[Is it possible to get the admin panel in another language than English]]</div>
 +
*<div class="article">[[Directory listing]]</div>
 +
*<div class="article">[[How to delete account]]</div>
 +
 
 +
<div class="embedding" style="font-size:x-large;">[[Embedding]]</div>
 +
*<div class="article">[[How to Embed Your Scheduling Page onto Wordpress and others]]</div>
 +
*<div class="article">[[How to Embed Specific Meeting Type onto Wordpress and others]]</div>
 +
*<div class="article">[[Widgets customizations]]</div>
 +
 
 +
<div class="calendar-integrations" style="font-size:x-large;">[[Calendar Integrations]]</div>
 +
*<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">[[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="api" style="font-size:x-large;">[[API]]</div>
 +
*<div class="article">[[Authentication]]</div>
 +
*<div class="article">[[Meeting_Types(API)|Meeting Types]]</div>
 +
*<div class="article">[[Single-Use_Links|Single-Use Links]]</div>
 +
*<div class="article">[[Webhook|A representation of the webhook object]]</div>
 +
*<div class="article">[[Webhooks]]</div>
 +
 
 +
<div class="meeting-types" style="font-size:x-large;">[[Meeting Types]]</div>
 +
*<div class="article">[[What are Meeting Types]]</div>
 +
*<div class="article">[[How do I set up my business hours]]</div>
 +
*<div class="article">[[Global schedule]]</div>
 +
*<div class="article">[[Meeting Duration]]</div>
 +
*<div class="article">[[Meeting locations]]</div>
 +
*<div class="article">[[Meeting notifications]]</div>
 +
*<div class="article">[[Tags for personal meeting types]]</div>
 +
*<div class="article">[[How can I set phone call meetings in SimplyMeet.me]]</div>
 +
*<div class="article">[[Pass meeting details to your redirected page]]</div>
 +
*<div class="article">[[Limit how soon or how far away invitee can schedule a meeting]]</div>
 +
*<div class="article">[[How to Invite More Participants to Meetings]]</div>
 +
*<div class="article">[[How to manage meetings from Internal calendar]]</div>
 +
*<div class="article">[[How many people can attend a meeting]]</div>
 +
*<div class="article">[[Can I add Custom Questions to my scheduling page asking for invitee information]]</div>
 +
*<div class="article">[[Email reminders]]</div>
 +
*<div class="article">[[Buffer times]]</div>
 +
*<div class="article">[[How to enable disabled meeting types]]</div>
 +
*<div class="article">[[Collective meetings]]</div>
 +
*<div class="article">[[Poll meetings]]</div>
 +
 
 +
<div class="faq-and-troubleshooting" style="font-size:x-large;">[[FAQs and Troubleshooting]]</div>
 +
*<div class="article">[[Do you have a public roadmap]]</div>
 +
*<div class="article">[[Can I connect multiple calendars at once]]</div>
 +
*<div class="article">[[Is it possible to display a monthly view rather than weekly on the booking page]]</div>
 +
*<div class="article">[[How can I set phone call meetings in SimplyMeet.me]]</div>
 +
*<div class="article">[[Does SimplyMeet.me have an API]]</div>
 +
*<div class="article">[[Events created in Thunderbird Lightning Calendar don't show as busy on my scheduling page]]</div>
 +
*<div class="article">[[My calendar is free but days are unavailable on my scheduling page]]</div>
 +
*<div class="article">[[Meetings are double-booked]]</div>
 +
*<div class="article">[[How to show availability when all teammates are available]]</div>
 +
*<div class="article">[[What is SimplyMeet.me Confirmation Page]]</div>
 +
*<div class="article">[[My calendar is free but days are unavailable on my scheduling page]]</div>
 +
*<div class="article">[[Connecting Baikal calendar works but the availability is not loading]]</div>
 +
*<div class="article">[[Will the time blocked by a client in one meeting type be blocked in other meeting types]]</div>
 +
*<div class="article">[[How to Invite More Participants to Meetings]]</div>
 +
*<div class="article">[[How to manage meetings from Internal calendar]]</div>
 +
*<div class="article">[[I'm using Outlook desktop client connected to my CalDAV calendar and I can't see SimplyMeet.me meetings]]</div>
 +
*<div class="article">[[Shared calendars in my Google account are not detected in SimplyMeet.me]]</div>
 +
*<div class="article">[[Is it possible to take payment for the scheduled meetings]]</div>
  
−
|- style="height:220px; vertical-align:top;"
+
<div class="booking-page" style="font-size:x-large;">[[Booking page|Scheduling page]]</div>
−
| style="width:33%;" |
+
*<div class="article">[[Customize your scheduling page]]</div>
−
<span style="font-size:x-large;">[[Prices and purchases]]</span>
+
*<div class="article">[[Pre-populate invitee information on the scheduling page]]</div>
−
*[[My subscription and how to renew]]
+
*<div class="article">[[Can I add custom links to my scheduling page]]</div>
−
*[[Important for Free accounts]]
+
*<div class="article">[[How to change welcome message on the scheduling page]]</div>
−
*[[SMS Pricing]]
+
*<div class="article">[[How to change your scheduling page link]]</div>
−
*[[Additional Bookings and plugins]]
+
*<div class="article">[[Is it possible to display a monthly view rather than weekly on the booking page]]</div>
−
*[[White_Label_%26_own_domain| White label & Own domain]]
+
*<div class="article">[[Custom Domain]]</div>
−
*[[Upgrade_from_lower_to_higher_subscription_before_current_subscription_expired.| Upgrade from lower to higher subscription before current subscription expires]]
+
*<div class="article">[[Company logo]]</div>
  
−
| style="width:33%;" |
+
<div class="integrations" style="font-size:x-large;">[[Integrations]]</div>
−
<span style="font-size:x-large;">[[Plugins]]</span>
+
*<div class="article">[[SBPay]]</div>
−
*[[Plugins | The list of all plugins with instructions]]
+
*<div class="article">[[Google Meet / Hangout]]</div>
−
*[[How to enable plugin]]
+
*<div class="article">[[Zapier Integration]]</div>
−
*[[Plugins by category]]
+
*<div class="article">[[Microsoft Teams]]</div>
−
*[[Plugins_have_been_inactivated_as_you_use_more_than_your_service_plan_allows._Please_upgrade_your_package_and_re-activate_your_plugins| Plugins disabled]]
+
*<div class="article">[[Zoom Integration]]</div>
−
*[[What_plugins_do_not_work_with_each_other%3F | What plugins do not work with each other]]
+
*<div class="article">[[Securing Zoom meetings with passwords]]</div>
−
| style="width:33%;" |
+
*<div class="article">[[Whereby]]</div>
−
<span style="font-size:x-large;">[[Calendar & Bookings]]</span>
+
*<div class="article">[[SMS Gateway]]</div>
−
*[[How to manage bookings]]
+
*<div class="article">[[SMTP]]</div>
−
*[[ Views_of_the_calendar| Provider/Service/Day/Week/Month views]]
+
*<div class="article">[[Facebook Pixel]]</div>
−
*[[Booking_reports| Booking reports and Statistics]]
+
*<div class="article">[[Google Analytics]]</div>
−
*[[Break times]]
+
*<div class="article">[[Okta integration| OKTA (SSO authentication)]]</div>
−
*[[Adjusting notifications]]
 
−
*[[Plugins#Google_calendar_sync_plugin| Google calendar synchronization]]
 
  
−
|- style="height:220px; vertical-align:top;"
+
<div class="team-management" style="font-size:x-large;">[[Teams]]</div>
−
| style="width:33%;" |
+
*<div class="article">[[Create and manage a team]]</div>
−
<span style="font-size:x-large;">[[Tips for your business | Other]]</span>
+
*<div class="article">[[User roles]]</div>
−
*[http://appointmentschedulingnews.com/amazing-sales-and-marketing-system-for-service-providers/ Promotions]
+
*<div class="article">[[How to clone a teammate's settings]]</div>
−
*[[BookingTroll| BookingTroll (directory listing)]]
+
*<div class="article">[[Schedule meetings round robin style among your team]]</div>
−
*[[Statistics_%26_Analytics| Statistics plugins]]
 
−
*[[Business_enhancements| Business enhancements plugins]]
 
−
*[[Tips for specific businesses]]
 
−
*[[1_is_not_greater_than_2_(when_trying_to_change_number_of_clients_per_provider)| 1 is not greater than 2]]
 
  
−
| style="width:33%;" |
+
<div class="privacy-and-terms" style="font-size:x-large;">[[Privacy & Terms]]</div>
−
<span style="font-size:x-large;">[[Integration]]</span>
+
*<div class="article">[[SimplyMeet.me Security]]</div>
−
*[[Widgets for your own website]]
+
*<div class="article">[https://simplybook.me/en/legal/dpa Data Processing Agreement]</div>
−
*[http://appointmentscheduleronline.weebly.com/simplybook.html Widget examples]
 
−
*[[Bookings on Facebook]]
 
−
*[[WordPress plugin]]
 
−
*[[Other Integrations]]
 
−
*[[Own domain]]
 
−
|style="width:33%;" |
 
−
<span style="font-size:x-large;">[[API| For developers]]</span>
 
−
*[[API| API documentation]]
 
−
*[https://simplybook.me/api/explorer API Explorer]
 
−
*[https://simplybook.me/api/doc#getToken API tokens]
 
−
*[https://help.simplybook.me/index.php/User_API_guide API guide]
 
 
|}
 
|}
 +
</mobileonly>

Latest revision as of 08:24, 29 October 2024


Getting Started



Embedding



Calendar Integrations


API
Meeting Types



FAQs and Troubleshooting
Scheduling page



Integrations



Teams


Privacy & Terms



Getting Started
Embedding
Calendar Integrations
API
Meeting Types
FAQs and Troubleshooting
Scheduling page
Integrations
Teams
Privacy & Terms
Retrieved from "https://help.simplymeet.me/index.php?title=Help_Center&oldid=8590"