Difference between revisions of "Help Center"

From SimplyMeet.me
 
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SimplyBook.me is an advanced online scheduling system that allows you to create booking page and manage your reservations from admin interface. Thousands of clients all over the world have chosen our booking software to make their business easy and comfortable to use.
+
<nomobile>
  
−
SimplyBook provides clients with numerous features that adjust to requirements of your business. Our core features include:
 
−
:- Creating booking page with real-time availability of services and staff
 
−
:- Insights and statistics about your bookings
 
−
:- Ability to create multiple providers, services, categories and locations
 
−
:- Accepting payments online
 
−
:- Viewing statistics about your reservations, workload and revenue
 
−
:- Sending email and sms notifications to clients
 
−
:- Adjusting time zone settings if you have clients in different time zones
 
−
:- Creating multiple users related to providers
 
−
:- Creating individual schedules for staff
 
−
:- Creating schedules for specific dates only
 
−
:- Creating events
 
−
: and much more!
 
−
==[[Quick overview of the system]]==
 
  
−
==[[Configuration Menu Page]]==
+
{|
−
This page contains questions related to the settings of the system. For example:
+
|- style="height:300px; vertical-align:top;"
−
[[Configuration_Menu_Page#Date.2F_time.2F_time_zone_settings|date and time settings]],
+
| style="width:33%;" |
−
[[Configuration_Menu_Page#Email_and_SMS_settings|Email and SMS settings]],
+
<div class="getting-started" style="font-size:x-large;">[[Getting Started]]</div>
−
[[Configuration_Menu_Page#Custom_translations|custom translations]],
+
*<div class="article">[[Getting Started with SimplyMeet.me]]</div>
−
[[Configuration_Menu_Page#System_users|system users]],
+
*<div class="article">[[Moving from Harmonizely to SimplyMeet.me]]</div>
−
[[Configuration_Menu_Page#Clients|clients]],
+
*<div class="article">[[How to start free trial]]</div>
−
[[Configuration_Menu_Page#Company_information|company information]],
+
*<div class="article">[[Plugins & Integrations]]</div>
−
[[Configuration_Menu_Page#Services|services]],
 
−
[[Configuration_Menu_Page#Service_providers|service providers]],
 
−
[[Configuration_Menu_Page#Design|design]],
 
−
[[Configuration_Menu_Page#Accept_bookings_through_different_ways|widgets]]
 
−
and [[Configuration_Menu_Page|more]].
 
  
−
==[[Plugins]]==
 
−
With the help of additional functionalities presented in a form of plugins you can:
 
−
: [[Plugins#Additional_fields|Create specific intake forms for your clients by adding additional fields]]
 
−
: [[Plugins#Accept_payments|Accept payments online]]
 
−
: [[Plugins#Any_Employee_selector| Auto allocating available service provider for service]]
 
−
: [[Plugins#API|Access API]]
 
−
: [[Plugins#Approve_booking|Approve bookings manually]]
 
−
: [[Plugins#Book_Soon_notification_system|Remind your customers to book your services soon]]
 
−
: [[Plugins#Clean_history_plugin|Delete unnecessary booking data from the past]]
 
−
: [[Plugins#Custom_CSS|Design your booking page with additional CSS functionality]]
 
−
: [[Plugins#Daily_report|Receive full info about your bookings every day]]
 
−
: [[Plugins#Facebook_client_info|Simplify booking process by enabling your clients to log via Facebook]]
 
−
: [[Plugins#Google_Adwords_and_analytics|Track statistics with Google Adwords]]
 
−
: [[Plugins#Google_calendar_sync_plugin|Synchronize your booking system with Google Calendar]]
 
−
: [[Plugins#Group_bookings|Allow group bookings]]
 
−
: [[Plugins#Html_description_field_for_events| Use HTML formatting in the description fields]]
 
−
: [[Plugins#Insights|View additional statistics and charts for your performance]]
 
−
: [[Plugins#Limit_bookings|Limit Bookings per time slot]]
 
−
: [[Plugins#Mobile_application| Access admin interface from your Android or iPhone]]
 
−
: [[Plugins#Multiple_bookings| Allow your clients to book several services easily and pay with 1 payment]]
 
−
: [[Plugins#News| Keep clients updated with your recent news]]
 
−
: [[Plugins#Provider.27s_color_coding_plugin|Mark providers with different colors in your admin calendar]]
 
−
: [[Plugins#Service_categories|Create different service categories]]
 
−
: [[Plugins#Simply_Smart_Promotions|Send promotions]]
 
−
: [[Plugins#SSL_plugin| Use secure sockets layer for your page]]
 
−
: [[Plugins#Status|Assign different statuses for your bookings]]
 
−
: [[Plugins#Take_me_back_home|Take your clients to a particular web address after they made a booking]]
 
−
: [[Plugins#Terms_and_conditions|Add your own Terms&Conditions to the booking page]]
 
−
: [[Plugins#Unit_location|Create multiple locations ]]
 
−
: and [[Plugins|more]]
 
  
−
==[[Typical requests]]==
+
<div class="account-settings" style="font-size:x-large;">[[Account Settings]]</div>
−
:[[Other_Questions#Is_your_service_free.3F|Is your service free?]]
+
*<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 Meetings]]</div>
 +
*<div class="article">[[Reverse calendar synchronization]]</div>
 +
*<div class="article">[[Custom translations]]</div>
 +
*<div class="article">[[Share selected slots]]</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>
  
−
:[[Other_Questions#I_upgraded_the_system_but_the_plugins_are_still_unavailable|I upgraded the system but the plugins are still unavailable]]
 
  
−
:[[Other_Questions#What_will_happen_if_I_don.27t_renew_my_subscription.3F|What will happen if I don't renew my subscription?]]
+
<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>
  
−
:[[Configuration_Menu_Page#Timeframe|How to change timeframe?]]
 
  
−
:[[Configuration_Menu_Page#Email_and_SMS_settings|I have problems with notifications]]
 
  
−
:[[Configuration_Menu_Page#Custom_translations| Can I change some texts in bookings/admin interface?]]
 
  
−
:[[Configuration_Menu_Page#Custom_translations| Can I translate the system to my own language?]]
+
<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>
  
−
:[[Configuration_Menu_Page#Opening_hours| Where can I change my schedule for the week?]]
 
  
−
:[[Configuration_Menu_Page#Special_days| Can I have specific schedule for certain days?]]
+
<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>
  
−
:[[Configuration_Menu_Page#How_to_connect_service_to_provider| How to connect service to provider]]
 
  
−
:[[Configuration_Menu_Page#How_to_create_different_schedules_for_services.3F| How to create different schedules for services?]]
+
| 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>
  
−
:[[Typical_requests#Plugin_doesn.E2.80.99t_work_.2F_Plugin_problems|Plugins are not working]]
 
  
−
:[[Typical_requests#Simplybook_doesn.E2.80.99t_sync_with_Google_calendar|Simplybook doesn’t sync with Google calendar]]
 
  
−
:[[Typical_requests#Clients.2FProviders_are_not_getting_Email.2FSMS_notifications|Clients/Providers are not getting Email/SMS notifications]]
 
  
−
:[[Typical_requests#Can.E2.80.99t_book_certain_time.2Fdate|Can’t book certain time/date]]
+
<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>
  
−
:[[Configuration_Menu_Page#How_to_add_widget_to_my_website|How to add widget to my website]]
 
  
−
:and [[Typical_requests|more]]
+
| 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>
  
−
==[[Other Questions]]==
+
 
 +
 
 +
 
 +
<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 Meetings]]</div>
 +
*<div class="article">[[Reverse calendar synchronization]]</div>
 +
*<div class="article">[[Custom translations]]</div>
 +
*<div class="article">[[Share selected slots]]</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>
 +
 
 +
<div class="booking-page" style="font-size:x-large;">[[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;">[[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>
 +
|}
 +
</mobileonly>

Latest revision as of 14:31, 11 November 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=8604"