Difference between revisions of "Help Center"

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<nomobile>
  
== Typical requests ==
 
  
Mauris in volutpat augue. Fusce nec suscipit mauris, ac euismod urna. Nunc fringilla ultricies est vitae sodales. Nam interdum ultrices porttitor. Curabitur fermentum accumsan ligula. Aliquam luctus lacus suscipit dui cursus gravida. Fusce in velit sit amet erat hendrerit blandit. Nullam tristique massa purus, in mattis metus pellentesque vitae. Vivamus porttitor, libero a euismod blandit, nunc ante aliquam enim, at blandit sapien lacus non nulla. Nullam consectetur nunc gravida, consequat sem nec, luctus turpis. Duis a libero in lacus bibendum vulputate. Ut tristique, felis vel faucibus tincidunt, dui nibh porta ante, eget bibendum ante metus ut ipsum. Etiam augue quam, venenatis in porta a, rutrum et nibh.
+
{|
 +
|- style="height:300px; vertical-align:top;"
 +
| style="width:33%;" |
 +
<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>
  
Nullam aliquet tempor elit, id dictum nunc tempor ut. Praesent nisl urna, gravida ut placerat ut, gravida in turpis. Mauris ut justo metus. In et leo vel justo elementum egestas ultrices ut neque. Praesent pulvinar finibus volutpat. Curabitur lacinia egestas magna, at consectetur metus suscipit nec. Etiam posuere convallis massa, sed faucibus ligula aliquet id. Sed nunc odio, venenatis at tellus a, feugiat commodo metus. Sed suscipit hendrerit nunc, eget molestie ex porta eu. Sed eget metus consequat, suscipit mauris ut, consectetur ex.
 
  
 +
<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>
  
===I cannot change timeframe===
 
  
1) some time units (service duration, breaktimes, opening hours and special days – begin/end time) don’t divide by new timeframe;
+
<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>
  
2) there was service provider (now deleted) with opening hours that don’t fit new timeframe.
 
  
  
===Plugin doesn’t work / Plugin problems===
 
  
1) subscription is expired and plugins are disabled;
+
<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>
  
2) number of activated plugins exceed amount allowed by subscription; please disable extra plugins;
 
  
3) no settings were inserted.
+
<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>
  
  
===Simplybook doesn’t sync with Google calendar===
+
| 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>
  
1) please, notice that synchronization could take up to 10 mins;
 
  
2) if Google updates calendar app, press “Export” button again to sync;
 
  
3) wrong calendar was chosen (in Plugins // Plugins // Google calendar sync // Settings);
 
  
4) Google calendar events should be marked as “busy” for correct synchronization.
+
<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>
  
  
===Clients/Providers didn’t get Email/SMS notification===
+
| 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>
  
1) Go Settings // Email/SMS Settings and check ticks in corresponding boxes;
 
  
2) Check Spam folder;
 
  
3) Incorrect email of the client or service provider;
 
  
 +
<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>
  
===Can't set up working hours for provider: should be within opening hours of the company error===
 
  
If your settings seem to be correct, but you still get this error, then
 
  
1) go to Settings // Company opening hours end set opening hours a little bit wider then service provider's working hours (e.g. you want for your provider to work 3PM-4PM, then set company opening hours to 2:30PM-4:30 - if your timeframe is 30 minutes);
 
  
2) then please go to Manage // Service providers // Clock icon and set working hours to your provider (e.g. 3PM-4PM). On this step there shouldn't be error message;
+
<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>
  
3) now go back to Settings // Company opening hours and switch opening hours to normal schedule (e.g. 3PM-4PM).
 
  
 +
<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>
  
===Divide 2S1SP bookings between SP / Transfer made bookings to another Service Provider===
 
  
1) Create 2nd SP and connect him/her to 2nd service;
 
  
2) Manually transfer
+
|}
 +
</nomobile>
  
  
===Can’t book a certain time/date===
+
<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>
  
1) The provider can serve only 1 (x) person at a time
+
<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>
  
2) Check min time before reservation
+
<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>
  
3) Check client’s time
+
<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>
  
4) Inconsistency with opening hours/ working time of the service provider
+
<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>
  
5) Check special days
+
<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>
  
6) Check Google Calendar
+
<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>
  
7) Change timeline
+
<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>
  
===How to create different schedules for services===
+
<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>
  
It is possible to set up different schedules for service providers, and to connect service providers to specific services. That's why to set different schedule for service:
+
<div class="privacy-and-terms" style="font-size:x-large;">[[Privacy & Terms]]</div>
 
+
*<div class="article">[[SimplyMeet.me Security]]</div>
1. Please go to Manage // Service providers // Add service providers button and create providers for each of your services.
+
*<div class="article">[https://simplybook.me/en/legal/dpa Data Processing Agreement]</div>
 
+
|}
2. Then please in Manage // Service providers click on clock icon and set schedule for your providers.
+
</mobileonly>
 
 
3. Then please go to Manage // Connect service providers to services and drag and drop boxes with providers to corresponding boxes with services
 
 
 
4. Not necessary step. You now have Employee step on the booking page. To skip it please use Any employee selector plugin​ with checked "Hide other service providers from booking interface" option.
 
 
 
For example, you have two services "Children" and "Adults" and you create two service providers "Children tutor" and "Adults' tutor" (even if there is only one performer for both services in reality). Then you relate each service to corresponding service provider (Children-Children tutor, Adults-Adults' Tutor) and set up working days for Children tutor to Monday and Wednesday and for Adults' tutor to Tuesday and Thursday.
 
 
 
 
 
===How to add buffer time to services===
 
 
 
Please go to Manage // Services // Pen icon and
 
 
 
1. Change Service duration to Actual duration + buffer time.
 
 
 
2. Press Hide duration link.
 
 
 
3. Put actual duration to Service name.
 
 
 
 
 
===How to remove feedback requests===
 
Go to Settings // Configuration, and set Feedback to Disable. Then nothing is sent.
 
 
 
You can also keep the Feedback email sending, but in Settings // Email and SMS settings, go to Feedback email and use it as a simple thank you email and remove any feedback request from it.
 
 
 
 
 
===How to remove Phone field from booking form===
 
 
 
Please go to Plugins // Plugins and enable Custom CSS plugin. Then in plugin's Settings or in Design // Custom CSS paste to Booking page CSS window the following code:
 
 
 
<pre>.phone-element.form-title, .phone-element.form-element {
 
    display: none;
 
}</pre>
 
 
 
This code works for all themes: Clean slide, default, Gray v-card, Web-factory, Square rainbow, Joy.
 
 
 
Please notice, that for correct work Phone field shouldn't be mandatory. To set mandatory fields go to Settings // Email and SMS settings // Mandatory fields.
 
 
 
 
===Requests that deal with prices===
 
1. Skip show mobile application advertisement on booking pages - Gold or Platinum
 
 
 
2. Link removed from Iframe (white label) - Gold or Platinum
 
 
 
3. Our logo and link removed from email templates - Gold or Platinum
 
 
 
 
 
===How to count sms credit===
 
 
 
https://www.nexmo.com/pricing/
 
 
 
 
 
 
 
==Using Zapier.com==
 
 
 
===Zap tutorial SimplyBook and Gmail===
 
We are often asked how to send confirmation email to more than one email address. It may be needed if client has an agent or if some other people need to receive confirmation letters for clients or service providers. Now this option becomes available with our new application on Zapier!
 
 
 
[[File:00.png|thumb|100px|Adding new field in Additional fields Settings.]] [[File:01.png|thumb|100px|Additional fields list.]] [[File:02.png|thumb|100px|Connect SimplyBook to Zapier.]] [[File:03.png|thumb|100px|SimplyBook account is working.]] [[File:04.png|thumb|100px|Gmail account is working.]] [[File:05.png|thumb|100px|Send notification if only provider exists in the system.]] [[File:06.png|thumb|100px|Match SimplyBook to Gmail.]] [[File:06_1.png|thumb|100px|Enter notification text.]] [[File:07.png|thumb|100px|Test Zap.]] [[File:08.png|thumb|100px|Enter Zap name and run it.]] [[File:09.png|thumb|100px|Zap list.]]
 
 
 
Firstly, create an additional field for the 2nd recipient in admin Simplybook app with the help of “Additional Fields” plugin.
 
 
 
After creating an additional filed, you will see the variable name. In the picture, it is additional_field_2 (but it can be additional_field_1, additional_field_3…). This variable will contain the alternative email address needed for synchronization with Gmail.
 
Then create a test booking on your Simplybook booking page. It is needed to notify the system that the new additional field was created in the system and is ready for further usage.
 
 
 
When Simplybook preparations are over, it is time to switch to Zapier settings. If you don’t have Zapier account yet, please register and add Simplybook to your list of applications. Detailed instructions, invitation link and examples are here http://blog.simplybook.me/zap-a-new-functionality-to-simplybook-me/ .
 
After that, press “Make a New Zap”.
 
 
 
Next, you will need to connect your SimplyBook account.
 
 
 
Verify your Simplybook account.
 
 
 
Connect and verify your Gmail account.
 
 
 
You can filter SimplyBook events if needed.
 
 
 
In “Match up Simplybook booking to Gmail Email” select recipients of notification and select the variable of your recently created additional field. Please note, that your client will receive 2 email notifications, one from Simplibook (sent immediately) and one from Zapier (is sent in 5 minutes after booking). You may disable email notifications for clients in Simplybook Settings//Email and SMS settings by unchecking the corresponding boxes.
 
 
 
Then enter notification text and press “Continue”. You can create more detailed and rich notification than the one on the example by adding text and using variables from the list.
 
 
 
Test your newly created Zap.
 
 
 
Name it and turn this Zap on.
 
 
 
Check this Zap in the Zap list.
 
 
 
 
 
 
 
Congratulations, you have created a new connection that will send the copies of confirmation emails to various recipients!
 
 
 
 
 
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Latest revision as of 14:31, 11 November 2024