Team Scheduling: Difference between revisions
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* Supports Google, Outlook, and other calendar types.<br> | * Supports Google, Outlook, and other calendar types.<br> | ||
* Displays only "busy" events for all calendars except Outlook, which shows events with all statuses.<br> | * Displays only "busy" events for all calendars except Outlook, which shows events with all statuses.<br> | ||
* Available only via the | * Available only via the “Teammates” Calendar View. <br> | ||
* Events are color-coded for quick identification.<br> | * Events are color-coded for quick identification.<br> | ||
* External events can be clicked to view details in a popup but cannot be edited or removed. | * External events can be clicked to view details in a popup but cannot be edited or removed. | ||
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1. Navigate to '''Calendar Integrations''' in your SimplyMeet.me account.<br> | 1. Navigate to '''Calendar Integrations''' in your SimplyMeet.me account.<br> | ||
2. Click the '''Add Calendar Account''' button to connect external calendars such as Google, Outlook, or others. | 2. Click the '''Add Calendar Account''' button to connect external calendars such as Google, Outlook, or others. | ||
[[File:Sm connect external calendar list new step2.png|1200px|center|link=https://help.simplymeet.me/images/2/28/Sm_connect_external_calendar_list_new_step2.png]] | |||
<br><br> | <br><br> | ||
'''Step 2: Configure Conflict Checks''' | '''Step 2: Configure Conflict Checks''' | ||
1. Under '''Configurations''', select the '''Check for Conflicts''' option to identify which of your external calendars should be considered for conflict checking. | 1. Under '''Configurations''', select the '''Check for Conflicts''' option to identify which of your external calendars should be considered for conflict checking. | ||
[[File:Sm check calendars for conflicts new.png|1200px|center|link=https://help.simplymeet.me/images/1/1e/Sm_check_calendars_for_conflicts_new.png]] | |||
<br><br> | <br><br> | ||
'''Step 3: Manage Calendar Sharing Permissions''' | '''Step 3: Manage Calendar Sharing Permissions''' | ||
Scroll to the '''Give Access to Colleagues''' section to manage sharing settings: | Scroll to the '''Give Access to Colleagues''' section to manage sharing settings: | ||
[[File:Sm give access to colleagues path.png|1200px|center|link=https://help.simplymeet.me/images/9/93/Sm_give_access_to_colleagues_path.png]] | |||
<br><br> | |||
* '''Choose shared calendars:''' Select which external calendars to share with your organization.<br> | * '''Choose shared calendars:''' Select which external calendars to share with your organization.<br> | ||
[[File:Sm select calendar for access.png|1200px|center|link= | |||
https://help.simplymeet.me/images/6/6b/Sm_select_calendar_for_access.png]] | |||
* '''Set user access levels:''' Assign visibility based on user tiers:<br> | * '''Set user access levels:''' Assign visibility based on user tiers:<br> | ||
<ul> | <ul> | ||
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::<li>'''No one:''' Shared calendars remain private and inaccessible to other users.</li> | ::<li>'''No one:''' Shared calendars remain private and inaccessible to other users.</li> | ||
</ul> | </ul> | ||
[[File:Sm give access to option.png|1200px|center|link=https://help.simplymeet.me/images/d/d0/Sm_give_access_to_option.png]] | |||
<br><br> | <br><br> | ||
'''Step 4: Use the | '''Step 4: Use the Teammates Calendar View''' | ||
1. Navigate to the SimplyMeet.me calendar and select ''' | 1. Navigate to the SimplyMeet.me calendar and select '''Teammmates Calendar View'''.<br> | ||
2. Apply filters to focus on specific team members’ schedules.<br> | 2. Apply filters to focus on specific team members’ schedules.<br> | ||
3. Identify a suitable time slot by reviewing color-coded availability indicators. | 3. Identify a suitable time slot by reviewing color-coded availability indicators. | ||
[[File:Sm teammates calendar view new.png|1200px|center|link=https://help.simplymeet.me/images/c/cb/Sm_teammates_calendar_view_new.png]] | |||
<br><br> | <br><br> | ||
'''Step 5: Schedule a Meeting''' | '''Step 5: Schedule a Meeting''' | ||
1. In the ''' | 1. In the '''Teammates Calendar View''', click on an available time slot in your SimplyMeet.me calendar.<br> | ||
2. The system will auto-add the filtered team members as participants.<br> | 2. The system will auto-add the filtered team members as participants.<br> | ||
3. Complete the meeting details, and confirm the appointment. | 3. Complete the meeting details, and confirm the appointment. | ||
[[File:Sm users view participants added to new meeting.png|1200px|center|link=https://help.simplymeet.me/images/d/d5/Sm_users_view_participants_added_to_new_meeting.png]] | |||
<br><br> | |||
'''Scheduling Meetings on Behalf of a Teammate''' | |||
1. Open the '''Teammates''' Calendar View and click on an available time slot.<br> | |||
2. From the '''Meeting Type''' drop-down, select a personal meeting type for the teammate.<br> | |||
3. Optionally, exclude yourself from the participant list to avoid receiving notifications about the meeting.<br> | |||
4. Fill in the meeting details and confirm the appointment.<br> | |||
5. The selected teammate will be the meeting host. | |||
<br><br> | <br><br> | ||