SimplyMeet.me

Getting Started with SimplyMeet.me: Difference between revisions

Created page with "<p class="no-margin"> Follow these 4 steps and you’ll get your SimplyMeet.me account up and running in no time. </p> <ul> <li> <strong>By the end of step 2:</strong> You..."
 
 
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Follow these 4 steps and you’ll get your SimplyMeet.me account up and running in no time.
Follow these simple steps and you’ll get your SimplyMeet.me account up and running in no time.
</p>
</p>
<ul>
<li> <strong>By the end of step 2:</strong> You’ll be up and ready to serve customers.</li>
<li> <strong>By the end of step 4</strong>: You'll be smiling that your first meeting has been booked.</li>
</ul>
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'''Video''' [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=qieY40PYMeQ]]
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<h1 id="step-1-connect-your-online-calendar">Step 1. Connect your online Calendar</h1>
=Option 1. Use onboarding tour=
 
After you create an account you will be guided through the onboarding steps to show the main settings. It will also allow you to have a bookable meeting type ready just in a few minutes.
 
1. The first step suggests to create your first meeting type.
You can add '''a)''' its name; '''b)''' adjust availability and '''c)''' duration.
[[File:Sb onboarding step 1.png|1200px|center|link=https://help.simplymeet.me/images/a/a4/Sb_onboarding_step_1.png]]
<br><br>
2. On the next step you can connect your calendar that will be used to sync the availability and booked meetings with.
It is also possible to skip this step and use internal SimplyMeet.me calendar only.
(you will be able to add more adjustments later if needed)
[[File:Sm onboarding connect calendar.png|1200px|center|link=https://help.simplymeet.me/images/8/81/Sm_onboarding_connect_calendar.png]]
<br><br>
=Option 2. Adding settings if the onboarding was skipped=
==Step 1. Connect your online Calendar==
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First things first, let’s get your online calendar connected to SimplyMeet.me so the booked meetings can be added there and so you're never double booked.
First things first, let’s get your online calendar connected to SimplyMeet.me so the booked meetings can be added there and so you're never double booked.
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You can connect the following calendars (up to 3 at once):
You can connect the following calendars (up to 3 at once):
</p>
</p>
<ol>
<ol>
<li>Google.</li>
<li>Google</li>
<li>Outlook/Office 365.</li>
<li>Outlook/Office 365</li>
<li>iCloud.</li>
<li>iCloud</li>
<li>[[FastMail]]</li>
<li>Zoho Calendar</li>
<li>[[NextCloud]]</li>
<li>[[How to connect your FastMail Calendar|FastMail]]</li>
<li>[[Zimbra]]</li>
<li>[[How to connect your NextCloud Calendar|NextCloud]]</li>
<li>Daylite.</li>
<li>[[How to connect Zimbra Calendar|Zimbra]]</li>
<li>Daylite</li>
<li>Mailo</li>
<li>And any CalDAV compatible calendar.</li>
<li>And any CalDAV compatible calendar.</li>
</ol>
</ol>
<h2 id="lets-connect-the-calendar-account">Let's connect the calendar account:</h2>
<br>
'''Let's connect the calendar account:'''
<ol>
<ol>
<li>Go to <strong>[https://app.harmonizely.com/calendars/ Calendar Integration]</strong> page.</li>
<li>Go to <strong>[https://secure.simplymeet.me/calendars Calendar Integration]</strong> page.</li>
<li>Choose one of the connection type, e.g. Google Calendar and click <strong>Connect</strong> button.</li>
<li>Click on '''Add calendar account''' button and choose your Calendar type or CalDAV connection.
</li>
</ol>
</ol>
<p>
<p>
[[File:Connect calendar options.png|1200px|center]]
[[File:Add calendar account new sm.png|1200px|center|link=https://help.simplymeet.me/images/6/69/Add_calendar_account_new_sm.png]]
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<p>
<p>
3.&nbsp;Once you connect your Google Calendar you should see the details of the currently connected calendar:
[[File:Sm new calendars list.png|1200px|center|link=https://help.simplymeet.me/images/a/a1/Sm_new_calendars_list.png]]
</p>
</p>
<p>
<p>
[[File:Connected calendar details.png|1200px|center]]
3. To connect your calendar, click Connect next to your calendar type.
</p>
<div class="intercom-container">
</div>
<p>
4. Choose which calendars should SimplyMeet.me check for conflicts.
</p>
</p>
<p>
<p>
SimplyMeet.me will read availability from these calendars and will make sure
'''Note:''' After clicking '''Connect''', you will either be redirected to your calendar provider to complete the integration automatically, or you’ll see a page with step-by-step instructions for manual setup, including where to enter your credentials.
<strong>it won't double book you.</strong>
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<h1 id="step-2-customize-a-meeting-type">Step 2. Customize a Meeting Type</h1>
4. Once the calendar is connected, you’ll see the details of the currently linked calendar.
 
==Step 2. Customize a Meeting Type==
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Meeting Types help you customize your availability, time zone, meeting duration, email reminders and more of your meetings.
Meeting Types help you customize your availability, time zone, meeting duration, email reminders and more of your meetings.
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</p>
</p>
<ol>
<ol>
<li>Go to [https://app.harmonizely.com/event_types/ Meeting Types] page.</li>
<li>Go to [https://secure.simplymeet.me/event_types/#/ Meeting Types] page.</li>
<li>Edit the default meeting type or create a new one with your custom availability and configuration.</li>
<li>Edit the default meeting type or create a new one with your custom availability and configuration.</li>
</ol>
<div class="intercom-container">
<div class="intercom-container">
[[File:Meeting types edit.png|1200px|center]]
[[File:Sm create new meeting type path upd.png|1200px|center|link=https://help.simplymeet.me/images/c/c0/Sm_create_new_meeting_type_path_upd.png]]
</div>
</div>
<li>(optional) You can select the specific calendars to be checked for conflicts per each meeting type if necessary. This settings has higher priority than the one in Calendar integrations.<br>
'''Note!''' If you have different calendars checked for conflicts per meeting type, it will be possible to have booked meetings for one and the same date&time for different meeting types.
[[File:Custom calendar settings per meeting type path.png|1200px|center|link=https://help.simplymeet.me/images/6/6c/Custom_calendar_settings_per_meeting_type_path.png]]</li>
</ol>
<br>
==Step 3. Share your Booking Page Link==
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Right now that you have the Calendar connected and your first meeting type created, you can share your booking page link with your invitees.
<h1 id="step-3-share-your-booking-page-link">Step 3. Share your Booking Page Link</h1>
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Right now that you have the Calendar connected and your first meeting type created, you can share your booking page link with your invitees.&nbsp;
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</p>
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The link to your scheduling page is available in the top right corner.
The link to your scheduling page is available in the top right corner.
</p>
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</p>
</p>
<div class="intercom-container">
<div class="intercom-container">
[[File:Share booking page link.png|1200px|center]]
[[File:Simplymeet booking page link.png|1200px|center]]
</div>
</div>
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The booking page will show your availability according to your connected calendar and the configured meeting type.&nbsp;
The booking page will show your availability according to your connected calendar and the configured meeting type.&nbsp;
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By default, the newly created meeting type defines the following availability rules:
By default, the newly created meeting type defines the following availability rules:
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<h1 id="step-4-schedule-a-meeting">Step 4. Schedule a Meeting</h1>
==Step 4. Schedule a Meeting==
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Open your booking page link in the browser and book a test meeting with yourself.
Open your booking page link in the browser and book a test meeting with yourself.
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</p>
<h1 id="but-wait--theres-more">But wait ... there’s more!</h1>
<h1 id="but-wait--theres-more">But wait ... there’s more!</h1>
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Once you’ve got these steps under control, there’s plenty more to explore in Harmonizely.
Once you’ve got these steps under control, there’s plenty more to explore in SimplyMeet.me.
</p>
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</p>
</p>
<ul>
<ul>
<li>Add your branding. Use SimplyMeet.me from your [[domain]]. </li>
<li>Add your branding. Use SimplyMeet.me from your [[Custom Domain|domain]]. </li>
<li> [[Customize the scheduling page]] so it matches your brand. </li>
<li> [[Customize your scheduling page|Customize the scheduling page]] so it matches your brand. </li>
<li>Create a dedicated [[scheduling system for your organization.]] </li>
<li>Create a dedicated [[Create and manage a team|scheduling system for your organization.]] </li>
<li>[[Integrate]] with Microsoft Teams, Zoom and many more applications.</li>
<li>[[Integrations|Integrate]] with Microsoft Teams and many more applications.</li>
</ul>
</ul>
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