Getting Started with SimplyMeet.me: Difference between revisions

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1. The first step suggests to create your first meeting type.
1. The first step suggests to create your first meeting type.
You can add a) its name; b) adjust availability and c) duration.
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]]
[[File:Sb onboarding step 1.png|1200px|center|link=https://help.simplymeet.me/images/a/a4/Sb_onboarding_step_1.png]]
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</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>Zoho Calendar</li>
<li>[[How to connect your FastMail Calendar|FastMail]]</li>
<li>[[How to connect your FastMail Calendar|FastMail]]</li>
<li>[[How to connect your NextCloud Calendar|NextCloud]]</li>
<li>[[How to connect your NextCloud Calendar|NextCloud]]</li>
<li>[[How to connect Zimbra Calendar|Zimbra]]</li>
<li>[[How to connect Zimbra Calendar|Zimbra]]</li>
<li>Daylite.</li>
<li>Daylite</li>
<li>Mailo</li>
<li>And any CalDAV compatible calendar.</li>
<li>And any CalDAV compatible calendar.</li>
</ol>
</ol>
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<ol>
<ol>
<li>Go to <strong>[https://secure.simplymeet.me/calendars Calendar Integration]</strong> page.</li>
<li>Go to <strong>[https://secure.simplymeet.me/calendars Calendar Integration]</strong> page.</li>
<li>Click on '''Add calendar account''' button and 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:Sm calendar integrations step 1 new.png|1200px|center|link=https://help.simplymeet.me/images/0/00/Sm_calendar_integrations_step_1_new.png]]
[[File:Add calendar account new sm.png|1200px|center|link=https://help.simplymeet.me/images/6/69/Add_calendar_account_new_sm.png]]
</p>
</p>
<p>
<p>
[[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]]
[[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>
3. Once you connect your Google Calendar you should see the details of the currently connected calendar:
3. To connect your calendar, click Connect next to your calendar type.
</p>
</p>
<p>
<p>
[[File:Sm connected calendars new.png|1200px|center|link=https://help.simplymeet.me/images/d/de/Sm_connected_calendars_new.png]]
'''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.
</p>
<div class="intercom-container">
</div>
<p>
4. Choose which calendars should SimplyMeet.me check for conflicts.
</p>
<p>
SimplyMeet.me will read availability from these calendars and will make sure
<strong>it won't double book you.</strong>
</p>
<p>
[[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]]
</p>
</p>
4. Once the calendar is connected, you’ll see the details of the currently linked calendar.
==Step 2. Customize a Meeting Type==
==Step 2. Customize a Meeting Type==
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<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>
<div class="intercom-container">
<div class="intercom-container">
[[File:Simplymeet meeting types.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>
<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.
'''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:Sm check calendars for conflicts per meeting type.png|1200px|center|link=https://help.simplymeet.me/images/8/8b/Sm_check_calendars_for_conflicts_per_meeting_type.png]]</li>
[[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>
</ol>
 
<br>
==Step 3. Share your Booking Page Link==
==Step 3. Share your Booking Page Link==
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<p class="no-margin">