SimplyMeet.me

Meeting notifications: Difference between revisions

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By default, when the invitee schedules a new meeting with you, SimplyMeet.me sends a notification email with the details about newly scheduled meetings.&nbsp;
By default, when the invitee schedules a new meeting with you, SimplyMeet.me sends a notification email with the details about newly scheduled meetings.<br>
This email notification contains a link your invitees can use to add the event to their calendar.
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This email notification contains a link your invitees can use to add the event to their calendar.
When you connect your online calendar (Outlook, Google etc.), SimplyMeet.me can send the calendar invitation/notification directly from your online calendar that automatically adds the event to both your calendars.<br>
The invitee will be added as an attendee to the same event in your calendar
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<h2 id="how-to-enable-calendar-notifications">How to enable calendar notifications</h2>
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When you connect your online calendar (Outlook, Google etc.), SimplyMeet.me can send the calendar invitation/notification directly from your online calendar that automatically adds the event to both your calendars.
1. Go to <strong>Meeting Types</strong> and edit one of the meeting types.<br>
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The invitee will be added as an attendee to the same event in your calendar
2. Expand the <strong>Notifications &amp; Email Templates</strong> section.<br>
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3. Choose the <strong>Calendar Notifications</strong> from the <strong>Notifications Type</strong> dropdown.<br>
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<h2 id="how-to-enable-calendar-notifications">How to enable calendar notifications</h2>
<ol>
<li>Go to <strong>Meeting Types</strong> and edit one of the meeting types.</li>
<li>Expand the <strong>Notifications &amp; Email Templates</strong> section.</li>
<li>Choose the <strong>Calendar Notifications</strong> from the <strong>Notifications Type</strong> dropdown.</li>
</ol>
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<p>
[[File:Calendar notifications option path.png|center]]
[[File:Simplymeet calendar notifications.png|1200px|center]]
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4.&nbsp;Click  
4.Click <strong style="background-color: initial;">Save</strong> button.
<strong style="background-color: initial;">Save</strong> button.
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<div class="intercom-container">
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[[File:Google calendar meeting example.png|center]]
[[File:Simplymeet calendar invitation example.png|1200px|center]]
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Make sure the  
Make sure the  
[https://support.google.com/calendar/answer/37242 Calendar Notifications in your Google Calendar are turned on].
[https://support.google.com/calendar/answer/37242 Calendar Notifications in your Google Calendar are turned on].
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<h2 id="how-to-enable-email-notifications">How to enable email notifications</h2>
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:'''Note!''' Editing the templates is available within '''Professional''' subscription.
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<p>
1. Go to <strong>Meeting Types</strong> and edit one of the meeting types.<br>
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2. Expand the <strong>Notifications &amp; Email Templates</strong> section.<br>
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3. Choose the <strong>Email Notifications</strong> from the <strong>Notifications Type</strong> dropdown.<br>
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[[File:Simplymeet email notifications.png|1200px|center]]
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4. Adjust the template text if necessary.<br>
You can also decide if you would like to allow cancellations and/or rescheduling right from the notification per meeting type.
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[[File:Allow to cancel and reschedule.png|1200px|center|link=https://help.simplymeet.me/images/3/3b/Allow_to_cancel_and_reschedule.png]]
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5. Click <strong>Save</strong> button.
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<h2 id="email-reminders">Email Reminders</h2>
<br><br>
If you need to send SMS reminders, you can use [[SMS Gateway|SMS Integration]].
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<p>
:'''Note!''' Editing the templates is available within '''Professional''' subscription.
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To reduce no-shows you can automatically send email messages hours or minutes before the meeting starts.
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<h2 id="how-to-enable-email-notifications">How to enable email notifications</h2>
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<ol>
</p>
<li>Go to <strong>Meeting Types</strong> and edit one of the meeting types.</li>
<div class="intercom-container">
<li>Expand the <strong>Notifications &amp; Email Templates</strong> section.</li>
[[File:Simplymeet reminders path.png|1200px|center]]
<li>Choose the <strong>Email Notifications</strong> from the <strong>Notifications Type</strong> dropdown.</li>
</div>
</ol>
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<strong>How to enable email reminders</strong>
[[File:Email notifications option path.png|center]]
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1. From the <strong>Meeting Types</strong> page, edit existing meeting type or create a new one.<br>
2. Expand <strong>Reminders</strong> tab.<br>
3. Under the <strong>Email Reminders</strong> section, there will be a default email message which will be sent to you and your invitee before the meeting. You can customize the body and the subject of the email reminder.<br>
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You can also add a
<strong>merge tag</strong> by pointing your mouse to the place where you want to insert the tag. Then click the "merge tags" icon (see below). The list with all merge tags will show up.
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<div class="intercom-container">
<div class="intercom-container">
[[File:Simplymeet merge tag reminders path.png|1200px|center]]
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4. Click  
The merge tag will be replaced with the proper value when the message will be sent. For example, the
<strong>Save</strong> button.
<strong><nowiki>#{{meetingName}}</nowiki></strong> merge tag will be replaced with the name of your Meeting Type.
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4. At
<strong>Timing </strong>specify the how many hours or minutes before the meeting you want to send the reminder. You can add additional reminders by clicking the <strong>Add new reminder.</strong>
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5. Click  
<strong>Save</strong>.
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By default, email reminders will be sent to you and your invitee.
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<h2 id="follow-up-notifications">Follow up notifications</h2>
Follow-up notification is a feature offered by the SimplyMeet.me meeting scheduling solution allowing users to set a “follow-up” with clients after their appointment. This feature lets users decide when and how many to send follow-up notifications to their clients.<br>
:'''Note!''' Editing the templates is available within '''Professional''' subscription.<br><br>
;How to use
:1. Navigate to your '''[https://secure.simplymeet.me/event_types/ Meeting types page]''' and select to edit the desired meeting type or create a new one (if necessary)
[[File:Create or edit personal meeting type.png|1200px|center|link=https://help.simplymeet.me/images/0/09/Create_or_edit_personal_meeting_type.png]]
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:2. Scroll the page to the '''Reminders and follow-up block''' and choose '''Follow up email''' option.
[[File:Follow up email path.png|1200px|center|link=https://help.simplymeet.me/images/9/9e/Follow_up_email_path.png]]
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:3. Check the box '''Send follow-up emails to invitee''' and set the time when the notification should be sent to the customer.
[[File:Set follow up timing.png|1200px|center|link=https://help.simplymeet.me/images/6/67/Set_follow_up_timing.png]]
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:4. Adjust the email template if necessary.
:Save settings.
[[File:Set follow up email.png|1200px|center|link=https://help.simplymeet.me/images/1/12/Set_follow_up_email.png]]
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<h2 id="how-to-enable-additional-notification-emails">How to enable Additional Notification Emails</h2>
You can add extra email addresses to receive meeting confirmations alongside the admin's email.<br>
1. Navigate to '''Integrations & Plugins''' -> '''Additional Notification Emails''' -> '''Enable'''.
[[File:Sm additional notification emails enable path.png|1200px|center|link=https://help.simplymeet.me/images/e/e1/Sm_additional_notification_emails_enable_path.png]]
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2. Find "Add extra email addresses for meeting confirmations" item.<br>
3. Add email addresses separated by commas (e.g., email1@example.com, email2@example.com).
[[File:Sm add additional emails.png|1200px|center|link=https://help.simplymeet.me/images/8/80/Sm_add_additional_emails.png]]
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4. Save the changes.
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'''Note!''' Your registered email will still receive all notifications and is the only email used for logging in.
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