Meeting notifications: Difference between revisions

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[[File:Simplymeet email notifications.png|1200px|center]]

4. Adjust the template text if necessary.

You can also decide if you would like to allow cancellations and/or rescheduling right from the notification per meeting type.

[[File:Allow to cancel and reschedule.png|1200px|center|link=https://help.simplymeet.me/images/3/3b/Allow_to_cancel_and_reschedule.png]]

5. Click Save button.

<h2 id="email-reminders">Email Reminders</h2>

If you need to send SMS reminders, you can use [[SMS Gateway|SMS Integration]].

:'''Note!''' Editing the templates is available within '''Professional''' subscription.

To reduce no-shows you can automatically send email messages hours or minutes before the meeting starts.

[[File:Simplymeet reminders path.png|1200px|center]]

</div>

4. Click Save ~~button~~.

How to enable email reminders

1. From the Meeting Types page, edit existing meeting type or create a new one.

2. Expand Reminders tab.

3. Under the Email Reminders 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.

You can also add a

merge tag 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.

[[File:Simplymeet merge tag reminders path.png|1200px|center]]

</div>

The merge tag will be replaced with the proper value when the message will be sent. For example, the

<nowiki>#{{meetingName}}</nowiki> merge tag will be replaced with the name of your Meeting Type.

4. At

Timing specify the how many hours or minutes before the meeting you want to send the reminder. You can add additional reminders by clicking the Add new reminder.

5. Click

Save.

By default, email reminders will be sent to you and your invitee.

<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.

~~Follow-up notifications help users keep track of their meetings~~ and ~~ensure that they remember~~ to ~~follow up with clients after~~ a meeting. ~~This feature is specifically helpful for sales professionals, consultants, and other professionals who rely on building relationships with clients to grow their businesses.~~

:'''Note!''' Editing the templates is available within '''Professional''' subscription.

~~To use~~ follow-up ~~notifications in SimplyMeet~~.me~~, users can set the timing for the message when setting up their meeting type~~. ~~This can be done by enabling~~ the "Send follow-up emails to invitee~~" option~~ and ~~specifying~~ the ~~minutes or hours after the meeting that~~ the notification should be sent.

;How to use

~~Users can also customise~~ the follow-up notification ~~templates~~ to ~~their needs and choose~~ to ~~send multiple follow~~-~~ups spaced out over time~~. ~~This can~~ help ~~ensure that clients are reminded to take action or follow up on any tasks discussed during~~ the ~~meeting~~.

: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]]

: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]]

: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]]

: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]]

<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.

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]]

2. Find "Add extra email addresses for meeting confirmations" item.

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]]

4. Save the changes.

'''Note!''' Your registered email will still receive all notifications and is the only email used for logging in.

@@ Line 54: / Line 54: @@
 <p>
 [[File:Simplymeet email notifications.png|1200px|center]]
+</p>
+<p>
+. 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.
+</p>
+<p>
+[[File:Allow to cancel and reschedule.png|1200px|center|link=https://help.simplymeet.me/images/3/3b/Allow_to_cancel_and_reschedule.png]]
+</p>
+<p class="no-margin">
+. Click <strong>Save</strong> button.
+</p>
+<h2 id="email-reminders">Email Reminders</h2>
+<br><br>
+If you need to send SMS reminders, you can use [[SMS Gateway|SMS Integration]].
+<br><br>
+<p>
+:'''Note!''' Editing the templates is available within '''Professional''' subscription.
+</p>
+<p class="no-margin">
+	To reduce no-shows you can automatically send email messages hours or minutes before the meeting starts.
+</p>
+<p class="no-margin">
 </p>
 <div class="intercom-container">
+[[File:Simplymeet reminders path.png|1200px|center]]
 </div>
 <p class="no-margin">
-. Click <strong>Save</strong> button.
+	<strong>How to enable email reminders</strong>
+</p>
+<p class="no-margin">
+</p>
+. From the <strong>Meeting Types</strong> page, edit existing meeting type or create a new one.<br>
+. Expand <strong>Reminders</strong> tab.<br>
+. 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>
+<p class="no-margin">
+	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.
+</p>
+<div class="intercom-container">
+[[File:Simplymeet merge tag reminders path.png|1200px|center]]
+</div>
+<p class="no-margin">
+</p>
+<p class="no-margin">
+	The merge tag will be replaced with the proper value when the message will be sent. For example, the
+	<strong><nowiki>#{{meetingName}}</nowiki></strong> merge tag will be replaced with the name of your Meeting Type.
+</p>
+<p class="no-margin">
+. 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>
+</p>
+<p class="no-margin">
+. Click
+	<strong>Save</strong>.
+</p>
+<p class="no-margin">
+	By default, email reminders will be sent to you and your invitee.
 </p>
 <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>
-Follow-up notifications help users keep track of their meetings and ensure that they remember to follow up with clients after a meeting. <br>This feature is specifically helpful for sales professionals, consultants, and other professionals who rely on building relationships with clients to grow their businesses.<br>
+:'''Note!''' Editing the templates is available within '''Professional''' subscription.<br><br>
-To use follow-up notifications in SimplyMeet.me, users can set the timing for the message when setting up their meeting type. This can be done by enabling the "Send follow-up emails to invitee" option and specifying the minutes or hours after the meeting that the notification should be sent.<br>
+;How to use
-Users can also customise the follow-up notification templates to their needs and choose to send multiple follow-ups spaced out over time. This can help ensure that clients are reminded to take action or follow up on any tasks discussed during the meeting.
+: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]]
+<br><br>
+: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]]
+<br><br>
+: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]]
+<br><br>
+: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]]
+<br><br>
+<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>
+. 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]]
+<br><br>
+. Find "Add extra email addresses for meeting confirmations" item.<br>
+. 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]]
+<br><br>
+. Save the changes.
+<br><br>
+'''Note!''' Your registered email will still receive all notifications and is the only email used for logging in.
+<br><br>
 <br><br>