Difference between revisions of "Cancellation policy"
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| + | The cancellation policy feature in SimplyMeet.me allows users to set their terms for meeting cancellations and inform their clients about them through the booking site. <br> | ||
This feature is especially useful for businesses or organisations that need to manage their schedule and avoid last-minute cancellations that can cause disruption or loss of revenue.<br> | This feature is especially useful for businesses or organisations that need to manage their schedule and avoid last-minute cancellations that can cause disruption or loss of revenue.<br> | ||
Users can enable the cancellation policy on a user or organisation level, with the option to prioritise the organisation policy over individual policies.<br> | Users can enable the cancellation policy on a user or organisation level, with the option to prioritise the organisation policy over individual policies.<br> | ||
By setting clear and concise cancellation policies, businesses and organisations can help to ensure that their clients understand the terms of cancellation and avoid any misunderstandings or disputes. <br>The cancellation policy feature also helps to improve transparency and build trust between the business and their clients, as clients will feel more informed and empowered to make decisions that align with their needs. | By setting clear and concise cancellation policies, businesses and organisations can help to ensure that their clients understand the terms of cancellation and avoid any misunderstandings or disputes. <br>The cancellation policy feature also helps to improve transparency and build trust between the business and their clients, as clients will feel more informed and empowered to make decisions that align with their needs. | ||
| + | <br> | ||
| + | |||
| + | ==How to set on user level== | ||
| + | |||
| + | :1. Navigate to '''[https://secure.simplymeet.me/profile/edit Account settings]''' page and select '''Custom settings''' tab. | ||
| + | [[File:Cancellation policy path sm.png|1200px|center|link=https://help.simplymeet.me/images/a/aa/Cancellation_policy_path_sm.png]] | ||
| + | <br><br> | ||
| + | :2. Enable '''Cancellation policy''' | ||
| + | [[File:Enable cancellation policy sm.png|1200px|center|link=https://help.simplymeet.me/images/6/6e/Enable_cancellation_policy_sm.png]] | ||
| + | <br><br> | ||
| + | :3. Insert the text for the label and the cancellation policy text to the corresponding fields. | ||
| + | [[File:Cancellation policy text.png|1200px|center|link=https://help.simplymeet.me/images/0/02/Cancellation_policy_text.png]] | ||
| + | <br><br> | ||
| + | <br><br> | ||
| + | :4. Adjust the specific time before meeting when booking cannot be cancelled, do not restrict cancellation time or do not allow cancellations at all. Save settings. | ||
| + | [[File:Time of cancellation setting.png|1200px|center|link=https://help.simplymeet.me/images/8/81/Time_of_cancellation_setting.png]] | ||
| + | <br><br> | ||
| + | :4. As the result the clients will need to check the corresponding box on the booking website when confirming the reservation.<br> | ||
| + | :They can also click on the link to see full text of your cancellation policy in the popup. | ||
| + | [[File:Cancellation policy result booking site.png|1000px|center|link=https://help.simplymeet.me/images/6/67/Cancellation_policy_result_booking_site.png]] | ||
| + | <br><br> | ||
| + | ==How to set on the organization level== | ||
| + | |||
| + | :1. Navigate to '''[https://secure.simplymeet.me/organization/settings Organization settings]''' page, then select '''Custom settings''' tab. | ||
| + | [[File:Organization edit custom settings.png|1200px|center|link=https://help.simplymeet.me/images/1/1b/Organization_edit_custom_settings.png]] | ||
| + | <br><br> | ||
| + | :2. Enable '''Cancellation policy''' | ||
| + | [[File:Enable organization cancellation policy.png|1200px|center|link=https://help.simplymeet.me/images/7/7e/Enable_organization_cancellation_policy.png]] | ||
| + | <br><br> | ||
| + | :3. Insert the text for the label and the cancellation policy text to the corresponding fields. Set the time restrictions for meetings cancellations if necessary. | ||
| + | :Save settings. | ||
| + | [[File:Organization cancellation policy with time settings.png|1200px|center|link=https://help.simplymeet.me/images/9/94/Organization_cancellation_policy_with_time_settings.png]] | ||
| + | <br><br> | ||
| + | :4. (optional) You can also enable the option '''Use organisation cancellation policy as priority''' to overwrite all your organization members' cancellation policies | ||
| + | [[File:Organization cancellation policy as priority.png|1200px|center|link=https://help.simplymeet.me/images/0/03/Organization_cancellation_policy_as_priority.png]] | ||
| + | <br><br> | ||
| + | :5. As the result the clients will need to check the corresponding box on the booking website when confirming the reservation to agree to your policy.<br> | ||
| + | :They can also click on the link to see full text of your cancellation policy in the popup. | ||
| + | [[File:Cancellation policy result booking site.png|1000px|center|link=https://help.simplymeet.me/images/6/67/Cancellation_policy_result_booking_site.png]] | ||
| + | <br><br><br><br> | ||
Latest revision as of 14:16, 4 December 2023
The cancellation policy feature in SimplyMeet.me allows users to set their terms for meeting cancellations and inform their clients about them through the booking site.
This feature is especially useful for businesses or organisations that need to manage their schedule and avoid last-minute cancellations that can cause disruption or loss of revenue.
Users can enable the cancellation policy on a user or organisation level, with the option to prioritise the organisation policy over individual policies.
By setting clear and concise cancellation policies, businesses and organisations can help to ensure that their clients understand the terms of cancellation and avoid any misunderstandings or disputes.
The cancellation policy feature also helps to improve transparency and build trust between the business and their clients, as clients will feel more informed and empowered to make decisions that align with their needs.
How to set on user level
- 1. Navigate to Account settings page and select Custom settings tab.
- 2. Enable Cancellation policy
- 3. Insert the text for the label and the cancellation policy text to the corresponding fields.
- 4. Adjust the specific time before meeting when booking cannot be cancelled, do not restrict cancellation time or do not allow cancellations at all. Save settings.
- 4. As the result the clients will need to check the corresponding box on the booking website when confirming the reservation.
- They can also click on the link to see full text of your cancellation policy in the popup.
How to set on the organization level
- 1. Navigate to Organization settings page, then select Custom settings tab.
- 2. Enable Cancellation policy
- 3. Insert the text for the label and the cancellation policy text to the corresponding fields. Set the time restrictions for meetings cancellations if necessary.
- Save settings.
- 4. (optional) You can also enable the option Use organisation cancellation policy as priority to overwrite all your organization members' cancellation policies
- 5. As the result the clients will need to check the corresponding box on the booking website when confirming the reservation to agree to your policy.
- They can also click on the link to see full text of your cancellation policy in the popup.
