Admin application: Difference between revisions

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==Sharing Timeslots==

There are ~~three~~ ways you can share meeting type timeslots using the app.

There are four ways you can share meeting type timeslots using the app.

In the '''New meeting''' tab click on three dots near the desired meeting type and select the option from the following:

:1. Single timeslot.

Line 67:

:*Proceed to preview and share to save it as a file or send to printer.

[[File:Sm file timeslots.png|800px|center|link=https://help.simplymeet.me/images/e/ec/Sm_file_timeslots.png]]

4. You can share available time slots directly through Telegram for easier and faster communication with your clients.

* Before sharing, make sure you've started the SimplyMeet.me Telegram bot at least once. You can do this by clicking the '''Open Bot''' button in the sharing interface(or in app settings) or searching for the bot @Simply_Meet_Me_Share_Bot in Telegram

* Go to New Meeting and select a Meeting Type or Poll Meeting

* Click on Time Slots, then select Telegram Time Slots

* You can choose time slots from up to 3 different dates. Selected slots will be formatted and prepared for sharing in a Telegram message.

'''Note!''' If you haven't added it in the app Settings, enter your Telegram username in the provided field. It will be saved automatically after a successful share for future use.

You can customize your Telegram messages with the additional custom note or instructions alongside the shared time slots.

Company logo is automatically taken from you account settings, but you can decide whether to share with it or without.

;Notes:

* You must start the bot at least once before sharing works properly.

* The 'Open Bot' button provides a quick way to access and activate the Telegram bot.

* All preferences (Telegram username, logo sharing and custom message) are automatically saved after a successful share, so you only need to set them once.

[[File:Telegram timeslot sharing sm.png|1200px|center|link=https://help.simplymeet.me/images/e/ea/Telegram_timeslot_sharing_sm.png]]

You can also share timeslots as the '''single-use links''' to allow the meeting organiser to share access with a participant for a one-time use, ensuring security and preventing unauthorized access.

Once the meeting is scheduled, the link becomes inactive, enhancing privacy and reducing the risk of unwanted attendees.

To use this option from the admin application please enable "Single-use" option for single or set timeslots sharing and then send them to the potential invitees the way you prefer.

Or you can click on "Share" option per meeting type, enable "Single-use" and send the link to the clients.

[[File:Sm admin app single use links.png|800px|center|link=https://help.simplymeet.me/images/4/47/Sm_admin_app_single_use_links.png]]

==Сlients==

'''Please note:''' This feature is currently available only in the mobile app.

The Clients feature allows you to efficiently manage your client database with a range of functionalities:

* '''Add or Import Clients:''' Add new clients or import client lists directly in the admin application.

* '''Edit Client Details:''' Update client information, including company, location, time zone, assigned groups, tags, and notes. You can also add website details and social media links.

* '''Client Grouping and Tags:''' Organize your clients by grouping them or assigning tags for better categorization.

* '''Bulk Actions:''' Select multiple clients for quick and efficient management.

* '''Search and Filter:''' Use the search bar and filters to easily find specific clients or groups.

* '''Export Client List:''' Export your client list to a file for external use or backup.

* '''Client Reports:''' Generate and view detailed client reports to track and analyze client data.

* '''Automation Settings:''' Enable the option to automatically save clients when scheduling meetings in the app.

[[File:Clients in sm app options.png|1200px|center|link=https://help.simplymeet.me/images/a/ac/Clients_in_sm_app_options.png]]

For quick access, an '''“Add Client” shortcut''' is available, making it simple to add new clients on the go.

This feature is designed to help you keep track of your clients and manage them seamlessly.

More features to come!

@@ Line 47: / Line 47: @@
 ==Sharing Timeslots==
-There are three ways you can share meeting type timeslots using the app.<br>
+There are four ways you can share meeting type timeslots using the app.<br>
 In the '''New meeting''' tab click on three dots near the desired meeting type and select the option from the following:
 :1. Single timeslot.
@@ Line 67: / Line 67: @@
 :*Proceed to preview and share to save it as a file or send to printer.
 [[File:Sm file timeslots.png|800px|center|link=https://help.simplymeet.me/images/e/ec/Sm_file_timeslots.png]]
+<br><br>
+. You can share available time slots directly through Telegram for easier and faster communication with your clients.<br>
+* Before sharing, make sure you've started the SimplyMeet.me Telegram bot at least once. You can do this by clicking the '''Open Bot''' button in the sharing interface(or in app settings) or searching for the bot @Simply_Meet_Me_Share_Bot in Telegram<br>
+* Go to New Meeting and select a Meeting Type or Poll Meeting
+* Click on Time Slots, then select Telegram Time Slots
+* You can choose time slots from up to 3 different dates. Selected slots will be formatted and prepared for sharing in a Telegram message.
+<br><br>
+'''Note!''' If you haven't added it in the app Settings, enter your Telegram username in the provided field. It will be saved automatically after a successful share for future use.
+<br><br>
+You can customize your Telegram messages with the additional custom note or instructions alongside the shared time slots.<br>
+Company logo is automatically taken from you account settings, but you can decide whether to share with it or without.
+<br><br>
+;Notes:
+* You must start the bot at least once before sharing works properly.
+* The 'Open Bot' button provides a quick way to access and activate the Telegram bot.
+* All preferences (Telegram username, logo sharing and custom message) are automatically saved after a successful share, so you only need to set them once.
+[[File:Telegram timeslot sharing sm.png|1200px|center|link=https://help.simplymeet.me/images/e/ea/Telegram_timeslot_sharing_sm.png]]
+<br><br>
+You can also share timeslots as the '''single-use links''' to allow the meeting organiser to share access with a participant for a one-time use, ensuring security and preventing unauthorized access.<br>
+Once the meeting is scheduled, the link becomes inactive, enhancing privacy and reducing the risk of unwanted attendees.<br>
+To use this option from the admin application please enable "Single-use" option for single or set timeslots sharing and then send them to the potential invitees the way you prefer.<br>
+Or you can click on "Share" option per meeting type, enable "Single-use" and send the link to the clients.<br>
+[[File:Sm admin app single use links.png|800px|center|link=https://help.simplymeet.me/images/4/47/Sm_admin_app_single_use_links.png]]
 <br><br>
+==Сlients==
+'''Please note:''' This feature is currently available only in the mobile app.
+<br><br>
+The Clients feature allows you to efficiently manage your client database with a range of functionalities:<br>
+* '''Add or Import Clients:''' Add new clients or import client lists directly in the admin application.
+* '''Edit Client Details:''' Update client information, including company, location, time zone, assigned groups, tags, and notes. You can also add website details and social media links.
+* '''Client Grouping and Tags:''' Organize your clients by grouping them or assigning tags for better categorization.
+* '''Bulk Actions:''' Select multiple clients for quick and efficient management.
+* '''Search and Filter:''' Use the search bar and filters to easily find specific clients or groups.
+* '''Export Client List:''' Export your client list to a file for external use or backup.
+* '''Client Reports:''' Generate and view detailed client reports to track and analyze client data.
+* '''Automation Settings:''' Enable the option to automatically save clients when scheduling meetings in the app.
+[[File:Clients in sm app options.png|1200px|center|link=https://help.simplymeet.me/images/a/ac/Clients_in_sm_app_options.png]]
+<br><br>
+For quick access, an '''“Add Client” shortcut''' is available, making it simple to add new clients on the go.<br>
+This feature is designed to help you keep track of your clients and manage them seamlessly.
+<br><br>
 More features to come!
+<br><br><br><br>