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How to manage meetings from Internal calendar: Difference between revisions

Created page with " =How to create a new meeting= <p> In Calendar (tab in the left-side menu) select the desirable view, the date you need to add the booking to (you may also use the filters at..."
 
 
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=How to create a new meeting=
=How to create a new meeting=
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<p>
In Calendar (tab in the left-side menu) select the desirable view, the date you need to add the booking to (you may also use the filters at the top for convenience) and either simply click on free space or select the necessary time period by dragging.<br>
In the '''Calendar''' tab (left-side menu), select your preferred '''view''' and the '''date''' you want to add a booking to. You can also use the '''filters''' at the top for easier navigation.
Fill in the pop-up form: Event info (Meeting type; Timezone), add Client info (Full name; Email; Phone), set the start and end date and times before saving the meeting.<br>
(It may be required to fill in Question(s) fields in the pop-up form in case you use Custom Questions.<br>
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<p>
'''Please note!''' It is not possible to accept Payments for the meetings created from the Internal calendar for now.<br>
There are three ways to create a new booking:
* Click on any free time slot, or
* Click and drag over the desired time range to select it.
* Alternatively, you can use the '''New Meeting''' button
[File:Sm create meeting from calendar new.png|1200px|center|link=https://help.simplymeet.me/images/5/5e/Sm_create_meeting_from_calendar_new.png]]
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Fill in the pop-up form: Event info (Meeting type; Timezone), add Client info (Full name; Email; Phone), set the date and start time before saving the meeting.
'''Please note:''' it may be required to fill in Question(s) fields in the pop-up form in case you use Custom Questions.
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==Additional Meeting Options==
Optionally, you can add '''Custom Meeting Details''' (name and description) that apply only to this specific meeting.
[[File:Sm custom meeting details.png|1200px|center|link=https://help.simplymeet.me/images/9/9c/Sm_custom_meeting_details.png]]
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If you want to make the meeting recurring, use the '''Repeat''' dropdown menu.<br>
For more details, see our guide on [[Recurring_Meetings|recurring meetings]].<br>
If the meeting should be one-time, set the '''Repeat''' dropdown to '''Does not repeat'''.
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<p>
'''For Organization Owners:'''<br>
You can schedule a meeting on behalf of a teammate from the '''Teammates Calendar View'''.<br>
[[File:Sm teammates view.png|1200px|center|link=https://help.simplymeet.me/images/9/94/Sm_teammates_view.png]]
For a complete tutorial, [[Team_Scheduling|click here]].<br>
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=How to change meetings=
=How to change meetings=
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'''Please note!''' It is not possible to reschedule passed or canceled events.
'''Please note!''' It is not possible to reschedule passed or canceled events.
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[[File:Reschedule from calendar path.png|1200px|center|link=https://help.simplymeet.me/images/8/8b/Reschedule_from_calendar_path.png]]
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You can also easily Invite more participants and Add private notes to the upcoming meetings.<br>
You can also easily Invite more participants and Add private notes to the upcoming meetings.<br>
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=How to apply a No Show status=
=How to apply a No Show status=
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<p>
To apply a No Show status to a passed meeting in Calendar (tab in the left-side menu) click on the meeting to open a form and then press No Show to change its status.  
To apply a No Show status to a passed meeting in Calendar (tab in the left-side menu) click on the meeting to open a form and then press No Show to change its status.
[[File:Apply no show status sm calendar.png|1200px|center|link=https://help.simplymeet.me/images/c/c5/Apply_no_show_status_sm_calendar.png]]
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To cancel a meeting in Calendar (tab in the left-side menu) click on the meeting to open a form and then press on the Cancel button.<br>
To cancel a meeting in Calendar (tab in the left-side menu) click on the meeting to open a form and then press on the Cancel button.<br>
Canceled and passed meetings can be fully deleted  from the internal calendar by pressing the Delete button.
Canceled and passed meetings can be fully deleted  from the internal calendar by pressing the Delete button.
[[File:Cancel meeting from sm calendar.png|1200px|center|link=https://help.simplymeet.me/images/c/c3/Cancel_meeting_from_sm_calendar.png]]
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