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How to manage meetings from Internal calendar: Difference between revisions

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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.
[[File:Calendar page sm- free space.png|1200px|center|link=https://help.simplymeet.me/images/0/0a/Calendar_page_sm-_free_space.png]]
 
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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'''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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[[File:New meeting form admin.png|1200px|center|link=https://help.simplymeet.me/images/1/16/New_meeting_form_admin.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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<p>
==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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