Getting Started with SimplyMeet.me: Difference between revisions
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1. The first step suggests to create your first meeting type. | 1. The first step suggests to create your first meeting type. | ||
You can add a) its name; b) adjust availability and c) duration. | You can add '''a)''' its name; '''b)''' adjust availability and '''c)''' duration. | ||
[[File:Sb onboarding step 1.png|1200px|center|link=https://help.simplymeet.me/images/a/a4/Sb_onboarding_step_1.png]] | [[File:Sb onboarding step 1.png|1200px|center|link=https://help.simplymeet.me/images/a/a4/Sb_onboarding_step_1.png]] | ||
<br><br> | <br><br> | ||
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</p> | </p> | ||
<ol> | <ol> | ||
<li>Google | <li>Google</li> | ||
<li>Outlook/Office 365 | <li>Outlook/Office 365</li> | ||
<li>iCloud | <li>iCloud</li> | ||
<li>Zoho Calendar</li> | |||
<li>[[How to connect your FastMail Calendar|FastMail]]</li> | <li>[[How to connect your FastMail Calendar|FastMail]]</li> | ||
<li>[[How to connect your NextCloud Calendar|NextCloud]]</li> | <li>[[How to connect your NextCloud Calendar|NextCloud]]</li> | ||
<li>[[How to connect Zimbra Calendar|Zimbra]]</li> | <li>[[How to connect Zimbra Calendar|Zimbra]]</li> | ||
<li>Daylite | <li>Daylite</li> | ||
<li>Mailo</li> | |||
<li>And any CalDAV compatible calendar.</li> | <li>And any CalDAV compatible calendar.</li> | ||
</ol> | </ol> | ||
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<ol> | <ol> | ||
<li>Go to <strong>[https://secure.simplymeet.me/calendars Calendar Integration]</strong> page.</li> | <li>Go to <strong>[https://secure.simplymeet.me/calendars Calendar Integration]</strong> page.</li> | ||
<li>Click on '''Add calendar account''' button and choose | <li>Click on '''Add calendar account''' button and choose your Calendar type or CalDAV connection. | ||
</li> | |||
</ol> | </ol> | ||
<p> | <p> | ||
[[File: | [[File:Add calendar account new sm.png|1200px|center|link=https://help.simplymeet.me/images/6/69/Add_calendar_account_new_sm.png]] | ||
</p> | </p> | ||
<p> | <p> | ||
[[File:Sm | [[File:Sm new calendars list.png|1200px|center|link=https://help.simplymeet.me/images/a/a1/Sm_new_calendars_list.png]] | ||
</p> | </p> | ||
<p> | <p> | ||
3. | 3. To connect your calendar, click Connect next to your calendar type. | ||
</p> | </p> | ||
<p> | <p> | ||
'''Note:''' After clicking '''Connect''', you will either be redirected to your calendar provider to complete the integration automatically, or you’ll see a page with step-by-step instructions for manual setup, including where to enter your credentials. | |||
</p> | </p> | ||
4. Once the calendar is connected, you’ll see the details of the currently linked calendar. | |||
==Step 2. Customize a Meeting Type== | ==Step 2. Customize a Meeting Type== | ||
<p class="no-margin"> | <p class="no-margin"> | ||
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<li>Edit the default meeting type or create a new one with your custom availability and configuration.</li> | <li>Edit the default meeting type or create a new one with your custom availability and configuration.</li> | ||
<div class="intercom-container"> | <div class="intercom-container"> | ||
[[File: | [[File:Sm create new meeting type path upd.png|1200px|center|link=https://help.simplymeet.me/images/c/c0/Sm_create_new_meeting_type_path_upd.png]] | ||
</div> | </div> | ||
<li>(optional) You can select the specific calendars to be checked for conflicts per each meeting type if necessary. This settings has higher priority than the one in Calendar integrations.<br> | <li>(optional) You can select the specific calendars to be checked for conflicts per each meeting type if necessary. This settings has higher priority than the one in Calendar integrations.<br> | ||
'''Note!''' If you have different calendars checked for conflicts per meeting type, it will be possible to have booked meetings for one and the same date&time for different meeting types. | '''Note!''' If you have different calendars checked for conflicts per meeting type, it will be possible to have booked meetings for one and the same date&time for different meeting types. | ||
[[File: | [[File:Custom calendar settings per meeting type path.png|1200px|center|link=https://help.simplymeet.me/images/6/6c/Custom_calendar_settings_per_meeting_type_path.png]]</li> | ||
</ol> | </ol> | ||
<br> | |||
==Step 3. Share your Booking Page Link== | ==Step 3. Share your Booking Page Link== | ||
<p class="no-margin"> | <p class="no-margin"> | ||