Help Center: Difference between revisions

Line 75:

Firstly, create an additional field for the 2nd recipient in admin Simplybook app with the help of “Additional Fields” plugin.

[[File:00.png|thumb|right|~~100px~~|Adding new field in Additional fields Settings.]]

[[File:00.png|thumb|right|150px|Adding new field in Additional fields Settings.]]

After creating an additional filed, you will see the variable name. In the picture, it is additional_field_2 (but it can be additional_field_1, additional_field_3…). This variable will contain the alternative email address needed for synchronization with Gmail.

[[File:01.png|thumb|right|~~100px~~|Additional fields list.]]

[[File:01.png|thumb|right|150px|Additional fields list.]]

Then create a test booking on your Simplybook booking page. It is needed to notify the system that the new additional field was created in the system and is ready for further usage.

Line 88:

Next, you will need to connect your SimplyBook account.

[[File:02.png|thumb|left|~~100px~~|Connect SimplyBook to Zapier.]]

[[File:02.png|thumb|left|150px|Connect SimplyBook to Zapier.]]

Verify your Simplybook account.

[[File:03.png|thumb|right|~~100px~~|SimplyBook account is working.]]

[[File:03.png|thumb|right|150px|SimplyBook account is working.]]

Connect and verify your Gmail account.

[[File:04.png|thumb|right|~~100px~~|Gmail account is working.]]

[[File:04.png|thumb|right|150px|Gmail account is working.]]

You can filter SimplyBook events if needed.

[[File:05.png|thumb|right|~~100px~~|Send notification if only provider exists in the system.]]

[[File:05.png|thumb|right|150px|Send notification if only provider exists in the system.]]

In “Match up Simplybook booking to Gmail Email” select recipients of notification and select the variable of your recently created additional field. Please note, that your client will receive 2 email notifications, one from Simplibook (sent immediately) and one from Zapier (is sent in 5 minutes after booking). You may disable email notifications for clients in Simplybook Settings//Email and SMS settings by unchecking the corresponding boxes.

[[File:06.png|thumb|~~right~~|~~100px~~|Match SimplyBook to Gmail.]]

[[File:06.png|thumb|left|150px|Match SimplyBook to Gmail.]]

Then enter notification text and press “Continue”. You can create more detailed and rich notification than the one on the example by adding text and using variables from the list.

[[File:06_1.png|thumb|right|~~100px~~|Enter notification text.]]

[[File:06_1.png|thumb|right|150px|Enter notification text.]]

Test your newly created Zap.

[[File:07.png|thumb|left|~~100px~~|Test Zap.]]

[[File:07.png|thumb|left|150px|Test Zap.]]

Name it and turn this Zap on.

[[File:08.png|thumb|right|~~100px~~|Enter Zap name and run it.]]

[[File:08.png|thumb|right|150px|Enter Zap name and run it.]]

Check this Zap in the Zap list.

[[File:09.png|thumb|right|~~100px~~|Zap list.]]

[[File:09.png|thumb|right|150px|Zap list.]]

Congratulations, you have created a new connection that will send the copies of confirmation emails to various recipients!

@@ Line 75: / Line 75: @@
 Firstly, create an additional field for the 2nd recipient in admin Simplybook app with the help of “Additional Fields” plugin.
-[[File:00.png|thumb|right|100px|Adding new field in Additional fields Settings.]]
+[[File:00.png|thumb|right|150px|Adding new field in Additional fields Settings.]]
 After creating an additional filed, you will see the variable name. In the picture, it is additional_field_2 (but it can be additional_field_1, additional_field_3…). This variable will contain the alternative email address needed for synchronization with Gmail.
-[[File:01.png|thumb|right|100px|Additional fields list.]]
+[[File:01.png|thumb|right|150px|Additional fields list.]]
 Then create a test booking on your Simplybook booking page. It is needed to notify the system that the new additional field was created in the system and is ready for further usage.
@@ Line 88: / Line 88: @@
 Next, you will need to connect your SimplyBook account.
-[[File:02.png|thumb|left|100px|Connect SimplyBook to Zapier.]]
+[[File:02.png|thumb|left|150px|Connect SimplyBook to Zapier.]]
 Verify your Simplybook account.
-[[File:03.png|thumb|right|100px|SimplyBook account is working.]]
+[[File:03.png|thumb|right|150px|SimplyBook account is working.]]
 Connect and verify your Gmail account.
-[[File:04.png|thumb|right|100px|Gmail account is working.]]
+[[File:04.png|thumb|right|150px|Gmail account is working.]]
 You can filter SimplyBook events if needed.
-[[File:05.png|thumb|right|100px|Send notification if only provider exists in the system.]]
+[[File:05.png|thumb|right|150px|Send notification if only provider exists in the system.]]
 In “Match up Simplybook booking to Gmail Email” select recipients of notification and select the variable of your recently created additional field. Please note, that your client will receive 2 email notifications, one from Simplibook (sent immediately) and one from Zapier (is sent in 5 minutes after booking). You may disable email notifications for clients in Simplybook Settings//Email and SMS settings by unchecking the corresponding boxes.
-[[File:06.png|thumb|right|100px|Match SimplyBook to Gmail.]]
+[[File:06.png|thumb|left|150px|Match SimplyBook to Gmail.]]
 Then enter notification text and press “Continue”. You can create more detailed and rich notification than the one on the example by adding text and using variables from the list.
-[[File:06_1.png|thumb|right|100px|Enter notification text.]]
+[[File:06_1.png|thumb|right|150px|Enter notification text.]]
 Test your newly created Zap.
-[[File:07.png|thumb|left|100px|Test Zap.]]
+[[File:07.png|thumb|left|150px|Test Zap.]]
 Name it and turn this Zap on.
-[[File:08.png|thumb|right|100px|Enter Zap name and run it.]]
+[[File:08.png|thumb|right|150px|Enter Zap name and run it.]]
 Check this Zap in the Zap list.
-[[File:09.png|thumb|right|100px|Zap list.]]
+[[File:09.png|thumb|right|150px|Zap list.]]
 Congratulations, you have created a new connection that will send the copies of confirmation emails to various recipients!