Meeting notifications: Difference between revisions

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<h2 id="follow-up-notifications">Follow up notifications</h2>

Follow-up notification is a feature offered by the SimplyMeet.me meeting scheduling solution allowing users to set a “follow-up” with clients after their appointment. This feature lets users decide when and how many to send follow-up notifications to their clients.

~~Follow-up notifications help users keep track of their meetings~~ and ~~ensure that they remember~~ to ~~follow up with clients after~~ a meeting. ~~This feature is specifically helpful for sales professionals, consultants, and other professionals who rely on building relationships with clients to grow their businesses.~~

:'''Note!''' Editing the templates is available within '''Professional''' subscription.

~~To use~~ follow-up ~~notifications in SimplyMeet~~.me~~, users can set the timing for the message when setting up their meeting type~~. ~~This can be done by enabling~~ the "Send follow-up emails to invitee~~" option~~ and ~~specifying~~ the ~~minutes or hours after the meeting that~~ the notification should be sent.

;How to use

~~Users can also customise~~ the follow-up ~~notification templates to their needs and choose to send multiple follow-ups spaced out over time~~. ~~This can~~ help ~~ensure that clients are reminded to take action or follow up on any tasks discussed during the meeting~~.

:1. Navigate to your '''[https://secure.simplymeet.me/panel/event/ Meeting types page]''' and select to edit the desired meeting type or create a new one (if necessary)

[[File:Create or edit personal meeting type.png|1200px|center|link=https://help.simplymeet.me/images/0/09/Create_or_edit_personal_meeting_type.png]]

:2. Scroll the page to the '''Reminders and follow-up block''' and choose '''Follow up email''' option.

[[File:Follow up email path.png|1200px|center|link=https://help.simplymeet.me/images/9/9e/Follow_up_email_path.png]]

:3. Check the box '''Send follow-up emails to invitee''' and set the time when the notification should be sent to the customer.

[[File:Set follow up timing.png|1200px|center|link=https://help.simplymeet.me/images/6/67/Set_follow_up_timing.png]]

:4. Adjust the email template if necessary.

:Save settings.

[[File:Set follow up email.png|1200px|center|link=https://help.simplymeet.me/images/1/12/Set_follow_up_email.png]]

@@ Line 62: / Line 62: @@
 <h2 id="follow-up-notifications">Follow up notifications</h2>
 Follow-up notification is a feature offered by the SimplyMeet.me meeting scheduling solution allowing users to set a “follow-up” with clients after their appointment. This feature lets users decide when and how many to send follow-up notifications to their clients.<br>
-Follow-up notifications help users keep track of their meetings and ensure that they remember to follow up with clients after a meeting. <br>This feature is specifically helpful for sales professionals, consultants, and other professionals who rely on building relationships with clients to grow their businesses.<br>
+:'''Note!''' Editing the templates is available within '''Professional''' subscription.<br><br>
-To use follow-up notifications in SimplyMeet.me, users can set the timing for the message when setting up their meeting type. This can be done by enabling the "Send follow-up emails to invitee" option and specifying the minutes or hours after the meeting that the notification should be sent.<br>
+;How to use
-Users can also customise the follow-up notification templates to their needs and choose to send multiple follow-ups spaced out over time. This can help ensure that clients are reminded to take action or follow up on any tasks discussed during the meeting.
+:1. Navigate to your '''[https://secure.simplymeet.me/panel/event/ Meeting types page]''' and select to edit the desired meeting type or create a new one (if necessary)
+[[File:Create or edit personal meeting type.png|1200px|center|link=https://help.simplymeet.me/images/0/09/Create_or_edit_personal_meeting_type.png]]
+<br><br>
+:2. Scroll the page to the '''Reminders and follow-up block''' and choose '''Follow up email''' option.
+[[File:Follow up email path.png|1200px|center|link=https://help.simplymeet.me/images/9/9e/Follow_up_email_path.png]]
+<br><br>
+:3. Check the box '''Send follow-up emails to invitee''' and set the time when the notification should be sent to the customer.
+[[File:Set follow up timing.png|1200px|center|link=https://help.simplymeet.me/images/6/67/Set_follow_up_timing.png]]
+<br><br>
+:4. Adjust the email template if necessary.
+:Save settings.
+[[File:Set follow up email.png|1200px|center|link=https://help.simplymeet.me/images/1/12/Set_follow_up_email.png]]
+<br><br>
 <br><br>