Difference between revisions of "Help Center"

From SimplyMeet.me
 
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SimplyBook.me is an advanced online scheduling system that allows you to create booking page and manage your reservations from admin interface. Thousands of clients all over the world have chosen our booking software to make their business easy and comfortable to use.
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<nomobile>
  
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SimplyBook provides clients with numerous features that adjust to requirements of your business. Our core features include:
 
−
:- Creating booking page with real-time availability of services and staff
 
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:- Insights and statistics about your bookings
 
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:- Ability to create multiple providers, services, categories and locations
 
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:- Accepting payments online
 
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:- Viewing statistics about your reservations, workload and revenue
 
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:- Sending email and sms notifications for clients
 
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:- Adjusting time zone settings if you have clients in different time zones
 
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:- Creating multiple users related to providers
 
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:- Creating individual schedules for staff
 
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:- Creating schedules for specific dates only
 
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:- Creating events
 
−
: and much more!
 
  
 +
{|
 +
|- style="height:300px; vertical-align:top;"
 +
| style="width:33%;" |
 +
<div class="getting-started" style="font-size:x-large;">[[Getting Started]]</div>
 +
*<div class="article">[[Getting Started with SimplyMeet.me]]</div>
 +
*<div class="article">[[Moving from Harmonizely to SimplyMeet.me]]</div>
 +
*<div class="article">[[How to start free trial]]</div>
  
  
−
==[[Configuration Menu Page]]==
+
<div class="account-settings" style="font-size:x-large;">[[Account Settings]]</div>
−
This page contains questions related to the settings of the system. For example, [[Configuration_Menu_Page#Date.2F_time.2F_time_zone_settings|date and time settings]], [[Configuration_Menu_Page#Email_and_SMS_settings|Email and SMS settings]], [[Configuration_Menu_Page#Custom_translations|custom translations]], [[Configuration_Menu_Page#System_users|system users]], [[Configuration_Menu_Page#Clients|clients]], [[Configuration_Menu_Page#Company_information|company information]], [[Configuration_Menu_Page#Services|services]], [[Configuration_Menu_Page#Service_providers|service providers]], [[Configuration_Menu_Page#Design|design]] and [[Configuration_Menu_Page#Accept_bookings_through_different_ways|widgets]].
+
*<div class="article">[[Change or reset your password]]</div>
 +
*<div class="article">[[Admin application]]</div>
 +
*<div class="article">[[How to disable SimplyMeet.me branding]]</div>
 +
*<div class="article">[[How to set up 2 factor authentication]]</div>
 +
*<div class="article">[[The use of speciality tags]]</div>
 +
*<div class="article">[[Group bookings]]</div>
 +
*<div class="article">[[Reverse calendar synchronization]]</div>
 +
*<div class="article">[[Custom translations]]</div>
 +
*<div class="article">[[Share meeting types]]</div>
 +
*<div class="article">[[Cancellation policy]]</div>
 +
*<div class="article">[[Is it possible to get the admin panel in another language than English]]</div>
 +
*<div class="article">[[Directory listing]]</div>
 +
*<div class="article">[[How to delete account]]</div>
  
−
==[[Plugins]]==
 
−
With the help of additional functionalities presented in a form of plugins you can:
 
−
:Create specific intake forms for your clients by adding [[Plugins#Additional_fields|additional fields]]
 
−
: [[Plugins#Accept_payments|Accept payments online]]
 
−
: [[Plugins#Any_Employee_selector| Auto allocating available service provider for service]]
 
  
−
==[[Typical requests]]==
+
<div class="embedding" style="font-size:x-large;">[[Embedding]]</div>
 +
*<div class="article">[[How to Embed Your Scheduling Page onto Wordpress and others]]</div>
 +
*<div class="article">[[How to Embed Specific Meeting Type onto Wordpress and others]]</div>
 +
*<div class="article">[[Widgets customizations]]</div>
  
−
==[[Other Questions]]==
 
  
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==Using Zapier.com==
 
  
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===Zap tutorial SimplyBook and Gmail===
 
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We are often asked how to send confirmation email to more than one email address. It may be needed if client has an agent or if some other people need to receive confirmation letters for clients or service providers. Now this option becomes available with our new application on Zapier!
 
  
−
[[File:00.png|thumb|100px|Adding new field in Additional fields Settings.]] [[File:01.png|thumb|100px|Additional fields list.]] [[File:02.png|thumb|100px|Connect SimplyBook to Zapier.]] [[File:03.png|thumb|100px|SimplyBook account is working.]] [[File:04.png|thumb|100px|Gmail account is working.]] [[File:05.png|thumb|100px|Send notification if only provider exists in the system.]] [[File:06.png|thumb|100px|Match SimplyBook to Gmail.]] [[File:06_1.png|thumb|100px|Enter notification text.]] [[File:07.png|thumb|100px|Test Zap.]] [[File:08.png|thumb|100px|Enter Zap name and run it.]] [[File:09.png|thumb|100px|Zap list.]]
+
<div class="calendar-integrations" style="font-size:x-large;">[[Calendar Integrations]]</div>
 +
*<div class="article">[[Getting_Started_with_SimplyMeet.me#Step_1._Connect_your_online_Calendar|Connecting calendar to the account]]</div>
 +
*<div class="article">[[Do I have to connect my online calendar in order to start accepting meetings]]</div>
 +
*<div class="article">[[How to connect your NextCloud Calendar]]</div>
 +
*<div class="article">[[How to connect your FastMail Calendar]]</div>
 +
*<div class="article">[[How to connect your Zoho Calendar]]</div>
 +
*<div class="article">[[How to connect Zimbra Calendar]]</div>
 +
*<div class="article">[[Connecting Baikal calendar works but the availability is not loading]]</div>
 +
*<div class="article">[[How to connect multiple calendars at once (Google, Office365, FastMail)]]</div>
  
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Firstly, create an additional field for the 2nd recipient in admin Simplybook app with the help of “Additional Fields” plugin.
 
  
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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.
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<div class="api" style="font-size:x-large;">[[API]]</div>
−
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.
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*<div class="article">[[Authentication]]</div>
 +
*<div class="article">[[Meeting_Types(API)|Meeting Types]]</div>
 +
*<div class="article">[[Single-Use_Links|Single-Use Links]]</div>
 +
*<div class="article">[[Webhook|A representation of the webhook object]]</div>
 +
*<div class="article">[[Webhooks]]</div>
  
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When Simplybook preparations are over, it is time to switch to Zapier settings. If you don’t have Zapier account yet, please register and add Simplybook to your list of applications. Detailed instructions, invitation link and examples are here http://blog.simplybook.me/zap-a-new-functionality-to-simplybook-me/ .
 
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After that, press “Make a New Zap”.
 
  
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Next, you will need to connect your SimplyBook account.
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| style="width:30%;" |
 +
<div class="meeting-types" style="font-size:x-large;">[[Meeting Types]]</div>
 +
*<div class="article">[[What are Meeting Types]]</div>
 +
*<div class="article">[[How do I set up my business hours]]</div>
 +
*<div class="article">[[Global schedule]]</div>
 +
*<div class="article">[[Meeting Duration]]</div>
 +
*<div class="article">[[Meeting locations]]</div>
 +
*<div class="article">[[Meeting notifications]]</div>
 +
*<div class="article">[[How can I set phone call meetings in SimplyMeet.me]]</div>
 +
*<div class="article">[[Pass meeting details to your redirected page]]</div>
 +
*<div class="article">[[Limit how soon or how far away invitee can schedule a meeting]]</div>
 +
*<div class="article">[[How to Invite More Participants to Meetings]]</div>
 +
*<div class="article">[[How to manage meetings from Internal calendar]]</div>
 +
*<div class="article">[[How many people can attend a meeting]]</div>
 +
*<div class="article">[[Can I add Custom Questions to my scheduling page asking for invitee information]]</div>
 +
*<div class="article">[[Email reminders]]</div>
 +
*<div class="article">[[Buffer times]]</div>
 +
*<div class="article">[[How to enable disabled meeting types]]</div>
 +
*<div class="article">[[Collective meetings]]</div>
 +
*<div class="article">[[Poll meetings]]</div>
  
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Verify your Simplybook account.
 
  
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Connect and verify your Gmail account.
 
  
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You can filter SimplyBook events if needed.
 
  
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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.
+
<div class="faq-and-troubleshooting" style="font-size:x-large;">[[FAQs and Troubleshooting]]</div>
 +
*<div class="article">[[Do you have a public roadmap]]</div>
 +
*<div class="article">[[Can I connect multiple calendars at once]]</div>
 +
*<div class="article">[[Is it possible to display a monthly view rather than weekly on the booking page]]</div>
 +
*<div class="article">[[How can I set phone call meetings in SimplyMeet.me]]</div>
 +
*<div class="article">[[Does SimplyMeet.me have an API]]</div>
 +
*<div class="article">[[Events created in Thunderbird Lightning Calendar don't show as busy on my scheduling page]]</div>
 +
*<div class="article">[[My calendar is free but days are unavailable on my scheduling page]]</div>
 +
*<div class="article">[[Meetings are double-booked]]</div>
 +
*<div class="article">[[How to show availability when all teammates are available]]</div>
 +
*<div class="article">[[What is SimplyMeet.me Confirmation Page]]</div>
 +
*<div class="article">[[My calendar is free but days are unavailable on my scheduling page]]</div>
 +
*<div class="article">[[Connecting Baikal calendar works but the availability is not loading]]</div>
 +
*<div class="article">[[Will the time blocked by a client in one meeting type be blocked in other meeting types]]</div>
 +
*<div class="article">[[How to Invite More Participants to Meetings]]</div>
 +
*<div class="article">[[How to manage meetings from Internal calendar]]</div>
 +
*<div class="article">[[I'm using Outlook desktop client connected to my CalDAV calendar and I can't see SimplyMeet.me meetings]]</div>
 +
*<div class="article">[[Shared calendars in my Google account are not detected in SimplyMeet.me]]</div>
 +
*<div class="article">[[Is it possible to take payment for the scheduled meetings]]</div>
  
−
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.
 
  
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Test your newly created Zap.
+
| style="width:30%;" |
 +
<div class="booking-page" style="font-size:x-large; padding-top:0px;">[[Booking page|Scheduling page]]</div>
 +
*<div class="article">[[Customize your scheduling page]]</div>
 +
*<div class="article">[[Pre-populate invitee information on the scheduling page]]</div>
 +
*<div class="article">[[Can I add custom links to my scheduling page]]</div>
 +
*<div class="article">[[How to change welcome message on the scheduling page]]</div>
 +
*<div class="article">[[How to change your scheduling page link]]</div>
 +
*<div class="article">[[Is it possible to display a monthly view rather than weekly on the booking page]]</div>
 +
*<div class="article">[[Custom Domain]]</div>
 +
*<div class="article">[[Company logo]]</div>
  
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Name it and turn this Zap on.
 
  
−
Check this Zap in the Zap list.
 
  
  
 +
<div class="integrations" style="font-size:x-large;">[[Integrations]]</div>
 +
*<div class="article">[[SBPay]]</div>
 +
*<div class="article">[[Google Meet / Hangout]]</div>
 +
*<div class="article">[[Zapier Integration]]</div>
 +
*<div class="article">[[Microsoft Teams]]</div>
 +
*<div class="article">[[Zoom Integration]]</div>
 +
*<div class="article">[[Securing Zoom meetings with passwords]]</div>
 +
*<div class="article">[[Whereby]]</div>
 +
*<div class="article">[[SMS Gateway]]</div>
 +
*<div class="article">[[SMTP]]</div>
 +
*<div class="article">[[Facebook Pixel]]</div>
 +
*<div class="article">[[Google Analytics]]</div>
 +
*<div class="article">[[Okta integration| OKTA (SSO authentication)]]</div>
  
−
Congratulations, you have created a new connection that will send the copies of confirmation emails to various recipients!
 
  
  
−
== Getting started ==
 
−
<strong>MediaWiki has been successfully installed.</strong>
 
  
−
Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software.
+
<div class="team-management" style="font-size:x-large; padding-top: unset;">[[Teams]]</div>
 +
*<div class="article">[[Create and manage a team]]</div>
 +
*<div class="article">[[User roles]]</div>
 +
*<div class="article">[[How to clone a teammate's settings]]</div>
 +
*<div class="article">[[Schedule meetings round robin style among your team]]</div>
  
−
* [//www.mediawiki.org/wiki/Special:MyLanguage/Manual:Configuration_settings Configuration settings list]
+
 
−
* [//www.mediawiki.org/wiki/Special:MyLanguage/Manual:FAQ MediaWiki FAQ]
+
<div class="privacy-and-terms" style="font-size:x-large;">[[Privacy & Terms]]</div>
−
* [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list]
+
*<div class="article">[[SimplyMeet.me Security]]</div>
−
* [//www.mediawiki.org/wiki/Special:MyLanguage/Localisation#Translation_resources Localise MediaWiki for your language]
+
*<div class="article">[https://simplybook.me/en/legal/dpa Data Processing Agreement]</div>
 +
 
 +
 
 +
 
 +
|}
 +
</nomobile>
 +
 
 +
 
 +
<mobileonly>
 +
{|
 +
<div class="getting-started" style="font-size:x-large;">[[Getting Started]]</div>
 +
*<div class="article">[[Getting Started with SimplyMeet.me]]</div>
 +
*<div class="article">[[Moving from Harmonizely to SimplyMeet.me]]</div>
 +
*<div class="article">[[How to start free trial]]</div>
 +
 
 +
<div class="account-settings" style="font-size:x-large;">[[Account Settings]]</div>
 +
*<div class="article">[[Change or reset your password]]</div>
 +
*<div class="article">[[Admin application]]</div>
 +
*<div class="article">[[How to disable SimplyMeet.me branding]]</div>
 +
*<div class="article">[[How to set up 2 factor authentication]]</div>
 +
*<div class="article">[[The use of speciality tags]]</div>
 +
*<div class="article">[[Group bookings]]</div>
 +
*<div class="article">[[Reverse calendar synchronization]]</div>
 +
*<div class="article">[[Custom translations]]</div>
 +
*<div class="article">[[Share meeting types]]</div>
 +
*<div class="article">[[Cancellation policy]]</div>
 +
*<div class="article">[[Is it possible to get the admin panel in another language than English]]</div>
 +
*<div class="article">[[Directory listing]]</div>
 +
*<div class="article">[[How to delete account]]</div>
 +
 
 +
<div class="embedding" style="font-size:x-large;">[[Embedding]]</div>
 +
*<div class="article">[[How to Embed Your Scheduling Page onto Wordpress and others]]</div>
 +
*<div class="article">[[How to Embed Specific Meeting Type onto Wordpress and others]]</div>
 +
*<div class="article">[[Widgets customizations]]</div>
 +
 
 +
<div class="calendar-integrations" style="font-size:x-large;">[[Calendar Integrations]]</div>
 +
*<div class="article">[[Getting_Started_with_SimplyMeet.me#Step_1._Connect_your_online_Calendar|Connecting calendar to the account]]</div>
 +
*<div class="article">[[Do I have to connect my online calendar in order to start accepting meetings]]</div>
 +
*<div class="article">[[How to connect your NextCloud Calendar]]</div>
 +
*<div class="article">[[How to connect your FastMail Calendar]]</div>
 +
*<div class="article">[[How to connect your Zoho Calendar]]</div>
 +
*<div class="article">[[How to connect Zimbra Calendar]]</div>
 +
*<div class="article">[[Connecting Baikal calendar works but the availability is not loading]]</div>
 +
*<div class="article">[[How to connect multiple calendars at once (Google, Office365, FastMail)]]</div>
 +
 
 +
<div class="api" style="font-size:x-large;">[[API]]</div>
 +
*<div class="article">[[Authentication]]</div>
 +
*<div class="article">[[Meeting_Types(API)|Meeting Types]]</div>
 +
*<div class="article">[[Single-Use_Links|Single-Use Links]]</div>
 +
*<div class="article">[[Webhook|A representation of the webhook object]]</div>
 +
*<div class="article">[[Webhooks]]</div>
 +
 
 +
<div class="meeting-types" style="font-size:x-large;">[[Meeting Types]]</div>
 +
*<div class="article">[[What are Meeting Types]]</div>
 +
*<div class="article">[[How do I set up my business hours]]</div>
 +
*<div class="article">[[Global schedule]]</div>
 +
*<div class="article">[[Meeting Duration]]</div>
 +
*<div class="article">[[Meeting locations]]</div>
 +
*<div class="article">[[Meeting notifications]]</div>
 +
*<div class="article">[[How can I set phone call meetings in SimplyMeet.me]]</div>
 +
*<div class="article">[[Pass meeting details to your redirected page]]</div>
 +
*<div class="article">[[Limit how soon or how far away invitee can schedule a meeting]]</div>
 +
*<div class="article">[[How to Invite More Participants to Meetings]]</div>
 +
*<div class="article">[[How to manage meetings from Internal calendar]]</div>
 +
*<div class="article">[[How many people can attend a meeting]]</div>
 +
*<div class="article">[[Can I add Custom Questions to my scheduling page asking for invitee information]]</div>
 +
*<div class="article">[[Email reminders]]</div>
 +
*<div class="article">[[Buffer times]]</div>
 +
*<div class="article">[[How to enable disabled meeting types]]</div>
 +
*<div class="article">[[Collective meetings]]</div>
 +
*<div class="article">[[Poll meetings]]</div>
 +
 
 +
<div class="faq-and-troubleshooting" style="font-size:x-large;">[[FAQs and Troubleshooting]]</div>
 +
*<div class="article">[[Do you have a public roadmap]]</div>
 +
*<div class="article">[[Can I connect multiple calendars at once]]</div>
 +
*<div class="article">[[Is it possible to display a monthly view rather than weekly on the booking page]]</div>
 +
*<div class="article">[[How can I set phone call meetings in SimplyMeet.me]]</div>
 +
*<div class="article">[[Does SimplyMeet.me have an API]]</div>
 +
*<div class="article">[[Events created in Thunderbird Lightning Calendar don't show as busy on my scheduling page]]</div>
 +
*<div class="article">[[My calendar is free but days are unavailable on my scheduling page]]</div>
 +
*<div class="article">[[Meetings are double-booked]]</div>
 +
*<div class="article">[[How to show availability when all teammates are available]]</div>
 +
*<div class="article">[[What is SimplyMeet.me Confirmation Page]]</div>
 +
*<div class="article">[[My calendar is free but days are unavailable on my scheduling page]]</div>
 +
*<div class="article">[[Connecting Baikal calendar works but the availability is not loading]]</div>
 +
*<div class="article">[[Will the time blocked by a client in one meeting type be blocked in other meeting types]]</div>
 +
*<div class="article">[[How to Invite More Participants to Meetings]]</div>
 +
*<div class="article">[[How to manage meetings from Internal calendar]]</div>
 +
*<div class="article">[[I'm using Outlook desktop client connected to my CalDAV calendar and I can't see SimplyMeet.me meetings]]</div>
 +
*<div class="article">[[Shared calendars in my Google account are not detected in SimplyMeet.me]]</div>
 +
*<div class="article">[[Is it possible to take payment for the scheduled meetings]]</div>
 +
 
 +
<div class="booking-page" style="font-size:x-large;">[[Booking page|Scheduling page]]</div>
 +
*<div class="article">[[Customize your scheduling page]]</div>
 +
*<div class="article">[[Pre-populate invitee information on the scheduling page]]</div>
 +
*<div class="article">[[Can I add custom links to my scheduling page]]</div>
 +
*<div class="article">[[How to change welcome message on the scheduling page]]</div>
 +
*<div class="article">[[How to change your scheduling page link]]</div>
 +
*<div class="article">[[Is it possible to display a monthly view rather than weekly on the booking page]]</div>
 +
*<div class="article">[[Custom Domain]]</div>
 +
*<div class="article">[[Company logo]]</div>
 +
 
 +
<div class="integrations" style="font-size:x-large;">[[Integrations]]</div>
 +
*<div class="article">[[SBPay]]</div>
 +
*<div class="article">[[Google Meet / Hangout]]</div>
 +
*<div class="article">[[Zapier Integration]]</div>
 +
*<div class="article">[[Microsoft Teams]]</div>
 +
*<div class="article">[[Zoom Integration]]</div>
 +
*<div class="article">[[Securing Zoom meetings with passwords]]</div>
 +
*<div class="article">[[Whereby]]</div>
 +
*<div class="article">[[SMS Gateway]]</div>
 +
*<div class="article">[[SMTP]]</div>
 +
*<div class="article">[[Facebook Pixel]]</div>
 +
*<div class="article">[[Google Analytics]]</div>
 +
*<div class="article">[[Okta integration| OKTA (SSO authentication)]]</div>
 +
 
 +
<div class="team-management" style="font-size:x-large;">[[Teams]]</div>
 +
*<div class="article">[[Create and manage a team]]</div>
 +
*<div class="article">[[User roles]]</div>
 +
*<div class="article">[[How to clone a teammate's settings]]</div>
 +
*<div class="article">[[Schedule meetings round robin style among your team]]</div>
 +
 
 +
<div class="privacy-and-terms" style="font-size:x-large;">[[Privacy & Terms]]</div>
 +
*<div class="article">[[SimplyMeet.me Security]]</div>
 +
*<div class="article">[https://simplybook.me/en/legal/dpa Data Processing Agreement]</div>
 +
|}
 +
</mobileonly>

Latest revision as of 10:39, 10 January 2024


Getting Started



Embedding



Calendar Integrations


API
Meeting Types



FAQs and Troubleshooting
Scheduling page



Integrations



Teams


Privacy & Terms



Getting Started
Embedding
Calendar Integrations
API
Meeting Types
FAQs and Troubleshooting
Scheduling page
Integrations
Teams
Privacy & Terms
Retrieved from "https://help.simplymeet.me/index.php?title=Help_Center&oldid=8480"