Difference between revisions of "Pre-populate invitee information on the scheduling page"

From SimplyMeet.me
 
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<li>email</li>
 
<li>email</li>
 
<li>phone number</li>
 
<li>phone number</li>
 +
        <li>participants emails</li>
 +
        <li>multiple meetings timeslots</li>
 
</ul>
 
</ul>
 
<p class="no-margin">
 
<p class="no-margin">
Here is an example link:
+
Here is an example link with the '''client details''':
 
</p>
 
</p>
 
<pre>
 
<pre>
https://harmonizely.com/15min-discovery?name=Tom%20Doe&amp;email=tom@example.com&amp;phone=%2B48%20123456789
+
https://app.simplymeet.me/15min-discovery?name=Tom%20Doe&amp;email=tom@example.com&amp;phone=%2B48%20123456789
 
</pre>
 
</pre>
 
<p class="no-margin">
 
<p class="no-margin">
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</p>
 
</p>
 
<div class="intercom-container">
 
<div class="intercom-container">
[[File:Prepopulated details client view.png|center]]
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[[File:Simplymeet client details in the url.png|1200px|center]]
 
</div>
 
</div>
 
<p class="no-margin">
 
<p class="no-margin">
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<strong>%2B </strong>(which is <strong>+</strong> sign). Then <strong>%20 </strong>char and the phone number, which will result in phone number like<strong> +48 123456789</strong>.
 
<strong>%2B </strong>(which is <strong>+</strong> sign). Then <strong>%20 </strong>char and the phone number, which will result in phone number like<strong> +48 123456789</strong>.
 
</p>
 
</p>
 +
 +
 +
For '''the participants emails''' you can use a link like this(including the client name, email & phone number:
 +
<pre>
 +
https://app.simplymeet.me/15min-discovery?name=Tom%20Doe&email=tom@example.com&phone=%2B48%20123456789&participants[]=testemail@gmail.com&participants[]=testemail2@gmail.com
 +
</pre>
 +
 +
 +
And for multiple meetings you need to enable Multiple meetings integration.<br>
 +
'''Please note!'''
 +
* You have to indicate the timezone in the url
 +
* The times in the url should be indicated in the UTC and then the system will calculate the difference either taking the timezone from the corresponding meeting type (if you have timezone fixed there), or calculate the times to be shown to the client on the booking website depending on the time difference with UTC.
 +
Here is the url example:
 +
<pre>
 +
https://app.simplymeet.me/15min-discovery?name=Tom%20Doe&email=tom@example.com&phone=%2B48%20123456789&participants[]=testemail@gmail.com&participants[]=testemail2@gmail.com&multiple_times[]=2023-11-01%2009:00&multiple_times[]=2023-11-01%2010:00&timezone=Europe/Kyiv
 +
</pre>

Latest revision as of 12:39, 31 October 2023

You can pre-populate the booking page form with an invitee information. SimplyMeet.me will then display an invitee specific information on the booking page.

You can pre-populate:

  • full name
  • email
  • phone number
  • participants emails
  • multiple meetings timeslots

Here is an example link with the client details:

https://app.simplymeet.me/15min-discovery?name=Tom%20Doe&email=tom@example.com&phone=%2B48%20123456789

And this is how the form on the booking page will be pre-populated:

Simplymeet client details in the url.png

The space between words must be separated by %20 char, e.g. "Tom%20Doe" results in "Tom Doe".

The phone query parameter must be prefixed with %2B (which is + sign). Then %20 char and the phone number, which will result in phone number like +48 123456789.


For the participants emails you can use a link like this(including the client name, email & phone number:

https://app.simplymeet.me/15min-discovery?name=Tom%20Doe&email=tom@example.com&phone=%2B48%20123456789&participants[]=testemail@gmail.com&participants[]=testemail2@gmail.com


And for multiple meetings you need to enable Multiple meetings integration.
Please note!

  • You have to indicate the timezone in the url
  • The times in the url should be indicated in the UTC and then the system will calculate the difference either taking the timezone from the corresponding meeting type (if you have timezone fixed there), or calculate the times to be shown to the client on the booking website depending on the time difference with UTC.

Here is the url example:

https://app.simplymeet.me/15min-discovery?name=Tom%20Doe&email=tom@example.com&phone=%2B48%20123456789&participants[]=testemail@gmail.com&participants[]=testemail2@gmail.com&multiple_times[]=2023-11-01%2009:00&multiple_times[]=2023-11-01%2010:00&timezone=Europe/Kyiv