SimplyMeet.me - User contributions [en]

Meeting notifications

2026-08-18T18:29:42Z

Admin:

By default, when the invitee schedules a new meeting with you, SimplyMeet.me sends a notification email with the details about newly scheduled meetings. 
This email notification contains a link your invitees can use to add the event to their calendar.


When you connect your online calendar (Outlook, Google etc.), SimplyMeet.me can send the calendar invitation/notification directly from your online calendar that automatically adds the event to both your calendars. 
The invitee will be added as an attendee to the same event in your calendar

<h2 id="how-to-enable-calendar-notifications">How to enable calendar notifications</h2>

1. Go to Meeting Types and edit one of the meeting types. 


2. Expand the Notifications & Email Templates section. 


3. Choose the Calendar Notifications from the Notifications Type dropdown. 


[[File:Simplymeet calendar notifications.png|1200px|center]]


4.Click Save button.


Here is an example Google calendar notification about scheduled meeting your invitees will receive.



<div class="intercom-container">
[[File:Simplymeet calendar invitation example.png|1200px|center]]
</div>

You didn’t get a notification?


Make sure the
[https://support.google.com/calendar/answer/37242 Calendar Notifications in your Google Calendar are turned on].

<h2 id="how-to-enable-email-notifications">How to enable email notifications</h2>
 

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


1. Go to Meeting Types and edit one of the meeting types. 


2. Expand the Notifications & Email Templates section. 


3. Choose the Email Notifications from the Notifications Type dropdown. 


[[File:Simplymeet email notifications.png|1200px|center]]


4. Adjust the template text if necessary. 
You can also decide if you would like to allow cancellations and/or rescheduling right from the notification per meeting type.


[[File:Allow to cancel and reschedule.png|1200px|center|link=https://help.simplymeet.me/images/3/3b/Allow_to_cancel_and_reschedule.png]]


5. Click Save button.

<h2 id="email-reminders">Email Reminders</h2>
 
If you need to send SMS reminders, you can use [[SMS Gateway|SMS Integration]].
 


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


To reduce no-shows you can automatically send email messages hours or minutes before the meeting starts.



<div class="intercom-container">
[[File:Simplymeet reminders path.png|1200px|center]]
</div>

How to enable email reminders




1. From the Meeting Types page, edit existing meeting type or create a new one. 
2. Expand Reminders tab. 
3. Under the Email Reminders section, there will be a default email message which will be sent to you and your invitee before the meeting. You can customize the body and the subject of the email reminder. 


You can also add a
merge tag by pointing your mouse to the place where you want to insert the tag. Then click the "merge tags" icon (see below). The list with all merge tags will show up.

<div class="intercom-container">
[[File:Simplymeet merge tag reminders path.png|1200px|center]]
</div>



The merge tag will be replaced with the proper value when the message will be sent. For example, the
<nowiki>#{{meetingName}}</nowiki> merge tag will be replaced with the name of your Meeting Type.


4. At
Timing specify the how many hours or minutes before the meeting you want to send the reminder. You can add additional reminders by clicking the Add new reminder.


5. Click
Save.


By default, email reminders will be sent to you and your invitee.


<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. 
:'''Note!''' Editing the templates is available within '''Professional''' subscription. 
;How to use
:1. Navigate to your '''[https://secure.simplymeet.me/event_types/ 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]]
 
<h2 id="how-to-enable-additional-notification-emails">How to enable Additional Notification Emails</h2>
You can add extra email addresses to receive meeting confirmations alongside the admin's email. 
1. Navigate to '''Integrations & Plugins''' -> '''User integrations''' -> '''Additional Notification Emails''' -> '''Enable'''.
[[File:Additional notifications navigation.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Additional_notifications_navigation.png]]
 
2. Find "Add extra email addresses for meeting confirmations" item. 
3. Add email addresses separated by commas (e.g., email1@example.com, email2@example.com).
[[File:Sm add additional emails.png|1200px|center|link=https://help.simplymeet.me/images/8/80/Sm_add_additional_emails.png]]
 
4. Save the changes.
 
'''Note!''' Your registered email will still receive all notifications and is the only email used for logging in.

File:Additional notifications navigation.png

2026-08-18T18:28:12Z

Admin:

SMS Gateway

2026-08-18T18:25:54Z

Admin:

SMS Gateway integration enables you to notify your customers about freshly booked meetings, rescheduling cases and cancellations via SMS. You can use it in addition to email notifications to reduce no-show rates. We have integrated Twilio and Nexmo gateway for you to choose from.

'''Note:''' This integration can only be enabled with the '''Professional''' subscription level.

<h2>Configuring Nexmo or Twilio integration into your SimplyMeet.me account</h2>

1. Create and account with '''[https://www.vonage.co.uk/communications-apis/ Nexmo]''' or '''[https://www.twilio.com/try-twilio Twilio]''' SMS gateways in case you do not have one yet.


2. In your SimplyMeet.me account navigate to '''[https://secure.simplymeet.me/integrations Integrations & Plugins]''' 
Then find SMS Gateway option in '''User Integrations''' tab if you wish to set it on the user level.
Or SMS Gateway for '''Organization'''* if you wish to use it for the organization.


3. Click on '''Enable'''.


4. On the next page select Nexmo or Twilio in the '''SMS Gateway''' field.


5. Provide the required credentials of the selected gateway in the fields below. Save settings.

[[File:Routing forms navigation.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Routing_forms_navigation.png]]

6. Go to your '''[https://secure.simplymeet.me/event_types/ Meeting Types]''' page.


7. Click to edit the existing meeting type or create a new one.


8. Scroll to '''Show advanced settings''' -> '''Notifications''' section and choose '''SMS''' tab.


9. Enable the desired notification types (schedule, reschedule or cancellation) and adjust the templates texts if necessary.

[[File:SMS New Navigation enable.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:SMS_New_Navigation_enable.png]]

10. In case you would also like to send SMS reminders please select '''Reminders''' section and '''SMS''' tab there.


11. Add timing for your reminders, adjust the template text and save the meeting type.

[[File:SMS Reminders timing.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:SMS_Reminders_timing.png]]

12. That's it! Now your clients will get SMS notifications about the meetings.

 
<nowiki>*</nowiki>You can also have both levels enabled and decide whether to set organization level as a priority or not. 
'''Please note!''' If this option is "On" all the SMS will be processed through organization SMS Gateway. If you disable it then each user integration will be used for SMS notifications. 
[[File:SMS Gateway organization.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:SMS_Gateway_organization.png]]

File:SMS Reminders timing.png

2026-08-18T18:25:21Z

Admin:

File:SMS New Navigation enable.png

2026-08-18T18:22:29Z

Admin:

SMS Gateway

2026-08-18T17:56:38Z

Admin:

SMS Gateway integration enables you to notify your customers about freshly booked meetings, rescheduling cases and cancellations via SMS. You can use it in addition to email notifications to reduce no-show rates. We have integrated Twilio and Nexmo gateway for you to choose from.

'''Note:''' This integration can only be enabled with the '''Professional''' subscription level.

<h2>Configuring Nexmo or Twilio integration into your SimplyMeet.me account</h2>

1. Create and account with '''[https://www.vonage.co.uk/communications-apis/ Nexmo]''' or '''[https://www.twilio.com/try-twilio Twilio]''' SMS gateways in case you do not have one yet.


2. In your SimplyMeet.me account navigate to '''[https://secure.simplymeet.me/integrations Integrations & Plugins]''' 
Then find SMS Gateway option in '''User Integrations''' tab if you wish to set it on the user level.
Or SMS Gateway for '''Organization'''* if you wish to use it for the organization.


3. Click on '''Enable'''.


4. On the next page select Nexmo or Twilio in the '''SMS Gateway''' field.


5. Provide the required credentials of the selected gateway in the fields below. Save settings.

[[File:Routing forms navigation.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Routing_forms_navigation.png]]

6. Go to your '''[https://secure.simplymeet.me/event_types/ Meeting Types]''' page.


7. Click to edit the existing meeting type or create a new one.


8. Scroll to the '''Notifications''' section and choose '''SMS''' tab.


9. Enable the desired notification types (schedule, reschedule or cancellation) and adjust the templates texts if necessary.

[[File:Simplymeet sms notifications setup.png|1200px|center|link=https://help.simplymeet.me/images/f/fa/Simplymeet_sms_notifications_setup.png]]

10. In case you would also like to send SMS reminders please select '''Reminders''' section and '''SMS''' tab there.


11. Add timing for your reminders, adjust the template text and save the meeting type.

[[File:Simplymeet sms remiders settings.png|1200px|center|link=https://help.simplymeet.me/images/2/2b/Simplymeet_sms_remiders_settings.png]]

12. That's it! Now your clients will get SMS notifications about the meetings.

 
<nowiki>*</nowiki>You can also have both levels enabled and decide whether to set organization level as a priority or not. 
'''Please note!''' If this option is "On" all the SMS will be processed through organization SMS Gateway. If you disable it then each user integration will be used for SMS notifications. 
[[File:SMS Gateway organization.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:SMS_Gateway_organization.png]]

Routing Form

2026-08-18T17:37:41Z

Admin:

Routing forms feature allows you to direct clients to specific team members, meeting types, external URLs, or a custom message based on various parameters, such as industry, company size, or specific interests.
 
By using Routing forms, you can enhance your client experience, increase conversions, and efficiently collect client details, all while reducing the time it takes to connect clients with the right team member.
 
'''Video tutorial'''
[[File:Youtube-Logo.png|link=https://www.youtube.com/watch?feature=shared&v=z44PkSNnT4k]]
 
===Key Benefits of Routing Forms===
* '''Increase Conversions and Customer Satisfaction:''' Direct clients to the most relevant resources, improving their experience. 
* '''Efficiently Collect Client Details:''' Gather important information seamlessly as clients fill out the form. 
* '''Reduce Time to Connect:''' Ensure clients are matched with the right team member quickly and easily.
 
'''Please note:'''
Routing forms feature is available to users on '''Professional plan''' at all times.
The user with any access level can create routing forms but the meeting types they can select for the destinations depends on the current rights.
 
==How to Create a Routing Form==
Navigate to the '''[https://secure.simplymeet.me/integrations Integrations & Plugins]''' -> '''User integrations''' and enable the '''Routing forms''' plugin. 
[[File:Routing forms navigation.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Routing_forms_navigation.png]]
 
Once it’s enabled you can also find it under the Meeting types -> [https://secure.simplymeet.me/panel/routing-form/ Routing forms].
 
'''Step 1: Build an Intake Form''' 
1. '''Click on:''' Create New Routing form button. 
[[File:Sm create new routing form.png|1200px|center|link=https://help.simplymeet.me/images/f/fd/Sm_create_new_routing_form.png]]
 
2. '''Name Your Form:''' Enter a name for the routing form (for internal usage only). 
3. '''Optionally:''' Add a header, and description, change the button text. 
[[File:Sm routing forms header description button.png|1200px|center|link=https://help.simplymeet.me/images/b/b5/Sm_routing_forms_header_description_button.png]]
 
4. '''Add Questions:''' 
[[File:Sm routing form add questions.png|1200px|center|link=https://help.simplymeet.me/images/7/78/Sm_routing_form_add_questions.png]]
 
<ul style="list-style-type:circle;">
<li> Select a question format (choose from multiple formats available).</li>
<li> Decide if you’d like to make the question required.</li>
<li> Click “Save” to save your question or click the “Close” button to dismiss the question.</li>
<li> Click “Preview” to check if you are happy with your form.</li>
<li> Click “Next” if you are ready to move on to the next step.</li>
</ul>
 
'''Step 2: Set Up Your Routing Logic''' (This step determines where clients will be directed based on their answers). 
[[File:Sm routing forms add route path.png|1200px|center|link=https://help.simplymeet.me/images/c/c5/Sm_routing_forms_add_route_path.png]]
'''For Matching Answers:''' 
1. Click "+Add route" and add a name to your route (for internal usage only). 
2. Choose the question from the drop-down menu and select the preferred answer. 
3. Click "+" to offer more than one answer for the same question. 
4. Click "+Add another question" to add additional logic for other question. 
5. Select one of the routing options: 
<ul style="list-style-type:circle;">
<li> '''Custom message'''</li>
<li> '''Meeting type'''</li>
<li> '''External URL'''</li>
</ul>
6. Click "Save" when ready. 
7. To add another route, select "+ Add route".
[[File:Sm route overview.png|1200px|center|link=https://help.simplymeet.me/images/c/c5/Sm_route_overview.png]]
 
'''For Non-Matching Answers:''' 
1. Click "In all other cases route to". 
2. Select a "Custom message". 
3. Edit the template for this custom message. 
4. Click "Save" when finished.
 
'''Step 3: Publish and Preview Your Form''' 
Once you’ve set up your form and routing logic, click “Publish form”.
 
'''Step 4: Share Your Form Link''' 
After publishing, you can share your Routing Form link with clients. This makes it easy for them to access and fill out the form.
 
==Viewing Responses==
After a Routing Form submission, you can view the responses and the final routing destination for each submission in the '''Results''' tab.
[[File:Sm routing forms results overview.png|1200px|center|link=https://help.simplymeet.me/images/c/c0/Sm_routing_forms_results_overview.png]]
 
You can also find a toggle in the Routing Forms → Results tab that lets users choose to receive form results by email. The toggle is labeled '''Email Me the Results'''. 
When enabled, it allows users to specify how they want to receive notifications:

*Email all form results to me
*Email results to the scheduled user
 
This provides greater flexibility for different workflows and use cases.
 
Additionally, Owner users now have the ability to delete routing form results, giving them more control over their meeting data.

File:Routing forms navigation.png

2026-08-18T17:36:13Z

Admin:

Approve Meetings

2026-08-17T20:24:48Z

Admin:

The '''Approve Meetings''' feature allows you to manually review booking requests before they are confirmed. Instead of appointments being automatically confirmed, eligible bookings are placed in a '''Pending''' state until you approve or decline them. 
This feature is ideal for consultants, recruiters, healthcare providers, and other professionals who need to verify client details or control availability before confirming a meeting. It is recommended if you: 
* Need to review client details before confirming
* Offer high-demand or limited availability slots
* Want to reduce last-minute cancellations
* Provide professional consultation services
 
The Approve Meetings feature is available for '''Paid plans only.''' 
 
=How to Enable the Feature=
'''Step 1: Enable in Integrations''' 
1. Go to '''[https://secure.simplymeet.me/integrations Integrations & Plugins]''' -> '''User Integrations'''
 
2. Find '''Approve Meetings''' -> '''Enable'''
[[File:Sm approve meetings enable path general.png|1200px|center|link=https://help.simplymeet.me/images/5/5a/Sm_approve_meetings_enable_path_general.png]]
 
You can also enable it:
* On the '''[https://secure.simplymeet.me/integrations Integrations & Plugins]''' -> '''Organization Integrations'''
If enabled on the Organization level, it overrides all individual user settings and becomes active globally.
 
'''Step 2: Enable per Meeting Type''' 
After activating the integration, you must also enable it for each meeting type: 
1. Go to '''Meeting Types'''
 
2. Open the desired meeting type
 
3. Navigate to '''Event Details'''
[[File:Sm approve meetings enable path.png|1200px|center|link=https://help.simplymeet.me/images/a/af/Sm_approve_meetings_enable_path.png]]
 
4. Turn on the '''Approve Meetings''' switch
 
You can enable or disable approval individually for each meeting type.
 
=How It Works=
When a client books a meeting:
* If the meeting qualifies for approval, its status becomes '''Pending'''
* The host receives a notification about the pending request
* The client does not receive a confirmation email at this stage
[[File:Sm pending meeting.png|1200px|center|link=https://help.simplymeet.me/images/8/8e/Sm_pending_meeting.png]]
 
=What Requires Approval?=
The following bookings enter the '''Pending''' state:
* Free meetings created by a client
* Paid meetings where the client selects '''Pay Later'''
 
=What Is Automatically Approved?=
The following bookings are automatically confirmed:
* Paid meetings successfully processed via '''SBPay.me'''
* Meetings created from the Admin side
 
=Approving or Declining a Meeting=
You can review pending meetings in the '''Calendar''' section.
[[File:Sm decline or approve.png|1200px|center|link=https://help.simplymeet.me/images/4/41/Sm_decline_or_approve.png]]
 
'''If you approve:'''
* Status changes to '''Active'''
* The client receives a confirmation notification
* The meeting syncs to your external calendar (e.g.,Google/Outlook)
 
'''If you decline:'''
* Status changes to Declined
* No notification is sent to the client by default
 
=Roles & Permissions=
Access depends on user role:
* '''Owner''' – Can view, approve, or decline all pending meetings
* '''Manager''' – Can view all pending meetings; can approve or decline only their own
* '''Member''' – Can view, approve, or decline only their own meetings
 
=Calendar Synchronization=
Pending meetings:
* Do not sync to external calendars (e.g.,Google/Outlook)
* Do not block availability until approved 
Once approved, the meeting syncs and blocks the selected time slot.
 
=Admin app=
The Approve Meetings functionality is available in the Admin app.
 
To use it, you need to update the Admin app to version 1.13.2 via the App Store or Google Play. 
Once updated, pending meeting requests can be managed in Scheduled meetings, or via the Calendar by clicking on a pending booking to see its details. 
From there, you can approve or decline requests directly in the app.

File:Sm approve meetings enable path general.png

2026-08-17T20:23:49Z

Admin: Admin uploaded a new version of File:Sm approve meetings enable path general.png

Whereby

2026-08-17T20:05:44Z

Admin:

The Whereby integration automates your clients' booking by generating a unique video meeting link for every meeting.


When a new meeting is scheduled with SimplyMeet.me, a
[https://whereby.com Whereby] video meeting link is automatically created and added to the meeting details, calendar and email notifications.

<h2 id="getting-started-with-whereby-integration">Getting started with Whereby integration</h2>
<ol>
<li>Go to '''[https://whereby.com Whereby]''' website and reach out to the sales team. This is only available to Whereby Embedded customers.</li>
<li>Go to '''[https://secure.simplymeet.me/integrations Integrations & Plugins]''' in SimplyMeet.me.</li>
<li>Click the Enable button in the '''Whereby''' integration section.</li>

<div class="intercom-container">
[[File:Whereby Navigation.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Whereby_Navigation.png]]
</div>

<li>Enter '''Whereby's API Key''' in the API key field.</li>

<div class="intercom-container">
[[File:Whereby API.png|1200px|center]]
</div>

<li>Click Save button.</li> 
<li>In your [https://secure.simplymeet.me/event_types/#/ Meeting Types], choose the Whereby meeting link option from the Video meetings section.</li>

<div class="intercom-container">
[[File:Sm whereby as meeting location new.png|1200px|center|link=https://help.simplymeet.me/images/f/f8/Sm_whereby_as_meeting_location_new.png]]
</div>

<li>Click Save button.</li> 
<li>Now, when someone schedules a new meeting with you, the Whereby video meeting link will be automatically generated.</li></ol>


When Whereby integration is enabled and Whereby meeting link option from the Video meetings section in the Meeting Type is selected the Web conferencing details provided upon confirmation text will be visible in the Location details on the scheduling page.

Whereby

2026-08-17T20:04:50Z

Admin:

The Whereby integration automates your clients' booking by generating a unique video meeting link for every meeting.


When a new meeting is scheduled with SimplyMeet.me, a
[https://whereby.com Whereby] video meeting link is automatically created and added to the meeting details, calendar and email notifications.

<h2 id="getting-started-with-whereby-integration">Getting started with Whereby integration</h2>
<ol>
<li>Go to '''[https://whereby.com Whereby]''' website and reach out to the sales team. This is only available to Whereby Embedded customers.</li>
<li>Go to '''[https://secure.simplymeet.me/integrations Integrations & Plugins]''' in SimplyMeet.me.</li>
<li>Click the Enable button in the '''Whereby''' integration section.</li>

<div class="intercom-container">
[[File:Whereby Navigation.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Whereby_Navigation.png]]
</div>

<li>Enter Whereby's API Key in the API key field.</li>

<div class="intercom-container">
[[File:Whereby API.png|1200px|center]]
</div>

<li>Click Connect button.</li> 
<li>In your [https://secure.simplymeet.me/event_types/#/ Meeting Types], choose the Whereby meeting link option from the Video meetings section.</li>

<div class="intercom-container">
[[File:Sm whereby as meeting location new.png|1200px|center|link=https://help.simplymeet.me/images/f/f8/Sm_whereby_as_meeting_location_new.png]]
</div>

<li>Click Save button.</li> 
<li>Now, when someone schedules a new meeting with you, the Whereby video meeting link will be automatically generated.</li></ol>


When Whereby integration is enabled and Whereby meeting link option from the Video meetings section in the Meeting Type is selected the Web conferencing details provided upon confirmation text will be visible in the Location details on the scheduling page.

File:Whereby API.png

2026-08-17T20:04:24Z

Admin:

Whereby

2026-08-17T19:39:41Z

Admin:

The Whereby integration automates your clients' booking by generating a unique video meeting link for every meeting.


When a new meeting is scheduled with SimplyMeet.me, a
[https://whereby.com Whereby] video meeting link is automatically created and added to the meeting details, calendar and email notifications.

<h2 id="getting-started-with-whereby-integration">Getting started with Whereby integration</h2>
<ol>
<li>Go to '''[https://whereby.com Whereby]''' website and reach out to the sales team. This is only available to Whereby Embedded customers.</li>
<li>Go to '''[https://secure.simplymeet.me/integrations Integrations & Plugins]''' in SimplyMeet.me.</li>
<li>Click the Enable button in the '''Whereby''' integration section.</li>

<div class="intercom-container">
[[File:Whereby Navigation.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Whereby_Navigation.png]]
</div>

<li>Enter Whereby's API Key in the API key field.</li>

<div class="intercom-container">
[[File:Simplymeet whereby api key.png|1200px|center]]
</div>

<li>Click Connect button.</li> 
<li>In your [https://secure.simplymeet.me/event_types/#/ Meeting Types], choose the Whereby meeting link option from the Video meetings section.</li>

<div class="intercom-container">
[[File:Sm whereby as meeting location new.png|1200px|center|link=https://help.simplymeet.me/images/f/f8/Sm_whereby_as_meeting_location_new.png]]
</div>

<li>Click Save button.</li> 
<li>Now, when someone schedules a new meeting with you, the Whereby video meeting link will be automatically generated.</li></ol>


When Whereby integration is enabled and Whereby meeting link option from the Video meetings section in the Meeting Type is selected the Web conferencing details provided upon confirmation text will be visible in the Location details on the scheduling page.

File:Whereby Navigation.png

2026-08-17T19:38:20Z

Admin:

Whereby

2026-08-17T18:57:32Z

Admin:

The Whereby integration automates your clients' booking by generating a unique video meeting link for every meeting.


When a new meeting is scheduled with SimplyMeet.me, a
[https://whereby.com Whereby] video meeting link is automatically created and added to the meeting details, calendar and email notifications.

<h2 id="getting-started-with-whereby-integration">Getting started with Whereby integration</h2>
<ol>
<li>Go to '''[https://whereby.com Whereby]''' website and reach out to the sales team. This is only available to Whereby Embedded customers.</li>
<li>Go to '''[https://secure.simplymeet.me/integrations Integrations & Plugins]''' in SimplyMeet.me.</li>
<li>Click the Enable button in the '''Whereby''' integration section.</li>

<div class="intercom-container">
[[File:Sm whereby enable path new.png|1200px|center|link=https://help.simplymeet.me/images/8/80/Sm_whereby_enable_path_new.png]]
</div>

<li>Enter Whereby's API Key in the API key field.</li>

<div class="intercom-container">
[[File:Simplymeet whereby api key.png|1200px|center]]
</div>

<li>Click Connect button.</li> 
<li>In your [https://secure.simplymeet.me/event_types/#/ Meeting Types], choose the Whereby meeting link option from the Video meetings section.</li>

<div class="intercom-container">
[[File:Sm whereby as meeting location new.png|1200px|center|link=https://help.simplymeet.me/images/f/f8/Sm_whereby_as_meeting_location_new.png]]
</div>

<li>Click Save button.</li> 
<li>Now, when someone schedules a new meeting with you, the Whereby video meeting link will be automatically generated.</li></ol>


When Whereby integration is enabled and Whereby meeting link option from the Video meetings section in the Meeting Type is selected the Web conferencing details provided upon confirmation text will be visible in the Location details on the scheduling page.

Whereby

2026-08-17T18:56:59Z

Admin:

The Whereby integration automates your clients' booking by generating a unique video meeting link for every meeting.


When a new meeting is scheduled with SimplyMeet.me, a
[https://whereby.com Whereby] video meeting link is automatically created and added to the meeting details, calendar and email notifications.

<h2 id="getting-started-with-whereby-integration">Getting started with Whereby integration</h2>
<ol>
<li>Go to [https://whereby.com Whereby] website and reach out to the sales team. This is only available to Whereby Embedded customers.</li>
<li>Go to '''[https://secure.simplymeet.me/integrations Integrations & Plugins]''' in SimplyMeet.me.</li>
<li>Click the Enable button in the '''Whereby''' integration section.</li>

<div class="intercom-container">
[[File:Sm whereby enable path new.png|1200px|center|link=https://help.simplymeet.me/images/8/80/Sm_whereby_enable_path_new.png]]
</div>

<li>Enter Whereby's API Key in the API key field.</li>

<div class="intercom-container">
[[File:Simplymeet whereby api key.png|1200px|center]]
</div>

<li>Click Connect button.</li> 
<li>In your [https://secure.simplymeet.me/event_types/#/ Meeting Types], choose the Whereby meeting link option from the Video meetings section.</li>

<div class="intercom-container">
[[File:Sm whereby as meeting location new.png|1200px|center|link=https://help.simplymeet.me/images/f/f8/Sm_whereby_as_meeting_location_new.png]]
</div>

<li>Click Save button.</li> 
<li>Now, when someone schedules a new meeting with you, the Whereby video meeting link will be automatically generated.</li></ol>


When Whereby integration is enabled and Whereby meeting link option from the Video meetings section in the Meeting Type is selected the Web conferencing details provided upon confirmation text will be visible in the Location details on the scheduling page.

Whereby

2026-08-17T18:56:45Z

Admin:

The Whereby integration automates your clients' booking by generating a unique video meeting link for every meeting.


When a new meeting is scheduled with SimplyMeet.me, a
[https://whereby.com Whereby] video meeting link is automatically created and added to the meeting details, calendar and email notifications.

<h2 id="getting-started-with-whereby-integration">Getting started with Whereby integration</h2>
<ol>
<li>Go to [https://whereby.com Whereby] website and reach out to the sales team. This is only available to Whereby Embedded customers.</li>
<li>Go to '''[https://secure.simplymeet.me/integrations Integrations & Plugins]''' in SimplyMeet.me.</li>
<li>Click the Enable button in the Whereby integration section.</li>

<div class="intercom-container">
[[File:Sm whereby enable path new.png|1200px|center|link=https://help.simplymeet.me/images/8/80/Sm_whereby_enable_path_new.png]]
</div>

<li>Enter Whereby's API Key in the API key field.</li>

<div class="intercom-container">
[[File:Simplymeet whereby api key.png|1200px|center]]
</div>

<li>Click Connect button.</li> 
<li>In your [https://secure.simplymeet.me/event_types/#/ Meeting Types], choose the Whereby meeting link option from the Video meetings section.</li>

<div class="intercom-container">
[[File:Sm whereby as meeting location new.png|1200px|center|link=https://help.simplymeet.me/images/f/f8/Sm_whereby_as_meeting_location_new.png]]
</div>

<li>Click Save button.</li> 
<li>Now, when someone schedules a new meeting with you, the Whereby video meeting link will be automatically generated.</li></ol>


When Whereby integration is enabled and Whereby meeting link option from the Video meetings section in the Meeting Type is selected the Web conferencing details provided upon confirmation text will be visible in the Location details on the scheduling page.

Zoom Integration

2026-08-17T18:55:19Z

Admin:

The SimplyMeet.me Zoom integration automates your clients' booking by generating a unique video conference link for every meeting.


When a new meeting is scheduled with SimplyMeet.me, a Zoom video conference link is automatically created and added to the meeting details, calendar and email notifications.

<h2 id="getting-started-with-zoom-integration">Getting started with Zoom integration</h2>

1. Go to
[https://marketplace.zoom.us Zoom App Marketplace] and search for SimplyMeet.me app.


2. Locate the
Pre-approve toggle and enable it (you must be signed in as admin).


3. Click
 Visit Site to Install button to return to SimplyMeet.me Zoom Integration page.


4. Click the
Enable button in Zoom integration panel.

<div class="intercom-container">
[[File:Zoom Integration SM Navigation.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Zoom_Integration_SM_Navigation.png]]
</div>

5. In your Meeting Types, choose the
 Zoom meeting option from the Video meetings section.

<div class="intercom-container">
[[File:Sm zoom as video meetings tool new.png|1200px|center|link=https://help.simplymeet.me/images/b/b3/Sm_zoom_as_video_meetings_tool_new.png]]
</div>

6. Now, when someone schedules a new meeting with you, the Zoom web conference link will be automatically generated.


When Zoom integration is enabled and
Create a Zoom meeting option from the Location dropdown is selected the Web conferencing details provided upon confirmation text will be visible in the Location details.

<div class="intercom-container">
[[File:Zoom locaton client side booking confirmation.png|1200px|center]]
</div>

In the email notifications, the Zoom conference link will be attached to the message.

<div class="intercom-container">
[[File:Zoom link in email.png|1200px|center]]
</div>
<h2 id="removal">Removing Zoom integration</h2>

1. Navigate to '''[https://secure.simplymeet.me/integrations Integrations & Plugins]''' tab in your account, find '''Zoom integration''', and click on Disable button. 
2. As well to completely remove the connection please go to [https://marketplace.zoom.us/user/installed Zoom marketplace] -> Manage -> Installed apps and click on Uninstall near the SimplyMeet application.

<h2 id="troubleshooting">Troubleshooting</h2>

Note that if your Zoom links are not generated it might happen due to the following reasons:
*Zoom API has a daily rate limit of 100 requests per day. Therefore, only 100 meetings can be created within a 24-hour window for a user.
*Password or Credential Changes: If the password or credentials for the connected Zoom account are updated, the connection breaks. Reconnect Zoom using the updated credentials by following the tutorial above.
*Zoom Account Linked to Another SimplyMeet.me Account: Each Zoom account can only be connected to one SimplyMeet.me account. If it's linked elsewhere, reconnect Zoom as per the tutorial above

Zoom Integration

2026-08-17T18:53:34Z

Admin:

The SimplyMeet.me Zoom integration automates your clients' booking by generating a unique video conference link for every meeting.


When a new meeting is scheduled with SimplyMeet.me, a Zoom video conference link is automatically created and added to the meeting details, calendar and email notifications.

<h2 id="getting-started-with-zoom-integration">Getting started with Zoom integration</h2>

1. Go to
[https://marketplace.zoom.us Zoom App Marketplace] and search for SimplyMeet.me app.


2. Locate the
Pre-approve toggle and enable it (you must be signed in as admin).


3. Click
 Visit Site to Install button to return to SimplyMeet.me Zoom Integration page.


4. Click the
Connect button in Zoom integration pane.

<div class="intercom-container">
[[File:Zoom Integration SM Navigation.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Zoom_Integration_SM_Navigation.png]]
</div>

5. In your Meeting Types, choose the
 Zoom meeting option from the Video meetings section.

<div class="intercom-container">
[[File:Sm zoom as video meetings tool new.png|1200px|center|link=https://help.simplymeet.me/images/b/b3/Sm_zoom_as_video_meetings_tool_new.png]]
</div>

6. Now, when someone schedules a new meeting with you, the Zoom web conference link will be automatically generated.


When Zoom integration is enabled and
Create a Zoom meeting option from the Location dropdown is selected the Web conferencing details provided upon confirmation text will be visible in the Location details.

<div class="intercom-container">
[[File:Zoom locaton client side booking confirmation.png|1200px|center]]
</div>

In the email notifications, the Zoom conference link will be attached to the message.

<div class="intercom-container">
[[File:Zoom link in email.png|1200px|center]]
</div>
<h2 id="removal">Removing Zoom integration</h2>

1. Navigate to Integrations tab in your account and click on Disconnect button. 
2. As well to completely remove the connection please go to [https://marketplace.zoom.us/user/installed Zoom marketplace] -> Manage -> Installed apps and click on Uninstall near the SimplyMeet application.

<h2 id="troubleshooting">Troubleshooting</h2>

Note that if your Zoom links are not generated it might happen due to the following reasons:
*Zoom API has a daily rate limit of 100 requests per day. Therefore, only 100 meetings can be created within a 24-hour window for a user.
*Password or Credential Changes: If the password or credentials for the connected Zoom account are updated, the connection breaks. Reconnect Zoom using the updated credentials by following the tutorial above.
*Zoom Account Linked to Another SimplyMeet.me Account: Each Zoom account can only be connected to one SimplyMeet.me account. If it's linked elsewhere, reconnect Zoom as per the tutorial above

File:Zoom Integration SM Navigation.png

2026-08-17T18:53:03Z

Admin:

Zapier Integration

2026-08-17T18:41:25Z

Admin:

__FORCETOC__
=Direct Integration=
Connect SimplyMeet.me with hundreds of other solutions using this integration. It contains a variety of triggers that can be used to send information to other solutions by simply using one of the available zaps or by creating a new zap. Zapier allows to integrate 2 or more web-applications via their APIs through “triggers” and “actions”. SimplyMeet.me is available in Zapier as Trigger app, it means only information from SimplyMeet.me is sent to Zapier (1-way integration) and via Zapier to any app that has actions.
 
'''Please note!'''
*It doesn't work if 2-step authentication is enabled;
* Comment change doesn't launch any trigger;
* To be able to use Booking change/Booking cancellation triggers in order to change existing records in Action app you need to use paid Zapier account(please check on their side if your current plan includes multi-step zaps);
* If more items are added to admin interface after ZAP was created, you need to press "Get more samples" button at "Trigger step" -> "Test this step" in Zapier to fetch new available fields and data (zap template should be changed).
 
;How to use
1. Enable Zapier integration on your '''[https://secure.simplymeet.me/integrations Integrations & Plugins]''' page on SimplyMeet.me side.
[[File:Zapier Navigation.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Zapier_Navigation.png]]
 
2. Create new Zap by clicking on "Create Zap" button in Zapier interface.
[[File:Create a zap path.png|1200px|center|link=https://help.simplymeet.me/images/a/a6/Create_a_zap_path.png]]
 
3. Look for Simplymeet.me in Trigger step.
[[File:Zapier search for simplymeet.png|1200px|center|link=https://help.simplymeet.me/images/3/3d/Zapier_search_for_simplymeet.png]]
 
4. Select the desirable trigger.
[[File:Sm zapier trigger event.png|1200px|center|link=https://help.simplymeet.me/images/8/82/Sm_zapier_trigger_event.png]]
 
5. Connect SimplyMeet.me account.
[[File:Sm zapier connect account.png|1200px|center|link=https://help.simplymeet.me/images/a/a9/Sm_zapier_connect_account.png]]
 
6. Proceed to testing this step.
[[File:Sm zapier test trigger.png|1200px|center|link=https://help.simplymeet.me/images/2/28/Sm_zapier_test_trigger.png]]
 
7. Proceed to adding the Action step and search for the app you wish to connect SimplyMeet.me to.
[[File:Sm zapier search for action app.png|1200px|center|link=https://help.simplymeet.me/images/b/bb/Sm_zapier_search_for_action_app.png]]
 
8. Connect this application account and setup the template using the available data mentioned there.
[[File:Sm zapier data example.png|1200px|center|link=https://help.simplymeet.me/images/c/c8/Sm_zapier_data_example.png]]
 
9. You can test this step operation as well if necessary or skip it. 
10. Finish the setup, add Zap name and turn it on.
 
=Webhooks=

With Zapier you can instantly connect SimplyMeet.me with the apps you use every day, including Slack, Gmail, Google Sheets, InfusionSoft, MailChimp and hundreds more.


<h2 id="getting-started-with-zapier-integration" class="intercom-align-left">Setting up Zapier integration using Webhooks</h2>
<ol>
<li>Go to [https://zapier.com Zapier.com] and create a new Zap with Webhooks by Zapier as the trigger app (select Catch Hook).</li>
<li>Click the Continue button and copy the generated Webhook URL.</li>
<li>Visit [https://secure.simplymeet.me/integrations/zapier SimplyMeet.me Zapier Integration page] and paste the copied Webhook URL into one of the input fields.</li>
<li>Click Save and then Test buttons to find out if the connection between SimplyMeet.me and Zapier is established properly.</li>
<li>Go back to Zapier and click OK, I did this button. Wait a few seconds and select one of the samples which will show up on the list.</li>
<li>Choose which app and action you want Zapier to take in after a SimplyMeet.me meeting is scheduled or cancelled.</li>
</ol>

<h2 id="a-few-examples-of-zapiers-use" class="intercom-align-left">A few examples of Zapier's use:</h2>
<ul>
<li>Send follow-up emails via Gmail for new SimplyMeet.me meetings.</li>
<li>Send Slack messages for new SimplyMeet.me meetings.</li>
<li>Send Slack messages for cancelled SimplyMeet.me meetings.</li>
<li>Automatically add invitees to a MailChimp list when a new SimplyMeet.me meeting is scheduled.</li>
<li>Send invitees a post-meeting survey.</li>
</ul>

File:Zapier Navigation.png

2026-08-17T18:40:57Z

Admin:

SBPay

2026-08-17T18:38:15Z

Admin:

Collect payments from clients at time of booking with PayPal, Stripe, Adyen and many other processors via SBPay in just a few simple steps.

You can use the integration on the user account level as well as organization one (with paid subscriptions).

;How to set

1. Navigate to your '''[https://secure.simplymeet.me/integrations Integrations & Plugins]''' page.

2. Select '''User integrations''' tab and click '''Enable''' next to '''SBPay for User''' if you plan to use it for a single account.
[[File:SBPay for User Navigation.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:SBPay_for_User_Navigation.png]]
 
Or go to '''Organization integrations''' tab and enable '''SBPay for Organisation'''* if you are the owner of the organization.
[[File:SBPay for Organizations Navigation.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:SBPay_for_Organizations_Navigation.png]]
 

3. If you have paid subscription you can also enable '''PRO''' version (here on registration or later while editing the integration settings), that will open access to refunds and sending payments links from SBPay.me interface.

So just fill in the form with your company details and hit '''Activate SBPay!''' button at the top.

[[File:SBPay Pro Navigation.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:SBPay_Pro_Navigation.png]]

4. Go to the SBPay interface using the corresponding button and choose '''Payment processors''' tab.

5. Click on the desired payment system name, select to '''Activate''' it.
[[File:Activate payment system.png|1200px|center|link=https://help.simplymeet.me/images/8/83/Activate_payment_system.png]]
 

6. Add your credentials for the chosen payment system and save settings.

7. Get back to your SimplyMeet.me account and navigate to Meeting types page to add prices for the desired items there.
[[File:Set price for meeting type.png|1200px|center|link=https://help.simplymeet.me/images/a/a9/Set_price_for_meeting_type.png]]
 

8. As long as everything is added and saved your customers will be able to make payments online to confirm their appointments.

<nowiki>*</nowiki>You can also have both levels enabled and decide whether to set organization level as a priority or not.
[[File:Sbpay fpr organization as priority.png|1200px|center|link=https://help.simplymeet.me/images/1/1e/Sbpay_fpr_organization_as_priority.png]]
 
'''Please note!''' If this option is "On" all the payments will be processed through organisation SBPay.me account. 
If you disable it then each user integration will be used for payments.

===Available reports in the SBPay.me system===
SBPay.me is quite a new system but already has several useful reports that you can use to track your payments: 
Please check the details [https://help.simplybook.me/index.php/SBPay.me_integration#SBPay.me_Reports here]

Google Meet / Hangout

2026-08-17T18:23:41Z

Admin:

The Google Meet/Hangouts integration automates your clients' booking by generating a unique video meeting link for every meeting.




When a new meeting is scheduled via SimplyMeet.me, a Google Meet/Hangouts video meeting link is automatically created and added to the meeting details, calendar and email notifications.




<h2 id="getting-started-with-google-meethangouts-integration">Getting started with Google Meet/Hangouts integration</h2>

1. In '''[https://secure.simplymeet.me/integrations Integrations & Plugins]''', choose to '''Enable a Google Meet''' integration and follow the prompts to connect your Google account.
[[File:Google Meet plugin Navigation.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Google_Meet_plugin_Navigation.png]]


2. In your [https://secure.simplymeet.me/event_types/#/ Meeting Types] choose the '''Google Meet/Hangouts''' meeting link option from the '''Video meetings''' section.
<div class="intercom-container">
[[File:Sm Google meet as meeting type location new.png|1200px|center|link=https://help.simplymeet.me/images/b/bb/Sm_Google_meet_as_meeting_type_location_new.png]]
</div>

3. Now, when someone schedules a new meeting with you, the Google Meet/Hangouts video meeting link will be automatically generated.


'''Note''' It doesn't matter whether the user uses Calendar or Email notifications enabled for the meeting type — this does not affect how the integration functions.

File:Google Meet plugin Navigation.png

2026-08-17T18:23:08Z

Admin:

Tags for personal meeting types

2026-08-17T18:19:09Z

Admin:

Tags for personal meeting types allow users to easily filter different meeting types on the booking website. 
They are especially useful when there are numerous meeting types and it may take a long time for the client to find the right one.


;How to use

1. Navigate to '''[https://secure.simplymeet.me/integrations Integrations & Plugins]''' and select '''User integrations''' tab to enable '''Tags for meeting types'''. 
[[File:Personal Meeting Tags.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Personal_Meeting_Tags.png]]

To add a new tag click the '''Create a new tag''' button. 
[[File:Personal Meeting Tags create.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Personal_Meeting_Tags_create.png]]

You can color-code tags, set them in the necessary order for the booking website display.
[[File:Personal Meeting Tags create1.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Personal_Meeting_Tags_create1.png.png]]


2. In the '''[https://secure.simplymeet.me/event_types/ Meeting types]''' tab, select a personal meeting type (one-on-one; group) and in its settings navigate to Show advanced settings -> Tags for personal meeting types. Click on any tag(s) to assign it to the meeting type.
[[File:Personal Meeting Types how to assign.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Personal_Meeting_Types_how_to_assign.png.png]]


3. After all the tags are assigned the clients will be able to click on tags to select/deselect them and see the related meeting types to schedule meetings on the personal booking website.
[[File:Personal Meeting Tags on website.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Personal_Meeting_Tags_on_website.png]]

File:Personal Meeting Tags on website.png

2026-08-17T18:17:36Z

Admin:

Tags for personal meeting types

2026-08-17T18:12:47Z

Admin:

Tags for personal meeting types allow users to easily filter different meeting types on the booking website. 
They are especially useful when there are numerous meeting types and it may take a long time for the client to find the right one.


;How to use

1. Navigate to '''[https://secure.simplymeet.me/integrations Integrations & Plugins]''' and select '''User integrations''' tab to enable '''Tags for meeting types'''. 
[[File:Personal Meeting Tags.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Personal_Meeting_Tags.png]]

To add a new tag click the '''Create a new tag''' button. 
[[File:Personal Meeting Tags create.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Personal_Meeting_Tags_create.png]]

You can color-code tags, set them in the necessary order for the booking website display.
[[File:Personal Meeting Tags create1.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Personal_Meeting_Tags_create1.png.png]]


2. In the '''[https://secure.simplymeet.me/event_types/ Meeting types]''' tab, select a personal meeting type (one-on-one; group) and in its settings navigate to Show advanced settings -> Tags for personal meeting types. Click on any tag(s) to assign it to the meeting type.
[[File:Personal Meeting Types how to assign.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Personal_Meeting_Types_how_to_assign.png.png]]


3. After all the tags are assigned the clients will be able to click on tags to select/deselect them and see the related meeting types to schedule meetings on the personal booking website.
[[File:Client tags fpr personal meeting types sm.png|1200px|center|link=https://help.simplymeet.me/images/2/22/Client_tags_fpr_personal_meeting_types_sm.png]]

File:Personal Meeting Types how to assign.png

2026-08-17T18:10:12Z

Admin:

Tags for personal meeting types

2026-08-17T17:58:06Z

Admin:

Tags for personal meeting types allow users to easily filter different meeting types on the booking website. 
They are especially useful when there are numerous meeting types and it may take a long time for the client to find the right one.


;How to use

1. Navigate to '''[https://secure.simplymeet.me/integrations Integrations & Plugins]''' and select '''User integrations''' tab to enable '''Tags for meeting types'''. 
[[File:Personal Meeting Tags.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Personal_Meeting_Tags.png]]

To add a new tag click the '''Create a new tag''' button. 
[[File:Personal Meeting Tags create.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Personal_Meeting_Tags_create.png]]

You can color-code tags, set them in the necessary order for the booking website display.
[[File:Personal Meeting Tags create1.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Personal_Meeting_Tags_create1.png.png]]


2. In the '''[https://secure.simplymeet.me/event_types/ Meeting types]''' tab, select a personal meeting type (one-on-one; group) and in its settings navigate to Show advanced settings -> Tags for personal meeting type. Click on any tag(s) to assign it to the meeting type.
[[File:Select tags per meeting type sm.png|1200px|center|link=https://help.simplymeet.me/images/c/c5/Select_tags_per_meeting_type_sm.png]]


3. After all the tags are assigned the clients will be able to click on tags to select/deselect them and see the related meeting types to schedule meetings on the personal booking website.
[[File:Client tags fpr personal meeting types sm.png|1200px|center|link=https://help.simplymeet.me/images/2/22/Client_tags_fpr_personal_meeting_types_sm.png]]

File:Personal Meeting Tags create1.png

2026-08-17T17:56:18Z

Admin:

Tags for personal meeting types

2026-08-17T17:44:55Z

Admin:

Tags for personal meeting types allow users to easily filter different meeting types on the booking website. 
They are especially useful when there are numerous meeting types and it may take a long time for the client to find the right one.


;How to use

1. Navigate to '''[https://secure.simplymeet.me/integrations Integrations & Plugins]''' and select '''User integrations''' tab to enable '''Tags for meeting types'''. 
[[File:Personal Meeting Tags.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Personal_Meeting_Tags.png]]

To add a new tag click the '''Create a new tag''' button. 
[[File:Personal Meeting Tags create.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Personal_Meeting_Tags_create.png]]

You can color-code tags, set them in the necessary order for the booking website display.
[[File:Tag settings sm.png|1200px|center|link=https://help.simplymeet.me/images/a/ac/Tag_settings_sm.png]]


2. In the '''[https://secure.simplymeet.me/event_types/ Meeting types]''' tab, select a specific meeting type and in Tags for personal meeting type click on any tag(s) to assign it to the meeting type.
[[File:Select tags per meeting type sm.png|1200px|center|link=https://help.simplymeet.me/images/c/c5/Select_tags_per_meeting_type_sm.png]]


3. After all the tags are assigned the clients will be able to click on tags to select/deselect them and see the related meeting types to schedule meetings on the personal booking website.
[[File:Client tags fpr personal meeting types sm.png|1200px|center|link=https://help.simplymeet.me/images/2/22/Client_tags_fpr_personal_meeting_types_sm.png]]

Tags for personal meeting types

2026-08-17T17:44:15Z

Admin:

Tags for personal meeting types allow users to easily filter different meeting types on the booking website. 
They are especially useful when there are numerous meeting types and it may take a long time for the client to find the right one.


;How to use

1. Navigate to '''[https://secure.simplymeet.me/integrations Integrations & Plugins]''' and select '''User integrations''' tab to enable '''Tags for meeting types'''. 
[[File:Personal Meeting Tags.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Personal_Meeting_Tags.png]]

To add a new tag click the '''Create a new tag''' button. 
[[File:Personal Meeting Tags create.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Personal_Meeting_Tags_create.png]]
[[File:Create new tag path sm.png|1200px|center|link=https://help.simplymeet.me/images/0/0b/Create_new_tag_path_sm.png]]

You can color-code tags, set them in the necessary order for the booking website display.
[[File:Tag settings sm.png|1200px|center|link=https://help.simplymeet.me/images/a/ac/Tag_settings_sm.png]]


2. In the '''[https://secure.simplymeet.me/event_types/ Meeting types]''' tab, select a specific meeting type and in Tags for personal meeting type click on any tag(s) to assign it to the meeting type.
[[File:Select tags per meeting type sm.png|1200px|center|link=https://help.simplymeet.me/images/c/c5/Select_tags_per_meeting_type_sm.png]]


3. After all the tags are assigned the clients will be able to click on tags to select/deselect them and see the related meeting types to schedule meetings on the personal booking website.
[[File:Client tags fpr personal meeting types sm.png|1200px|center|link=https://help.simplymeet.me/images/2/22/Client_tags_fpr_personal_meeting_types_sm.png]]

File:Personal Meeting Tags create.png

2026-08-17T17:43:46Z

Admin:

File:Personal Meeting Tags.png

2026-08-17T17:42:47Z

Admin:

Tags for personal meeting types

2026-08-17T17:42:14Z

Admin:

Tags for personal meeting types allow users to easily filter different meeting types on the booking website. 
They are especially useful when there are numerous meeting types and it may take a long time for the client to find the right one.


;How to use

1. Navigate to '''[https://secure.simplymeet.me/integrations Integrations & Plugins]''' and select '''User integrations''' tab to enable '''Tags for meeting types'''. 
[[File:Enable tags sm .png|1200px|center|link=https://help.simplymeet.me/images/0/00/Enable_tags_sm_.png]]

To add a new tag click the '''Create a new tag''' button. 
[[File:Create tags sm path.png|1200px|center|link=https://help.simplymeet.me/images/f/f6/Create_tags_sm_path.png]]
[[File:Create new tag path sm.png|1200px|center|link=https://help.simplymeet.me/images/0/0b/Create_new_tag_path_sm.png]]

You can color-code tags, set them in the necessary order for the booking website display.
[[File:Tag settings sm.png|1200px|center|link=https://help.simplymeet.me/images/a/ac/Tag_settings_sm.png]]


2. In the '''[https://secure.simplymeet.me/event_types/ Meeting types]''' tab, select a specific meeting type and in Tags for personal meeting type click on any tag(s) to assign it to the meeting type.
[[File:Select tags per meeting type sm.png|1200px|center|link=https://help.simplymeet.me/images/c/c5/Select_tags_per_meeting_type_sm.png]]


3. After all the tags are assigned the clients will be able to click on tags to select/deselect them and see the related meeting types to schedule meetings on the personal booking website.
[[File:Client tags fpr personal meeting types sm.png|1200px|center|link=https://help.simplymeet.me/images/2/22/Client_tags_fpr_personal_meeting_types_sm.png]]

Tags for personal meeting types

2026-08-17T17:01:00Z

Admin:

Tags for personal meeting types allow users to easily filter different meeting types on the booking website. 
They are especially useful when there are numerous meeting types and it may take a long time for the client to find the right one.


;How to use

1. Navigate to '''[https://secure.simplymeet.me/integrations Integrations & Plugins]''' and select '''User integrations''' tab to enable '''Tags for meeting types'''. 
[[File:Enable tags sm .png|1200px|center|link=https://help.simplymeet.me/images/0/00/Enable_tags_sm_.png]]

To add a new tag go to '''Edit''' interface and simply click on '''Create a new tag''' button. 
[[File:Create tags sm path.png|1200px|center|link=https://help.simplymeet.me/images/f/f6/Create_tags_sm_path.png]]
[[File:Create new tag path sm.png|1200px|center|link=https://help.simplymeet.me/images/0/0b/Create_new_tag_path_sm.png]]

You can color-code tags, set them in the necessary order for the booking website display.
[[File:Tag settings sm.png|1200px|center|link=https://help.simplymeet.me/images/a/ac/Tag_settings_sm.png]]


2. In the '''[https://secure.simplymeet.me/event_types/ Meeting types]''' tab, select a specific meeting type and in Tags for personal meeting type click on any tag(s) to assign it to the meeting type.
[[File:Select tags per meeting type sm.png|1200px|center|link=https://help.simplymeet.me/images/c/c5/Select_tags_per_meeting_type_sm.png]]


3. After all the tags are assigned the clients will be able to click on tags to select/deselect them and see the related meeting types to schedule meetings on the personal booking website.
[[File:Client tags fpr personal meeting types sm.png|1200px|center|link=https://help.simplymeet.me/images/2/22/Client_tags_fpr_personal_meeting_types_sm.png]]

Tags for personal meeting types

2026-08-17T17:00:46Z

Admin:

Tags for personal meeting types allow users to easily filter different meeting types on the booking website. 
They are especially useful when there are numerous meeting types and it may take a long time for the client to find the right one.


;How to use

1. Navigate to '''[https://secure.simplymeet.me/integrations Integrations & Plugins]''' and select '''User integrations''' tab to enable Tags for meeting types. 
[[File:Enable tags sm .png|1200px|center|link=https://help.simplymeet.me/images/0/00/Enable_tags_sm_.png]]

To add a new tag go to '''Edit''' interface and simply click on '''Create a new tag''' button. 
[[File:Create tags sm path.png|1200px|center|link=https://help.simplymeet.me/images/f/f6/Create_tags_sm_path.png]]
[[File:Create new tag path sm.png|1200px|center|link=https://help.simplymeet.me/images/0/0b/Create_new_tag_path_sm.png]]

You can color-code tags, set them in the necessary order for the booking website display.
[[File:Tag settings sm.png|1200px|center|link=https://help.simplymeet.me/images/a/ac/Tag_settings_sm.png]]


2. In the '''[https://secure.simplymeet.me/event_types/ Meeting types]''' tab, select a specific meeting type and in Tags for personal meeting type click on any tag(s) to assign it to the meeting type.
[[File:Select tags per meeting type sm.png|1200px|center|link=https://help.simplymeet.me/images/c/c5/Select_tags_per_meeting_type_sm.png]]


3. After all the tags are assigned the clients will be able to click on tags to select/deselect them and see the related meeting types to schedule meetings on the personal booking website.
[[File:Client tags fpr personal meeting types sm.png|1200px|center|link=https://help.simplymeet.me/images/2/22/Client_tags_fpr_personal_meeting_types_sm.png]]

Tags for personal meeting types

2026-08-17T16:58:34Z

Admin:

Tags for personal meeting types allow users to easily filter different meeting types on the booking website. 
They are especially useful when there are numerous meeting types and it may take a long time for the client to find the right one.


;How to use

1. Navigate to '''[https://secure.simplymeet.me/integrations Integrations & Plugins]''' and select '''User integrations''' tab to enable Tags for personal meeting types. 
[[File:Enable tags sm .png|1200px|center|link=https://help.simplymeet.me/images/0/00/Enable_tags_sm_.png]]

To add a new tag go to '''Edit''' interface and simply click on '''Create a new tag''' button. 
[[File:Create tags sm path.png|1200px|center|link=https://help.simplymeet.me/images/f/f6/Create_tags_sm_path.png]]
[[File:Create new tag path sm.png|1200px|center|link=https://help.simplymeet.me/images/0/0b/Create_new_tag_path_sm.png]]

You can color-code tags, set them in the necessary order for the booking website display.
[[File:Tag settings sm.png|1200px|center|link=https://help.simplymeet.me/images/a/ac/Tag_settings_sm.png]]


2. In the '''[https://secure.simplymeet.me/event_types/ Meeting types]''' tab, select a specific meeting type and in Tags for personal meeting type click on any tag(s) to assign it to the meeting type.
[[File:Select tags per meeting type sm.png|1200px|center|link=https://help.simplymeet.me/images/c/c5/Select_tags_per_meeting_type_sm.png]]


3. After all the tags are assigned the clients will be able to click on tags to select/deselect them and see the related meeting types to schedule meetings on the personal booking website.
[[File:Client tags fpr personal meeting types sm.png|1200px|center|link=https://help.simplymeet.me/images/2/22/Client_tags_fpr_personal_meeting_types_sm.png]]

Tags for personal meeting types

2026-08-14T19:46:24Z

Admin:

Tags for personal meeting types allow users to easily filter different meeting types on the booking website. 
They are especially useful when there are numerous meeting types and it may take a long time for the client to find the right one.


;How to use

1. Navigate to '''[https://secure.simplymeet.me/integrations Integrations & Plugins]''' and select '''User integrations''' tab to enable Tags for personal meeting type. 
[[File:Enable tags sm .png|1200px|center|link=https://help.simplymeet.me/images/0/00/Enable_tags_sm_.png]]

To add a new tag go to '''Edit''' interface and simply click on '''Create a new tag''' button. 
[[File:Create tags sm path.png|1200px|center|link=https://help.simplymeet.me/images/f/f6/Create_tags_sm_path.png]]
[[File:Create new tag path sm.png|1200px|center|link=https://help.simplymeet.me/images/0/0b/Create_new_tag_path_sm.png]]

You can color-code tags, set them in the necessary order for the booking website display.
[[File:Tag settings sm.png|1200px|center|link=https://help.simplymeet.me/images/a/ac/Tag_settings_sm.png]]


2. In the '''[https://secure.simplymeet.me/event_types/ Meeting types]''' tab, select a specific meeting type and in Tags for personal meeting type click on any tag(s) to assign it to the meeting type.
[[File:Select tags per meeting type sm.png|1200px|center|link=https://help.simplymeet.me/images/c/c5/Select_tags_per_meeting_type_sm.png]]


3. After all the tags are assigned the clients will be able to click on tags to select/deselect them and see the related meeting types to schedule meetings on the personal booking website.
[[File:Client tags fpr personal meeting types sm.png|1200px|center|link=https://help.simplymeet.me/images/2/22/Client_tags_fpr_personal_meeting_types_sm.png]]

SMS Gateway

2026-08-14T19:01:09Z

Admin:

SMS Gateway integration enables you to notify your customers about freshly booked meetings, rescheduling cases and cancellations via SMS. You can use it in addition to email notifications to reduce no-show rates. We have integrated Twilio and Nexmo gateway for you to choose from.

'''Note:''' This integration can only be enabled with the '''Professional''' subscription level.

<h2>Configuring Nexmo or Twilio integration into your SimplyMeet.me account</h2>

1. Create and account with '''[https://www.vonage.co.uk/communications-apis/ Nexmo]''' or '''[https://www.twilio.com/try-twilio Twilio]''' SMS gateways in case you do not have one yet.


2. In your SimplyMeet.me account navigate to '''[https://secure.simplymeet.me/integrations Integrations & Plugins]''' 
Then find SMS Gateway option in '''User Integrations''' tab if you wish to set it on the user level.
Or SMS Gateway for '''Organization'''* if you wish to use it for the organization.


3. Click on '''Enable'''.


4. On the next page select Nexmo or Twilio in the '''SMS Gateway''' field.


5. Provide the required credentials of the selected gateway in the fields below. Save settings.

[[File:Simplymeet sms gateway settings.png|1200px|center|link=https://help.simplymeet.me/images/5/56/Simplymeet_sms_gateway_settings.png]]

6. Go to your '''[https://secure.simplymeet.me/event_types/ Meeting Types]''' page.


7. Click to edit the existing meeting type or create a new one.


8. Scroll to the '''Notifications''' section and choose '''SMS''' tab.


9. Enable the desired notification types (schedule, reschedule or cancellation) and adjust the templates texts if necessary.

[[File:Simplymeet sms notifications setup.png|1200px|center|link=https://help.simplymeet.me/images/f/fa/Simplymeet_sms_notifications_setup.png]]

10. In case you would also like to send SMS reminders please select '''Reminders''' section and '''SMS''' tab there.


11. Add timing for your reminders, adjust the template text and save the meeting type.

[[File:Simplymeet sms remiders settings.png|1200px|center|link=https://help.simplymeet.me/images/2/2b/Simplymeet_sms_remiders_settings.png]]

12. That's it! Now your clients will get SMS notifications about the meetings.

 
<nowiki>*</nowiki>You can also have both levels enabled and decide whether to set organization level as a priority or not. 
'''Please note!''' If this option is "On" all the SMS will be processed through organization SMS Gateway. If you disable it then each user integration will be used for SMS notifications. 
[[File:SMS Gateway organization.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:SMS_Gateway_organization.png]]

SMS Gateway

2026-08-14T19:00:19Z

Admin:

SMS Gateway integration enables you to notify your customers about freshly booked meetings, rescheduling cases and cancellations via SMS. You can use it in addition to email notifications to reduce no-show rates. We have integrated Twilio and Nexmo gateway for you to choose from.

'''Note:''' This integration can only be enabled with the '''Professional''' subscription level.

<h2>Configuring Nexmo or Twilio integration into your SimplyMeet.me account</h2>

1. Create and account with '''[https://www.vonage.co.uk/communications-apis/ Nexmo]''' or '''[https://www.twilio.com/try-twilio Twilio]''' SMS gateways in case you do not have one yet.


2. In your SimplyMeet.me account navigate to '''[https://secure.simplymeet.me/integrations Integrations & Plugins]'''
Then find SMS Gateway option in User Integrations tab if you wish to set it on the user level.
Or SMS Gateway for Organization* if you wish to use it for the organization.


3. Click on '''Enable'''.


4. On the next page select Nexmo or Twilio in the '''SMS Gateway''' field.


5. Provide the required credentials of the selected gateway in the fields below. Save settings.

[[File:Simplymeet sms gateway settings.png|1200px|center|link=https://help.simplymeet.me/images/5/56/Simplymeet_sms_gateway_settings.png]]

6. Go to your '''[https://secure.simplymeet.me/event_types/ Meeting Types]''' page.


7. Click to edit the existing meeting type or create a new one.


8. Scroll to the '''Notifications''' section and choose '''SMS''' tab.


9. Enable the desired notification types (schedule, reschedule or cancellation) and adjust the templates texts if necessary.

[[File:Simplymeet sms notifications setup.png|1200px|center|link=https://help.simplymeet.me/images/f/fa/Simplymeet_sms_notifications_setup.png]]

10. In case you would also like to send SMS reminders please select '''Reminders''' section and '''SMS''' tab there.


11. Add timing for your reminders, adjust the template text and save the meeting type.

[[File:Simplymeet sms remiders settings.png|1200px|center|link=https://help.simplymeet.me/images/2/2b/Simplymeet_sms_remiders_settings.png]]

12. That's it! Now your clients will get SMS notifications about the meetings.

 
<nowiki>*</nowiki>You can also have both levels enabled and decide whether to set organization level as a priority or not. 
'''Please note!''' If this option is "On" all the SMS will be processed through organization SMS Gateway. If you disable it then each user integration will be used for SMS notifications. 
[[File:SMS Gateway organization.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:SMS_Gateway_organization.png]]

SMS Gateway

2026-08-14T18:59:45Z

Admin:

SMS Gateway integration enables you to notify your customers about freshly booked meetings, rescheduling cases and cancellations via SMS. You can use it in addition to email notifications to reduce no-show rates. We have integrated Twilio and Nexmo gateway for you to choose from.

'''Note:''' This integration can only be enabled with the '''Professional''' subscription level.

<h2>Configuring Nexmo or Twilio integration into your SimplyMeet.me account</h2>

1. Create and account with '''[https://www.vonage.co.uk/communications-apis/ Nexmo]''' or '''[https://www.twilio.com/try-twilio Twilio]''' SMS gateways in case you do not have one yet.

Then find SMS Gateway option in User Integrations tab if you wish to set it on the user level.
Or SMS Gateway for Organization* if you wish to use it for the organization.

2. In your SimplyMeet.me account navigate to '''[https://secure.simplymeet.me/integrations Integrations & Plugins]'''


3. Click on '''Enable'''.


4. On the next page select Nexmo or Twilio in the '''SMS Gateway''' field.


5. Provide the required credentials of the selected gateway in the fields below. Save settings.

[[File:Simplymeet sms gateway settings.png|1200px|center|link=https://help.simplymeet.me/images/5/56/Simplymeet_sms_gateway_settings.png]]

6. Go to your '''[https://secure.simplymeet.me/event_types/ Meeting Types]''' page.


7. Click to edit the existing meeting type or create a new one.


8. Scroll to the '''Notifications''' section and choose '''SMS''' tab.


9. Enable the desired notification types (schedule, reschedule or cancellation) and adjust the templates texts if necessary.

[[File:Simplymeet sms notifications setup.png|1200px|center|link=https://help.simplymeet.me/images/f/fa/Simplymeet_sms_notifications_setup.png]]

10. In case you would also like to send SMS reminders please select '''Reminders''' section and '''SMS''' tab there.


11. Add timing for your reminders, adjust the template text and save the meeting type.

[[File:Simplymeet sms remiders settings.png|1200px|center|link=https://help.simplymeet.me/images/2/2b/Simplymeet_sms_remiders_settings.png]]

12. That's it! Now your clients will get SMS notifications about the meetings.

 
<nowiki>*</nowiki>You can also have both levels enabled and decide whether to set organization level as a priority or not. 
'''Please note!''' If this option is "On" all the SMS will be processed through organization SMS Gateway. If you disable it then each user integration will be used for SMS notifications. 
[[File:SMS Gateway organization.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:SMS_Gateway_organization.png]]

SBPay

2026-08-14T18:53:58Z

Admin:

Collect payments from clients at time of booking with PayPal, Stripe, Adyen and many other processors via SBPay in just a few simple steps.

You can use the integration on the user account level as well as organization one (with paid subscriptions).

;How to set

1. Navigate to your [https://secure.simplymeet.me/integrations Integrations & Plugins] page.

2. Select '''User integrations''' tab and click '''Enable''' next to '''SBPay for User''' if you plan to use it for a single account.
[[File:SBPay for User Navigation.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:SBPay_for_User_Navigation.png]]
 
Or go to '''Organization integrations''' tab and enable '''SBPay for Organisation'''* if you are the owner of the organization.
[[File:SBPay for Organizations Navigation.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:SBPay_for_Organizations_Navigation.png]]
 

3. If you have paid subscription you can also enable '''PRO''' version (here on registration or later while editing the integration settings), that will open access to refunds and sending payments links from SBPay.me interface.

So just fill in the form with your company details and hit '''Activate SBPay!''' button at the top.

[[File:SBPay Pro Navigation.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:SBPay_Pro_Navigation.png]]

4. Go to the SBPay interface using the corresponding button and choose '''Payment processors''' tab.

5. Click on the desired payment system name, select to '''Activate''' it.
[[File:Activate payment system.png|1200px|center|link=https://help.simplymeet.me/images/8/83/Activate_payment_system.png]]
 

6. Add your credentials for the chosen payment system and save settings.

7. Get back to your SimplyMeet.me account and navigate to Meeting types page to add prices for the desired items there.
[[File:Set price for meeting type.png|1200px|center|link=https://help.simplymeet.me/images/a/a9/Set_price_for_meeting_type.png]]
 

8. As long as everything is added and saved your customers will be able to make payments online to confirm their appointments.

<nowiki>*</nowiki>You can also have both levels enabled and decide whether to set organization level as a priority or not.
[[File:Sbpay fpr organization as priority.png|1200px|center|link=https://help.simplymeet.me/images/1/1e/Sbpay_fpr_organization_as_priority.png]]
 
'''Please note!''' If this option is "On" all the payments will be processed through organisation SBPay.me account. 
If you disable it then each user integration will be used for payments.

===Available reports in the SBPay.me system===
SBPay.me is quite a new system but already has several useful reports that you can use to track your payments: 
Please check the details [https://help.simplybook.me/index.php/SBPay.me_integration#SBPay.me_Reports here]

File:SBPay Pro Navigation.png

2026-08-14T18:52:57Z

Admin:

SBPay

2026-08-14T18:51:40Z

Admin:

Collect payments from clients at time of booking with PayPal, Stripe, Adyen and many other processors via SBPay in just a few simple steps.

You can use the integration on the user account level as well as organization one (with paid subscriptions).

;How to set

1. Navigate to your [https://secure.simplymeet.me/integrations Integrations & Plugins] page.

2. Select '''User integrations''' tab and click '''Enable''' next to '''SBPay for User''' if you plan to use it for a single account.
[[File:SBPay for User Navigation.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:SBPay_for_User_Navigation.png]]
 
Or go to '''Organization integrations''' tab and enable '''SBPay for Organisation'''* if you are the owner of the organization.
[[File:SBPay for Organizations Navigation.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:SBPay_for_Organizations_Navigation.png]]
 

3. If you have paid subscription you can also enable '''PRO''' version (here on registration or later while editing the integration settings), that will open access to refunds and sending payments links from SBPay.me interface.

So just fill in the form with your company details and hit '''Activate SBPay!''' button at the top.

[[File:Enable sbpay pro on registration.png|1200px|center|link=https://help.simplymeet.me/images/b/b3/Enable_sbpay_pro_on_registration.png]]

4. Go to the SBPay interface using the corresponding button and choose '''Payment processors''' tab.

5. Click on the desired payment system name, select to '''Activate''' it.
[[File:Activate payment system.png|1200px|center|link=https://help.simplymeet.me/images/8/83/Activate_payment_system.png]]
 

6. Add your credentials for the chosen payment system and save settings.

7. Get back to your SimplyMeet.me account and navigate to Meeting types page to add prices for the desired items there.
[[File:Set price for meeting type.png|1200px|center|link=https://help.simplymeet.me/images/a/a9/Set_price_for_meeting_type.png]]
 

8. As long as everything is added and saved your customers will be able to make payments online to confirm their appointments.

<nowiki>*</nowiki>You can also have both levels enabled and decide whether to set organization level as a priority or not.
[[File:Sbpay fpr organization as priority.png|1200px|center|link=https://help.simplymeet.me/images/1/1e/Sbpay_fpr_organization_as_priority.png]]
 
'''Please note!''' If this option is "On" all the payments will be processed through organisation SBPay.me account. 
If you disable it then each user integration will be used for payments.

===Available reports in the SBPay.me system===
SBPay.me is quite a new system but already has several useful reports that you can use to track your payments: 
Please check the details [https://help.simplybook.me/index.php/SBPay.me_integration#SBPay.me_Reports here]

File:SBPay for Organizations Navigation.png

2026-08-14T18:50:39Z

Admin:

File:SBPay for User Navigation.png

2026-08-14T18:46:18Z

Admin:

The use of Organization Users tags

2026-08-14T18:24:55Z

Admin:

Organization users tags allow to easily filter organization members on the booking website and create widgets with the selected employees for further embedding to own website.
They are especially useful when there are numerous team members and it may take a long time for the client to find the right one on the organization booking site.
Note: To be able to create tags you must be the owner of the organization.

<h2>Create tags</h2>

1. Navigate to the '''[https://secure.simplymeet.me/integrations Integrations & Plugins]''' and select '''Organization integrations''' tab. Find '''Organisation User Tags''' option and click to enable it.
[[File:Organization Users Tags Navigation.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Organization_Users_Tags_Navigation.png]]


2. Under "Organization Users Tags" create all the desired color-coded tags, set them in the necessary order for the booking website display. 
Each tag will also have unique id number, shown before its name(admin side only, it is not shown to clients), that can be later used for tag-specific widgets.
[[File:Organization Users Tags Create.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Organization_Users_Tags_Create.png]]

<h2>Assigning tags per user</h2>

1. As soon as all the necessary tags are created each team member can go to their own '''Settings''' -> '''[https://secure.simplymeet.me/profile/edit Account Settings]''' -> '''General information''' tab.
[[File:Org User Tags path to assign.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Org_User_Tags_path_to_assign.png]]


2. And assign the tags to own profiles in the "Organization Users Tags" section by clicking on them.



3. After all the tags are assigned the clients will be able to click on tags to select/deselect them and see the related employees and book the meetings with them on the organization booking page.
[[File:Simplymeet tags client side results.png|1200px|center]]