Difference between revisions of "Getting Started with SimplyMeet.me"
From SimplyMeet.me
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| − | Follow these | + | Follow these simple steps and you’ll get your SimplyMeet.me account up and running in no time. |
</p> | </p> | ||
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<p class="no-margin"> | <p class="no-margin"> | ||
| + | '''Video''' [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=qieY40PYMeQ]] | ||
</p> | </p> | ||
| − | + | =Option 1. Use onboarding tour= | |
| + | |||
| + | After you create an account you will be guided through the onboarding steps to show the main settings. It will also allow you to have a bookable meeting type ready just in a few minutes. | ||
| + | |||
| + | 1. The first step suggests to create your first meeting type. | ||
| + | You can add '''a)''' its name; '''b)''' adjust availability and '''c)''' duration. | ||
| + | [[File:Sb onboarding step 1.png|1200px|center|link=https://help.simplymeet.me/images/a/a4/Sb_onboarding_step_1.png]] | ||
| + | <br><br> | ||
| + | 2. On the next step you can connect your calendar that will be used to sync the availability and booked meetings with. | ||
| + | It is also possible to skip this step and use internal SimplyMeet.me calendar only. | ||
| + | (you will be able to add more adjustments later if needed) | ||
| + | [[File:Sm onboarding connect calendar.png|1200px|center|link=https://help.simplymeet.me/images/8/81/Sm_onboarding_connect_calendar.png]] | ||
| + | <br><br> | ||
| + | =Option 2. Adding settings if the onboarding was skipped= | ||
| + | ==Step 1. Connect your online Calendar== | ||
<p class="no-margin"> | <p class="no-margin"> | ||
First things first, let’s get your online calendar connected to SimplyMeet.me so the booked meetings can be added there and so you're never double booked. | First things first, let’s get your online calendar connected to SimplyMeet.me so the booked meetings can be added there and so you're never double booked. | ||
</p> | </p> | ||
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You can connect the following calendars (up to 3 at once): | You can connect the following calendars (up to 3 at once): | ||
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'''Let's connect the calendar account:''' | '''Let's connect the calendar account:''' | ||
<ol> | <ol> | ||
| − | <li>Go to <strong>[https:// | + | <li>Go to <strong>[https://secure.simplymeet.me/calendars Calendar Integration]</strong> page.</li> |
| − | <li> | + | <li>Click on '''Add calendar account''' button and choose one of the connection type, e.g. Google Calendar and click <strong>Connect</strong> button.</li> |
</ol> | </ol> | ||
<p> | <p> | ||
| − | [[File: | + | [[File:Sm calendar integrations step 1 new.png|1200px|center|link=https://help.simplymeet.me/images/0/00/Sm_calendar_integrations_step_1_new.png]] |
</p> | </p> | ||
<p> | <p> | ||
| − | + | [[File:Sm connect external calendar list new step2.png|1200px|center|link=https://help.simplymeet.me/images/2/28/Sm_connect_external_calendar_list_new_step2.png]] | |
</p> | </p> | ||
<p> | <p> | ||
| − | [[File: | + | 3. Once you connect your Google Calendar you should see the details of the currently connected calendar: |
| + | </p> | ||
| + | <p> | ||
| + | [[File:Sm connected calendars new.png|1200px|center|link=https://help.simplymeet.me/images/d/de/Sm_connected_calendars_new.png]] | ||
</p> | </p> | ||
<div class="intercom-container"> | <div class="intercom-container"> | ||
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<strong>it won't double book you.</strong> | <strong>it won't double book you.</strong> | ||
</p> | </p> | ||
| − | <p | + | <p> |
| + | [[File:Sm check calendars for conflicts new.png|1200px|center|link=https://help.simplymeet.me/images/1/1e/Sm_check_calendars_for_conflicts_new.png]] | ||
</p> | </p> | ||
| − | + | ==Step 2. Customize a Meeting Type== | |
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Meeting Types help you customize your availability, time zone, meeting duration, email reminders and more of your meetings. | Meeting Types help you customize your availability, time zone, meeting duration, email reminders and more of your meetings. | ||
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</p> | </p> | ||
<ol> | <ol> | ||
| − | + | <li>Go to [https://secure.simplymeet.me/event_types/#/ Meeting Types] page.</li> | |
| − | + | <li>Edit the default meeting type or create a new one with your custom availability and configuration.</li> | |
| − | |||
<div class="intercom-container"> | <div class="intercom-container"> | ||
| − | [[File: | + | [[File:Simplymeet meeting types.png|1200px|center]] |
</div> | </div> | ||
| + | <li>(optional) You can select the specific calendars to be checked for conflicts per each meeting type if necessary. This settings has higher priority than the one in Calendar integrations.<br> | ||
| + | '''Note!''' If you have different calendars checked for conflicts per meeting type, it will be possible to have booked meetings for one and the same date&time for different meeting types. | ||
| + | [[File:Sm check calendars for conflicts per meeting type.png|1200px|center|link=https://help.simplymeet.me/images/8/8b/Sm_check_calendars_for_conflicts_per_meeting_type.png]]</li> | ||
| + | </ol> | ||
| + | |||
| + | ==Step 3. Share your Booking Page Link== | ||
<p class="no-margin"> | <p class="no-margin"> | ||
| − | + | Right now that you have the Calendar connected and your first meeting type created, you can share your booking page link with your invitees. | |
| − | |||
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| − | Right now that you have the Calendar connected and your first meeting type created, you can share your booking page link with your invitees. | ||
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| − | |||
</p> | </p> | ||
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The link to your scheduling page is available in the top right corner. | The link to your scheduling page is available in the top right corner. | ||
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</p> | </p> | ||
<div class="intercom-container"> | <div class="intercom-container"> | ||
| − | [[File: | + | [[File:Simplymeet booking page link.png|1200px|center]] |
</div> | </div> | ||
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The booking page will show your availability according to your connected calendar and the configured meeting type. | The booking page will show your availability according to your connected calendar and the configured meeting type. | ||
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</p> | </p> | ||
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By default, the newly created meeting type defines the following availability rules: | By default, the newly created meeting type defines the following availability rules: | ||
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</p> | </p> | ||
<ul> | <ul> | ||
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</p> | </p> | ||
| − | + | ==Step 4. Schedule a Meeting== | |
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Open your booking page link in the browser and book a test meeting with yourself. | Open your booking page link in the browser and book a test meeting with yourself. | ||
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</p> | </p> | ||
<h1 id="but-wait--theres-more">But wait ... there’s more!</h1> | <h1 id="but-wait--theres-more">But wait ... there’s more!</h1> | ||
<p class="no-margin"> | <p class="no-margin"> | ||
Once you’ve got these steps under control, there’s plenty more to explore in SimplyMeet.me. | Once you’ve got these steps under control, there’s plenty more to explore in SimplyMeet.me. | ||
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</p> | </p> | ||
<ul> | <ul> | ||
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<li> [[Customize your scheduling page|Customize the scheduling page]] so it matches your brand. </li> | <li> [[Customize your scheduling page|Customize the scheduling page]] so it matches your brand. </li> | ||
<li>Create a dedicated [[Create and manage a team|scheduling system for your organization.]] </li> | <li>Create a dedicated [[Create and manage a team|scheduling system for your organization.]] </li> | ||
| − | <li>[[Integrations|Integrate]] with Microsoft Teams | + | <li>[[Integrations|Integrate]] with Microsoft Teams and many more applications.</li> |
</ul> | </ul> | ||
<p class="no-margin"> | <p class="no-margin"> | ||
Latest revision as of 12:59, 10 July 2024
Follow these simple steps and you’ll get your SimplyMeet.me account up and running in no time.
Video 
Option 1. Use onboarding tour
After you create an account you will be guided through the onboarding steps to show the main settings. It will also allow you to have a bookable meeting type ready just in a few minutes.
1. The first step suggests to create your first meeting type. You can add a) its name; b) adjust availability and c) duration.
2. On the next step you can connect your calendar that will be used to sync the availability and booked meetings with.
It is also possible to skip this step and use internal SimplyMeet.me calendar only.
(you will be able to add more adjustments later if needed)
Option 2. Adding settings if the onboarding was skipped
Step 1. Connect your online Calendar
First things first, let’s get your online calendar connected to SimplyMeet.me so the booked meetings can be added there and so you're never double booked.
You can connect the following calendars (up to 3 at once):
- Google.
- Outlook/Office 365.
- iCloud.
- FastMail
- NextCloud
- Zimbra
- Daylite.
- And any CalDAV compatible calendar.
Let's connect the calendar account:
- Go to Calendar Integration page.
- Click on Add calendar account button and choose one of the connection type, e.g. Google Calendar and click Connect button.
3. Once you connect your Google Calendar you should see the details of the currently connected calendar:
4. Choose which calendars should SimplyMeet.me check for conflicts.
SimplyMeet.me will read availability from these calendars and will make sure it won't double book you.
Step 2. Customize a Meeting Type
Meeting Types help you customize your availability, time zone, meeting duration, email reminders and more of your meetings.
- Go to Meeting Types page.
- Edit the default meeting type or create a new one with your custom availability and configuration.
- (optional) You can select the specific calendars to be checked for conflicts per each meeting type if necessary. This settings has higher priority than the one in Calendar integrations.
Note! If you have different calendars checked for conflicts per meeting type, it will be possible to have booked meetings for one and the same date&time for different meeting types.
Right now that you have the Calendar connected and your first meeting type created, you can share your booking page link with your invitees.
The link to your scheduling page is available in the top right corner.
The booking page will show your availability according to your connected calendar and the configured meeting type.
By default, the newly created meeting type defines the following availability rules:
- I'm unavailable on Saturdays and Sundays.
- I'm available from 8 am to 4 pm from Monday to Friday.
You can change these rules according to your needs in the Meeting Type configuration later on.
Step 4. Schedule a Meeting
Open your booking page link in the browser and book a test meeting with yourself.
But wait ... there’s more!
Once you’ve got these steps under control, there’s plenty more to explore in SimplyMeet.me.
- Add your branding. Use SimplyMeet.me from your domain.
- Customize the scheduling page so it matches your brand.
- Create a dedicated scheduling system for your organization.
- Integrate with Microsoft Teams and many more applications.
Continue your journey with SimplyMeet.me by checking out our Knowledge Base or reaching out to our helpful support team to hone your SimplyMeet.me experience.
