Difference between revisions of "Meeting notifications"

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

Revision as of 16:08, 12 March 2023

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

How to enable calendar notifications

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.

Simplymeet calendar notifications.png

4.Click Save button.

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

Simplymeet calendar invitation example.png

You didn’t get a notification?

Make sure the Calendar Notifications in your Google Calendar are turned on.

How to enable email notifications


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.

Simplymeet email notifications.png

4. Click Save button.

Follow up notifications

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 Meeting types page and select to edit the desired meeting type or create a new one (if necessary)
Create or edit personal meeting type.png



2. Scroll the page to the Reminders and follow-up block and choose Follow up email option.
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.
Set follow up timing.png



4. Adjust the email template if necessary.
Save settings.
Set follow up email.png





Retrieved from "https://help.simplymeet.me/index.php?title=Meeting_notifications&oldid=8154"