Changes

From SimplyBook.me
no edit summary
Line 9: Line 9:       −
Firstly, create an additional field for the 2nd recipient in admin [https://simplybook.me/ Simplybook] app with the help of Additional Fields Custom Feature.  
+
Firstly, create an intake form for the 2nd recipient in admin [https://simplybook.me/ Simplybook] app with the help of Intake Forms Custom Feature.  
    
[[File:Zapier settings.png | center]]
 
[[File:Zapier settings.png | center]]
 
<br><br>
 
<br><br>
After creating an additional filed, you will see the variable name.  
+
After creating an intake form, you will see the variable name.  
    
  [[File:Zapier.png | center]]
 
  [[File:Zapier.png | center]]
 
<br><br>
 
<br><br>
 
In the picture, it is [data_field_7] (but it can be data_field_2, data_field_3…). This variable will contain the alternative email address needed for synchronization with Gmail.  
 
In the picture, it is [data_field_7] (but it can be data_field_2, data_field_3…). This variable will contain the alternative email address needed for synchronization with Gmail.  
Then create a test booking on your [https://simplybook.me/ Simplybook] booking page. It is needed to notify the system that the new additional field was created in the system and is ready for further usage.  
+
Then create a test booking on your [https://simplybook.me/ Simplybook] booking page. It is needed to notify the system that the new form was created in the system and is ready for further usage.  
    
When [https://simplybook.me/ Simplybook] preparations are over, it is time to switch to Zapier settings. If you don’t have Zapier account yet, please register and add [https://simplybook.me/ Simplybook] to your list of applications. Detailed instructions, invitation link and examples are [http://blog.simplybook.me/zap-a-new-functionality-to-simplybook-me/ here] .  
 
When [https://simplybook.me/ Simplybook] preparations are over, it is time to switch to Zapier settings. If you don’t have Zapier account yet, please register and add [https://simplybook.me/ Simplybook] to your list of applications. Detailed instructions, invitation link and examples are [http://blog.simplybook.me/zap-a-new-functionality-to-simplybook-me/ here] .  
Line 39: Line 39:  
[[File:05.png|Send notification if only provider exists in the system.]]  
 
[[File:05.png|Send notification if only provider exists in the system.]]  
 
<br><br>
 
<br><br>
In “Match up [https://simplybook.me/ Simplybook] booking to Gmail Email” select recipients of notification and select the variable of your recently created additional field. Please note, that your client will receive 2 email notifications, one from [https://simplybook.me/ Simplybook] (sent immediately) and one from Zapier (is sent in 5 minutes after booking). You may disable email notifications for clients in [https://simplybook.me/ Simplybook] Settings//Email and SMS settings by unchecking the corresponding boxes.
+
In “Match up [https://simplybook.me/ Simplybook] booking to Gmail Email” select recipients of notification and select the variable of your recently created intake form. Please note, that your client will receive 2 email notifications, one from [https://simplybook.me/ Simplybook] (sent immediately) and one from Zapier (is sent in 5 minutes after booking). You may disable email notifications for clients in [https://simplybook.me/ Simplybook] Settings//Email and SMS settings by unchecking the corresponding boxes.
    
[[File:06.png|Match SimplyBook to Gmail.]]  
 
[[File:06.png|Match SimplyBook to Gmail.]]