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− | 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. |
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| [[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. |
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| [[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. |
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| 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] . |
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| [[File:05.png|Send notification if only provider exists in the system.]] | | [[File:05.png|Send notification if only provider exists in the system.]] |
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− | 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. |
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| [[File:06.png|Match SimplyBook to Gmail.]] | | [[File:06.png|Match SimplyBook to Gmail.]] |