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;How to use
;How to use
:1. Create an intake form for the 2nd recipient in admin [https://simplybook.me/ Simplybook] app with the help of [[Custom_Features#Intake_Forms | Intake Forms Custom Feature]].
:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Zapier connector</span> custom feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page.
[[File:Zapir connector enable path.png | center]]
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:2. Create an intake form for the 2nd recipient in admin [https://simplybook.me/ Simplybook] app with the help of [[Custom_Features#Intake_Forms | Intake Forms Custom Feature]].
[[File:Create new intake form single line.png | center]]
[[File:Create new intake form single line.png | center]]
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:2. After creating an intake form, you will see the variable name at the bottom of the variables list in Settings//Email and SMS settings
:3. After creating an intake form, you will see the variable name at the bottom of the variables list in Settings//Email and SMS settings
[[File:Intake forms variables.png | center]]
[[File:Intake forms variables.png | center]]
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:3. In this picture, it is [data_field_30] (but it can be data_field_2, data_field_3, etc.). This variable will contain the alternative email address needed for synchronization with Gmail.<br><br>
:4. In this picture, it is [data_field_30] (but it can be data_field_2, data_field_3, etc.). This variable will contain the alternative email address needed for synchronization with Gmail.<br><br>
:4. 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. <br><br>
:5. 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. <br><br>
:5. 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 [https://zapier.com/sign-up/ register]. <br><br>
:6. 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 [https://zapier.com/sign-up/ register]. <br><br>
:6. After that, press “Make a Zap”.
:7. After that, press “Make a Zap”.
[[File:Make a new zap.png | center]]
[[File:Make a new zap.png | center]]
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:7. Find [https://simplybook.me/ SimplyBook] in the list of applications.
:8. Find [https://simplybook.me/ SimplyBook] in the list of applications.
[[File:Zap-select simplybook app.png | center]]
[[File:Zap-select simplybook app.png | center]]
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:8. Next, you will need to connect your [https://simplybook.me/ SimplyBook] account.
:9. Next, you will need to connect your [https://simplybook.me/ SimplyBook] account.
[[File:Zap connect sbm account.png | center]]
[[File:Zap connect sbm account.png | center]]
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:9. Choose New booking as trigger.
:10. Choose New booking as trigger.
[[File:Zap-new booking trigger.png | center]]
[[File:Zap-new booking trigger.png | center]]
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:10. Proceed to "Action step" - connect and verify your Gmail account. Set the action to send email when the booking triggers.
:11. Proceed to "Action step" - connect and verify your Gmail account. Set the action to send email when the booking triggers.
[[File:Zap-action step.png | center]]
[[File:Zap-action step.png | center]]
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:11. Add email recipients in "To:" and "Cc:" boxes. Please use the variables for correct Zap operation(select the variable of your recently created intake form).
:12. Add email recipients in "To:" and "Cc:" boxes. Please use the variables for correct Zap operation(select the variable of your recently created intake form).
[[File:Zap-add email recipients.png | center]]
[[File:Zap-add email recipients.png | center]]
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:'''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.<br><br>
:'''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.<br><br>
:12. Then setup email template text. As well add the necessary variables that will be replaced with the booking information in the real email. You can create more detailed and rich notification than the one on the example.
:13. Then setup email template text. As well add the necessary variables that will be replaced with the booking information in the real email. You can create more detailed and rich notification than the one on the example.
[[File:Zap-edit email content.png | center]]
[[File:Zap-edit email content.png | center]]
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:13. Test your newly created Zap. Then name it and turn this Zap on.
:14. Test your newly created Zap. Then name it and turn this Zap on.
[[File:Zap-finishing step.png | center]]
[[File:Zap-finishing step.png | center]]
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:14. Check this Zap in the Zap list.
:15. Check this Zap in the Zap list.
[[File:Zap list.png | center]]
[[File:Zap list.png | center]]
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Congratulations, you have created a new connection that will send the copies of confirmation emails to various recipients!
Congratulations, you have created a new connection that will send the copies of confirmation emails to various recipients!
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