Changes

From SimplyBook.me
no edit summary
Line 25: Line 25:  
: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. 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>
 
:7. After that, press “Make a Zap”.  
 
:7. After that, press “Make a Zap”.  
[[File:Make a new zap.png | center]]
+
[[File:Zapier redesigned create new zap from dashboard.png|1200px | center|link=https://help.simplybook.me/images/6/68/Zapier_redesigned_create_new_zap_from_dashboard.png]]
 
<br><br>
 
<br><br>
 
:8. 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:Zapier redesigned select trigger app.png|1200px | center|link=https://help.simplybook.me/images/c/c1/Zapier_redesigned_select_trigger_app.png]]
 
<br><br>
 
<br><br>
 
:9. 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:Zapier redesigned connect simplybook account.png|1200px | center|link=https://help.simplybook.me/images/2/24/Zapier_redesigned_connect_simplybook_account.png]]
 
<br><br>
 
<br><br>
 
:10. Choose New booking as trigger.
 
:10. Choose New booking as trigger.
[[File:Zap-new booking trigger.png | center]]
   
<br><br>
 
<br><br>
 
:11. 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:Zapier redesigned gmail as action app.png|1200px | center|link=https://help.simplybook.me/images/0/01/Zapier_redesigned_gmail_as_action_app.png]]
 
<br><br>
 
<br><br>
 
: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).
 
: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:Zapier redesigned email setup variables selection.png|1200px | center|link=https://help.simplybook.me/images/5/5e/Zapier_redesigned_email_setup_variables_selection.png]]  
 
<br><br>
 
<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>
 
:'''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>
 
: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.
 
: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:Zapier redesigned email template setup.png|1200px | center|link=https://help.simplybook.me/images/1/1d/Zapier_redesigned_email_template_setup.png]]  
 
<br><br>
 
<br><br>
:14. Test your newly created Zap. Then name it and turn this Zap on.  
+
:14. Test your newly created Zap and turn it on.  
[[File:Zap-finishing step.png | center]]
+
[[File:Zapier redesigned enable zap.png|1200px | center|link=https://help.simplybook.me/images/9/9b/Zapier_redesigned_enable_zap.png]]  
<br><br>
  −
:15. Check this Zap in the Zap list.  
  −
[[File:Zap list.png | center]]
   
<br><br>
 
<br><br>
 
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!
 
<br><br>
 
<br><br>