Using Zapier.com - Revision history

Admin at 14:51, 17 April 2026

2026-04-17T14:51:27Z

← Older revision		Revision as of 14:51, 17 April 2026
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	<translate>		<translate>
	<!--T:4-->		<!--T:4-->
	: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.		: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]].
			[[File:Create new single line form redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/b/b1/Create_new_single_line_form_redesigned.png]]
			<br><br>
			: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
			[[File:Intake form variable redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/a/a3/Intake_form_variable_redesigned.png]]
			<br><br>
			: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. 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. 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:Zapier enable path redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]		[[File:Zapier enable path redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]
	<br><br>		<br><br>
	:2. Connect to your Zapier account using the ‘’’Quick connect’’’ option		:6. Connect to your Zapier account using the ‘’’Quick connect’’’ option
	[[File:Quick connect zapier.png\|1200px\|border \| center\|link=https://help.simplybook.me/images/8/84/Quick_connect_zapier.png]]		[[File:Quick connect zapier.png\|1200px\|border \| center\|link=https://help.simplybook.me/images/8/84/Quick_connect_zapier.png]]
	<br><br>		<br><br>
	:~~3. Or you can choose a manual connection by credentials.~~		:7. Click on '''+ Create Zap''' button.
	~~- Go to Zapier~~.~~com -> App connections page and click~~ on ~~“Add connection”~~ button~~<br>~~		[[File:Create zap path.png\|1200px\|border \| center\|link=https://help.simplybook.me/images/2/24/Create_zap_path.png]]
	~~[[File:Add connection zapeir side.png\|1200px\|border \| center\|link=https://help.simplybook~~.~~me/images/c/c2/Add_connection_zapeir_side.png]]~~
	~~<br><br>~~
	~~- Select SimplyBook.me<br>~~
	~~- Copy company login, user login, generate and copy API key from your SimpyBook.me account<br>~~
	[[File:~~Zapier manual connection new.png\|1200px\|border \| center\|link=https://help.simplybook.me/images/c/c3/Zapier_manual_connection_new.png]]~~
	~~<br><br>~~
	~~- Paste them to the corresponding fields on Zapier.com side and click on “Continue” option there. The account gets connected.~~
	~~[[File:Credentials on zapier side new~~.png\|1200px\|border \| center\|link=https://help.simplybook.me/images/~~e/e9/Credentials_on_zapier_side_new.png]]~~
	~~<br><br>~~
	~~:4. 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 single line form redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/b/b1/Create_new_single_line_form_redesigned.png]]~~
	~~<br><br>~~
	~~:5. 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 form variable redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/a/a3/Intake_form_variable_redesigned.png]]~~
	~~<br><br>~~
	~~:6. 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>~~
	:7. 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>
	:8. 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>
	~~:9. After that, press “Create a Zap”.~~
	~~[[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>
	:10. ~~Find [https://simplybook~~.me~~/ SimplyBook]~~ in the list of ~~applications~~.		:8. In the popup that appears find SimplyBook.me in the list of apps to connect to.
	[[File:Zapier ~~redesigned select~~ trigger ~~app~~.png\|1200px \| center\|link=https://help.simplybook.me/images/c/c1/~~Zapier_redesigned_select_trigger_app~~.png]]		[[File:Zapier new sb as trigger.png\|1200px\|border \| center\|link=https://help.simplybook.me/images/1/13/Zapier_new_sb_as_trigger.png]]
	<br><br>		<br><br>
	:11. ~~Select~~ the connected ~~account~~.		:9. Choose "New booking" as a trigger and the account that you have previously connected. Click "Continue".
			[[File:Zapier new choose trigger event.png\|1200px\|border \| center\|link=https://help.simplybook.me/images/4/45/Zapier_new_choose_trigger_event.png]]
	<br><br>		<br><br>
	:12. ~~Choose New booking as~~ trigger.		:10. Test your trigger, select the sample record and proceed to the action step.
	<br><br>		<br><br>
	:13. 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:Zapier redesigned gmail as action app.png\|1200px \| center\|link=https://help.simplybook.me/images/0/01/Zapier_redesigned_gmail_as_action_app.png]]		[[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>
	:14. 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:Zapier redesigned email setup variables selection.png\|1200px \| center\|link=https://help.simplybook.me/images/5/5e/Zapier_redesigned_email_setup_variables_selection.png]]		[[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>
	:15. 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:Zapier redesigned email template setup.png\|1200px \| center\|link=https://help.simplybook.me/images/1/1d/Zapier_redesigned_email_template_setup.png]]		[[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>
	:16. Test your newly created Zap and turn it on.		:14. Test your newly created Zap and turn it on.
	[[File:Zapier redesigned enable zap.png\|1200px \| center\|link=https://help.simplybook.me/images/9/9b/Zapier_redesigned_enable_zap.png]]		[[File:Zapier redesigned enable zap.png\|1200px \| center\|link=https://help.simplybook.me/images/9/9b/Zapier_redesigned_enable_zap.png]]
	<br><br>		<br><br>

Admin at 10:55, 16 March 2026

2026-03-16T10:55:54Z

← Older revision		Revision as of 10:55, 16 March 2026
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	We are often asked how to send confirmation email to more than one email address. It may be needed if client has an agent or if some other people need to receive confirmation letters for clients. Now this option becomes available with our application on Zapier!		We are often asked how to send confirmation email to more than one email address. It may be needed if client has an agent or if some other people need to receive confirmation letters for clients. Now this option becomes available with our application on Zapier!

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	<!--T:3-->		<!--T:3-->
	;How to use		;How to use

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			<translate>
	<!--T:4-->		<!--T:4-->
	: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.		: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.

Admin: Marked this version for translation

2026-03-16T10:48:25Z

Marked this version for translation

← Older revision		Revision as of 10:48, 16 March 2026
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			<!--T:3-->
	;How to use		;How to use


			<!--T:4-->
	: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.		: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:Zapier enable path redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]		[[File:Zapier enable path redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]

Admin at 10:48, 16 March 2026

2026-03-16T10:48:18Z

← Older revision		Revision as of 10:48, 16 March 2026
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	{{#seo:		{{#seo:
	\|title= Using Zapier and the Appointment Booking System Scheduler - SimplyBook.me		\|title= Using Zapier and the Appointment Booking System Scheduler - SimplyBook.me
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	\|keywords=faq, frequently asked questions, booking software, appointment system questions,appointments online, calendar software, booking system		\|keywords=faq, frequently asked questions, booking software, appointment system questions,appointments online, calendar software, booking system
	}}		}}
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	<br><br>		<br><br>
	===Zap tutorial for SimplyBook and Gmail connection===		===Zap tutorial for SimplyBook and Gmail connection===
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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!
	<br><br>		<br><br>
			</translate>

Admin at 11:41, 10 March 2026

2026-03-10T11:41:47Z

← Older revision		Revision as of 11:41, 10 March 2026
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	[[File:Zapier enable path redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]		[[File:Zapier enable path redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]
	<br><br>		<br><br>
	: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]].		:2. Connect to your Zapier account using the ‘’’Quick connect’’’ option
			[[File:Quick connect zapier.png\|1200px\|border \| center\|link=https://help.simplybook.me/images/8/84/Quick_connect_zapier.png]]
			<br><br>
			:3. Or you can choose a manual connection by credentials.
			- Go to Zapier.com -> App connections page and click on “Add connection” button<br>
			[[File:Add connection zapeir side.png\|1200px\|border \| center\|link=https://help.simplybook.me/images/c/c2/Add_connection_zapeir_side.png]]
			<br><br>
			- Select SimplyBook.me<br>
			- Copy company login, user login, generate and copy API key from your SimpyBook.me account<br>
			[[File:Zapier manual connection new.png\|1200px\|border \| center\|link=https://help.simplybook.me/images/c/c3/Zapier_manual_connection_new.png]]
			<br><br>
			- Paste them to the corresponding fields on Zapier.com side and click on “Continue” option there. The account gets connected.
			[[File:Credentials on zapier side new.png\|1200px\|border \| center\|link=https://help.simplybook.me/images/e/e9/Credentials_on_zapier_side_new.png]]
			<br><br>
			:4. 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 single line form redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/b/b1/Create_new_single_line_form_redesigned.png]]		[[File:Create new single line form redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/b/b1/Create_new_single_line_form_redesigned.png]]
	<br><br>		<br><br>
	: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		:5. 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 form variable redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/a/a3/Intake_form_variable_redesigned.png]]		[[File:Intake form variable redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/a/a3/Intake_form_variable_redesigned.png]]
	<br><br>		<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>		:6. 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>
	: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>		:7. 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>
	: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>		:8. 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”.		:9. After that, press “Create a Zap”.
	[[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]]		[[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.		:10. Find [https://simplybook.me/ SimplyBook] in the list of applications.
	[[File:Zapier redesigned select trigger app.png\|1200px \| center\|link=https://help.simplybook.me/images/c/c1/Zapier_redesigned_select_trigger_app.png]]		[[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.~~		:11. Select the connected account.
	~~[[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.		:12. Choose New booking as trigger.
	<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.		:13. Proceed to "Action step" - connect and verify your Gmail account. Set the action to send email when the booking triggers.
	[[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]]		[[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).		:14. 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:Zapier redesigned email setup variables selection.png\|1200px \| center\|link=https://help.simplybook.me/images/5/5e/Zapier_redesigned_email_setup_variables_selection.png]]		[[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.		:15. 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:Zapier redesigned email template setup.png\|1200px \| center\|link=https://help.simplybook.me/images/1/1d/Zapier_redesigned_email_template_setup.png]]		[[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 and turn it on.		:16. Test your newly created Zap and turn it on.
	[[File:Zapier redesigned enable zap.png\|1200px \| center\|link=https://help.simplybook.me/images/9/9b/Zapier_redesigned_enable_zap.png]]		[[File:Zapier redesigned enable zap.png\|1200px \| center\|link=https://help.simplybook.me/images/9/9b/Zapier_redesigned_enable_zap.png]]
	<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>

Admin at 15:01, 6 December 2024

2024-12-06T15:01:44Z

← Older revision		Revision as of 15:01, 6 December 2024
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	: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.		: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:Zapier ~~connector~~ enable path ~~new cf~~.png \| center]]		[[File:Zapier enable path redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]
	<br><br>		<br><br>
	: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]].		: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 single line form redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/b/b1/Create_new_single_line_form_redesigned.png]]
	<br><br>		<br><br>
	: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		: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 form variable redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/a/a3/Intake_form_variable_redesigned.png]]
	<br><br>		<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. 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>

Admin at 12:59, 18 August 2022

2022-08-18T12:59:37Z

← Older revision		Revision as of 12:59, 18 August 2022
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	: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>

Admin at 14:39, 28 July 2021

2021-07-28T14:39:28Z

← Older revision		Revision as of 14:39, 28 July 2021
Line 13:		Line 13:

	: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.		: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]]		[[File:Zapier connector enable path new cf.png \| center]]
	<br><br>		<br><br>
	: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]].		: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]].

Admin at 13:49, 27 May 2019

2019-05-27T13:49:23Z

← Older revision		Revision as of 13:49, 27 May 2019
Line 11:		Line 11:
	;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]]
			<br><br>
			: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]]
	<br><br>		<br><br>
	: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]]
	<br><br>		<br><br>
	: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]]
	<br><br>		<br><br>
	: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]]
	<br><br>		<br><br>
	: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]]
	<br><br>		<br><br>
	: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]]
	<br><br>		<br><br>
	: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]]
	<br><br>		<br><br>
	: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]]
	<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>
	: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]]
	<br><br>		<br><br>
	: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]]
	<br><br>		<br><br>
	: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]]
	<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>

Admin at 09:17, 12 March 2019

2019-03-12T09:17:58Z

← Older revision		Revision as of 09:17, 12 March 2019
Line 4:		Line 4:
	\|keywords=faq, frequently asked questions, booking software, appointment system questions,appointments online, calendar software, booking system		\|keywords=faq, frequently asked questions, booking software, appointment system questions,appointments online, calendar software, booking system
	}}		}}
	===Zap tutorial SimplyBook and Gmail===		<br><br>
	We are often asked how to send confirmation email to more than one email address. It may be needed if client has an agent or if some other people need to receive confirmation letters for clients ~~or service providers~~. Now this option becomes available with our ~~new~~ application on Zapier!		===Zap tutorial for SimplyBook and Gmail connection===
			We are often asked how to send confirmation email to more than one email address. It may be needed if client has an agent or if some other people need to receive confirmation letters for clients. Now this option becomes available with our application on Zapier!


			;How to use

	~~Firstly, create~~ an intake form for the 2nd recipient in admin [https://simplybook.me/ Simplybook] app with the help of Intake Forms Custom Feature.		: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]].
			[[File:Create new intake form single line.png \| center]]
	[[File:~~Zapier settings~~.png \| center]]
	<br><br>		<br><br>
	After creating an intake form, you will see the variable name.		: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
			[[File:Intake forms variables.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.		: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>
	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.		: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. 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>
	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~~] .		:6. After that, press “Make a Zap”.
	After that, press “Make a ~~New~~ Zap”.		[[File:Make a new zap.png \| center]]

	~~Next, you will need to connect your [https://simplybook.me/ SimplyBook] account.~~

	[[File:02.png\|~~Connect SimplyBook to Zapier.~~]]
	<br><br>		<br><br>
	~~Verify your~~ [https://simplybook.me/ ~~Simplybook~~] ~~account~~.		:7. Find [https://simplybook.me/ SimplyBook] in the list of applications.
			[[File:Zap-select simplybook app.png \| center]]
	[[File:03.png\|~~SimplyBook account is working.~~]]
	<br><br>		<br><br>
	~~Connect and verify~~ your ~~Gmail~~ account.		:8. Next, you will need to connect your [https://simplybook.me/ SimplyBook] account.
			[[File:Zap connect sbm account.png \| center]]
	[[File:04.png\|~~Gmail account is working.~~]]
	<br><br>		<br><br>
	~~You can filter [https~~:~~//simplybook~~.~~me/ SimplyBook] events if needed~~.		:9. Choose New booking as trigger.
			[[File:Zap-new booking trigger.png \| center]]
	[[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 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~~.		:10. 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:06.png\|~~Match SimplyBook to Gmail.~~]]
	<br><br>		<br><br>
	~~Then enter notification text~~ and ~~press “Continue”~~. ~~You can create more detailed and rich notification than~~ the ~~one on the example by adding text and using~~ variables ~~from~~ the ~~list~~.		: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).
			[[File:Zap-add email recipients.png \| center]]
	[[File:~~06_1~~.png\|~~Enter notification text.~~]]
	<br><br>		<br><br>
	~~Test~~ your ~~newly created Zap~~.		:'''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.
	[[File:07.png\|~~Test Zap.~~]]		[[File:Zap-edit email content.png \| center]]
	<br><br>		<br><br>
	~~Name~~ it and turn this Zap on.		:13. Test your newly created Zap. Then name it and turn this Zap on.
			[[File:Zap-finishing step.png \| center]]
	[[File:08.png\|~~Enter Zap name and run it.~~]]
	<br><br>		<br><br>
	Check this Zap in the Zap list.		:14. Check this Zap in the Zap list.
			[[File:Zap list.png \| center]]
	[[File:09.png\|~~Zap list.~~]]
	<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>