Using Zapier.com

From SimplyBook.me



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


1. Enable Zapier connector custom feature on your Custom features page.
Zapir connector enable path.png



2. Create an intake form for the 2nd recipient in admin Simplybook app with the help of Intake Forms Custom Feature.
Create new intake form single line.png



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
Intake forms variables.png



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.

5. Then create a test booking on your 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.

6. When Simplybook preparations are over, it is time to switch to Zapier settings. If you don’t have Zapier account yet, please register.

7. After that, press “Make a Zap”.
Make a new zap.png



8. Find SimplyBook in the list of applications.
Zap-select simplybook app.png



9. Next, you will need to connect your SimplyBook account.
Zap connect sbm account.png



10. Choose New booking as trigger.
Zap-new booking trigger.png



11. Proceed to "Action step" - connect and verify your Gmail account. Set the action to send email when the booking triggers.
Zap-action step.png



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).
Zap-add email recipients.png



Please note, that your client will receive 2 email notifications, one from Simplybook (sent immediately) and one from Zapier (is sent in 5 minutes after booking). You may disable email notifications for clients in Simplybook Settings//Email and SMS settings by unchecking the corresponding boxes.

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.
Zap-edit email content.png



14. Test your newly created Zap. Then name it and turn this Zap on.
Zap-finishing step.png



15. Check this Zap in the Zap list.
Zap list.png



Congratulations, you have created a new connection that will send the copies of confirmation emails to various recipients!