Installation:

1. Find the app in the Bitrix24 Market by search or using a link.

Configurations:

Go to the MeetMe app from Market tab in your portal.
2. On the Users tab, add a person from the portal with whom you can schedule meetings.

After adding a user, two calendars per Owner are created and access is granted to the employee:

• Calendar of available time slots (set). In this calendar, the employee marks the time when he can hold meetings.
• Calendar of booked appointments, which is filled when a reservation has occurred (this is its id you can see in the application).
  Adding calendars for booking MeetOnline and (set) MeetOnline appointments.

MeetOnline is a calendar that will display the time already booked by the client for the meeting.
(set) MeetOnline is a calendar that sets free time slots for meetings with a client.

3. After saving, it becomes possible to configure some options for a specific calendar.
– Employee (First column) – the person who will directly use this calendar
– Calendar owner (Second column) – an employee who has access to calendar editing (can add time slots, change them, etc.). By default, the first and second columns are the same, but if necessary, you can separate the access rights by clicking Change on the right side of the row.
– (Third column) title and link to the calendar. The owner’s calendar opens.

4. In the “Actions” column (Fourth column), click the “Edit” button and edit the required fields if necessary.

– Change employee or calendar owner;
– Change widget settings:
a) Change the name of the calendar
b) Specify the type of widget that suits you
c) Select widget location
d) Specify the period of days that will be displayed for booking
e) Customize the widget color (background color, date, time zone)

Useful: You can see, try on how the widget will look in the next tab “View Calendar Widget Types”, and simply transfer these settings to the calendar settings of a particular employee.

You can add the name of the event and a description to it (for example, individual consultation or diagnostics, etc.)

 Check the box if you want the employee to receive notifications upon successful booking, enter the text of the notification (you can add a quick link to the client’s contact).

In the “Settings” column, you can also delete the employee’s calendar.

After editing, copy the script and paste it under the Bitrix24 form script:

Step 1. Copy the script

If your website is made on the Bitrix24 constructor:

Step 2. Go to the Website you need and add HTML Block (under the block with the CRM form)

Step 3. Fill this block with the script, save and publish website.

If your site is NOT made on the Bitrix24 constructor:

Step 2. Insert the Bitrix24 CRM form script into your website code (CRM – More – Add-ons – CRM forms – select the one you need and copy the code)

Step 3: After the form code, copy the widget script from the application (see Step 1) and paste it below.

7. Open the slots calendar in Bitrix24 MeetMeSet and enter the time slots available for booking.

How to add time slots in the calendar so that the client can make reservations?

Add a new event to your calendar. The topic can be anything.
Select the time that you want to add to the calendar for booking.
*When choosing a calendar, be sure to select your calendar -(set) MeetOnline.

If it is necessary to repeat the slot of this time several times, then select “Repeat”.

After saving time slots in the (set) MeetOnline calendar, the specified slots will appear on the reservation page.

8. Next, we proceed to editing the CRM form through which the client makes a reservation.
   Add the meetMeDateBitrix field from the Contact entity (it was automatically added when the application was installed).

Attention: If you specified in the settings that the widget is placed on top of the form, then it is important to add the application field on top in the form itself. Otherwise, the application may not work correctly!

10. Test the booking process.

Once a client has booked a time for a meeting, an event will be added to your calendar.

Bookings go to the CRM section Clients.

In the client card, you will also see new fields (automatically added when installing the application):

– meetMeTZClient – client timezone as a string

– meetMeTZClientOffset – client time zone offset in seconds

– meetMeDateClient – client date

– meetMeTzBitrixOffset – timezone offset in slot settings, in seconds

– meetMeTzBitrix – time zone in slot settings, string

– meetMeDateBitrix – Bitrix24 start date, in slot settings. Also this field must be inserted in the form

– meetMeDateToBitrix – end date in Bitrix24, in the slot settings.

– meetMeIdEmployee – employee id

– meetMeIdOwner – calendar owner id

– meetMeIdCalSet – calendar id for creating slots

– meetMeIdCalMeet – calendar id for creating meetings

and an Action is created.

MeetMe Booking Functionality

Calendar and Slots settings

1.Go to the Booking tab

2.Define basic settings

• Here are the default calendar settings, but each field can be customized.

• In the “Weekends”, “Weekends and holidays” field, specify non-working days.

• In the “Workdays” field, specify working days.

3.Select the type of booking

• In the by day mode you can set the start and end time of the working day.

• There are two booking modes: by day and by slots.

• Individual slots can also be set for specific days.

• In the by slot mode, you can set regular slots for recurring bookings.

• To add a slot, click on the green plus sign, select the desired range, click “Add” and “Save”.

Catalog and product settings

1.Go to the “Catalog settings” tab and select the desired catalog

2.Add the necessary fields for displaying

• You can select different fields for the product name to be displayed in the form.

• The title can be created by combining several fields.

• The third field is for selecting a gallery of photos for the product.

• If the gallery is not selected, the default image will be shown.

3.Selecting products for booking

• Booking works only with catalogs containing simple products, but not with catalogs containing offers.

• Multiple catalogs can be selected and configured.

Booking products by employees from the application

1.Create a time slot for which you want to enable reservations

2.Select an item to access the booking calendar Booking/Catalog Settings tab

3.Select the “Booking” option to open the booking calendar

4.Select a previously created slot to reserve a time slot

• Reservations can be linked to tasks and can be viewed in the product section.

• When the booking option is enabled, a link to the booking calendar for the specific product is displayed.

• Slots can be deleted if necessary, but they remain marked as deleted in the system.

Customizing the appearance of the Booking widget

1.Go to the View Calendar Widget Types tab and select Booking

2.Click the “Booking” button to preview the widget.

• Random slots are available for previewing.

• User can set the widget name and series.

• User can customize button colors.

• User can see how slot selection and confirmation is done.

3.To connect the widget

Go to Employees → Actions/Change → Widget Type/Booking

Example of working with a customer form

1.Customers get to the form

2.Selection of the required slot takes place

• There are two display modes for cards: list and grid.

• If there are no photos, a placeholder is shown by default.

• The example demonstrates the work with filtering and reserving goods.

3.After confirmation, a transaction is created and notifications are sent to the responsible people. The client can also receive an automated confirmation email with an .ics file to add the meeting to their personal calendar (Google, Outlook).

1. Find the app in the Bitrix24 Market by search or using a link.

Configurations:

Go to the MeetMe app from Market tab in your portal.
2. On the Users tab, add a person from the portal with whom you can schedule meetings.