How do salespeople access the Meeting Scheduler?
- Log in to Sales & Success Center
- Go to My Meetings
If this is the salesperson's first time accessing this tab, they will need to complete the Meeting Scheduler setup:
- Set your booking URL - This step allows you to customize your booking URL with a unique name.
- Connect calendar - This is where a salesperson can connect their calendar (only available with Google Calendar) to check for conflicts and create events.
- Choose meeting app - Here, salespeople can connect a meeting app to automatically populate a meeting link in the meeting invite. They can choose the invite to default to either Google Meet or Zoom.
- If Zoom is selected as the default, the account will need to be connected which can be done by clicking open integration settings.
- Set availability - Here, salespeople can set the hours in which they are available. We base this on the Salesperson's timezone.
Note: You can change these options at any time by using the Meeting settings option.
Where can they find their booking link?
Once the salesperson has completed setup, they'll have access to multiple meetings, all with specific lengths of time. By clicking Copy link under the specific meeting type, the link can be copied directly to their clipboard and shared out. This will ensure that the meeting is booked for that specific length of time.
The salesperson can also click the menu icon and click View event link to access the portal directly and book a meeting on their client's behalf.
Note: Each salesperson will have their own unique booking links.
How does it work?
When a prospect visits the salesperson's booking link, they'll be able to choose the date and time of their meeting. The available times are selected from the salesperson's set availability. Prospects won't see times where the salesperson is already booked as long as their Google Calendar is connected.
Note: The times shown will be in the user's local time.
After the meeting is scheduled, the scheduler and salesperson will receive an email confirming the scheduled meeting along with the default video conferencing link. Here, either of them can reschedule, cancel, or add the meeting to their calendar.
Can my salespeople connect their Google Meet or Zoom account after they've scheduled a meeting?
Yes, they can connect at any time using the Meeting settings option. Please be aware, however, that any scheduled meetings will not be updated with a meeting link.
Where can salespeople see their upcoming meetings?
Upcoming meetings are visible in Sales & Success Center on the following tabs:
- Events & Meetings > Scheduled Meetings
- Events & Meetings > Calendar
Where does Meeting Scheduler pull the default timezone from?
Meeting Scheduler determines the default based on the timezone that the web browser reports, which is most often derived from the timezone of the device.
What if the default timezone is incorrect?
Simply correct the timezone in either the device or browser, and return to your Meeting settings. Scroll to the availability settings, and you should see two timezones listed (the current setting and the new browser setting). Select the correct timezone and hit Save to update your Meeting Scheduler.
If the salesperson or prospect uses Google Calendar, the meeting will automatically be added to their calendar without the need to manually add it.