How do salespeople access Meeting Scheduler?

  1. Log in to Sales & Success Center
    • Alternatively, impersonate a salesperson via Partner Center > Sales > Salespeople > supervisor_account-24px.svg
  2. Go to My Meetings > Click the Settings icon (top right of screen)

If this is the salesperson's first time accessing this tab, they will need to complete the Meeting Scheduler setup:

  • 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 Google account. 
  • Set availability - Here, salespeople can set the hours in which they are available. We base this on the Salesperson's time zone.

Note: You can change these options at any time by using the Meeting settings option.

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