Where can salespeople find their booking links?

Once the Salesperson has completed setting up Meeting Scheduler, they'll have access to multiple meetings, all with specific lengths of time. By clicking the 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. 

There are two types of booking links:

  • General booking link - Allows the person booking the meeting to select from the salesperson's available meeting types
  • Specific booking links - The person booking the meeting can choose from the intervals set for the specific booking link

The salesperson can also click the menu icon Menu_icon.png  and click the View booking 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.



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