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Sales Enablement users can create their own personalized meeting links that can be used to book a time on the calendar effortlessly.
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To use the meeting scheduler feature, your email account first needs to be connected. Follow the instructions here to connect your email account. |
Creating a Meeting
In order to create a meeting link, click on the Profile photo at the top right side of the dashboard and click Settings. Then click on the Meeting Tab as shown here:
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Title: the title of the meeting as shown on the booking screen.
Location: your Zoom Personal Meeting ID or Microsoft Teams link or Google Meet link.
Duration: duration of your meeting in hours or minutes.
URL Slug: the slug, or unique part of your meeting link. For example, if you put “book_with_me” as your slug then the resulting URL would look something like this:
https://meetings.connect-anywhere.com/book_with_me
The “connect-anywhere.com” domain will always remain the same.
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Duration: the length of the calendar events created.
Min. Booking Notice: the minimum amount of time an event must be booked before the meeting.
Min. Cancel Notice: the minimum amount of time that the guest is allowed to cancel via the booking page.
Future Limit: the number of days into the future event should be allowed.
Buffer Time: the minimum amount of time required between events.
Description: the meeting’s description as shown in the calendar invite.
Cancellation Policy: the policy displayed in the meeting invite; for if you require 24 hours notice of cancellation, you can make that clear to the Prospect in your Policy.
Calendars
A This shows a list of all available Calendars linked to your connected email address (Gmail, Yahoo etc.).
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You can select from Individual Calendar or Multiple Calendars options:
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Multiple Calendars option allows the ability to book meetings evenly across multiple users’ calendars.
You can choose from two different bookings distribution methods:
Maximize Availability - Determines which user is most available and uses their calendar.
Round Robin - Meetings are rotated in round robin around across each user calendar selected.
Booking Hours
You can also specify the time zone and booking hours for your calendar. Invitees will see your availability in their local time zones. You can add multiple time slots for Booking Hours on your calendars.
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Note that booking hours do not sync with Google’s working hours. |
Workflow
Under this tab, you can configure your booking flow as well as the reminders.
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Meeting Scheduled - Fulfillment Actions will trigger when a meeting is scheduled.
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Creating Prospects from Meetings
System can automatically create new Prospects from scheduled meetings. To use this option, go to Setup > App Setup > Email > Sales Enablement and enable this setting:
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Once enabled, system will create a new Prospect if one does not already exist. All people invited to the meeting, including additional participants, will be created as new Prospects as well.
Troubleshooting “Could not verify tokens…” Error
In some cases, you may see an error when trying to access your meeting booking link:
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In this case, you’d need to follow these steps to fix the error:
First, reauthenticate your connected email account from the Settings > 3rd Party tab:
2. Next, go to the Meetings tab and edit the meeting link that is showing the error.
3. Reselect/refresh your calendar options from the meeting scheduler and hit save.
Here is a quick video showing the steps:
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