Meeting Scheduler

 

Sales Enablement users can create their own personalized meeting links that can be used to book a time on the calendar effortlessly.

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:

Click on the green New button to open the New Meeting dialogue.

 

Provide the following information:

  • 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.

Schedule Builder

Once you’ve created a new meeting, you’ll be taken to the Schedule Builder page. 

Availability

Basic Info

Here you can set the followings:

  • 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 list of all available Calendars linked to your connected email address (Gmail, Yahoo etc.).

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.

 

Workflow

Under this tab, you can configure your booking flow as well as the reminders.

Booking Flow


There are two modes available for booking flow:

  • Automatic: bookings are auto-confirmed when they are submitted (instant booking).

  • Manual: you'll be notified and can confirm or decline bookings manually.

After a booking is confirmed, you can redirect the person to:

  • Host page: shows the guest the standard thank-you page.

  • Custom page: redirects to a page on another website. For example, you can use the homepage of your website here.

You can also set an expiry for your booking link. There are three options available:

  • None: the booking link will never expire.

  • Date/Time: booking links expire on a certain date and time.

  • Number of uses: booking links expire after a specific number of uses. This value must be greater than or equal to 1.

Once a booking has expired, the system will show this page:

 

Reminders

You can send reminders to the Host, Guest, or both at a specified time before the meeting.

You can also toggle On/Off a confirmation email message. Here's an example of a confirmation email.

 

Customization

Custom Fields

Here you can configure custom questions for the booking form. For example, you might ask the Prospect their area of interest as shown below.

You can add as many fields as you like and choose from a variety of predefined field types.

Page Style

In this section you can design your personal booking link with a custom company logo and theme color.

You can also customize the submit button label as well as the Thank you message.

 

Here is an example of how the final booking page would look like: