Create scheduling pages so contacts can book meetings with you in just 2 steps. Don’t get stuck in a back-and-forth email chain trying to find a time that works for everyone to meet. With the Sales Simplify Scheduler tool, prospects can automatically book a meeting.
Note: Meeting Scheduler is only available for Business & Enterprise Plan Users
How to create a scheduling page?
Step 1 - Go to Profile settings and click Meeting Scheduler, once in the scheduler, Click the “Create New scheduler” button.
Note: Connect your calendar account to create the scheduler. To know more about syncing your calendar, Click here!
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Step 2 - Enter your event information,
Event Name - Name of the event
Event Location - where the event is taking place
Event Duration - the duration of your event
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Step 3 - Enter your availability
When can events be booked? - Based on your availability of your working days, time and time zone.
How far in the future can events be booked? - how much further you want events to be booked.
Customize your scheduler link - You can add your own customization to the scheduler link.
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Step 4 - Your Meeting Scheduler is ready. On the event scheduler cards, you can
Clone - Clone your event
Delete - Delete your event
Copy link - Copy your link to be shared
View Page - View your scheduling page
Embed - Embed your scheduling page on your website.
Customize - Customize your scheduling page to your requirements.
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Customization in Scheduling page
Event info - Here you can change the event information.
Event Name - Name of the event
Event Location - where the event is taking place
Event Duration - the duration of your event
Min. Booking Notice - How far in advance events must be scheduled
Min. Cancel Notice - How far in advance events must be canceled via the booking page
Future Limit - How far in advance events are allowed to be scheduled
Buffer Time - A Buffer Time between your calendar events
Cancellation Policy - Ask guest(s) to provide a brief reason for cancellation
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Calendars - Choose your calendar
Book meetings on - Select your calendar
Only schedule meetings when I'm available on - choose when meetings can be scheduled
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Availability - set your availability
When events can be booked? - Choose the days and time you are available for meetings.
Reminders - Set reminders so that you do not miss out on your appointments.
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Custom Fields - create custom fields to get more information while booking
What info should guests provide? - add a question and map it to the particular field.
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Page Styles - Customize how your scheduling page should look.
Company Name - Company name is shown on the page title
Company Logo - Add your company logo by upload or as image url. Size should be 300px X 150px
Custom Page Slug - Change your meeting scheduler URL to your preference.
Theme Color - The accent color on your page.
Submit Button Label - The large text on the button.
Thank You Message - The text appears after booking is confirmed.
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How does the customer book a meeting?
Step 1 - Share the link or if embedded onto your page, share it with them.
Step 2 - They can choose the date and time that is available to you. Once they select the time, they will be asked to confirm.
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Step 3 - After confirmation, they will be asked their Name & Email which is default.
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Step 4 - They will receive the thank you message and a confirmation of the booking to their email.
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Step 5 - Once your customer/Prospect has done the booking it will appear on your calendar and activities page.
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Scheduled Meeting on your Homepage
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Scheduled Meeting on your Calendar