Meeting Scheduler

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!

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

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.

‍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. 

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

Calendars - Choose your calendar

• Book meetings on - Select your calendar

• Only schedule meetings when I'm available on - choose when meetings can be scheduled

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. 

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.

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.

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.

Step 3 - After confirmation, they will be asked their Name & Email which is default.

Step 4 - They will receive the thank you message and a confirmation of the booking to their email.

Step 5 - Once your customer/Prospect has done the booking it will appear on your calendar and activities page.

Scheduled Meeting on your Homepage

Scheduled Meeting on your Calendar