Date Override: Users can add dates when their availability changes from regular weekly hours.You can manage all your schedules under availability. This saves hours to be reused with other events types. Set as new schedule: It helps you to save custom portfolios to be shared with other users.Use Custom Schedule: Here you can create multiple schedules by selecting:.Use an Existing schedule: By default business days (Mon - Fri) and common business hours (9 AM - 5 PM) will be selected along with your personal time-zone.The view helps you in defining Day(s) and hours by selecting the Time Zone and managing date overrides using a List of days as a selection menu. Availability: Choose your daily time availability for which you can accept the calls/ meetings.No Date range: There will be no date range on this selection, invitees will be able to book a meeting even for the next year.Alternatively, you can define your custom start and end date. Custom Date Range: This allows you to select the date range of your choice like Current - Week, Month, Quarter, or Year.Business Days: If you select this option, invitees can book a call on any weekdays i.e. Calendar Days: If you select this option, invitees can book a call for any day in the next 30 days."X" days in future from the current date, which will comprise of two variants, Eg: 30 Days.Meeting Date Range: Define the date range for which you can accept the meetings, following are the option through which you can set up the date range.Add Tags: The Selected tags will get applied to the newly created activity which would help plan any automation or segmentation.Ĭlick on the Save button, to be directed to the next set of actions to configure availability and advanced options as per your requirement.Activity Types: This option helps you to choose the new activity being created with the selected activity type.Go to apps to configured it." Click on the Message to get redirected to the app for zoom connection. Alternatively, you will be prompted on the Zoom selection to connect with Zoom - "Zoom hasn't configured.It requires you to pre-configure your Zoom application with Salesmate by clicking on Profile Icon > Setup > Apps & Add Ons > Apps > Zoom > Install.Zoom : It is a simplified video conferencing and messaging tool that helps you connect over screen sharing with your customers.My invitee should call me: You will get an option to enter your number on which the invitee would be calling at their preferred time.I will call Invitee: This will give the invitee an option to feed their number at the time of booking.Phone Call: This selection means that the meeting will be a phone call wherein the user will either call their customer or vice versa.You can add your unique conferences link via which invitees can join an online session or just the name of the place where the meeting would take place.In-Person: It will be a blank section where the user can add the location of the meeting.Meeting Location: The location field helps your customer to understand where both parties will connect at a scheduled time.Since it is a Team Meeting, you will need to specify the Teammates who are also going to be a part of the meeting, add the information in the " Select Teammates" Box. Please note that the meeting URL can't be changed once it has been created.Meeting URL: The meeting URL is the unique link you can share with your customers to book a meeting on your calendar.Give your invitees a hint of how this meeting can help them.Meeting description: The description will appear as an additional context to customers for booking any new meeting.Meeting Name: The meeting name will appear on the browser to your invitees while they are booking the event.Once you select the Meeting type, you will be directed to the page wherein you can customize the meeting details: You can also enable the sync upon notification popup being prompted if sync is broken/disconnected -" Please enable calendar sync for using this feature. Click here to connect the calendar.".This option will be available only if the Calendar Sync is enabled.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |