Supported Plans: Growth
Supported Platforms: Gmail/Salesforce
Once you have setup Meeting Scheduler, you are ready to configure it to suit your requirements.
Learn more by reading: How to set up Meeting Scheduler
1. Meeting Settings
Use the dropdown menus to define:
Booking period: the length of meeting that someone can book with you
Meeting padding: the length of time you want to leave between meetings.
Minimum advance: sets the soonest someone can book a meeting with you at the moment they are booking
Maximum advance: sets the furthest date in the future that someone can book a meeting in your calendar
Use the check boxes and drop-down menus to set the days and times that you are available.
Note: If you set up your availability between 9am and 5pm on Monday and then you put a 2-hour meeting at 2pm in your calendar, Meeting Scheduler will automatically block this time out as unavailable in your calendar on this date. So on this date, people will be able to book a meeting with you between 9am-2pm or 4-5pm.
Meeting Scheduler will automatically use the timezone that is set by your calendar.
Note: If you are in PST and someone books a meeting with you and they are in EST they will see your calendar in PST (they will be told the timezone they are looking at)
Customise the appearance of your online calendar page that people will use to book a meeting with you.
Logo: Soon you will be able to display your company logo on the booking page.
Tagline: This is the name given to your booking page.
Invitation text: You can decide what text to include on the booking page (if any).
Header Colour: Use the selector or type in a hex value to determine the header colour of your booking page.
Font Colour: Use the selector to to change the colour of the font used on your booking page.
5. Booking form fields
Define the fields that a user will need to complete in order to book a meeting with you.
Note: This information will be included in a booking confirmation email to you once the meeting is booked.
To add fields:
Click the + icon, give the field a label and select its type from the drop-down list. To make it a required field tick the required box.
To delete fields:
Simply click the trash can icon next to the field you wish to remove from the booking form.
To change the field order:
You can drag and drop the fields into the required order.
Note: Email address must be a required field and can not be changed.
You will soon be able to integrate Ebsta's Meeting Scheduler with other meeting software such as GoToMeeting and Webex.
Preview what your calendar booking page will look like to the end user by clicking the Preview icon.
8. Put your calendar live
When you are happy with the configuration, click the toggle button in the top right-hand corner which by default will be set to Offline. This will put your calendar live so people will be able to book meetings in your calendar from your link. At anytime you can use this button to take your calendar offline.