Our meeting scheduler ensures you and your contacts can quickly schedule a time to chat. It reduces back and forth communications by capturing your Google Calendar availability in a link that you can send to your contacts. Your recipient simply chooses an available time and date from your calendar, and the meeting is scheduled automatically.
Note: You must be using our Google Sync feature for this to work.
Enable the meeting scheduler
This feature is currently in beta. That means we'll enable the feature for you in exchange for your participation in the beta. To sign up, click here.
A few things to note about the feature at this time are as follows:
- Customers will be able to schedule a meeting between 8am-6pm in your time zone. Even if you have availability before or after that time frame, it will not be an option for the customer to select.
- The link generated from the meeting scheduler is only visible to people you've added to the meeting in the process of creating it.
Schedule a meeting
1. Sign into your ProsperWorks account, and click the record type you want to schedule a meeting with. This could be a lead, person or company record.
2. Click the name of the record you want to schedule the meeting with from the records landing page.
3. In the right-hand column of the lead, person or company record, click the '+' sign next to the 'Calendar Events' section, and choose 'Request Meeting Link':
4. In the pop-up box that appears, fill in the details of your meeting, and click 'Create Link':
5. You'll be presented with a new pop-up box that offers a link. You must copy this link so you can paste it into your customer email. (Note this link is only accessible to contacts you've included in the meeting in the previous step):
6. Open Gmail, and click 'Compose' to open a new email creation window.
7. Include your message with a prompt to the recipient to click the link to your calendar in order to schedule a meeting with you:
You're all set. When your customer opens their email and clicks the link, they'll see a browser tab that looks like this. When the recipient clicks the time from the calendar at the right, it will send an email confirmation of the meeting to both parties, and create a Google Calendar event on both parties' calendars: