Don't want to take meetings on Fridays? Uncheck that box.ĭon't forget to save by clicking "Save Details."įrom here, you'll want to establish Meeting Types. Working Hours: Block off the times you are unavailable so you have complete control over who books meetings with you and when. For example, if you choose a 15 minute Breathing Room time, we’ll make sure that you always have 15 minutes before and after any meetings.
Meeting scheduler full#
If you want a full day's notice before having a meeting booked on your calendar, enter 24 hours in this setting.īreathing Room: Need time to prepare or follow up between meetings? Use this setting to give yourself a breather. You can configure a limit of minutes or hours based on your preference! For example, if it is 3:29 pm and you set your Last Minute Meeting Protection settings to one hour, your recipients would not be able to book a meeting with you until 4:30 pm. Prevent Last Minute Meetings: Use this setting to prevent your recipients from booking meetings at the last minute. Under "Show Advanced Settings" you'll find the following: Web Conferencing: If you use Zoom/Microsoft Teams, you can enable our Zoom or Microsoft Teams integration to automatically insert your meeting link into booked meetings. My Calendar Link URL: This lets you create a custom URL that will direct your recipients to a page to book a meeting with you. You might consider something like, "Click here to book a meeting with me." Decide how you want to present this specific scheduling link to your prospects and customers by linking a phrase. Meeting Link Text to Display: This lets you insert pre-hyperlinked text into your emails. Welcome Message: In this area, you can type out a greeting or instructions to your recipients, leave the default "book a meeting with me!," or even leave blank, if you'd prefer. It will say "Book a time with Display Name." Here, you can set the stage for your meeting link, which you will send to prospects or customers to book a time on your calendar.ĭisplay Name: Enter what name you want to appear when an individual goes to book a meeting with you. Next, click the gear icon to open up the Meeting Scheduler settings. To set up Meeting Scheduler, open a new email message and click on the calendar icon in the Yesware Sidebar to launch the Meeting Scheduler menu. Meeting planner makes meeting scheduling super easy.Meeting Scheduler provides reps with a complete automated workflow for booking meetings with customers and prospects, eliminating the back and forth emails in booking a meeting by creating a scheduling link you can send to your recipients, which allows them to book meetings directly on your calendar. Meeting Planner also makes it easy for Sarah to provide the call in number for the conference call and its conference code. Then, Sarah finalizes the meeting and sends out an invite with the chosen calendar time. Katie, Robert, Darren and Albert are available for all of the times, but Bob and Jon are only available for two of the times.īy using Meeting Planner, Sarah's participants are easily able to indicate to her when they are available. Sarah uses Meeting Planner to invite everyone and suggests six different dates and times. She has no way of knowing when everyone is available at the same time. Sarah needs to schedule a conference call with six people but does not know when would be best. Everything goes according to schedule just perfectly. When Rob and Susan receive their invitation they add the event to their calendars.Īll three of them receive meeting reminders via email up until the hour before the meeting. She uses Meeting Planner to email the invitations. Then, she includes Rob and Susan in the invitation. She uses Meeting Planner to choose the date, time and place. Jane needs to schedule a meeting with Rob and Susan. Typical Meeting Scheduler Scenarios A Basic Meeting To schedule meetings frequently or with very large teams, you may need a subscription.
Meeting scheduler free#
The meeting scheduler is free for basic usage.
The meeting scheduler emails everyone reminders which can be customized by each participant. Meeting Planner emails everyone a link to the event.
Phone calls, conference calls, Skype calls and web conferences are even simpler to schedule.Īfter you finalize the meeting scheduler, you and the participants can easily add the meeting to your calendar. The organizer can schedule the meeting when the perfect time and place are chosen. Organizers suggest dates and times easily and can either schedule the meeting directly or request feedback from participants. Meeting Planner delivers a quick and easy online meeting scheduler for your business, nonprofit organization, club, social event or 1:1 meeting.
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