Self Service Calendaring
How do I add a calendar link to an email? How can my prospects schedule a meeting with me?
The dream for every sales rep is to open their calendar each morning to find their calendar already filled with appointments from interested prospects or customers. With self-service calendaring, reps can now send emails via Playbooks that contain personal calendaring links, enabling their prospects to self-select times to meet with reps.
Adding Calendar Links to Emails
Reps can easily insert links to their calendar into emails with a single click. While editing an email, simply click the calendar icon and their unique calendar link is automatically inserted into emails.
To Add a Calendar Link to an Email
- Open an Email Task or Template.
- Click on the Calendar Icon in the toolbar.
Prospect Self-Service Calendaring
When a prospect or customer clicks on the calendar link from an email, they are brought to the rep’s calendar where they can find a time when they are both available to meet.
Once an individual clicks schedule, a meeting appears on the rep’s calendar and an invite is sent to the prospect.
To Schedule a Meeting the Prospect Will
- Select a Day.
- Select a Time.
- Click Next.
- Enter Full Name and Email.
- Click Schedule.
Setting Up Self-Service Calendaring
Before being able to add calendar links to emails, each rep will need to go and configure their calendar to work with Playbooks. Before they can link their calendar to Playbooks, they will need to connect their email to Playbooks first. Reps can then configure their calendar by going to Settings in Playbooks and clicking the Calendar menu option.
To Setup Calendaring in Playbooks
- Click the Menu.
- Click Settings.
- Click Calendar.
- Connect Your Email Account.
- Optionally Configure the Meeting Details:
- Link Title
- Meeting Title
- Meeting Description
- Meeting Location
- Meeting Duration
- Availability/Business Hours Time Range