Meetings and booking
Agents book meetings into their own diary, or into a connected calendar or booking app. The Events tab holds an agent's calendar, meeting types and booking rules.
Meeting types
An agent can book several kinds of meeting, such as a 15-minute phone consult and a 60-minute in-person visit. Each type has:
- Name and length in minutes.
- Place: phone call, in person, Google Meet, Microsoft Teams, Zoom or another video call, plus the address or link.
- When to book it: a note for the agent, such as “only for customers spending over $10k”.
With two or more types, the agent always picks one when checking times and booking. With Google Calendar or Outlook connected, Meet and Teams links can be made automatically.
Booking rules
- Days
- Which days of the week it books.
- Hours
- The earliest an appointment can start and the latest it can finish.
- Gap
- Time kept free around every appointment and event.
- Notice needed
- How many hours ahead a booking must be.
- Book up to
- How many days ahead it offers times (1 to 90).
All times are in your company's timezone. The agent only offers times that are free: not taken by another meeting, an event, or a busy time in a connected calendar.
Meeting details
Click a meeting on the calendar to open its page. Change its title, type, place, link and notes in place with the pencil icon. See Events calendar.