Create a custom field as formula in your contact, lead or opportunity object. Add the custom field as button or field to the respective page layout.

IMPORTANT: Make sure you have connected your Google or Microsoft365 account here in your profile settings!

Example: Add a button to schedule a meeting from the Contact Page.

1 - Go to a Contact view  
2 - Click on "Setup" -> "Edit Object"
3 - Go to "Fields & Relationships" and click "New" to add a custom field
4 - Select "Formula" as Data Type
5 - Add the following formula: HYPERLINK("https://demodesk.com/manage/schedule?objectType=Contact&objectId=" + Id, "Schedule meeting")

PRO TIP: You can add more tokens to personalize your invites, confirmation and reminder emails. All Default tokens can be found HERE

6 - Go to "Compact Layout", choose an existing one or click "New", click "Edit" and add your custom field to the layout.


Example: Add a button to schedule a meeting from the Lead Page.

1 - Go to a Lead view
2 - Click on "Setup" -> "Edit Object"
3 - Go to "Fields & Relationships" and click "New" to add a custom field
4 - Select "Formula" as Data Type
5 - Add the following formula: HYPERLINK("https://demodesk.com/manage/schedule?objectType=Lead&objectId=" + Id, "Schedule meeting")

PRO TIP: You can add more tokens to personalize your invites, confirmation and reminder emails. All Default tokens can be found HERE

6 - Go to "Compact Layout", choose an existing one or click "New", click "Edit" and add your custom field to the layout.

Example: Lightning View

If you have questions on additional tokens or streamlining the process, don't hesitate to reach out to us

Did this answer your question?