Schedule a Meeting yourself

When clicking the Meeting Button in the Sidebar you will see a list of all your presentations. The Button Meet now in the upper right corner will create an instant meeting right now with the Playbook you selected as default. If you click on Schedule Meeting, you will be able to schedule a Demo in the future. You can choose the Event Type it uses, your desired date and time as well as the meeting host.

In the bottom, there is the Add Guest box, where you will add your guests name and Email Address. Below are two switches, where you decide whether or not your guests should receive Email Confirmations and Calendar Invites. You can even customize them using Tokens to save you time and make the emails more personalized. 

Booking Link

If you want to allow your customers to book a Demo on their own, you can activate the Scheduling Page at the bottom. There is a Booking Link you can directly send to prospects so they can choose a time that fits their schedule. You can edit the Availability in the box above, and since you’ve connected your calendar, they will only be able to choose times when you are free. You can customize the booking questions in order to gather more information. Please note that they must enter their email in order to receive the meeting link later.
Find a more detailed guide here.

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