This article guides users through the process of starting with Demodesk Scheduling.
The sections covered in this article include:
Demodesk Scheduling Guide for Users
This guide will provide a detailed, step-by-step breakdown of the process you need to follow to configure your account and eventually schedule your first meeting using Demodesk.
Step 1: Connect your Google/Outlook account
While it may not be the most exciting step, the optimal way to commence your Demodesk journey is by configuring your account. This will enable you to fully capitalize on our features.
You can schedule meetings, send out calendar invites, and email invites from Demodesk. In order to ensure everything works as intended, please connect your account.
Step 2: Connect your CRM
The subsequent step is to establish a connection to your CRM in order to monitor your meetings and keep a record of your meetings effectively.
Important: If you do not work with Salesforce, Pipedrive, or HubSpot, or if your team does not yet work with a CRM integration yet, skip this task.
With our CRM integration, you can make sure that the CRM is always up to date and that all customer interactions are logged.
Step 3: Connect your conferencing tool
Now it's time to integrate your preferred conferencing tool with Demodesk to facilitate seamless scheduling of meetings on your chosen platform via the Demodesk booking links or scheduler.
Integrate your preferred conferencing tool to match your meeting types, and initiate meetings using your chosen conferencing tool, such as Microsoft Teams, Google Meet, and Zoom.
Step 4: Update your profile
The final configuration stage entails creating your account profile, which is visible when customers schedule a meeting with you.
The profile information is used in the emails and calendar invites sent from Demodesk (especially in the email signature). Moreover, we recommend uploading a profile picture. This will show up if the customer is scheduling a call.
Step 5: Check your Meeting type default setup
What's a meeting type? Meeting types are templates for the different kinds of meetings you are hosting. Each meeting type is associated with a standardized calendar invitation, a standardized email invitation, reminder emails, and a booking link (a link that allows the customer to directly book a meeting on your calendar). If you would like to learn more about the Demodesk lingo check out our glossary.
When you schedule a meeting in Demodesk, the default meeting type is automatically chosen unless another is selected manually.
🎉 Step 6A: Schedule a meeting via the Demodesk Scheduler
You're ready to roll! You can now schedule your first meeting using Demodesk. Start by using the Demodesk Scheduler.
You want to schedule a Demo with a customer while talking to them on the phone or texting with them via mail? The scheduling functionality in Demodesk is powerful. It is the perfect place for SDRs to book Demos for Account Executives.
If you use HubSpot or Salesforce as a CRM you can directly schedule out of the CRM:
🎉 Step 6B: Schedule a meeting via a Demodesk booking link
Alternatively, you can schedule your meeting by sending a Demodesk booking link to your prospect.
You are exhausted from the back and forth needed to schedule an appointment with a customer or prospect? Booking links allow your customers and prospects to pick a date and time in your calendar and directly schedule a meeting with you.
🆘 Do you need support? We've got you covered!
Access Demodesk Live Support by utilizing the chat feature located in the bottom right corner of your Demodesk dashboard, or reach out via email to firstname.lastname@example.org for any inquiries. Our usual response time is within a few hours, but we kindly ask for a 24-hour window before requesting expedited assistance.