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How to leverage my Demodesk Scheduling account?
How to leverage my Demodesk Scheduling account?

This article outlines the important steps to take when starting with Demodesk Scheduling and introduces its key features

Demodesk Tech avatar
Written by Demodesk Tech
Updated over a week ago

In this article, you'll receive guidance on how to set-up your Demodesk Scheduling account as well as a comprehensive explanation on how to smoothly move your processes to Demodesk.

The article is structured as follows:

πŸ†• How to get started guide

Establishing your Demodesk account requires the adaptation of your existing workflow into the Demodesk framework. To achieve a seamless setup, it's important to focus on each step of the process. To facilitate this, we've formulated the subsequent questions.

These questions are designed to guide you in identifying the essential tools and components necessary for configuring your account. Please ensure that you possess all the necessary information prior to the account set-up, as this will enable you to fully utilize the features of the platform.

1. Specify your essential integrations

Initially, it's crucial to define the technical context of the fundamental setup. This ensures the seamless functioning of all integrations. Think about the tools you wish to integrate with Demodesk by answering the following questions:

  1. Which CRM are you using?

  2. Which collaboration and communication tool do you use in your workplace?

2. Establish your workflow process

Moving on to the second phase, it's recommended to outline the key interaction points with your leads. This information will prove valuable in designing appropriate meeting types that align with your desired outcomes. More specifically:

  1. How do you generate leads? Is it primarily through inbound or outbound methods?

  2. What are the usual types and durations of calls with prospects and customers?

  3. Do you intend to allow leads to book calls directly from your website?

  4. Would you like to provide prospects and customers the ability to schedule meetings on their own throughout their customer journey?

3. Define your Demodesk goal

At Demodesk, we believe in setting objectives to measure success. That's why we recommend focusing on the goals you hope to achieve with our platform. These outcomes may include increased deal closures, reduced time spent on manual tasks because of optimized workflows, decreased no-show rates, and more.

What would you like to achieve using Demodesk?

🚧 How to transition to Demodesk

At Demodesk, our mission is to automate and improve your sales process. As a result, our features are designed to address distinct aspects of this journey. For a better understanding of the Demodesk terminology, we encourage you to refer to our glossary. Please review our whitelabel settings article to incorporate your corporate branding into the Demodesk booking pages.

Make sure to understand the following features, before working with them:


For optimal automation, Demodesk offers integrations with various CRM tools. If you happen to use any of the following platforms, please refer to their instructions by clicking on the provided links to ensure a seamless setup:

Meeting Types

Every scheduled meeting is categorized with a meeting type. These meeting types automate various tasks prior to and after a meeting, reducing preparation time and no-shows. You can find comprehensive information about meeting types, which are a pivotal component of Demodesk, in this article.

⚑ Pro Tip: We advise creating a distinct meeting type for each customer touchpoint, such as an initial demo or a check-in. Collectively, these meeting types provide a comprehensive overview of your complete sales process, seamlessly linking together its various components.

Demodesk Routing

If you wish to enable customers to schedule meetings with your team efficiently, while also ensuring that your team focuses their efforts on qualified leads, then Demodesk routing forms are the solution you need. These forms allow you to direct customers to specific booking pages with predefined meeting types or URLs based on the rules you define.

⚑ Pro Tip: You can use routing forms to ensure a balanced distribution of leads among team members by enabling "Fair lead distribution" (learn more about it here).


There are two primary methods for scheduling meetings with Demodesk. The first involves using the Demodesk Scheduler, which allows you to choose the suitable meeting type, check your team members' availability, and ultimately select the suitable timeslot. Alternatively, customers can directly book meetings using your unique booking link, displaying your available timeslots.

⚑ Pro Tip: If you intend to have multiple team members attend a meeting, you can send your customers tandem links. These links consider the availability of the respective members and display timeslots when all of the desired team members are free.


Define your priorities, clearly outline your intentions for using Demodesk, and establish your initial configuration based on these priorities. It's important to recognize that you may not require the complete suite of features right from the start. Begin with the functionalities that hold the highest significance for you!

πŸ†˜ 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 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.

⚑ Pro Tip: Prior to contacting support, we recommend checking out our help center here. Our articles encompass the key aspects of Demodesk, potentially saving you a significant amount of time & effort.

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