Demodesk Help Center

Scheduling

All information regarding scheduling automation and booking links

Outlook Integration: Technical Details and Data Security

How to set up Meeting Types

How can I set a default Meeting Type?

Demodesk personal meeting link & waiting lobby

Meeting follow-up review & email

Best practices on sending out reminders via Demodesk

CC and BCC Functionality

How to create your own signature in Demodesk

Conferencing options within Demodesk

Booking / Scheduling of Meetings

Demodesk scheduler

Demodesk Chrome extension

How to hand over a meeting to a coworker

How to generate a custom booking link

Everything you need to know about custom booking links

Hidden and default booking questions: How to use them

Automated emails in Demodesk

How Demodesk manages time zones

Round robin assignment logic in Demodesk

How does the assignment matrix work?

Lead / Website Routing

Route to assigned owner

Fair vs. fast lead distribution

Source and Conversion

Add a booking page or routing form on my website

Source and conversion tracking

Notifying the parent window of interactions on the booking page

Hidden booking questions: source and conversion tracking

How to set up conversion tracking with Google Tag Manager

How do I reschedule or edit a meeting?