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Scheduling automation
Scheduling automation
All information regarding scheduling automation and booking links
+2
20 articles in this collection
Written by
Veronika Riederle,
Marcel Seibold,
Lisa Neu
and 2 others
Event Types
How to create your first Event Type
Prepare everything you need before a meeting
Written by
Carlos Gerber
Updated over a week ago
Meeting follow-up review & email
How to automate meeting follow-up tasks with Demodesk
Written by
Lisa Neu
Updated over a week ago
Best practices on sending out reminders via Demodesk
Demodesk offers email reminders to avoid no-shows in your demos. Here's a guide on how to use them wisely
Written by
Marcel Seibold
Updated over a week ago
CC and BCC Functionality
The CC and BCC fields are active for emails
Written by
Carlos Gerber
Updated over a week ago
How to create your own signature in Demodesk
Get to know how to customize your email signature
Written by
Demodesk Support
Updated over a week ago
How can I set a default Event Type?
Default Event Types are used for "Meet now" and meetings scheduled via the Hubspot and Calendly integration
Written by
Carlos Gerber
Updated over a week ago
Conferencing options
Find out more about the conferencing options in an Event type
Written by
Carlos Gerber
Updated over a week ago
Demodesk personal meeting link & waiting lobby
Every Demodesk user has his individual meeting link that directs the user to the waiting lobby.
Written by
Veronika Riederle
Updated over a week ago
Round Robin
How does the assignment Matrix work?
How Round Robin assigns meetings to your team members
Written by
Carlos Gerber
Updated over a week ago
Round-Robin Assignment Logic in Demodesk
Use round-robin events to increase your team's flexibility by allowing invitees to choose a time with any available team member
Written by
Carlos Gerber
Updated over a week ago
Booking/Scheduling of meetings
How to schedule a meeting in the Demodesk Dashboard
Demodesk offers a powerful scheduling page on which you can make full use of the templates in your Event types
Written by
Marcel Seibold
Updated over a week ago
Demodesk Chrome Extension
Schedule from anywhere with the Demodesk Chrome Extension
Written by
Marcel Seibold
Updated over a week ago
Double booking prevention
Demodesk syncs your calendar and the CRM to prevent double booking
Written by
Demodesk Support
Updated over a week ago
Everything you need to know about custom booking links
Booking links allow your customers to pick a date and time in your calendar to schedule a meeting with you or your team
Written by
Carlos Gerber
Updated over a week ago
Email Guideline
A brief overview of which email is sent when
Written by
Demodesk Support
Updated over a week ago
Hidden and default booking questions: How to use them
Use booking links to track your customer's journey
Written by
Carlos Gerber
Updated over a week ago
How to generate a custom booking link
Generate your custom booking link
Written by
Carlos Gerber
Updated over a week ago
How to handover a meeting
Want to assign the meeting to another host? Here is a guide on how to do it.
Written by
Carlos Gerber
Updated over a week ago
The new Demodesk scheduling dashboard and navigation
Check out our new powerful scheduling page and explore the new way of navigating through Demodesk
Written by
Demodesk Support
Updated over a week ago
Routing
Dynamic routing to booking pages and URLs
Dynamically let your prospects schedule a meeting with the right team
Written by
Lisa Neu
Updated over a week ago