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Scheduling automation
Scheduling automation
All information regarding scheduling automation and booking links
Stefanie Christmann avatarMarcel Seibold avatarAlina Stoehr avatar
By Stefanie and 4 others5 authors22 articles

Lead / website routing


Routing forms
Route to assigned owner
Fair vs. fast lead distribution
Source & conversion tracking

Booking / scheduling of meetings


Demodesk Scheduler
Demodesk Chrome extension
How to handover a meeting
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
Duplicate meeting prevention
Automated emails in Demodesk

Meeting types


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

Round robin


Round robin assignment logic in Demodesk
How does the assignment matrix work?
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