Scheduling automation

All information regarding scheduling automation and booking links

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22 articles in this collection
Written by Veronika Riederle, Marcel Seibold, Lisa Neu and 3 others

Meeting Types

How to create your first Meeting Type

Prepare everything you need before a meeting

Written by Carlos Gerber
Updated yesterday

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 Meeting Type?

Default Meeting 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 Meeting type

Written by Carlos Gerber
Updated this week

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 Meeting 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

Routing forms

Set up dynamic forms to route website visitors to the right team or rep

Written by Stefanie Christmann
Updated yesterday

Lead distribution setting

Decide per routing if you want to optimize for a fair or a fast lead distribution

Written by Stefanie Christmann
Updated this week

Route to Assigned Owner

Route website visitors to the assigned owner in CRM

Written by Stefanie Christmann
Updated this week