Scheduling automation

All information regarding scheduling automation and booking links

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15 articles in this collection
Written by Marcel Seibold, Lisa Neu, Carlos Gerber and 1 other

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 this week

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

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

Everything you need to know about 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 this week

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

Team Booking

This feature allows you to consider the hosts and a team members availabilities

Written by Carlos Gerber
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