Shared guide

How to customize your meetings page

Step-by-step guide covering: Click the Sales menu item; Click the Meetings Scheduler option; Click the Edit button; Click the Personalize link.

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·13 steps·10 views·Published
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Step-by-step Guide13 steps

  1. Click the Sales menu item

    Click the Sales menu item
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  2. Click the Meetings Scheduler option

    Click the Meetings Scheduler option
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  3. Click the Edit button

    Click the Edit button
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  4. Click the Personalize link

    Click the Personalize link
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  5. Click the Search field

    Click the Search field
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  6. Click the 'Contact: First name' field

    Click the 'Contact: First name' field
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  7. Click the Insert button

    Click the Insert button
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  8. Click the SaveLoading button

    Click the SaveLoading button
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  9. Click the ON/OFF toggle

    Click the ON/OFF toggle
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  10. Click the Scheduling tab

    Click the Scheduling tab
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  11. Click the Form button

    Click the Form button
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  12. Click here to configure settings

    Click here to configure settings
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  13. Click the SaveLoading button

    Click the SaveLoading button
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