Click the Sales menu item
Selecting the Sales option will navigate you to the sales management section, where you can view and manage your sales operations and deals.
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Customize your Meetings Scheduler settings in Sales
Navigate to the Meetings Scheduler in Sales to customize your meeting settings, including notifications, attendee information forms, and personalization tokens for inviting…
viktoriaNavigate to the Meetings Scheduler in Sales to customize your meeting settings, including notifications, attendee information forms, and personalization tokens for inviting contacts.
Step-by-step Guide13 steps
Click the Meetings Scheduler option
This action will take you to the Meetings Scheduler section where you can manage your appointments and schedule meetings.
Loading screenshot…100%Click the Edit button
Clicking the 'Edit' button allows you to modify details of the selected meeting, including changing the meeting name, organizer, type, and duration.
Loading screenshot…100%Click the Personalize link
This will open a customization options menu for your meeting settings, allowing you to adjust details such as notification preferences and meeting appearance.
Loading screenshot…100%Click the Search field
After clicking, a dropdown will appear allowing you to select or insert a personalization token for the meeting details.
Loading screenshot…100%Click the 'Contact: First name' field
This allows you to personalize your meeting by inserting the first name of a contact. Once clicked, you can select or type the desired contact's first name for your meeting invitation.
Loading screenshot…100%Click the Insert button
Clicking the 'Insert' button allows you to add personalization tokens to your meeting details, enhancing customization by inserting information like the contact's first name.
Loading screenshot…100%Click the SaveLoading button
Clicking this button will save your changes to the event details you have modified in the onboarding section, ensuring that all updates are stored.
Loading screenshot…100%Click the ON/OFF toggle
This action switches the selected feature on or off, enabling or disabling specific functionalities related to the event settings.
Loading screenshot…100%Click the Scheduling tab
This will take you to the scheduling options for the selected meeting, allowing you to set specific dates and times.
Loading screenshot…100%Click the Form button
This will open the form settings for collecting attendee information when scheduling meetings.
Loading screenshot…100%Click here to configure settings
Clicking this link will allow you to adjust various settings related to your booking form, including blocking specific email domains and modifying CAPTCHA options.
Loading screenshot…100%Click the SaveLoading button
This action will save your changes to the meeting settings, including any modifications made to guest permissions and data privacy options.
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