The Team Calendar settings allow Qualified admins to manage various meeting type options and view the Calendar Connection status of teammates. Meeting types are used whenever a meeting booker is shown within an Experience and can be selected by reps when offering a meeting to their visitors.
Within your Team Calendar settings the first option you’ll see is your Calendar meeting Types. Calendar Meeting Types allow for you to create custom meeting types for your sales reps to use throughout Qualified. To create a new Meeting Type login as an Administrator and follow the steps below:
Navigate to the Team Calendar settings
Select the + symbols under Meeting Types
Name your meeting type
Select the length of time for that meeting
Set your meeting title (this will appear in the invite for both the visitor and the sales rep)
Select or deselect the “Send reminder email checkbox”
Using Meeting Types
Meeting types can be used both when building experiences and when a rep offers a meeting to a visitor. To specify which meeting type you would like to offer within an experience:
Navigate to Settings > Experiences
Place a meeting booker step in your Experience. This can be done manually using the “Offer a meeting” step or is placed automatically when using the “Qualify and Route” step.
Select the Meeting Booker step
Select your Meeting Type from the drop down on the left
In some scenarios, you may want to use a custom question to ask the visitor what they would like to meet about. Depending on their answer, you can route them to a different "Offer a Meeting" step with a different meeting type.
For sales reps, they can select a specific meeting type when offering meetings to the visitors they are engaged with in chat. To select a meeting type:
Select the Calendar icon within the chat window to offer a meeting
In the pop up select who you want to schedule the meeting with and the Meeting Type
Click Send to send the meeting booker to the visitor
Sales reps will also be given the chance to modify the meeting title. This will show up on the visitor's calendar and should be clear what the meeting is about as well as who they are meeting with. Your sales reps can use the variable builder to bring in dynamic information as well such as the meeting duration as shown below.
Understanding Your Team’s Connected Calendars
The last section within the Team Calendar page displays a list of your team members and information about their connected calendars. Here you can view:
The email the team member has connected their calendar to
The calendar type, Google or Microsoft, they are connected to
A preview of the meeting confirmation message they are using when booking meetings through Qualified. Hover over the word “Preview” to view this for each team member.
Building meeting types in the Team Calendar settings can help ensure you’re offering the right meetings to the right people and making the best use of your team’s time. View your team’s connected calendars to see who is available to schedule meetings through Qualified and to preview team member’s custom confirmation messages.