Reps can manually show a meeting booker any time during a conversation. They choose whose calendar to share: their own, a different rep’s, or even a group’s shared availability.
To show the meeting booker:
- Click the Calendar icon in the lower left-hand corner of the messenger.
- Select which meeting type fits your visitor’s needs.
- Select use meeting type routing rules or I know who I want to route to. Using meeting type routing rules will respect the current queue for that meeting type and display the rep who's next in line.
- (Optional) If you choose I know who I want to route to and Schedule with everyone to coordinate multiple people’s calendars, you’ll need to pick a Meeting Owner.
- (Optional) If you want to change the Meeting Title, enter a new one.
- Click Send.
When a meeting is booked, Qualified automatically adds an event to the reps’ calendar and sends the visitor a confirmation email that includes a calendar invite.