How do you access Meeting Scheduler?

Log in to the Sales & Success Center

  • Go to My Meetings > Click the Settings icon on the left-hand nav bar.
  • If this is your first time accessing this tab, then you need to complete the Meeting Scheduler setup:
    • Connect calendar - This is where you can connect their calendar (only available with Google Calendar) to check for conflicts and create events. 
    • Choose meeting app- Here, you can connect a meeting app to automatically populate a meeting link in the meeting invite. They can choose the invite to default to either Google Meet or Zoom.
      • If Zoom is selected as the default, the account will need to be connected which can be done by clicking open integration settings.
    • Set availability - Here, you can set the hours in which you are available. We base this on the individual time zone of the account.

    Note: You can change these options at any time by using the  Meeting settings option.