Planning meetings can sometimes take more time than the meeting itself. Use the Vectera Scheduler to have your customers easily plan meetings with you!
There are 2 ways to connect your Exchange calendar:
1. The onboarding flow
To set up your booking pages you will have to follow a few steps, which can easily be done in our scheduling flow.
Go to Scheduling to get started and click on Connect your calendar.
If it's the first time that you will connect your calendar you will get an onboarding flow to go through all the steps at once.
1.1 Connect your Exchange calendar
After clicking on connect the onboarding flow will open. In the first step select Exchange to log in with your Exchange calendar account.
Continue the steps until you're logged in.
1.2 Set up the calendar settings
- Select the 'Calendars to check for availability' to avoid double bookings. You can check multiple calendars if necessary.
- Select the 'Calendar to write events in' to show in which calendar new appointments should be booked in.
1.3 Add appointment types
To have an easy start with creating appointment types, you can select 1 to 3 appointment types in this step which will be created automatically for you. You can edit or delete these appointment types at any point or create new ones.
1.4 Check your booking page or finish the setup
Click on Check your booking page to see what the appointment type(s) look like or click on Finish to finish the setup and edit/add appointment types.
2. Scheduling settings
2.1 Get started by visiting scheduling settings. In Calendar settings, connect your calendar.
2.3 Click on Link Exchange account.
2.4 Your calendar in Exchange is now linked to Vectera. Congratulations!
2.5 All set! Next step is to create appointment types. Find out more here.
Vectera is looking forward to your feedback so we can offer you the best scheduling and customer meeting experience. Set up your next customer meeting right away by logging into your account or sign-up for a free, fully-featured trial of Vectera!