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 online or Exchange on site to log in with your Exchange calendar account.
If your company uses Microsoft 365 or Office 365, choose Exchange Online. If your email is hosted on your company's own server (managed by your IT department), choose Exchange on site.
If you would have issues connecting your calendar, you can click on Skip for now to already start creating meeting types. Your booking page won't work until you've connected your calendar though.
Exchange online: When you click on Exchange online the Microsoft login options will show. Just login to your account and allow Teamleader/Vectera to edit and write in your calendar.
Exchange on site: If you've selected Exchange on site as the provider of your calendar, you will see a different login mode, as we use a third party provider for this. Fill in the login and server details of the account to which your calendar is linked. Then, agree to the Terms of Use and Privacy Policy.
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 meetings should be booked in.
1.3 Add Meeting types
To have an easy start with creating meeting types, you can select 1 to 3 meeting types in this step which will be created automatically for you. You can edit or delete these meeting 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 meeting type(s) look like or click on Finish to finish the setup and edit/add meeting types.
2. Scheduling settings
2.1 Get started by visiting scheduling settings. In the first step select Exchange online or Exchange on site to log in with your Exchange calendar account.
If your company uses Microsoft 365 or Office 365, choose Exchange Online. If your email is hosted on your company's own server (managed by your IT department), choose Exchange on site.
Exchange online: When you click on Exchange online the Microsoft login options will show. Just login to your account and allow Teamleader/Vectera to edit and write in your calendar.
Exchange on site: If you've selected Exchange on site as the provider of your calendar, you will see a different login mode, as we use a third party provider for this. Fill in the login and server details of the account to which your calendar is linked. Then, agree to the Terms of Use and Privacy Policy.
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 meeting 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!