Scheduling: an overview to get started

Automate your workflow and let customers schedule meetings directly into your calendar. No more back-and-forth emailing to set meetings.

 

1. Connect your calendar

1.1 Start with connecting your calendar in Vectera

1.2 Set up the calendar settings

1.3 Add meeting types

1.4 Check your booking page or finish the setup

2. Create/edit meeting types

2.1 Only 1 team member

2.2 Team with multiple team members

3. Customize your booking pages

4. Integrate with other platforms

5. Visit the FAQ for more tips and tricks


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.

 


1. Connect your calendar

 

1.1 Start with connecting your calendar in Vectera

 

 

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.
  • Choose a calendar in which events will be created 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. Create/edit meeting types

 

After finishing the onboarding steps, you can edit/create one or multiple meeting types for your personal and/or team booking page. This is different depending on your team role:

 

 

2.1 Only 1 team member

 

2.2 Team with multiple team members

 

Team admin: 

 

Non-admin: 


3. Customize your booking pages

 

Now that you've connected your calendar and created meeting types, it's time to brand your booking pages:

 

For more information about customization, visit the branding section of the Help Center.

 


4. Integrate with other platforms

 

Integrate with Stripe to require payments when customers book a meeting with you and send that information automatically to your CRM by integrating with one of the CRM platforms.


5. Visit the FAQ for more tips and tricks

 

Visit the FAQ section of scheduling at this page.

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