Leads, meetings and events
Set up your time zone and call hours.
- Who can do this
- Owners, admins and members. Viewers have no booking settings.
- Where in the app
- Account
In short
Visitors will be able to book a call with you inside your weekly hours, in their own time zone, and nobody can book you when you are away.
Steps checked
Set your hours.
- Step 1.
Open Account.
- Step 2.
In My time zone, choose your zone in Your time zone, or keep the Organisation default. Press Save time zone. Every time in the admin and your weekly hours use this clock.
- Step 3.
In Book a call, switch on Offer calls on my card. Visitors then see a Book a call button and can pick a time inside your weekly hours.
- Step 4.
Under Weekly hours, press Add hours on each day you take calls and set when you start and stop. A day can have up to four ranges. Copy Monday to all weekdays fills Tuesday to Friday. A day with nothing reads "Not available".
- Step 5.
Set Call length (minutes), 10 to 240, Gap after a call (minutes), 0 to 120, Minimum notice (hours), 0 to 168, and How far ahead (days), 1 to 120.
- Step 6.
Choose How the call happens: Video call (I share a link), Phone call (I ring the visitor) or I will send an invite. For video, type your Video link. It must start with
https://. - Step 7.
Press Save call settings. The message reads "Saved. Visitors can book a call with you at these hours."
Block time away.
- Step 1.
In Blocked times, under Block a time, fill in From and Until.
- Step 2.
Add a Note if you like. Only you see it.
- Step 3.
Press Block this time. Nobody can book you then, for a call or at a stand. Remove a block with the cross beside it.
What a visitor sees.
The visitor picks a day and a time. Times show in one zone, with the other zone in small print when the two differ. A button beside them switches between Show in my time and the other zone's time. A time that is booked stops being offered, so two visitors cannot take the same slot. After sending, the visitor sees "Request sent." and an Add to calendar button that downloads a calendar file. Your card offers the stand while you are at a show, and a call the rest of the time.
Manage the requests.
- Open Meetings, then a meeting. Set Status to Requested, Confirmed, Declined or Done and press Save. Declined and done meetings free the time.
- Cancel this meeting declines the request in one press. The message reads "Declined. The time is free again."
- Give meeting hands it to another rep. New rep lists only people who are free then and at the stand that day. The others are listed with the reason.
Common questions.
Why does my card not offer Book a call?
Check that Offer calls on my card is on, that you saved at least one weekly time range, and that Show booking is on under Settings, then Branding.
Can a visitor book me while I am at an event?
They can book a stand slot on the days you are on the event's team, and a call inside your weekly hours. Blocked times apply to both.
What happens to a meeting if I decline it?
The time becomes free for other visitors at once. The visitor is not told by the app, so write to them yourself.