Skip to content
  • There are no suggestions because the search field is empty.

Book a Meeting Configuration

Learn how to integrate your Google Calendar or Outlook Calendar to ensure your agents can effectively book meetings with customers.

Scroll through the steps below to set up your Book a Meeting calendar/settings. 

 

Not a visual learner? No worries! Walk through the step-by-step instructions below. 

1. Enable Book a Meeting
  • In the Actions tab, locate Book a Meeting and click Set Up.
  • Enter a meeting title and description.
  • Optionally add a meeting location (Zoom link, office address, etc.).
2. Connect a Calendar

If a calendar has not already been connected, choose one of the following:

  • Google Calendar
  • Outlook Calendar

Note: Only one calendar integration can be connected at a time.

Google Calendar Setup
  • Click Connect Google Calendar.
  • Ensure pop-ups are allowed in your browser.
  • Select the Google account you wish to connect.
  • Review the permissions and click Continue.
  • Grant calendar access and click Allow.
  • Click Finish to complete the connection.
Outlook Calendar Setup
  • Click Connect Outlook Calendar.
  • Ensure pop-ups are allowed in your browser.
  • Enter your Outlook email address and complete the sign-in process.
3. Select Calendar & Booking Method
  • Choose the calendar(s) the agent should book meetings on.

Select a booking mode:

Round Robin

  • Meetings are distributed evenly among selected calendars.
  • Rotates bookings to ensure equal distribution.

First Available

  • Meetings are assigned to the first available calendar.
  • Does not rotate between team members.
4. Configure Scheduling Rules

Set the following scheduling preferences:

  • Time Zone
  • Meeting Duration
  • Buffer Time
  • Minimum Notice Required Before Booking

These settings control when and how meetings can be scheduled.

5. Configure Availability
  • Set available days and working hours for each calendar.
  • If multiple calendars are selected, configure availability for each one individually.
  • Click + Add Hours to create additional availability blocks.
  • Use the trash icon to remove availability blocks.
6. Save Your Booking Settings
  • Click Save to apply your scheduling and availability settings.
7. Enable the Action
  • Verify Book a Meeting is highlighted in neon green.
  • A green highlight indicates the action is enabled and available for the agent to use during conversations.
8. Finalize Your Agent
  • Click Save Changes in the upper-right corner.
  • Continue configuring any remaining agent settings as needed.
Quick Overview

Actions → Book a Meeting → Connect Calendar → Select Booking Mode → Configure Scheduling Rules → Set Availability → Save → Enable Action → Save Changes.