- Click on the Events tab and the “New Event Type” button on the right-hand side.
- While you click on New Event Type, you will see the One-on-One meeting type on the canvas. Click on Create to schedule an event. A maximum of 4 events can be created at a time.
To create an event you have to provide the details on the following four points:
a. What Event is this?
b. When can people book this event?
c. Invitee questions and
d. Notification Policy
Fill in all the details related to the event mentioned on the page.
a. What Event is this?
- Name the event.
- Location ascertain where you want this event to happen. While selecting Location you may select Google Meet, One-on-One Phone, In-person Meeting, and Zoom.
- Event links will automatically be created. Each event gets a unique event link.
- Thank you page URL is automatically set in default mode. If you want to create your thank you landing page you must provide the URL by selecting a custom URL in the dropdown.
- Checkbox option for you to allow guests to cancel or reschedule meetings.
- Radio button options to show the particular event to all Web to Lead forms or to show the event only for selected Web to Lead forms.
- Finally, add some description about the event and click on Next.
Fields marked in asterisks are to be filled mandatorily.
The next page gives you (the host and the owner of the event) an option to add participants from your organization to the event.
- Enter the emails of other participants from your organization to add them to the event.
- You can add up to five participants only.
- Click on the Next button.
The next page asks you about the timelines for the event schedule.
b. When can People book this event?
- Date Range allows you to set a range of dates when you can accept meetings. You may mention some days or you can click on indefinitely into the future option. The date range can be set up to 99 days only.
- Then you need to mention the event duration. How long will the event be? You may schedule the event for 15, 30, or 45 minutes. Else, you can also customize the timelines by clicking on custom. The meeting duration can be set in minutes from 1 to 60 minutes and hours can be set from 1 to 12 hours only.
- The next two options are to set the buffer time before and after the event. The buffer time allows you to give yourself some buffer time to prepare for the event or to wrap up the previously booked event.
- Start time increments allow you to divide the available working hours of the day into the available slots based on the selected time for the invitees.
- Next, you can schedule the time within which the invitees cannot schedule the meeting before the event starts time.
- Finally, if you want to make it a secret event check the box which makes you hide the event to reflect from the list of events, or else click on save and close.
After you save and close two more options appear: Invitee questions and Notifications Policy.
c. Invitee questions
- All fields under this section are read-only. It can be viewed when the user schedules the event on the booking page.
- Fields marked in asterisk are mandatory and will appear on the booking page.
- On the booking page, you can add input and descriptions to invitee questions.
- If you select Accept only non-ISP email address option then you will receive emails only from non-ISP email addresses.
- The checkbox allows the users to customize the subject line on invitations and reminder emails.
*** If the Customize Subject Line field is left empty, the invitation email will use the default subject line.
- There is an option to Add New Questions under this section. As soon as you click on save a new field will be added. If you check the required box then the invitee has to mandatorily fill in the answers to the questions you have asked.
- Click on Save and Close.
d. Notification Policy
Under the notification policy, an invitee will receive a reminder email before a scheduled event at a specified time.
- Click on the Inactive button to activate this feature.
- As soon as you click on the inactive button a Personalize page link will be provided where you have to fill in all the details related to the event for example Subject/ Body of the email reminder that you want to send.
- A maximum of 3 reminder mail can only be sent. For the same, you can click on Timing and add the different time slots when you want to send reminder emails.
An event will be created in your calendar and your invitee will be added as an attendee. By default, the Invitee Name and Company Name have been set for the Subject line of the Invitation emails. You can customize the invitation subject in the Calendar Invitation by clicking on the Personalize link.
An event will be created in your CRM (in Salesforce) in the Open Activities column under the Lead Detail page. The invitee will be added as an attendee. For this functionality to work, you have to first enable the Create an Event in CRM option and check the checkbox Upload to CRM under Security Options in the Web to Lead form.
- Click on Save and Close.
- After all the fields have been updated you will see the Event list in the Canvas along with the Booking home page URL. You can directly click or copy-paste the URL to further add an event to your calendar.
- To edit, clone, or delete the event you may click on the dropdown on the event tile.