If you have a professional, custom email (ie yourname@yourdomain.com) powered by Google Workspace or Office 365, you can use VipeCloud's scheduler to have your meetings book themselves! Recipients will be able to book a meeting with you that won't conflict with your existing appointments.
Transcript
Transcript
0:00
hello vipers so we're gonna talk about
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the scheduler here and how how you can
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create a scheduler so that you can then
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send a link out to people and have them
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book by book meetings with you without
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any input being needed from you and it
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will all based on the settings that you
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create here it will work with any of the
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events that you already have scheduled
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on your calendar so it'll be easy for
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them to book a time that works for both
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parties so first of all in order to have
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this feature work you need to have your
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inbox synced with lightcloud
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so this does mean that if you are like a
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regular gmail or yahoo user you won't be
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able to use this feature unfortunately
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so this is for people who have
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professional emails that are synced with
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by cloud such as G suite or office 365
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things like that so you'll first need to
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have your inbox synced then you can get
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to this in boxing and scheduler page by
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clicking on your name hit up hitting
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setup like this right here and then this
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will bring you right down here so
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actually I want to refresh this page so
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that you can see the first thing here
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alright so you can hit create scheduler
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and if you have a pro account with us
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then you can create one scheduled
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scheduler and if you have an enterprise
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I believe it's 10 that is the maximum
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number so you can create quite a few so
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you'll need to name it so you call it
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maybe like a 30-minute meeting how about
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that then you will determine the slug
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and slug is just a term for the tail end
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of the of the URL that you will be
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assigned so for instance right here I
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say it the Dru 30 is the slug and so
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yours will be invite site slash whatever
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you determine here so Skol it
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make this a little bit more legible
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about doing that and then it'll check
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the slug availability because no two
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people can have the same URL all right
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and then this is the the editor here so
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this is what the meeting will be called
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so people will see that on the and you
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can actually test the like what this
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role looks like if I click on view page
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but this will be like at the top it'll
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be that what the meeting is called you
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can make it as descriptive or non
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descriptive as you like then you can
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save it where the like we read the
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meeting will be taking place it'll be a
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phone call or zoom meeting or in person
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and then you can set a bunch of
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parameters here and these are important
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based on what your actual availability
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is if your meetings tend to run over a
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lot because yes you do want to bear in
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mind that people are going to be able to
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book these meetings on their own so for
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instance you might want a buffer time
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and that will mean that like maybe if if
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you're not able to go from meeting the
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meeting seamlessly where one meeting
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ends at the half hour and then you're
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ready to go a minute later you might
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want to add a little buffer time there
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you know 30 minutes is kind of good of
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course is it the duration the minimum
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notice too so you might so people don't
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book a meeting that's 15 minutes before
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you know 15 mins ahead of time give any
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cancellation notice that that you need
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this will be you don't like how many how
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many hours of notice you need and also
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future limit here this is based on how
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far out in advance people can book you
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know maybe two weeks it isn't so bad
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then yeah you can even do months out
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these can be scheduled you can use
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multiple calendars as well so you might
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have your if your regular calendar and
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then you can also create different
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calendars as well for when people can be
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setting these opening hours are pretty
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self-explanatory I also you want to have
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your air time zone set up as well
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and that's also another advantage with
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these two is if you are working with
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people who are lots of different time
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zones the scheduler will do all the time
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zone conversions for you so you don't
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have to worry that maybe you're gonna be
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an hour off or something like that
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booking flow as well this is actually
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nice advantage that we have over
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calendly so with calendly they actually
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even in their paid version they don't
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allow for meetings to be manually
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confirmed so then yeah that this will
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notify you that somebody wants to book
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at a time then you can actually confirm
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it if you would like and then also this
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is it this is actually a paid thing for
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account as well we're having the custom
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page of people will be sent to when they
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confirm this is really good for for
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maybe like you know doing the lead
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generation or something along those
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lines and you kind of want to keep the
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the sales flow going after they've
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booked an appointment you can do that as
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well
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reminders this won't automatically send
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you a reminder so it's actually just
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good to get these set up and and then
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yeah you can send it to both or just
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yourself and you can get people you do
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make multiple warnings as well too which
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is nice
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I'm personally a big fan maybe reminding
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people a day in advance which will you
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know maybe if things change then they
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can they can read book and then we got
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custom fields as well and this is also
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very important because as you'll see the
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default fields here are name and email
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address and often a phone number might
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be a good thing to capture as well yeah
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so you can just add this right here and
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daily phone number type you're gonna get
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required also a thing I'm a big fan of
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as well is you know if you are you want
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to get a little bit of information from
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people ahead of time that's a good way
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of doing it right here multi-line text
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would give them a little more room to
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work with and also you can make this
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required as well and then under here
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with page styles too
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you can put a company name in here you
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put your logo in as well there's very
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little branding in this as well I say
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you will you know so you won't have our
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logo in there distracting people you can
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put your own company logo in there you
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can change the theme color as well to
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put make sure that's on brand and also
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here's a thank you message is also good
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to get in there as well and yeah and
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then once you've got that here's a I'm
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gonna put this on the same page here
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I'll show you what this looks like on
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their side then this is what we've just
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created and it's very nice and easy to
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work with people can actually sign in
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with our Google or Microsoft accounts so
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that it will check their calendar and
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we'll display time to work well for
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everybody involved
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it can change to a week view as well and
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then yeah they can pick their time and
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then here is what we're showing so
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you'll see they like here's the theme
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color so it was red so that's why you
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got these red accents here and then this
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is what we were putting in there before
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30-minute meeting so you can make this
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kind of descriptive here as well so they
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know they're what they're booking and
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yep so you think this is a great feature
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for lots of different purposes and yeah
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if you have any questions at all let us
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know and happy selling