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Scheduler: Getting Started
Scheduler: Getting Started
V
Written by VipeCloud Developer
Updated over 4 months ago

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

0:00

hello vipers so we're gonna talk about

0:03

the scheduler here and how how you can

0:07

create a scheduler so that you can then

0:09

send a link out to people and have them

0:12

book by book meetings with you without

0:15

any input being needed from you and it

0:19

will all based on the settings that you

0:21

create here it will work with any of the

0:24

events that you already have scheduled

0:26

on your calendar so it'll be easy for

0:29

them to book a time that works for both

0:32

parties so first of all in order to have

0:36

this feature work you need to have your

0:38

inbox synced with lightcloud

0:41

so this does mean that if you are like a

0:44

regular gmail or yahoo user you won't be

0:49

able to use this feature unfortunately

0:51

so this is for people who have

0:53

professional emails that are synced with

0:56

by cloud such as G suite or office 365

0:59

things like that so you'll first need to

1:03

have your inbox synced then you can get

1:06

to this in boxing and scheduler page by

1:08

clicking on your name hit up hitting

1:10

setup like this right here and then this

1:13

will bring you right down here so

1:15

actually I want to refresh this page so

1:18

that you can see the first thing here

1:21

alright so you can hit create scheduler

1:24

and if you have a pro account with us

1:29

then you can create one scheduled

1:30

scheduler and if you have an enterprise

1:32

I believe it's 10 that is the maximum

1:35

number so you can create quite a few so

1:38

you'll need to name it so you call it

1:43

maybe like a 30-minute meeting how about

1:44

that then you will determine the slug

1:51

and slug is just a term for the tail end

1:54

of the of the URL that you will be

1:57

assigned so for instance right here I

1:59

say it the Dru 30 is the slug and so

2:05

yours will be invite site slash whatever

2:07

you determine here so Skol it

2:14

make this a little bit more legible

2:16

about doing that and then it'll check

2:19

the slug availability because no two

2:22

people can have the same URL all right

2:30

and then this is the the editor here so

2:32

this is what the meeting will be called

2:35

so people will see that on the and you

2:38

can actually test the like what this

2:41

role looks like if I click on view page

2:42

but this will be like at the top it'll

2:45

be that what the meeting is called you

2:51

can make it as descriptive or non

2:52

descriptive as you like then you can

2:55

save it where the like we read the

2:57

meeting will be taking place it'll be a

2:58

phone call or zoom meeting or in person

3:02

and then you can set a bunch of

3:05

parameters here and these are important

3:06

based on what your actual availability

3:09

is if your meetings tend to run over a

3:12

lot because yes you do want to bear in

3:15

mind that people are going to be able to

3:16

book these meetings on their own so for

3:18

instance you might want a buffer time

3:20

and that will mean that like maybe if if

3:23

you're not able to go from meeting the

3:25

meeting seamlessly where one meeting

3:27

ends at the half hour and then you're

3:30

ready to go a minute later you might

3:33

want to add a little buffer time there

3:34

you know 30 minutes is kind of good of

3:37

course is it the duration the minimum

3:39

notice too so you might so people don't

3:42

book a meeting that's 15 minutes before

3:44

you know 15 mins ahead of time give any

3:47

cancellation notice that that you need

3:49

this will be you don't like how many how

3:52

many hours of notice you need and also

3:55

future limit here this is based on how

3:58

far out in advance people can book you

4:01

know maybe two weeks it isn't so bad

4:04

then yeah you can even do months out

4:07

these can be scheduled you can use

4:10

multiple calendars as well so you might

4:12

have your if your regular calendar and

4:14

then you can also create different

4:16

calendars as well for when people can be

4:19

setting these opening hours are pretty

4:21

self-explanatory I also you want to have

4:23

your air time zone set up as well

4:26

and that's also another advantage with

4:28

these two is if you are working with

4:30

people who are lots of different time

4:32

zones the scheduler will do all the time

4:35

zone conversions for you so you don't

4:37

have to worry that maybe you're gonna be

4:40

an hour off or something like that

4:44

booking flow as well this is actually

4:47

nice advantage that we have over

4:48

calendly so with calendly they actually

4:52

even in their paid version they don't

4:55

allow for meetings to be manually

4:58

confirmed so then yeah that this will

5:01

notify you that somebody wants to book

5:03

at a time then you can actually confirm

5:05

it if you would like and then also this

5:07

is it this is actually a paid thing for

5:09

account as well we're having the custom

5:13

page of people will be sent to when they

5:14

confirm this is really good for for

5:17

maybe like you know doing the lead

5:21

generation or something along those

5:23

lines and you kind of want to keep the

5:25

the sales flow going after they've

5:27

booked an appointment you can do that as

5:29

well

5:30

reminders this won't automatically send

5:33

you a reminder so it's actually just

5:35

good to get these set up and and then

5:38

yeah you can send it to both or just

5:40

yourself and you can get people you do

5:42

make multiple warnings as well too which

5:45

is nice

5:45

I'm personally a big fan maybe reminding

5:48

people a day in advance which will you

5:51

know maybe if things change then they

5:53

can they can read book and then we got

5:57

custom fields as well and this is also

6:00

very important because as you'll see the

6:01

default fields here are name and email

6:03

address and often a phone number might

6:06

be a good thing to capture as well yeah

6:09

so you can just add this right here and

6:12

daily phone number type you're gonna get

6:17

required also a thing I'm a big fan of

6:20

as well is you know if you are you want

6:27

to get a little bit of information from

6:29

people ahead of time that's a good way

6:31

of doing it right here multi-line text

6:33

would give them a little more room to

6:34

work with and also you can make this

6:36

required as well and then under here

6:39

with page styles too

6:40

you can put a company name in here you

6:42

put your logo in as well there's very

6:44

little branding in this as well I say

6:46

you will you know so you won't have our

6:48

logo in there distracting people you can

6:51

put your own company logo in there you

6:52

can change the theme color as well to

6:54

put make sure that's on brand and also

6:57

here's a thank you message is also good

6:59

to get in there as well and yeah and

7:04

then once you've got that here's a I'm

7:07

gonna put this on the same page here

7:09

I'll show you what this looks like on

7:11

their side then this is what we've just

7:16

created and it's very nice and easy to

7:18

work with people can actually sign in

7:20

with our Google or Microsoft accounts so

7:23

that it will check their calendar and

7:24

we'll display time to work well for

7:26

everybody involved

7:28

it can change to a week view as well and

7:31

then yeah they can pick their time and

7:34

then here is what we're showing so

7:35

you'll see they like here's the theme

7:38

color so it was red so that's why you

7:40

got these red accents here and then this

7:43

is what we were putting in there before

7:44

30-minute meeting so you can make this

7:46

kind of descriptive here as well so they

7:47

know they're what they're booking and

7:49

yep so you think this is a great feature

7:52

for lots of different purposes and yeah

7:54

if you have any questions at all let us

7:56

know and happy selling

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