Calendar Scheduling Overview
The "Calendar" feature allows you to connect Google Calendar with Gmail to offer your leads and customers the possibility to schedule a meeting when you send an e-mail.
This saves you time because you don't have to ask about the other person's availability and the cross-checking of e-mails that goes with it. In addition, you guarantee that your availability is real and that there is no overlapping between appointments you have and new ones.
How to set up "Calendar
Go to your InboxPro dashboard, select the "Calendar" option and follow these steps:
1.- Click on "Event Types" and then "New Event type":
2.- Fill in the fields that appear: name, duration, location…
3.- Use the advanced options to limit the availability of this type of event: which days and times and until when they will be able to meet with you. (*) If you don’t fill in these options, the ones you have configured in "Availability" will be taken by default.
4.- Configure your availability by clicking on "Availability": time zone, days and hours you are operational, including also your breaks using the (+) sign.
5.- Go back to Gmail and, in the text editor, click on the "Calendar" icon:
6. Select the event you want to include in the e-mail:
Remember that you can also use this link in your e-mail signature!
7.- When the recipient of the message clicks on the link, they will be able to choose when to have the meeting with you:
8. Once accepted, you will receive a notification e-mail and you will see your upcoming meetings in the "Bookings" section of the dashboard:
