Connecting Meeting Scheduler Calendar - Video Guide

00:00:00

VBOT has a scheduling utility that lets you share your availability with your customers, leads, and potential partners so they can book you directly from your own interface It's going to look something like this where they will choose

00:00:18

the date, the time, confirm, and then they will go on to continue the restoration process Very easy, very seamless This is similar to Calendly and other

00:00:28

things that lets you do online bookings Let me show you how you can do exactly

00:00:34

that on VBOT for your own business and how easy it is to set up your own calendar booking pages So let's get started The first thing you need to make sure of is

00:00:44

you have that installed on your account as an add-on or it's included within your plan If you'd like to install it, visit from the top right corner your add-ons

00:00:56

Scroll all the way until you find that component which I believe is installed for me already Let me just look for it real quick It's probably part of my plan

00:01:07

so I don't see it here but if I haven't installed it already, it's not part of my plan, it should show up on here Once I've done that, I'm going to access my

00:01:17

settings Scroll down to calendar settings right here Okay Now before I do that,

00:01:25

I want to do something on my general info tab I'm going to attach a logo to my

00:01:30

profile as my main logo So let me go ahead and choose something like this and

00:01:35

save This uploads my logo from the top right? But I'm doing it because we're

00:01:42

going to probably utilize that same logo in my calendar So instead of displaying

00:01:48

this natively, I'm going to display my own logo You have to click on create

00:01:54

booking page and again the way I got here is from the top right settings Scroll

00:01:59

down to calendar settings and choose create calendar booking Now notice I

00:02:05

don't have any calendars connected yet so I have to connect it to my account It's

00:02:12

going to prompt you to this connection center and I'm going to be coming back to this so I can authenticate all my different accounts here I'm going to click

00:02:23

connect calendar We are partnering up with Nylis to provide the calendar

00:02:31

connectivity as well as inbox reading emails directly from your inbox Nylis is

00:02:38

our partner but you don't have to worry about that because this is fully integrated within VBOT So all I have to do right now is log in to my Gmail because that's

00:02:49

what I'm using and it should work the same with your Outlook if you have Outlook 360 or Office 360 I'm going to use that account and it's going to just take me

00:03:04

through a process here I'm just going to allow, allow one more time And that's

00:03:18

it My calendar is now connected to my account and you can see I'm connected

00:03:23

twice One of them I connected my inbox using this option The other one I

00:03:28

connected my calendar so this way you can differentiate both Once I've done

00:03:34

that this will refresh I'm going to have to choose my calendar account which I'm

00:03:39

connecting I'm going to give it a name So let's say this is lead buffer

00:03:45

consultation calendar and submit Note you can submit multiple calendars and if you

00:03:55

do this allows you to do round-draubin which distributes your appointments equally between different team members So if you have five or six different team

00:04:05

members and they're rotating booking from that same calendar you can actually do that and I'll show you how that appears on my side So by clicking submit it

00:04:20

creates that calendar and view out and now I have some settings that I have to go over This is the details or the title You can put in your own zoom or

00:04:32

whatever you use go to meeting or others Put in the direct link This does not

00:04:37

get auto-generated for the time being although that's the request that might

00:04:41

be coming soon but it's the static URL I do have my own which I believe is go to

00:04:50

meet slash VBOUT so I can just put that in herecom slash VBOUT Exactly that

00:05:00

There are some additional options How long are the bookings for? What is the

00:05:05

minimum notice? That means if someone's tried to book you two hours before they probably won't be able to Cancellation time minimum What is the future limit to

00:05:16

display on the calendar? That means how long in the future can you go if I'm looking at this view? And what is the buffer time between meeting? So if somebody booked you at three the next available slot will probably be three thirty These

00:05:32

are your connected calendars and this is where you will choose that calendar that I've connected Now if I just swap my view real quick with another account and I

00:05:45

try to click on here This one has multiple calendars connected and because of

00:05:50

that I can literally do a round robin and that's the difference in view once you connect your different team member calendars on here Okay What are your

00:06:03

opening hours? You can add your own schedule How does the flow look like? What

00:06:10

happens after they sign up? Do you take them to a thank you page or just on the screen thank you message? You can create your own reminders by doing thirty minutes before the event I can even do I believe like the day before 24 hours So you'll be

00:06:29

able to create a different sort of messaging not only to your clients who registered but also to yourself Here you can customize your fields If you're

00:06:41

capturing let's say I don't know company name It's a text field but we have

00:06:49

additional options required and save and these are some of the styles that we will work with Now I can choose my own company logo to upload and here I have

00:07:05

the submit button Me No This is a page slug which shows up on top so let me

00:07:15

show you how that looks like but there's one more step that I need to complete at this moment Right now it's going to take me to how this integrates into VeeBot

00:07:24

For instance I can say the moment that someone books an appointment what I would like to do is just add a custom tag to the profile perhaps booked demo tag and comma This created a tag directly into my profile and then this is asking me when

00:07:43

someone signs up on that calendar what list on your system on VeeBot should we add them to Let's go ahead and just choose something real quick like the

00:07:53

Expo Now my Expo list has a couple of options here I'm going to map them over

00:07:59

to the calendar so the calendar has full name and company On my own list I do

00:08:04

have first name and I believe I don't have company but I probably should have done this prior to the mapping process but maybe I can choose a sample list and see Okay this might be a little bit better I'm missing company name but I can

00:08:27

skip it for the time being And that's it It's all done Now this is the page It

00:08:35

looks something like this It's available People can see my availability and they

00:08:40

can literally just book me directly from this view Very easy, very convenient

00:08:45

This is your URL You can edit this and you can also reconfigure it to add custom

00:08:53

labels Map them back to VeeBot Super simple And this is it If you'd like to

00:09:00

add your booking calendars to your email signatures to your landing pages you'll be able to do that from here And soon probably by the time you watch this we're

00:09:10

going to have some options to do embeds directly into your website as a button or an iframe

Transcription