Scheduling meetings can be a productivity killer. The back and forth of emails determining availability usually delays meetings by days – using this integration with your email, you can let your client see when you are available and schedule calls quickly.
- Go to the Accounts page.
- Click a client’s email address and a Compose Email box will appear.
- In the bottom, left of the box, click Meeting Links to send a calendar invite.
- Click Add Scheduling Page.
- Fill out requested information and click Next.
- Choose when the event will take place and click Create.
- Click Copy Link in the bottom, left-hand corner of your event.
- Paste link into your email.
Note: This will only work if you have your calendar connected to your email.