Scheduler: Getting Started

hello vipers so we're gonna talk about

the scheduler here and how how you can

create a scheduler so that you can then

send a link out to people and have them

book by book meetings with you without

any input being needed from you and it

will all based on the settings that you

create here it will work with any of the

events that you already have scheduled

on your calendar so it'll be easy for

them to book a time that works for both

parties so first of all in order to have

this feature work you need to have your

inbox synced with lightcloud

so this does mean that if you are like a

regular gmail or yahoo user you won't be

able to use this feature unfortunately

so this is for people who have

professional emails that are synced with

by cloud such as G suite or office 365

things like that so you'll first need to

have your inbox synced then you can get

to this in boxing and scheduler page by

clicking on your name hit up hitting

setup like this right here and then this

will bring you right down here so

actually I want to refresh this page so

that you can see the first thing here

alright so you can hit create scheduler

and if you have a pro account with us

then you can create one scheduled

scheduler and if you have an enterprise

I believe it's 10 that is the maximum

number so you can create quite a few so

you'll need to name it so you call it

maybe like a 30-minute meeting how about

that then you will determine the slug

and slug is just a term for the tail end

of the of the URL that you will be

assigned so for instance right here I

say it the Dru 30 is the slug and so

yours will be invite site slash whatever

you determine here so Skol it

make this a little bit more legible

about doing that and then it'll check

the slug availability because no two

people can have the same URL all right

and then this is the the editor here so

this is what the meeting will be called

so people will see that on the and you

can actually test the like what this

role looks like if I click on view page

but this will be like at the top it'll

be that what the meeting is called you

can make it as descriptive or non

descriptive as you like then you can

save it where the like we read the

meeting will be taking place it'll be a

phone call or zoom meeting or in person

and then you can set a bunch of

parameters here and these are important

based on what your actual availability

is if your meetings tend to run over a

lot because yes you do want to bear in

mind that people are going to be able to

book these meetings on their own so for

instance you might want a buffer time

and that will mean that like maybe if if

you're not able to go from meeting the

meeting seamlessly where one meeting

ends at the half hour and then you're

ready to go a minute later you might

want to add a little buffer time there

you know 30 minutes is kind of good of

course is it the duration the minimum

notice too so you might so people don't

book a meeting that's 15 minutes before

you know 15 mins ahead of time give any

cancellation notice that that you need

this will be you don't like how many how

many hours of notice you need and also

future limit here this is based on how

far out in advance people can book you

know maybe two weeks it isn't so bad

then yeah you can even do months out

these can be scheduled you can use

multiple calendars as well so you might

have your if your regular calendar and

then you can also create different

calendars as well for when people can be

setting these opening hours are pretty

self-explanatory I also you want to have

your air time zone set up as well

and that's also another advantage with

these two is if you are working with

people who are lots of different time

zones the scheduler will do all the time

zone conversions for you so you don't

have to worry that maybe you're gonna be

an hour off or something like that

booking flow as well this is actually

nice advantage that we have over

calendly so with calendly they actually

even in their paid version they don't

allow for meetings to be manually

confirmed so then yeah that this will

notify you that somebody wants to book

at a time then you can actually confirm

it if you would like and then also this

is it this is actually a paid thing for

account as well we're having the custom

page of people will be sent to when they

confirm this is really good for for

maybe like you know doing the lead

generation or something along those

lines and you kind of want to keep the

the sales flow going after they've

booked an appointment you can do that as

well

reminders this won't automatically send

you a reminder so it's actually just

good to get these set up and and then

yeah you can send it to both or just

yourself and you can get people you do

make multiple warnings as well too which

is nice

I'm personally a big fan maybe reminding

people a day in advance which will you

know maybe if things change then they

can they can read book and then we got

custom fields as well and this is also

very important because as you'll see the

default fields here are name and email

address and often a phone number might

be a good thing to capture as well yeah

so you can just add this right here and

daily phone number type you're gonna get

required also a thing I'm a big fan of

as well is you know if you are you want

to get a little bit of information from

people ahead of time that's a good way

of doing it right here multi-line text

would give them a little more room to

work with and also you can make this

required as well and then under here

with page styles too

you can put a company name in here you

put your logo in as well there's very

little branding in this as well I say

you will you know so you won't have our

logo in there distracting people you can

put your own company logo in there you

can change the theme color as well to

put make sure that's on brand and also

here's a thank you message is also good

to get in there as well and yeah and

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

gonna put this on the same page here

I'll show you what this looks like on

their side then this is what we've just

created and it's very nice and easy to

work with people can actually sign in

with our Google or Microsoft accounts so

that it will check their calendar and

we'll display time to work well for

everybody involved

it can change to a week view as well and

then yeah they can pick their time and

then here is what we're showing so

you'll see they like here's the theme

color so it was red so that's why you

got these red accents here and then this

is what we were putting in there before

30-minute meeting so you can make this

kind of descriptive here as well so they

know they're what they're booking and

yep so you think this is a great feature

for lots of different purposes and yeah

if you have any questions at all let us

know and happy selling