Book Me: Sharing Calendar Availability via Meeting Scheduler¶
The Share Calendar Availability (Book me) feature allows parsing your and your colleagues’ availability periods based on MS Exchange/Office 365 calendar data to be sent to your business contacts, for example to negotiate a meeting time convenient for all participants involved or to schedule a series of meetings with different contacts. The unoccupied time slots from meeting organizer calendar(s) are parsed to be shared as a link to an interactive scheduling table webpage. When building availability tables to be shared, RI parses unoccupied time slots from calendar(s) over a 365 day span. This limit can be adjusted on request sent to our CSM team.
Please also consider that this parsing is not continuous, thus any changes in your calendar(s) made after the link was generated won’t be reflected in the table.
To share your availability periods with business contacts¶
1. Open the Sidebar for a relevant selected/opened or new created email message in MS Outlook Desktop by clicking the Open Revenue Inbox button in the ribbon. See this article to learn how to open the Sidebar in MS Outlook on the Web or Office 365.
>>> Click to see a screenshot <<<
2. In the Sidebar, click the Book me icon in Smart actions bottom toolbar.
3. Fill in the key meeting details – Meeting subject, Location and Duration, Body (Description), and the optional details:
- Save to Salesforce record
- Save to Lead or Contact
- Days of the week and from/until according to your weekly schedule
- Required internal attendees (the attendees from your Org whose presence at the meeting is required)
- From date and To date – the period over which the meeting is valid
- Note that the time zone of the generated selection page will be defined automatically for each recipient based on their email client settings
You can hide the advanced Book Me dialogs fields and controls which you do not use when creating meetings, just click the v (collapse) icon next to the Advanced options section title.
The Meeting subject field is prefilled with the subject of the related email (if any) and your can edit it according to your needs. In the Location picklist you can select a location from your MS Exchange rooms resources or manually enter a location. The minimum meeting Duration as well its increase step is 15 minutes.
Next, you can also select a Business record (e.g. Account or Opportunity) to link the created event to, using the Save to Salesforce record search box. Please note that if you leave this field blank, the event will not be auto-shared in Salesforce.
In addition, there is the Save to Lead or Contact field that allows you to link Salesforce events created this way to specified People records (e.g. Leads or Contacts), besides Business records.
The Body (Description) box is used for specifying additional event information for its participants, to be used as meeting description in the Exchange/Office 365 calendar and in Salesforce. Note that it will not be included into the text of the share calendar availability email generated by Meeting Scheduler.
Then fill in the optional meeting parameters hidden under the Advanced options tab:
Reminder: Here you can define if you want an MS Outlook reminder to be auto-set up in your Outlook calendar to notify you before the meeting starts so you can get prepared. It can trigger from several minutes to hours or days, up to two weeks prior to the meeting.
The Minimal span between booking & actual start field below (values range from 30 minutes to 2-48 hours) ensures that the meeting organizer will have enough time to react and get prepared for the meeting after a slot has been picked by Book Me link recipient.
Finally, the From date and To date controls were added. This meeting validity span is set if you (or other involved people from your Org) will only be available during a limited calendar span, e.g. a conference, a field visit, or an overseas trip.
Note that in the latest Revenue Inbox updates the dialog was enhanced with focused availability limits – the Available on (days of the week) selector and the From and Until picklists - their default values are retrieved from your MS Exchange/Office 365 working days/business hours account settings. Use these controls to set your availability spans specific to your regular work schedule, for example if you are available for meeting customers only on Mondays and Thursdays from 2pm until 5pm, or if you would like to arrange a business meeting out of your working hours or on a weekend.
Another “Book me” feature improvement introduced in the latest Revenue Inbox updates is the Internal attendees field. This field allows you to add the schedules of your colleagues (they must belong to your MS Exchange space) whose presence is required at the meeting to the resulting parsed availability table, this way ensuring that a slot convenient for all key in-org participants will be selected.
Note that only the meeting organizer’s working hours/time zone are considered when the booking table is generated, so in-org attendees located in other timezones might turn out to be unavailable at the time selected by the recipient.
4. Revenue Inbox will generate a short link leading to a Meeting Scheduler web page with a table showing your availability periods based on your calendar data.
5. Click Finish in the upper right corner of the dialog and the link will be automatically inserted into the new message.
If you want to set a custom share calendar availability message template, refer to this article.
In the latest Revenue Inbox updates, a standard reCAPTCHA v3 anti-bot check was introduced on accessing the Calendar availability slots reservation webpage to prevent calendar spamming activities.
The list of meeting Attendees is populated with recipients from the To and CC fields of the invitation message; the sender of the invitation is listed as the Organizer.
How to Book a Slot (Recipient Side)¶
When the recipients open the link, they can select their preferred time slot by dragging the Book a meeting control or clicking at their preferred slot. Once a time slot is selected and confirmed by the attendee (see below), it will be automatically reserved in your calendar and you will receive a corresponding notification.
After the invitee selects a slot on the Meeting Scheduler page, he/she also needs to fill in their full name and email address in the Booking confirmation dialog:
Please note that in the latest Revenue Inbox updates you can setup MS Outlook reminders to be created automatically for meetings initiated via Meeting Scheduler.
Quick Send Availability¶
Besides the Share My Availability feature you can use the Quick Send Availability shortcut located next to the Open Revenue Inbox button in MS Outlook ribbon to quickly send your availability slots omitting the second and the third steps.
After you click on this button, the availability selection page link will immediately be inserted into the email message.
In the latest Revenue Inbox updates it is possible to set the default (prefilled) Meeting Location and Duration, which will also be preset for links generated with Quick Send Availability. To set the default Meeting Location and Duration to be used, submit a corresponding request to our CSM team.
Please note that by default generated share availability links expire 365 days after their creation date. This period can be adjusted on request.
Please note that when you are using this feature from the Sidebar running in MS Outlook on a mobile device, you will not be able to edit the text of the resulting email – a pre-configured Salesforce message template will be used instead, and the email with the link you generated will be sent out by the Add-In automatically.