‘Schedule new’ allows you to schedule a meeting not only for yourself but also for another member of your team by booking it in their own agenda.
Your customer will receive the standard invitation as if your colleague had scheduled the meeting.
On ‘Schedule new’ click on ‘Someone else’
Choose the person or group you want to schedule the meeting for
Pick a date and time
Make sure you pick the time and date according to YOUR timezone. You will get to pick your customer’s timezone later and the invitation will be automatically sent in accordance with that.
Example: you’re in Amsterdam time (CEST) and your customer in New York time (EDT). You have agreed to schedule a meeting at 10 am EDT time which makes it 4 pm your time. Now, you will choose 4pm time in ‘Schedule New’ and then pick ‘EDT’ from ‘timezone’ below. That way both parties will receive invitations in their own timezone.
Note: if you pick a time and date and you get a notification that ‘time and date are not available’ that means that you have already scheduled another meeting via ‘Schedule New’ on that same time/date. What you can do in that case is either pick a random time and date, schedule the meeting and hop on it asap (in case you want to have the meeting at the same moment) OR arrange another time/date with your customer and schedule accordingly.
Fill in your guest’s email address, name phone number
(Available only if the SMS reminders add-on is enabled)
Pick the timezone of your guest
Choose a meeting type
Write a message for your guest
This part is not obligatory but you can write a message which will appear in your guest’s invitation email. It can be something like
‘Hi Jess, hereby the invitation for our meeting. Looking forward to chatting with you!’ for example.