The ClientPoint Schedule allows your recipients to easily schedule virtual meetings with you and your team within ClientPoint, based on your availability.
To activate the ClientPoint Schedule:
1. Go to Settings > Advanced Settings, and click on the Advanced Configuration tab.
Expand the Create ClientPoint Configuration area.
2. At the bottom of the configuration list, click on the button next to Enable Scheduler so that it turns green, then click Save.
To add ClientPoint Schedule to your ClientPoint:
For Admins:
As an Admin, please go through the following steps to ensure that your ClientPoint calendar is connected to your company's email domain.
1. Go to Settings > Integrations:
2. Scroll down to view Calendar Integrations and click on the 'Connect' button.
3. Make sure your email address is correct and click Authorize.
4. If you are a using Microsoft Outlook, please select Work or School account option.
5. Now you will be redirected to the Microsoft Login page. On the Permissions Requested screen, make sure you click on the 'Consent on behalf of your Organization' checkbox and click Accept.
6. Microsoft will redirect back to you ClientPoint.
Now the Meeting Scheduler has been activated, and you are ready to begin adding the Meeting Scheduler tool to your ClientPoints!
For Admins & Users - How to Add a ClientPoint Scheduler:
1. Click on the Home screen, and under Calendar Link, click on Edit:
2. In the Files Tab, click on the Add to ClientPoint button and select Add ClientPoint Scheduler.
3. Depending on your email account, you may see a page like the one below, asking for permission to integrate the ClientPoint Scheduler with your calendar. The following screenshot is for a Gmail account. You will want to grant these permissions if prompted.
4. Once Authorized, you will be redirected back into your ClientPoint, where you will see the option to select, edit, or add the event types you wish to offer to your recipient(s).
To Edit an Event:
1. Next to the Event you wish to Edit, click on the Edit button
2. From here, you may modify the Event Info, Availability, Custom Fields and Appearance
Event Info
- Meeting Title: The name of the Meeting, as it will appear on your's and your participants' calendars.
- Location: If This ClientPoint is selected, the client will be directed to the ClientPoint that contains your Scheduler, where you may Host a Virtual Meeting with your recipients. If you select Other, you can type in the URL or physical location of your meeting.
- Duration: the length of the meeting, as it will be scheduled on everyone's calendar.
- Min. Scheduling Notice: the minimum amount of time a recipient has to schedule the meeting before the meeting begins.
- Future Limit: the minimum amount of time a recipient has to schedule the meeting before the date of the meeting.
- Min. Cancelation Notice: the minimum amount of time a recipient has to be able to cancel the meeting before the meeting is scheduled to start.
- Cancellation Message: the notification your participant will see if they choose to cancel the meeting.
Availability
- Timezone - Be sure your timezone reflects your local time, to ensure the calendar notifications reflect the appropriate time on your end. If the current timezone selected doesn't match your current timezone, you may select your timezone here.
- You may select which day(s) and the timeframe(s) that you wish to make yourself available for the meeting. Do keep in mind that participants
- If you would like to configure different timeframes for different dates, you can click + Add New Field to add those additional dates and times.
Custom Fields
- You may click + Add New Field to request custom pieces of information from the recipient, in preparation for the meeting.
- Label: The question or title of the field you wish for the participant to complete
- Type: You may opt for the participant to complete the field as text, multi-line text (for longer typed responses), a Dropdown select menu, or Checkboxes.
Appearance
- Company Name: your business name
- Company Logo: your company's logo
- Submit Button Label: the verbiage on the button the recipient(s) will use to confirm the meeting
- Theme Color: the accent color in the scheduler menu. You can update the default color to match your company's branding.
To Add a New Event:
1. Click + Add to ClientPoint > Add Meeting Scheduler
That's it! The meeting is added automatically. You can click Edit to configure the meeting event(s) as needed.
Here's how the ClientPoint Scheduler looks to your Recipients:
With your calendar synced, your recipients will only be able to book meetings when you are available:
Once they select a time, they will be prompted to enter their name and email, along with any other fields you may have added when configuring the event. Your recipients may also add guests to the meeting.
Upon submitting, your recipient will see a confirmation page, which will also be sent automatically to their email.