Your Groove Scheduler is meant to help you set up meetings with your prospects and clients without the hassle of multiple emails and changing schedules. While you focus on building meaningful relationships, your Scheduler can help with the logistics of setting up meetings.

To get started, we'd recommend that you customize your Scheduler to your preferences.

Your Groove Scheduler link will display free time slots on your calendar to whoever you're sending the email to (based on the working hours you've set up), so that they can easily pick a time that works for them.

  1. Open a New Email, and Open Groove
  2. Click on the calendar icon
  3. Choose a 'Meeting Type'
  4. Add other attendees (if you'd like to include colleagues on your meeting)
  5. Insert Link

Note: Groove displays your free time slots to the customer in their own timezone.

You can insert your Scheduler link into an email draft, then copy and paste it wherever you’d like someone to be able to quickly book a meeting with you. For example, you may want your Scheduler link in your Gmail signature, or in certain Groove templates. Additionally, you can copy/paste your scheduler link into templates that you're using in your Groove Flows.

Schedule Meetings on Behalf of a Teammate

As each Groove user has their own specific scheduler, it is possible to insert send the scheduler link or insert free times for a teammate into an email.

This is useful for when you might want to connect your customer with a teammate and ask the customer to book a meeting with them.

When you insert a meeting link or add specific times using Groove's Scheduler, you can pick the name of one any teammate in the list to Schedule for.

This list contains the names of all Groove users in your company. After you selected a name, you are able to pick from any of the meeting types your teammate has set up.

See Related:

Read Previous: Logging Calendar Events from Outlook to Salesforce (Beta)

Read Next: Groove Flows - Personalized communication at scale

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