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Scheduling can be handled manually or by the scheduling bot (which we recommend).
Bot:
Before using the bot we encourage you to synchronize your Google calendar, so our bot could schedule a meeting for you without double bookings for you. This meeting will be automatically added to your Closer calendar. You will be able to reschedule or cancel it at any time. We're working on making our Google Cal sync 2-way (currently it's 1-way).
Manually:
To schedule a meeting manually you can either drag and drop the “Schedule online meeting” button in your customer’s profile onto the calendar or by going to the “Online meetings” view, pressing the “+” button and choosing the right credentials and time.
You can schedule a meeting directly from the Customer’s profile or from the Calendar tab - rules are the same as on dashboard. You are going to get push notifications about upcoming meetings.
Scheduled meeting will appear in the Closer dashboard and the Closer mobile app. We're working on making our Google Cal sync 2-way (currently it's 1-way).
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