Community

Find answers, ask questions, and connect
with like-minded conquerers around the world.

Notifications
Clear all

CalendarHero Team Meetings: Instant Coworker Scheduling with Google Calendar


Kailah
130 Points
Posts: 11
Topic starter
Joined: 2 years ago

Discover how Google Calendar users can now schedule coworker meetings instantly with CalendarHero’s latest update. Plus, the team scheduling features that increase company booking rates. 

CalendarHero Blog (53)

CalendarHero is the ultimate meeting scheduler for teams. Let us count the ways:

  • Teams can also make the most of CalendarHero’s lead-routing functionality like Round Robin to distribute meetings or appointments to available team members automatically.

With CalendarHero, group meeting coordination is a breeze and time-consuming tasks like manually polling for mutual times become a thing of the past. 

When 78% of people say that they feel their scheduling is always or sometimes out of control (Clockwise, 2020) — powering teams with automated scheduling not only increases booking rates but promotes work-life balance and employee retention as well. 

We’ve recently added another product enhancement to simplify team scheduling. Today, CalendarHero Team Plan users who use Google Calendar can now schedule meetings with coworkers instantly, even with coworkers who don’t use CalendarHero. 

We want to make it as straightforward as possible for teams to meet, collaborate, and move business forward.

How to use Instant Co-worker Scheduling 

Team plan users who use Google Calendar can now use Instant Co-worker Scheduling to quickly see when co-workers in their business are available to meet. 

CalendarHero Blog (54)

 

Instead of waiting for co-workers to respond to a meeting request or having to manually compare calendars, this new setting syncs the real-time calendar availability of any applicable coworkers. By doing this, CalendarHero can automatically show the meeting organizer the best time to meet with their co-workers. As a result, meeting organizers can easily select a joint meeting time to book the meeting in everyone’s Google calendars instantly. 

Instant co-worker scheduling takes the hassle out of internal meeting coordination. 

The Best Team Scheduling Features 

In addition to instant coworker scheduling, CalendarHero has many valuable features that help businesses scale their scheduling workflows and drive revenue through increased booking success. 

1. Create and Share Meeting Types

Meeting types are templates for meetings you schedule frequently and often with the same criteria. CalendarHero users can customize their preferred settings like availability window, invitee instructions, location, and video conferencing for different meeting types like sales calls, discovery sessions, and training demos. To improve collaboration and create a standardized scheduling process, Team plan members and admins can share meeting types in bulk with other members of the same plan. 

Learn more about meeting types

2. Route Meetings and Share Availability 

Route prospects and customers to the right team members seamlessly Teams can collaborate more efficiently and provide customers with an excellent scheduling experience with CalendarHero’s Shared Availability settings. 

  • Round Robin — Distribute meetings between specific team members based on their real-time availability. Great for sales and customer success teams. 

  • On Behalf — Easily substitute another team member’s availability to book a meeting on their behalf. Great for client hand-off meetings and interviews.

  • Collective — Enable an invitee to meet with multiple members of your team at once. Great for group meetings such as discovery calls with new clients. 

See more shared availability options 

3. Automate Admin Work  

CalendarHero integrates with leading business tools to automate meeting-related tasks, optimize client communication, keep CRMs up to date, and reduce the time teams spend on administrative tasks. CalendarHero integrates with HubSpot, Slack, Zoom, ActiveCampaign, Microsoft, and more. 

See 60+ app integrations

4. Track Team Meeting Activity

Admins of a CalendarHero Team plan can view scheduling progress and metrics across your organization to gain a team-level understanding of what types of meetings are happening. Integrate Google Analytics to track meeting metrics related to sales campaigns and marketing activities. 

Learn more about team reporting

Team scheduling gets better with CalendarHero, giving businesses more control, flexibility, and clarity than ever before to manage team-wide scheduling and meeting tasks — all from a single dashboard.

Discover CalendarHero today in the Vendor Center. 

PS Have questions about CalendarHero or your specific client use cases? Book a meeting with me and the CalendarHero team.