Multiple Meeting Locations In Calendar

Multiple Meeting Locations In Calendar

July 26, 20241 min read

When scheduling consultations, your clients can select their preferred meeting format, such as a virtual Zoom meeting or an in-person appointment, directly through the booking widget, ensuring a seamless scheduling experience.

Multiple Meeting Locations In Calendar: This feature allows users to offer and manage various meeting location options within the CRM’s calendar settings, enhancing scheduling flexibility and convenience.

⭐️ Why Does It Matter To Your Business?

  • Increased Flexibility: Your clients can choose their preferred meeting location, whether it's in-person, via Zoom, Google Meet, or a phone call.

  • Enhanced User Experience: Providing multiple options ensures a more personalized and convenient booking process for your clients.

  • Improved Efficiency: Simplify the scheduling process by managing all meeting location preferences within a single system.

⭐️ How To Use Multiple Meeting Locations In Calendar:

  1. Access the Settings in your account.

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  1. Access the “Calendars” tab from the left navigation menu. Click on calendars from the upper navigation menu and then create a new or edit existing one by clicking on three dots > Edit.

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  1. Click on meetings Details and For Round Robin Calendar: Scroll down to the team members section.

Click on the “+ Add Location” button.

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  1. Choose and configure your desired locations. Once you have added your meeting locations, click on “Save.”

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  1. In the preview you can see the added meeting locations on your calendar.

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This feature within the CRM offers enhanced flexibility and convenience, making it easier for clients to choose their preferred meeting format.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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