How do I use Book Meeting?


Use Book Meeting to hand-pick meeting times, insert them into an email, and then let the recipient choose their preferred time out of the selection.

  • Recipients will appreciate your accessibility and efficiency, while you stay in control of your calendar.
  • If you’re already familiar with Scheduling, think of Book Meeting as a more personalized and email-focused companion feature.


User Org

Calendar/email account is authorized via Manage Connections (Salesforce connection not required)

How do I use Manage Connections (for Syncs)?


Scheduling is set up

How do I set up Calendar Scheduling?

Feature is enabled by Admin

Admin Dashboard > Scheduling Settings > Book Meeting



1. Compose an email and add a recipient.

2. From the Sidebar, open the Scheduling tab and choose a Calendar.

3. Select the Book Meeting icon under the Calendar you want to to use.

4. Confirm or change the Meeting Type and Time Zone.

5. Click the meeting times you want to offer (from up to 3 different days).

6. Select Insert Times in the bottom right to add the selected times to your email.

7. Finish sending the email.

Recipient Experience

  • Once recipients receive your email, they’ll simply click a suggested time from the email to be taken to a confirmation web page (this confirms you still have that time available).
  • They’ll be prompted to enter a name, email, and additional invitees (optional).
  • Then they’ll select the Schedule Meeting button and Cirrus Insight will automatically create the event and send confirmation to both you and the recipient.



Note: some UI components may have been updated since this video was recorded.

Article updated Feb. 2023
Conversion Pixel Image