How do I set up Calendar Scheduling?

Overview

Calendar Scheduling allows you to create a personalized scheduling experience, so prospects can easily choose a time from your Scheduling page, reducing friction and booking more meetings.

Follow the steps below to customize Meeting Types and Calendar Views (permissions required) to get the most out of Calendar Scheduling.

Meeting Types

Meeting Types are like templates for setting up your most common types of meetings.

1A. Open this Cirrus Insight Dashboard page:

• Meeting Types - User Dashboard
  

  • Menu  > Calendar Scheduling > Meeting Types

     

2A. To create a new Meeting Type, click + New Meeting Type in the top right.

 

 

3A. From the Create New Meeting Type window:

Add a Meeting Name (this will be visible to recipients).

• Add a Description.
• Set the Location (of your physical or virtual meeting space).
  • If needed, include additional Conference Info.
  • Location Type will default to "Custom" unless your Admin has set up the Microsoft Teams integration.

• Change the Meeting Buffer Override time to choose a different buffer length from the one set in your Calendar View (see step 2B below).
• If you have multiple Meeting Types, enable Set as default meeting type to make this the default selection when recipients use your Scheduling page.
• Enable Sync Calendar meetings to Salesforce when scheduled, which will create a placeholder event in Salesforce that includes details from the booking but won’t relate to any Salesforce records.
  • This behavior can work in tandem with Calendar Sync, which— if enabled— will add any Salesforce record relations the next time it runs.
• Add Survey Questions (e.g. “How many licenses is your company considering?”) which can be Required or not.

4A. For existing Meeting Types, you can edit, duplicate, or delete (unless they're Admin-managed). 

You can also show or hide Meeting Types with the Default Visibility toggle. 

Calendar Views

Calendar Views are a way to create and manage multiple Scheduling pages, each customized for different situations and/or different availability.

1B. Open this Cirrus Insight Dashboard page:

• Calendar Views - User Dashboard.
  
  

  • Menu  > Calendar Scheduling > Calendar Views

     

2B. To create a new Calendar View, click New Calendar View in the top right.

• From the Create New Calendar window, enter parameters like calendar name and URL, tag line, and meeting link text.
  • Use the icon under Calendar Hours to add multiple time blocks (e.g. 9:00-12:00 and 1:00-5:00).
• Set your availability with days, hours, time zone, and meeting lengths.
• Optionally, add a profile picture.
• Once you've completed all the fields and functions you want to use, click the Create button.

3B. For existing Calendar Views, you can Edit, specify Meeting Types, or Delete.

You can also Enable/Disable a Calendar View or set one as the Primary.

The default view of <=30 days out is applied to all created Calendar views. An Admin has to update the “Default Calendar View” setting via Scheduling Settings > Calendar for users to share out availability >30 days on their created Calendar Views. 

Further Customization

Review How do I set a Custom View for my Scheduling link?.

Updated July 2022