Cirrus Insight Calendar Scheduling From Your Inbox

Calendar Scheduling with Cirrus Insight provides an easy way to personalize the scheduling process.

With Calendar Scheduling, you can create calendar views with specified meeting days, locations, and descriptions. Calendar Views can also have inherent meeting types. Meeting types allow you to replicate your most common customer meetings with personalized descriptions, conference information, and pre-meeting questions. Simply supply your personalized calendar scheduling URL via email, web, or any other digital channels.

Once the URL is supplied customers can easily pick available times, respond to pre-meeting questions, and with one click the meeting is added to the host's calendar, invitees calendar, and can be synced to Salesforce all at the same time. 

How to log into the Cirrus Insight Sidebar?

 

How to Log Into the Cirrus Insight Outlook Sidebar (1)

 

How to verify my inbox and Salesforce connections?

 

Verifiy my email and salesforce connections are active-1

 

How to personalize your profile?

 

Update my profile in the sidebar

 

How to create a new meeting view through the Cirrus Insight Sidebar?

 

How to create a new meeting view in the Cirrus Insight sidebar

 

How to create a single meeting type? 

 

How do I create multiple meeting types in the Cirrus Insight Sidebar

 

How to create multiple meeting types? 

 

How do I create multiple meeting types in the Cirrus Insight Sidebar

 

How to share your personal scheduling URL for customers to book with you?

 

How will the scheduling page look like to my clients and how will I get notified if someone books a meeting

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