Scheduling
All information regarding scheduling automation and booking links
Meeting Types
- How to set up Meeting TypesPrepare everything you need before a meeting
- How can I set a default Meeting Type?Default Meeting Types are used for "Meet now" and meetings scheduled via the HubSpot and Calendly integration
- Demodesk personal meeting link & waiting lobbyEvery Demodesk user has his individual meeting link that directs the user to the waiting lobby.
- Meeting follow-up review & emailHow to automate meeting follow-up tasks with Demodesk
- Best practices on sending out reminders via DemodeskDemodesk offers email reminders to avoid no-shows in your demos. Here's a guide on how to use them wisely
- CC and BCC FunctionalityThe CC and BCC fields are active for emails
- How to create your own signature in DemodeskGet to know how to customize your email signature
- Conferencing options within DemodeskFind out more about the conferencing options in an Meeting type
Booking / Scheduling of Meetings
- Demodesk schedulerReduce manual effort and making mistakes by scheduling meetings for you and your colleagues via the Demodesk Scheduler
- Demodesk Chrome extensionSchedule from anywhere with the Demodesk Chrome extension
- How to hand over a meeting to a coworkerDiscover Demodesk's automatic host recommendation for a seamless meeting handover experience.
- How to generate a custom booking linkGenerate your custom booking link
- Everything you need to know about custom booking linksBooking links allow your customers to pick a date and time in your calendar to schedule a meeting with you or your team
- Hidden and default booking questions: How to use themUse booking links to track your customer's journey
- Automated emails in DemodeskA brief overview of which email is sent when by Demodesk
- How Demodesk manages time zonesRely on the effective integration with your calendar for perfect synchronization of your meetings across all different time zones
Round Robin
Lead / Website Routing
Source and Conversion
- Add a booking page or routing form on my websiteThis article details how to add routing forms and booking pages on your website
- Source and conversion trackingA quick guide on tracking sources and conversions with Demodesk booking pages
- Notifying the parent window of interactions on the booking pageThe booking page sends notifications to the parent window which you can use for source and conversion tracking
- Hidden booking questions: source and conversion trackingThis article explains the process of setting up hidden booking questions to enable source and conversion tracking
- How to set up conversion tracking with Google Tag ManagerThis article provides a step-by-step guide on configuring conversion tracking using Google Tag Manager and a Demodesk booking link
FAQs
- How do I reschedule or edit a meeting?Should you or your client prefer to adjust the meeting date or time, this article will present you with instructions on accomplishing that
- How can I change my default Meeting Type?Default meeting types are used for "Meet now" and meetings scheduled via the Hubspot and Calendly integration
Still need a hand?
Our support team answers in the app chat, or at support@demodesk.com.