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            Use Insert Availability to Optimize Meeting Scheduling

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            Use Insert Availability to Optimize Meeting Scheduling

            Finally got a response from that prospect you’ve been hunting down for weeks? To avoid back and forth emails when trying to schedule a meeting, use the insert availability feature. Don’t have time to email your availability? Give a teammate calendar access to schedule your meetings.

            Required Editions

            Available in: Lightning Experience
            Certain features are available with Sales and included in Starter, Professional, Enterprise, Performance, and Unlimited Editions
            All features are available with Inbox, Sales Engagement, or Sales Cloud Einstein.
            1. Compose an email and add the recipients.
            2. Tap Smart Tools, and then select Availability.
              insert availability page
            3. Select open times from your calendar or times that are open for all other attendees who have shared their calendars with you.
              • When selecting available times, the event owner’s calendar is the primary calendar from their connected email account. Events from the connected account’s primary calendar, not from the Salesforce calendar or additional calendars, are reflected on the calendar grid when selecting available times.
              • You’re able to select any time slot that you’re open even if others aren’t free.
              • If you’re using Inbox features in the Outlook and Gmail integrations, the selected time zone defaults to the time zone set on your computer. However, you can select a different one. The recipient receives the meeting times in the time zone that you select, and the meeting is scheduled in the selected time zone.
              • To show or hide other calendars, select the checkboxes in the Attendees list.
              • To see a coworker's availability, add the coworker to the Attendee list. To see other Inbox users’ availability, each Inbox user must either share calendar access or be a part of the same Salesforce org.
              • To schedule a meeting on behalf of someone else, change the meeting owner to another person on the meeting. The new meeting owner, who must be a member of your Salesforce org, controls the communications and changes to the invitation. For Microsoft accounts, you need access to a person’s calendar to make them the owner of a meeting.
              • Make sure that recipients are using up-to-date and modern email clients and browsers. If the recipient's email client or browser doesn’t support TLS 1.2, they receive an error message when they select an available time in the email.

            After the email is sent, the recipient can click one of your options to immediately book a slot. If your calendar fills up in the meantime, the recipient only sees the times your still available.

            See Also

             
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            Salesforce Help | Article