💡How to: Set up your user availability

This guide will walk you through the steps to set your user availability in SalesRook, ensuring that appointments are only booked for times that work for you.

Step 1: Access Settings

1. Log into SalesRook: After logging in, navigate to the bottom left corner of the screen.

2. Click on Settings: In the menu, click on Settings to open the settings page.

Step 2: Update User Availability

1. Navigate to My Profile: Once in the Settings section, click on My Profile.

2. Scroll to User Availability: Scroll down until you see the User Availability section. By default, the availability is set from 12 a.m. to 12 a.m., Monday through Friday, which typically needs adjustment.

3. Adjust Available Days: Select the days you are available for calls. For example, select Monday, Wednesday, and Friday if those are your available days.

4. Set Available Times: For each selected day, choose the time slots when you are available to take calls (e.g., 9 a.m. to 5 p.m.).

5. Copy Availability to Other Days: If the same availability applies to multiple days, click the Copy to All button to apply the times to other days.

6. Save Changes: Once you've made your adjustments, click Update Availability to save your changes.

Step 3: Set Meeting Location

1. Choose Meeting Location: Select how you will be meeting with your contacts (e.g., Zoom link, physical address, phone call).

   • This information will be included in appointment reminder emails and text messages.

Step 4: Adjust Time Zone

1. Change Time Zone: If needed, adjust the time zone to reflect your actual location. For example, select Central European Time if that is your correct time zone.

Step 5: Calendar Integration (Optional)

1. Add Calendar Integration: You can integrate your calendar with SalesRook to automatically sync meetings.

   • This integration will help avoid scheduling conflicts and ensure appointments are only booked during your available hours, including holidays.