👩‍💻How to: Set up your user settings

This guide will help you quickly set up your SalesRook user account, including calendar integration, profile updates, and availability settings, so you can start using SalesRook efficiently.

For a more convenient setup, you can follow these step-by-step instructions instead of watching the video.

Step 1: Accessing Settings

1. Log into SalesRook: Once logged in, you will land on the dashboard.

2. Navigate to Settings: Click on the Settings tab located at the bottom of the left sidebar.

Step 2: Calendar Integration

SalesRook supports integration with both Google and Outlook calendars. Follow the appropriate steps for your preferred calendar.

Google Calendar Integration

1. Go to Integrations: In the Settings tab, scroll down and select Integrations from the list on the left.

2. Sign In with Google: Click on the Sign in with Google button.

3. Choose Your Google Account: Select the Google account you want to connect with SalesRook.

4. Allow Permissions: Allow SalesRook to access your calendar by granting the necessary permissions.

5. If your account is already connected by another user, click on the Add Account button to connect a new one.

Outlook Calendar Integration

1. Navigate to Integrations: Scroll down to Integrations under the My Profile section.

2. Connect Outlook: Click the Connect button next to the Outlook integration.

3. Choose Your Outlook Account: A pop-up will appear for you to choose your Outlook account.

4. Grant Permissions: Allow SalesRook to connect to your Outlook calendar.

Step 3: Calendar Configuration

Once your calendar is integrated, you can configure how SalesRook will manage your appointments.

1. Set Primary Calendar:

   • Scroll down to the Calendar Configuration section.

   • In the Primary Calendar field, select which calendar you want to use for your SalesRook appointments (either Google or Outlook).

   • Click Edit to make your selection, if not already chosen.

2. Check for Conflicts:

   • In the Check for Conflicts section, select which calendar(s) you would like SalesRook to check for availability when scheduling appointments.

   • Click Edit to choose additional calendars, such as your Google Calendar, or holidays (e.g., holidays in your region).

Step 4: Profile Information

1. Update Personal Data:

   • Scroll up to the Personal Data section.

   • Make any necessary updates to your profile information, such as your name or contact details.

   • Click Update Profile to save changes.

2. Change Password (Optional):

   • If you need to change your password, click the Change Password option.

   • Enter your current password and the new password, then click Update Password.

Step 5: Set Availability

SalesRook uses your availability to help your AI persona schedule meetings on your behalf.

1. Adjust Availability:

   • In the User Availability section, set your preferred hours for meetings.

   • Uncheck days when you're not available (e.g., Wednesdays).

   • Select the times when you're available for meetings (e.g., 11:00 AM to 3:00 PM).

2. Copy Availability to Other Days:

   • If you want to apply the same availability to other days, click the Copy to All Days icon.

   • Click Update Availability to save your changes.

Step 6: Set Meeting Location

1. Choose Meeting Location:

   • Scroll down to the Meeting Location section.

   • You can choose a custom location, such as a Zoom meeting link, Google Meet, a physical address, or a phone number.

   • For example, if you prefer Zoom, fetch your personal Zoom room link.

2. Set Time Zone:

   • Ensure that your time zone is correct. You can adjust it by selecting your region (e.g., Belgrade if your time zone is +1).

Final Step: Complete Your Account Setup

Once you've completed all the settings and configurations, your account is now set up and ready to go!

Need Help?

If you have any questions or encounter any issues during setup, please don’t hesitate to reach out to the SalesRook team for assistance.