📅SalesRook Calendar Setup Guide

This guide will help you set up and manage your SalesRook calendar, configure settings, adjust availability, set meeting preferences, and ensure smooth integration with your AI persona.

Step 1: Access Calendar Settings

1. Navigate to the Calendars Section: On the left-hand side of the dashboard, click on Calendars.

2. Open Calendar Settings: In the Calendars section, click on Calendar Settings to access the configuration page.

Step 2: Edit Calendar Details

1. Open the Edit Menu: Under the Action dropdown (represented by three dots), click on Edit.

2. Change Calendar Name: In the settings, you can change the name of the calendar to something more specific, like “Incredible Properties Calendar.”

3. Modify Meeting Invite Title: This title will appear in both your Google or Outlook calendar as well as your clients' calendars. Customize it to reflect the meeting or event appropriately.

Step 3: Manage Team Members (If Applicable)

1. Add Team Members:

   • Click on the Add Team Member bar to include individuals who will participate in calls or appointments. These are the team members who will take the appointments scheduled by your AI persona.

2. Remove Team Members:

   • To remove someone from the calendar, click the X button next to their name.

3. Set Team Member Priority:

   • If multiple team members are on the calendar, you can adjust priority levels.

   • For example, you can set a team member to High Priority to ensure they receive more appointments.

   • If you leave both team members at Medium Priority, meetings will be distributed equally.

Step 4: Set Meeting Location

1. Choose Your Meeting Location:

   • If you use Zoom, click on the Zoom Integration option.

   • For Google Meet, select the Google Meet option.

   • If you conduct phone calls with clients, you can enter your phone number in the Phone field.

2. Save Your Changes: Click Save to update your meeting location settings.

Step 5: Set Availability

1. Adjust Regular Availability:

   • Specify the regular hours your team is available to take calls and meetings. These are the base hours and can be adjusted on individual calendars under My Profile.

2. Copy Availability Across Days:

   • If your availability is the same every day (e.g., from 11:00 AM to 3:00 PM), click Copy to All to apply these hours to every day of the week.

3. Review Team Member Availability:

   • Availability is synced with personal calendars and can be adjusted under the My Profile page for each user.

Step 6: Configure Meeting Preferences

1. Meeting Interval:

   • Set the amount of time between booking slots in your calendar (e.g., 30 minutes).

2. Meeting Duration:

   • Define the standard duration for meetings, such as 30 minutes, 45 minutes, or 1 hour.

3. Minimum Scheduling Notice:

   • Specify how much notice is needed before scheduling a meeting. For example, you may set a minimum of 2 days notice.

4. Maximum Bookings Per Day:

   • Set the maximum number of meetings you want to schedule per day (e.g., 3 meetings per day).

5. Bookings Per Slot Per User:

   • To prevent double-booking, set the number of bookings per slot to 1 for each user.

6. Buffer Time:

   • Set the amount of time you want between meetings (e.g., 45 minutes).

Step 7: Save and Exit

1. Save Your Settings: After reviewing and adjusting all settings, click Save to apply your changes.

2. Close the Settings Page: Once saved, you can close the settings page to return to the main dashboard.

Final Step: Complete Your Calendar Setup

Your calendar is now set up and ready to use! The settings you've applied will ensure that your AI persona schedules appointments according to your preferences and availability.

Need Help?

If you have any questions or run into issues during the setup, feel free to contact the SalesRook support team for assistance.