How to book meetings with your leads
When it comes time to book a meeting with one of your leads, you might want to book them on your personal calendar, your Account Executive's calendar, or maybe even a specific trade show room's calendar. Mobly gives you the option to make all your calendars accessible when booking time with a lead.
Configure your personal calendar links from the mobile app
Make sure your calendar links are configured in Mobly before you book with your lead. To do so in the mobile app, tap your own profile picture, then tap "Edit Profile". Scroll down to find the calendar section.
Tap "Add Calendar" and input the name for your calendar and the public facing link for your calendar. Tap "Add" when you're finished.
Configure your personal calendar links from the mobile app
The Mobly Admin for your organization can add calendars for their users by visiting hub.getmobly.com.
- Go to the Users tab and click on the user for whom you'd like to add a calendar.
- Click on the Calendars tab.
- Enter a name and link for the calendar.
- Click Save when you're finished.
Admins can also set up event-specific calendar links, ensuring that all reps assigned to an event see the correct scheduling options when booking a meeting with a lead in the mobile app.
To set up an event-specific calendar, follow these steps:
- Navigate to the Events tab in the Hub.
- Click into an event you've already created.
- Select the Calendars tab.
Add a calendar by entering a name and its public-facing link.
This event-specific calendar link will appear as an option in the mobile app for any user assigned to that event, making it easy to schedule demos on the spot. Find more information about event-specific calendars here.
Book a meeting
Scan the lead or find the already-created lead with whom you're meeting in the Mobly mobile app.
Tap the calendar icon. A list of your calendars will show up on the bottom of the screen.
Select the calendar where you'd like to book your meeting. This calendar will open either on your device's calendaring app or in a browser (depending on which calendar you chose). If you're using a Calendly or Chili Piper calendar, the name and email of the lead will carry over to the meeting details. Choose the time that works best for you and your lead, and your meeting invite will be ready!
