Who can use this feature?
One-click booking from Gmail allows prospects/customers to click on a time in the email and have a meeting be directly booked onto their calendar and the assignee's calendar without the need for additional information to be inputted.
Table of Contents
- Extension Download
- Booking a Meeting from an existing mail
- Insert Suggested Times
- Insert Booking Link
- Handoff Scheduler or ChiliCal Scheduler View
- ChiliCommand Functionalities
Extension Download
The functionalities shown in this document require the ChiliCal extension (Co-Pilot) to be downloaded and installed in your browser. Before proceeding, we suggest downloading it here if you haven't yet.
Booking a Meeting from an existing mail
In ChiliCal, for all email conversations you open in Gmail, there will be a "Book a Meeting" button on the right of the recipient's email address.
Click on the icon, and ChiliCal's Scheduler will open. The booking process will start with the selected contact as the main guest, who will be included in the "To" field.
You can select the meeting host (yourself or a colleague), update/include guests, and adjust meeting details such as the template, duration, description, timezone, and so on.
Click here to learn more about the ChiliCal Scheduler.
Insert Suggested Times
We also recommend that you check our dedicated article for the Suggested Times functionality to learn more about this functionality and its settings in more detail.
While composing or replying to an email within Gmail, users can insert suggested times by clicking the extension button visible in the composer.
First of all, add the prospect(s) in the e-mail "To" (mandatory) and "Cc" (optional) fields. Then, click the ChiliCal icon, and ChiliCal's Scheduler will open to start the Suggested Times process.
Over there, you will be able to include multiple guests and update your meeting details like meeting type, meeting duration, meeting description, priority calendar, and so on.
After adjusting the above-mentioned settings, click the "Insert Availability" button, and the slots will be included in the composer. That's it, ready to be sent!
Once the prospect receives the e-mail, they can select the slot and finish the booking process in one click.
If your prospect selects a slot that became busy after it was initially sent, we will redirect them to select a new one.
Priority availability
While including suggested times, you probably noticed the "Priority availability" toggle on the Scheduler's screen. If it's toggled on in the bottom right, your guest can book meetings over those you marked as flexible on your Priority Scheduling.
Click here to learn more about the Priority Scheduling functionality.
Insert Booking Link
If you prefer sending your booking link instead of the suggested times, that's no problem; this is also possible. To do that, you need to click on the "Insert scheduling link" button, and your personal booking link will be populated in the e-mail.
Handoff Scheduler or ChiliCal Scheduler View
If you are also a Handoff user, you can use the Switch button the top-right to switch to a Handoff Router view, where you will be able to route the prospect/Guest based on your Rules.
If your initial view is directly the Handoff Scheduler (we open it based in your last choice), you can do the same steps to switch back to ChiiCal's Scheduler.
Click here to learn more the Handoff Scheduler and here about ChiliCal's Scheduler!
ChiliCommand Functionalities
Also, while composing a new e-mail in the tools our extension integrates with, you should be able to use ChiliCommand's functionalities (more details here in the "Composer Open Mode" section) to facilitate the booking process with the Lead or Contact.