Group Scheduling Links

Group Links facilitate scenarios where you may want to provide a booking link to a prospect that will combine the availability of multiple reps on one calendar. For example, you are an Account Manager (AM), and you would like to send a link to your customers to book with you and a Customer Success Manager (CSM), considering (or not) both resources availabilities.

In this article, we will learn more about this feature and its details!

Table of Contents

• How to create a Group Scheduling Link?
• Group Link Customization
  • Welcome Message and Prospect's Logo Auto-Fill
  • URL and Meeting Types
  • Always Invite
  • Sharing Settings

How to create a Group Scheduling Link?

In the left-hand menu, expand the ChiliCal section, and then click "Scheduling Links":

In the top-right of your screen, there is the Create new button:

Select Group when these three options are displayed:

After clicking on it, a drop-down menu with all meeting types will appear. Once you select one or more of them and click Create, you will see the Scheduling Link page, where you will set up and customize how your customer will see it.

Group Link Customization

Welcome Message and Prospect's Logo Auto-Fill

On the header, you can add a Welcome message or any guidance to your prospects (you can add Dynamic Tags here!) and also enable/disable auto-fill the prospect's logo based on their email domain:

URL and Meeting Types

On the right-hand side menu, you can edit the Group Link's URL and add/remove any Meeting Types you want to associate or de-associated from the Group Link:

Always Invite

Within the Always Invite section, you can add/remove more reps to be added in the Group Scheduling Link alongside the Host. Note that users who haven't onboarded to Chili Piper cannot be selected.

There are some nuances to be aware of:

• Host: The rep marked as Host will be flagged as the calendar organizer for booked meetings. You can hover over the rep's name and select Mark as Host to switch the Host.
   
• Optional or Required: If a rep is marked as Optional, their availability will not be considered. Reps marked as Required will have their availability considered.
  If more than one rep is marked as Required, we will display all Required users' availabilities altogether, meaning that a free slot will be displayed only when all Required users are free in their calendars.
  
  

To remove a user, click the X on the right. If you remove the current Host, another one will be automatically assigned:

Sharing Settings

Continuing on the right side of your page, we have the Sharing Settings, which allows you to share the new Scheduling Link with one or more Teams or all users from the same workspace:

Meeting Limit for Host (Host Booking Limit)

When enabled, this setting can be defined to limit the number of meetings a host can have in a time period.

You can set the Meeting Limit (number) within one specific Time Period (Day, Week, Month, Custom). 

You can also define at what Time and Timezone the Limit will be reset. For example, let's suppose you start your working hours at 9:00 AM EST, so you may want to reset the limit at the beginning of your working day, but that's entirely up to you!