Time Slots: Initiate Meetings with Multiple Choice via Meeting Scheduler¶

For users of the Email Sidebar on:

12 min read

RG Email Sidebar enables you to schedule meetings with your business contacts without any extra back-and-forth email correspondence. Select available time slots in your calendar, also considering availability of your colleagues involved, create and send out interactive meeting invites, get your calendar automatically updated according to the recipient’s time choice. Additionally, RG Email Sidebar will add activities created this way immediately to your Salesforce.

Tip

Also, see this Revenue Grid blog article for special insights

On link opening, selected Time Slots are parsed as a “static shot” that does not exclude suggested slots which got reserved after the link was opened.

However, any reservations added to the Organizer’s calendar later are also considered by the Time Slots system. As soon as a recipient clicks on their preferred slot, RG Email Sidebar checks if the slot is still available in the organizer’s calendar. In case it is occupied by another reservation, the recipient is suggested to pick another slot. In addition, by refreshing booking page browser window, the recipient can actualize the table after such checks.

Time Slots links can be generated even if RGES Sync Engine is not running; however, in this case, the resulting meetings cannot be synced in the Salesforce calendar till syncing is resumed.

Tip

See this article to learn how to use the Time Slots feature in RGES Chrome Extension

Time Slots links generation steps¶

To schedule a meeting via the via RGES Meeting Scheduler by sharing your preferred time slots through an interactive invitation:

1. Open an email from/to recipient(s) which you want to initiate a meeting with or create a new email message by clicking the New email or the Reply button in MS Outlook ribbon and specify one or multiple recipients in the To, Cc, or BCC fields. Then open the RG Email Sidebar by clicking the Open RG Email Sidebar icon.

See this article to learn how to open the Sidebar in MS Outlook on the Web

2. In RG Email Sidebar, click the Time slots icon in the Smart actions bottom toolbar

Once you click the Time Slots icon, you will see the following Time Slots dialog in the sidebar:

>>> Click to view details <<<

1. Action buttons Cancel and Next:

Click Cancel to cancel the link creation and leave the Time Slots dialog
Click Next to proceed with the following Time Slots dialog with a calendar schedule to select the slots available for booking

2. The subject of the meeting. RGES prefills it with the email subject, but you can modify it

3. The location where the meeting will held (meeting room, online, etc.)

4. The duration of slots for the meeting. You can preset the meeting duration varying from 15 minutes to 8 hours

5. The required attendees are prefilled with the email recipients. If the in-org attendees are added to this field, RGES analyzes their and the organizer's calendar data and shows only the slots that are available for all meeting participants. The internal in-org attendees added to this field will receive the invite for this meeting once the link recipient books it. More information here

6. The optional attendees who will receive the invite for this meeting once the link recipient books it. It's prefilled with CC email recipients

7. Business record in Salesforce (Account, Opportunity, Case, etc.), which will be linked with the resulting Salesforce event once the link recipient books a meeting

8. People record in Salesforce (Lead, Contact, Person Account, etc.), which will be linked with the resulting Salesforce event once the link recipient books a meeting

9. The meeting reminder. Select this checkbox to create a reminder about this meeting

10. The Slots in drop-down list allows selecting different time zone for time slots if required

11. The main body field. Here you can add the meeting description, notes, and other related information

First Time Slots dialog¶

Fill in the general meeting parameters¶

3. Fill in the basic meeting details in the first Time Slots dialog:

The Meeting subject field is prefilled with the subject of the related email (if any), and you can edit it according to your needs
In the Location field, you can select a location from your MS Exchange rooms resources or manually enter a location (including online services)
In the Duration drop-down list, you can set the meeting slot duration from 15 minutes up to 8 hours
In the Attendees (required) field, you can add the participants whose presence is required at the meeting. It’s prefilled with the email recipients. Also, you can add internal attendees who will receive the invite for this meeting once the link recipient books it

Note

If you add any in-org attendees (they must belong to your Google workspace) in the Attendees (required) field, the resulting Booking page will show only the time slots that are available on all in-org attendees and organizer’s calendars. This ensures that the selected slot will be convenient and available for all required in-org attendees

In the Attendees (optional) field, you can add the participants, who will also receive the invite for this meeting once the link recipient books it, but as optional attendees. Note that optional attendees’ calendars are disregarded on building availability table

In the Body (Description) field (placed at the bottom of the Time Slots dialog), you can add additional information for participants, which will be saved as a meeting description in the MS Exchange / Office 365 calendar and in Salesforce. Note that the generated email will not include this text in its body

Link the meeting with Salesforce records¶

4. Link the meeting with the Salesforce Business and People records:

In the Save to Salesforce record search box, you can find and select a Business record (Account, Opportunity etc.), which will be linked with the resulting Salesforce event once the link recipient books a meeting
In the Save to Lead or Contact search box, you can find and select a People record, which will be linked with the resulting Salesforce event once the link recipient books a meeting

Note

If you faced a situation when the booked meeting had linked to the wrong Contact in Salesforce, refer to this article describing how to resolve the problem and prevent it in the future

Fill in the advanced meeting parameters¶

Tip

If you don’t need the Advanced fields and controls in the Time Slots dialog, click the v (collapse) icon next to the Advanced options section title to hide them

5. Fill in the optional meeting details under the Advanced options tab:

Using the Reminder field, you can enable and set an MS Outlook reminder in your Outlook calendar to notify you before the meeting starts
Using the Slots in drop-down list, you can set the custom time zone for the meeting time slots.
For example, if your recipient is located in a different time zone. Also, you can quickly find the needed time zone using the search field

6. After populating all required fields in the first Time Slots dialog, click Next to go to the second one

Second Time Slots dialog¶

Select preferred time slots for the meeting¶

In the second Time Slots dialog, RG Email Sidebar reads your MS Exchange / Office 365 calendar data builds daily tables of your unoccupied time slots, so you can easily find available time slots and select the preferred ones. Also, if you added any of your colleagues in the Attendees (required) field, these tables consider your colleagues’ calendar data and show only the time slots that are available for all in-org attendees.

7. Select the preferred time slots within the unoccupied spans in the schedule:

Open your preferred date by clicking the Date selector at the top of the dialog; you can also navigate between days by clicking the arrow icons on either side of the selector
Pick meeting time spans that suit you best by clicking on a free slot and dragging the cursor down; selected time spans can be longer than the meeting Duration specified in the previous dialog but cannot be shorter

Note

If you select several adjacent time slots, they do not get merged, and displayed as separate time slots on the Booking page

Tip

Note that you can select multiple time slots on different dates: after you have selected slots on one date and then switch to another date using the calendar control at the top, all previously selected slots are kept

Generate and insert Time Slots links¶

8. Click Insert in the upper right corner of the second dialog, and the generated Time Slots links will be automatically inserted into the new email message

Now you can send the email containing the Time Slots links out to the recipient, so they can select a convenient time slot and book a meeting with you.

Important

The Time Slot links are valid for 60 days after they were generated or till the date of the latest proposed slot, whichever comes first. Also, Time Slots links expire once the recipient books the meeting. The 60 days validity period can be adjusted on a request sent to our CSM team

Note

Please note that when you are using this feature from the Sidebar running in MS Outlook on a mobile device, you will not be able to edit the text of the resulting email – a pre-configured Salesforce message template will be used instead, and the email with the links you generated will be sent out by the Add-In automatically

Tip

If you want to set up a custom Time slots email message template, refer to this article

Automatic Parsing of In-Org Mandatory Attendees’ Availability¶

If any of the meeting’s required attendees are your colleagues (their email addresses are recognized as internal), RG Email Sidebar considers their calendar data and reflects it on a schedule in the second Time Slots dialog along with yours. This feature allows you to select time slots suiting your colleagues’ calendars:

Note that you can not select time slots within day-long spans reserved for all-day calendar events with busy, out of office, and working elsewhere statuses. However, free and tentative (non-mandatory) all-day events do not impose this limitation and are not indicated in the Time Slots calendar. The same handling patterns are also applied for non-all-day meetings and appointments.

Time Slots Dialog Auto-Filling¶

In the Time Slots dialog, RG Email Sidebar prefills some fields with the default values, the data from the selected email (if any), and your MS Exchange / Office 365 account. The following fields will be prefilled:

Meeting subject – the subject of the selected or opened email when the Time Slots icon is clicked in the Sidebar
Duration – 30 minutes
Attendees (required) – recipients from the To field of the selected or opened email when the Time Slots icon is clicked
Attendees (optional) – recipients from the CC field of the selected or opened email when the Time Slots icon is clicked
Reminder – None
Slots in – time zone specified in your mail account settings

Also, there is a possibility to set custom values that would be prefilled every time you open the Time Slots dialog in the RG Email Sidebar. To get this option configured, please send a detailed request to our Support team.

How to select a Time Slot (Recipient Side)¶

Note

The Booking page language is set according to the locale specified in the web browser of the Time Slots links recipient

When a recipient opens the invitation link, they can select the preferred slot by clicking on their preferred date and time. Additionally, recipients can change the time zone for the available time slots using the drop-down list above the list of available time slots.

Note

When a recipient clicks on their preferred slot, RG Email Sidebar checks if it is still available in the organizer and in-org required attendees’ calendars. In case it is occupied, RGES suggests recipient to select another slot. Also, the recipient can actualize information about available slots by refreshing the Booking page

After a recipient selects a slot on the Booking page, they will see a Booking confirmation dialog, where they need to click the Book meeting button to finish the booking.

As soon as a time slot is selected and confirmed by the recipient, it gets automatically reserved in the organizer’s and attendees’ calendars, and they will receive a corresponding email notification.

Important

The time slot links are valid for 60 days; they expire after the meeting date/time passes or 60 days after they are generated. A meeting may be scheduled for any date in the future, but the recipients must reserve their preferred time slots within 60 days. This validity period can be adjusted on a request sent to our CSM team

If you send Time Slots to multiple recipients (potential attendees), only one meeting can be booked using them. Once the meeting is booked, the Time Slots links get expired. If other recipients try to book the meeting using the same links, they will see the following notification:

Calendar slots Status parsing by Meeting Scheduler¶

When RGES parses occupied slots data from a users’ MS Exchange / Office 365 calendar, it applies the following rules to interpret the slots’ specific statuses. Keep in mind that this data is not parsed continuously in real time, instead it is a “snapshot” of your calendar at the time when the meeting was initiated with RGES Meeting Scheduler.

Slot status in MS Outlook	Slot status in Meeting Scheduler tables
{Outside of Work time set in MS Outlook}	Free
Free	Free
Busy	Busy
Working Elsewhere	Busy
Tentative	Free
Out of Office (OOF)	Busy

Tip

RGES features an optional possibility to make the system treat Tentative slots as Busy instead of Free. This mechanics is managed Org-wide or for individual users, via the global setting ShowTentativeAsBusy. To enable this function refer to your Admin

MS Teams integration on Location selection¶

The customers may request our Support team to enable a special MS Teams integration option that allows RG Email Sidebar users to automatically generate MS Teams meeting rooms links for meetings created with RGES Time Slots and Book Me features. This feature is available for Office 365 mailboxes, via MS Graph or hybrid MS Graph-EWS connectivity: the Add-In works over Graph and Sync Engine works over EWS.

To generate and send an MS Teams meeting link, once the feature was configured by our Support team or the local Admin:

1. In the Time Slots creation dialog, click the Location field and enter MS Teams (or another custom name configured for your Org) or select this item on the top of the picklist

2. Complete Time Slots links generation and send them to the recipient(s)

Special considerations for using this feature¶

In order to open the MS Teams meeting link generated this way the recipient does not have to belong to your Organization, but must have MS Teams running
A new unique MS Teams meeting room link is generated for every meeting. Several invitees from inside or outside of your company can join the meeting by opening the MS Teams link
Note that the MS Teams meeting link is not be included in the Time Slots email; instead, it will be added to the MS Outlook meeting created in the recipient’s Calendar

Tip

To make sure that the recipients do not lose the link, it is recommended to mention in invite email’s body that the link for joining the meeting will be available in the meeting’s Description on the recipients’ MS Outlook calendar as soon as they book the meeting

Shared Calendars compatibility¶

The Book Me and Time Slots features are fully compatible with MS Exchange / Office 365 Shared calendar use scenarios. Different users viewing a shared calendar can initiate RGES Meeting Scheduler meetings assigned to it by following the same steps, with a single addition, you should specify what calendar you are generating the link for:

A Time Slots / Book Me meeting can be created in a shared calendar even if the calendar’s account does not have the RGES Add-In or Sync Engine configured, but in the latter case the resulting meeting will not get synced to Salesforce.

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