Disclaimer: This feature is currently in Beta. Submit interest here. |
To increase the features and value for our customers and provide more ways for clients and prospects to book meetings through Cirrus Insight's variety of scheduling features, we added a One Time Use link option.
Overview
How Does It Work?
When using the Custom View option in the sidebar, you will see a new option for "Expire after booking". When a user checks this and clicks Copy Link, the link that's generated can be booked on only once. After a meeting is booked, the link will take the user to an expired page instructing the booker to request a new booking link.
This feature is available on the following calendars:
- My Calendars / Personal Calendars
- Colleague Calendars
- Team Scheduling
How Do I Use It?
Enable the feature on demand:
- Open the sidebar and click the Scheduling tab.
- Find the calendar for which you wish to copy the booking link.
- Click Custom View.
- Below the Availability Close field you will see the Expire After Booking checkbox.
- Check this box, then click Copy Link
Note: Each time you click Copy Link, a new URL will get generated so you can create multiple one time use links.
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- Share the link with your client or prospect.
- After they book a meeting, they can still reschedule the meeting from the confirmation page and from the confirmation email.
- If they try to use the booking link again, they will see the following kind of message:
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Enable the feature by default (optional):
- Click the Hamburger menu at the top left of the sidebar and click Sidebar under Settings.
- Scroll to the bottom of the screen and click the toggle under Enable Expire after booking by default.
- Click Update.
- Now when you open the Custom View page, the Expire after booking feature will be checked by default.
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Your Dashboard:
Your Dashboard has a Calendar Scheduling page that shows you analytics about your meetings and includes a Calendars icon at the top right, which contains the same UI of the sidebar's Scheduling Tab.
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- Click Calendars to open the Calendars Blade.
- Find the calendar for which you wish to copy the booking link.
- Click Custom View.
- Below the Availability Close field you will see the Expire After Booking checkbox.
- Check this box, then click Copy Link
Note: Each time you click Copy Link, a new URL will get generated so you can create multiple one time use links.
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- Share the link with your client or prospect.
- After they book a meeting, they can still reschedule the meeting from the confirmation page and from the confirmation email.
- If they try to use the booking link again, they will see the following kind of message:
