Cirrus Insight Scheduling Quick Start Guide

If you plan on using our scheduling solutions, you’ll need to first connect your calendar with Cirrus Insight.

1. Navigate to My Profile within the Cirrus Insight Dashboard.
2. Click the Connections globe icon in the top right.

3. Connect your Google/Outlook. Sign in with your work email credentials and accept the necessary permissions.
4. Look for green dots to the right of your accounts to verify a successful connection

• You can connect your other accounts here as well (Salesforce, Zoom, etc...)

Calendar Views

Calendar Views are a way to create and manage multiple Scheduling pages, each customized for different situations and/or different availability.

Create a Calendar View

Open this Cirrus Insight Dashboard page:

• Calendar Views - User Dashboard.
  
  

  • Menu  > Calendar Scheduling > Calendar Views

     

Click New Calendar View in the top right.

• From the Create New Calendar window, enter parameters like calendar name and URL, tag line, and meeting link text.
  • Use the  icon under Calendar Hours to add multiple time blocks (e.g. 9:00-12:00 and 1:00-5:00).
• Set your availability with days, hours, time zone, and meeting lengths.
• Optionally, add a profile picture.
• Once you've completed all the fields and functions you want to use, click the Create button.

Manage a Calendar View

For existing Calendar Views, you can Edit, specify Meeting Types, or Delete.

You can also Enable/Disable a Calendar View or set one as the Primary.

Share your booking page

While in the Calendar Views page click on the icon under Share Calendar:

A blade will pop out with options to copy your booking URL and embed code for you to publish the booking page on a website. The Copy URL option is used most commonly for linking people to your booking page. Feel free to add it to your email signature and anywhere else you want it!

Note: If you installed our Sidebar, you can also access these controls right from your email.

You can download our Sidebar here: 

• Outlook Users
• Gmail Users

Make sure to sign in after you've installed it and go to the Scheduling tab: 

Customize Calendar Availability

• Click here to watch Tutorial Videos on our scheduling features such as customizing calendar availability and how to use our book meeting insertable slots.

Meeting Types

Meeting Types are like templates for setting up your most common types of meetings.

This is where you will configure meeting services like Zoom, Google Meet, and Teams. 

Open this Cirrus Insight Dashboard page:

• Meeting Types - User Dashboard
  

  • Menu  > Calendar Scheduling > Meeting Types

     

To create a new Meeting Type, click + New Meeting Type in the top right.

 

 From the Create New Meeting Type window:

 Add a Meeting Name (this will be visible to recipients).

 Optionally:

• Add a Description.
• Location Type: This is where you will select Zoom, Google Meet, or Teams
  • Defaults to "Custom". 

• Location (shown if you have Custom selected above).
• Conference Info will be inserted into the description of the event. Add more details here as needed.

• Change the Meeting Buffer Override time to choose a different buffer length from the one set in your Calendar View (see step 2B below).
• If you have multiple Meeting Types, enable Set as default meeting type to make this the default selection when recipients use your Scheduling page.
• Enable Sync Calendar meetings to Salesforce when scheduled, which will create a placeholder event in Salesforce that includes details from the booking but won’t relate to any Salesforce records.
  • This behavior can work in tandem with Calendar Sync, which— if enabled— will add any Salesforce record relations the next time it runs.
• Add Survey Questions (e.g. “How many licenses is your company considering?”) which can be Required or not.

 Click the Create button once finished.

For existing Meeting Types, you can edit, duplicate, or delete (unless they're Admin-managed). 

You can also show or hide Meeting Types with the Default Visibility toggle. 

Overview

With Smart Scheduler, create a single schedule for multiple Sales Reps to automatically route customers to the appropriate and available Salespeople to ensure customers will always be connected with the best company rep to meet their needs, removing potential for mismatched reps and customers. 

Sales Managers will be confident customers are efficiently connected with the right User with little oversight. End Users will book more meetings with less effort. 

1. Automate the scheduling process between meeting hosts (eg: Reps) and Clients/Customers to book meetings by matching customers with the most qualified and available Host unknown to the client until a booking time is selected. 
2. Eliminate manual lead assignment from Sales Managers to members of a team (eg: Sales Reps)
3. Eliminate the need to coordinate meetings via phone calls or email.

Requirements

1. Plans with full access to all features
   • Scheduling+
   • Expert

Create a Smart Schedule

Overview: Create your first schedule to test the schedule without any required configuration. Return to make edits to add assignees, modify settings, and customize the schedule and easily preview your changes to know exactly what the customer experience will be.  When you are ready to deploy and publish the schedule, distribute a link to customers or directly embed your Smart Schedule experience to your website to begin automating bookings to your Sales Team.

To see how to add assignees, create custom attributes, utilize forms, and deploy your schedule, here are some additional resources:

• Set Up, Adding Assignees, and Deploying
• Custom Attributes & Forms