Calendar Drop
Calendar Drop
This guide will walk you through the steps to manage the calendar drop feature when chatting with a web visitor.
Go to app.getsignals.ai
1. Chat
To use the calendar drop feature, you will first need to link your account to a calendar. You can learn how to do this with our HelpDocs video called "My Calendar."
2. Click on the calendar icon
In the text box, click the calendar icon ("share calendar")
3. Select an agent's calendar and meeting type
In the modal that comes up, select whose calendar you want to share with the visitor (it doesn't have to be yours) and the meeting type you want to offer them.
For more information regarding meeting types, you can view our HelpDocs video on Meeting Types.
4. Calendar Drop
In the web visitor’s chat window, they will then be able to schedule a meeting on the calendar provided, like so.
Once the web visitor has completed the sign-up process, you will then be notified in the chat that the meeting has been scheduled. Your linked calendar will also be updated to include the meeting. You will also receive any additional notifications setup in the Notifications tab in the My Settings section (i.e., In-app, desktop, email, or text).
