Outbound and sales
Book meetings for leads
Connect calendars, create booking pages with a public link, book meetings for leads from the console and send reminders.
Watch the video
Steps
Know what it does
A booking page offers the free times of one agent or of a team. A meeting can be booked from the console, by the lead on the page's public link, by the AI agent or by a chat flow. Free times come from the agent's connected calendar and the meetings already booked here, and each meeting is written to the calendar with the lead invited. Choose Meetings in the menu. Meeting booking is a paid feature, switched on per account, team or person on Feature access.
Connect your calendar
Each agent opens Meetings and, under Calendars, chooses Connect Google Calendar or Connect Microsoft 365, signs in to that account and agrees to the access asked for. Back in the console you see The calendar is connected. The calendar is then read for busy times and receives the meetings booked here. You need your own Google or Microsoft 365 account; if your Microsoft organisation blocks user consent, its administrator must grant consent once.
Create a booking page
An administrator fills in New booking page: a Title, a Link name (lower-case letters, digits and hyphens, for example
sales-demo), Booked with (An agent or A team (round-robin)) and then pick the agent or team by name under Agent or team. Set the Time zone, the Length in minutes, Day starts and Day ends, the Gap after each meeting (minutes) and the Minimum notice (minutes).Choose video and reminders
Under Video, choose No video link, A Google Meet or Teams link from the calendar or A fixed link, and give the Fixed video link (https) for the last. Tick E-mail reminder a day before and, if you want, SMS reminder an hour before (charged at your rate card). Tick Let the AI agent offer and book these meetings to let the AI agent use the page. Choose Create the page.
Share the public link
Booking pages lists each page with its Public link, Length, Time zone and whether the AI agent may book. Put the link in e-mails, messages or your website. The lead sees the free times in their own time zone, in your brand, and picks one; it never says which agent is free. After booking, the page offers Cancel this meeting; after that, you cancel it in the console when the lead asks.
Book a meeting for a lead
Under Book a meeting for a lead, choose the Booking page, a time under When (the next two weeks), and give the Lead name, Lead e-mail and Lead mobile number with the country code for SMS reminders. Choose Book. You see Meeting booked. The time is checked again against the calendars before it is booked.
Work your meetings
Meetings lists the meetings from yesterday onwards with the lead, the page, the agent, the Status (Booked or Cancelled) and the Calendar state. Choose Join for the video link and Cancel to cancel a meeting; its reminders are cancelled too. In Workspace, a conversation's contact shows their meetings beside the conversation.
Use a team page
On a team page a time is offered while any member is free. Meetings go to the members in turn, skipping anyone no longer free. A member whose meeting booking is switched off is not booked.
Good to know
- If a calendar shows Connect again, its access has expired or was withdrawn. Connect it again; until then it offers no times.
- If a calendar cannot be read, that agent is left out so no time is offered that was not checked. An agent without a connected calendar is offered on the meetings booked here alone.
- If writing to the calendar fails, the meeting stays booked here and shows Not in the calendar.
- The lead's confirmation comes from the calendar's own invitation. Without a connected calendar no confirmation e-mail is sent.
- If connecting a calendar fails, the calendar app for that provider is not set up on the platform: your provider sets it up.
- Pages created in the console offer Monday to Friday, up to 30 days ahead. A link name already used anywhere on the platform is refused.
- Reminders go out through your own e-mail and SMS channels and are charged at your rate card from your balance. A refused reminder is tried three times.
- To move a meeting, cancel it and book again. Meetings with several agents and holidays other than busy calendar time are not available.
- With meeting booking switched off, the page is not shown, the public links stop working, the AI agent does not offer times and reminders are not sent.
Still stuck?
Write to hello@ringura.com, or use the contact page, and say which guide you were following.