Calendar Set UpLast Updated: July 05, 2018
One of my favorite Drift features is the option to book meetings automatically through our calendar drop! Let’s talk about how to get that up and running when you are first invited to join Drift.
After you have successfully created your Drift account, it’s time to personalize your settings, including your calendar. You can begin by going to the “Settings” tab on the left side and then clicking on “My Settings” and finally “My Calendar”. Once on this page, select the green button “Connect Calendar”.
Making the Connection
You can connect to either Google Calendar or Office 365 Calendar. Select whichever works best for you! When prompted, be sure to sign into your email and allow all permissions.
You should now see a screen that looks like this. From here, you can personalize calendar settings. Click on the “Edit” button on the right hand side to begin.
Setting #1: Disconnect Option
If you ever would like to switch calendars or simply disconnect, the option is here on this page.
Setting #2: Rescheduling
If you would like to allow others to reschedule or cancel meetings they have booked through your calendar drop, toggle this setting on.
Setting #3: Availability
Here you can set your available times for meetings. Be sure to change the timezone setting so it matches your location. You can select what type of days you are available (weekdays, weekends, everyday, etc) and times to go along with those days. If there are two or more conditions for your availability (ex. 9am to 5pm on weekdays, but only 10am to 2pm on weekends) feel free to click “Add Time Slot”
To Note: Block off any vacation or holidays on your calendar to prevent Drift from displaying any days that you will be out of office.
Setting #4: Time Buffer Settings
These settings are very helpful in keeping your calendar manageable and stress free! Buffer time allows for time in between meetings to recharge, and minimum notice time gives you the chance to prepare before meetings and avoid surprises.
All settings changes made on this page will be saved automatically. To continue with settings, go back to the calendar main page by once again selecting “My Calendar” on the left hand side.
Once back on the main calendar page, you can customize your meeting type. The current calendar showing is simply the default, but you can edit by selecting the dropdown arrow.
Setting #5: Meeting Length
Set your default length for meeting time!
Setting #6: Contact Details
This section tells you how you will connect through the calendar. Be sure to leave details under the “Location” field, as this tells the end user how to get in touch with you, whether it’s your phone number, a zoom link, or another form of connection.
These fields will sync directly with the appropriate fields on your email calendar.
To Note: If you do choose to add a phone number over a zoom link, the contact will have your number but you will not have theirs. You can work around this by adding a "Phone Number Capture" Skill to playbooks involving calendar drops.
On the Contact Side:
This is what the end user will see from their end when scheduling a meeting!
Once they have selected a meeting time, they will receive this message and an email confirmation automatically. You will also receive an email confirmation with the contact’s details, and the meeting will appear on your calendar.
To Note: If they are a repeat visitor or customer and have already inputted their email, the bot will remember this information. If not, the bot will prompt them to provide their email before dropping the calendar.
When Calendars Are Used
The Calendar drop can be used in a variety of ways, including on your Drift Profile, Drop in Live Chat, and Automatic Drop from Playbooks. Learn more about these options here!
You’re All Set!
You are now ready to start booking meetings! If you’d like to see a video version of this walkthrough, click here! If any questions arise, please chat in and let us know!