Getting Started with Expertise Booking
Step 1: Connect Your Calendar
- Navigate to Availability > Calendar Settings
- Click Connect Calendar
- Choose your calendar provider:
- Google Calendar
- Outlook Calendar
- Office 365
- Authorize access
- Select which calendars to check for conflicts
Tip: Connect multiple calendars to check all your commitments automatically.
Step 2: Set Your Availability
- Go to Availability > Working Hours
- Define your available hours for each day:
- Click a day to add time blocks
- Set start and end times (e.g., 9:00 AM - 5:00 PM)
- Add breaks or lunch blocks
- Copy schedule to other days
- Choose your timezone
- Save your schedule
Step 3: Create Your First Booking Link
- Navigate to Booking Links
- Click Create and choose One-on-One
- Configure your booking link:
- Title: What invitees will see (e.g., "30-Minute Discovery Call")
- Duration: How long the meeting lasts (15, 30, 45, or 60 minutes)
- Location: Specify meeting location or video conferencing link
- Click Save
Step 4: Share Your Booking Link
Your booking link is ready! Options to share:
- Copy Link: Click the copy icon to get the URL
- Email: Include in email signatures, outreach emails
- Website: Embed on your website or contact page
- Playbooks: Use
@share_booking_linktool to share in AI conversations
Step 5: Enable AI Enrichment (Recommended)
Every booking can automatically enrich with prospect data:
- Free Plan: 5 enriched emails per month
- Pro Plan: 50 enriched emails per month
Enrichment includes:
- Full name and job title
- LinkedIn profile
- Company name, website, industry
- Employee count and location
To enable: Simply start booking! Enrichment happens automatically for every new booking.
Learn More
- Expertise Booking - Main overview
- AI Enrichment & Prospect Research - Maximize data from every booking
- Smart Filtering & Spam Prevention - Control who can book
- Round Robin Team Scheduling - Set up team scheduling
- CRM Integration - Connect your CRM