How to set up Scheduling Links
Create a priority-driven Scheduling Link in Reclaim to share your maximum availability for meetings. You can create booking pages, team links, and even Round Robin Scheduling Links to spread the meeting load across multiple people.
5 Minute(n) Lesezeit
How to create your first Scheduling Link
Click Scheduling Links in the left sidebar.
Create your URL and click Set your slug and create links.
This is the root URL that will be used for your personal booking page, where your Scheduling Links will live, and you can always change it later.
You’ll see that Reclaim auto-creates three scheduling links for you.
Click Edit (pencil) on the High Priority Meeting link.
Optional: Edit the name of the Link.
Expand Organizers by clicking the down arrow on the right.
Click on the Meeting Hours dropdown (to the right of you as the organizer).
Choose One-off Hours and change Friday to end at 2pm.
To add Zoom, Click + Add Another and sign into your Zoom account.
Expand Scheduling by clicking the down arrow on the right.
Click +Add Duration and type 30min.
Scroll to the bottom and click Save.
Note: the VideoConference Link will default to Google Meet or Teams.
How to open your Scheduling Link and view your availability
In the High Priority Meeting square, click More options (three vertical dots).
Select Open Booking Page.
Toggle Compare my calendar on.
Click through days and find a Lunch Habit.
Compare your availability and notice that Reclaim has made it available for booking on your High Priority Meeting link.
Go to Habits and change the priority on your Lunch Habit to Critical.
Refresh your Scheduling Link Page and notice that Reclaim is no longer offering lunch as an available time.
How to Share and Personalize your link (add a teammate)
We are going to create a temporary, unique Scheduling Link.
In the High Priority Meeting square, click More options (three vertical dots).
Click Share & Personalize.
Click Personalize at the bottom of the pop-up.
Expand Details, and change the meeting name to something custom.
Expand Attendees & location, and add a colleague you might typically need in meetings.
Expand Scheduling, and remove all, but one duration.
Click Copy link and paste it in a new browser window.
See that there are multiple attendees, Reclaim is offering time across both of your availabilities.
How to troubleshoot availability on your Scheduling Links
Open your High Priority Meeting Scheduling Link page.
Toggle Troubleshoot availability on.
Notice the sidebar shows all hours of the day with color-coded dots.
Click on a time that's unavailable. Notice that Reclaim explains why this time isn't available for booking by others on your scheduling link, and also links to Settings that you can change.
How to share times when you're available
In the High Priority Meeting square, click More options (three vertical dots).
Click Share & Personalize.
Select 2 days and some times on each day.
Click Preview to see the times you’d like to share.
Click Copy times and paste into an email.
How to add a required question to the booking form
In the Flexible Quick Meeting square, click Edit (pencil).
Expand Booking page customization with the down arrow on the right.
Click +Add field.
Click the dropdown under Response Type, and select Single Line.
Type in a question. For example: “What would you like to discuss?”
Click Create Question.
Click Save.