Jun 1, 2018 11:55 AM
My manager experimented with HubSpot's ability to easily schedule meetings based on user's availability. Since we only get access to one meeting board in the free version, he would like me to cancel his meeting board, and start my own. How would I do this? We tried disconnecting his Google Calendar, but when I try to set up my account with this ability, I keep getting a notification that says "1 of 1 meeting boards has already been used."
I have his login and have searched his profile and I don't see anywhere to go to cancel or transfer this ability to another user. Please help! Thank you!
Jun 12, 2018 5:47 AM
Hey @nvirzi21 please can you confirm you have followed the below setup steps:
Integrating your Google or Office 365 calendars with the meetings tool will allow your meetings tool and your calendars to sync. The meetings tool and your calendars communicate with each other so that if you have an event on one of your integrated calendars, the meetings tool will show you're busy for that time.
To set up meetings and integrate your calendars:
Once you have set up the integration, you'll see your default personal calendar in your meetings settings. You can then integrate additional calendars:
You can only add calendars that you either own or that your email address has access to in your connected Gmail or Office 365 account.
Your meetings tool will automatically prevent clients from booking meetings during any events that are set to Show as Busy on your integrated calendars.
When a prospect books a meeting with you, the meeting event will only appear on your personal default calendar, not your other integrated calendars.
With this two-way integration, meetings created through the Schedule tab on a contact record in the CRM will send actual calendar event invitations to the contact. Without your calendar connected, it will strictly just create a meeting engagement on the record.
This two-way integration is not available for Office 365