Sales Hub Tools

MChao
メンバー

Vacations for Meeting Link

解決

Hello

 

Is there a best way for a rep to set like a vacation mode so their customers can not books meeting with them on their meeting links while they are away?

 

Also if a customer does want a meeting is there a way to redirect them to another rep?

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Vacations for Meeting Link

解決

Hi @MChao,

 

The best way to manage availability is through the connected calendar, in my opinion. The rep would simply create a calendar event and set that event to "busy". The calendar would not show any availability then.

 

Alternatively, in the "Scheduling experience" section of the meeting link, scroll down, click Additional settings. This is where a custom date range can be specified:

 

karstenkoehler_0-1626803745954.png

 

As far as redirecting to another rep goes, you'd work with a team meetings link here. I'm not aware of setting up a redirect within a single user's meeting link directly.

 

Hope this helps!

 

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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4件の返信
webdew
ガイド役 | Diamond Partner
ガイド役 | Diamond Partner

Vacations for Meeting Link

解決

Hi @MChao ,

You can edit your meeting link and in 'scheduling experiance' show the days only when the rep is available. Check the SS: https://prnt.sc/1dsifit. Here I am not available for Monday and Tuesday, so I have removed those days. And for redirecting the meet to rep, as @karstenkoehler suggested, creating team meeting link is the solution.

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Vacations for Meeting Link

解決

Hi @MChao,

 

The best way to manage availability is through the connected calendar, in my opinion. The rep would simply create a calendar event and set that event to "busy". The calendar would not show any availability then.

 

Alternatively, in the "Scheduling experience" section of the meeting link, scroll down, click Additional settings. This is where a custom date range can be specified:

 

karstenkoehler_0-1626803745954.png

 

As far as redirecting to another rep goes, you'd work with a team meetings link here. I'm not aware of setting up a redirect within a single user's meeting link directly.

 

Hope this helps!

 

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

amywill01
投稿者

Vacations for Meeting Link

解決

This is incorrect because "All day events will not be synced to HubSpot." according to this link: https://knowledge.hubspot.com/integrations/use-hubspots-integration-with-google-calendar-or-outlook-...

0 いいね!
CharlieRiley
参加者

Vacations for Meeting Link

解決

Thanks, this was helpful!

0 いいね!