Book meetings with your prospects

With Outplay, book a meeting within seconds and never miss an opportunity.

You can book meetings as per your schedule without any hassle and back-and-forth emails. Moreover, you can offer prospects the option to choose a time slot for a meeting as per their convenience. 

NOTE: Ensure that your calendar is connected to your Outplay account before setting up a meeting with a prospect.

Book a meeting in a few clicks

From the Meetings Page

From the sidebar menu, click on the Hamburger icon, and then click Meetings.



The Meetings page will display all your prospects. Select the prospect you want to book a meeting with.



The prospect information tab will appear on the left. Click on the icon for Book Meeting.



On the Book Meeting pop-up window, you can view your calendar and existing meetings.



Here, you can choose several specifics for your meeting with the prospect.
Organizer: Since you’re booking the meeting, this section will display your name.
Date: Select the date on which you want to book the meeting.
Time Zone: This section displays your time zone.
Select Meeting Duration: You can choose the duration of your meeting from the given options.
Select Available Slots: This section will populate the available time slots for the meeting as per your calendar.
Attendees: This section shows you a list of users who can be added to the meeting. For example, a team member that you’d like to add to the meeting can be selected through this option. You would also have the option to mark the Main Assignee in the meeting through the person icon next to the user’s name. The rest of the attendees will receive an optional invite email.
Prospects: In a situation where there is more than one prospect, you can add them through this option. You will also have the option to mark the Main Attribute (main prospect) in the meeting through the star icon next to the prospect’s name.
Once the essential fields are filled, click on Book Meeting.

From the Prospects Page:

From the sidebar menu, click on Prospects.
On the Prospects page, select the prospect you want to book a meeting with. The prospect information tab will appear on the left.
Click on the icon for Book Meeting on the prospect information tab. The Book Meeting window will appear.
Complete the essential fields and click on Book Meeting.

Display time slots in your emails

Now you can insert your available time slots in your outbound emails to encourage prospects to swiftly book a meeting with you. 

From the sidebar menu, click Prospects.
On the Prospects page, select the prospect you want to book a meeting with. The prospect information tab will appear on the left.
Click the Send Email button to open the email composer.
After composing the email, click the Calendar button available at the bottom of the window.



When the pop-up tab appears, click Insert Slots.



In the Select Slot window, fill in the fields for Meeting Title, Organizer, Time Zone and Meeting Attendees.



Select the Meeting Duration and click the available calendar slots displayed to the left. You have the option to offer more than one time slot to your prospect.



After selecting the time slots, click Insert Slot.
Your selected time slots will appear in your email draft.

Click Send.

Prospect View:

Your prospects will be able to view your available time slots in their respective time zones.



They will be requested to enter essential information to book a meeting with you.



A meeting would be scheduled successfully after the prospect confirms the same.

Updated on: 27/06/2024