Getting Started

• Get started with Meeting Scheduler by Outplay

  Easy, hassle-free meetings with Outplay Meeting Scheduler!  High-value prospects, big-ticket accounts, and the confidence to overachieve your quota. As a salesperson, nothing can stop you this month!  But, what about the piling mammoth of manual, mundane, time-consuming, non-revenue generating tasks on your to-do list?!  A fine example would be the banter to book meetings! Sales appointment scheduling eats up far too much precious prospecting time. You have to go back and forth onFew readers

Managing Leads and Meetings

• Manage your meetings on Meeting Scheduler

  View all your meetings in one place On Meeting Scheduler, you can view all your meetings in one place. View today’s, upcoming and past meetings with a click. Moreover, you can also choose to cancel, reschedule or reassign meetings easily.  NOTE: If you’re an Outplay Admin, you can cancel, reschedule or reassign meetings by default. However, if you’re an Outplay User, you will require permissions from the Admin to makeFew readers

• View inbound lead activities on Scheduler

  Track inbound lead activities easily  On Meeting Scheduler, you can view all activities related to your inbound leads. Have they signed up on a particular form? View that activity and all submitted data on the form. Have they booked a meeting with you? Find all meeting-related info in one place. And, it doesn’t stop there! Through the inbound lead information panel, never miss out on the finer details, and always stay updated on their sales journey!  Here’s how you can viewFew readers

• Manage your inbound leads on Meeting Scheduler

  All your inbound leads in one place! Now that you have created forms and meeting types, you can see your inbound leads rolling in to book meetings with you. On Meeting Scheduler, you can view all your inbound leads on one page with all the information you require. Moreover, you can add them as a prospect, add them to a sequence,Few readers

Meeting Types

• How to create a Meeting Type on Meeting Scheduler

  Transform the way you schedule and manage meetings! More meetings mean more opportunities. Your leads should be able to schedule meetings with you as conveniently as possible. This should be an indispensable part of your sales process.  But how do you avoid the back-and-forth to finalize dates with a prospect? How can you ensure that the right salesperson is assigned to the meeting? What happens when you have multiple leads to schedule meetings with?  Meeting Type on Meeting Scheduler is yFew readers

• How to manage meeting types on Meeting Scheduler

  View all your meeting types in one place Meeting types are unique to their cause. For instance, you may create a meeting type to invite prospects to try out a free demo of your product. That specific meeting type has unique questions and characteristics that are customized for leads looking to experience a free demo of your product. The same meeting type cannot be used for another cause. Hence, you may create multiple meeting types to invite leads from different cohorts to book meetingsFew readers

FAQs

• How to add Scheduler Pro to your subscription

  Upgrade to Scheduler Pro for more flexibility and features Scheduler Pro comes with no limitations when compared to its free counterpart. For example, you can create multiple forms and meeting types on Scheduler Pro. Moreover, features such as Slack Notifications come as an added advantage.  Here’s how you can add Scheduler Pro to your subscription plan:  On Outplay, go to Profile → Settings. (https://storage.crisp.chat/users/helpdesk/website/e5a9dd6c3e22780/b1cFew readers

• FAQs - Meeting Scheduler by Outplay

  All your questions about Meeting Scheduler answered! How can I add an inbound lead as a prospect?  You can add an inbound lead from the Inbound Leads page in Meeting Scheduler on Outplay. Take a look at our article for more information. How can I add an inbound lead in a sequence?  You can add an inbound lead to a personal or team sequence of your choice from the Inbound Leads pFew readers

Integration and Advanced Features

• Setup Outplay Scheduler for Native Forms

  Learn how to get leads from Native forms Outplay Scheduler is a scheduling tool that allows prospects to book appointments with your sales team. In this article, we will cover how to get the leads from Native forms and show the meeting calendar from Outplay. Step 1: Create an Outplay Form  On Outplay Scheduler Forms, create a form with fields similar to the Native form and map it to a meeting type. Click here (https://support.outplayhq.com/how-to-create-a-meeting-type-on-meeting-schedFew readers

• Embed Meeting Type with other Outplay features on your website

  Bring Meeting Type, Chat & Website Tracking seamlessly to your website The Chat & Website Tracking feature may be required on all the pages of your website. This ensures that a prospect always has the opportunity to reach out while you can easily understand what peaks their interest in your product/ service.  However, when it comes to Meeting Types (https://support.outplayhq.com/how-to-create-a-meeting-type-oFew readers

• Scheduler Reports on Outplay

  Gain Insights to Drive Inbound Lead Conversion To make informed decisions and optimize your outreach strategy, it's essential to have a clear understanding of your meeting scheduling activities. That's where Scheduler Reports come in, providing you with practical and easy-to-understand insights. With Scheduler Reports, gain access to a wealth of analytics to make data-backed decisions. In this support article, we'll guide you through the key features of Scheduler Reports, enabling you tFew readers

Forms

• How to create custom forms with Meeting Scheduler

  Instantly qualify, route, and book meetings on the go! Your lead is interested in what you have to offer and they want to book a meeting with you. You need to put your best man for the job forward and be well-prepared to tackle any query that’s unique to them. But how do you predict so much?  Through Forms on Outplay’s Meeting Scheduler! You can create custom forms that nudge your leads to submit relevant information about themselves. By analyzing the data, you can be prepared and routeFew readers

• How to manage your forms on Meeting Scheduler

  View all your forms in one place Every lead is different. What you want to know about one lead might not be the same for another. Hence, you may have created multiple forms for each cohort of leads. On Meeting Scheduler, you can view all your forms in one place. Search for forms or sort them - based on the number of questions they comprise or by the date of creation. Moreover, you can edit and delete forms as per your requirements. Here’s how you canFew readers

• Setup Outplay Scheduler for Hubspot forms

  Setup Outplay Scheduler for Hubspot Forms Outplay Scheduler is a scheduling tool that allows prospects to book appointments with your sales team. In this article, we will cover how to get the leads from Hubspot forms and show the meeting calendar from Outplay. Step 1 - Create Outplay Form On Outplay Scheduler Forms, create a form with fields similar to the Hubspot form and map it to a meeting type. Step 2 - Copy the Common Script Copy the below script and paste it in the head sectFew readers

• Track leads with UTM Parameters on Meeting Scheduler

  On Meeting Scheduler by Outplay, you can track lead flows using Urchin Tracking Module or UTM parameters. UTM Parameters are short codes that can be added to your link or embed code to understand where your leads are coming from. They help you track the effectiveness of your campaigns.  What are the UTM Parameters?  There are five types of UTM parameters that you can use, they are: UTM Source: Defines tFew readers

• Invite leads to book a meeting via Scheduling Link

  The easiest way to book meetings out there!  Your sales pipeline is strong and your leads have been responding in your favor. Your goal is within sight. However, the hassle of going back and forth to schedule meetings is the only task standing in your way. Well, not anymore! With Meeting Scheduler, you can create a Scheduling Link to invite your leads to book meetings with you. You can share this smart link across any platform and offer your leads access to your calendar. They can view avaiFew readers

• How to embed Outplay Meeting Type on your website

  With Meeting Scheduler on Outplay, you can embed a meeting type to your website. This way, when a prospect lands on your website at the height of their interest, they have the option to simply fill out a form, select a time slot, and easily book a meeting with you.  Here's how you can go about embedding a meeting type to your website: NOTE: If you already have integrated Outplay Sales Chat WidgetFew readers