Introduction to Schedule on behalf

With Schedule on behalf, InviteOnce gives you the opportunity to pick a time on behalf of the Customer. This is useful when you have a Customer on the phone and want to immediately schedule a meeting between them and another Team member.

For example, if your Account Executive is on a discovery call that is going well, they might want to schedule a product demo for the prospect with a Sales Technician. The Account Executive can view the Sales Technician's availability and schedule a meeting on the spot, instead of saying goodbye, sending them an email, and then waiting for a response. Scheduling on behalf saves time for both you and your Customer.

When you choose to Schedule on behalf, InviteOnce automatically displays all available time slots based on the specific meeting requirements you've defined.

You can easily set rules on-the-fly or use a ready-made template for meetings whether they are:

Figure 1: Schedule page

Panel meetings

When you set your meeting details, you have the option to create a Panel meeting. Panel meetings allow you to assign a meeting to multiple Team members simultaneously. 

When you choose a time slot to schedule a meeting in on the Customer's behalf, you'll be presented with the combined availability of possible panel combinations to pick a time from. Learn more about Panel meetings

When you create a Panel meeting, you have the option to:

  • Assign multiple independent Team members to a meeting invitation.
  • Add alternative Team members to a meeting invitation to maximize availability.
  • Invite an Optional team member to join the meeting, regardless of whether or not their calendar has availability.
  • Create dynamic panels that use Resource pools to assign a relevant Team member or Room. Learn more about InviteOnce Resource pools

User actions

When you Schedule on behalf of a Customer, the InviteOnce algorithmic scheduling engine works out all the available time slots based on your meeting requirements. 

You can also enable InviteOnce to create a calendar event and send the Customer an email notification. 

Learn more about Scheduling on behalf of a Customer

Understanding time conflicts

If there are not enough available time slots, or a Customer wants to schedule the meeting for a time that does not appear as available, you have the option to view conflicting time slots and schedule the meeting anyway. 

  • When scheduling for yourself, you'll be able to see what the conflicting event on your calendar is.
  • When coordinating a meeting for another Team member who has a supported calendar connected to OnceHub, you can view the availability of the Team member. The specific details of any conflicting event will remain private.  InviteOnce supports Google Calendar, Office 365 Calendar, Exchange/Outlook Calendar, and iCloud Calendar.
  • If the Team member does not have a calendar connected, you can still retrieve their availability if you have at least free/busy access to the Team member's calendar. Learn more about how availability is retrieved for InviteOnce

    NoteRetrieving availability using calendar sharing is not supported for iCloud Calendar.

Learn more about understanding time conflicts

Scheduling with Rooms

You can reserve a Room for your meeting to ensure that it's not double-booked. Rooms can be reserved in the following ways:

  • Assign one or more Rooms directly to a meeting invitation.
  • Add one or more alternative Rooms to a meeting invitation.
  • Add one or more Room Resource pools to the meeting. 

Learn more about scheduling with Rooms

Schedule on behalf FAQs

Read our Schedule on behalf FAQs for answers to common questions about scheduling on behalf of a Customer using InviteOnce.

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