When it comes to booking time on your calendar, you may have preferences for how prospects and stakeholders book meetings. You may prefer buffer time between meetings. Maybe you prefer to make your booking calendar available on a month-by-month basis.
The Scheduling Preferences settings allow you to set your preferences for how prospects and stakeholders can book meetings with you. Once you set your scheduling preferences, Salesloft will require prospects and stakeholders to book accordingly to ensure meetings are booked conveniently for you.
You can set your Scheduling Preferences from the Availability and Scheduling tab in your personal calendar settings. From the Availability and Scheduling tab, you can also set your working hours. To learn more about your personal calendar settings and setting your work hours, check out our Your Personal Settings article and our Set Your Working Hours article.
Before you set your scheduling preferences, you’ll need to connect your calendar to Salesloft. If you do not connect your calendar to Salesloft, the scheduling preferences you set will not be applied to your calendar.
Watch this quick video to learn how to set up scheduling preferences:
A Scheduling Limit refers to how far in advance someone can book time on your calendar.
Maybe your schedule fluctuates and you prefer to book meetings on a month-by-month basis. Maybe you're the opposite and prefer having your calendar open for the entire year. Whatever your preference, the Scheduling Limit settings allow you to choose how much of your calendar people can see and ultimately, how far in advance they can book a meeting.
To set a scheduling limit, follow these steps:
- Go to your Calendar Settings: In the Salesloft top menu, click on your initials in the top right corner and select Settings.
- Select Calendar from the left menu options.
- Access the Limits section: Select the Availability and Privacy tab. Scroll down to the Scheduling Preferences section. Click Edit in the Limits tile. This will open the Edit Limits window.
- Edit Limits: Choose Indefinitely or Over a rolling period of _ days. If you choose Over a rolling period of _ days, enter the number of days that will determine how far in advance people can book time on your calendar.
- Save: Hit Save.
Figure 1: Set scheduling limits from the Calendar settings.
Meeting Buffer Time is the length of time allocated between meetings on your calendar. Adding buffer time creates blocks in your availability that people will adhere to when booking time on your calendar. If you are someone who prefers to have time between each meeting, you can add buffer time to ensure you get the time you need between each call.
To add buffer time between your meetings, follow these steps:
- Navigate to Calendar Settings: In the Salesloft top menu, click on your initials in the top right corner and select Settings. Select Calendar from the left menu options.
- Access “Meeting Buffer” Settings: Go to the Availability and Scheduling tab. Scroll down to the Scheduling Preferences settings. Click Edit in the Meeting Buffer tile. The edit button will turn into a dropdown.
- Edit Meeting Buffer time: Use the dropdown to set your preferred buffer time in minutes.
- Save: Click the checkmark.
Figure 2: Set a meeting buffer from the Calendar settings.
A Minimum Schedule Notice is an availability restriction that allows you to prevent people from booking meetings outside of your availability. Not the last-minute-meeting type? You can use the Minimum Schedule Notice setting to prevent meetings from being booked based on your time preference.
To set your Minimum Schedule Notice, follow these steps:
- Navigate to Calendar Settings: In the Salesloft top menu, click on your initials in the top right corner and select Settings. Select Calendar from the left menu options.
- Access “Minimum Schedule Notice” Settings: Go to the Availability and Scheduling tab. Scroll down to the Scheduling Preferences settings. Click Edit in the Minimum Schedule Notice tile. The edit button will turn into an editing box.
- Edit Minimum Schedule Notice: Type a number or use the up/down arrows to set the number of hours you would like to prevent meetings from being booked within.
- Save: Click the checkmark.
Figure 3: Set a minimum schedule notice from the Calendar settings.
The Reschedule Link setting allows you to add a link to your calendar in any meeting invite you send. Including a reschedule link to your meeting invites helps prospects reschedule at the most convenient time.
To include a reschedule link to your meeting invites, follow these steps:
- Navigate to Calendar Settings: In the Salesloft top menu, click on your initials in the top right corner and select Settings. Select Calendar from the left menu options.
- Enable Reschedule Link Setting: Go to the Availability and Scheduling tab. Scroll down to the Scheduling Preferences settings. Click the toggle beside Reschedule Link. When the toggle area is blue, the setting is ON.
Figure 4: Add a reschedule link from your Calendar settings.
To learn more about your personal calendar settings and setting your work hours, check out our Your Personal Settings article.
