This article will review best practices on how to set yourself, your team, and your Campaigns up for success when it comes to scheduling sessions with Sages.
It is vital that all users in a workspace set up their availability in Sagetap. This way, when a user is assigned as a presenter for a Campaign, Sages can only select meeting times that work with their schedule. Setting up availability is twofold, consisting of setting your Availability and syncing your Calendar.
Setting up Availability
Navigate to the Account Settings tab in the left navigation bar on your profile, then click Availability.
Here you will first see the ability to Add Calendar
You can add more than one Google calendar for Sagetap to pull from
You can also select your Minimum Notice Period, which establishes how far in advance a Sage can book a session with you.
The last element on this page is setting your general workweek availability.
While it is not necessary to configure both your calendar and general availability, we highly recommend doing both, as it makes scheduling calls as seamless and efficient as possible.
Campaign Presenters
Campaign presenters determine which calendars and availability are used when scheduling sessions. Presenter assignment happens after a Sage application is accepted.
You can assign one or more presenters to a Campaign.
The presenters you assign determine whose combined or solo availability is used for scheduling.
For a full overview of how application review, participant assignment, and scheduling work together, see Accepting Applications and Scheduling Meetings.
Scheduling a call
Once you accept a Sage application and assign presenters, you can coordinate a meeting time using calendar sharing or proposed times.
Scheduling options vary depending on whether you and the Sage share calendars or propose times to connect.
Should you have any questions on scheduling, please reach out to [email protected].