Ensuring your availability is set up before booking sessions is paramount to ensure you have the most seamless, efficient meeting experience on Sagetap. This article will go over how to set up your availability and how it can be used when scheduling meetings.
Setting Availability
Navigate to the Account Settings tab in the left navigation bar on your profile
Click Availability
Here you will first be prompted to Add Calendar
You can add more than one calendar for Sagetap to pull from
Select your Minimum Notice Period, which establishes how far in advance a Vendor 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 Availability, we recommend doing both as it makes certain that you are well-equipped to set up meetings with Vendors in a way that ensures you are never double booked.
Once your availability is set, Vendors and Sages will only be able to propose meeting times that work within your selected availability, work around the events already in your calendar, all within your minimum notice period.
No overlapping availability
If you get “No overlapping availability” message when trying to schedule a meeting with a vendor or sage, it means that your available times do not currently align. This can happen for a few reasons:
Time zone differences
Unsynced calendars
Availability settings not yet configured
Note: To propose new meeting times, adjust your availability. If you need additional assistance, please contact our Customer Success team at [email protected].
Should you have any questions on setting up your availability, please reach out to [email protected].