Ensuring your availability is set up before setting up meetings with vendors and Sages 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, and click Availability.
Here you will first be prompted to Add Calendar
You can add more than one Google 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 for the most efficient scheduling experience and mitigates unnecessary back and forth.
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.
You can use our Chat feature to talk directly with the party you are trying to schedule with to hone in how to adjust availability so that a meeting can be booked. Learn more about in-app messaging here.
Note: If you need additional assistance when trying to schedule, 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].