BizCortex documentation

Reps and booking calendars

The people who hold the meetings, their calendars, and the free or busy check.

Open Meetings, "Reps" or "Calendar" (specialist pages). A rep holds the meetings the agent books. Each rep has a booking calendar, a CRM owner and optionally a BizCortex user whose Workspace calendar shows the meetings.

Reps and booking calendars
Screenshot of this screen

Who can use this

  • Owner
  • Administrator
  • Sales
  • Viewer

Steps

  1. 1. Add a rep

    On Reps click "Add rep". Enter name, email, time zone, mobile number, "Booking via" (Cal.com, Calendly or Manual), booking target, Cal.com username, event type ID, CRM owner ID and the ERP user. Save.

  2. 2. Check availability

    Open "Availability & calendar" on a rep. "What the agent would offer" shows the open times and how many were removed because of conflicts.

  3. 3. Map CRM owners

    Under "CRM owners" link each CRM user to a rep so deals and meetings land with the right owner.

  4. 4. Check calendars

    On Calendar see which booking calendars are ready, which free or busy sources (Google Calendar, Microsoft 365) are connected, and the event types of the account. Calendars are connected under Integrations.

Good to know

  • Reps with meetings cannot be deleted.
  • Times busy in a connected free or busy calendar are never offered.

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