Meetings in Salesgear can be booked in two ways:
These meetings are booked by you with the prospects
These are booked by the prospects from your calendar link usually sent in an email or LinkedIn message
Both methods follow the same availability rules and update the contact automatically.
Booking a meeting from Salesgear
Go to Contacts.
Open the contact you want to meet with.
In the right-side panel, click Book a meeting.
Select a meeting event.
Choose a date and an available time slot.
Click Next.
Add guest email addresses if required.
Optionally add a meeting description.
Click Book meeting.
Invites are sent to the contact and any guests. You’ll also receive a booking notification.
Booking via your public calendar link
Once your Google or Microsoft account is connected, Salesgear generates a public calendar link for you.
To find it:
Go to Settings → Calendar
Copy the calendar link from the top-right corner
You can share this link directly or include it in your sequence emails.
When a contact opens your calendar link:
They select a meeting event.
Choose a date and available time.
Enter their name, email address, guests (optional), and meeting details.
Click Book meeting.
What happens after a meeting is booked
Once a meeting is scheduled:
The contact’s sequence is stopped automatically
The contact’s stage is updated to Meeting booked
Calendar invites are sent to all participants
Note: Meetings cannot be booked for contacts that are marked as Do not contact