Schedule meetings with CATS

Each user on your site can now individually schedule meetings that will integrate into their CATS calendar. To set up the Meeting Scheduler, you'll need to click on the toggle icon in the Meeting Scheduler card under My Profile in CATS.

Setting up your schedule

CATS gives you the ability to customize the Meeting Scheduler to fit your needs. You can create your own link, set your availability, and even specify your buffer and minimum notice times.

Clicking Save will finish the setup, and generate a URL that you can send to Candidates or Contacts. (Note: This works particularly well when the link is included in an email trigger!) When someone opens the link, it will bring them to a page that allows them to select a date, time, and length for the meeting. CATS pulls the profile picture from a Gravatar account associated with your email address.

The recipient will be prompted to enter their contact information (name, email address and phone number) in order to confirm the meeting. Once the meeting is confirmed, it will be added to your CATS calendar as a new calendar entry. This will also integrate with a 3rd party calendar if you have  Calendar Sync enabled!

Custom Duration

You can also set a custom duration for your scheduler. This will limit recipients to booking meetings only of the length you set. To set a custom duration, click the Custom Duration dropdown in the Meeting Scheduler card.

Enter the desired meeting length in the minutes box and click Copy to save your scheduler URL with the appended duration

Note: This will not change your scheduler's URL. This option will create a separate link that is tied to this custom duration. You would need to use this URL and not your main scheduler URL each time you'd like to use this custom duration.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us