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准备电子会议 - 会议链接

上次修改时间: 2024年3月14日

通过会议链接，您可以获取个人登陆页面，并将其发送给（潜在）客户，以便他们与您进行预约。可以配置会议链接，以便客户例如只能在特定日期的指定时间内预定约会。

会议链接可以通过两种方式使用：

为了使这种可能性成为可能，您需要为自己创建一个独特的会议链接-为此，请在会议链接菜单中单击+新建会议链接。

请注意：您单位的管理员可能会为您设置此设置。如果不清楚，请与他们联系。

然后，只需按照应用程序中的步骤和说明来创建您的会议链接：

设置时间范围，使客户应该能够与您预订会议。为此，请在“可用性设置”部分中单击+添加：

完成此操作后，您可以将个人日历链接添加到电子邮件签名中。潜在客户和潜在客户将能够访问您的可用时间并与您预定约会：

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Page Name	Internal naming for the page; not visible to the customer.
Selectable Agents*	Add all agents that shall be available for customers under this booking page.
Privacy Policy link	Here you can add the link to your own privacy policy. Note that there is a checkbox for the customer on the booking page to accept your policies.
Page ID	A unique identifier, which will be included in the URL of the booking page.
Display user image to the customer	A setting to enable/disable the agent’s image on the booking page.
Appointment subscription	This text area offers the possibility to add an appointment description. It features the same keywords as the Appointment subject.
Appointment subject	In this field, the subject of the appointment is set. Furthermore, the first name, last name, and note of the customer can be displayed in the text by using ‘{‘ and ‘ }‘. The keywords are ‘firstname’, ‘lastname', and ‘notes’. Example: "Meeting with {firstname} {lastname}"
Allow customers to choose a specific person for the booking	This checkbox indicates whether or not a customer is allowed to choose a specific person for the meeting.

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Label	Description
Custom theme color	Here you can pick a custom color for the booking page (in the example screenshot below, the theme color is blue).
Custom logo	A custom logo can also be uploaded, which will be shown at the top of the booking page.

您可以在此处定义客户何时可以预定会议：

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Label	Description
Time increments (in min)	Defines the timespan between each available meeting slot (e.g. 08:00, 08:30, 09:00, …)
Minimum lead time (in hour)	Defines with how short of a notice a customer can book a meeting with an agent.
Maximum lead time (in days)	Defines how many days forward in the future a customer can book a meeting with an agent.

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Label	Description
Send invitation emails immediately after an appointment was booked	This checkbox enables/disables invite emails after an appointment was booked.
Send pre-meeting reminder emails	Here you can add email-reminders, which are sent at a selectable time (minutes, hours) before the meeting.

您可能不希望客户在一天中的任何时间（例如夜间）与您预订会议。在可用性设置中，您可以精确限制客户可以与您预订会议的时间。限制可以例如基于营业时间或假期。