Scheduling in Engage
The following functionality is available when scheduling Engage meetings:
- Sending Meeting Requests with Approved Email – To enable recipients to provide availability and channel preferences, users can send Approved Emails containing a link to the Engage Scheduling Site
- Integrated Scheduling: Accepting and Declining Meeting Requests in My Schedule – When CRM users receive meeting requests from HCPs via the Engage Scheduling Site or data loaded Meeting_Request_vod records, they can accept or decline the request directly in My Schedule in CRM. This enables users to respond to requests for a meeting.
- Viewing Unavailable Time Slots on the Engage Scheduling Site - When users create, edit, or delete unavailable time slots in My Schedule, unavailable times are reflected on the Engage Scheduling Site
- Booking Agents – Booking Agents are users who can schedule Engage meetings on behalf of Engage hosts. This enables the host to focus on the execution of an Engage meeting and leave the scheduling logistics to a dedicated scheduling user.