Displaying a scheduler in a workflow

Overview

The Display Scheduler node can be used in a workflow attached to a form to show a scheduler for a specific event. The scheduler can be configured for an individual team member or a queue of members.

For the scheduler to display:

• An event and host must be selected.

• The meeting host must have their calendar connected in User Settings → Calendar.

• The Event Name in the display scheduler node must have a value set.

Selecting a queue/member

When choosing who the scheduler should display for, you can select:

• A specific member in your workspace

• A queue

• A member referenced in an upstream node (eg. Salesforce record owner)

Using a member from an upstream node

You may reference a member assigned in an upstream Round-Robin node or a member tied to a previous record. For example:

• CRM record owner from an upstream Match Node

  

• An assignee from an upstream Round Robin node

  

Assigning a fallback host

If the scheduler cannot display for a selected member or queue, you can assign a member or queue as the fallback host. This ensures leads can still book a meeting even if the original host is unavailable or not properly mapped.

Adding Additional Attendees

This allows you to construct a group event with multiple attendees. The scheduler will generate available time slots by considering all attendees’ availability, and the meeting will be booked with everyone included on the calendar event.

Related Articles

• Redirect Users After Displaying a Scheduler

• Queues FAQ

• Events

• Scheduling FAQ