Calendar Syncing

Scheduling Meetings In Ad Sales Genius

You can easily allow your clients to schedule meetings with you by creating scheduled meeting pages. Use the below tutorial to set up your scheduling page. Your email must be integrated in order to use this feature.

  1. The first step is to open Dashboard and click the calendar icon in your top menu


    Screen Shot 2021-08-17 at 9.14.33 AM


  2. Use the details field to input the following information: 

    • Title - This is the title of your meeting

    • Advertiser - Add the account that you would like to be included in the event here.

    • Calendar - This is the user's calendar that this event will be added to.

    • Date - Use this field to select the date for the event.

    • Time - Use this field to select the time of the event.

    • Duration - This field allows you to choose how long you want this event to last.
    • Notes - If you have any notes pertaining to this event, you can include them here.

     

    Screen Shot 2021-07-16 at 1.15.10 PM