Coordinating diaries to schedule a meeting has become easier thanks to great scheduling applications like Calendly and Hubspot. Take advantage of this great kit as a facilitator to book in your next meeting then add the Connect4 pod meeting link to host the meeting using the dedicated pod workflows.
Let's explore two processes that can be used: My personal pod or general Connect4 URL.
Step 1: Update Calendly link
When first setting up Calendly, you'll be asked to provide a default meeting link to indicate where you'll be meeting. For many this has been a personal video conference meeting room, but given the shift to hybrid many are needing to change this.
With Connect4's My personal pod feature, you can use the pod's link as a default location for all your meetings.
Step 2: Schedule meeting
Allow people to book in meetings using Calendly. The meeting invitations will automatically use your My personal pod URL for meeting participants to use for the meeting.
Step 3: Click URL. Connect to meeting.
Once ready for the meeting, use the link in a calendar invitation to start or enter the My personal pod directly in Connect4. Use the Connect button to enter the pod while checking your audio & video first then kick off the meeting.
During the meeting, any unregistered meeting participants will be able to connect using the video meeting function, however they will have the agenda blurred out. When a meeting participant is a logged in registered user, they will see the agenda.
Want to use a specific client pod instead?
This is the option our team at Connect4 uses with scheduling tools - when we do, we include the Connect4 URL "https://meet.connect4.app/register" as the meeting location and a message with details on how to register or join the meeting.
Let's see what that looks like:
After a meeting has been scheduled using Calendly, take a moment to update the invitation with the Connect4 pod's meeting URL and update invite.
Simply navigate to the client or prospect pod you'd like to use (this may require creating a new pod if the first time meeting on Connect4 with this client). Copy the pod's unique URL from the browser and update the meeting location in the calendar.
What the client sees?
When your client clicks the meeting link in their calendar they will be directed to this page to quickly register and join the meeting.
We want to provide you the ability to transition into using Connect4 using either option above to deliver the flexibility to achieve your goal of 1. scheduling a meeting easily and 2. delivering impactful meeting.
We are continuing to work on and improve the scheduling process.