How can I schedule a call?
Guillaume Chauviere avatar
Written by Guillaume Chauviere
Updated over a week ago

Scheduling a call can be done either from your Dashboard, or from a third party CRM/Chrome extension. It is a great option that allows you to organize your calendar and connect with your customer in a given time and date.

To schedule a call, it's enough to have your SnapCall account and a third party calendar provider such as Outlook, Google and Apple Calendar.

Scheduling from your Dashboard

To access this feature, navigate to your dashboard and select the "Calls" option from the left menu. Then, choose "All calls". Locate the option by clicking on the "New" button in the top right corner, identified by a blue color. A pop-up window will appear, providing you with the option to schedule a call.

You have now the option to select between different calendar in order to schedule a call. We currently support Google, Apple Calendar and other. You'll need to log in to one of these providers to successfully schedule a call.

In case your calendar provider is not one of the three mentioned above, you still have the option to copy the link of the call, so that you can set the call using that third party software, but still use SnapCall services to execute the videocall.

Once you select your provider, a new tab will open, so that you can set the time and date of your event on your calendar provider. This will contain a SnapCall link, so any user and guest will be able to join the call once the scheduled time is approaching.

A confirmation email will then be sent to the person you invited. Its layout and style depend on the provider used, but all events set up this way will contain a SnapCall link.

Scheduling from a CRM / Chrome extension

The process of scheduling from a third party app is mainly the same, with the exception that you won't need to switch to your Dashboard to schedule a call: it's enough to open the extension or the console if available on your CRM.

The interface that you should find is similar to the one shown below.

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