Determine the default time zone for your organization, days and times of the week during which reps and prospects (via the Inbound Concierge website widget) are able to schedule events, holidays during which reps cannot schedule events, if reps are able to book multiple specific-time events over single timeframes (double-booking), the duration of events, event overflow times, and the maximum number of overlapping demos and decision calls for your organization.
1) The default time zone for your organization.
Use case: This will be used as the time zone for all Enablement Editions and as the time zone for new Manager and Rep Editions if Default is selected as their time zone.
2) The days and times of the week that you would like reps to schedule specific-time events.
Use case: These dictate the time tile options that populate by default in your reps' specific-time event (specific-time call backs, demos, decision calls) scheduling flows and when prospects are scheduling future events through the Inbound Concierge website widget. Individual reps' availability can be changed from the default by clicking the edit icon in their tiles in System Configuration > Sales Teams.
3) Your company holidays.
Use case: To block reps and prospects (via Inbound Concierge) from inadvertently scheduling specific-time events (scheduled callbacks, decision calls, demos) on federal holidays or any other custom dates when reps will not be available to run those events, toggle on specific federal holidays that you would like to observe and/or add custom dates by clicking on the ADD DATE button in the upper right corner.
4) If reps are able to book multiple specific-time events over a single timeframe. This applies to specific time callbacks, demos, and decision calls.
Use case: This is commonly used to enable multiple demos to be scheduled at one time to help ensure that a demo will be held at that time. If a rep calls the first demo and it holds, they can transfer the second demo to another rep. If they call the first demo and it doesn't hold, they can attempt to hold the second.
5) Duration of events in prospect and rep calendars.
Use cases: The duration (left column) determines the amount of time that events will block off in both rep and prospect calendars. The overflow (right column) determines the additional time that will be blocked off in only in reps' calendars. This is commonly used if reps have post-call tasks and/or if organizations know that certain events will typically last longer than the duration in the meeting invite but don't want to alarm prospects by blocking off long amounts of time with the meeting invite.
6) Max number of overlapping demos & decision calls.
Use case: Help ensure that there are enough AEs available to run future-scheduled demos and decision calls. Once that limit has been reached, SDRs and AEs will not be presented with those times as options when scheduling those events.