Overview
Sync your calendar with VRIFY Meetings to enable you to allow investors to book meetings directly into your calendar based on your availability and preferences. The steps in this article focus on syncing your calendar, but these same set of steps offer the opportunity to toggle on the setting to let investors book meetings directly with you. For more detailed steps on syncing your calendar while also setting your meeting booking preferences, see the Allow Investors to book a meeting with you article.
Once synched, investors will be able to book meetings only during times that are available on your calendar that fall within the preferred time windows you've pre-selected. VRIFY Meetings will automatically generate calendar invites for you and your meeting participants when a new meeting is booked.
Video Overview
Step-by-Step Instructions
There are a few quick steps to take to sync your calendar with VRIFY meetings.
Log in to VRIFY.com
Click the Meetings tab at the top of the page.
On the bottom right of your screen, click Let Investors Book a Meeting With You.
Optionally, click Turn on feature if you want to allow investors to book a meeting with you once your calendar is synced.
Next, click Edit Settings.
Select the meeting durations you want investors to be able to book (15, 30, 45, and 60 minutes). You can chose one or multiple durations.
Select your video conference preferences.
We recommend keeping the default option selected to Use VRIFY’s video conferencing for meetings. VRIFY Meetings use a faster browser-based rendering approach to avoid lag and lower-quality visuals caused when screen sharing 3D models and 360° imagery over software like Zoom or Teams.
If you need to use a third party video conferencing tool, deselect the box, then once any future meetings are booked, manually provide a link to your preferred conference tool.
Click Next and continue the steps below to sync your calendar.
Sync your calendar
After allowing investors to book a meeting with you, sync your calendar with VRIFY meetings to ensure investors can only book times you have available on your calendar. Investors will not be able to see your calendar details; they will only see open time slots.
After following the steps above to let investors book a meeting with you, you will be prompted to sync your calendar with VRIFY meetings.
Click on an email provider from the list.
If you choose a Microsoft-owned calendar provider and receive a login error, refer to these troubleshooting steps in the Notes section below.
Log in to your preferred email from the provider selected.
Click Next to continue steps to set your preferred availability.
Continue following the prompts on the remaining pages to set preferences like your time zone, availability, and sharing your personal meeting link.
More detailed steps for setting time zone, availability, etc. can be found in the Allow investors to book a meeting directly with you article.
Notes
Outlook calendar provider users please note: If after choosing Outlook.com you receive a login error when trying to sync your calendar, please go back to the previous page, select Office 365, and try logging in with that provider. The distinction between the Outlook, Office 365, and Exchange is not very clear, and it's possible you're using a different provider within the Microsoft suite.
VRIFY uses Cronofy, which is a safe and trusted calendar company that allows VRIFY to synchronize your VRIFY Meetings with your calendar service of choice. For more information on Cronofy and the tool's security features, click here.
Allowing investors to book a meeting directly with you automatically generates and displays your booking link on your VRIFY Company Profile. If this is not preferred, you can disable the booking link on your VRIFY company profile.
Learn More
Still Have Questions?
Reach out to your CSM or email Support@VRIFY.com for more information.