This tutorial also consists one-time configurations which you have to do in order to schedule the meeting on behalf of your colleague.
Step 1: Install Outlook Add-in or Chrome Extension.
(This is one time installation)
Based on which calendar you use primarily install the plugins. Make sure you sign in into the plugins. Chrome extension works on any chrome-based browser. For this exercise it is advisable to have Outlook or Gmail as email providers.
Link to install Outlook Add-in
Step 2: Activate FreeBusy Outlook Add-in or Chrome Extension
On different platforms there are different ways to open the FreeBusy Outlook Add-in or Chrome Extension Sidebar.
For this exercise make sure you are using Outlook for Desktop, Outlook on Web or Gmail.
For Outlook Desktop application: Click on "New Email" and then "Suggest Meeting Times".
For Outlook on Web : Click on "New Message" and then click on "Fr" (FreeBusy) icon beside "Send" button.
For Gmail : Click on "Compose" and "Fr" icon beside "Send" button.
Here is how it will look like once sidebar is open.
Step 4 : Add name of your client you want to schedule meeting with.
Tip : If you add more than one participant it will create meeting poll using your availability.
Step 5 : Select Appointment Type
Step 6 : Check the meeting details and modify where necessary.
Event template prefills the duration, meeting topic and location. If you feel you need to change those defaults, you can do so.
Step 7 : Click on "Copy Link" and copy "Link Snippet"
When you click on "Copy Link", link to meeting poll would have already been copied on your clipboard. For this exercise click on "Link" snippet.
When you open the link, you will see, names of your colleagues whom you added as participants.
Step 8 : Open the link in private(incognito) browser window
You will see your Booking page for the Appointment Type you had chosen.
Step 9 : Pick a timeslot and book an Appointment with yourself.
Step 10 : Meeting is proposed ! Accept the meeting proposal to add the meeting into your agenda.
Go to Agenda Page on https://freebusy.io/app/agenda/All/All
You will see in sidebar namely "Pending". In Proposals tab you will see the meeting you just proposed with yourself. Click on "Accept" to schedule the meeting
Click on "Bell" icon on top header, if you do not see this sidebar open.
Step 11 : Check Agenda for scheduled meeting
You will see the meeting you just accepted in Agenda Page in List of Events.
On Agenda page, you will see all the events that you have scheduled with help of FreeBusy. You also have way to see the events listed in different format as follow.
Meeting will placed on your calendar as well.
Automatically Accept Meeting Proposal
If you event template is set to "Automatically Accept" , event will be automatically accepted and placed on your Agenda and Calendar.