How To Book a Meeting on Behalf of Another User

Purpose: 

The purpose of this article is to provide direction to Outreach Users in scheduling meetings with Prospects on behalf of another user within the organization. 

Intended Audience: 

• Outreach Users

Notes: 

• This article illustrates the process of booking meetings on behalf of another user (assigning a meeting host).
• This process reflects direct bookings and does not include inserting availability through Gmail or Outlook. For more information regarding inserting availability in Outlook or Gmail, refer to the applicable articles. 
• GIFs in this article illustrate the process through the Outreach Everywhere Extension for Gmail. This process is performed identically in both the Outlook Add-in and the Outreach platform. 
• Only public/visible events are visible to individuals trying to book meetings on another user's behalf.

How To Book a Meeting on Behalf of Another User: 

1. Access the Outreach Platform and click the Meetings icon (calendar) in the navigation sidebar as applicable. 
2. Click Change under the Meeting host section and search to select the applicable host.
   Note: The Calendar updates to display the proposed organizer's schedule if applicable.
3. Complete configuring the meeting details as applicable and click Send meeting invite.
   
   The meeting invite is sent to the applicable parties. 

Additional Resources: 

How To Schedule a Meeting in Outreach

How To Add Meetings in Gmail 

Insert Availability in Outlook

How To Create a Meeting Type