Handover - Quick Start

Overview

Handover allows members of your team (organisers) to book meetings with prospects or customers relating to Salesforce records on behalf of other team members (Hosts). This is typically used as part of a Sales hand off or a support escalation process.

Booking Engine Installation

If you have not completed the Booking Engine installation process, you can follow the install guide.

Add the Booking Engine record page component

In order to perform a booking, Organisers will need access to the Booking Engine component on the appropriate record pages. You can find installation instructions here.

Optional: Configure External Services

If you would like your guests to be able to cancel or reschedule their bookings, you will need to enable external services and the cancel and reschedule feature.

If this is not enabled, event invites will not contain a link to allow guests to cancel or reschedule their event through Booking Engine.

Create & activate Booking Types

You will need to create and activate a Booking type to start using the Handover tool. Booking Types contain the configuration for your meetings including which hosts can have meetings booked, the meeting duration and the invite contents.

Host Calendar Connection

Each of your hosts will need to have a calendar connected to Booking Engine to retrieve their availability. You can find instructions for how to connect calendars here.