The Live Booker allows Qualified users to book meetings for leads or contacts on behalf of sales reps or team members. Admins can choose a specific rep or use routing logic based on meeting type settings and launch the scheduling flow from either Qualified or Salesforce

• Accessing the Live Booker
• Booking Meetings with the Live Booker
• Meeting Roles
• Adding Guests
• Meeting Titles

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Accessing the Live Booker

From Qualified

1. Navigate to Settings -> Meetings

2. Click on the Live Booker tab

If you don't see the Live Booker tab, contact your Qualified Success Architect.

From Salesforce

Salesforce Admins can add a custom button to the Lead or Contact record to launch Live Booker. See setup instructions here.

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Booking Meetings with the Live Booker

Once you have launched the Live Booker, follow the steps below to book a meeting:

1. Enter the email address of the client or lead you're booking for
2. Select the appropriate meeting type.
3. Choose your booking method:
   • To book with a specific rep: Check the box labeled "I know who I want to book with" and select the rep from the list.
   • To use routing rules: Leave the box unchecked and click Continue.

Routing Logic Options

Depending on your meeting type configuration, Live Booker supports:

• Smart Routing: Displays reps based on account rules or ownership.
• Round Robin: Rotates meetings evenly across eligible reps. The selected rep is shown at the top.

Direct Booking View

If you selected a specific rep, only that rep’s calendar availability will be shown.

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Meeting Roles

Live Booker supports distinct roles:

• Meeting Organizer: The person booking the meeting. They can make changes to the meeting invite
• Meeting Host: The rep who will attend the meeting.

If a user is booking a meeting for themselves, they will not see the “Include me as an optional attendee and host” option.

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Adding Guests

You can add other members of your team and/or additional customer invitees by selecting them from a drop-down list or typing their email address.

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Meeting Title

The meeting title can be customized at the time of booking. If left blank, the default title set in your Meeting Settings will be used.

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